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
Follow Our Podcast
Recent Episodes
Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2
Are you in your family’s second or third generation, and interested in learning how to carry on your family’s wealth? In part two of this two part...
Episode 49 – Creating and Building a 100-Year Family Vision – Part 1
There’s no greater satisfaction than knowing and seeing that the wealth you built is passing down through the generations correctly. Would you agree?...
Episode 48 – A Trip Around Italy Examining Wine – With Guest Tim O’Rourke
On this leg of our Wine Adventure, we take a look at the Italian region! In this episode, John and Michael Parise sit down with Tim O’Rourke to...
Episode 47 – A Deep Dive into The French Wine Industry – With Guest Tim O’Rourke
France is one of the world’s largest producers of wine, and is the source of many grape varieties such as Cabernet Sauvignon, Chardonnay, Sauvignon...
Episode 46 – Measuring Risk In A Family Wealth Plan
To what extent have you involved and taught your family about risk calculation? In this episode, John and Michael Parise explain the importance of...
POWERED BY BLUBRRY
