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

    Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)
    Apr 17 2024
    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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    37 mins
  • Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)

    Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)
    Apr 3 2024
    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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    35 mins
  • Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)

    Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
    Mar 20 2024
    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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    30 mins
  • Is a C Corporation Right for You? with Doug Dickey (Ep. 122)

    Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
    Mar 6 2024
    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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    27 mins
  • Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)

    Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)
    Feb 21 2024
    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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    36 mins