Go offline with the Player FM app!
How to Use Leverage to Create Generation Wealth (Ep. 133)
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 11, 2025 12:48 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 476033222 series 2577730
How can you create a legacy that spans generations?
Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like IRA accounts and life insurance to enhance family wealth and legacy planning. Discover how asset leverage can support tax-efficient growth and provide long-term benefits for your family’s financial future.
Key discussion points include:
- The role of leverage in real estate and other assets to boost family wealth [00:02:40]
- Leveraging IRA assets for generational wealth goals amid changing tax laws [00:04:33]
- Strategic gifting and using life insurance for tax-efficient wealth transfer [00:08:00]
- Creating an estate bank for future generational use and asset protection [00:17:43]
- Employing business strategies for succession and leveraging corporate assets [00:29:26]
- And more!
Connect with John and Michael Parise:
140 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 11, 2025 12:48 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 476033222 series 2577730
How can you create a legacy that spans generations?
Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like IRA accounts and life insurance to enhance family wealth and legacy planning. Discover how asset leverage can support tax-efficient growth and provide long-term benefits for your family’s financial future.
Key discussion points include:
- The role of leverage in real estate and other assets to boost family wealth [00:02:40]
- Leveraging IRA assets for generational wealth goals amid changing tax laws [00:04:33]
- Strategic gifting and using life insurance for tax-efficient wealth transfer [00:08:00]
- Creating an estate bank for future generational use and asset protection [00:17:43]
- Employing business strategies for succession and leveraging corporate assets [00:29:26]
- And more!
Connect with John and Michael Parise:
140 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.