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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

69. Estate Planning Law Proposals You Should Be Thinking About

11/17/2021
There may be changes to estate planning rules in the near future. If you’re a family that looks for advanced planning, you should be preparing for these changes regardless of whether or not they come to pass. In part two of this two-part series, John and Michael Parise look at potential estate planning changes that … Continue reading 69. Estate Planning Law Proposals You Should Be Thinking About →

Duration:00:31:28

68. Income Tax Law Proposals You Should Be Thinking About

11/3/2021
There are currently tax law proposals being discussed in Congress that if passed, could have a major impact on taxes. In this episode, John and Michael Parise discuss the most recent tax law proposal put forth by Congress, specifically covering income tax provisions. They emphasize that these are just provisional changes and that they may … Continue reading 68. Income Tax Law Proposals You Should Be Thinking About →

Duration:00:32:08

67. Concerns That Are Keeping Everyone Up At Night

10/13/2021
There are a number of questions and concerns that clients ask for clarification about, from inflation, to proposed tax changes, how those will impact their accounts, and more. In this episode, John and Michael Parise have an open discussion about questions they regularly receive from their clients and aim to answer these frequently asked questions. … Continue reading 67. Concerns That Are Keeping Everyone Up At Night →

Duration:00:30:40

66. How To Pick The Right Trustee

9/29/2021
One of the more difficult challenges of estate planning is choosing the right trustee. In this episode, John and Michael Parise aim to help you gain a better understanding of the implications of choosing a trustee and what to consider when making this decision. They look at what makes choosing a trustee so difficult and … Continue reading 66. How To Pick The Right Trustee →

Duration:00:36:17

65. What’s Going On With The Markets And Where Are We Heading? With Peter Andersen

9/15/2021
John and Michael are routinely asked about what’s going on with the markets, with the pandemic and what the expectations are with stocks and bonds and real estate. Today, they look to answer many of these questions. In this episode, John and Michael speak with Peter Andersen, CFA, of Anderson Capital Management. Peter provides some … Continue reading 65. What’s Going On With The Markets And Where Are We Heading? With Peter Andersen →

Duration:00:31:45

64. The World of Private Placement Life Insurance With Edward Gordon

9/1/2021
The potential of tax rates rising understandably has people concerned about their tax planning situations. In this episode, John and Michael are joined by Edward Gordon of Preservation Capital Partners. Ed runs a tax efficient program for private placement life insurance, and he’s here to explain everything about the program. Ed shares a real life … Continue reading 64. The World of Private Placement Life Insurance With Edward Gordon →

Duration:00:33:13

63. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part Two

8/18/2021
The pandemic has been tough on us all. Amy Jordan returns to share her experience over the past year with cervical cancer, and how her healthy lifestyle ultimately got her through it. In this episode, John and Michael Parise speak once again with Amy Jordan. Amy speaks more about the WundaBar experience, including details about … Continue reading 63. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part Two →

Duration:00:27:06

62. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part One

8/4/2021
Everything in your body is connected—you can’t exercise your body and eat poorly and expect top results. In this episode, John and Michael are joined by Amy Jordan, creator and CEO of WundaBar Pilates. Amy shares her wealth of knowledge about Pilates, how she got into it, and who helped her realize her vision of … Continue reading 62. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part One →

Duration:00:26:34

61. The Generational Impact Of The SECURE Act Part Two

7/21/2021
A new provision in the SECURE Act requires children that inherit an IRA or a qualified plan to essentially withdraw those funds no later than 10 years after the date of death. How can you ensure that your child gains the most from their inheritance after you are gone? In part two of this series, … Continue reading 61. The Generational Impact Of The SECURE Act Part Two →

Duration:00:36:52

60. The Generational Impact Of The SECURE Act — Part One

7/7/2021
A recent provision to the SECURE Act could have major implications on how qualified plans, including your IRA, 401(k) and 403(b), are inherited by your children. It’s important that you understand the ramifications of this provision in order to protect your wealth. In this episode, John and Michael Parise discuss these new provisions of the … Continue reading 60. The Generational Impact Of The SECURE Act — Part One →

Duration:00:22:53

59. The Plan For Succession in the Family Business

6/23/2021
Do you have a succession plan in place for your family business? In this episode, Michael Parise shares his personal experience with succession planning as the second generation within his family business. He reveals the importance of communication between generations when developing your business succession plan, and how the expectations of each generation can shape … Continue reading 59. The Plan For Succession in the Family Business →

Duration:00:30:12

Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov

6/9/2021
By now, you should be knowing that governance is all about helping families stay organized and guided within their business. But where can you get started? In the second part of this two-part series, John and Michael Parise are joined by returning guest, Blum & Savlov, LLP’s Jeff Savlov. This time, Jeff takes a deep … Continue reading Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov →

Duration:00:31:09

Episode 57: Governance at an Enterprising Family Level – With Jeff Savlov

5/26/2021
Family governance refers to the structures and processes families use to organize themselves and guide their relationship with their enterprise. In the first part of this two-part series, Jeff Savlov, founder of Blum & Savlov, LLP joins John and Michael Parise to explain the family component of governance. Jeff highlights how families and their businesses … Continue reading Episode 57: Governance at an Enterprising Family Level – With Jeff Savlov →

Duration:00:27:19

Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To

5/12/2021
The Copper Beech team is going back to the classics in this highlight reel episode! In this episode, John and Michael Parise revisit a series of episodes you must listen to in order to help you gain insight to overcome and solve potential concerns about your generational wealth planning. You will learn: The importance of … Continue reading Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To →

Duration:00:25:14

Episode 55 – Case Studies: Annuities as Helpful Multi-Generational Planning Tools – Part 2 – With Michael R. Harris, CFP®, ChFC

4/28/2021
Annuities can be hugely beneficial for multi-generational planning, but how do you really go about doing that? What are the technical components of including annuities in your plan? In part two of this two-part series, Mike Harris, senior education advisor at the Alliance for Lifetime Income, once again sits down with John and Michael Parise … Continue reading Episode 55 – Case Studies: Annuities as Helpful Multi-Generational Planning Tools – Part 2 – With Michael R. Harris, CFP®, ChFC →

Duration:00:35:53

Episode 54 – Annuities as a Helpful Income Planning Tool – With Michael R. Harris, CFP®, ChFC

4/14/2021
The Alliance For Lifetime Income’s Michael R. Harris is all about helping YOU address the risk of outliving your retirement income. In this episode, John and Michael Parise speak with Mike Harris to discover everything Mike has to say about annuities, and how to creatively use them within your income planning. You will learn: An … Continue reading Episode 54 – Annuities as a Helpful Income Planning Tool – With Michael R. Harris, CFP®, ChFC →

Duration:00:33:57

Episode 53 – A Discussion on Business And Family Leadership – With Guest Robert Brown

3/17/2021
Strong leadership is crucial for generational wealth and business transfer. In this episode, John and Michael Parise sit down with their first client guest, CEO and president of American Asphalt Company, Robert Brown. Robert draws from his own business experience and journey to discuss the importance of sharing leadership values and training with the next … Continue reading Episode 53 – A Discussion on Business And Family Leadership – With Guest Robert Brown →

Duration:00:31:13

Episode 52 – A Deep Dive Into the 1031 Exchange – With Guest Gary Callahan

3/3/2021
While Section 1031 of the Tax Code provides tax deferral solutions for the nation’s middle-class, it’s also a helpful tool for economic and job growth. In this episode, John and Michael Parise sit down with Gary Callahan, the senior vice president of Inland Securities Corporation. Today, Gary shares his expertise in the 1031 exchange arena. … Continue reading Episode 52 – A Deep Dive Into the 1031 Exchange – With Guest Gary Callahan →

Duration:00:39:56

Episode 51 – Clarke & Cohen: Yet Another Successful Family Business – With Guest Richard Cohen, SPPA

2/17/2021
Pennsylvania-based public insurance adjusters firm Clarke & Cohen is a 100-year family business that has already reached the fourth generation. In this episode, John and Michael Parise sit down with public adjuster and the firm’s CEO, Richard Cohen, SPPA. Today, Richard reviews his family and the business journey that’s closely related to the building and … Continue reading Episode 51 – Clarke & Cohen: Yet Another Successful Family Business – With Guest Richard Cohen, SPPA →

Duration:00:33:01

Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2

2/3/2021
Are you in your family’s second or third generation, and interested in learning how to carry on your family’s wealth? In part two of this two part series, John and Michael Parise discuss different considerations second and third generations must have when handling their family’s wealth, highlighting the importance of effective communication and data organization. … Continue reading Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2 →

Duration:00:35:18