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

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 …

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

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 …

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

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 …

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

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 …

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Episode 25 – What is Estate Equalization?

Episode 25 – What is Estate Equalization?

It’s possible that you’re familiar with estate equalization, even if you’ve never heard of it until now.  In this episode of The Truth About Wealth Podcast, John and Michael Parise explain why it’s important to discuss estate equalization during your family meetings. This is a must-listen conversation for parents of blended families, business owners, and …

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

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 …

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Episode 22 – Buy-Sell Agreements Can Save You Millions

Episode 22 – Buy-Sell Agreements Can Save You Millions

When it comes to buying and selling, it’s critical that you understand the difference between public and privately held companies. While there is a readily available market for public ownership, buying and selling within a private partnership or company can be a bit more complicated.  In this episode of The Truth About Wealth Podcast, John …

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Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®

Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®

Exit planning is a major part of owning a business. And for many business owners, creating a plan that helps them do good by rewarding the employees that have helped them become successful is incredibly attractive. Today, John and Michael Parise welcome Rick Jaye of Business Transition Advisors to explore the world of ESOPs. Rick …

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