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The Truth About Wealth podcast

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The Truth About Wealth

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·

  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.

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.

 

All

Progress

Duration

Release Date

#140

The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)

Markets are moving on more than just fundamentals.  Michael Parise sits down with Eric Fuh... more

11 Sep 2025

30 MINS

30:52

11 Sep 2025

#139

How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)

What if your portfolio could evolve with you, like a financial blueprint that updates in r... more

20 Aug 2025

27 MINS

27:44

20 Aug 2025

#138

How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)

What if launching your company at the brink of the 2008 financial crisis turned out to be ... more

09 Jul 2025

35 MINS

35:18

09 Jul 2025

#137

Here’s Why You Should Create A “Family Investment Club” (Ep. 137)

Copper Beech has coined something they like to call a “family investment club”. It’s a new... more

18 Jun 2025

34 MINS

34:36

18 Jun 2025

#136

How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)

Vincent Tassone of Causeway Securities, one of the world’s largest independent structured ... more

13 Jun 2025

32 MINS

32:47

13 Jun 2025

#135

How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)

What happens when a business suddenly loses a key player or faces a supply chain disruptio... more

14 May 2025

47 MINS

47:15

14 May 2025

#134

Your Guide to Family Business Succession (Ep.134)

What does it mean to treat all family members fairly in terms of wealth distribution?  Joh... more

23 Apr 2025

28 MINS

28:49

23 Apr 2025

#133

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

How can you create a legacy that spans generations? Join financial experts John and Michae... more

09 Apr 2025

35 MINS

35:54

09 Apr 2025

#132

Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)

What’s the secret to leaving a lasting legacy through philanthropy?  Join John and M... more

26 Mar 2025

37 MINS

37:06

26 Mar 2025

#131

Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)

Are you aware of the tax savings opportunities you’re missing by not employing cost ... more

08 Jan 2025

29 MINS

29:45

08 Jan 2025

#130

The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130)

Are you ready for the next energy revolution? John and Michael Parise from Copper Beech Fi... more

18 Dec 2024

37 MINS

37:26

18 Dec 2024

#129

The Future of Money: Gold, Silver, and You with Andy Schectman (Ep. 129)

What happens when gold outpaces all expectations in a world where currency devalues? In th... more

06 Nov 2024

49 MINS

49:13

06 Nov 2024

#128

Estate Planning Essentials: Understanding Asset Succession (Ep. 128)

Have you reviewed your beneficiary designations lately? The impact could be more significa... more

11 Sep 2024

26 MINS

26:35

11 Sep 2024

#127

The Purpose of a Purpose Trust with David Warren (Ep. 127)

Take advantage of the full potential of your estate planning strategy by learning about pu... more

31 Jul 2024

31 MINS

31:27

31 Jul 2024

#126

Copper Beech’s Philosophy & Vision (Ep. 126)

Are you certain your family’s financial future is secure for generations to come?  Underst... more

17 Jul 2024

34 MINS

34:08

17 Jul 2024

#125

Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)

Do you need help to hire and retain top talent for your business? In this episode, John an... more

17 Apr 2024

36 MINS

36:36

17 Apr 2024

#124

Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)

How do the changing tax provisions impact your financial planning? Today on The Truth Abou... more

03 Apr 2024

34 MINS

34:35

03 Apr 2024

#123

Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)

How can Management Services Organizations (MSOs) enhance tax efficiency and asset protecti... more

20 Mar 2024

30 MINS

30:24

20 Mar 2024

#122

Is a C Corporation Right for You? with Doug Dickey (Ep. 122)

Is becoming a C Corporation the best tax strategy for your business? Today on The Truth Ab... more

06 Mar 2024

27 MINS

27:11

06 Mar 2024

#121

Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)

How can generational planning help secure your family’s wealth for the future? Today on Th... more

21 Feb 2024

35 MINS

35:30

21 Feb 2024