The Truth About 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.

Episodes

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

August 20, 2025 • 27 mins

What if your portfolio could evolve with you, like a financial blueprint that updates in real time? Michael Parise sits down with Ben Ludwig of City National Rochdale to unpack what truly personalized investing means for high-net-worth families, and why it matters more than ever. From shifting risk tolerance to multi-generational planning, Ben breaks down …

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

July 9, 2025 • 35 mins

What if launching your company at the brink of the 2008 financial crisis turned out to be the smartest move you ever made? That’s exactly what happened to Greg Friedman, CEO of Peachtree Group, who joins Michael Parise on The Truth About Wealth to share how timing, adaptability, and a deep understanding of risk helped …

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

June 18, 2025 • 34 mins

Copper Beech has coined something they like to call a “family investment club”. It’s a new way to manage generational wealth. How can you implement it in your family? John and Michael Parise are exploring how these can be a unique way to unite family members across generations, enhancing financial education and responsibilities while managing …

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

June 13, 2025 • 32 mins

Vincent Tassone of Causeway Securities, one of the world’s largest independent structured note distributors, joins John and Michael Parise to demystify structured notes and their expanding role in today’s investment portfolios. Listen as he breaks down what structured notes are; hybrid financial instruments combining a bond with a derivatives package, and explains how they offer …

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

May 14, 2025 • 47 mins

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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Your Guide to Family Business Succession (Ep.134)

April 23, 2025 • 28 mins

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 …

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

April 9, 2025 • 35 mins

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

March 26, 2025 • 37 mins

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 …

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

January 8, 2025 • 29 mins

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 …

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

December 18, 2024 • 37 mins

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 …

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

November 6, 2024 • 49 mins

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 …

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

September 11, 2024 • 26 mins

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 …

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

July 31, 2024 • 31 mins

Take advantage of the full potential of your estate planning strategy by learning about purpose trusts. This episode, featuring David Warren from Bridgeford Trust, dives deep into innovative ways to protect your wealth for generations. John and Michael Parise bring back David, co-founder and chairman of Bridgeford Trust Company, to explore the innovative concept of …

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

July 17, 2024 • 34 mins

Are you certain your family’s financial future is secure for generations to come? Understanding the true value of your wealth goes beyond numbers; it’s about creating a lasting legacy. Today on The Truth About Wealth, John and Michael Parise revisit the foundation of Copper Beech Financial Group, explore the unique concept of a family CFO, …

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

April 17, 2024 • 36 mins

Do you need help to hire and retain top talent for your business? In this episode, John and Michael Parise are joined by Max Hansen, CEO and co-founder of Y Scouts, the first-ever purpose-based leadership search firm. Together, they dive into the importance of hiring with purpose and discuss strategies for recruiting and retaining top …

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

April 3, 2024 • 34 mins

How do the changing tax provisions impact your financial planning? Today on The Truth About Wealth, John and Michael Parise discuss the implications of the expiring tax provisions from the Tax Cuts and Jobs Act. They underscore the necessity of proactive tax planning and the importance of consulting with advisors to maximize benefits before these …

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

March 20, 2024 • 30 mins

How can Management Services Organizations (MSOs) enhance tax efficiency and asset protection for businesses? Today on The Truth About Wealth, John and Michael Parise welcome back Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, for a conversation about the intricacies of management services organizations (MSOs). Doug provides a comprehensive explanation of MSOs, detailing …

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

March 6, 2024 • 27 mins

Is becoming a C Corporation the best tax strategy for your business? Today on The Truth About Wealth, John and Michael Parise speak with Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, about the benefits and tax implications of using C corporations for business structures post Tax Cuts and Jobs Act. They explore …

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

February 21, 2024 • 35 mins

How can generational planning help secure your family’s wealth for the future? Today on The Truth About Wealth, John and Michael Parise get together for a follow-up from the previous episode about upline generational planning. This week, they explore two case studies: the first concerning a family business owner with asset protection needs due to …

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Upline Planning: What it is & Why You Need to Do it (Ep. 120)

February 7, 2024 • 30 mins

Why is generational planning crucial for protecting your family’s wealth? Today, John and Michael Parise discuss upline planning with a focus on the importance of generational planning and asset protection. They highlight the potential conflicts within families during asset distribution and the value of trusts. John and Michael also explore a strategy to maximize income …

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The Truth About Wealth

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)

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

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

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

Your Guide to Family Business Succession (Ep.134)

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

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

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

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

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

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

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

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

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

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

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

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

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

Upline Planning: What it is & Why You Need to Do it (Ep. 120)

Popular Podcasts

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

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