Do your kids and grandkids know your family’s legacy? Make sure they do by creating a video memoir! 🎥 In this episode, John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy. They go over some of the questions they ask the families they work …
Are you struggling with complex estate planning situations? In this episode, John and Michael Parise uncover two case studies, one that worked and one that didn’t. Throughout the two case studies, Michael explains his role in the estate planning process and the challenges of working with a business owner with significant estate tax exposure. Adding …
If you’re looking to diversify your portfolio and try to hedge some of the global inflation investors are seeing today, you might want to consider adding rare tangible assets or collectibles to your portfolio. In this episode, John and Michael Parise speak with Geoff Anandappa, a specialist in rare tangible assets and the founder of …
So you made your job posting findable and found your key talent… How to ensure they stay with your company? In this episode, Michael Parise and Chris Czarnik briefly recap part one of this two-part miniseries focused on making job postings more findable. This time, they are back to unveil tips and tricks around employee …
Do you ever wonder why it is so difficult to find experienced candidates? In this episode, Michael Parise speaks with Chris Czarnik about why businesses are struggling to find recruitment in the current job market. Chris covers the impact of the experience and generational gap in the workforce while explaining how companies can find more …
Ready to continue learning about private equity investing? Welcome back! In this episode, John and Michael Parise are joined by returning guest Christopher Graham, the founder and CEO of Crown Capital Investments. The last conversation covered how private equity works, what investors should look at, and how it’s structured. This time, Christopher continues the lesson, …
It may be tempting to get into the world of private equity investing, but it’s important to get the basics under your belt first. In this episode, John and Michael Parise bring on Christopher Graham, the founder, CEO, and CIO of Crown Capital Investments, to teach you how private equity works, what investors should look …
You can protect your business against risks while also leveraging them as opportunities for growth. In this episode, John and Michael Parise are joined by Kyle Hanson, the director of business development at Madison Insurance Group, to talk about enterprise risk management. Kyle unveils the firm’s application of SWOT analysis to enterprise risk management …
Today’s topic is pertinent to business owners. If you’re grappling with unique financial challenges related to entrepreneurship and business ownership, this episode is for you. This week, John and Michael Parise explore a case study about a client who owns a business. They provide a detailed walkthrough of their process from start to finish while …
It’s no secret that the hybrid working environment has evolved. So, how can companies make sure their employees are bringing their A-game and representing their values without scheduling yet another Zoom meeting? In this episode, John and Michael Parise continue their conversation with Joe Mechlinski, the CEO of SHIFT. This time, Joe unveils the challenges …