Episodes: 143
Frequency: Irregular
Rating: 4.6/5.0
Estimated listeners: 100 - 1,000
Gender skew: Neutral
Listener location: USA
Publicly listed emails
podcasts@proudmouth.com
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John Parise - Financial professional at Copper Beech Financial Group who co-hosts discussions about wealth management, investing, and strategies for building and preserving family wealth.
Michael Parise - Financial professional at Copper Beech Financial Group who co-hosts interviews with investment, wealth-management, and family-office professionals.
Jake Claver - Digital Assets, Blockchain Infrastructure, Institutional Adoption, Custody, Regulation, Tokenization, And Crypto Portfolio Strategy.
Tom Deutsch - Multi-family Offices, Alternative Investments, Private Markets, Portfolio Construction, Liquidity Events, And Institutional Investment Access.
Jeff Coury II - Multi-family Offices, Alternative Investments, Private Markets, Portfolio Construction, Liquidity Events, And Institutional Investment Access.
Eric Fuhrman - Market Strategy, Interest Rates, Tariffs, Tax Policy, Sector Positioning, Customized Portfolios, And Managing Wealth After A Business Sale.
Ben Ludwig - Personalized Portfolio Management, Tax-sensitive Investing, Individual Securities, Risk Tolerance, And Multigenerational Wealth Planning.
Opportunity Zones, Generational Wealth, and Tax Strategy with Ashley Tison (Ep. 144)
September 30, 2026
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 about taxes, real estate, and long-term wealth creation. Listen in to learn how Opportunity Zones work, why they’ve gained bipartisan support, and how investors can use them to defer—and potentially eliminate—capital gains taxes while building generati...
Crypto Wealth Management, Institutional Adoption & Digital Assets (Ep. 143)
June 30, 2026
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 how digital assets are reshaping investing, financial infrastructure, and long-term wealth strategy. Jake breaks down how crypto evolved from a speculative idea into an emerging institutional asset class, and why the real shift isn’t just about coins...
Inside Alternative Investing and Private Market Strategies (Ep. 142)
April 30, 2026
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 families are navigating public and private markets, and why traditional portfolio strategies may no longer be enough. They share how their multi-family office approach evolved from business advisory into full-scale asset management, as well as why alte...
The Informed Investor · Medium booking difficulty · 100 - 1,000 listeners
Smarter Planner Podcast · Medium booking difficulty · 100 - 1,000 listeners
Wealth Strategy Secrets of the Ultra Wealthy Podcast · Medium booking difficulty · 1,000 - 10,000 listeners
The Truth About Wealth is hosted by John Parise and Michael Parise. Its publicly listed email is podcasts@proudmouth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for The Truth About Wealth: podcasts@proudmouth.com.
Podseeker estimates The Truth About Wealth reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
The Truth About Wealth typically books industry leaders. Typical guest background: Senior leadership or deep subject-matter expertise in wealth management, family offices, investment management, private markets, real estate, private credit, or digital assets, usually supported by significant industry experience and recognized professional credentials or investment results. Common among recent guests: Leadership of established wealth-management, investment, family-office, or financial-services firms; Oversight of substantial investment portfolios, acquisitions, or capital-allocation programs; More than 20 years of relevant professional experience. Recent guests include Jake Claver, Tom Deutsch, and Jeff Coury II.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Wealth Management, Family Offices, Portfolio Management, Alternative Investments, and Financial Planning. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
podcasts@proudmouth.com
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