business
Hosted by John Parise and Michael Parise · business · EN-US
Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
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Contact path
Verified email
Booking probability
34%
Guest openness
Selective
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Signup to Generate a PitchBeing a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
The Truth About Wealth is hosted by John Parise and Michael Parise. The show has published 143 episodes to date.
Recent episodes include "Opportunity Zones, Generational Wealth, and Tax Strategy with Ashley Tison (Ep. 144)" (30 September 2026, 46 minutes), "Crypto Wealth Management, Institutional Adoption & Digital Assets (Ep. 143)" (30 June 2026, 45 minutes), and "Inside Alternative Investing and Private Market Strategies (Ep. 142)" (30 April 2026, 38 minutes).
The Truth About Wealth publishes roughly monthly, with episodes averaging 36 minutes across 143 episodes.
Booking probability for The Truth About Wealth is 34%, and the host is rated Selective on guests. The Truth About Wealth requires a Pod Score of 80 or higher. The Truth About Wealth's contact route on record: verified email.
The strongest fits for The Truth About Wealth are Investing & Wealth Management. The Truth About Wealth has a business audience.
John Parise and Michael Parise hosts The Truth About Wealth, a business podcast with 143 episodes published.
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The Truth About Wealth
What if one of the most powerful wealth-building tools in America is still being overlooked? In this episode, Ashley Tison, founder of OZPros, unpacks how Opportunity Zones are transforming the way investors, business...
The Truth About Wealth
What happens when a traditional financial system collides with a new era of digital assets and investors are still trying to figure out where they fit? In this episode, we are joined by Jake Claver, Principal of Digital...
The Truth About Wealth
Markets aren’t just about stocks and bonds anymore; they’re about access, structure, and who you’re investing alongside. In this episode, Michael Parise sits down with Jeff Coury II and Tom Deutsch of The Coury Firm to...
The Truth About Wealth
Markets are moving on more than just fundamentals. Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about investing in a world driven by tariffs, tax law changes, and shifting Fed policy...
The Truth About Wealth
What if your portfolio could evolve with you, like a financial blueprint that updates in real time? Michael Parise sits down with Ben Ludwig of City National Rochdale to unpack what truly personalized investing means...
The Truth About Wealth
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...
The Truth About Wealth
https://youtu.be/IFnSx8u2xVY 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...
The Truth About Wealth
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...
The Truth About Wealth
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...
The Truth About Wealth
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...
The Truth About Wealth
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...
The Truth About Wealth
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...
The Truth About Wealth
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...
The Truth About Wealth
Are you ready for the next energy revolution? John and Michael Parise from Copper Beech Financial Group explore this critical topic with Mitch Kerr, Senior Portfolio Manager at Ategenos Capital. John, Michael, and Mitch...
The Truth About Wealth
What happens when gold outpaces all expectations in a world where currency devalues? In this episode, John and Michael Parise from Copper Beech Financial Group delve into this intriguing question with Andy Schectman...
The Truth About Wealth
Have you reviewed your beneficiary designations lately? The impact could be more significant than you think. Ensuring your assets are inherited as you intend starts with one critical step: understanding the importance...
The Truth About Wealth
Take advantage of the full potential of your estate planning strategy by learning about purpose trusts. This episode, featuring David Warren from Bridgeford Trust, dives deep into innovative ways to protect your wealth...
The Truth About Wealth
Are you certain your family’s financial future is secure for generations to come? Understanding the true value of your wealth goes beyond numbers; it’s about creating a lasting legacy. Today on The Truth...
The Truth About Wealth
Do you need help to hire and retain top talent for your business? In this episode, John and Michael Parise are joined by Max Hansen, CEO and co-founder of Y Scouts, the first-ever purpose-based leadership search firm...
The Truth About Wealth
How do the changing tax provisions impact your financial planning? Today on The Truth About Wealth, John and Michael Parise discuss the implications of the expiring tax provisions from the Tax Cuts and Jobs Act. They...
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