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:

December 04, 2019 Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®
Exit planning is a major part of owning a business. And for many business owners, creating a plan that helps them do good by rewarding the employees that have helped them become successful is incredibly attractive. Today, John and Michael Parise welcome Rick Jaye of Business Transition Advisors to explore the world of ESOPs. Rick …
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42min
November 20, 2019 Episode 20 – Turn Your Philanthropy Into a Generational Project
There are many reasons to include philanthropic practices in your family’s overall financial plan. In this episode, John and Michael Parise discuss the basics of philanthropic planning for families, including how families can work together to choose charities and how this plan should fit into your generational wealth strategy. In this episode, you will learn: …
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35min
November 06, 2019 Episode 19 – Life Insurance as an Asset Class
When you consider what your assets are, you might think of belongings such as your car, house, technology, and other valuable possessions. But did you know that your life insurance policy is also an asset? In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss life insurance and how you can …
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31min
October 23, 2019 Episode 18 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 2
Unless you’ve been living under a rock, you know that China and the U.S. are in the midst of trade negotiations. In this episode of The Truth About Wealth Podcast, Paul Dietrich returns to finish the market discussion with John and Michael Parise. Listen in as Paul shares his insights on the agreement — or …
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31min
October 09, 2019 Episode 17 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 1
In today’s economic landscape, it is important to hear from the experts. In this episode of The Truth About Wealth Podcast, John and Michael Parise sit down with Paul Dietrich, Copper Beech’s chief economic analyst and CEO and CIO of Fairfax Global Markets LLC, to discuss the state of the market and what’s to come …
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37min
October 08, 2019 Episode 16 – Private Insurance Structure — With Guest Mark Sims: Part 2
In this episode of The Truth About Wealth Podcast, guest Mark Sims returns to answer more questions about private insurance structure, including how they function across the United States and Puerto Rico. In this episode, you will learn: The top 10 most popular risks that individuals insure themselves against Reasons for using private insurance structure …
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30min
September 25, 2019 Episode 16 – Private Insurance Structure — With Guest Mark Sims: Part 2
In this episode of The Truth About Wealth Podcast, guest Mark Sims returns to answer more questions about private insurance structure, including how they function across the United States and Puerto Rico. In this episode, you will learn: The top 10 most popular risks that individuals insure themselves against Reasons for using private insurance structure … Continue reading Episode 16 – Private Insurance Structure — With Guest Mark Sims: Part 2 →
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30min
September 11, 2019 Episode 15 – Private Insurance Structure — With Mark Sims: Part 1
Risk management is key, both on the business side and on the personal finance side. In this episode, John and Michael Parise sit down with guest Mark Sims. Mark discusses his work at Captive Alternatives, specifically his expertise in risk management with private insurance structure within the family office structure. In this episode, you will …
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27min
August 28, 2019 Episode 14 – 10 Strategies for Estate Planning
For high-income families, estate planning is a critical part of planning for their financial future. However, sometimes the logistics of estate planning can get complicated. In this episode of The Truth About Wealth Podcast, Michael Parise shares his legal expertise with 10 strategies and ideas for estate planning. In this episode, you will learn: The …
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36min
August 14, 2019 Episode 13 – 7 Common Objections to Trusts: Part 2
Trusts can be highly beneficial tools for generating and conserving wealth through multiple generations. However, it’s common for individuals and families to have objections to establishing trusts. In this second part of a two-part series, John and Michael Parise explain — and debunk — some of those common objections and share their expertise on the …
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33min

FAQs about The Truth About Wealth:

How many episodes does The Truth About Wealth have?

The podcast currently has 142 episodes available.