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The Truth About Wealth

By: John Parise and Michael Parise
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  • Summary

  • 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
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Episodes
  • Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)

    Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)
    Apr 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 leadership search firm. Together, they dive into the importance of hiring with purpose and discuss strategies for recruiting and retaining top …

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    37 mins
  • Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)

    Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)
    Apr 3 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 and Jobs Act. They underscore the necessity of proactive tax planning and the importance of consulting with advisors to maximize benefits before these …

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    35 mins
  • Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)

    Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
    Mar 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, CEPA, Manager, and Shareholder at DRDA, PLLC, for a conversation about the intricacies of management services organizations (MSOs). Doug provides a comprehensive explanation of MSOs, detailing …

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    30 mins
Economics Personal Finance Personal Success
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