Advertise on podcast: The Truth About Wealth

What if one of the most powerful wealth-building tools in America is still being overlooked? In this episode, Ashley Tison, founder of OZPros, unpacks how Opportunity Zones are transforming the way investors, business owners, and families think about taxes, real estate, and long-term wealth creation. Listen in to learn how Opportunity Zones work, why they’ve gained bipartisan support, and how investors can use them to defer—and potentially eliminate—capital gains taxes while building generational wealth. Ashley also breaks down the differences between Opportunity Zones and 1031 exchanges, how operating businesses can qualify, and why family offices and high-net-worth investors are paying close attention to OZ 2.0. Whether you own real estate, have appreciated stock portfolios, or want to create lasting wealth for your children and grandchildren, this episode offers practical strategies and insights you won’t want to miss. What you’ll take away: How Opportunity Zones were created and why they matter The tax advantages of investing through Opportunity Zone funds How operating businesses can qualify for Opportunity Zone benefits Why bipartisan support has helped the program expand The role Opportunity Zones can play in generational wealth planning How trusts and estate planning strategies work with OZ investments Why family offices are paying attention to Opportunity Zones And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC Connect with Ashley Tison: Ashley Tison: LinkedIn Opportunity Zone Strategic Advisors About Our Guest: Ashley Tison, Esq. is the founder of OZPros, the leading Opportunity Zone consultancy. A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations. Ashley is an engaging and enthusiastic speaker and / or guest covering topics such as opportunity zones, tax advantaged alternative investments, real estate, and tax planning for leading national conferences and educational seminars.

What happens when a traditional financial system collides with a new era of digital assets and investors are still trying to figure out where they fit? In this episode, we are joined by Jake Claver, Principal of Digital Ascension Group, to unpack how digital assets are reshaping investing, financial infrastructure, and long-term wealth strategy. Jake breaks down how crypto evolved from a speculative idea into an emerging institutional asset class, and why the real shift isn’t just about coins but about how money, settlement, and ownership itself are being rebuilt. Listeners will learn how blockchain technology is moving beyond speculation into real-world financial infrastructure, why institutional adoption is accelerating, and how families and investors can think about crypto within a broader portfolio strategy. The conversation also explores custody, regulation, risk, and opportunity, plus how digital assets may integrate into everything from payments to global markets over the next decade. What you’ll take away: How blockchain works as a distributed ledger for financial systems Why Bitcoin is increasingly viewed as “digital gold” How crypto enables faster, lower-cost global transactions Why institutional adoption is accelerating across major banks How tokenization could transform real estate and markets How families are approaching crypto allocation and risk Why custody and security are critical in digital asset investing How financial systems are moving toward real-time settlement Why digital assets are being integrated into long-term portfolio strategy And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC Connect with Jake Claver: LinkedIn: Jake Claver Digital Ascension Group About Our Guest: Jake Claver works at the intersection of family office wealth management and digital assets—a space that’s still unusual, and exactly where he’s built his expertise. He is Chairman of Digital Ascension Group, a multi-family office serving high and ultra-high net worth clients, and founded Digital Wealth Partners, a standalone wealth advisory practice. He also leads the SPV investment management platform at Syndicately. Across all three, the focus is consistent: helping families navigate blockchain, tokenisation, and digital assets before those decisions are forced on them. On the credentials side, he holds a Certified Qualified Family Office Professional designation and an R3 Corda Certified Business Professional certification in tokenisation—specialised qualifications that are still rare in this space. He has also built education programs for family office and digital asset professionals to address a gap he repeatedly encountered in the market. He studied finance at the University of North Texas.

Markets aren’t just about stocks and bonds anymore; they’re about access, structure, and who you’re investing alongside. In this episode, Michael Parise sits down with Jeff Coury II and Tom Deutsch of The Coury Firm to unpack how high-net-worth families are navigating public and private markets, and why traditional portfolio strategies may no longer be enough. They share how their multi-family office approach evolved from business advisory into full-scale asset management, as well as why alternative investments are playing a bigger role than ever. Listen in to learn how families transition after a liquidity event, why private markets can offer stronger long-term opportunities, and how The Coury Firm built its P.I. Gateway platform to solve access, diversification, and administrative challenges in alternative investing. What you’ll take away: How multi-family offices manage complex family wealth The difference between single-family and multi-family offices What happens after a major liquidity event Why alternative investments are growing in importance How to evaluate private equity and hedge fund opportunities The risks and rewards of illiquid investments How to access institutional-quality investments The role of long-term thinking in portfolio construction And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC Connect with Jeff and Tom: LinkedIn: Jeff Coury II LinkedIn: Tom Deutsch The Coury Firm About Our Guests:  Jeff Coury II is President & Co-Chief Investment Officer at The Coury Firm, a multi-family office and financial services firm with over 40 years of experience advising business owners and high-net-worth families. He focuses on asset management, strategic capital allocation, and building investment platforms that provide access to institutional opportunities. Tom Deutsch is Co-CIO of The Coury Firm and brings over 20 years of investment experience, including time at Lehman Brothers and Neuberger Berman. He specializes in portfolio construction, manager selection, and aligning investment strategies with long-term client goals. Together, they oversee investment strategy across public and private markets, helping families build and preserve wealth across generations.

Markets are moving on more than just fundamentals.  Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about investing in a world driven by tariffs, tax law changes, and shifting Fed policy. Eric shares how CNR’s high-net-worth clients benefit from customized, multi-asset strategies that adjust for both long-term goals and short-term volatility. You’ll learn why they’re staying market-neutral for now, what sectors look resilient, and how demographic trends and global policy shape opportunities in the U.S. and abroad. What you’ll take away: How policy changes are moving markets today Why financials and technology stand out right now The case for staying U.S.-focused, at least for now How to position cash from a business sale in this environment And more! Resources: How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)         Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC Connect with Eric Fuhrman: LinkedIn: Eric Fuhrman, CFA City National Rochdale About Our Guest:  Mr. Fuhrman joined City National Rochdale in 2022 and has over 20 years of professional investment management experience. He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management. Prior to City National Rochdale, Mr. Fuhrman worked at Rice Hall James & Associates as Chief Investment Officer and Co-Portfolio Manager of the Value/International team. Mr. Fuhrman began his career at HGK Asset Management, serving as an Analyst and Trader before launching the firm’s Small Cap equity strategy in 2007 as lead Portfolio Manager. As a Managing Partner, he was a member of HGK’s Investment Policy Committee, overseeing their Global Equities, Fixed Income, and Private Credit strategies. Mr. Fuhrman earned his BS in Business Administration from the University of Richmond and his MBA from the Stern School of Business at New York University, where he concentrated in Finance, Economics, and Real Estate. He also holds the Chartered Financial Analyst® and Certified Private Wealth Advisor® designations. Outside of the office, Mr. Fuhrman enjoys spending time with his family, coaching youth hockey, and serving on the board of Ramapo College’s Student-Managed Investment Fund.

What if your portfolio could evolve with you, like a financial blueprint that updates in real time? Michael Parise sits down with Ben Ludwig of City National Rochdale to unpack what truly personalized investing means for high-net-worth families, and why it matters more than ever. From shifting risk tolerance to multi-generational planning, Ben breaks down how CNR collaborates with financial advisors to design tax-sensitive, goal-aligned portfolios that flex with each client’s life and legacy. This isn’t about choosing a model or a fund, it’s about building a strategy from the ground up, around real people and real priorities. What to expect: Why personalization goes far beyond risk tolerance questionnaires The advantage of owning individual securities vs. pooled funds How CNR helps clients transition portfolios without triggering large tax events A behind-the-scenes look at the ongoing service model and portfolio review process And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC Connect with Ben Ludwig: LinkedIn: Bed Ludwig, CFA, CAIA City National Rochdale About Our Guest:  Ben Ludwig joined City National Rochdale in 2014 and has over 20 years of investment experience. He is responsible for business development in Delaware, Pennsylvania, and New Jersey, where he communicates and fosters relationships with high-net-worth investors who may benefit from City National Rochdale’s investment management services. Prior to joining the firm, Mr. Ludwig spent 9 years at BNY Mellon in various leadership roles, most recently serving as Director of Investments and Head of Advisory Consulting for the Lockwood Advisors business. In this role, Mr. Ludwig was responsible for driving Lockwood’s portfolio management, manager research, and advisory consulting efforts. Prior to that, Mr. Ludwig held investment research and relationship roles at SEI Investments and The Vanguard Group. Mr. Ludwig earned his BS in Finance from Bloomsburg University in Pennsylvania and his MBA in Finance from St. Joseph’s University. He holds the Chartered Financial Analyst® designation and the Chartered Alternative Investments Analyst designation. Mr. Ludwig is a member of the CFA Institute and the CFA Society of Philadelphia. He resides in the suburbs of Philadelphia with his wife and four children. Mr. Ludwig spends much of his free time volunteering as a coach for numerous youth sports organizations in his community.

What if launching your company at the brink of the 2008 financial crisis turned out to be the smartest move you ever made? That’s exactly what happened to Greg Friedman, CEO of Peachtree Group, who joins Michael Parise on The Truth About Wealth to share how timing, adaptability, and a deep understanding of risk helped shape his firm’s rise to a national powerhouse. Greg explains how Peachtree Group invests across private credit, commercial real estate, and even film financing—always with an eye for “mispriced risk.” In this episode, he shares how they’ve made over 600 credit investments with a sub-3% foreclosure rate and how they’re navigating today’s volatile interest rate environment. What you’ll learn by listening: Why private credit is creating rare opportunities in a tight lending market How Peachtree underwrites risk like an owner, not just a lender What rising interest rates really mean for real estate valuations How tax credits and film finance are reshaping alternative investment strategies And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group  LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC Connect with Greg Friedman: LinkedIn: Greg Friedman Peachtree Group About Our Guest:  Greg has more than 23 years’ hospitality experience with an emphasis on deal structure and financing. He has successfully led Peachtree in more than $8 billion in hotel acquisitions, investments, and development since co-founding the company. He formerly was senior vice president of business development for Specialty Finance Group, LLC, a direct lender providing hotel first mortgage and FF&E financing, where he originated more than $2 billion of hotel debt. Previously, Greg was vice president of business development for GMAC Commercial Mortgage – Asset-Backed Lending Division. During his six-year tenure, he originated, closed, and funded more than 300 hospitality FF&E financing transactions with an aggregate capital structure exceeding $10 billion. Greg holds a Bachelor of Arts in Biology from the University of Texas at Austin.

https://youtu.be/IFnSx8u2xVY Copper Beech has coined something they like to call a “family investment club”. It’s a new way to manage generational wealth. How can you implement it in your family? John and Michael Parise are exploring how these can be a unique way to unite family members across generations, enhancing financial education and responsibilities while managing family wealth creatively and inclusively. John and Michael discuss: The basics of a Family Investment Club [00:02:44] The importance of generational involvement in family enterprises [00:07:15] Real-life examples of how their family manages multiple business ventures [00:04:42] The role of family meetings in educating and including family members in decision-making [00:18:58] Lessons from a Chicago family’s philanthropic strategies to keep unity [00:13:47] And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC

Vincent Tassone of Causeway Securities, one of the world’s largest independent structured note distributors, joins John and Michael Parise to demystify structured notes and their expanding role in today’s investment portfolios.  Listen as he breaks down what structured notes are; hybrid financial instruments combining a bond with a derivatives package, and explains how they offer customizable risk-return profiles tailored to an investor’s specific goals. Often considered complex or “exotic,” structured notes can actually be powerful tools when used appropriately. Vincent walks through the four primary types; principal protected, income, growth, and dual directional, and shares how each can be aligned with an investor’s need for safety, income, or growth. Key discussion points include: Introduction to Structured Notes and Basics [00:03:11] Customization of Structured Notes for Different Risk Profiles [00:05:58] How Structured Notes Fit into a Portfolio [00:09:25] Liquidity Considerations and Suitability [00:18:30] Dual Directional Strategies as a Hedge [00:21:57] And more Connect with Vince Tassone: LinkedIn: Vince Tassone [email protected]  LinkedIn: Causeway Securities Causeway Securities Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC

What happens when a business suddenly loses a key player or faces a supply chain disruption?  That’s where Madison Insurance Group’s unique strategies come into play, offering peace of mind and financial protection for unforeseen business challenges. Join John and Michael Parise as they chat with Mark Sims and Aaron Quinn from Madison Insurance Group to discuss how their partnership, spanning over 15 years, has provided invaluable enterprise risk coverage solutions.  You’ll learn how Madison’s innovative approach allows business owners to participate in underwriting profits and navigate recent IRS regulations with confidence. Other key conversations in this release include: The fundamentals of Madison Insurance’s enterprise risk coverage and how it differs from typical insurance offerings [00:01:48]  Insights into why businesses often overlook these coverages and the financial advantages of Madison’s reinsurance model [00:09:48]  The practical steps for businesses to secure their operations against potential disruptions through Madison’s feasibility study [00:13:14]  How true insurance is defined within Madison’s framework, emphasizing regulation and economic mass [00:15:22]  The latest IRS regulations concerning micro captives and what sets Madison apart in terms of compliance and economic structure [00:27:11]  And more! Connect with Madison Insurance Group: Madison Insurance Group LinkedIn: Madison Insurance Group LinkedIn: Mark Sims [email protected] [email protected] (787) 773-1812 Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC About Our Guests:  Mark Sims is Vice President of Business Development for Captive Alternatives, LLC. He has more than 25 years of experience in risk management and insurance consulting, and focuses on the use of Private Insurance Companies for insuring the catastrophic business risks and employee benefits programs of medical groups, business owners in many sectors, and other high net worth groups throughout the United States. Mark is a charismatic and popular professional speaker on the use of Private Insurance Companies for risk management, asset protection, wealthy preservation and exit strategies. He is a member of the Captive Insurance Companies Association and the Self Insurance Institute of America. Mark has extensive working experience with tax attorneys, estate planning firms and other trusted advisors to high net worth business owners and families, and frequently provides customized webinars to advisor groups who want to learn about Private Insurance Companies and the Puerto Rico solution.

What does it mean to treat all family members fairly in terms of wealth distribution?  John and Michael Parise dive into the complexities of estate equalization within family businesses. In this episode, they unravel a recent case study highlighting the challenges faced when generational wealth intersects with family dynamics. Listeners are in for a detailed exploration of best practices for ensuring fair treatment, asset protection strategies, and the nuances of managing family businesses across different generations. Discover pragmatic insights on structuring estate plans that both honor family values and preempt potential conflicts. Other key discussions include: The difficulties of equalizing estate distribution among children in business contexts (00:02:03) Real-world examples of handling business ownership transitions (00:03:28) The role of life insurance in balancing estate values (00:24:43) The importance of pre-emptive planning in preserving family legacies (00:14:03) And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC

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: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC

What’s the secret to leaving a lasting legacy through philanthropy?  Join John and Michael Parise as they sit down with Marlene Olshan and Ann Figueredo from Momentem Consulting Group. Together, they explore how families can define and achieve meaningful philanthropic goals. Marlene and Ann share their journeys and discuss Momentem’s mission to help both non-profits and high-net-worth individuals make purposeful impacts. From establishing a ‘Purpose Framework’ to unifying family values through philanthropic endeavors, the conversation is rich with insights for anyone tasked with managing family wealth. Here’s what you’ll gain insight into: The unique challenges and joys of intergenerational philanthropy [06:31] Crafting a Purpose Framework to streamline philanthropic decisions [18:47] Characteristics of successful philanthropists and how to aspire to that level [13:01] The role of family dynamics in long-term philanthropic planning [29:18] And more! Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC Connect with Momentem Consulting Group: Momentem Consulting Group LinkedIn: Marlene L. Olshan LinkedIn: Ann F. [email protected] (215) 964-9067 About Our Guests: Ann Figueredo has over 35 years of experience as a strategy, marketing, new product development, and fundraising expert in the higher education, financial services, and pharmaceutical industries. She has held senior leadership positions to plan and execute successful comprehensive capital campaigns, launch new products and services domestically and internationally, and spearhead market research studies to open new market opportunities.  Ann is a graduate of Haverford College (BA) and Columbia University (MBA). She has held senior leadership roles at Haverford College, Germantown Friends School, SEI Investments, Spectrem Group, Visa International, Bankers Trust, and Pfizer.   Marlene Olshan has over 35 years of experience in executive leadership with functional expertise in strategy, operations, and fund development. Marlene has led organizations in the human services, retail, and financial services sectors, with particular expertise in positioning organizations to scale.   Marlene is a graduate of Temple University ( BA) and has received a Certificate in Public Policy Leadership from Harvard’s Kennedy School. She has held senior leadership positions at Vetri Community Partnership, Big Brothers Big Sisters Southeastern PA, The Department of Human Services for the City of Philadelphia,  Spectrem Group, GIII Apparel Group, and Macy Specialty Stores.

Are you aware of the tax savings opportunities you’re missing by not employing cost segregation in your real estate investments?  Get ready to uncover the untapped potential of tax method changes that could revolutionize your approach to wealth management! This week, Michael Parise and guest Vanessa Wallace Clunies from Tax Method Experts guide you through the complexities of cost segregation and tangible property regulations.  Tune in and discover how these can not only save you taxes but also ensure regulatory compliance! Key talking points include:  The importance of cost segregation for accelerated depreciation benefits Why tangible property regulations are mandatory and crucial for compliance; finding out if you’re at risk How tax method changes can provide substantial deductions and reduce your tax liabilities The importance of partnering with specialists to navigate complex tax codes effectively And more! Connect with Vanessa Wallace Clunies: LinkedIn: Vanessa Wallace Clunies Tax Method Experts [email protected]  Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC About Our Guest:  Vanessa Wallace Clunies is the CFO and COO of Tangible Property Tax Methods, LLC, a tax method change firm specializing in Tangible Property Regulation (TPR) compliance, method changes for large service providers, and cost segregation. She is an associate of the ASCSP and has over 9 years of experience in Tangible Property Regulations compliance and the preparation of thousands of IRS Form 3115 Change in Method of Accounting.  Vanessa supervises all of the engineers of TPTM who perform the detailed work to support the entity’s cost segregation reports, in addition to providing the tax insights that are key in this real estate profession.  Working closely with her father and the country’s expert on the TPRs, Eric P. Wallace, CPA, this dynamic duo has found to date over $300M in deductions for clients. She has analyzed over 1,000 depreciation schedules and has created corresponding tax deduction schedules with various permitted IRS automatic and non-automatic method change designated changes.

Are you ready for the next energy revolution? John and Michael Parise from Copper Beech Financial Group explore this critical topic with Mitch Kerr, Senior Portfolio Manager at Ategenos Capital. John, Michael, and Mitch examine the forces shaping global energy markets, from record-breaking oil production to the innovative potential of Small Modular Reactors (SMRs). Mitch unpacks the complexities of LNG exports, the challenges renewables face in scaling, and how nuclear innovations are changing the energy landscape. Tune in as they also discuss strategies for building future-ready portfolios, the role of cryptocurrencies and precious metals in uncertain markets, and the path forward for investors navigating a rapidly evolving global energy economy. Key Talking Points: (03:09) Oil production: Why high production meets low prices—and what it means for the future (04:07) LNG exports: How natural gas is shaping geopolitics and global energy security (14:29) Renewable energy: Addressing AI-driven electricity demand and scaling challenges (16:40) Small Modular Reactors (SMRs): Why nuclear technology is poised for growth (31:02) US energy independence: Policy shifts and their implications for global dominance (32:14) Bitcoin, gold, and silver: Smart diversification strategies for an evolving economy And much more!  Connect with Michael Kerr, CFA: LinkedIn: Michael “Mitch” Kerr, CFA Ategenos Capital LLC Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC About Our Guest:  Mitch Kerr is a Senior Portfolio Manager for Ategenos Capital. As part of the Private Wealth team, he partners with advisors to serve their high-net-worth and institutional clients. He is also a member of Ategenos Capital’s Investment Committee. Before joining Ategenos Capital, Mitch was the associate head of the wealth advisory practice at Brinker Capital Investments. He and his team collaborated with financial advisors to design and implement customized investment solutions for high-net-worth individuals and institutions. Mitch brings over 22 years of experience in the investment management industry, with previous roles in portfolio management and investment research at TD Wealth, Wells Fargo Private Bank, and Gardner Lewis Asset Management. Mitch received his Bachelor’s degree in Finance with a minor in Japanese from the University of Notre Dame. He holds his FINRA Series 7 and 66 licenses and is a CFA charter holder.

What happens when gold outpaces all expectations in a world where currency devalues? In this episode, John and Michael Parise from Copper Beech Financial Group delve into this intriguing question with Andy Schectman from Miles Franklin.  John and Michael take you on an exploration of gold and silver markets, challenging the notion of free markets as Andy unravels the complexities of managed markets and manipulated perceptions.  So, tune in as they discuss the intriguing dynamics behind currency devaluation, the Western financial manipulation that impacts precious metals, and the growing global interest in precious metals. Talking points include:  (01:38) The historical and ongoing manipulation of precious metals markets (13:35) The role of central banks in gold accumulation and market dynamics  (16:44) The implications of the dollar devaluation on gold prices (34:08) The emergence of a new BRICS settlement currency and its impact on global finance And more! Resources: The Washington Post: The never-ending fight over whether to include the Equal Rights Amendment in the Constitution UBS: Project mBridge Connect with Andy Schectman: Miles Franklin LinkedIn: Andy Schectman Connect with John and Michael Parise: 856-988-8300 Copper Beech Financial Group LinkedIn: John Parise  LinkedIn: Michael Parise  LinkedIn: Copper Beech Financial Group, LLC Facebook: Copper Beech Financial Group, LLC About Our Guest:  Andy Schectman is the president and owner of Miles Franklin. Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $9 billion in sales, Andrew has developed an operation that maintains trust, collaboration, ethical behavior, superior customer service, and satisfaction to better serve their clients. He is responsible for overseeing the firm’s operations and business functions,  including strategy and planning, account management, finance, and new business.