For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving to help you meet your own financial goals? In this episode of The Truth About Wealth Podcast, John and Michael Parise share a case study about a family who included charitable … <a class="btn btn-default" href="https://thetruthaboutwealth.blubrry.net/2020/01/15/episode-24-case-study-charitable-planning/"> Read More Read More</a>

For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving to help you meet your own financial goals? In this episode of The Truth About Wealth Podcast, John and Michael Parise share a case study about a family who included charitable … Read More Read More

For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving to help you meet your own financial goals? In this episode of The Truth About Wealth Podcast, John and Michael Parise share a case study about a family who included charitable … <a href="https://thetruthaboutwealth.blubrry.net/2020/01/15/episode-24-case-study-charitable-planning/" rel="noopener noreferrer"> Read More Read More</a>

Episode 24 – Case Study: Charitable Planning

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.

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Episode 24 – Case Study: Charitable Planning

Episode 24 – Case Study: Charitable Planning