The Truth About Wealth
John Parise and Michael PariseBeing 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.
| Publishes | Infrequently | Episodes | 143 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEducationSelf-Improvement | |||
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Latest Episodes
What if one of the most powerful wealth-building tools in America is still being overlooked?
In this episode, Ashley Tison, founder of OZPros, unpacks how Opportunity Zones are transforming the way investors, business owners, and families think abo... more
What happens when a traditional financial system collides with a new era of digital assets and investors are still trying to figure out where they fit?
In this episode, we are joined by Jake Claver, Principal of Digital Ascension Group, to unpack h... more
Markets aren’t just about stocks and bonds anymore; they’re about access, structure, and who you’re investing alongside. In this episode, Michael Parise sits down with Jeff Coury II and Tom Deutsch of The Coury Firm to unpack how high-net-worth famil... more
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-... more
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- Timely advice from top industry experts
During this time of uncertainty, it is important to have access to advice from the top industry experts and experienced business people so we can make the best decisions possible for our future. I'm really enjoying it so far! Great show.
Apple Podcasts5Olga052020
Philippines6 years ago - The best
These gentlemen put your needs first. Simply the best in the industry.
Apple Podcasts5Dr J88
United States6 years ago
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Frequently Asked Questions About The Truth About Wealth
What is The Truth About Wealth about and what kind of topics does it cover?
The show targets high-commitment investors and financial professionals seeking practical insights on private markets, wealth structuring, and multi-family office strategies. Episodes frequently explore private equity, hedge funds, real estate, structured notes, and personalized portfolios, with guests ranging from family-office executives to institutional-leaning advisors. A notable strength is translating complex financial concepts into actionable takeaways for sophisticated clients, including how to access institutional strategies, tailor portfolios, and navigate evolving market conditions. The format combines practitioner-focused discussions, case studies, and macro context, making it useful for listeners who advise high-net-worth indivi... more
Where can I find podcast stats for The Truth About Wealth?
Rephonic provides a wide range of podcast stats for The Truth About Wealth. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Truth About Wealth and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The Truth About Wealth get?
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What are the audience demographics for The Truth About Wealth?
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How many subscribers and views does The Truth About Wealth have?
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Which podcasts are similar to The Truth About Wealth?
These podcasts share a similar audience with The Truth About Wealth:
1. FOXcast
How many episodes of The Truth About Wealth are there?
The Truth About Wealth launched 8 years ago and published 143 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Truth About Wealth?
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Where can I see ratings and reviews for The Truth About Wealth?
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What guests have appeared on The Truth About Wealth?
Recent guests on The Truth About Wealth include:
1. Ashley Tison
2. Jake Claver
3. Copper Beach Financial Group
4. Jeff Coury II
5. Tom Deutsch
6. Eric Fuhrman
7. Ben Ludwig
8. Greg Friedman
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.