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 40 – Special Needs Planning And The Issue Of Guardianship

Posted August 26, 2020 • 00:31:24

Guardianship is a huge part of special needs planning, as it takes into account what happens to a child if the parents pass away. Finding the right...

Episode 39 – The Alternative Investment World Of Collectible Coins – With Guest Keith Jacobsen

Posted August 12, 2020 • 00:35:17

Collectible coins are an excellent way to build your investment portfolio, or they could be an asset you pass down to the next generation. John and...

Episode 38 – Premium Financing Of Life Insurance Policies – With Guest Darren Sugiyama

Posted July 29, 2020 • 00:43:46

Premium financing is a strategic way to build wealth over time, but it does come with its risks. In today’s episode of The Truth About Wealth Podcast,...

Episode 37 – When Planning Doesn’t Go as Planned

Posted July 15, 2020 • 00:29:03

At Copper Beech Financial Group, we typically establish long-term relationships with clients and families, but our platform isn’t necessarily the...

Episode 36 – Charitable Lead Annuity Trust – With Derek Myron

Posted July 1, 2020 • 00:34:12

What is a charitable lead annuity trust and how can it benefit taxpayers? In this episode of The Truth About Wealth Podcast, Michael Parise speaks with...