The Truth About Wealth

How to Use Leverage to Create Generation Wealth (Ep. 133)

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How can you create a legacy that spans generations?

Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like IRA accounts and life insurance to enhance family wealth and legacy planning. Discover how asset leverage can support tax-efficient growth and provide long-term benefits for your family’s financial future.

Key discussion points include:

  • The role of leverage in real estate and other assets to boost family wealth [00:02:40]
  • Leveraging IRA assets for generational wealth goals amid changing tax laws [00:04:33]
  • Strategic gifting and using life insurance for tax-efficient wealth transfer [00:08:00]
  • Creating an estate bank for future generational use and asset protection [00:17:43]
  • Employing business strategies for succession and leveraging corporate assets [00:29:26]
  • And more!

    • Connect with John and Michael Parise:

    • 856-988-8300
    • Copper Beech Financial Group
    • LinkedIn: John Parise 
    • LinkedIn: Michael Parise 
    • LinkedIn: Copper Beech Financial Group, LLC
    • Facebook: Copper Beech Financial Group, LLC
      • ...more
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