The Truth About Wealth

Education Podcasts

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...

Episodes

Inside Alternative Investing and Private Market Strategies (Ep. 142)

The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)

How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)

How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 139)

Here’s Why You Should Create A “Family Investment Club” (Ep. 137)

How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)

How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)

How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)

Your Guide to Family Business Succession (Ep.134)

How to Use Leverage to Create Generation Wealth (Ep. 133)

Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)

Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)

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

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

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

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

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

Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)

Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)

Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)