Monthly Archives: June 2019

Episode 9 – How to Keep Top Management in a Competitive Job Market



In a highly competitive job market, retaining high-level executives can be a challenge for privately held companies. In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss ways that companies can offer their top executives competitive benefits for continued service.

In this episode, you will learn:

  • The importance of having a plan in place for your company if you were to die tomorrow
  • How to use different forms of compensation to make your company stand out
  • What an employee stock option plan (ESOP) is and how it can benefit employees and your company
  • Why structuring your company properly is the most effective way to protect wealth generationally
  • And more!

Tune in to this episode and learn about keeping top management in a competitive job market!

Resources:  Copper Beech Financial Group


Episode 8 – The Importance of Family Meetings



To building lasting wealth, it’s essential for families to hold multigenerational meetings that cultivate honesty and transparency. In this episode, John and Michael Parise discuss the importance of family meetings as part of their process at Copper Beech Financial Group.

In this episode, you will learn:

  • How family meetings can help to prevent loss of wealth through multiple generations
  • Why it’s especially important to include younger generations in family meetings
  • How Copper Beech facilitates personal “x-party” communication within families
  • And more!

Every family needs better communication, especially when it comes to protecting wealth . . . listen to this episode to learn more!

Resources:  Copper Beech Financial Group