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 15 – Private Insurance Structure — With Mark Sims: Part 1

Posted September 11, 2019 • 00:26:05

Risk management is key, both on the business side and on the personal finance side. In this episode, John and Michael Parise sit down with guest Mark...

Episode 14 – 10 Strategies for Estate Planning

Posted August 28, 2019 • 00:35:17

For high-income families, estate planning is a critical part of planning for their financial future. However, sometimes the logistics of estate planning...

Episode 13 – 7 Common Objections to Trusts: Part 2

Posted August 14, 2019 • 00:32:06

Trusts can be highly beneficial tools for generating and conserving wealth through multiple generations. However, it’s common for individuals and...

Episode 12 – 7 Common Objections to Trusts: Part 1

Posted July 31, 2019 • 00:32:27

Trusts are the backbone of estate plans, and yet many families are objecting to having one. What’s going on? Too often, families believe misconceptions...

Episode 11 – Align Your Tribe

Posted July 17, 2019 • 00:27:29

A strong team is the backbone of a business. Without cohesive teamwork, a business cannot and will not be successful. In this episode of The Truth About...