The Truth About Wealth
By John Parise and Michael Parise
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Category: Investing
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Episodes: 125
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.
| Episode | Date |
|---|---|
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Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)
|
Apr 17, 2024 |
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Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)
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Apr 03, 2024 |
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Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
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Mar 20, 2024 |
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Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
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Mar 06, 2024 |
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Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)
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Feb 21, 2024 |
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Upline Planning: What it is & Why You Need to Do it (Ep. 120)
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Feb 07, 2024 |
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Securing Your Family’s Future Wealth Q&A (Ep. 119)
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Jan 24, 2024 |
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Nurturing Wealth, Values, and an Entrepreneurial Mindset Across Generations (Ep. 118)
|
Jan 10, 2024 |
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Estate Planning For Younger Families with Chris Ruffino (Ep. 117)
|
Dec 27, 2023 |
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Unpacking The Complexities of Roth IRAs With Chris Ruffino (Ep. 116)
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Dec 13, 2023 |
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Navigating Family Dynamics With Family Coaching featuring Alex Kirby (Ep. 115)
|
Nov 29, 2023 |
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Estate Planning: Making The Backstage Process Easier (Ep. 114)
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Nov 16, 2023 |
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The Hidden World of the U.S. Mint with David J. Ryder (Ep. 113)
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Nov 01, 2023 |
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Taking The Plunge To Build Generational Wealth — The Next Phase of Copper Beech with Chris Ruffino (Ep. 112)
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Oct 18, 2023 |
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Wine Not Three-Peat? Bordeaux Unveiled with the Return of Tim O’Rourke (Ep. 111)
|
Oct 04, 2023 |
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Preserving Your Family History And Creating A Lasting Legacy (Ep. 110)
|
Sep 20, 2023 |
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Navigating Blended Families and Estate Taxes: A Case Study Discussion (Ep. 109)
|
Sep 06, 2023 |
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The Role of Rare Tangible Assets in a Diversified Portfolio for Generational Wealth with Geoff Anandappa (Ep. 108)
|
Aug 23, 2023 |
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Helping Talent Find You with Chris Czarnik — Part 2 (Ep. 107)
|
Aug 09, 2023 |
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Helping Talent Find You with Chris Czarnik — Part 1 (Ep. 106)
|
Jul 26, 2023 |
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Private Equity Investing 101 — Part 2 with Christopher Graham (Ep.105)
|
Jul 12, 2023 |
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Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)
|
Jun 21, 2023 |
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Turning Risk Into Opportunity Via Enterprise Risk Management with Kyle Hanson (Ep. 103)
|
May 17, 2023 |
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Here’s How Copper Beech Helps Business Owners Plan For Generational Wealth (Ep. 102)
|
May 03, 2023 |
|
Shifting How We Work To Transform The Way We Live — Part 2 with Joe Mechlinski (Ep. 101)
|
Apr 19, 2023 |
|
Celebrating 100 Episodes of The Truth About Wealth
|
Apr 05, 2023 |
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Shifting How We Work To Transform The Way We Live — Part 1 with Joe Mechlinski (Ep. 99)
|
Mar 22, 2023 |
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Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)
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Feb 08, 2023 |
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Investing In Oil And Gas with Don Hosmer (Ep. 97)
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Dec 28, 2022 |
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Insurance Options When US Insurance Providers Can’t Cover Your Needs with Sean McNiff (Ep. 96)
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Dec 07, 2022 |
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Esoteric Tax Planning Strategies For American Businesses with Matthew Kirk (Ep. 95)
|
Nov 23, 2022 |
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Case Study: Don’t Let Procrastination Hinder Your Generational Estate Planning (Ep. 94)
|
Nov 09, 2022 |
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Cost Segregation In Real Estate — Part 2 with Isaac Downing (Ep. 93)
|
Oct 19, 2022 |
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Cost Segregation In Real Estate with Isaac Downing (Ep. 92)
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Oct 05, 2022 |
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The Importance of Sobriety with Matthew Sullivan (Ep. 91)
|
Sep 21, 2022 |
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Drug Abuse and the Importance of Taking Action with Matthew Sullivan (Ep. 90)
|
Sep 07, 2022 |
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Four Must-Know Mindset Shifts — Part 2 with Aprajita Anand (Ep. 89)
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Aug 24, 2022 |
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The Emotional Connection To Generational Wealth with Aprajita Anand (Ep. 88)
|
Aug 10, 2022 |
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Structuring An Ownership Buy-Sell Agreement between Business Owners (Ep. 87)
|
Jul 27, 2022 |
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Mitigating The Stress In The Financial Marketplace (Ep. 86)
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Jul 13, 2022 |
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Employment Post COVID-19 (Ep. 85)
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Jun 29, 2022 |
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Looking To Sell Your Business? Here Are Your Options (Ep. 84)
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Jun 15, 2022 |
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Learn How To Allocate Your Assets To Meet Goals (Ep.83)
|
Jun 01, 2022 |
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Looking into Future Economic Trends (Ep. 82)
|
May 18, 2022 |
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How to Pay for Estate Taxes (Ep. 81)
|
May 04, 2022 |
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Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part Two (Ep. 80)
|
Apr 20, 2022 |
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Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part One (Ep. 79)
|
Apr 06, 2022 |
|
A Journey into the World of Spanish Wine with Tim O’Rourke (Ep. 78)
|
Mar 23, 2022 |
|
Distinguishing Between Market Noise and Market Impact with Paul Dietrich, Part 2 (Ep. 77)
|
Mar 09, 2022 |
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Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76)
|
Feb 23, 2022 |
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How to Choose the Right Trustee with David Warren (Ep.75)
|
Feb 09, 2022 |
|
74. How to Turn Your Life Insurance into Life Settlement with Aaron Giroux
|
Jan 26, 2022 |
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73. 10 Concerns On The Minds of Our Clients — Part 2
|
Jan 12, 2022 |
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72. 10 Concerns On The Minds of Our Clients: Part 1
|
Dec 29, 2021 |
|
71. Opportunities Available For Gold and Silver Investments With Andy Schectman
|
Dec 15, 2021 |
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70. The State of Gold and Silver As An Asset Class With Andy Schectman
|
Dec 01, 2021 |
|
69. Estate Planning Law Proposals You Should Be Thinking About
|
Nov 17, 2021 |
|
68. Income Tax Law Proposals You Should Be Thinking About
|
Nov 03, 2021 |
|
67. Concerns That Are Keeping Everyone Up At Night
|
Oct 13, 2021 |
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66. How To Pick The Right Trustee
|
Sep 29, 2021 |
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65. What’s Going On With The Markets And Where Are We Heading? With Peter Andersen
|
Sep 15, 2021 |
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64. The World of Private Placement Life Insurance With Edward Gordon
|
Sep 01, 2021 |
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63. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part Two
|
Aug 18, 2021 |
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62. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part One
|
Aug 04, 2021 |
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61. The Generational Impact Of The SECURE Act Part Two
|
Jul 21, 2021 |
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60. The Generational Impact Of The SECURE Act — Part One
|
Jul 07, 2021 |
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59. The Plan For Succession in the Family Business
|
Jun 23, 2021 |
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Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov
|
Jun 09, 2021 |
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Episode 57: Governance at an Enterprising Family Level – With Jeff Savlov
|
May 26, 2021 |
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Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To
|
May 12, 2021 |
|
Episode 55 – Case Studies: Annuities as Helpful Multi-Generational Planning Tools – Part 2 – With Michael R. Harris, CFP®, ChFC
|
Apr 28, 2021 |
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Episode 54 – Annuities as a Helpful Income Planning Tool – With Michael R. Harris, CFP®, ChFC
|
Apr 14, 2021 |
|
Episode 53 – A Discussion on Business And Family Leadership – With Guest Robert Brown
|
Mar 17, 2021 |
|
Episode 52 – A Deep Dive Into the 1031 Exchange – With Guest Gary Callahan
|
Mar 03, 2021 |
|
Episode 51 – Clarke & Cohen: Yet Another Successful Family Business – With Guest Richard Cohen, SPPA
|
Feb 17, 2021 |
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Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2
|
Feb 03, 2021 |
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Episode 49 – Creating and Building a 100-Year Family Vision – Part 1
|
Jan 20, 2021 |
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Episode 48 – A Trip Around Italy Examining Wine – With Guest Tim O’Rourke
|
Jan 06, 2021 |
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Episode 47 – A Deep Dive into The French Wine Industry – With Guest Tim O’Rourke
|
Dec 23, 2020 |
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Episode 46 – Measuring Risk In A Family Wealth Plan
|
Dec 02, 2020 |
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Episode 45 – The Financial and Emotional Components of Legacy Letters
|
Nov 13, 2020 |
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Episode 44 – Bringing The Next Generation Into The Family Business – Part 2 — With Guest Jeff Savlov
|
Oct 28, 2020 |
|
Episode 43 – Raising Children in the Context of Family Financial Success
|
Oct 21, 2020 |
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Episode 42 – Intentionally Defective Grantor Trust Planning in 2020
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Sep 30, 2020 |
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Episode 41 – Planning For Special Needs Adults – With Guest Mike Byrne
|
Sep 09, 2020 |
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Episode 40 – Special Needs Planning And The Issue Of Guardianship
|
Aug 26, 2020 |
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Episode 39 – The Alternative Investment World Of Collectible Coins – With Guest Keith Jacobsen
|
Aug 12, 2020 |
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Episode 38 – Premium Financing Of Life Insurance Policies – With Guest Darren Sugiyama
|
Jul 29, 2020 |
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Episode 37 – When Planning Doesn’t Go as Planned
|
Jul 15, 2020 |
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Episode 36 – Charitable Lead Annuity Trust – With Derek Myron
|
Jul 01, 2020 |
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Episode 35 – Managing Family Businesses
|
Jun 17, 2020 |
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Episode 34 – Expand Your Wine Palette and Start Your Collection –– With Tim O’Rourke
|
Jun 03, 2020 |
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Episode 33 – The Importance of Creating a Business Succession Plan
|
May 20, 2020 |
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Episode 32 – Impact Investing — with Christopher Vroman and Dr. Laura Fenster Rothchild
|
May 06, 2020 |
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Episode 31 – Your Common Concerns Answered
|
Apr 22, 2020 |
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Episode 30 – A Family Mission Statement is Key for Your Legacy
|
Apr 08, 2020 |
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Episode 29 – A Recession on the Horizon with guest Paul Dietrich — Part 2
|
Mar 25, 2020 |
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Episode 28 – A Recession on the Horizon — with guest Paul Dietrich
|
Mar 18, 2020 |
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Episode 27 – Options to Reduce Your Taxes for Your IRA — With Mary Read, CPC, CPFA, QPA
|
Mar 04, 2020 |
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Episode 26 – Is Your Estate Plan Public or Private?
|
Feb 12, 2020 |
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Episode 25 – What is Estate Equalization?
|
Jan 29, 2020 |
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Episode 24 – Case Study: Charitable Planning
|
Jan 15, 2020 |
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Episode 23 – Qualified Opportunity Zone Funds Updates — With Brandon Hughes
|
Dec 30, 2019 |
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Episode 22 – Buy-Sell Agreements Can Save You Millions
|
Dec 18, 2019 |
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Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®
|
Dec 04, 2019 |
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Episode 20 – Turn Your Philanthropy Into a Generational Project
|
Nov 20, 2019 |
|
Episode 19 – Life Insurance as an Asset Class
|
Nov 06, 2019 |
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Episode 18 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 2
|
Oct 23, 2019 |
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Episode 17 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 1
|
Oct 09, 2019 |
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Episode 16 – Private Insurance Structure — With Guest Mark Sims: Part 2
|
Oct 08, 2019 |
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Episode 15 – Private Insurance Structure — With Mark Sims: Part 1
|
Sep 11, 2019 |
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Episode 14 – 10 Strategies for Estate Planning
|
Aug 28, 2019 |
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Episode 13 – 7 Common Objections to Trusts: Part 2
|
Aug 14, 2019 |
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Episode 12 – 7 Common Objections to Trusts: Part 1
|
Jul 31, 2019 |
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Episode 11 – Align Your Tribe
|
Jul 17, 2019 |
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Episode 10 – It’s Not What You Make, It’s What You Keep
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Jul 03, 2019 |
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Episode 9 – How to Keep Top Management in a Competitive Job Market
|
Jun 19, 2019 |
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Episode 8 – The Importance of Family Meetings
|
Jun 05, 2019 |
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Episode 7 – The Copper Beech Process Case Study
|
May 22, 2019 |
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Episode 6 – Using Trusts to Avoid Asset Protection Risks: Part 2
|
May 08, 2019 |
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Episode 5 – Using Trusts to Avoid Asset Protection Risks: Part 1
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Apr 24, 2019 |
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Episode 4 – 10 Eye-Opening Questions to Protect Your Wealth: Part 1
|
Apr 10, 2019 |
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Episode 3 – Audits Don’t Need to Be Scary
|
Mar 27, 2019 |
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Episode 2 – Copper Beech is a Family Office
|
Mar 13, 2019 |
|
Episode 1 – Meet John and Michael Parise of Copper Beech Financial Group
|
Feb 27, 2019 |