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
Preserving Your Family History And Creating A Lasting Legacy (Ep. 110)
Do your kids and grandkids know your family’s legacy?
Make sure they do by creating a video memoir!
Navigating Blended Families and Estate Taxes: A Case Study Discussion (Ep. 109)
Are you struggling with complex estate planning situations?
In this episode, John and Michael Parise uncover two case studies, one that worked...
The Role of Rare Tangible Assets in a Diversified Portfolio for Generational Wealth with Geoff Anandappa (Ep. 108)
If you’re looking to diversify your portfolio and try to hedge some of the global inflation investors are seeing today, you might want to consider...
Helping Talent Find You with Chris Czarnik — Part 2 (Ep. 107)
So you made your job posting findable and found your key talent…
How to ensure they stay with your company?
In this episode, Michael...
Helping Talent Find You with Chris Czarnik — Part 1 (Ep. 106)
Do you ever wonder why it is so difficult to find experienced candidates?
In this episode, Michael Parise speaks with Chris Czarnik about why...
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