The Truth About Wealth

Episode 31 – Your Common Concerns Answered

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Likely, when it comes to your wealth, you have some questions and concerns about longevity through generations. We’re here to help.

In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss common concerns they hear from families, and share how they approach these situations. 

In this episode, you will learn:

  • How you can stay on top of change and be proactive
  • Why it’s important to plan with future generations in mind
  • Why getting an outside perspective provides a different outlook on financial decisions 
  • How another family’s cause for concern can help you make both short-and-long-term decisions for your own wealth
  • And more!

    • Learn about how various perspectives can help in your decision-making process.

    Resources:  Copper Beech Financial Group 

     

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    The Truth About WealthBy John Parise and Michael Parise
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