This browser doesn't support Spotify Web Player. Switch browsers or download Spotify for your desktop.

The Truth About Wealth

By John Parise and Michael Parise

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.

  1. 1.
    Episode 45 – The Financial and Emotional Components of Legacy Letters11/13/2020
    33:16
  2. 2.
    Episode 44 – Bringing The Next Generation Into The Family Business – Part 2 — With Guest Jeff Savlov10/28/2020
    32:11
  3. 3.
    Episode 43 – Raising Children in the Context of Family Financial Success10/21/2020
    31:48
  4. 4.
    Episode 42 – Intentionally Defective Grantor Trust Planning in 202009/30/2020
    30:35
  5. 5.
    Episode 41 – Planning For Special Needs Adults – With Guest Mike Byrne09/09/2020
    29:57
  6. 6.
    Episode 40 – Special Needs Planning And The Issue Of Guardianship08/26/2020
    31:23
  7. 7.
    Episode 39 – The Alternative Investment World Of Collectible Coins – With Guest Keith Jacobsen08/12/2020
    35:16
  8. 8.
    Episode 38 – Premium Financing Of Life Insurance Policies – With Guest Darren Sugiyama07/29/2020
    43:46
  1. 9.
    Episode 37: When Planning Doesn’t Go as Planned07/15/2020
    29:03
  2. 10.
    Episode 36: Charitable Lead Annuity Trust – With Derek Myron07/01/2020
    34:11
  3. 11.
    Episode 35: Managing Family Businesses06/17/2020
    34:07
  4. 12.
    Episode 34 – Expand Your Wine Palette and Start Your Collection –– With Tim O’Rourke06/03/2020
    38:11
  5. 13.
    Episode 33 – The Importance of Creating a Business Succession Plan05/20/2020
    27:37
  6. 14.
    Episode 32: Impact Investing — with Christopher Vroman and Dr. Laura Fenster Rothchild05/06/2020
    31:44
  7. 15.
    Episode 31 – Your Common Concerns Answered04/22/2020
    32:00
  8. 16.
    Episode 30 – A Family Mission Statement is Key for Your Legacy04/08/2020
    33:02
  9. 17.
    Episode 29 – A Recession on the Horizon with guest Paul Dietrich — Part 203/25/2020
    27:35
  10. 18.
    Episode 28 – A Recession on the Horizon — with guest Paul Dietrich03/18/2020
    29:45
  11. 19.
    Episode 27 – Options to Reduce Your Taxes for Your IRA — With Mary Read, CPC, CPFA, QPA03/04/2020
    37:19
  12. 20.
    Episode 26 – Is Your Estate Plan Public or Private?02/12/2020
    32:22
  13. 21.
    Episode 25 – What is Estate Equalization?01/29/2020
    31:28
  14. 22.
    Episode 24 – Case Study: Charitable Planning01/15/2020
    31:28
  15. 23.
    Episode 23 – Qualified Opportunity Zone Funds Updates — With Brandon Hughes12/30/2019
    35:01
  16. 24.
    Episode 22 – Buy-Sell Agreements Can Save You Millions12/18/2019
    32:44
  17. 25.
    Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®12/04/2019
    41:03
  18. 26.
    Episode 20 – Turn Your Philanthropy Into a Generational Project11/20/2019
    34:19
  19. 27.
    Episode 19 – Life Insurance as an Asset Class11/06/2019
    30:40
  20. 28.
    Episode 18 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 210/23/2019
    30:01
  21. 29.
    Episode 16 – Private Insurance Structure — With Guest Mark Sims: Part 210/16/2019
    29:23
  22. 30.
    Episode 17 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 110/09/2019
    36:18
  23. 31.
    Episode 15 – Private Insurance Structure — With Mark Sims: Part 109/11/2019
    26:04
  24. 32.
    Episode 14 – 10 Strategies for Estate Planning08/28/2019
    35:16
  25. 33.
    Episode 13 – 7 Common Objections to Trusts: Part 208/14/2019
    32:09
  26. 34.
    Episode 12 – 7 Common Objections to Trusts: Part 107/31/2019
    32:29
  27. 35.
    Episode 11 – Align Your Tribe07/17/2019
    27:31
  28. 36.
    Episode 10 – It’s Not What You Make, It’s What You Keep07/03/2019
    27:54
  29. 37.
    Episode 9 – How to Keep Top Management in a Competitive Job Market06/19/2019
    28:49
  30. 38.
    Episode 8 – The Importance of Family Meetings06/05/2019
    26:46
  31. 39.
    Episode 7 – The Copper Beech Process Case Study05/22/2019
    29:52
  32. 40.
    Episode 6 –  Using Trusts to Avoid Asset Protection Risks: Part 205/08/2019
    27:59
  33. 41.
    Episode 5 – Using Trusts to Avoid Asset Protection Risks: Part 104/24/2019
    28:19
  34. 42.
    Episode 4 – 10 Eye-Opening Questions to Protect Your Wealth: Part 104/10/2019
    28:18
  35. 43.
    Episode 3 – Audits Don’t Need to Be Scary03/27/2019
    28:24
  36. 44.
    Episode 2 – Copper Beech is a Family Office03/13/2019
    28:03
  37. 45.
    Episode 1 – Meet John and Michael Parise of Copper Beech Financial Group02/27/2019
    32:08

Listen to The Truth About Wealth now.

Listen to The Truth About Wealth in full in the Spotify app