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
  • Here’s Why You Should Create A “Family Investment Club” (Ep. 137)

    Here’s Why You Should Create A “Family Investment Club” (Ep. 137)
    Jun 18 2025
    Copper Beech has coined something they like to call a “family investment club”. It’s a new way to manage generational wealth. How can you implement it in your family? John and Michael Parise are exploring how these can be a unique way to unite family members across generations, enhancing financial education and responsibilities while managing …

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    35 m
  • How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)

    How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)
    Jun 13 2025
    Vincent Tassone of Causeway Securities, one of the world’s largest independent structured note distributors, joins John and Michael Parise to demystify structured notes and their expanding role in today’s investment portfolios. Listen as he breaks down what structured notes are; hybrid financial instruments combining a bond with a derivatives package, and explains how they offer …

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    33 m
  • How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)

    How to Implement Innovative Risk Mitigation with Madison Insurance Group (Ep. 135)
    May 14 2025
    What happens when a business suddenly loses a key player or faces a supply chain disruption? That’s where Madison Insurance Group’s unique strategies come into play, offering peace of mind and financial protection for unforeseen business challenges. Join John and Michael Parise as they chat with Mark Sims and Aaron Quinn from Madison Insurance Group …

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    47 m
  • Your Guide to Family Business Succession (Ep.134)

    Your Guide to Family Business Succession (Ep.134)
    Apr 23 2025
    What does it mean to treat all family members fairly in terms of wealth distribution? John and Michael Parise dive into the complexities of estate equalization within family businesses. In this episode, they unravel a recent case study highlighting the challenges faced when generational wealth intersects with family dynamics. Listeners are in for a detailed …

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    29 m
  • How to Use Leverage to Create Generation Wealth (Ep. 133)

    How to Use Leverage to Create Generation Wealth (Ep. 133)
    Apr 9 2025
    How can you create a legacy that spans generations? Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like IRA accounts and life insurance to enhance family wealth …

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    36 m