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The Truth About Wealth Podcast

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Location:

United States

Language:

English

Contact:

(856) 988-8300


Episodes

Episode 6 – Using Trusts to Avoid Asset Protection Risks: Part 2

5/8/2019
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Are your assets protected? This question is highly relevant to high-net-worth families and individuals, and it involves delving into emotional topics. In the second part of their mini-series, John and Michael Parise guide you with compassion and expertise through the final three asset protection risks and how to avoid them. In this episode, you will … Continue reading Episode 6 – Using Trusts to Avoid Asset Protection Risks: Part 2 →

Duration:00:31:46

Episode 5 – Using Trusts to Avoid Asset Protection Risks: Part 1

4/24/2019
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It’s imperative that high-income families take steps to protect their assets. In this episode, John and Michael Parise explain how they help clients avoid four asset protection risks, starting with potential lawsuits. It’s time for Juris Doctor Michael to share how he puts his law degree to work at Copper Beech Financial Group. In this … Continue reading Episode 5 – Using Trusts to Avoid Asset Protection Risks: Part 1 →

Duration:00:28:02

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