John Parise's guest appearances

John Parise

The Meb Faber Show

Live Life Liberated

Matt Hougan

Chris Cole

Paul Merriman

Ken Fisher

Carter Malloy

Mark Yusko

Michael Gayed

Rick Rule

Bryan Taylor

Zach Coelius

Andrew Patterson

Kevin Kelly

Jonathan Hsu

Ron Lieber

Peter Zeihan

OwlTail

Michael Parise

Too many new business owners overlook the importance of having a buy-sell agreement. If a business partner becomes disabled, passes away, or departs the business, they leave the future of their business on shaky ground and open to costly disputes with the remaining partners.  Today, Jonathan Freeman is joined by John Parise and Michael Parise … Continue reading Episode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With John Parise and Michael Parise →

Too many new business owners overlook the importance of having a buy-sell agreement. If a business partner becomes disabled, passes away, or departs the business, they leave the future of their business on shaky ground and open to costly disputes with the remaining partners.  Today, Jonathan Freeman is joined by John Parise and Michael Parise … <a href="https://livelifeliberated.blubrry.net/2020/10/19/episode-17-your-guide-to-buy-sell-agreements-in-30-minutes-with-john-parise-and-michael-parise/" rel="nofollow" target="_blank">Continue reading Episode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With John Parise and Michael Parise →</a>

Episode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With John Parise and Michael Parise

In Episode 189 we welcome our guest, John Parise. John and Meb kick off the conversation with the idea of the family CFO and wealth planning. As John gained experience in financial planning, he investigated the family office model, and he consistently saw a lack of planning. That eventually led him to the foundations that helped him eventually form his firm, Copper Beech. Meb and John then cover to the process of what planning looks like at Copper Beech. John describes the interview, discovery process, and the types of conversations the firm has with families. They then get into some examples of the mechanics of what the planning process really looks like, and some methods to pay zero estate tax. The pair then shift to talking about teaching young generations to handle wealth. As the conversation winds down, John covers some of the major items people can consider to improve their planning outcomes. All this and more, in episode 189 including John’s most memorable investment.

In Episode 189 we welcome our guest, John Parise. John and Meb kick off the conversation with the idea of the family CFO and wealth planning. As John gained experience in financial planning, he investigated the family office model, and he consistently saw a lack of planning. That eventually led him to the foundations that helped him eventually form his firm, Copper Beech. Meb and John then cover to the process of what planning looks like at Copper Beech. John describes the interview, discovery process, and the types of conversations the firm has with families. They then get into some examples of the mechanics of what the planning process really looks like, and some methods to pay zero estate tax. The pair then shift to talking about teaching young generations to handle wealth. As the conversation winds down, John covers some of the major items people can consider to improve their planning outcomes. All this and more, in episode 189 including John’s most memorable investment.

#189 - John Parise - 70% Of Wealth Is Lost In The 3rd Generation