How can you secure your familys 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 imp

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 mind

Why is estate planning crucial for younger families? Chris Ruffino joins Michael Parise to talk about estate planning and why its important not only for older generations but for younger families, to

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 ta

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