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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

Looking into Future Economic Trends (Ep. 82)

5/18/2022
Right now interest rates and inflation are higher than most of us have ever seen. The market is changing and in the next 18 to 24 month it will look different than the slow rise that we have been used to seeing in the past 12 years. In this episode of The Truth About Wealth, … Continue reading Looking into Future Economic Trends (Ep. 82) →

Duration:00:36:48

How to Pay for Estate Taxes (Ep. 81)

5/4/2022
If you are set to have an estate tax, how might that tax get paid? Can we get that tax to zero? In this episode, John and Michael discuss their approach to estate taxes. In their approach, taxes are voluntary and planning is essential to ensure your loved ones have a plan and the means … Continue reading How to Pay for Estate Taxes (Ep. 81) →

Duration:00:34:16

Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part Two (Ep. 80)

4/20/2022
In today’s market, many investors and clients are coming off of a decade of strong stock market wins and are now wondering, what’s next? With inflation concerns running rampant, many people are starting to look at the real estate asset class for answers. In this episode John and Michael Parise welcome back guests Steven Kantor … Continue reading Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part Two (Ep. 80) →

Duration:00:31:08

Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part One (Ep. 79)

4/6/2022
Real estate is an asset class that comes up in almost every single client meeting. And, while it is a must-have in any portfolio, real estate is a broad asset class that is changing and evolving generation by generation. In this episode John and Michael Parise welcome guests Steven Kantor and Michael Brown for part … Continue reading Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part One (Ep. 79) →

Duration:00:32:28

A Journey into the World of Spanish Wine with Tim O’Rourke (Ep. 78)

3/23/2022
If you are a lover of high quality wines that don’t break the bank, this deep dive into the various wine regions of Spain is for you. In this episode, John and Michael Parise welcome back guest Tim O’Rourke to discuss the different wine regions of Spain, the complex history that has shaped the Spanish … Continue reading A Journey into the World of Spanish Wine with Tim O’Rourke (Ep. 78) →

Duration:00:32:03

Distinguishing Between Market Noise and Market Impact with Paul Dietrich, Part 2 (Ep. 77)

3/9/2022
2021 was a year full of ups and downs. Will 2022 be the same? In the latest episode, John and Michael Parise welcome back guest Paul Dietrich for part two of a two part series where we review the events of 2021, their impacts on the economy, and what 2022 may have in store. John, … Continue reading Distinguishing Between Market Noise and Market Impact with Paul Dietrich, Part 2 (Ep. 77) →

Duration:00:32:32

Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76)

2/23/2022
Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better Infrastructure Bill, or the ever-growing federal debt, might impact the market? In the latest episode, John and Michael Parise welcome back guest Paul Dietrich to discuss how you can … Continue reading Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76) →

Duration:00:33:55

How to Choose the Right Trustee with David Warren (Ep.75)

2/9/2022
When estate planning, one of the most difficult decisions is choosing the right trustee for your family. But it doesn’t have to be. In this episode, John and Michael Parise speak with David Warren, J.D., co-founder, and chairman of Bridgeford Trust Company about the challenges of picking the right trustee and/or trust company, and highlights … Continue reading How to Choose the Right Trustee with David Warren (Ep.75) →

Duration:00:38:14

74. How to Turn Your Life Insurance into Life Settlement with Aaron Giroux

1/26/2022
Did you know that 87% of life insurance policies never pay a death claim? Are you aware of the options available to you within the settlement space? Life settlements are one of the lesser known planning tools available to those with life insurance policies that they wish to sell. In this episode, John and Michael … Continue reading 74. How to Turn Your Life Insurance into Life Settlement with Aaron Giroux →

Duration:00:33:27

73. 10 Concerns On The Minds of Our Clients — Part 2

1/12/2022
Who is going to take care of you into your old age? Do you have your estate planning dealings worked out? In the first part of this two-parter miniseries, John and Michael introduced us to 10 concerns on the minds of their clients. In this episode, they continue the conversation focusing on long-term care planning, … Continue reading 73. 10 Concerns On The Minds of Our Clients — Part 2 →

Duration:00:30:09

72. 10 Concerns On The Minds of Our Clients: Part 1

12/29/2021
Have you ever wondered what happens if you outlive your money? Is concern about inflation on your mind? Others in your situation are likely thinking about the same thing. In this multi-part series, John and Michael Parise cover 10 concerns on the minds of their clients. In this episode, John and Michael cover market volatility, … Continue reading 72. 10 Concerns On The Minds of Our Clients: Part 1 →

Duration:00:32:06

71. Opportunities Available For Gold and Silver Investments With Andy Schectman

12/15/2021
Precious metals like silver and gold can be seen as an investment, but they could also be viewed as a means for wealth preservation. In this episode, John and Michael Parise are once again joined by Andy Schectman, CEO of Miles Franklin Precious Metal Investments. Andy explains the opportunity of a generation that silver is, … Continue reading 71. Opportunities Available For Gold and Silver Investments With Andy Schectman →

Duration:00:37:41

70. The State of Gold and Silver As An Asset Class With Andy Schectman

12/1/2021
Precious metals are more of an obscure asset class, but there is huge value in owning these assets as part of your overall portfolio. In this episode, John and Michael Parise are joined by Andy Schectman, CEO of Miles Franklin Precious Metal Investments. Andy lays out a brief history of the gold and silver industry, … Continue reading 70. The State of Gold and Silver As An Asset Class With Andy Schectman →

Duration:00:42:36

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