The Truth About Wealth

By John Parise and Michael Parise

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 C... more

4.6

1414 ratings

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about The Truth About Wealth:

How many episodes does The Truth About Wealth have?

The podcast currently has 142 episodes available.

The Truth About Wealth episodes:

July 21, 2021 61. The Generational Impact Of The SECURE Act Part Two
A new provision in the SECURE Act requires children that inherit an IRA or a qualified plan to essentially withdraw those funds no later than 10 years after the date of death. How can you ensure that your child gains the most from their inheritance after you are gone? In part two of this series, …
Read More Read More
...more
37min
July 07, 2021 60. The Generational Impact Of The SECURE Act — Part One
A recent provision to the SECURE Act could have major implications on how qualified plans, including your IRA, 401(k) and 403(b), are inherited by your children. It’s important that you understand the ramifications of this provision in order to protect your wealth. In this episode, John and Michael Parise discuss these new provisions of the …
Read More Read More
...more
23min
June 23, 2021 59. The Plan For Succession in the Family Business
Do you have a succession plan in place for your family business? In this episode, Michael Parise shares his personal experience with succession planning as the second generation within his family business. He reveals the importance of communication between generations when developing your business succession plan, and how the expectations of each generation can shape …
Read More Read More
...more
31min
June 09, 2021 Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov
By now, you should be knowing that governance is all about helping families stay organized and guided within their business. But where can you get started? In the second part of this two-part series, John and Michael Parise are joined by returning guest, Blum & Savlov, LLP’s Jeff Savlov. This time, Jeff takes a deep …
Read More Read More
...more
32min
May 26, 2021 Episode 57: Governance at an Enterprising Family Level – With Jeff Savlov
Family governance refers to the structures and processes families use to organize themselves and guide their relationship with their enterprise. In the first part of this two-part series, Jeff Savlov, founder of Blum & Savlov, LLP joins John and Michael Parise to explain the family component of governance. Jeff highlights how families and their businesses …
Read More Read More
...more
28min
May 12, 2021 Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To
The Copper Beech team is going back to the classics in this highlight reel episode! In this episode, John and Michael Parise revisit a series of episodes you must listen to in order to help you gain insight to overcome and solve potential concerns about your generational wealth planning. You will learn: The importance of …
Read More Read More
...more
31min
April 28, 2021 Episode 55 – Case Studies: Annuities as Helpful Multi-Generational Planning Tools – Part 2 – With Michael R. Harris, CFP®, ChFC
Annuities can be hugely beneficial for multi-generational planning, but how do you really go about doing that? What are the technical components of including annuities in your plan? In part two of this two-part series, Mike Harris, senior education advisor at the Alliance for Lifetime Income, once again sits down with John and Michael Parise …
Read More Read More
...more
36min
April 14, 2021 Episode 54 – Annuities as a Helpful Income Planning Tool – With Michael R. Harris, CFP®, ChFC
The Alliance For Lifetime Income’s Michael R. Harris is all about helping YOU address the risk of outliving your retirement income. In this episode, John and Michael Parise speak with Mike Harris to discover everything Mike has to say about annuities, and how to creatively use them within your income planning. You will learn: An …
Read More Read More
...more
34min
March 17, 2021 Episode 53 – A Discussion on Business And Family Leadership – With Guest Robert Brown
Strong leadership is crucial for generational wealth and business transfer. In this episode, John and Michael Parise sit down with their first client guest, CEO and president of American Asphalt Company, Robert Brown. Robert draws from his own business experience and journey to discuss the importance of sharing leadership values and training with the next …
Read More Read More
...more
32min
March 03, 2021 Episode 52 – A Deep Dive Into the 1031 Exchange – With Guest Gary Callahan
While Section 1031 of the Tax Code provides tax deferral solutions for the nation’s middle-class, it’s also a helpful tool for economic and job growth. In this episode, John and Michael Parise sit down with Gary Callahan, the senior vice president of Inland Securities Corporation. Today, Gary shares his expertise in the 1031 exchange arena. …
Read More Read More
...more
42min

FAQs about The Truth About Wealth:

How many episodes does The Truth About Wealth have?

The podcast currently has 142 episodes available.