Episode 34 – Expand Your Wine Palette and Start Your Collection –– With Tim O’Rourke

Episode 34 – Expand Your Wine Palette and Start Your Collection –– With Tim O’Rourke

Have you ever wondered how wine goes from the vineyard to your glass? Do you want to know if you’re storing your wine correctly for optimal flavor? In this episode, John and Michael Parise are joined by Tim O’Rourke, a wine investor with an impressive collection that was featured on the cover of Wine Spectator …

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Episode 33 – The Importance of Creating a Business Succession Plan

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 …

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

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, …

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Episode 31 – Your Common Concerns Answered

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 …

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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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