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
65. What’s Going On With The Markets And Where Are We Heading? With Peter Andersen
John and Michael are routinely asked about what’s going on with the markets, with the pandemic and what the expectations are with stocks and bonds...
64. The World of Private Placement Life Insurance With Edward Gordon
The potential of tax rates rising understandably has people concerned about their tax planning situations. In this episode, John and Michael are joined...
63. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part Two
The pandemic has been tough on us all. Amy Jordan returns to share her experience over the past year with cervical cancer, and how her healthy lifestyle...
62. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part One
Everything in your body is connected—you can’t exercise your body and eat poorly and expect top results. In this episode, John and Michael are joined...
61. The Generational Impact Of The SECURE Act Part Two
A new provision in the SECURE Act requires children that inherit an IRA or a qualified plan to essentially withdraw those funds no later than 10 years...
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