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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Esoteric Tax Planning Strategies For American Businesses with Matthew Kirk (Ep. 95)

Esoteric Tax Planning Strategies For American Businesses with Matthew Kirk (Ep. 95)

Every business owner wants to save on taxes, and there’s a variety of tax planning strategies available in the US. In this episode, John and Michael Parise speak with Matthew Kirk from Holland & Knight about an esoteric tax planning strategy that not many American businesses know about. Matthew gives an overview of the tax …

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Case Study: Don’t Let Procrastination Hinder Your Generational Estate Planning (Ep. 94)

Case Study: Don’t Let Procrastination Hinder Your Generational Estate Planning (Ep. 94)

They say, “an ounce of prevention is worth a pound of cure.” When families procrastinate with advanced estate planning, it can jeopardize the success of the next generation and their assets. In this episode of The Truth About Wealth, John and Michael Parise share a case study that illustrates how they’ve been helping one particular …

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Cost Segregation In Real Estate — Part 2 with Isaac Downing (Ep. 93)

Cost Segregation In Real Estate — Part 2 with Isaac Downing (Ep. 93)

Did you know that cost segregation studies can be conducted on commercial and residential properties? This week on The Truth About Wealth, Isaac Downing, the regional director at Capstan Tax Strategies, is back to unpack everything you need to know about the 1031 Exchange and cost segregation studies within commercial and residential real estate properties. …

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Cost Segregation In Real Estate with Isaac Downing (Ep. 92)

Cost Segregation In Real Estate with Isaac Downing (Ep. 92)

Cost segregation in real estate has been a taboo subject for many investors.  However, there are several tax benefits to consider when implementing cost segregation within the properties you own. In this episode of The Truth About Wealth, Michael Parise sits down with Isaac Downing, regional director at Capstan Tax Strategies. Isaac unpacks the ins …

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The Importance of Sobriety with Matthew Sullivan (Ep. 91)

The Importance of Sobriety with Matthew Sullivan (Ep. 91)

The pathway to sobriety from drugs and alcohol isn’t a linear one. There is potential to have many ups and downs.  And here’s where treatment facilities like the American Treatment Network help individuals get sober to become functioning members of society. In this release of The Truth About Wealth, John and Michael Parise welcome their …

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