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  • How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 139)

    How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 139)
    2025/07/09
    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 understanding of risk helped …

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    35 分
  • Here’s Why You Should Create A “Family Investment Club” (Ep. 137)

    Here’s Why You Should Create A “Family Investment Club” (Ep. 137)
    2025/06/18
    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 generations, enhancing financial education and responsibilities while managing …

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    35 分
  • How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)

    How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)
    2025/06/13
    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 instruments combining a bond with a derivatives package, and explains how they offer …

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    33 分
  • How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)

    How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)
    2025/05/14
    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 Mark Sims and Aaron Quinn from Madison Insurance Group …

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    47 分
  • Your Guide to Family Business Succession (Ep.134)

    Your Guide to Family Business Succession (Ep.134)
    2025/04/23
    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 intersects with family dynamics. Listeners are in for a detailed …

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    29 分
  • How to Use Leverage to Create Generation Wealth (Ep. 133)

    How to Use Leverage to Create Generation Wealth (Ep. 133)
    2025/04/09
    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 IRA accounts and life insurance to enhance family wealth …

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    36 分
  • Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)

    Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)
    2025/03/26
    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 their journeys and discuss Momentem’s mission to help both non-profits …

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    37 分
  • Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)

    Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)
    2025/01/08
    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 Vanessa Wallace Clunies from Tax Method Experts guide you through …

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    30 分