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

Episode 35 – Managing Family Businesses

Posted June 17, 2020 • 00:34:08

Do you run a family business? How do you handle the daily challenges that may be unique to running a family business? In this episode of The Truth About...

Episode 34 – Expand Your Wine Palette and Start Your Collection –– With Tim O’Rourke

Posted June 3, 2020 • 00:38:11

Have you ever wondered how wine goes from the vineyard to your glass? Do you want to know if you’re storing your wine correctly for optimal flavor?...

Episode 33 – The Importance of Creating a Business Succession Plan

Posted May 20, 2020 • 00:27:37

Having no business succession plan can be detrimental to family wealth. In this episode of The Truth About Wealth Podcast, John & Michael Parise...

Episode 32 – Impact Investing — with Christopher Vroman and Dr. Laura Fenster Rothchild

Posted May 6, 2020 • 00:31:44

Organizations are using impact investing to tackle social issues alongside a financial return. In this episode of The Truth About Wealth Podcast,...

Episode 31 – Your Common Concerns Answered

Posted April 22, 2020 • 00:32:00

Likely, when it comes to your wealth, you have some questions and concerns about longevity through generations. We’re here to help. In this episode...