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 25 – What is Estate Equalization?
It’s possible that you’re familiar with estate equalization, even if you’ve never heard of it until now. In this episode of The Truth About...
Episode 24 – Case Study: Charitable Planning
For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving...
Episode 23 – Qualified Opportunity Zone Funds Updates — With Brandon Hughes
Changes to tax laws made in 2017 saw an increase in qualified opportunity zone funds, and these are starting to have an impact on our clients. In...
Episode 22 – Buy-Sell Agreements Can Save You Millions
When it comes to buying and selling, it’s critical that you understand the difference between public and privately held companies. While there is...
Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®
Exit planning is a major part of owning a business. And for many business owners, creating a plan that helps them do good by rewarding the employees...
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