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
Follow Our Podcast
Recent Episodes
70. The State of Gold and Silver As An Asset Class With Andy Schectman
Precious metals are more of an obscure asset class, but there is huge value in owning these assets as part of your overall portfolio.
In this...
69. Estate Planning Law Proposals You Should Be Thinking About
There may be changes to estate planning rules in the near future. If you’re a family that looks for advanced planning, you should be preparing for...
68. Income Tax Law Proposals You Should Be Thinking About
There are currently tax law proposals being discussed in Congress that if passed, could have a major impact on taxes. In this episode, John and Michael...
67. Concerns That Are Keeping Everyone Up At Night
There are a number of questions and concerns that clients ask for clarification about, from inflation, to proposed tax changes, how those will impact...
66. How To Pick The Right Trustee
One of the more difficult challenges of estate planning is choosing the right trustee. In this episode, John and Michael Parise aim to help you gain...
POWERED BY BLUBRRY
