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
Employment Post COVID-19 (Ep. 85)
The COVID-19 pandemic shifted the way industries have conducted business. Many companies shifted to a remote working model.
However, what...
Looking To Sell Your Business? Here Are Your Options (Ep. 84)
So you’re looking to sell your business.
Remember, you can’t spell succession without success.
In this episode of The Truth About...
Learn How To Allocate Your Assets To Meet Goals (Ep.83)
Do you know what to do when the markets are saturated?
A good idea is to reallocate your assets to protect your investment portfolio.
This...
Looking into Future Economic Trends (Ep. 82)
Right now interest rates and inflation are higher than most of us have ever seen.
The market is changing and in the next 18 to 24 month it will...
How to Pay for Estate Taxes (Ep. 81)
If you are set to have an estate tax, how might that tax get paid? Can we get that tax to zero?
In this episode, John and Michael discuss their...
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