The Truth About Wealth

Are you ready for the next energy revolution? John and Michael Parise from Copper Beech Financial Group explore this critical topic with Mitch Kerr, Senior Portfolio Manager at Ategenos Capital. John, Michael, and Mitch examine the forces shaping global energy markets, from record-breaking oil production to the innovative potential of Small Modular Reactors (SMRs). Mitch … Read More Read More

What happens when gold outpaces all expectations in a world where currency devalues? In this episode, John and Michael Parise from Copper Beech Financial Group delve into this intriguing question with Andy Schectman from Miles Franklin. John and Michael take you on an exploration of gold and silver markets, challenging the notion of free markets … Read More Read More

Have you reviewed your beneficiary designations lately? The impact could be more significant than you think. Ensuring your assets are inherited as you intend starts with one critical step: understanding the importance of asset succession and beneficiary designations. Today on The Truth About Wealth, John and Michael Parise of Copper Beech Financial Group explore the … Read More Read More

Take advantage of the full potential of your estate planning strategy by learning about purpose trusts. This episode, featuring David Warren from Bridgeford Trust, dives deep into innovative ways to protect your wealth for generations. John and Michael Parise bring back David, co-founder and chairman of Bridgeford Trust Company, to explore the innovative concept of … Read More Read More

Are you certain your family’s financial future is secure for generations to come? Understanding the true value of your wealth goes beyond numbers; it’s about creating a lasting legacy. Today on The Truth About Wealth, John and Michael Parise revisit the foundation of Copper Beech Financial Group, explore the unique concept of a family CFO, … Read More Read More

Do you need help to hire and retain top talent for your business? In this episode, John and Michael Parise are joined by Max Hansen, CEO and co-founder of Y Scouts, the first-ever purpose-based leadership search firm. Together, they dive into the importance of hiring with purpose and discuss strategies for recruiting and retaining top … Read More Read More

How do the changing tax provisions impact your financial planning? Today on The Truth About Wealth, John and Michael Parise discuss the implications of the expiring tax provisions from the Tax Cuts and Jobs Act. They underscore the necessity of proactive tax planning and the importance of consulting with advisors to maximize benefits before these … Read More Read More

How can Management Services Organizations (MSOs) enhance tax efficiency and asset protection for businesses? Today on The Truth About Wealth, John and Michael Parise welcome back Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, for a conversation about the intricacies of management services organizations (MSOs). Doug provides a comprehensive explanation of MSOs, detailing … Read More Read More

Is becoming a C Corporation the best tax strategy for your business? Today on The Truth About Wealth, John and Michael Parise speak with Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, about the benefits and tax implications of using C corporations for business structures post Tax Cuts and Jobs Act. They explore … Read More Read More

How can generational planning help secure your family’s wealth for the future? Today on The Truth About Wealth, John and Michael Parise get together for a follow-up from the previous episode about upline generational planning. This week, they explore two case studies: the first concerning a family business owner with asset protection needs due to … Read More Read More

Why is generational planning crucial for protecting your family’s wealth? Today, John and Michael Parise discuss upline planning with a focus on the importance of generational planning and asset protection. They highlight the potential conflicts within families during asset distribution and the value of trusts. John and Michael also explore a strategy to maximize income … Read More Read More

How can you secure your family’s future wealth? In short, anticipate change, stay informed, and reach out to your advisor. This week, John and Michael Parise elaborate with a discussion about the importance of proactive wealth management. They highlight the need for individuals to ask questions, educate themselves, and consult with their advisors to secure … Read More Read More

As you transfer your hard-earned assets to your children and groom them to assume control of the family business, you likely want to imbue them with your core family values and an entrepreneurial mindset. But how do you initiate an open dialogue? When is the best time to do it? John and Michael Parise answer … Read More Read More

Why is estate planning crucial for younger families? Chris Ruffino joins Michael Parise to talk about estate planning and why it’s important not only for older generations but for younger families, too. Together, they go over topics such as guardianship, trusts, asset protection, privacy, and coordination of planning between generations. Michael and Chris discuss: Why … Read More Read More

There have been recent changes in tax laws for Roth accounts. Ready to go over them? In this episode, Chris Ruffino and Michael Parise go into the basics of Roth accounts and the recent changes in tax laws. Chris explains the difference between traditional IRAs, and Roth IRAs while introducing the concepts of a ‘backdoor’ … Read More Read More

Every strong family is like a winning team, and just like any successful team, they thrive with the guidance of a dedicated coach. Alex Kirby, the Founder and CEO of Total Family Management, joins John and Michael Parise to talk about the concept of family coaching. Alex explains how his company helps families improve their … Read More Read More

Do you have a plan for the backstage of generational wealth management? If you don’t, it’s never too early to start capturing the history and values of your family founders. In this episode, John and Michael Parise discuss the importance of planning for the backstage of wealth management, particularly in the event of the passing … Read More Read More

Ever wondered about the journey of the coins in your pocket? This week on The Truth About Wealth, John and Michael Parise from Copper Beech Financial Group dive into this fascinating world with David J. Ryder, who served as the U.S. Mint Director under two different presidents. From his early days on Wall Street to … Read More Read More

What if your financial advisor cared about the next three generations of your family? In this episode, Copper Beech’s newest advisor, Chris Ruffino, sits down with hosts John and Michael Parise to answer this pivotal question. Together, they illuminate the multidimensional, generational approach that Copper Beech takes towards financial planning. John, Michael, and Chris discuss: … Read More Read More

Just as true wealth is more than money, the beauty of Bordeaux goes beyond the bottle. In this episode, John and Michael Parise welcome back guest Tim O’Rourke (for the third time!) to navigate the captivating world of Bordeaux wines. Listen in as they dive into the history, production, and unique characteristics that make Bordeaux … Read More Read More