The Truth About Wealth

John Parise and Michael Parise

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About

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-opening questions to help you discover the truth about your wealth.

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Recent episodes

  • Opportunity Zones, Generational Wealth, and Tax Strategy with Ashley Tison (Ep. 144)Sep 30, 2026 · 46 min
  • Crypto Wealth Management, Institutional Adoption & Digital Assets (Ep. 143)Jun 30, 2026 · 45 min
  • Inside Alternative Investing and Private Market Strategies (Ep. 142)Apr 30, 2026 · 38 min
  • The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)Sep 11, 2025 · 31 min
  • How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)Aug 20, 2025 · 28 min
  • How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)Jul 9, 2025 · 35 min
  • Here’s Why You Should Create A “Family Investment Club” (Ep. 137)Jun 18, 2025 · 35 min
  • How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)Jun 13, 2025 · 33 min
  • How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)Jun 11, 2025 · 33 min
  • How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)May 14, 2025 · 47 min

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