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
60. The Generational Impact Of The SECURE Act — Part One
A recent provision to the SECURE Act could have major implications on how qualified plans, including your IRA, 401(k) and 403(b), are inherited by your...
59. The Plan For Succession in the Family Business
Do you have a succession plan in place for your family business? In this episode, Michael Parise shares his personal experience with succession planning...
Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov
By now, you should be knowing that governance is all about helping families stay organized and guided within their business. But where can you get started?...
Episode 57: Governance at an Enterprising Family Level – With Jeff Savlov
Family governance refers to the structures and processes families use to organize themselves and guide their relationship with their enterprise. In...
Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To
The Copper Beech team is going back to the classics in this highlight reel episode! In this episode, John and Michael Parise revisit a series of episodes...
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