The Truth About Wealth

The Truth About Wealth


Latest Episodes

Here’s Why You Should Create A “Family Investment Club” (Ep. 137)
June 18, 2025

Copper Beech has coined something they like to call a family investment club. Its a new way to manage generational wealth. How can you implement it in your family? John and Michael Parise are explo

How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)
June 13, 2025

Vincent Tassone of Causeway Securities, one of the worlds largest independent structured note distributors, joins John and Michael Parise to demystify structured notes and their expanding role in tod

How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)
May 14, 2025

What happens when a business suddenly loses a key player or faces a supply chain disruption? Thats where Madison Insurance Groups unique strategies come into play, offering peace of mind and financ

Your Guide to Family Business Succession (Ep.134)
April 23, 2025

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 episo

How to Use Leverage to Create Generation Wealth (Ep. 133)
April 09, 2025

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 sust

Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)
March 26, 2025

Whats 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

Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)
January 08, 2025

Are you aware of the tax savings opportunities youre missing by not employing cost segregation in your real estate investments? Get ready to uncover the untapped potential of tax method changes that

The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130)
December 18, 2024

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,

The Future of Money: Gold, Silver, and You with Andy Schectman (Ep. 129)
November 06, 2024

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

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