PODCAST · business
The Truth About Wealth
by John Parise and Michael Parise
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.
Episodes
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Opportunity Zones, Generational Wealth, and Tax Strategy with Ashley Tison (Ep. 144)
What if one of the most powerful wealth-building tools in America is still being overlooked? In this episode, Ashley Tison, founder of OZPros, unpacks how Opportunity Zones are transforming the way investors, business owners, and families think about taxes, real estate, and long-term wealth...
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Crypto Wealth Management, Institutional Adoption & Digital Assets (Ep. 143)
What happens when a traditional financial system collides with a new era of digital assets and investors are still trying to figure out where they fit? In this episode, we are joined by Jake Claver, Principal of Digital Ascension Group, to unpack how digital assets are reshaping investing,...
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Inside Alternative Investing and Private Market Strategies (Ep. 142)
Markets aren’t just about stocks and bonds anymore; they’re about access, structure, and who you’re investing alongside. In this episode, Michael Parise sits down with Jeff Coury II and Tom Deutsch of The Coury Firm to unpack how high-net-worth families are navigating public and private markets,...
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The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)
Markets are moving on more than just fundamentals. Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about investing in a world driven by tariffs, tax law changes, and shifting Fed policy. Eric shares how CNR’s high-net-worth clients benefit from customized, multi-asset...
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How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)
What if your portfolio could evolve with you, like a financial blueprint that updates in real time? Michael Parise sits down with Ben Ludwig of City National Rochdale to unpack what truly personalized investing means for high-net-worth families, and why it matters more than ever. From shifting…
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How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)
What if launching your company at the brink of the 2008 financial crisis turned out to be the smartest move you ever made? That’s exactly what happened to Greg Friedman, CEO of Peachtree Group, who joins Michael Parise on The Truth About Wealth to share how timing, adaptability, and a deep...
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Here’s Why You Should Create A “Family Investment Club” (Ep. 137)
https://youtu.be/IFnSx8u2xVY Copper Beech has coined something they like to call a “family investment club”. It’s a new way to manage generational wealth. How can you implement it in your family? John and Michael Parise are exploring how these can be a unique way to unite family members across...
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How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)
Vincent Tassone of Causeway Securities, one of the world’s largest independent structured note distributors, joins John and Michael Parise to demystify structured notes and their expanding role in today’s investment portfolios. Listen as he breaks down what structured notes are; hybrid financial...
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How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)
What happens when a business suddenly loses a key player or faces a supply chain disruption? That’s where Madison Insurance Group’s unique strategies come into play, offering peace of mind and financial protection for unforeseen business challenges. Join John and Michael Parise as they chat with...
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Your Guide to Family Business Succession (Ep.134)
What does it mean to treat all family members fairly in terms of wealth distribution? John and Michael Parise dive into the complexities of estate equalization within family businesses. In this episode, they unravel a recent case study highlighting the challenges faced when generational wealth...
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How to Use Leverage to Create Generation Wealth (Ep. 133)
How can you create a legacy that spans generations? Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like…
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Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)
What’s the secret to leaving a lasting legacy through philanthropy? Join John and Michael Parise as they sit down with Marlene Olshan and Ann Figueredo from Momentem Consulting Group. Together, they explore how families can define and achieve meaningful philanthropic goals. Marlene and Ann share...
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Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)
Are you aware of the tax savings opportunities you’re missing by not employing cost segregation in your real estate investments? Get ready to uncover the untapped potential of tax method changes that could revolutionize your approach to wealth management! This week, Michael Parise and guest…
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The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130)
Are you ready for the next energy revolution? John and Michael Parise from Copper Beech Financial Group explore this critical topic with Mitch Kerr, Senior Portfolio Manager at Ategenos Capital. John, Michael, and Mitch examine the forces shaping global energy markets, from record-breaking oil...
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The Future of Money: Gold, Silver, and You with Andy Schectman (Ep. 129)
What happens when gold outpaces all expectations in a world where currency devalues? In this episode, John and Michael Parise from Copper Beech Financial Group delve into this intriguing question with Andy Schectman from Miles Franklin. John and Michael take you on an exploration of gold and…
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Estate Planning Essentials: Understanding Asset Succession (Ep. 128)
Have you reviewed your beneficiary designations lately? The impact could be more significant than you think. Ensuring your assets are inherited as you intend starts with one critical step: understanding the importance of asset succession and beneficiary designations. Today on The Truth About...
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The Purpose of a Purpose Trust with David Warren (Ep. 127)
Take advantage of the full potential of your estate planning strategy by learning about purpose trusts. This episode, featuring David Warren from Bridgeford Trust, dives deep into innovative ways to protect your wealth for generations. John and Michael Parise bring back David, co-founder and...
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Copper Beech’s Philosophy & Vision (Ep. 126)
Are you certain your family’s financial future is secure for generations to come? Understanding the true value of your wealth goes beyond numbers; it’s about creating a lasting legacy. Today on The Truth About Wealth, John and Michael Parise revisit the foundation of Copper Beech Financial Group,...
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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 co-founder of Y Scouts, the first-ever purpose-based leadership search firm. Together, they dive into the importance of hiring with purpose and discuss...
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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 of the expiring tax provisions from the Tax Cuts and Jobs Act. They underscore the necessity of proactive tax planning and the importance of...
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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, John and Michael Parise welcome back Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, for a conversation about the intricacies of management...
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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 Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, about the benefits and tax implications of using C corporations for business structures post Tax...
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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 together for a follow-up from the previous episode about upline generational planning. This week, they explore two case studies: the first concerning a…
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Upline Planning: What it is & Why You Need to Do it (Ep. 120)
Why is generational planning crucial for protecting your family’s wealth? Today, John and Michael Parise discuss upline planning with a focus on the importance of generational planning and asset protection. They highlight the potential conflicts within families during asset distribution and the...
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Securing Your Family’s Future Wealth Q&A (Ep. 119)
How can you secure your family’s future wealth? In short, anticipate change, stay informed, and reach out to your advisor. This week, John and Michael Parise elaborate with a discussion about the importance of proactive wealth management. They highlight the need for individuals to ask questions,...
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Nurturing Wealth, Values, and an Entrepreneurial Mindset Across Generations (Ep. 118)
As you transfer your hard-earned assets to your children and groom them to assume control of the family business, you likely want to imbue them with your core family values and an entrepreneurial mindset. But how do you initiate an open dialogue? When is the best time to do it? John and Michael...
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Estate Planning For Younger Families with Chris Ruffino (Ep. 117)
Why is estate planning crucial for younger families? Chris Ruffino joins Michael Parise to talk about estate planning and why it’s important not only for older generations but for younger families, too. Together, they go over topics such as guardianship, trusts, asset protection, privacy, and...
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Unpacking The Complexities of Roth IRAs With Chris Ruffino (Ep. 116)
There have been recent changes in tax laws for Roth accounts. Ready to go over them? In this episode, Chris Ruffino and Michael Parise go into the basics of Roth accounts and the recent changes in tax laws. Chris explains the difference between traditional IRAs, and Roth IRAs while introducing…
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Navigating Family Dynamics With Family Coaching featuring Alex Kirby (Ep. 115)
Every strong family is like a winning team, and just like any successful team, they thrive with the guidance of a dedicated coach. Alex Kirby, the Founder and CEO of Total Family Management, joins John and Michael Parise to talk about the concept of family coaching. Alex explains how his company...
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Estate Planning: Making The Backstage Process Easier (Ep. 114)
Do you have a plan for the backstage of generational wealth management? If you don’t, it’s never too early to start capturing the history and values of your family founders. In this episode, John and Michael Parise discuss the importance of planning for the backstage of wealth management,...
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The Hidden World of the U.S. Mint with David J. Ryder (Ep. 113)
Ever wondered about the journey of the coins in your pocket? This week on The Truth About Wealth, John and Michael Parise from Copper Beech Financial Group dive into this fascinating world with David J. Ryder, who served as the U.S. Mint Director under two different presidents. From his early…
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Taking The Plunge To Build Generational Wealth — The Next Phase of Copper Beech with Chris Ruffino (Ep. 112)
What if your financial advisor cared about the next three generations of your family? In this episode, Copper Beech’s newest advisor, Chris Ruffino, sits down with hosts John and Michael Parise to answer this pivotal question. Together, they illuminate the multidimensional, generational approach...
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Wine Not Three-Peat? Bordeaux Unveiled with the Return of Tim O’Rourke (Ep. 111)
Just as true wealth is more than money, the beauty of Bordeaux goes beyond the bottle. In this episode, John and Michael Parise welcome back guest Tim O’Rourke (for the third time!) to navigate the captivating world of Bordeaux wines. Listen in as they dive into the history, production, and…
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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! 🎥 In this episode, John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy. They go over some of the questions they ask the...
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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 and one that didn’t. Throughout the two case studies, Michael explains his role in the estate planning process and the challenges of working with a…
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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 adding rare tangible assets or collectibles to your portfolio. In this episode, John and Michael Parise speak with Geoff Anandappa, a specialist in…
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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 Parise and Chris Czarnik briefly recap part one of this two-part miniseries focused on making job postings more findable. This time, they are back to unveil tips…
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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 businesses are struggling to find recruitment in the current job market. Chris covers the impact of the experience and generational gap in the workforce...
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Private Equity Investing 101 — Part 2 with Christopher Graham (Ep.105)
Ready to continue learning about private equity investing? Welcome back! In this episode, John and Michael Parise are joined by returning guest Christopher Graham, the founder and CEO of Crown Capital Investments. The last conversation covered how private equity works, what investors should look...
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Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)
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, John and Michael Parise bring on Christopher Graham, the founder, CEO, and CIO of Crown Capital Investments, to teach you how private equity works…
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Turning Risk Into Opportunity Via Enterprise Risk Management with Kyle Hanson (Ep. 103)
You can protect your business against risks while also leveraging them as opportunities for growth. In this episode, John and Michael Parise are joined by Kyle Hanson, the director of business development at Madison Insurance Group, to talk about enterprise risk management. Kyle unveils the…
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Here’s How Copper Beech Helps Business Owners Plan For Generational Wealth (Ep. 102)
Today’s topic is pertinent to business owners. If you’re grappling with unique financial challenges related to entrepreneurship and business ownership, this episode is for you. This week, John and Michael Parise explore a case study about a client who owns a business. They provide a detailed...
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Shifting How We Work To Transform The Way We Live — Part 2 with Joe Mechlinski (Ep. 101)
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 representing their values without scheduling yet another Zoom meeting? In this episode, John and Michael Parise continue their conversation with Joe...
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Celebrating 100 Episodes of The Truth About Wealth
John and Michael Parise have made it to 100 episodes! And this week’s release is all about celebrating this achievement with you! Listen in as John and Michael celebrate their 100th episode by reflecting on their podcasting experiences. Together, they share some stories, reminisce about past...
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Shifting How We Work To Transform The Way We Live — Part 1 with Joe Mechlinski (Ep. 99)
Change starts by shifting our working environment. Would you agree? In this episode, John and Michael Parise explore how transforming the way we work can have a profound impact on the real world with Joe Mechlinski, the CEO of SHIFT. Joe unpacks how SHIFT helps companies effectively manage their...
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Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)
Many investors have cold feet and want to pull out of the market for 2023, but sometimes the best option is to take a deep breath, put your emotions aside, and wait a little longer. In this episode, John and Michael Parise talk to Christian Hyldahl from Varium Investment Partners about investing…
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Investing In Oil And Gas with Don Hosmer (Ep. 97)
Many people have been questioning oil and gas with regard to America’s current politics. Luckily, Don Hosmer from Royale Energy, Inc., is here to provide us with some insight! In this episode, John and Michael Parise speak with Don Hosmer from Royale Energy, Inc. Don talks about investing in oil...
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Insurance Options When US Insurance Providers Can’t Cover Your Needs with Sean McNiff (Ep. 96)
If your traditional insurance provider won’t cover specific risks for you or your business, you have additional options to protect yourself, your business, and your family. In this episode, John and Michael Parise interview Sean McNiff from Exceptional Risk Advisors about some alternative…
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Esoteric Tax Planning Strategies For American Businesses with Matthew Kirk (Ep. 95)
Every business owner wants to save on taxes, and there’s a variety of tax planning strategies available in the US. In this episode, John and Michael Parise speak with Matthew Kirk from Holland & Knight about an esoteric tax planning strategy that not many American businesses know about. Matthew...
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Case Study: Don’t Let Procrastination Hinder Your Generational Estate Planning (Ep. 94)
They say, “an ounce of prevention is worth a pound of cure.” When families procrastinate with advanced estate planning, it can jeopardize the success of the next generation and their assets. In this episode of The Truth About Wealth, John and Michael Parise share a case study that illustrates how...
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ABOUT THIS SHOW
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.
HOSTED BY
John Parise and Michael Parise
CATEGORIES
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Frequently Asked Questions
How many episodes does The Truth About Wealth have?
The Truth About Wealth currently has 143 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Truth About Wealth 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...
How often does The Truth About Wealth release new episodes?
The Truth About Wealth publishes regularly with 143 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Truth About Wealth?
You can listen to The Truth About Wealth on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Truth About Wealth?
The Truth About Wealth is created and hosted by John Parise and Michael Parise.
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