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Jonathan Freeman
Live Life LiberatedEpisodes
Jonathan Freeman
Live Life Liberated
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Episodes of Live Life Liberated
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Coming from a humble background, Charlie Neer experienced financial turmoil early in his life. But over the years, he has found success in multiple senior executive positions at various organizations — currently as Chief Revenue Officer (US) a
Most business owners, when asked about their timeline for exiting their business, often say it will take five years. When you ask the same question again next year, guess what they say? Five years! Without proper guidance and planning, you may
Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification. Yet, many investors find their portfolios thin of these investments. In this episode, Centura Wealth Advisory’s Chief
Some states (like California, New Jersey, and New York) charge significant capital gains taxes. However, there are 8 states that have zero capital gains tax! This disparity creates some tax planning opportunities for people living in highly ta
Are you ready to dive into the world of proactive and comprehensive wealth management designed to help ultra-high-net-worth individuals achieve exponential results? In this episode, Sean Clark speaks with Derek Myron, founder, CEO, and managing
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 is a way to set up a qualified plan and pot
Life insurance is often only viewed as a way to get a death benefit. But if you look beyond its conventional definition, you’ll see how life insurance has several use cases in tax planning, wealth transfer, and as an alternative investment! Joi
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 important to plan for the looming tax changes! Join
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 Malmstrom, Managing Director, and Christopher Hy
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 really getting maximum value from bundled s
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 House, and the threat of a government shutdo
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 Myron, CEO, and Jonathan Freeman, COO, share act
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 individuals, helping them lighten the burdens of wealt
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 want to explore the power of joint casework.
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-tax state, you can still benefit from lower t
While passing on your wealth to future generations, you might want to make it as estate tax-efficient as possible. If your estate amount exceeds the estate tax exemption limit, a Qualified Personal Residence Trust (QPRT) might be for you. In th
High-net-worth and ultra-high-net-worth individuals are often focused on protecting and growing their wealth while minimizing taxes. However, not all of their assets generate “tax-efficient” income. This is where private placement life insuranc
Are you thinking about selling your business? Do you feel overwhelmed and unsure about the process? In this episode, Derek Myron interviews Donovan Weber, who recently sold his business to an international conglomerate. Donovan shares the plann
With its young population, strong tailwinds, and supportive political regime, India might be the next bright spot for investors. In this episode, Chris Osmond, Chief Investment Officer speaks with Manu Rikhye, partner at GrowX Venture Managemen
The sale of a business represents not only the culmination of years of hard work and dedication but also a unique opportunity to amass considerable wealth. With so much at stake, having a specialized wealth management team in your corner can ma
Are you a business owner or high-income executive concerned about recent changes in the economic, political, and tax environment? In this episode, Kyle Malmstrom and Matt Griffith, CFP®, cover a range of topics, including ways to prepare for a
Krista Schmitt, a retired CPA, has spent nearly 30 years working for a Fortune-500 company in the area of accounting and financial information systems. Despite her financial background, she knew she wanted to lean on an expert and decided to wo
If you’re a financial advisor, you know that the industry can be tough to navigate alone. The key to growth lies in collaboration with fellow professionals. Collaboration not only paves the way for accelerated growth, but it can also improve yo
Private fiduciaries can play a critical role in managing and protecting the assets of their clients. They also help ensure that their clients’ wishes are carried out after they are gone and their assets reach their desired beneficiaries. In thi
High-interest rates have caused both stocks and bonds to perform poorly in recent months. However, looking beyond stocks and bonds, private credit and direct lending have emerged as particularly attractive options for those seeking higher yield
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