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
Markets aren’t just about stocks and bonds anymore; they’re about access, structure, and who you’re investing alongside.
In this episode, Michael Parise sits down with Jeff Coury II and Tom Deutsch of The Coury Firm to unpack how high-net-worth families are navigating public and private markets, and why traditional portfolio strategies may no longer be enough.
The...
Markets are moving on more than just fundamentals.
Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about investing in a world driven by tariffs, tax law changes, and shifting Fed policy. Eric shares how CNR’s high-net-worth clients benefit from customized, multi-asset strategies that adjust for both long-term goals and short-term v...
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 CN...
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 ...
https://youtu.be/IFnSx8u2xVY
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 financi...
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 expla...
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 A...
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.
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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 and legacy p...
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 di...
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 fr...
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 p...
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...
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...
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...
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 un...
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 talent to accelerate busine...
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 provisions laps...
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).
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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 ex...
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