Monthly Archives: May 2020

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Episode 33 – The Importance of Creating a Business Succession Plan



Having no business succession plan can be detrimental to family wealth.

In this episode of The Truth About Wealth Podcast, John & Michael Parise begin a new series of case studies in which they examine the situation of a past client, discuss their specific needs, and the steps they took to create their plan. 

In this episode, you will learn:  

  • A variety of ways to handle business succession 
  • Why ESOP could be the answer, and it’s value to employees
  • How to approach asset protection
  • Real process, implementation, and problem-solving examples 
  • And more!

Tune in to hear a real-life example of creating a business succession plan.

Resources:  Copper Beech Financial Group 


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Episode 32: Impact Investing — with Christopher Vroman and Dr. Laura Fenster Rothchild



Organizations are using impact investing to tackle social issues alongside a financial return. 

In this episode of The Truth About Wealth Podcast, John & Michael Parise sit down with guests Christopher Vroman and Dr. Laura Fenster Rothschild of Emmett Partners to discuss impact investing, and how organizations are transitioning to the practice. 

In this episode, you will learn:  

  • The basic concept of impact investing
  • About the broad spectrum of impact investing
  • The benefits of impact investing
  • Why companies looking to create impact will become more prosperous in the future
  • And more!

Tune in to learn about impact investing!

Resources  Copper Beech Financial Group | Emmett Partners