The Truth About Wealth Podcast Por John Parise and Michael Parise arte de portada

The Truth About Wealth

The Truth About Wealth

De: John Parise and Michael Parise
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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.The Truth About Wealth All Rights Reserved Desarrollo Personal Economía Finanzas Personales Éxito Personal
Episodios
  • How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)
    Jul 9 2025
    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 on The Truth About Wealth to share how timing, adaptability, and a deep understanding of risk helped …

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    35 m
  • Here’s Why You Should Create A “Family Investment Club” (Ep. 137)
    Jun 18 2025
    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 are exploring how these can be a unique way to unite family members across generations, enhancing financial education and responsibilities while managing …

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    35 m
  • How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)
    Jun 13 2025
    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 portfolios. Listen as he breaks down what structured notes are; hybrid financial instruments combining a bond with a derivatives package, and explains how they offer …

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    33 m
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