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 139 episodes available.

The Truth About Wealth episodes:

March 23, 2022 A Journey into the World of Spanish Wine with Tim O’Rourke (Ep. 78)
If you are a lover of high quality wines that don’t break the bank, this deep dive into the various wine regions of Spain is for you. In this episode, John and Michael Parise welcome back guest Tim O’Rourke to discuss the different wine regions of Spain, the complex history that has shaped the Spanish …
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33min
March 09, 2022 Distinguishing Between Market Noise and Market Impact with Paul Dietrich, Part 2 (Ep. 77)
2021 was a year full of ups and downs. Will 2022 be the same? In the latest episode, John and Michael Parise welcome back guest Paul Dietrich for part two of a two part series where we review the events of 2021, their impacts on the economy, and what 2022 may have in store. John, …
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33min
February 23, 2022 Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76)
Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better Infrastructure Bill, or the ever-growing federal debt, might impact the market? In the latest episode, John and Michael Parise welcome back guest Paul Dietrich to discuss how you can …
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34min
February 09, 2022 How to Choose the Right Trustee with David Warren (Ep.75)
When estate planning, one of the most difficult decisions is choosing the right trustee for your family. But it doesn’t have to be. In this episode, John and Michael Parise speak with David Warren, J.D., co-founder, and chairman of Bridgeford Trust Company about the challenges of picking the right trustee and/or trust company, and highlights …
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39min
January 26, 2022 74. How to Turn Your Life Insurance into Life Settlement with Aaron Giroux
Did you know that 87% of life insurance policies never pay a death claim? Are you aware of the options available to you within the settlement space? Life settlements are one of the lesser known planning tools available to those with life insurance policies that they wish to sell. In this episode, John and Michael …
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34min
January 12, 2022 73. 10 Concerns On The Minds of Our Clients — Part 2
Who is going to take care of you into your old age? Do you have your estate planning dealings worked out? In the first part of this two-parter miniseries, John and Michael introduced us to 10 concerns on the minds of their clients. In this episode, they continue the conversation focusing on long-term care planning, …
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31min
December 29, 2021 72. 10 Concerns On The Minds of Our Clients: Part 1
Have you ever wondered what happens if you outlive your money? Is concern about inflation on your mind? Others in your situation are likely thinking about the same thing. In this multi-part series, John and Michael Parise cover 10 concerns on the minds of their clients. In this episode, John and Michael cover market volatility, …
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33min
December 15, 2021 71. Opportunities Available For Gold and Silver Investments With Andy Schectman
Precious metals like silver and gold can be seen as an investment, but they could also be viewed as a means for wealth preservation. In this episode, John and Michael Parise are once again joined by Andy Schectman, CEO of Miles Franklin Precious Metal Investments. Andy explains the opportunity of a generation that silver is, …
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38min
December 01, 2021 70. The State of Gold and Silver As An Asset Class With Andy Schectman
Precious metals are more of an obscure asset class, but there is huge value in owning these assets as part of your overall portfolio. In this episode, John and Michael Parise are joined by Andy Schectman, CEO of Miles Franklin Precious Metal Investments. Andy lays out a brief history of the gold and silver industry, …
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43min
November 17, 2021 69. Estate Planning Law Proposals You Should Be Thinking About
There may be changes to estate planning rules in the near future. If you’re a family that looks for advanced planning, you should be preparing for these changes regardless of whether or not they come to pass. In part two of this two-part series, John and Michael Parise look at potential estate planning changes that …
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32min

FAQs about The Truth About Wealth:

How many episodes does The Truth About Wealth have?

The podcast currently has 139 episodes available.

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