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 10 – It’s Not What You Make, It’s What You Keep

Posted July 3, 2019 • 00:27:52

Do you know what your net rate of return is on your investment portfolio? How much money are you actually taking home at the end of the day? In this...

Episode 9 – How to Keep Top Management in a Competitive Job Market

Posted June 19, 2019 • 00:28:50

In a highly competitive job market, retaining high-level executives can be a challenge for privately held companies. In this episode of The Truth About...

Episode 8 – The Importance of Family Meetings

Posted June 5, 2019 • 00:26:46

To building lasting wealth, it’s essential for families to hold multigenerational meetings that cultivate honesty and transparency. In this episode,...

Episode 7 – The Copper Beech Process Case Study

Posted May 22, 2019 • 00:29:53

So far, father-son duo John and Michael Parise have discussed many specific topics about generational wealth planning. Today, they’re taking a different...

Episode 6 – Using Trusts to Avoid Asset Protection Risks: Part 2

Posted May 8, 2019 • 00:27:59

Are your assets protected? This question is highly relevant to high-net-worth families and individuals, and it involves delving into emotional topics....