The Truth About Wealth - podcast cover

The Truth About Wealth

John Parise and Michael Parisethetruthaboutwealth.blubrry.net
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.
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Episodes

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

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 … Read More Read More...

Feb 23, 202234 min

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

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 … Read More Read More

Feb 09, 202238 min

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

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 … Read More Read More

Jan 26, 202233 min

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

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, … Read More Read More

Jan 12, 202230 min

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

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, … Read More Read More

Dec 29, 202132 min

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

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, … Read More Read More...

Dec 15, 202138 min

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

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, … Read More Read More

Dec 01, 202143 min

69. Estate Planning Law Proposals You Should Be Thinking About

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 … Read More Read More

Nov 17, 202132 min

68. Income Tax Law Proposals You Should Be Thinking About

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 … Read More Read More

Nov 03, 202132 min

67. Concerns That Are Keeping Everyone Up At Night

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. … Read More Read More

Oct 13, 202131 min

66. How To Pick The Right Trustee

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 … Read More Read More

Sep 29, 202136 min

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

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 … Read More Read More...

Sep 15, 202132 min

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

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 … Read More Read More...

Sep 01, 202133 min

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

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 … Read More Read More

Aug 18, 202127 min

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

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 … Read More Read More

Aug 04, 202127 min

61. The Generational Impact Of The SECURE Act Part Two

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, … Read More Read More

Jul 21, 202137 min

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

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 … Read More Read More

Jul 07, 202123 min

59. The Plan For Succession in the Family Business

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 … Read More Read More...

Jun 23, 202130 min

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

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 … Read More Read More

Jun 09, 202131 min

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

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 … Read More Read More...

May 26, 202127 min

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

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 … Read More Read More

May 12, 202131 min

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

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 … Read More Read More...

Apr 28, 202136 min

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

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 … Read More Read More...

Mar 17, 202131 min

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

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. … Read More Read More...

Mar 03, 202142 min

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

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 … Read More Read More...

Feb 17, 202133 min

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

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. … Read More Read More...

Feb 03, 202132 min

Episode 49 – Creating and Building a 100-Year Family Vision – Part 1

There’s no greater satisfaction than knowing and seeing that the wealth you built is passing down through the generations correctly. Would you agree? In part one of this two-part mini-series, John and Michael Parise explain everything you need to know about correctly handling multigenerational wealth. They highlight the importance of being aligned on the family … Read More Read More...

Jan 20, 202132 min

Episode 48 – A Trip Around Italy Examining Wine – With Guest Tim O’Rourke

On this leg of our Wine Adventure, we take a look at the Italian region! In this episode, John and Michael Parise sit down with Tim O’Rourke to identify the wines that come out of Italy, what sets these wines apart from the rest and how you can choose an Italian wine that pairs with … Read More Read More

Jan 06, 202141 min
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