All episodes

Episode 43 – Raising Children in the Context of Family Financial Success

Episode 42 – Intentionally Defective Grantor Trust Planning in 2020

Episode 41 – Planning For Special Needs Adults – With Guest Mike Byrne

Episode 40 – Special Needs Planning And The Issue Of Guardianship

Episode 39 – The Alternative Investment World Of Collectible Coins – With Guest Keith Jacobsen

Episode 38 – Premium Financing Of Life Insurance Policies – With Guest Darren Sugiyama

Episode 37 – When Planning Doesn’t Go as Planned

Episode 36 – Charitable Lead Annuity Trust – With Derek Myron

Episode 35 – Managing Family Businesses

Episode 34 – Expand Your Wine Palette and Start Your Collection –– With Tim O’Rourke

Episode 33 – The Importance of Creating a Business Succession Plan

Episode 32 – Impact Investing — with Christopher Vroman and Dr. Laura Fenster Rothchild

Episode 31 – Your Common Concerns Answered

Episode 30 – A Family Mission Statement is Key for Your Legacy

Episode 29 – A Recession on the Horizon with guest Paul Dietrich — Part 2

Episode 28 – A Recession on the Horizon — with guest Paul Dietrich

Episode 27 – Options to Reduce Your Taxes for Your IRA — With Mary Read, CPC, CPFA, QPA

Episode 26 – Is Your Estate Plan Public or Private?

Episode 25 – What is Estate Equalization?

Episode 24 – Case Study: Charitable Planning

Episode 23 – Qualified Opportunity Zone Funds Updates — With Brandon Hughes

Episode 22 – Buy-Sell Agreements Can Save You Millions

Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®

Episode 20 – Turn Your Philanthropy Into a Generational Project

Episode 19 – Life Insurance as an Asset Class

Episode 18 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 2

Episode 17 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 1

Episode 16 – Private Insurance Structure — With Guest Mark Sims: Part 2

Episode 15 – Private Insurance Structure — With Mark Sims: Part 1

Episode 14 – 10 Strategies for Estate Planning

Episode 13 – 7 Common Objections to Trusts: Part 2

Episode 12 – 7 Common Objections to Trusts: Part 1

Episode 11 – Align Your Tribe

Episode 10 – It’s Not What You Make, It’s What You Keep

Episode 9 – How to Keep Top Management in a Competitive Job Market

Episode 8 – The Importance of Family Meetings

Episode 7 – The Copper Beech Process Case Study

Episode 6 –  Using Trusts to Avoid Asset Protection Risks: Part 2

Episode 5 – Using Trusts to Avoid Asset Protection Risks: Part 1

Episode 4 – 10 Eye-Opening Questions to Protect Your Wealth: Part 1

Episode 3 – Audits Don’t Need to Be Scary

Episode 2 – Copper Beech is a Family Office

Episode 1 – Meet John and Michael Parise of Copper Beech Financial Group