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65. What’s Going On With The Markets And Where Are We Heading? With Peter Andersen



John and Michael are routinely asked about what’s going on with the markets, with the pandemic and what the expectations are with stocks and bonds and real estate. Today, they look to answer many of these questions. 

In this episode, John and Michael speak with Peter Andersen, CFA, of Anderson Capital Management. Peter provides some clarity surrounding the current markets and where the trends are pointing, as Peter shares his optimism for the future.

Peter discusses:

  • The current state of the market
  • How your anxieties and fears about the market are played on by the media
  • Whether he thinks the tax proposals in Washington will pass, and what that could mean for you
  • Why he’s so confident that we are going to come out of the post-COVID era stronger
  • And more

Connect with Peter

Connect with John and Michael:

About Our Guest: 

Peter C. Andersen, CFA, has managed money for a wide range of clients since 1993.  He has direct experience managing separate accounts & over 10 mutual funds throughout his career, including IPO’s for two NYSE-listed closed end funds. He has deep experience with stocks of all kinds, junk bonds, and world asset classes.

Peter Andersen earned an MPA degree from Harvard University, where he was designated a Seamans Fellow. He holds an MS in physics from Yale University, where he was named a JD Skinner Fellow. Mr. Andersen received a BS, summa cum laude, from Northeastern University where he graduated first in his major of physics. He is on the board of the Boston Symphony Orchestra, where he is Chairman of the Annual Funds and a member of the Investment & Nominating Committees. Andersen is also an overseer of the Peabody Essex Museum.  He was on the investment committee of the Goldhirsh Foundation, several other non-profits, and elected to the executive committee of the Yale Graduate School Alumni Association.


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64. The World of Private Placement Life Insurance With Edward Gordon



The potential of tax rates rising understandably has people concerned about their tax planning situations.

In this episode, John and Michael are joined by Edward Gordon of Preservation Capital Partners. Ed runs a tax efficient program for private placement life insurance, and he’s here to explain everything about the program. Ed shares a real life case study to help better illustrate how the program works.

Edward discusses:

  • How the strategy of a private placement life insurance policy helps combat the negative effects of the SECURE Act
  • The cost of the program and what Ed believes will happen with cash value life insurance, and growing tax rates
  • A real life case study to help better understand how the program works
  • And more

Connect with Edward Gordon

Connect with John and Michael:

About Our Guest: 

Edward W. Gordon, founder and guiding principal, has over 20 years of experience in the field of business and estate planning. Mr. Gordon is a graduate of the State University of New York with a major in Business Economics and Finance.  He holds the Series 6, Series 63, Life & Health License, and is a Certified Estate Planner.

 Mr. Gordon is an active member of The Study Group, an organization devoted to the promotion of ethics, education, and technical advances in the financial services sector.  He is also an active member of the American Society of Certified Estate Planners.  In addition, Edward Gordon is an active member of STEP, the Society of Trust and Estate Practitioners.  Mr. Gordon is a frequent panelist and speaker at industry events. He has authored several articles and a book covering estate planning and related topics.


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63. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part Two



The pandemic has been tough on us all. Amy Jordan returns to share her experience over the past year with cervical cancer, and how her healthy lifestyle ultimately got her through it.

In this episode, John and Michael Parise speak once again with Amy Jordan. Amy speaks more about the WundaBar experience, including details about their unique machine, the WundaFormer and how it works. Amy shares advice for people struggling to better themselves from a health and wellness standpoint.

Amy discusses:

  • How she dealt with cervical cancer
  • Advice for people looking to improve their health
  • How the WundaFormer machine came to be
  • What a two week challenge is like at WundaBar
  • And more!

Resources:

Connect with John and Michael:

Connect With Amy Jordan:

About Our Guest:

A Pilates visionary, entrepreneur, inventor, and above all a proud mother of two, Amy Jordan’s guiding belief when it comes to wellness:  “You are perfect wherever you are today, and my goal is to empower you to have the best experience in your own skin!” That is precisely what happened when Amy began practicing Pilates in 2006 as she journeyed through a difficult time in her own life. Her workout soon became her passion, and she left her career as an Entertainment Marketing Executive to open her first high-energy Pilates studio in 2008.


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62. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part One



Everything in your body is connected—you can’t exercise your body and eat poorly and expect top results.

In this episode, John and Michael are joined by Amy Jordan, creator and CEO of WundaBar Pilates. Amy shares her wealth of knowledge about Pilates, how she got into it, and who helped her realize her vision of WundaBar Pilates.

Amy discusses:

  • Why understanding how everything in your body is interconnected is important
  • Why you can’t work out and have a poor diet, and vice-versa
  • Her tips for clientele on how to live a healthy life, the 90% – 10% rule
  • How she made Pilates easily accessible during the pandemic
  • And more!

Connect with John and Micheal:

Connect With Amy Jordan:

About Our Guest:

A Pilates visionary, entrepreneur, inventor, and above all a proud mother of two, Amy Jordan’s guiding belief when it comes to wellness:  “You are perfect wherever you are today, and my goal is to empower you to have the best experience in your own skin!” That is precisely what happened when Amy began practicing Pilates in 2006 as she journeyed through a difficult time in her own life. Her workout soon became her passion, and she left her career as an Entertainment Marketing Executive to open her first high-energy Pilates studio in 2008.


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61. The Generational Impact Of The SECURE Act Part Two



A new provision in the SECURE Act requires children that inherit an IRA or a qualified plan to essentially withdraw those funds no later than 10 years after the date of death. How can you ensure that your child gains the most from their inheritance after you are gone?

In part two of this series, John and Michael Parise discuss possible solutions for this new provision to the SECURE Act. They reveal the various types of accounts you can utilize and share the importance of keeping future generations in mind.

You will learn:

  • How you can prepare for your children’s inheritance with the new provisions to the SECURE Act
  • What type of accounts and investments may be the best fit for you
  • The importance of taking future generations into account when creating your plan
  • And more!

Resources:

Connect with Copper Beech


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60. The Generational Impact Of The SECURE Act — Part One



A recent provision to the SECURE Act could have major implications on how qualified plans, including your IRA, 401(k) and 403(b), are inherited by your children. It’s important that you understand the ramifications of this provision in order to protect your wealth.

In this episode, John and Michael Parise discuss these new provisions of the SECURE Act. They reveal the problems you could face if you don’t prepare properly and the importance of taking future generations into consideration when you’re developing your plan.

John and Michael discuss:

  • What the SECURE Act is and how new provisions may impact your plan
  • How to recognize when you may have a problem with your plans—and how to fix it
  • How your children could be taxed if you don’t take the SECURE Act into account
  • And more!

Connect with Copper Beech:


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59. The Plan For Succession in the Family Business



Do you have a succession plan in place for your family business? 

In this episode, Michael Parise shares his personal experience with succession planning as the second generation within his family business. He reveals the importance of communication between generations when developing your business succession plan, and how the expectations of each generation can shape the future of your business.

Michael discusses:

  • How you can create a sustainable succession plan that will keep your business intact through the generations
  • How the expectations of each generation impacts the succession planning process
  • Why you need to have open communication between generations in your planning
  • The benefit of working with outside sources and experts when creating a plan for your family business
  • And more

Discover what you need to create a sustainable succession plan with Michael Parise!

Resources:

Copper Beech Financial Group: (856) 988-8300 | John Parise | Michael Parise | Investedge | Episode 57


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Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov



By now, you should be knowing that governance is all about helping families stay organized and guided within their business. But where can you get started?

In the second part of this two-part series, John and Michael Parise are joined by returning guest, Blum & Savlov, LLP’s Jeff Savlov.  This time, Jeff takes a deep dive to explain how families can begin and approach governance planning. 

You will learn:

  • The three areas of focus when families are considering governance planning
  • Vision and mission statements as two simple methods of governance 
  • How John and Michael deal with meritocracy and governance planning at Copper Beech 
  • Governance planning as a solution for resistant (or opposing) generations 
  • The role of a family council within the governance process
  • And more!

Listen in and find out the moral and legal components of governance planning!

Resources:

Part 1 | Copper Beech Financial Group: (856) 988-8300 | John Parise | Michael Parise | Jeff Savlov | Blum & Savlov, LLP: T. 732-296-8047 / C. 732-266-7572 / F. 732-284-4257 | Simon Senek


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Episode 57: Governance at an Enterprising Family Level – With Jeff Savlov



Family governance refers to the structures and processes families use to organize themselves and guide their relationship with their enterprise.

In the first part of this two-part series, Jeff Savlov, founder of Blum & Savlov, LLP joins John and Michael Parise to explain the family component of governance. Jeff highlights how families and their businesses can build and benefit from their governance plan, while highlighting potential drawbacks of low governance arrangements.  

You will learn:

  • What is so complex about a family governance creation 
  • How a formal governance document plan can avoid what Jeff calls “toxic informality”
  • The difference between a family business and an enterprising family business 
  • Consequences of poor governance planning 
  • And more!

Join the conversation to discover the crucial role of governance when it comes to picking the next leader for the family business! 

Resources:  Copper Beech Financial Group: (856) 988-8300 | John Parise | Michael Parise | Jeff Savlov | Blum & Savlov, LLP: T. 732-296-8047 / C. 732-266-7572 / F. 732-284-4257


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Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To



The Copper Beech team is going back to the classics in this highlight reel episode!

In this episode, John and Michael Parise revisit a series of episodes you must listen to in order to help you gain insight to overcome and solve potential concerns about your generational wealth planning.

You will learn:

  • The importance of estate planning – episodes 14 and 26
  • All things within the tax world and tax law changes – episodes 27, 36, and 42
  • Conversations about life insurance – episode 19
  • Why business owners should revisit their business succession plan – episode 33
  • Understanding the generational components of trusts – episodes 12 and 13
  • What you should really know about 1031 exchanges – episode 52
  • And more!

Listen today and find out why and how all these episodes introduce and talk about things  clients are always concerned about!

Resources: Copper Beech Financial Group | John Parise | Michael Parise 

Episodes:

Episode 12 | Episode 13 | Episode 14 | Episode 19 | Episode 22 | Episode 23 | Episode 26 | Episode 27 | Episode 30 | Episode 31 | Episode 33 | Episode 34 | Episode 36 | Episode 42 | Episode 52