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 C... more

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FAQs about The Truth About Wealth:

How many episodes does The Truth About Wealth have?

The podcast currently has 142 episodes available.

The Truth About Wealth episodes:

February 17, 2021 Episode 51 – Clarke & Cohen: Yet Another Successful Family Business – With Guest Richard Cohen, SPPA
Pennsylvania-based public insurance adjusters firm Clarke & Cohen is a 100-year family business that has already reached the fourth generation. In this episode, John and Michael Parise sit down with public adjuster and the firm’s CEO, Richard Cohen, SPPA. Today, Richard reviews his family and the business journey that’s closely related to the building and …
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34min
February 03, 2021 Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2
Are you in your family’s second or third generation, and interested in learning how to carry on your family’s wealth? In part two of this two part series, John and Michael Parise discuss different considerations second and third generations must have when handling their family’s wealth, highlighting the importance of effective communication and data organization. …
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33min
January 20, 2021 Episode 49 – Creating and Building a 100-Year Family Vision – Part 1
There’s no greater satisfaction than knowing and seeing that the wealth you built is passing down through the generations correctly. Would you agree? In part one of this two-part mini-series, John and Michael Parise explain everything you need to know about correctly handling multigenerational wealth. They highlight the importance of being aligned on the family …
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33min
January 06, 2021 Episode 48 – A Trip Around Italy Examining Wine – With Guest Tim O’Rourke
On this leg of our Wine Adventure, we take a look at the Italian region! In this episode, John and Michael Parise sit down with Tim O’Rourke to identify the wines that come out of Italy, what sets these wines apart from the rest and how you can choose an Italian wine that pairs with …
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42min
December 23, 2020 Episode 47 – A Deep Dive into The French Wine Industry – With Guest Tim O’Rourke
France is one of the world’s largest producers of wine, and is the source of many grape varieties such as Cabernet Sauvignon, Chardonnay, Sauvignon blanc, and Pinot noir. In this episode, John and Michael Parise sit down with wine investor Tim O’Rourke to examine what sets France apart as a producer of wine and how …
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34min
December 02, 2020 Episode 46 – Measuring Risk In A Family Wealth Plan
To what extent have you involved and taught your family about risk calculation? In this episode, John and Michael Parise explain the importance of communicating and involving your family in wealth plan risk calculation. They highlight the different risks you and your family should ALWAYS consider when it comes to generational wealth planning. In this …
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31min
November 13, 2020 Episode 45 – The Financial and Emotional Components of Legacy Letters
In many cases, legacy letters are the main vessel for transferring financial assets down the generational line. In this episode, John and Michael Parise explain the importance of elaborating and involving your family in legacy letters, and highlight the different considerations you should have when you’re prepared to craft your own. In this episode, you …
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34min
October 28, 2020 Episode 44 – Bringing The Next Generation Into The Family Business – Part 2 — With Guest Jeff Savlov
Involving the next generation in your family business can be delicate, and it’s important to have a strategy for approaching the transition. In part two of this series, John and Michael Parise, along with guest Jeff Savlov, continue navigating the path of skill development and bringing the younger generation into the family businesses. In this …
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33min
October 21, 2020 Episode 43 – Raising Children in the Context of Family Financial Success
When is it the right time to start having financial conversations with your children? Today, John and Michael are joined by Jeff Savlov, founder of Blum & Savlov, LLP. Jeff shares his experiences with families educating their children on financial success. He explains why it’s better to begin having conversations regarding financial matters early in …
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32min
September 30, 2020 Episode 42 – Intentionally Defective Grantor Trust Planning in 2020
An intentionally defective grantor trust is an estate-planning tool used to freeze certain assets of an individual for estate-tax purposes. What makes 2020 the perfect time to take advantage of this type of trust? In this episode, John and Michael Parise dive right into the benefits of intentionally defective grantor trusts and why the best …
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31min

FAQs about The Truth About Wealth:

How many episodes does The Truth About Wealth have?

The podcast currently has 142 episodes available.