The Truth About Wealth

The Truth About Wealth


Latest Episodes

Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)
April 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 leader

Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)
April 03, 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 an

Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
March 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, CEP

Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
March 06, 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,

Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)
February 21, 2024

How can generational planning help secure your familys 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 upl

Upline Planning: What it is & Why You Need to Do it (Ep. 120)
February 07, 2024

Why is generational planning crucial for protecting your familys wealth? Today, John and Michael Parise discuss upline planning with a focus on the importance of generational planning and asset prote

Securing Your Family’s Future Wealth Q&A (Ep. 119)
January 24, 2024

How can you secure your familys 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 imp

Nurturing Wealth, Values, and an Entrepreneurial Mindset Across Generations (Ep. 118)
January 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 mind

Estate Planning For Younger Families with Chris Ruffino (Ep. 117)
December 27, 2023

Why is estate planning crucial for younger families? Chris Ruffino joins Michael Parise to talk about estate planning and why its important not only for older generations but for younger families, to

Unpacking The Complexities of Roth IRAs With Chris Ruffino (Ep. 116)
December 13, 2023

There have been recent changes in tax laws for Roth accounts. Ready to go over them? In this episode, Chris Ruffino and Michael Parise go into the basics of Roth accounts and the recent changes in ta