What does it mean to treat all family members fairly in terms of wealth distribution? John and Michael Parise dive into the complexities of estate equalization within family businesses. In this episode, they unravel a recent case study highlighting the challenges faced when generational wealth intersects with family dynamics. Listeners are in for a detailed …
How can you create a legacy that spans generations? Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like IRA accounts and life insurance to enhance family wealth …
What’s the secret to leaving a lasting legacy through philanthropy? Join John and Michael Parise as they sit down with Marlene Olshan and Ann Figueredo from Momentem Consulting Group. Together, they explore how families can define and achieve meaningful philanthropic goals. Marlene and Ann share their journeys and discuss Momentem’s mission to help both non-profits …
Are you aware of the tax savings opportunities you’re missing by not employing cost segregation in your real estate investments? Get ready to uncover the untapped potential of tax method changes that could revolutionize your approach to wealth management! This week, Michael Parise and guest Vanessa Wallace Clunies from Tax Method Experts guide you through …
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 …