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

Upline Planning: What it is & Why You Need to Do it (Ep. 120)

Posted February 7, 2024 • 00:30:10

Why is generational planning crucial for protecting your family’s wealth?

Today, John and Michael Parise discuss upline planning with a focus...

Securing Your Family’s Future Wealth Q&A (Ep. 119)

Posted January 24, 2024 • 00:34:05

How can you secure your family’s future wealth?

In short, anticipate change, stay informed, and reach out to your advisor.

This week,...

Nurturing Wealth, Values, and an Entrepreneurial Mindset Across Generations (Ep. 118)

Posted January 10, 2024 • 00:29:38

As you transfer your hard-earned assets to your children and groom them to assume control of the family business, you likely want to imbue them with...