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 20 – Turn Your Philanthropy Into a Generational Project

Posted November 20, 2019 • 00:34:19

There are many reasons to include philanthropic practices in your family’s overall financial plan. In this episode, John and Michael Parise discuss...

Episode 19 – Life Insurance as an Asset Class

Posted November 6, 2019 • 00:30:40

When you consider what your assets are, you might think of belongings such as your car, house, technology, and other valuable possessions. But did you...

Episode 18 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 2

Posted October 23, 2019 • 00:30:01

Unless you’ve been living under a rock, you know that China and the U.S. are in the midst of trade negotiations. In this episode of The Truth About...

Episode 16 – Private Insurance Structure — With Guest Mark Sims: Part 2

Posted October 16, 2019 • 00:29:24

In this episode of The Truth About Wealth Podcast, guest Mark Sims returns to answer more questions about private insurance structure, including how...

Episode 17 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 1

Posted October 9, 2019 • 00:36:19

In today’s economic landscape, it is important to hear from the experts. In this episode of The Truth About Wealth Podcast, John and Michael Parise...