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

Recent Episodes

How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)

Posted May 14, 2025 • 00:47:15

What happens when a business suddenly loses a key player or faces a supply chain disruption?

That’s where Madison Insurance Group’s unique...

Your Guide to Family Business Succession (Ep.134)

Posted April 23, 2025 • 00:28:49

What does it mean to treat all family members fairly in terms of wealth distribution?

John and Michael Parise dive into the complexities of...

How to Use Leverage to Create Generation Wealth (Ep. 133)

Posted April 9, 2025 • 00:35:54

How can you create a legacy that spans generations?

Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve...

Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)

Posted March 26, 2025 • 00:37:06

What’s the secret to leaving a lasting legacy through philanthropy?

Join John and Michael Parise as they sit down with Marlene Olshan and...

Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)

Posted January 8, 2025 • 00:29:45

Are you aware of the tax savings opportunities you’re missing by not employing cost segregation in your real estate investments?

Get ready...