Are you ready for the next energy revolution? John and Michael Parise from Copper Beech Financial Group explore this critical topic with Mitch Kerr, Senior Portfolio Manager at Ategenos Capital. John, Michael, and Mitch examine the forces shaping global energy markets, from record-breaking oil production to the innovative potential of Small Modular Reactors (SMRs). Mitch …
What happens when gold outpaces all expectations in a world where currency devalues? In this episode, John and Michael Parise from Copper Beech Financial Group delve into this intriguing question with Andy Schectman from Miles Franklin. John and Michael take you on an exploration of gold and silver markets, challenging the notion of free markets …
Have you reviewed your beneficiary designations lately? The impact could be more significant than you think. Ensuring your assets are inherited as you intend starts with one critical step: understanding the importance of asset succession and beneficiary designations. Today on The Truth About Wealth, John and Michael Parise of Copper Beech Financial Group explore the …
Take advantage of the full potential of your estate planning strategy by learning about purpose trusts. This episode, featuring David Warren from Bridgeford Trust, dives deep into innovative ways to protect your wealth for generations. John and Michael Parise bring back David, co-founder and chairman of Bridgeford Trust Company, to explore the innovative concept of …
Are you certain your family’s financial future is secure for generations to come? Understanding the true value of your wealth goes beyond numbers; it’s about creating a lasting legacy. Today on The Truth About Wealth, John and Michael Parise revisit the foundation of Copper Beech Financial Group, explore the unique concept of a family CFO, …
Do you need help to hire and retain top talent for your business? In this episode, John and Michael Parise are joined by Max Hansen, CEO and co-founder of Y Scouts, the first-ever purpose-based leadership search firm. Together, they dive into the importance of hiring with purpose and discuss strategies for recruiting and retaining top …
How do the changing tax provisions impact your financial planning? Today on The Truth About Wealth, John and Michael Parise discuss the implications of the expiring tax provisions from the Tax Cuts and Jobs Act. They underscore the necessity of proactive tax planning and the importance of consulting with advisors to maximize benefits before these …
How can Management Services Organizations (MSOs) enhance tax efficiency and asset protection for businesses? Today on The Truth About Wealth, John and Michael Parise welcome back Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, for a conversation about the intricacies of management services organizations (MSOs). Doug provides a comprehensive explanation of MSOs, detailing …
Is becoming a C Corporation the best tax strategy for your business? Today on The Truth About Wealth, John and Michael Parise speak with Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, about the benefits and tax implications of using C corporations for business structures post Tax Cuts and Jobs Act. They explore …
How can generational planning help secure your family’s wealth for the future? Today on The Truth About Wealth, John and Michael Parise get together for a follow-up from the previous episode about upline generational planning. This week, they explore two case studies: the first concerning a family business owner with asset protection needs due to …