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The Truth About Wealth

Education Podcasts

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

Location:

United States

Description:

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

Language:

English

Contact:

(856) 988-8300


Episodes

Episode 39 – The Alternative Investment World Of Collectible Coins – With Guest Keith Jacobsen

8/12/2020
Collectible coins are an excellent way to build your investment portfolio, or they could be an asset you pass down to the next generation. John and Michael Parise speak with Keith Jacobsen, founder of the International Coin Alliance. Keith introduces us to the investment world of collectible coins, sharing some of his stories over his … Continue reading Episode 39 – The Alternative Investment World Of Collectible Coins – With Guest Keith Jacobsen →

Duration:00:35:16

Episode 38 – Premium Financing Of Life Insurance Policies – With Guest Darren Sugiyama

7/29/2020
Premium financing is a strategic way to build wealth over time, but it does come with its risks. In today’s episode of The Truth About Wealth Podcast, Michael is joined by Darren Sugiyama, author and Managing Partner for Lionsmark Capital. Darren examines premium financing, its benefits, the requirements needed to qualify, and more. In this … Continue reading Episode 38 – Premium Financing Of Life Insurance Policies – With Guest Darren Sugiyama →

Duration:00:43:46

Episode 37: When Planning Doesn’t Go as Planned

7/15/2020
At Copper Beech Financial Group, we typically establish long-term relationships with clients and families, but our platform isn’t necessarily the right fit for every family. In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss a hypothetical example of an estate plan that did not work out and cover the various … Continue reading Episode 37: When Planning Doesn’t Go as Planned →

Duration:00:22:32

Episode 36: Charitable Lead Annuity Trust – With Derek Myron

7/1/2020
What is a charitable lead annuity trust and how can it benefit taxpayers? In this episode of The Truth About Wealth Podcast, Michael Parise speaks with Derek Myron from Centura Wealth Advisory to discuss charitable lead annuity trust. Derek provides an extensive look into the trust and its tax benefits. In this episode, you will … Continue reading Episode 36: Charitable Lead Annuity Trust – With Derek Myron →

Duration:00:34:11

Episode 35: Managing Family Businesses

6/17/2020
Do you run a family business? How do you handle the daily challenges that may be unique to running a family business? In this episode of The Truth About Wealth Podcast, John & Michael Parise discuss all things family business: what it’s like to run a family business, how Copper Beech was started, the different … Continue reading Episode 35: Managing Family Businesses →

Duration:00:34:07

Episode 34 – Expand Your Wine Palette and Start Your Collection –– With Tim O’Rourke

6/3/2020
Have you ever wondered how wine goes from the vineyard to your glass? Do you want to know if you’re storing your wine correctly for optimal flavor? In this episode, John and Michael Parise are joined by Tim O’Rourke, a wine investor with an impressive collection that was featured on the cover of Wine Spectator … Continue reading Episode 34 – Expand Your Wine Palette and Start Your Collection –– With Tim O’Rourke →

Duration:00:38:11

Episode 33 – The Importance of Creating a Business Succession Plan

5/20/2020
Having no business succession plan can be detrimental to family wealth. In this episode of The Truth About Wealth Podcast, John & Michael Parise begin a new series of case studies in which they examine the situation of a past client, discuss their specific needs, and the steps they took to create their plan. In … Continue reading Episode 33 – The Importance of Creating a Business Succession Plan →

Duration:00:27:37

Episode 32: Impact Investing — with Christopher Vroman and Dr. Laura Fenster Rothchild

5/6/2020
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, … Continue reading Episode 32: Impact Investing — with Christopher Vroman and Dr. Laura Fenster Rothchild →

Duration:00:31:44

Episode 31 – Your Common Concerns Answered

4/22/2020
Likely, when it comes to your wealth, you have some questions and concerns about longevity through generations. We’re here to help. In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss common concerns they hear from families, and share how they approach these situations. In this episode, you will learn: How … Continue reading Episode 31 – Your Common Concerns Answered →

Duration:00:31:59

Episode 30 – A Family Mission Statement is Key for Your Legacy

4/8/2020
Family mission statements are one of the most important parts of our clients’ financial legacies. In this episode of The Truth About Wealth Podcast, John Parise tackles the subject of family mission statements, and why they are the key to your legacy. In this episode, you will learn: How the Copper Beech team approaches these … Continue reading Episode 30 – A Family Mission Statement is Key for Your Legacy →

Duration:00:33:01

Episode 29 – A Recession on the Horizon with guest Paul Dietrich — Part 2

3/25/2020
Like most things in life, the economy fluctuates, and it can’t continuously be on an upswing. Paul Dietrich is back with part two of this mini-series for The Truth About Wealth Podcast about the realities of the economy and the potential of an upcoming recession. In this episode, you will learn: How international trade plays … Continue reading Episode 29 – A Recession on the Horizon with guest Paul Dietrich — Part 2 →

Duration:00:27:35

Episode 28 – A Recession on the Horizon — with guest Paul Dietrich

3/18/2020
As much as you may want it to, the economy cannot be stable forever. Many experts are predicting an impending recession, potentially as soon as this year. In this episode of The Truth About Wealth Podcast, Michael Parise sits down with returning guest Paul Dietrich, Copper Beech’s chief investment strategist, to talk recessions, the indicators … Continue reading Episode 28 – A Recession on the Horizon — with guest Paul Dietrich →

Duration:00:29:45

Episode 27 – Options to Reduce Your Taxes for Your IRA — With Mary Read, CPC, CPFA, QPA

3/4/2020
Let’s face it — saving money in taxes is always going to be a major goal of financial planning. In this episode, John and Michael Parise discuss tax-saving measures you can take with your IRA, with special guest Mary Read, CPC, CPFA, QPA, and national director of pension and protection planning at Pentegra Retirement Services … Continue reading Episode 27 – Options to Reduce Your Taxes for Your IRA — With Mary Read, CPC, CPFA, QPA →

Duration:00:37:18

Episode 26 – Is Your Estate Plan Public or Private?

2/12/2020
Is your estate plan private or public? Do you even know what type of plan you have? In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss estate plans, why they are typically in the public domain, and how to avoid a public process. In this episode, you will learn: Why … Continue reading Episode 26 – Is Your Estate Plan Public or Private? →

Duration:00:39:51

Episode 25 – What is Estate Equalization?

1/29/2020
It’s possible that you’re familiar with estate equalization, even if you’ve never heard of it until now. In this episode of The Truth About Wealth Podcast, John and Michael Parise explain why it’s important to discuss estate equalization during your family meetings. This is a must-listen conversation for parents of blended families, business owners, and … Continue reading Episode 25 – What is Estate Equalization? →

Duration:00:31:27

Episode 24 – Case Study: Charitable Planning

1/15/2020
For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving to help you meet your own financial goals? In this episode of The Truth About Wealth Podcast, John and Michael Parise share a case study about a family who included charitable … Continue reading Episode 24 – Case Study: Charitable Planning →

Duration:00:39:47

Episode 23 – Qualified Opportunity Zone Funds Updates — With Brandon Hughes

12/30/2019
Changes to tax laws made in 2017 saw an increase in qualified opportunity zone funds, and these are starting to have an impact on our clients. In this episode of The Truth About Wealth Podcast, John and Michael Parise speak with Brandon Hughes of Peachtree Hotel Group about qualified opportunity zone funds and how they … Continue reading Episode 23 – Qualified Opportunity Zone Funds Updates — With Brandon Hughes →

Duration:00:37:55

Episode 22 – Buy-Sell Agreements Can Save You Millions

12/18/2019
When it comes to buying and selling, it’s critical that you understand the difference between public and privately held companies. While there is a readily available market for public ownership, buying and selling within a private partnership or company can be a bit more complicated. In this episode of The Truth About Wealth Podcast, John … Continue reading Episode 22 – Buy-Sell Agreements Can Save You Millions →

Duration:00:32:43

Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®

12/4/2019
Exit planning is a major part of owning a business. And for many business owners, creating a plan that helps them do good by rewarding the employees that have helped them become successful is incredibly attractive. Today, John and Michael Parise welcome Rick Jaye of Business Transition Advisors to explore the world of ESOPs. Rick … Continue reading Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC® →

Duration:00:41:02

Episode 20 – Turn Your Philanthropy Into a Generational Project

11/20/2019
There are many reasons to include philanthropic practices in your family’s overall financial plan. In this episode, John and Michael Parise discuss the basics of philanthropic planning for families, including how families can work together to choose charities and how this plan should fit into your generational wealth strategy. In this episode, you will learn: … Continue reading Episode 20 – Turn Your Philanthropy Into a Generational Project →

Duration:00:30:00