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 …

    Read More Read More
    Más Menos
    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 …

    Read More Read More
    Más Menos
    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 …

    Read More Read More
    Más Menos
    36 m
  • Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)

    Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)
    Mar 26 2025
    What’s the secret to leaving a lasting legacy through philanthropy? Join John and Michael Parise as they sit down with Marlene Olshan and Ann Figueredo from Momentem Consulting Group. Together, they explore how families can define and achieve meaningful philanthropic goals. Marlene and Ann share their journeys and discuss Momentem’s mission to help both non-profits …

    Read More Read More
    Más Menos
    37 m
  • Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)

    Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)
    Jan 8 2025
    Are you aware of the tax savings opportunities you’re missing by not employing cost segregation in your real estate investments? Get ready to uncover the untapped potential of tax method changes that could revolutionize your approach to wealth management! This week, Michael Parise and guest Vanessa Wallace Clunies from Tax Method Experts guide you through …

    Read More Read More
    Más Menos
    30 m
  • The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130)

    The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130)
    Dec 18 2024
    Are you ready for the next energy revolution? John and Michael Parise from Copper Beech Financial Group explore this critical topic with Mitch Kerr, Senior Portfolio Manager at Ategenos Capital. John, Michael, and Mitch examine the forces shaping global energy markets, from record-breaking oil production to the innovative potential of Small Modular Reactors (SMRs). Mitch …

    Read More Read More
    Más Menos
    37 m
  • The Future of Money: Gold, Silver, and You with Andy Schectman (Ep. 129)

    The Future of Money: Gold, Silver, and You with Andy Schectman (Ep. 129)
    Nov 6 2024
    What happens when gold outpaces all expectations in a world where currency devalues? In this episode, John and Michael Parise from Copper Beech Financial Group delve into this intriguing question with Andy Schectman from Miles Franklin. John and Michael take you on an exploration of gold and silver markets, challenging the notion of free markets …

    Read More Read More
    Más Menos
    49 m
  • Estate Planning Essentials: Understanding Asset Succession (Ep. 128)

    Estate Planning Essentials: Understanding Asset Succession (Ep. 128)
    Sep 11 2024
    Have you reviewed your beneficiary designations lately? The impact could be more significant than you think. Ensuring your assets are inherited as you intend starts with one critical step: understanding the importance of asset succession and beneficiary designations. Today on The Truth About Wealth, John and Michael Parise of Copper Beech Financial Group explore the …

    Read More Read More
    Más Menos
    27 m
adbl_web_global_use_to_activate_T1_webcro805_stickypopup