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

Recent Episodes

The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130)

Posted December 18, 2024 • 00:37:26

Are you ready for the next energy revolution?

John and Michael Parise from Copper Beech Financial Group explore this critical topic with Mitch...

The Future of Money: Gold, Silver, and You with Andy Schectman (Ep. 129)

Posted November 6, 2024 • 00:49:13

What happens when gold outpaces all expectations in a world where currency devalues?

In this episode, John and Michael Parise from Copper Beech...

Estate Planning Essentials: Understanding Asset Succession (Ep. 128)

Posted September 11, 2024 • 00:26:35

Have you reviewed your beneficiary designations lately? The impact could be more significant than you think. Ensuring your assets are inherited as you...

The Purpose of a Purpose Trust with David Warren (Ep. 127)

Posted July 31, 2024 • 00:31:27

Take advantage of the full potential of your estate planning strategy by learning about purpose trusts. This episode, featuring David Warren from Bridgeford...

Copper Beech’s Philosophy & Vision (Ep. 126)

Posted July 17, 2024 • 00:34:08

Are you certain your family’s financial future is secure for generations to come?

Understanding the true value of your wealth goes beyond...