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

The Truth About Wealth

#Trading #Business #Self-Improvement #John Parise and Michael Parise #John Parise #Michael Parise #John Michaels #Podcasting Education

32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

about a year ago 32:47

MP3•Episode home

Listen as he breaks down what structured notes are; hybrid financial instruments combining a bond with a derivatives package, and explains how they offer customizable risk-return profiles tailored to an investor’s specific goals.

Often considered complex or “exotic,” structured notes can actually be powerful tools when used appropriately. Vincent walks through the four primary types; principal protected, income, growth, and dual directional, and shares how each can be aligned with an investor’s need for safety, income, or growth.

Key discussion points include:

Introduction to Structured Notes and Basics [00:03:11]
Customization of Structured Notes for Different Risk Profiles [00:05:58]
How Structured Notes Fit into a Portfolio [00:09:25]
Liquidity Considerations and Suitability [00:18:30]
Dual Directional Strategies as a Hedge [00:21:57]
And more

Connect with Vince Tassone:

Connect with John and Michael Parise:

138 episodes

The Truth About Wealth

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

The Truth About Wealth

published about a year ago

MP3•Episode home

Key discussion points include:

Introduction to Structured Notes and Basics [00:03:11]
Customization of Structured Notes for Different Risk Profiles [00:05:58]
How Structured Notes Fit into a Portfolio [00:09:25]
Liquidity Considerations and Suitability [00:18:30]
Dual Directional Strategies as a Hedge [00:21:57]
And more

Connect with Vince Tassone:

Connect with John and Michael Parise:

138 episodes

#Trading #Business #Self-Improvement #John Parise and Michael Parise #John Parise #Michael Parise #John Michaels #Podcasting Education

All episodes

The Truth About Wealth

1
How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138) 35:18

12 days ago35:18

35:18

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 shape his firm’s rise to a national powerhouse. Greg explains how Peachtree Group invests across private credit, commercial real estate, and even film financing—always with an eye for “mispriced risk.” In this episode, he shares how they’ve made over 600 credit investments with a sub-3% foreclosure rate and how they’re navigating today’s volatile interest rate environment. What you’ll learn by listening: Why private credit is creating rare opportunities in a tight lending market How Peachtree underwrites risk like an owner, not just a lender What rising interest rates really mean for real estate valuations How tax credits and film finance are reshaping alternative investment strategies And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC Connect with Greg Friedman: LinkedIn: Greg Friedman Peachtree Group About Our Guest: Greg has more than 23 years’ hospitality experience with an emphasis on deal structure and financing. He has successfully led Peachtree in more than $8 billion in hotel acquisitions, investments, and development since co-founding the company. He formerly was senior vice president of business development for Specialty Finance Group, LLC, a direct lender providing hotel first mortgage and FF&E financing, where he originated more than $2 billion of hotel debt. Previously, Greg was vice president of business development for GMAC Commercial Mortgage – Asset-Backed Lending Division. During his six-year tenure, he originated, closed, and funded more than 300 hospitality FF&E financing transactions with an aggregate capital structure exceeding $10 billion. Greg holds a Bachelor of Arts in Biology from the University of Texas at Austin.…

The Truth About Wealth

1
Here’s Why You Should Create A “Family Investment Club” (Ep. 137) 34:36

5 weeks ago34:36

34:36

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 family wealth creatively and inclusively. John and Michael discuss: The basics of a Family Investment Club [00:02:44] The importance of generational involvement in family enterprises [00:07:15] Real-life examples of how their family manages multiple business ventures [00:04:42] The role of family meetings in educating and including family members in decision-making [00:18:58] Lessons from a Chicago family’s philanthropic strategies to keep unity [00:13:47] And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC…

The Truth About Wealth

1
How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136) 32:47

5 weeks ago32:47

32:47

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 customizable risk-return profiles tailored to an investor’s specific goals. Often considered complex or “exotic,” structured notes can actually be powerful tools when used appropriately. Vincent walks through the four primary types; principal protected, income, growth, and dual directional, and shares how each can be aligned with an investor’s need for safety, income, or growth. Key discussion points include: Introduction to Structured Notes and Basics [00:03:11] Customization of Structured Notes for Different Risk Profiles [00:05:58] How Structured Notes Fit into a Portfolio [00:09:25] Liquidity Considerations and Suitability [00:18:30] Dual Directional Strategies as a Hedge [00:21:57] And more Connect with Vince Tassone: LinkedIn: Vince Tassone v.tassone@causeway-securities.com LinkedIn: Causeway Securities Causeway Securities Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC…

The Truth About Wealth

1
How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135) 47:15

10 weeks ago47:15

47:15

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 to discuss how their partnership, spanning over 15 years, has provided invaluable enterprise risk coverage solutions. You’ll learn how Madison’s innovative approach allows business owners to participate in underwriting profits and navigate recent IRS regulations with confidence. Other key conversations in this release include: The fundamentals of Madison Insurance’s enterprise risk coverage and how it differs from typical insurance offerings [00:01:48] Insights into why businesses often overlook these coverages and the financial advantages of Madison’s reinsurance model [00:09:48] The practical steps for businesses to secure their operations against potential disruptions through Madison’s feasibility study [00:13:14] How true insurance is defined within Madison’s framework, emphasizing regulation and economic mass [00:15:22] The latest IRS regulations concerning micro captives and what sets Madison apart in terms of compliance and economic structure [00:27:11] And more! Connect with Madison Insurance Group: Madison Insurance Group LinkedIn: Madison Insurance Group LinkedIn: Mark Sims info@madisoninsurancegroup.org msims@madisoninsurancegroup.org (787) 773-1812 Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC About Our Guests: Mark Sims is Vice President of Business Development for Captive Alternatives, LLC. He has more than 25 years of experience in risk management and insurance consulting, and focuses on the use of Private Insurance Companies for insuring the catastrophic business risks and employee benefits programs of medical groups, business owners in many sectors, and other high net worth groups throughout the United States. Mark is a charismatic and popular professional speaker on the use of Private Insurance Companies for risk management, asset protection, wealthy preservation and exit strategies. He is a member of the Captive Insurance Companies Association and the Self Insurance Institute of America. Mark has extensive working experience with tax attorneys, estate planning firms and other trusted advisors to high net worth business owners and families, and frequently provides customized webinars to advisor groups who want to learn about Private Insurance Companies and the Puerto Rico solution.…

The Truth About Wealth

1
Your Guide to Family Business Succession (Ep.134) 28:49

13 weeks ago28:49

28:49

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 exploration of best practices for ensuring fair treatment, asset protection strategies, and the nuances of managing family businesses across different generations. Discover pragmatic insights on structuring estate plans that both honor family values and preempt potential conflicts. Other key discussions include: The difficulties of equalizing estate distribution among children in business contexts (00:02:03) Real-world examples of handling business ownership transitions (00:03:28) The role of life insurance in balancing estate values (00:24:43) The importance of pre-emptive planning in preserving family legacies (00:14:03) And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC…

The Truth About Wealth

1
How to Use Leverage to Create Generation Wealth (Ep. 133) 35:54

15 weeks ago35:54

35:54

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 planning. Discover how asset leverage can support tax-efficient growth and provide long-term benefits for your family’s financial future. Key discussion points include: The role of leverage in real estate and other assets to boost family wealth [00:02:40] Leveraging IRA assets for generational wealth goals amid changing tax laws [00:04:33] Strategic gifting and using life insurance for tax-efficient wealth transfer [00:08:00] Creating an estate bank for future generational use and asset protection [00:17:43] Employing business strategies for succession and leveraging corporate assets [00:29:26] And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC…

The Truth About Wealth

1
Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132) 37:06

17 weeks ago37:06

37:06

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 and high-net-worth individuals make purposeful impacts. From establishing a ‘Purpose Framework’ to unifying family values through philanthropic endeavors, the conversation is rich with insights for anyone tasked with managing family wealth. Here’s what you’ll gain insight into: The unique challenges and joys of intergenerational philanthropy [06:31] Crafting a Purpose Framework to streamline philanthropic decisions [18:47] Characteristics of successful philanthropists and how to aspire to that level [13:01] The role of family dynamics in long-term philanthropic planning [29:18] And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC Connect with Momentem Consulting Group: Momentem Consulting Group LinkedIn: Marlene L. Olshan LinkedIn: Ann F. info@momentemgroup.com (215) 964-9067 About Our Guests: Ann Figueredo has over 35 years of experience as a strategy, marketing, new product development, and fundraising expert in the higher education, financial services, and pharmaceutical industries. She has held senior leadership positions to plan and execute successful comprehensive capital campaigns, launch new products and services domestically and internationally, and spearhead market research studies to open new market opportunities. Ann is a graduate of Haverford College (BA) and Columbia University (MBA). She has held senior leadership roles at Haverford College, Germantown Friends School, SEI Investments, Spectrem Group, Visa International, Bankers Trust, and Pfizer. Marlene Olshan has over 35 years of experience in executive leadership with functional expertise in strategy, operations, and fund development. Marlene has led organizations in the human services, retail, and financial services sectors, with particular expertise in positioning organizations to scale. Marlene is a graduate of Temple University ( BA) and has received a Certificate in Public Policy Leadership from Harvard’s Kennedy School. She has held senior leadership positions at Vetri Community Partnership, Big Brothers Big Sisters Southeastern PA, The Department of Human Services for the City of Philadelphia, Spectrem Group, GIII Apparel Group, and Macy Specialty Stores.…

The Truth About Wealth

1
Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131) 29:45

28 weeks ago29:45

29:45

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 complexities of cost segregation and tangible property regulations. Tune in and discover how these can not only save you taxes but also ensure regulatory compliance! Key talking points include: The importance of cost segregation for accelerated depreciation benefits Why tangible property regulations are mandatory and crucial for compliance; finding out if you’re at risk How tax method changes can provide substantial deductions and reduce your tax liabilities The importance of partnering with specialists to navigate complex tax codes effectively And more! Connect with Vanessa Wallace Clunies: LinkedIn: Vanessa Wallace Clunies Tax Method Experts vanessaw@ericwallacecpa.com Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC About Our Guest: Vanessa Wallace Clunies is the CFO and COO of Tangible Property Tax Methods, LLC, a tax method change firm specializing in Tangible Property Regulation (TPR) compliance, method changes for large service providers, and cost segregation. She is an associate of the ASCSP and has over 9 years of experience in Tangible Property Regulations compliance and the preparation of thousands of IRS Form 3115 Change in Method of Accounting. Vanessa supervises all of the engineers of TPTM who perform the detailed work to support the entity’s cost segregation reports, in addition to providing the tax insights that are key in this real estate profession. Working closely with her father and the country’s expert on the TPRs, Eric P. Wallace, CPA, this dynamic duo has found to date over $300M in deductions for clients. She has analyzed over 1,000 depreciation schedules and has created corresponding tax deduction schedules with various permitted IRS automatic and non-automatic method change designated changes.…

The Truth About Wealth

1
The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130) 37:26

31 weeks ago37:26

37:26

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 unpacks the complexities of LNG exports, the challenges renewables face in scaling, and how nuclear innovations are changing the energy landscape. Tune in as they also discuss strategies for building future-ready portfolios, the role of cryptocurrencies and precious metals in uncertain markets, and the path forward for investors navigating a rapidly evolving global energy economy. Key Talking Points: (03:09) Oil production: Why high production meets low prices—and what it means for the future (04:07) LNG exports: How natural gas is shaping geopolitics and global energy security (14:29) Renewable energy: Addressing AI-driven electricity demand and scaling challenges (16:40) Small Modular Reactors (SMRs): Why nuclear technology is poised for growth (31:02) US energy independence: Policy shifts and their implications for global dominance (32:14) Bitcoin, gold, and silver: Smart diversification strategies for an evolving economy And much more! Connect with Michael Kerr, CFA: LinkedIn: Michael “Mitch” Kerr, CFA Ategenos Capital LLC Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC About Our Guest: Mitch Kerr is a Senior Portfolio Manager for Ategenos Capital. As part of the Private Wealth team, he partners with advisors to serve their high-net-worth and institutional clients. He is also a member of Ategenos Capital’s Investment Committee. Before joining Ategenos Capital, Mitch was the associate head of the wealth advisory practice at Brinker Capital Investments. He and his team collaborated with financial advisors to design and implement customized investment solutions for high-net-worth individuals and institutions. Mitch brings over 22 years of experience in the investment management industry, with previous roles in portfolio management and investment research at TD Wealth, Wells Fargo Private Bank, and Gardner Lewis Asset Management. Mitch received his Bachelor’s degree in Finance with a minor in Japanese from the University of Notre Dame. He holds his FINRA Series 7 and 66 licenses and is a CFA charter holder.…

The Truth About Wealth

1
The Future of Money: Gold, Silver, and You with Andy Schectman (Ep. 129) 49:13

37 weeks ago49:13

49:13

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 as Andy unravels the complexities of managed markets and manipulated perceptions. So, tune in as they discuss the intriguing dynamics behind currency devaluation, the Western financial manipulation that impacts precious metals, and the growing global interest in precious metals. Talking points include: (01:38) The historical and ongoing manipulation of precious metals markets (13:35) The role of central banks in gold accumulation and market dynamics (16:44) The implications of the dollar devaluation on gold prices (34:08) The emergence of a new BRICS settlement currency and its impact on global finance And more! Resources: The Washington Post: The never-ending fight over whether to include the Equal Rights Amendment in the Constitution UBS: Project mBridge Connect with Andy Schectman: Miles Franklin LinkedIn: Andy Schectman Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC About Our Guest: Andy Schectman is the president and owner of Miles Franklin. Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $9 billion in sales, Andrew has developed an operation that maintains trust, collaboration, ethical behavior, superior customer service, and satisfaction to better serve their clients. He is responsible for overseeing the firm’s operations and business functions, including strategy and planning, account management, finance, and new business.…

The Truth About Wealth

1
Estate Planning Essentials: Understanding Asset Succession (Ep. 128) 26:35

45 weeks ago26:35

26:35

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 … Read More Read More…

The Truth About Wealth

1
The Purpose of a Purpose Trust with David Warren (Ep. 127) 31:27

51 weeks ago31:27

31:27

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 … Read More Read More…

The Truth About Wealth

1
Copper Beech’s Philosophy & Vision (Ep. 126) 34:08

1 year ago34:08

34:08

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, … Read More Read More…

The Truth About Wealth

1
Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125) 36:36

1 year ago36:36

36:36

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 … Read More Read More…

The Truth About Wealth

1
Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124) 34:35

1 year ago34:35

34:35

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 … Read More Read More…

The Truth About Wealth

1
Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123) 30:24

1 year ago30:24

30:24

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 … Read More Read More…

The Truth About Wealth

1
Is a C Corporation Right for You? with Doug Dickey (Ep. 122) 27:11

1 year ago27:11

27:11

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 … Read More Read More…

The Truth About Wealth

1
Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121) 35:30

1 year ago35:30

35:30

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 … Read More Read More…

The Truth About Wealth

1
Upline Planning: What it is & Why You Need to Do it (Ep. 120) 30:10

1 year ago30:10

30:10

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 … Read More Read More…

The Truth About Wealth

1
Securing Your Family’s Future Wealth Q&A (Ep. 119) 34:05

1 year ago34:05

34:05

How can you secure your family’s future wealth? In short, anticipate change, stay informed, and reach out to your advisor. This week, John and Michael Parise elaborate with a discussion about the importance of proactive wealth management. They highlight the need for individuals to ask questions, educate themselves, and consult with their advisors to secure … Read More Read More…

The Truth About Wealth

1
Nurturing Wealth, Values, and an Entrepreneurial Mindset Across Generations (Ep. 118) 29:38

2 years ago29:38

29:38

As you transfer your hard-earned assets to your children and groom them to assume control of the family business, you likely want to imbue them with your core family values and an entrepreneurial mindset. But how do you initiate an open dialogue? When is the best time to do it? John and Michael Parise answer … Read More Read More…

The Truth About Wealth

1
Estate Planning For Younger Families with Chris Ruffino (Ep. 117) 29:26

2 years ago29:26

29:26

Why is estate planning crucial for younger families? Chris Ruffino joins Michael Parise to talk about estate planning and why it’s important not only for older generations but for younger families, too. Together, they go over topics such as guardianship, trusts, asset protection, privacy, and coordination of planning between generations. Michael and Chris discuss: Why … Read More Read More…

The Truth About Wealth

1
Unpacking The Complexities of Roth IRAs With Chris Ruffino (Ep. 116) 28:25

2 years ago28:25

28:25

There have been recent changes in tax laws for Roth accounts. Ready to go over them? In this episode, Chris Ruffino and Michael Parise go into the basics of Roth accounts and the recent changes in tax laws. Chris explains the difference between traditional IRAs, and Roth IRAs while introducing the concepts of a ‘backdoor’ … Read More Read More…

The Truth About Wealth

1
Navigating Family Dynamics With Family Coaching featuring Alex Kirby (Ep. 115) 38:45

2 years ago38:45

38:45

Every strong family is like a winning team, and just like any successful team, they thrive with the guidance of a dedicated coach. Alex Kirby, the Founder and CEO of Total Family Management, joins John and Michael Parise to talk about the concept of family coaching. Alex explains how his company helps families improve their … Read More Read More…

The Truth About Wealth

1
Estate Planning: Making The Backstage Process Easier (Ep. 114) 36:39

2 years ago36:39

36:39

Do you have a plan for the backstage of generational wealth management? If you don’t, it’s never too early to start capturing the history and values of your family founders. In this episode, John and Michael Parise discuss the importance of planning for the backstage of wealth management, particularly in the event of the passing … Read More Read More…

The Truth About Wealth

1
The Hidden World of the U.S. Mint with David J. Ryder (Ep. 113) 26:30

2 years ago26:30

26:30

Ever wondered about the journey of the coins in your pocket? This week on The Truth About Wealth, John and Michael Parise from Copper Beech Financial Group dive into this fascinating world with David J. Ryder, who served as the U.S. Mint Director under two different presidents. From his early days on Wall Street to … Read More Read More…

The Truth About Wealth

1
Taking The Plunge To Build Generational Wealth — The Next Phase of Copper Beech with Chris Ruffino (Ep. 112) 29:41

2 years ago29:41

29:41

What if your financial advisor cared about the next three generations of your family? In this episode, Copper Beech’s newest advisor, Chris Ruffino, sits down with hosts John and Michael Parise to answer this pivotal question. Together, they illuminate the multidimensional, generational approach that Copper Beech takes towards financial planning. John, Michael, and Chris discuss: … Read More Read More…

The Truth About Wealth

1
Wine Not Three-Peat? Bordeaux Unveiled with the Return of Tim O’Rourke (Ep. 111) 38:10

2 years ago38:10

38:10

Just as true wealth is more than money, the beauty of Bordeaux goes beyond the bottle. In this episode, John and Michael Parise welcome back guest Tim O’Rourke (for the third time!) to navigate the captivating world of Bordeaux wines. Listen in as they dive into the history, production, and unique characteristics that make Bordeaux … Read More Read More…

The Truth About Wealth

1
Preserving Your Family History And Creating A Lasting Legacy (Ep. 110) 35:37

2 years ago35:37

35:37

Do your kids and grandkids know your family’s legacy? Make sure they do by creating a video memoir! 🎥 In this episode, John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy. They go over some of the questions they ask the families they work … Read More Read More…

The Truth About Wealth

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Navigating Blended Families and Estate Taxes: A Case Study Discussion (Ep. 109) 31:01

2 years ago31:01