Podcast artwork thumbnail for The Truth About Wealth

The Truth About Wealth

John Parise, Michael Parise

Booking Overview

This is an interview-led wealth-management show focused on investing, portfolio strategy, family offices, and multigenerational wealth, typically featuring senior executives and specialists from established financial and investment firms. Credible pitches include family-office leaders, chief investment officers, wealth managers, and experts in private markets, private credit, real estate, or digital assets; booking difficulty is medium because guests are experienced industry leaders but the show is narrowly targeted.

Metrics

Episodes: 143

Frequency: Irregular

Rating: 4.6/5.0

Estimated listeners: 100 - 1,000

Gender skew: Neutral

Listener location: USA

Contact Information

Publicly listed emails

podcasts@proudmouth.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

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.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
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.
Required Achievements:  
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, CFA, CAIA, or specialized family-office and digital-asset designations

Recent Guest Discussions

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.

Recent Topics

Wealth Management, Family Offices, Portfolio Management, Alternative Investments, Financial Planning

Episodes

Here's the recent few episodes on
The Truth About Wealth
:

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...

Similar Podcasts

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The Truth About Wealth
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Wealth Strategy Secrets of the Ultra Wealthy Podcast · Medium booking difficulty · 1,000 - 10,000 listeners

Frequently asked questions

Here's some frequently asked questions for
The Truth About Wealth
:

How do I get in touch with The Truth About Wealth?

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.

What is the email for The Truth About Wealth?

The publicly listed email for The Truth About Wealth: podcasts@proudmouth.com.

How many listeners does The Truth About Wealth have?

Podseeker estimates The Truth About Wealth reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Truth About Wealth?

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.

How hard is it to get booked on The Truth About Wealth?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does The Truth About Wealth cover?

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

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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