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

How to Choose the Right Trustee with David Warren (Ep.75)

Posted February 9, 2022 • 00:38:16

When estate planning, one of the most difficult decisions is choosing the right trustee for your family. But it doesn’t have to be.

In this...

74. How to Turn Your Life Insurance into Life Settlement with Aaron Giroux

Posted January 26, 2022 • 00:33:28

Did you know that 87% of life insurance policies never pay a death claim? Are you aware of the options available to you within the settlement space?

Life...

73. 10 Concerns On The Minds of Our Clients — Part 2

Posted January 12, 2022 • 00:30:09

Who is going to take care of you into your old age? Do you have your estate planning dealings worked out?

In the first part of this two-parter...

72. 10 Concerns On The Minds of Our Clients: Part 1

Posted December 22, 2021 • 00:32:18

Have you ever wondered what happens if you outlive your money? Is concern about inflation on your mind? Others in your situation are likely thinking...

71. Opportunities Available For Gold and Silver Investments With Andy Schectman

Posted December 15, 2021 • 00:37:50

Precious metals like silver and gold can be seen as an investment, but they could also be viewed as a means for wealth preservation.