Navigating Blended Families and Estate Taxes: A Case Study Discussion (Ep. 109)

Navigating Blended Families and Estate Taxes: A Case Study Discussion (Ep. 109)

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 …

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The Role of Rare Tangible Assets in a Diversified Portfolio for Generational Wealth with Geoff Anandappa (Ep. 108)

The Role of Rare Tangible Assets in a Diversified Portfolio for Generational Wealth with Geoff Anandappa (Ep. 108)

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 …

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Helping Talent Find You with Chris Czarnik — Part 2 (Ep. 107)

Helping Talent Find You with Chris Czarnik — Part 2 (Ep. 107)

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 …

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Helping Talent Find You with Chris Czarnik — Part 1 (Ep. 106)

Helping Talent Find You with Chris Czarnik — Part 1 (Ep. 106)

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 …

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Private Equity Investing 101 — Part 2 with Christopher Graham (Ep.105)

Private Equity Investing 101 — Part 2 with Christopher Graham (Ep.105)

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, …

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Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)

Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)

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 …

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Turning Risk Into Opportunity Via Enterprise Risk Management with Kyle Hanson (Ep. 103)

Turning Risk Into Opportunity Via Enterprise Risk Management with Kyle Hanson (Ep. 103)

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 …

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Here’s How Copper Beech Helps Business Owners Plan For Generational Wealth (Ep. 102)

Here’s How Copper Beech Helps Business Owners Plan For Generational Wealth (Ep. 102)

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 …

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Shifting How We Work To Transform The Way We Live — Part 2 with Joe Mechlinski (Ep. 101)

Shifting How We Work To Transform The Way We Live — Part 2 with Joe Mechlinski (Ep. 101)

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 …

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Celebrating 100 Episodes of The Truth About Wealth

Celebrating 100 Episodes of The Truth About Wealth

John and Michael Parise have made it to 100 episodes! And this week’s release is all about celebrating this achievement with you! Listen in as John and Michael celebrate their 100th episode by reflecting on their podcasting experiences. Together, they share some stories, reminisce about past episodes, and reveal their favorite moments as podcasters. John …

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