Category Archives: Uncategorized

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Episode 24 – Case Study: Charitable Planning



For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving to help you meet your own financial goals?

In this episode of The Truth About Wealth Podcast, John and Michael Parise share a case study about a family who included charitable planning in their financial plan. Listen in as they share valuable information about using charitable planning as a mutually beneficial financial option.

In this episode, you will learn:

  • How to use charitable giving to avoid paying estate tax
  • How this charitable giving can help to keep your family close
  • Why it’s critical to keep your team of advisors in the loop about your plans
  • How to use a family foundation to donate to various charities
  • And more!

Tune in today to hear this case study from John and Michael about charitable giving!

Resources:  Copper Beech Financial Group


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Episode 23 – Qualified Opportunity Zone Funds Updates — With Brandon Hughes



Changes to tax laws made in 2017 saw an increase in qualified opportunity zone funds, and these are starting to have an impact on our clients. 

In this episode of The Truth About Wealth Podcast, John and Michael Parise speak with Brandon Hughes of Peachtree Hotel Group about qualified opportunity zone funds and how they may impact your taxes. 

In this episode, you will learn:

  • Why time may be of the essence to invest in a qualified opportunity zone fund
  • Which avenues you may have access to for saving money in taxes
  • Why Brandon’s experience in the hospitality sector makes him especially qualified to discuss qualified opportunity zone funds
  • How the markets impact the funds
  • And more!

Tune in to learn about changes in tax laws, including how you can use qualified opportunity zone funds to save money in taxes. 

Resources:  Copper Beech Financial Group | Peachtree Hotel Group | Brandon Hughes


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Episode 19 – Life Insurance as an Asset Class



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


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Episode 18 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 2



Unless you’ve been living under a rock, you know that China and the U.S. are in the midst of trade negotiations. 

In this episode of The Truth About Wealth Podcast, Paul Dietrich returns to finish the market discussion with John and Michael Parise. Listen in as Paul shares his insights on the agreement — or lack thereof — between China and the U.S.

In this episode, you will learn:

  • About changes from recent trade negotiations between the U.S. and other countries
  • Paul’s thoughts on tariffs between China and the U.S.
  • What it means to be classified as a “currency manipulator”
  • What underlying political effects the trade negotiations may have
  • And more!

Tune in to hear Paul’s opinions and expertise about the impact of trade negotiations between China and the U.S. 

Resources:  Copper Beech Financial Group | Fairfax Global Markets | Paul Dietrich LinkedIn | Episode 21 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 1


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Episode 16 – Private Insurance Structure — With Guest Mark Sims: Part 2



In this episode of The Truth About Wealth Podcast, guest Mark Sims returns to answer more questions about private insurance structure, including how they function across the United States and Puerto Rico.

In this episode, you will learn:

  • The top 10 most popular risks that individuals insure themselves against
  • Reasons for using private insurance structure to protect yourself from catastrophic consequences
  • What the ongoing annual cost of private insurance is for clients
  • The overall benefit of having private insurance for you, your family, and your business
  • And more!

Tune in to hear the second part of Mark Sims’ series on private insurance structure!

Resources:  Copper Beech Financial Group | Captive Alternatives | Episode 15: Private Insurance Structure — With Mark Sims: Part 1


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Episode 15 – Private Insurance Structure — With Mark Sims: Part 1



Risk management is key, both on the business side and on the personal finance side.

In this episode, John and Michael Parise sit down with guest Mark Sims. Mark discusses his work at Captive Alternatives, specifically his expertise in risk management with private insurance structure within the family office structure.

In this episode, you will learn:

  • Which risk management sectors Mark and the Captive Alternatives team specialize in, specifically within the family office structure
  • Various benefits of the private insurance structure, but why you may not have heard about them before
  • How the private insurance structure compares to more typical insurance policies and the motivation to use a private insurance structure
  • How to access the surplus on a private insurance structure policy
  • And more!

Tune in to learn about Mark Sims’ expertise in private insurance structure as a means of risk management within the family office structure!

Resources:  Copper Beech Financial Group | Captive Alternatives


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Episode 13 – 7 Common Objections to Trusts: Part 2



Trusts can be highly beneficial tools for generating and conserving wealth through multiple generations. However, it’s common for individuals and families to have objections to establishing trusts.

In this second part of a two-part series, John and Michael Parise explain — and debunk — some of those common objections and share their expertise on the benefits of trusts.

In this episode, you will learn:

  • How John and Michael educate their clients through family meetings on the usefulness of trusts
  • How trusts can support beneficiaries’ natural desires to be self-sufficient
  • The value of a legacy letter when establishing trusts
  • How to balance wealth preservation with the ability to enjoy family wealth
  • How Michael works with other attorneys to establish flexibility and exit strategies with trustees in documents
  • And more!

Tune in to hear the final four objections to trusts in this episode of The Truth About Wealth Podcast with John and Michael Parise!

Resources:  Copper Beech Financial Group | 7 Common Objections to Trusts: Part 1