Monthly Archives: March 2020

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Episode 29 – A Recession on the Horizon with guest Paul Dietrich — Part 2



Like most things in life, the economy fluctuates, and it can’t continuously be on an upswing.

Paul Dietrich is back with part two of this mini-series for The Truth About Wealth Podcast about the realities of the economy and the potential of an upcoming recession. 

In this episode, you will learn:

  • How international trade plays into the economic situation
  • How the outcome of the American election will impact the financial sector
  • The impact of other international markets on the American market
  • And more!

Tune in to learn about the state of the market with Paul Dietrich!

Resources  Copper Beech Financial Group


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Episode 28 – A Recession on the Horizon — with guest Paul Dietrich



As much as you may want it to, the economy cannot be stable forever. Many experts are predicting an impending recession, potentially as soon as this year. 

In this episode of The Truth About Wealth Podcast, Michael Parise sits down with returning guest Paul Dietrich, Copper Beech’s chief investment strategist, to talk recessions, the indicators and how to prepare.

In this episode, you will learn:  

  • Where we sit today in terms of the economy
  • Indicators to watch for when predicting a recession
  • How to prepare clients for an upcoming recession
  • Why investors might refer to the 2000s as “the lost decade”
  • And more!

Tune in to learn how to handle an upcoming recession. 

Resources  Copper Beech Financial Group


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Episode 27 – Options to Reduce Your Taxes for Your IRA — With Mary Read, CPC, CPFA, QPA



Let’s face it — saving money in taxes is always going to be a major goal of financial planning. 

In this episode, John and Michael Parise discuss tax-saving measures you can take with your IRA, with special guest Mary Read, CPC, CPFA, QPA, and national director of pension and protection planning at Pentegra Retirement Services and partner at M and R Business Development Group.

In this episode, you will learn:

  • The impact of the SECURE Act on the rules of tax savings in IRAs
  • The differences between treatments for different assets
  • How to use access benefits through life insurance and qualified plans
  • Why you may want to consider giving your beneficiaries ownership of your benefits
  • How these changes are a game-changer for high net-worth families
  • And more!

Tune in to learn about your options to reduce taxes for your IRA. 

Resources  Copper Beech Financial Group | Pentegra Retirement Plan Services