The Truth About Wealth

The Truth About Wealth


Latest Episodes

Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)
January 08, 2025

Are you aware of the tax savings opportunities youre missing by not employing cost segregation in your real estate investments? Get ready to uncover the untapped potential of tax method changes that

The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130)
December 18, 2024

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,

The Future of Money: Gold, Silver, and You with Andy Schectman (Ep. 129)
November 06, 2024

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

Estate Planning Essentials: Understanding Asset Succession (Ep. 128)
September 11, 2024

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: understandi

The Purpose of a Purpose Trust with David Warren (Ep. 127)
July 31, 2024

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 p

Copper Beech’s Philosophy & Vision (Ep. 126)
July 17, 2024

Are you certain your familys financial future is secure for generations to come? Understanding the true value of your wealth goes beyond numbers; its about creating a lasting legacy. Today on The T

Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)
April 17, 2024

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 leader

Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)
April 03, 2024

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 an

Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
March 20, 2024

How can Management Services Organizations (MSOs) enhance tax efficiency and asset protection for businesses? Today on The Truth About Wealth, John and Michael Parise welcome back Doug Dickey, CPA, CEP

Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
March 06, 2024

Is becoming a C Corporation the best tax strategy for your business? Today on The Truth About Wealth, John and Michael Parise speak with Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC,