The Truth About Wealth

By: John Parise and Michael Parise
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  • Summary

  • 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
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Economics Personal Finance Personal Success
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Episodes
  • 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 …

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

    The Purpose of a Purpose Trust with David Warren (Ep. 127)
    Jul 31 2024
    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 …

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    31 mins
  • Copper Beach’s Philosophy & Vision (Ep. 126)

    Copper Beach’s Philosophy & Vision (Ep. 126)
    Jul 17 2024
    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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    34 mins

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