When you consider what your assets are, you might think of belongings such as your car, house, technology, and other valuable possessions. But did you know that your life insurance policy is also an asset? In this episode of The Truth About Wealth Podc...

Unless you’ve been living under a rock, you know that China and the U.S. are in the midst of trade negotiations.  In this episode of The Truth About Wealth Podcast, Paul Dietrich returns to finish the market discussion with John and Michael Parise.

In this episode of The Truth About Wealth Podcast, guest Mark Sims returns to answer more questions about private insurance structure, including how they function across the United States and Puerto Rico. In this episode,

In today’s economic landscape, it is important to hear from the experts.  In this episode of The Truth About Wealth Podcast, John and Michael Parise sit down with Paul Dietrich, Copper Beech’s chief economic analyst and CEO and CIO of Fairfax Global Ma...

Risk management is key, both on the business side and on the personal finance side. In this episode, John and Michael Parise sit down with guest Mark Sims. Mark discusses his work at Captive Alternatives, specifically his expertise in risk management w...

For high-income families, estate planning is a critical part of planning for their financial future. However, sometimes the logistics of estate planning can get complicated. In this episode of The Truth About Wealth Podcast,

Trusts can be highly beneficial tools for generating and conserving wealth through multiple generations. However, it’s common for individuals and families to have objections to establishing trusts. In this second part of a two-part series,

Trusts are the backbone of estate plans, and yet many families are objecting to having one. What’s going on? Too often, families believe misconceptions about trusts or feel too intimidated. In this episode,

A strong team is the backbone of a business. Without cohesive teamwork, a business cannot and will not be successful. In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss the importance of “aligning your tribe”: working wi...

Do you know what your net rate of return is on your investment portfolio? How much money are you actually taking home at the end of the day? In this episode, John and Michael Parise discuss the importance of understanding that it’s not about what you m...