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The Truth About Wealth

The Truth About Wealth

De: John Parise and Michael Parise
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 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.The Truth About Wealth All Rights Reserved Desarrollo Personal Economía Finanzas Personales Éxito Personal
Episodios
  • How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)

    How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)
    May 14 2025
    What happens when a business suddenly loses a key player or faces a supply chain disruption? That’s where Madison Insurance Group’s unique strategies come into play, offering peace of mind and financial protection for unforeseen business challenges. Join John and Michael Parise as they chat with Mark Sims and Aaron Quinn from Madison Insurance Group …

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    47 m
  • Your Guide to Family Business Succession (Ep.134)

    Your Guide to Family Business Succession (Ep.134)
    Apr 23 2025
    What does it mean to treat all family members fairly in terms of wealth distribution? John and Michael Parise dive into the complexities of estate equalization within family businesses. In this episode, they unravel a recent case study highlighting the challenges faced when generational wealth intersects with family dynamics. Listeners are in for a detailed …

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    29 m
  • How to Use Leverage to Create Generation Wealth (Ep. 133)

    How to Use Leverage to Create Generation Wealth (Ep. 133)
    Apr 9 2025
    How can you create a legacy that spans generations? Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like IRA accounts and life insurance to enhance family wealth …

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    36 m
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