Monthly Archives: April 2020

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Episode 31 – Your Common Concerns Answered

Likely, when it comes to your wealth, you have some questions and concerns about longevity through generations. We’re here to help.

In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss common concerns they hear from families, and share how they approach these situations. 

In this episode, you will learn:

  • How you can stay on top of change and be proactive
  • Why it’s important to plan with future generations in mind
  • Why getting an outside perspective provides a different outlook on financial decisions 
  • How another family’s cause for concern can help you make both short-and-long-term decisions for your own wealth
  • And more!

Learn about how various perspectives can help in your decision-making process.

Resources:  Copper Beech Financial Group 


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Episode 30 – A Family Mission Statement is Key for Your Legacy

Family mission statements are one of the most important parts of our clients’ financial legacies.

In this episode of The Truth About Wealth Podcast, John Parise tackles the subject of family mission statements, and why they are the key to your legacy. 

In this episode, you will learn:

  • How the Copper Beech team approaches these letters with families
  • The purpose of a family mission statement
  • The process of establishing the mission statement
  • The difference between the mission statement and legacy letters
  • How the mission statement helps to create equity in the family
  • And more!

Tune in to this episode to learn about family mission statements!


Copper Beech Financial Group