Tag: Copper Beech Financial Group

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Episode 47 – A Deep Dive into The French Wine Industry – With Guest Tim O’Rourke

Episode 47 – A Deep Dive into The French Wine Industry – With Guest Tim O’Rourke

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France is one of the world’s largest producers of wine, and is the source of many grape varieties such as Cabernet Sauvignon, Chardonnay, Sauvignon blanc, and Pinot noir. 

In this episode, John and Michael Parise sit down with wine investor Tim O’Rourke to examine what sets France apart as a producer of wine and how wine can be a multi-generational business, as well as tips for wine collecting and storage. 

In this episode, you will learn:

  • How and where Cabernet Sauvignon was initially created 
  • Why winemaking is a “freelance” creation that depends on the winemaker 
  • Tim’s take on what determines the cost of wine bottles 
  • Winemaking as a multi-generational business
  • The importance of being “temperature consistent” when storing wines 
  • And more!

From France to the rest of the world, tune in to find out everything you need to know about the evolution of French wine and champagne! 

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise 

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Episode 46 – Measuring Risk In A Family Wealth Plan

Episode 46 – Measuring Risk In A Family Wealth Plan

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To what extent have you involved and taught your family about risk calculation? 

In this episode, John and Michael Parise explain the importance of communicating and involving your family in wealth plan risk calculation. They highlight the different risks you and your family should ALWAYS consider when it comes to generational wealth planning. 

In this episode, you will learn:

  • Must-have tax considerations when stepping out of the market 
  • How emotions can impact the amount of risk an individual is willing to take on
  • How Copper Beech Financial Group prepares clients for potential business risk 
  • The importance of communication when it comes to assessing family risk
  • And more!

Tune in as John and Michael dive deep into family risk assessment while explaining that the more you can preserve in taxes – the more your account value will grow! 

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise 

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Episode 45 – The Financial and Emotional Components of Legacy Letters

Episode 45 – The Financial and Emotional Components of Legacy Letters

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In many cases, legacy letters are the main vessel for transferring financial assets down the generational line. 

In this episode, John and Michael Parise explain the importance of elaborating and involving your family in legacy letters, and highlight the different considerations you should have when you’re prepared to craft your own.  

In this episode, you will learn:

  • John’s take on using legacy letters as a way to be remembered 
  • The difference between the communicational and emotional sides of legacy letters 
  • The difference between a mission statement and a legacy letter   
  • Tips for using legacy letters as tools to involve grandchildren 
  • The role of language in defining a trustee’s authority level 
  • And more!

Listen in as John and Michael define legacy letters as tools to communicate your wishes to future generations!  

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise | Family Trusts Book