Do your kids and grandkids know your family’s legacy?  Make sure they do by creating a video memoir! 🎥 In this episode, John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy.  They go over some of the questions they ask the families they work … <a class="btn btn-default" href="https://thetruthaboutwealth.blubrry.net/2023/09/20/preserving-your-family-history-and-creating-a-lasting-legacy-ep-110/"> Read More Read More</a>

Do your kids and grandkids know your family’s legacy? Make sure they do by creating a video memoir! 🎥 In this episode, John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy. They go over some of the questions they ask the families they work … Read More Read More

Do your kids and grandkids know your family’s legacy?&nbsp; Make sure they do by creating a video memoir! 🎥 In this episode, John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy.&nbsp; They go over some of the questions they ask the families they work … <a href="https://thetruthaboutwealth.blubrry.net/2023/09/20/preserving-your-family-history-and-creating-a-lasting-legacy-ep-110/" rel="noopener noreferrer"> Read More Read More</a>

Preserving Your Family History And Creating A Lasting Legacy (Ep. 110)

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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Preserving Your Family History And Creating A Lasting Legacy (Ep. 110)

Preserving Your Family History And Creating A Lasting Legacy (Ep. 110)