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

The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)

Posted September 11, 2025 • 00:30:52

Markets are moving on more than just fundamentals.

Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about...

How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)

Posted August 20, 2025 • 00:27:44

What if your portfolio could evolve with you, like a financial blueprint that updates in real time?

Michael Parise sits down with Ben Ludwig...

How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)

Posted July 9, 2025 • 00:35:18

What if launching your company at the brink of the 2008 financial crisis turned out to be the smartest move you ever made?

That’s exactly what...

Here’s Why You Should Create A “Family Investment Club” (Ep. 137)

Posted June 18, 2025 • 00:34:36

Copper Beech has coined something they like to call a “family investment club”. It’s a new way to manage generational wealth.

How...

How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)

Posted June 13, 2025 • 00:32:47

Vincent Tassone of Causeway Securities, one of the world’s largest independent structured note distributors, joins John and Michael Parise to demystify...