Tag Archives: Investing

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Episode 46 – Measuring Risk In A Family Wealth Plan



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



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 PariseFamily Trusts Book  


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Episode 44 – Bringing The Next Generation Into The Family Business – Part 2 — With Guest Jeff Savlov



Involving the next generation in your family business can be delicate, and it’s important to have a strategy for approaching the transition. 

In part two of this series, John and Michael Parise, along with guest Jeff Savlov, continue navigating the path of skill development and bringing the younger generation into the family businesses.  

In this episode, you will learn:

  • The age when you should start preparing the next generation for work in the family business
  • What could happen when children aren’t prepared to take over
  • The importance of practicing meritocracy in a family business  
  • In-law family involvement in pre-established family businesses
  • The most important attributes leaders should have
  • And more!

Tune in as John, Michael, and Jeff discuss the considerations you should have when bringing the younger generation into business!

Resources: Copper Beech Financial Group | Jeff Savlov | Blum & Savlov | Part 1


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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, you will learn:  

  • The basic concept of impact investing
  • About the broad spectrum of impact investing
  • The benefits of impact investing
  • Why companies looking to create impact will become more prosperous in the future
  • And more!

Tune in to learn about impact investing!

Resources  Copper Beech Financial Group | Emmett Partners