Month: November 2019

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Episode 20 – Turn Your Philanthropy Into a Generational Project

Episode 20 – Turn Your Philanthropy Into a Generational Project

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There are many reasons to include philanthropic practices in your family’s overall financial plan. 

In this episode, John and Michael Parise discuss the basics of philanthropic planning for families, including how families can work together to choose charities and how this plan should fit into your generational wealth strategy. 

In this episode, you will learn:

  • How philanthropic practices will impact your taxes
  • Why the generational aspect of financial planning will impact your philanthropy
  • Ways to involve children in philanthropic planning and how they benefit from this project
  • How you can retain the value of some of the assets you plan on giving to charity
  • And more!

Tune in and learn about the basics of philanthropic giving!

Resources:  Copper Beech Financial Group

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Episode 19 – Life Insurance as an Asset Class

Episode 19 – Life Insurance as an Asset Class

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When you consider what your assets are, you might think of belongings such as your car, house, technology, and other valuable possessions. But did you know that your life insurance policy is also an asset?

In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss life insurance and how you can use it as an asset class.

In this episode, you will learn:

  • How life insurance as an asset fits into the tax conversation
  • The differences between life insurance policies and retirement accounts when it comes to accessing funds throughout your life
  • Various case studies that will help you understand how to use life insurance as an asset class
  • What it means to be selfish with your retirement funds and why it’s not recommended
  • And more!

Tune in now to learn about life insurance as an asset class!

Resources:  Copper Beech Financial Group