The Truth About Wealth

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 generatio

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

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 alter

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 volatility. You’ll learn why they’re staying market-neutral for now, what sectors look resilient, and how demographic trends and global pol

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 how CNR collaborates with financial advisors to design tax-sensitive, goal-aligned portfolios that flex with each client’s life and legacy. Th

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 shape his firm’s rise to a national powerhouse. Greg explains how Peachtree Group invests across private credit, commercial real estate, and even film financing—always with an eye