Monthly Archives: August 2020

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Episode 40 – Special Needs Planning And The Issue Of Guardianship

Guardianship is a huge part of special needs planning, as it takes into account what happens to a child if the parents pass away. Finding the right person to care for a special needs child is not necessarily easy.

John and Michael Parise explore the topic of special needs planning for families. John explains his background working with families with special needs children and shares how guardianship is a huge factor in the planning process.

In this episode, you will learn:

  • What special needs planning looks like at Copper Beech
  • The three key areas Copper Beech focuses on when helping these families
  • The various issues guardianship presents for families with special needs children 
  • How to avoid issues caused by inheritance for a special needs child’s Social Security benefits
  • And more!

Tune in now to learn more about special needs planning!

Resources: Copper Beech Financial Group | Children and Adults with Special Needs and the Planning Gap (MetLife)

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Episode 39 – The Alternative Investment World Of Collectible Coins – With Guest Keith Jacobsen

Collectible coins are an excellent way to build your investment portfolio, or they could be an asset you pass down to the next generation.

John and Michael Parise speak with Keith Jacobsen, founder of the International Coin Alliance. Keith introduces us to the investment world of collectible coins, sharing some of his stories over his 25+ years experience.

In this episode, you will learn:

  • The number one advantage of investing in collectible coins
  • How collectible coins are positioned in the market
  • About collectible coin grades, and how important they are to a coin’s value
  • How the international markets affect how collectors operate
  • And more!

Tune in to learn about the alternative investment world of coin collecting!

Resources: Copper Beech Financial Group | International Coin Alliance | Keith Jacobsen