The Truth About Wealth
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-open
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Recent Episodes
Esoteric Tax Planning Strategies For American Businesses with Matthew Kirk (Ep. 95)
Every business owner wants to save on taxes, and there’s a variety of tax planning strategies available in the US.
In this episode, John and...
Case Study: Don’t Let Procrastination Hinder Your Generational Estate Planning (Ep. 94)
They say, “an ounce of prevention is worth a pound of cure.”
When families procrastinate with advanced estate planning, it can jeopardize...
Cost Segregation In Real Estate — Part 2 with Isaac Downing (Ep. 93)
Did you know that cost segregation studies can be conducted on commercial and residential properties?
This week on The Truth About Wealth, Isaac...
Cost Segregation In Real Estate with Isaac Downing (Ep. 92)
Cost segregation in real estate has been a taboo subject for many investors.
However, there are several tax benefits to consider when implementing...
The Importance of Sobriety with Matthew Sullivan (Ep. 91)
The pathway to sobriety from drugs and alcohol isn’t a linear one. There is potential to have many ups and downs.
And here’s where treatment...
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