The Truth About Wealth

De: John Parise and Michael Parise
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  • Resumen

  • 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.
    The Truth About Wealth All Rights Reserved
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Episodios
  • The Purpose of a Purpose Trust with David Warren (Ep. 127)

    The Purpose of a Purpose Trust with David Warren (Ep. 127)
    Jul 31 2024
    Take advantage of the full potential of your estate planning strategy by learning about purpose trusts. This episode, featuring David Warren from Bridgeford Trust, dives deep into innovative ways to protect your wealth for generations. John and Michael Parise bring back David, co-founder and chairman of Bridgeford Trust Company, to explore the innovative concept of …

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    31 m
  • Copper Beach’s Philosophy & Vision (Ep. 126)

    Copper Beach’s Philosophy & Vision (Ep. 126)
    Jul 17 2024
    Are you certain your family’s financial future is secure for generations to come? Understanding the true value of your wealth goes beyond numbers; it’s about creating a lasting legacy. Today on The Truth About Wealth, John and Michael Parise revisit the foundation of Copper Beech Financial Group, explore the unique concept of a family CFO, …

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    34 m
  • Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)

    Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)
    Apr 17 2024
    Do you need help to hire and retain top talent for your business? In this episode, John and Michael Parise are joined by Max Hansen, CEO and co-founder of Y Scouts, the first-ever purpose-based leadership search firm. Together, they dive into the importance of hiring with purpose and discuss strategies for recruiting and retaining top …

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    37 m
Economía Finanzas Personales Éxito Personal
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