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
  • The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)

    The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)
    Sep 11 2025
    Markets are moving on more than just fundamentals. Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about investing in a world driven by tariffs, tax law changes, and shifting Fed policy. Eric shares how CNR’s high-net-worth clients benefit from customized, multi-asset strategies that adjust for both long-term goals and short-term …

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    31 m
  • How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)

    How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)
    Aug 20 2025
    What if your portfolio could evolve with you, like a financial blueprint that updates in real time? Michael Parise sits down with Ben Ludwig of City National Rochdale to unpack what truly personalized investing means for high-net-worth families, and why it matters more than ever. From shifting risk tolerance to multi-generational planning, Ben breaks down …

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    28 m
  • How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)

    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
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