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
Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)
Do you need help to hire and retain top talent for your business?
In this episode, John and Michael Parise are joined by Max Hansen, CEO and...
Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)
How do the changing tax provisions impact your financial planning?
Today on The Truth About Wealth, John and Michael Parise discuss the implications...
Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
How can Management Services Organizations (MSOs) enhance tax efficiency and asset protection for businesses?
Today on The Truth About Wealth,...
Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
Is becoming a C Corporation the best tax strategy for your business?
Today on The Truth About Wealth, John and Michael Parise speak with Doug...
Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)
How can generational planning help secure your family’s wealth for the future?
Today on The Truth About Wealth, John and Michael Parise get...
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