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:

September 09, 2020 Episode 41 – Planning For Special Needs Adults – With Guest Mike Byrne
Special needs planning is critical for families in ensuring children and adults with special needs are protected. In this episode, John and Michael Parise speak with Michael Byrne, a partner at Lighthouse Planning Consultants. Mike addresses many of the misconceptions surrounding families with a dependent adult with special needs, like SSI eligibility and ABLE accounts. …
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30min
August 26, 2020 Episode 40 – Special Needs Planning And The Issue Of Guardianship
Guardianship is a huge part of special needs planning, as it takes into account what happens to a child if the parents pass away. Finding the right person to care for a special needs child is not necessarily easy. John and Michael Parise explore the topic of special needs planning for families. John explains his …
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32min
August 12, 2020 Episode 39 – The Alternative Investment World Of Collectible Coins – With Guest Keith Jacobsen
Collectible coins are an excellent way to build your investment portfolio, or they could be an asset you pass down to the next generation. John and Michael Parise speak with Keith Jacobsen, founder of the International Coin Alliance. Keith introduces us to the investment world of collectible coins, sharing some of his stories over his …
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36min
July 29, 2020 Episode 38 – Premium Financing Of Life Insurance Policies – With Guest Darren Sugiyama
Premium financing is a strategic way to build wealth over time, but it does come with its risks. In today’s episode of The Truth About Wealth Podcast, Michael is joined by Darren Sugiyama, author and Managing Partner for Lionsmark Capital. Darren examines premium financing, its benefits, the requirements needed to qualify, and more. In this …
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44min
July 15, 2020 Episode 37 – When Planning Doesn’t Go as Planned
At Copper Beech Financial Group, we typically establish long-term relationships with clients and families, but our platform isn’t necessarily the right fit for every family. In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss a hypothetical example of an estate plan that did not work out and cover the various …
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30min
July 01, 2020 Episode 36 – Charitable Lead Annuity Trust – With Derek Myron
What is a charitable lead annuity trust and how can it benefit taxpayers? In this episode of The Truth About Wealth Podcast, Michael Parise speaks with Derek Myron from Centura Wealth Advisory to discuss charitable lead annuity trust. Derek provides an extensive look into the trust and its tax benefits. In this episode, you will …
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35min
June 17, 2020 Episode 35 – Managing Family Businesses
Do you run a family business? How do you handle the daily challenges that may be unique to running a family business? In this episode of The Truth About Wealth Podcast, John & Michael Parise discuss all things family business: what it’s like to run a family business, how Copper Beech was started, the different …
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35min
June 03, 2020 Episode 34 – Expand Your Wine Palette and Start Your Collection –– With Tim O’Rourke
Have you ever wondered how wine goes from the vineyard to your glass? Do you want to know if you’re storing your wine correctly for optimal flavor? In this episode, John and Michael Parise are joined by Tim O’Rourke, a wine investor with an impressive collection that was featured on the cover of Wine Spectator …
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39min
May 20, 2020 Episode 33 – The Importance of Creating a Business Succession Plan
Having no business succession plan can be detrimental to family wealth. In this episode of The Truth About Wealth Podcast, John & Michael Parise begin a new series of case studies in which they examine the situation of a past client, discuss their specific needs, and the steps they took to create their plan. In …
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28min
May 06, 2020 Episode 32 – Impact Investing — with Christopher Vroman and Dr. Laura Fenster Rothchild
Organizations are using impact investing to tackle social issues alongside a financial return. In this episode of The Truth About Wealth Podcast, John & Michael Parise sit down with guests Christopher Vroman and Dr. Laura Fenster Rothschild of Emmett Partners to discuss impact investing, and how organizations are transitioning to the practice. In this episode, …
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32min

FAQs about The Truth About Wealth:

How many episodes does The Truth About Wealth have?

The podcast currently has 142 episodes available.