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 Jo

Do you have a plan for the backstage of generational wealth management? If you dont, its never too early to start capturing the history and values of your family founders. In this episode, John and

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

What if your financial advisor cared about the next three generations of your family? In this episode, Copper Beechs newest advisor, Chris Ruffino, sits down with hosts John and Michael Parise to ans

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 ORourke (for the third time!) to navigate the c

Do your kids and grandkids know your familys 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

Are you struggling with complex estate planning situations? In this episode, John and Michael Parise uncover two case studies, one that worked and one that didnt. Throughout the two case studies, Mi

If youre looking to diversify your portfolio and try to hedge some of the global inflation investors are seeing today, you might want to consider adding rare tangible assets or collectibles to your p

So you made your job posting findable and found your key talent How to ensure they stay with your company? In this episode, Michael Parise and Chris Czarnik briefly recap part one of this two-part mi

Do you ever wonder why it is so difficult to find experienced candidates? In this episode, Michael Parise speaks with Chris Czarnik about why businesses are struggling to find recruitment in the curre