
Sign up to save your podcasts
Or
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:
Connect with John and Michael Parise:
4.6
1414 ratings
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:
Connect with John and Michael Parise:
30,823 Listeners
588 Listeners
111,746 Listeners
1,992 Listeners
2,046 Listeners
69 Listeners
9,095 Listeners
307 Listeners
2,194 Listeners