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
  • Is a C Corporation Right for You? with Doug Dickey (Ep. 122)

    Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
    Mar 6 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, about the benefits and tax implications of using C corporations for business structures post Tax Cuts and Jobs Act. They explore …

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    27 mins
  • Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)

    Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)
    Feb 21 2024
    How can generational planning help secure your family’s wealth for the future? Today on The Truth About Wealth, John and Michael Parise get together for a follow-up from the previous episode about upline generational planning. This week, they explore two case studies: the first concerning a family business owner with asset protection needs due to …

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    36 mins
  • Upline Planning: What it is & Why You Need to Do it (Ep. 120)

    Upline Planning: What it is & Why You Need to Do it (Ep. 120)
    Feb 7 2024
    Why is generational planning crucial for protecting your family’s wealth? Today, John and Michael Parise discuss upline planning with a focus on the importance of generational planning and asset protection. They highlight the potential conflicts within families during asset distribution and the value of trusts.  John and Michael also explore a strategy to maximize income …

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    30 mins
  • Securing Your Family’s Future Wealth Q&A (Ep. 119)

    Securing Your Family’s Future Wealth Q&A (Ep. 119)
    Jan 24 2024
    How can you secure your family’s future wealth?  In short, anticipate change, stay informed, and reach out to your advisor. This week, John and Michael Parise elaborate with a discussion about the importance of proactive wealth management. They highlight the need for individuals to ask questions, educate themselves, and consult with their advisors to secure …

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    34 mins
  • Nurturing Wealth, Values, and an Entrepreneurial Mindset Across Generations (Ep. 118)

    Nurturing Wealth, Values, and an Entrepreneurial Mindset Across Generations (Ep. 118)
    Jan 10 2024
    As you transfer your hard-earned assets to your children and groom them to assume control of the family business, you likely want to imbue them with your core family values and an entrepreneurial mindset. But how do you initiate an open dialogue? When is the best time to do it? John and Michael Parise answer …

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    30 mins