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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Drug Abuse and the Importance of Taking Action with Matthew Sullivan (Ep. 90)

Posted September 7, 202200:32:43

It’s no secret that drug abuse can have harmful consequences for addicts and their families.

Hence, it’s crucial to take action and work...

Four Must-Know Mindset Shifts — Part 2 with Aprajita Anand (Ep. 89)

Posted August 24, 202200:48:46

Having access to tremendous wealth can’t help you control the uncontrollable.

Whether it’s the COVID-19 pandemic or the stock market crash,...

The Emotional Connection To Generational Wealth with Aprajita Anand (Ep. 88)

Posted August 10, 202200:38:48

We’ve all heard the phrase “money can’t buy happiness.”

The COVID-19 pandemic has made the relationship between money and happiness more...

Structuring An Ownership Buy-Sell Agreement between Business Owners (Ep. 87)

Posted July 27, 202200:35:48

In business, owners retiring, passing away, or leaving are instances that happen more frequently than we may think.

So, how to incorporate this...

Mitigating The Stress In The Financial Marketplace (Ep. 86)

Posted July 13, 202200:32:07

The past two years have caused multiple stressors in the financial marketplace. 

Inflation, oil prices, the uncertainty of the dollar, global...