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
Episode 55 – Case Studies: Annuities as Helpful Multi-Generational Planning Tools – Part 2 – With Michael R. Harris, CFP®, ChFC
Annuities can be hugely beneficial for multi-generational planning, but how do you really go about doing that? What are the technical components of...
Episode 54 – Annuities as a Helpful Income Planning Tool – With Michael R. Harris, CFP®, ChFC
The Alliance For Lifetime Income’s Michael R. Harris is all about helping YOU address the risk of outliving your retirement income. In this episode,...
Episode 53 – A Discussion on Business And Family Leadership – With Guest Robert Brown
Strong leadership is crucial for generational wealth and business transfer. In this episode, John and Michael Parise sit down with their first client...
Episode 52 – A Deep Dive Into the 1031 Exchange – With Guest Gary Callahan
While Section 1031 of the Tax Code provides tax deferral solutions for the nation’s middle-class, it’s also a helpful tool for economic and job...
Episode 51 – Clarke & Cohen: Yet Another Successful Family Business – With Guest Richard Cohen, SPPA
Pennsylvania-based public insurance adjusters firm Clarke & Cohen is a 100-year family business that has already reached the fourth generation. ...
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