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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Shifting How We Work To Transform The Way We Live — Part 1 with Joe Mechlinski (Ep. 99)

Shifting How We Work To Transform The Way We Live — Part 1 with Joe Mechlinski (Ep. 99)

Change starts by shifting our working environment. Would you agree? In this episode, John and Michael Parise explore how transforming the way we work can have a profound impact on the real world with Joe Mechlinski, the CEO of SHIFT.  Joe unpacks how SHIFT helps companies effectively manage their resources and create engaged employees. He …

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Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)

Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)

Many investors have cold feet and want to pull out of the market for 2023, but sometimes the best option is to take a deep breath, put your emotions aside, and wait a little longer. In this episode, John and Michael Parise talk to Christian Hyldahl from Varium Investment Partners about investing in 2023. Christian …

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Insurance Options When US Insurance Providers Can’t Cover Your Needs with Sean McNiff (Ep. 96)

Insurance Options When US Insurance Providers Can’t Cover Your Needs with Sean McNiff (Ep. 96)

If your traditional insurance provider won’t cover specific risks for you or your business, you have additional options to protect yourself, your business, and your family. In this episode, John and Michael Parise interview Sean McNiff from Exceptional Risk Advisors about some alternative insurance the firm provides. Sean shares a variety of case studies, from …

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