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 30 – A Family Mission Statement is Key for Your Legacy

Posted April 8, 2020 • 00:33:02

Family mission statements are one of the most important parts of our clients’ financial legacies. In this episode of The Truth About Wealth Podcast,...

Episode 29 – A Recession on the Horizon with guest Paul Dietrich — Part 2

Posted March 25, 2020 • 00:27:36

Like most things in life, the economy fluctuates, and it can’t continuously be on an upswing. Paul Dietrich is back with part two of this mini-series...

Episode 28 – A Recession on the Horizon — with guest Paul Dietrich

Posted March 18, 2020 • 00:29:46

As much as you may want it to, the economy cannot be stable forever. Many experts are predicting an impending recession, potentially as soon as this...

Episode 27 – Options to Reduce Your Taxes for Your IRA — With Mary Read, CPC, CPFA, QPA

Posted March 4, 2020 • 00:37:20

Let’s face it — saving money in taxes is always going to be a major goal of financial planning. In this episode, John and Michael Parise discuss...

Episode 26 – Is Your Estate Plan Public or Private?

Posted February 12, 2020 • 00:32:22

Is your estate plan private or public? Do you even know what type of plan you have? In this episode of The Truth About Wealth Podcast, John and Michael...