Live Life Liberated

Live Life Liberated


Latest Episodes

How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)
March 20, 2024

Business owners with a lot of surplus cash flow often want to put it away in a qualified plan and defer taxes. The problem is that they might feel restricted by the contribution limits. However, there

Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)
February 14, 2024

Life insurance is often only viewed as a way to get a death benefit. But if you look beyond its conventional definition, youll see how life insurance has several use cases in tax planning, wealth tra

Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)
January 10, 2024

In 2017, the Tax Cuts and Jobs Act (TCJA) introduced some significant changes to tax laws, both on the income and estate side. Now, as we approach its expiration on December 31st, 2025, it is importan

How to Plan for the Looming Estate Tax Issue (Ep. 89)
December 27, 2023

The once-generous estate and gift tax exemptions set by the Tax Cuts and Jobs Act (TCJA) are due to sunset on December 31, 2025. Is your estate plan ready for the challenge? In this episode, Kyle Malm

Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
December 13, 2023

As the financial services industry moved to a fee-based model, many firms started to bundle their services. For example, investment management may be bundled with financial planning. But are clients

Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
November 22, 2023

Are you worried about the impact of the 2024 election on the markets and your investments? Especially when geopolitical tensions, the uncertainty of tax law changes, the ousting of the Speaker of the

Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)
November 08, 2023

With companies shifting to a hybrid work environment, it has become challenging to maintain a strong corporate culture, attract top talent, and build high-performing teams. In this episode, Derek Myro

How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
October 25, 2023

As your wealth grows, your financial planning needs become significantly more complex. At Centura Wealth Advisory (Centura), we specialize in serving high-net-worth and ultra-high-net-worth individual

Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
September 27, 2023

Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients? In a world where wealth advisory excellence is defined by innovation and collaboration, you might

ING Trusts: How to Minimize State Income Taxes (Ep. 83)
August 31, 2023

There is a wide disparity in tax rates between U.S. states. For example, the top tax rate in California is 13.3%, while South Dakota has 0% state tax on trusts! However, if you live in a high-income-t