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The Truth About Wealth Podcast

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Location:

United States

Language:

English

Contact:

(856) 988-8300


Episodes

Episode 4 – 10 Eye-Opening Questions to Protect Your Wealth: Part 1

4/10/2019
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If something were to happen to you tomorrow, what would happen to your business? This is the first question in John and Michael Parise’s insightful and action-prompting white paper, 10 Eye-Opening Questions to Protect Your Wealth. Today, they explain why this is one of the most important questions you can ask yourself as a business … Continue reading Episode 4 – 10 Eye-Opening Questions to Protect Your Wealth: Part 1 →

Duration:00:25:48

Episode 3 – Audits Don’t Need to Be Scary

3/27/2019
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When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip. But fear not. Copper Beech Financial Group’s audit process is a very positive tool that can be used to determine the next steps in a client’s wealth journey. In this episode, you will learn: About the steps of the … Continue reading Episode 3 – Audits Don’t Need to Be Scary →

Duration:00:25:50

Episode 2 – Copper Beech is a Family Office

3/13/2019
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Copper Beech Financial Group provides a specialized service for their clients. Specifically, they take on the role of ‘family CFO’ to provide multi-generational financial planning for high-income families. In this episode, you will hear about the discovery process for prospective clients at Copper Beech Financial Group, and the ins and outs of the ‘family office … Continue reading Episode 2 – Copper Beech is a Family Office →

Duration:00:24:52

Episode 1 – Meet John and Michael Parise of Copper Beech Financial Group

2/27/2019
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In this inaugural episode of The Truth About Wealth Podcast, you’ll meet John and Michael Parise of Copper Beech Financial Group. This father-son duo works with families in the southern New Jersey-Philadelphia area, offering them supports in their generational financial planning. In this episode you will learn: How John Parise got his start in finance … Continue reading Episode 1 – Meet John and Michael Parise of Copper Beech Financial Group →

Duration:00:26:14