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

Navigating Family Dynamics With Family Coaching featuring Alex Kirby (Ep. 115)

Posted November 29, 2023 • 00:38:45

Every strong family is like a winning team, and just like any successful team, they thrive with the guidance of a dedicated coach.

Alex Kirby,...

Estate Planning: Making The Backstage Process Easier (Ep. 114)

Posted November 16, 2023 • 00:36:39

Do you have a plan for the backstage of generational wealth management?

If you don’t, it’s never too early to start capturing the history...

The Hidden World of the U.S. Mint with David J. Ryder (Ep. 113)

Posted November 1, 2023 • 00:26:30

Ever wondered about the journey of the coins in your pocket?

This week on The Truth About Wealth, John and Michael Parise from Copper Beech Financial...

Taking The Plunge To Build Generational Wealth — The Next Phase of Copper Beech with Chris Ruffino (Ep. 112)

Posted October 18, 2023 • 00:29:41

What if your financial advisor cared about the next three generations of your family?

In this episode, Copper Beech’s newest advisor, Chris...

Wine Not Three-Peat? Bordeaux Unveiled with the Return of Tim O’Rourke (Ep. 111)

Posted October 4, 2023 • 00:38:10

Just as true wealth is more than money, the beauty of Bordeaux goes beyond the bottle.

In this episode, John and Michael Parise welcome back...