The Truth About Wealth
The Truth About Wealth

The Truth About Wealth

John Parise and Michael Parise

Overview
Episodes

Details

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

Recent Episodes

Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
MAR 20, 2024
Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
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,
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30 MIN
Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
MAR 6, 2024
Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
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 ...
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27 MIN
Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)
FEB 21, 2024
Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)
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,
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35 MIN
Upline Planning: What it is & Why You Need to Do it (Ep. 120)
FEB 7, 2024
Upline Planning: What it is & Why You Need to Do it (Ep. 120)
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.
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30 MIN
Securing Your Family’s Future Wealth Q&A (Ep. 119)
JAN 24, 2024
Securing Your Family’s Future Wealth Q&A (Ep. 119)
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.
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34 MIN