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 45 – The Financial and Emotional Components of Legacy Letters

Posted November 13, 2020 • 00:33:16

In many cases, legacy letters are the main vessel for transferring financial assets down the generational line. In this episode, John and Michael...

Episode 44 – Bringing The Next Generation Into The Family Business – Part 2 — With Guest Jeff Savlov

Posted October 28, 2020 • 00:32:12

Involving the next generation in your family business can be delicate, and it’s important to have a strategy for approaching the transition. In...

Episode 43 – Raising Children in the Context of Family Financial Success

Posted October 21, 2020 • 00:31:49

When is it the right time to start having financial conversations with your children? Today, John and Michael are joined by Jeff Savlov, founder of...

Episode 42 – Intentionally Defective Grantor Trust Planning in 2020

Posted September 30, 2020 • 00:30:36

An intentionally defective grantor trust is an estate-planning tool used to freeze certain assets of an individual for estate-tax purposes. What makes...

Episode 41 – Planning For Special Needs Adults – With Guest Mike Byrne

Posted September 9, 2020 • 00:29:57

Special needs planning is critical for families in ensuring children and adults with special needs are protected. In this episode, John and Michael...