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

Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part Two (Ep. 80)

Posted April 20, 202200:31:09

In today’s market, many investors and clients are coming off of a decade of strong stock market wins and are now wondering, what’s next? With inflation...

Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part One (Ep. 79)

Posted April 6, 202200:32:30

Real estate is an asset class that comes up in almost every single client meeting. And, while it is a must-have in any portfolio, real estate is a broad...

A Journey into the World of Spanish Wine with Tim O’Rourke (Ep. 78)

Posted March 23, 202200:32:04

If you are a lover of high quality wines that don’t break the bank, this deep dive into the various wine regions of Spain is for you. 

In...

Distinguishing Between Market Noise and Market Impact with Paul Dietrich, Part 2 (Ep. 77)

Posted March 9, 202200:32:33

2021 was a year full of ups and downs. Will 2022 be the same? 

In the latest episode, John and Michael Parise welcome back guest Paul Dietrich...

Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76)

Posted February 23, 202200:33:56

Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better...