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

Private Equity Investing 101 — Part 2 with Christopher Graham (Ep.105)

Posted July 12, 2023 • 00:32:44

Ready to continue learning about private equity investing?

Welcome back!

In this episode, John and Michael Parise are joined by returning...

Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)

Posted June 21, 2023 • 00:40:52

It may be tempting to get into the world of private equity investing, but it’s important to get the basics under your belt first.

In this episode,...

Turning Risk Into Opportunity Via Enterprise Risk Management with Kyle Hanson (Ep. 103)

Posted May 17, 2023 • 00:39:48

You can protect your business against risks while also leveraging them as opportunities for growth.

In this episode, John and Michael Parise...

Here’s How Copper Beech Helps Business Owners Plan For Generational Wealth (Ep. 102)

Posted May 3, 2023 • 00:40:56

Today’s topic is pertinent to business owners. If you’re grappling with unique financial challenges related to entrepreneurship and business ownership,...

Shifting How We Work To Transform The Way We Live — Part 2 with Joe Mechlinski (Ep. 101)

Posted April 19, 2023 • 00:30:22

It’s no secret that the hybrid working environment has evolved.

So, how can companies make sure their employees are bringing their A-game and...