Broker Check

WealthStyle
Podcast

Most Recent

Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions

Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions

Curious about Bitcoin but overwhelmed by the noise? Get ready to unravel the complexities of the world’s most talked-about cryptocurrency.

Learn more
Working with a Financial Advisor

Working with a Financial Advisor

This conversation reflects on today’s real estate market dynamics, and the implications of interest rate changes, and expands into the broader scope of financial planning and investment strategies. 

Learn more
A Conversation Between Dads

A Conversation Between Dads

In this heartfelt conversation, Iván Watanabe and Evan Wohl open up about the joys and challenges of fatherhood as Iván stands on the cusp of welcoming his second child.

Learn more
Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.

Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.

Join us as we sit down with Stephanie to dive deep into the legal aspects of healthcare practice management, covering employment agreements, patient and employee issues, buying and selling practices, and supplying advice to fellow healthcare practitioners. 

Learn more

Most Popular

What to Consider When Reviewing Your Attending Physician Contract — With Stephanie J. Rodin, Esq.

What to Consider When Reviewing Your Attending Physician Contract — With Stephanie J. Rodin, Esq.

In this episode, Stephanie joins Iván Watanabe to break down the special considerations healthcare practitioners should keep in mind with their contracts. Stephanie reveals essential things to look out for when it comes to key areas like compensation, benefits, and malpractice coverage.

Learn more
When Is the Right Time to Buy a House?

When Is the Right Time to Buy a House?

In this episode, Iván Watanabe and Evan Wohl explore the different reasons why their clients want to buy houses, how the costs associated with owning a home factor into financial and retirement planning, and how much the housing market has changed post-pandemic.

Learn more
Designing Your Next Phase of Life: Retirement — With Kaplan Mobray

Designing Your Next Phase of Life: Retirement — With Kaplan Mobray

In this episode, join Kaplan and Iván Watanabe as they discuss how Kaplan transforms lives with innovative and insightful strategies for finding purpose in retirement so that you can maximize your next phase of life.

Learn more
What to Know About Moving Across State Lines With Mark Klein

What to Know About Moving Across State Lines With Mark Klein

In this episode, the chairman and partner of Hodgson Russ LLP, Mark Klein, joins Iván Watanabe and Russ Carpentieri to discuss the true cost of moving states. Mark explains taxes and auditors when moving, and answers frequently asked moving questions while dispelling myths on how to avoid taxation.

Learn more

Previous Episodes

Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions

Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions

Curious about Bitcoin but overwhelmed by the noise? Get ready to unravel the complexities of the world’s most talked-about cryptocurrency.

Learn more
Working with a Financial Advisor

Working with a Financial Advisor

This conversation reflects on today’s real estate market dynamics, and the implications of interest rate changes, and expands into the broader scope of financial planning and investment strategies.

Learn more
A Conversation Between Dads

A Conversation Between Dads

In this heartfelt conversation, Iván Watanabe and Evan Wohl open up about the joys and challenges of fatherhood as Iván stands on the cusp of welcoming his second child.

Learn more
Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.

Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.

Join us as we sit down with Stephanie to dive deep into the legal aspects of healthcare practice management, covering employment agreements, patient and employee issues, buying and selling practices, and supplying advice to fellow healthcare practitioners.

Learn more
Legacy Planning & Purposeful Living

Legacy Planning & Purposeful Living

In this installment of WealthStyle, we discuss the concept of legacy planning, which extends beyond financial contributions & weighs heavily on how individuals choose to have an impact on families, communities, & society through intentional actions and forward-thinking strategies.

Learn more
Transforming Spaces with Marialisa of Cyrus Contracting

Transforming Spaces with Marialisa of Cyrus Contracting

Are you considering a home renovation but feel overwhelmed by the prospect of working with contractors? 

 

You’re not alone.

Learn more
The Psychology of Love & Money with Dr. Carmela Bennett

The Psychology of Love & Money with Dr. Carmela Bennett

Talking about money can be challenging for couples. It’s not just about the numbers; it’s about the emotions, values, and power dynamics that come into play.

Learn more
Strategies for Real Estate Success with Scott Shuman

Strategies for Real Estate Success with Scott Shuman

Are you looking to sell your home and need insight into the current market? Want to know what potential buyers are looking for and what you can do to attract them? 


If you’re ready to list your house, make listening to this episode your first to-do!

Learn more
Journey to 10K Downloads: Reflecting on Our Podcast's Growth

Journey to 10K Downloads: Reflecting on Our Podcast's Growth

As 2023 came to a close, WealthStyle unlocked a major milestone:

10,000 downloads! 

Learn more
Joy To The World: Gratitude & Laughter

Joy To The World: Gratitude & Laughter

Just days before Christmas, Evan Wohl and Iván Watanabe embraced the spirit of the holidays by reminiscing about their childhoods, traditions they’ve carried forth with their families, and the best and worst gifts they’ve either given or received.

Learn more
Strategies for Managing Single Stock Positions with Andrew McCall

Strategies for Managing Single Stock Positions with Andrew McCall

Have you considered including covered calls and collars in your investment strategy? What options should you consider when looking at contracts for buying and selling investments?

Learn more
Leasing or Buying a Car with Alfonso Ruggiero

Leasing or Buying a Car with Alfonso Ruggiero

Are you looking at buying or leasing a car in the near future? Understanding the questions to consider could make the road a bit smoother for your purchase.

Learn more
Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

In this episode of WealthStyle, Iván Watanabe and Evan Wohl are joined by Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators for part two of this Life Insurance mini-series. 

Learn more
Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

In this episode, Iván Watanabe and Evan Wohl speak with Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators. Together they discuss whole life insurance by exploring the importance of understanding the insurance company and its investment strategies when choosing a whole-life policy.

Learn more
The Timeless Artistry and History of Watches with Rob Weintraub

The Timeless Artistry and History of Watches with Rob Weintraub

Join Iván and his co-host Evan Wohl as they interview Robert Weintraub, Manager of Manfredi Jewels about the history and rapidly growing interest in watches, and whether it’s worth purchasing a watch as an investment.

Learn more
Current Market Dynamics

Current Market Dynamics

Join Evan Wohl and Rob Pruett from OPUS Private Client, LLC, for a candid discussion surrounding the current market dynamics and how advisors can help clients create flexible plans based on timeless investment principles.

Learn more
Your Child, Your Choices: Detailing Child Care Options with Emily Bishop

Your Child, Your Choices: Detailing Child Care Options with Emily Bishop

In today’s episode of WealthStyle, we dive headfirst into the intricate world of modern childcare to help ease feelings of guilt, frustration, and sheer exhaustion. Join Iván and Evan as they have a candid conversation with their friend and client, Emily Bishop about childcare options such as daycare, nannies, and au pairs.

Learn more
Planning For Retirement: Social Security and Medicare with Elaine Floyd

Planning For Retirement: Social Security and Medicare with Elaine Floyd

In this episode of WealthStyle, Iván Watanabe and Evan Wohl interview Elaine Floyd, Director of Retirement Life Planning at HorsesMouth about the intricacies of our nation’s support systems; Social Security and Medicare.

Learn more
How to Protect Your Identity in a Digital World with Mark Cole

How to Protect Your Identity in a Digital World with Mark Cole

In this episode, Iván Watanabe and Evan Wohl are joined by Mark Cole, a digital forensic investigator, in discussing the what, where, when, and how of hackers trying to access personal information digitally. Mark shares how he protects his online accounts and fears about AI technology overcoming current online protection strategies.

Learn more
How Effective Conversations Build Great Business Leaders with Chalmers Brothers

How Effective Conversations Build Great Business Leaders with Chalmers Brothers

In this episode, Iván Watanabe and Evan Wohl speak with Chalmers Brothers, best-selling author, and certified personal/executive coach, on the role of conversation within business and leadership development. Chalmers shares his experience helping business owners take their everyday tasks to the next level through effective communication and tips to look at their own leadership in a new light.

Learn more
How to Make Tomorrow Better Today with Hal Hershfield

How to Make Tomorrow Better Today with Hal Hershfield

In this episode of WealthStyle, Evan Wohl speaks with Hal Hershfield, professor of psychology, marketing, and behavioral decision-making at UCLA’s Anderson School of Management on why it is so hard for most people to envision their future selves.

Learn more
Tax Strategies for Financial and Retirement Planning

Tax Strategies for Financial and Retirement Planning

In this episode, Iván Watanabe and Evan Wohl focus on asset allocation and what needs to be considered when creating retirement income assets. They discuss the impact of taxes on retirement planning and how different accounts provide opportunities to save and withdraw retirement funds while avoiding high tax rates.

Learn more
How to Stay on Top of Your Fitness Goals with Gideon Akande

How to Stay on Top of Your Fitness Goals with Gideon Akande

In this episode, Iván Watanabe and Evan Wohl interview Gideon Akande, an elite fitness coach and consultant, about creating personal health and wellness consistency. He shares tips to transform exercise and healthy eating from a chore to something enjoyable and ways to trick yourself into being healthy without thinking about it.

Learn more
An Eye on Investments with Russ Carpentieri

An Eye on Investments with Russ Carpentieri

In this episode, Iván Watanabe and Evan Wohl sit down with Russ Carpentieri, Managing Director at OPUS Private Client, LLC to explore their personal insights, practical tips and real-life examples of how you can make profitable investment decisions.

Learn more
Guaranteed Income for a Happy Retirement with Tom Hegna

Guaranteed Income for a Happy Retirement with Tom Hegna

In this episode, Iván Watanabe and Evan Wohl sit down with Tom Hegna, a retirement expert, best-selling author, public TV host, and international speaker!

Learn more
Teaching Gratitude and Generosity in an Affluent Home

Teaching Gratitude and Generosity in an Affluent Home

In this episode, Iván Watanabe and Evan Wohl learn a few parenting tactics that helped their fellow colleague Russ Carpentieri raise well-rounded, independent children.

Learn more
When Is the Right Time to Buy a House?

When Is the Right Time to Buy a House?

Iván Watanabe and Evan Wohl explore the different reasons why their clients want to buy houses, how the costs associated with owning a home factor into financial and retirement planning, and how much the housing market has changed post-pandemic.

Learn more
What to Consider When Planning Your International Flight with Rob Karp and Henry Kamp

What to Consider When Planning Your International Flight with Rob Karp and Henry Kamp

In this episode, Iván Watanabe and Evan Wohl are joined by Rob Karp, founder and CEO, and Henry Kamp, head of Air Sales and Operations at MilesAhead, in sharing their knowledge of the travel industry and how to gain the most from your flight experience.

Learn more
Exploring Equity Grants and Their Taxation with Alejandro Azuaje

Exploring Equity Grants and Their Taxation with Alejandro Azuaje

In this episode, Iván Watanabe and Evan Wohl talk with Alejandro Azuaje, an investment specialist with OPUS Private Client, LLC about three main types of equity grants and how they are taxed from an employee perspective.

Learn more
How the Secure Act Has Changed Retirement Planning with Joshua Caron

How the Secure Act Has Changed Retirement Planning with Joshua Caron

In this episode, Evan Wohl speaks with Joshua Caron, Vice President of Federal Affairs at Finseca, on the Secure Act, how it changed retirement planning, and the individual aspects of the Secure Act 1.0 and 2.0.

Learn more
The Future of AI Automation with George Papanicolaou and Chris Ward

The Future of AI Automation with George Papanicolaou and Chris Ward

In this episode, George Papanicolaou is joined by Chris Ward, CRO at The Publishing Desk, on AI technology in the workplace, specifically tools like ChatGPT.

Learn more
How To Get A Sales Job with John P. Davis<br/>

How To Get A Sales Job with John P. Davis

In this episode, Iván Watanabe and Evan Wohl talk with John P. Davis, best selling author and Sales Director at Onestream Software, about how you can land a job in sales that will allow you to “control your own destiny”.

Learn more
Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff

Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff

In this episode, Iván Watanabe and Evan Wohl speak with Jon Minkoff, co-founder, CFO, COO, CIO of ASH NYC, on real estate investment for individual investors, what to consider when entering the current economic market, and how investors view property from a buyer, seller or investment perspective.

Learn more
Decreasing Investment Loss During Retirement with Dr. Wade Pfau

Decreasing Investment Loss During Retirement with Dr. Wade Pfau

In this episode, Iván Watanabe and Evan Wohl are joined by Dr. Wade Pfau, Ph.D, CFA, RICP, founder of Retirement Researcher, and professor at The American College of Financial Services, to discuss some of the research behind retirement planning, and how to increase security around your retirement funds.

Learn more
Compound Interest is a Snowball with Evan Wohl

Compound Interest is a Snowball with Evan Wohl

In this episode, Iván Watanabe welcomes colleague Evan Wohl to dive deeper into compound interest, and how you can get it working for you.

Learn more
The NIL Rule In Student Athlete Profitability with Chris Ward

The NIL Rule In Student Athlete Profitability with Chris Ward

In this episode, George Papanicolaou speaks with Chris Ward, CRO of The Publisher Desk, on the NIL rule and the regulations surrounding it.

Learn more
The Fundamental Pieces to Managing Cash Flow with Evan Wohl

The Fundamental Pieces to Managing Cash Flow with Evan Wohl

In this episode, Iván Watanabe sits down with experienced financial planner Evan Wohl to discuss cash flow and some real-world applications you can use to keep balanced.

Learn more
Student Loan Repayment Updates with Joe McGrath

Student Loan Repayment Updates with Joe McGrath

In this episode, Iván Watanabe is joined by Joe McGrath, Senior Business Development Associate at Gradfin.

Learn more
Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF).

Learn more
Navigating A Disability with Dani Izzie

Navigating A Disability with Dani Izzie

In this episode, Iván Watanabe is joined by Dani Izzie, a social media manager at Spinergy Inc, disabilities advocate, and a proud mother of twins. Dani shares her insight as a person with quadriplegia and highlights the costs of basic living with specialized equipment, how society’s perception of disability impacts social interactions, and more.

Learn more
Expanding Your Influence Through Usable Social Media Content with Mike Manzi

Expanding Your Influence Through Usable Social Media Content with Mike Manzi

This week, Iván Watanabe is joined by Mike Manzi, sales coach and founder of MM Sales Consulting. Mike unveils the role of social media as a tool for businesses and outlines the differences between social media platforms, ways to multitask content across multiple platforms, and tips to increase sales actively and passively.

Learn more
Financial Planning for Immigrant Families with Dr. Daniel Crosby

Financial Planning for Immigrant Families with Dr. Daniel Crosby

In this episode, Dr. Daniel Crosby interviews Iván on financial planning and finances for immigrant families. Iván shares his personal experiences and the insights he’s gained from two different cultures. Plus, he reveals the impact both have had on his personal decisions.

Learn more
What You Should Know About Assets After Death with Rob Pruett

What You Should Know About Assets After Death with Rob Pruett

In this episode, Iván Watanabe and Rob Pruett dive into one of the most important topics in financial planning: What happens to assets after death. Together, they share examples of dividing assets between spouses, the legalities of estate planning, and creating a legacy you can witness.

Learn more
A Conversation Around Global Oil and Gas with Nikolaos Kontos

A Conversation Around Global Oil and Gas with Nikolaos Kontos

In this episode, Iván Watanabe & George Papanicolaou join Nikolaos Kontos, head of operations at Concord Maritime. Sharing his maritime experience and knowledge of the global oil trade industry, Nikolaos reveals how countries buying and selling oil have been impacted by rising gas prices.

Learn more
The New 1980s Inflation with Rob Pruett

The New 1980s Inflation with Rob Pruett

In this episode, Iván Watanabe and Rob Pruett explore the rising interest rates and inflation faced by consumers and businesses. They dive into the state of the economy while revealing ways clients can make the most out of the market volatility.

Learn more
Planning for Parenthood with George Papanicolaou

Planning for Parenthood with George Papanicolaou

In this episode, Iván Watanabe and George Papanicolaou recount their personal experiences with fatherhood, diving into the difference between expectation and reality. They reveal personal changes in routine and expenses while also sharing the realizations brought by parenthood.

Learn more
Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff

Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff

In this episode, Iván Watanabe and Evan Wohl speak with Jon Minkoff, co-founder, CFO, COO, CIO of ASH NYC, on real estate investment for individual investors, what to consider when entering the current economic market, and how investors view property from a buyer, seller or investment perspective.

Learn more
Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick

Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick

In this episode, Iván Watanabe is joined by Jeremy Suarez, managing partner at TOMORO and Michael Canarick, partner at Canarick & Canarick. Together, they dive into estate taxes for business owners and the cost of the potential new tax law.

Learn more
The World of Health Care Benefit Plans With Stefan Carpentieri

The World of Health Care Benefit Plans With Stefan Carpentieri

In this episode, Iván Watanabe sits down with OPUS PC’s benefits consultant, Stefan Carpentieri. Stefan explains everything you need to know about health insurance and employee benefits to help you select the optimal coverage.

Learn more
The Benefits of Equity Awards With Alejandro Azuaje

The Benefits of Equity Awards With Alejandro Azuaje

In this episode, Iván Watanabe welcomes Alejandro Azuaje, an investment specialist with OPUS Private Client. Alejandro dives into the world of equity awards, explaining what they are, how they work, and how you can make the most out of your equity awards.

Learn more
What to Know About Moving Across State Lines With Mark Klein

What to Know About Moving Across State Lines With Mark Klein

In this episode, the chairman and partner of Hodgson Russ LLP, Mark Klein, joins Iván Watanabe and Russ Carpentieri to discuss the true cost of moving states. Mark explains taxes and auditors when moving, and answers frequently asked moving questions while dispelling myths on how to avoid taxation.

Learn more
Supercharge Your Career With Julie Harnik

Supercharge Your Career With Julie Harnik

In this episode, Julie Harnik, a leadership coach focused on helping individuals and teams maximize their potential, joins Iván Watanabe. Julie discusses how the pandemic has shifted our perspective of what the work environment should look like and reveals the career questions you should be asking yourself, no matter how long you have been walking your career path.

Learn more
A Conversation Around Estate Planning &#38; Taxes with Michael Canarick

A Conversation Around Estate Planning & Taxes with Michael Canarick

In this episode, Canarick & Canarick’s founder and estate planning attorney, Michael Canarick, sits down with Iván Watanabe to discuss the value of having an estate plan. He explains the current estate planning and tax environment and other considerations to help you plan your estate strategically and specifically.

Learn more
Bringing People &#38; Communities into Commercial Real Estate with Zameer Upadhya &#38; Chris Chambers

Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers

In this episode, Platinum Premier’s Zameer Upadhya and Chris Chambers join Iván Watanabe to share how the company is working to help people across the United States (and the world) invest in commercial real estate.

Learn more
Must-Know Business Exit Planning Considerations With Jeremy Suarez

Must-Know Business Exit Planning Considerations With Jeremy Suarez

Find out in this episode, as the firm’s managing partner and director of financial planning, Jeremy Suarez, introduces Tomoro’s role in helping small, privately-owned businesses successfully plan their business exit.

Learn more
Resuming Air Travel in the Era of COVID-19 With MilesAhead &#8211; With Rob Karp

Resuming Air Travel in the Era of COVID-19 With MilesAhead – With Rob Karp

In this episode, MilesAhead’s CEO and founder, Rob Karp, sits down with Iván Watanabe to explain his travel agency’s approach to travel resumption and to highlight must-know considerations for when you book your next trip.

Learn more
Bajraktari Realty&#8217;s Diverse Real Estate Approach &#8212; With George Papanicolaou, Florim, and Gani Bajraktari

Bajraktari Realty’s Diverse Real Estate Approach — With George Papanicolaou, Florim, and Gani Bajraktari

Today, Bajraktari Realty’s Florim and Gani Bajraktari join Iván Watanabe and George Papanicolaou to discuss their roles at the firm. Plus, they offer their latest updates on New York’s residential and commercial real estate market that you don’t want to miss!

Learn more
Navigating the World of Mortgages &#8212; With Pat Tobin

Navigating the World of Mortgages — With Pat Tobin

Today, Iván Watanabe sits down with the firm’s loan originator, Pat Tobin. Pat breaks down Cardinal Financial’s transparent and simple approach when providing clients with the home loans they need and provides tips for securing your next mortgage.

Learn more
What You Need to Know About Medicare &#8212; With Jim Ryan

What You Need to Know About Medicare — With Jim Ryan

Join Iván Watanabe in this informative episode as he sits down with Opus PC’s resident Medicare expert, Jim Ryan. They break down everything you need to know to understand the many parts of Medicare, including its different parts, its enrollment periods, and common Medicare mistakes.

Learn more
Designing Your Next Phase of Life: Retirement &#8212; With Kaplan Mobray

Designing Your Next Phase of Life: Retirement — With Kaplan Mobray

In this episode, join Kaplan and Iván Watanabe as they discuss how Kaplan transforms lives with innovative and insightful strategies for finding purpose in retirement so that you can maximize your next phase of life.

Learn more
Navigating the Student Loan Marketplace &#8212; With Joe McGrath

Navigating the Student Loan Marketplace — With Joe McGrath

Iván Watanabe sits down with GradFin’s senior business development associate Joe McGrath for today’s episode. Joe explains GradFin’s role around applying, refinancing, and forgiving student loans and shares some must-know insight about this type of loan.

Learn more
Retirement Threats &#8212; Part 5 &#8212; With Rob Pruett

Retirement Threats — Part 5 — With Rob Pruett

Find out in this episode, as Iván Watanabe joins Rob Pruett to explore a fifth and final retirement threat, legislative and economic changes.

Rob discusses how proactive planning can help address the risk economic and legislative changes can bring to your retirement so that you can enjoy this life phase regardless of where the market, taxes, interest rates stand.

Learn more
Retirement Threats &#8212; Part 4 &#8212; With Russell Carpentieri

Retirement Threats — Part 4 — With Russell Carpentieri

In this episode, Iván Watanabe chats with Russell Carpentieri about the lifestyle component of retirement planning. Russell gives valuable advice around lifestyle planning for retirement and highlights the importance of advanced planning and having a disciplined savings strategy.

Learn more
Retirement Threats &#8212; Part 3 &#8212; With George Papanicolaou

Retirement Threats — Part 3 — With George Papanicolaou

Iván Watanabe sits down with George Papanicolaou to explore technology as a retirement threat. George reveals must-know cybersecurity and technology tips and tricks for retirees and pre-retirees and shares ways you can protect your retirement from this type of risk.

Learn more
Retirement Threats &#8212; Part 2 &#8212; With Adam Rolewicz

Retirement Threats — Part 2 — With Adam Rolewicz

In part 2 of our retirement threats mini-series, Iván Watanabe chats with Adam Rolewicz about the sequence of returns risk and how it can affect your retirement. Adam defines this type of risk and its effects and shares ways you can plan ahead for this type of risk.

Learn more
Retirement Threats &#8212; Part 1 &#8212; With Lou Mohn

Retirement Threats — Part 1 — With Lou Mohn

Today, we launch a new five-part mini-series on retirement threats and how Opus Private Client helps clients avoid them through our WealthStyle planning process.

In part one, join Iván Watanabe and Lou Mohn as they explore health, lifestyle, and financial planning as areas of concern for pre-retirees — and how forward-thinking planning can help you address these concerns.

Learn more
Instilling Work Ethic &#38; Charity Within a Financially Advantaged Family

Instilling Work Ethic & Charity Within a Financially Advantaged Family

In this episode, Iván Watanabe and Lou Mohn explore ways we can teach our kids crucial financial lessons — even when they’re raised in a financially secure environment. Lou shares his personal insight and tips for parenting around finances and reveals the financial lessons he’s taught his sons along the way.

Learn more
How to Take Your Golf Game to the Next Level &#8212; With Tom Patri

How to Take Your Golf Game to the Next Level — With Tom Patri

As one of the top 100 golf teachers in America, Tom joins Russ Carpentieri to share actionable tips that amateur golfers can use to improve their game and reveals the ways golf has impacted our psychology and technology.

Learn more
From Collecting Wine to Virtual Tastings: Wine 101 &#8212; With Sarah Tracey

From Collecting Wine to Virtual Tastings: Wine 101 — With Sarah Tracey

Today, Iván Watanabe joins wine expert and certified sommelier, Sarah Tracey. To help you learn everything you need to know about wine, Sarah shares everything from her wine secrets to her tips and tricks for learning about your favourite type of wine.

Learn more
How to Protect Your Income with Disability Insurance

How to Protect Your Income with Disability Insurance

Over the past several months, COVID-19 has left more people than ever questioning how they can protect their income.

To help you better understand your options, Iván Watanabe explores the value of disability insurance in today’s episode. In this information-packed episode, Iván dives into the value of this type of insurance and what you need to know about the ways it can protect you.

Learn more
What to Consider When Reviewing Your Attending Physician Contract &#8212; With Stephanie J. Rodin, Esq.

What to Consider When Reviewing Your Attending Physician Contract — With Stephanie J. Rodin, Esq.

In this episode, Stephanie joins Iván Watanabe to break down the special considerations healthcare practitioners should keep in mind with their contracts. Stephanie reveals essential things to look out for when it comes to key areas like compensation, benefits, and malpractice coverage.

Learn more
What it&#8217;s Like Working With Opus Private Client

What it’s Like Working With Opus Private Client

Today, Lou joins Iván Watanabe to share his experience of working with Opus PC as a client, and why it inspired him to pursue a career as an advisor so he, too, could provide clients with the wealth, lifestyle, and purpose they seek.

Learn more
From the Election to COVID-19: Investing in Today&#8217;s Environment

From the Election to COVID-19: Investing in Today’s Environment

To explore our current environment and the investment planning that should go along with it, Iván Watanabe joins Robert Pruett in today’s episode. Robert shares what has been happening as a result of the global pandemic, both in the market and for clients. He also reveals how some of OPUS’ planning ideals have helped clients weather the short-term craziness of the year, all the while staying on track with their long-term plans.

Learn more
COVID-19: What&#8217;s Happening on the Hill? &#8212; With Joshua Caron

COVID-19: What’s Happening on the Hill? — With Joshua Caron

To explore this question, Iván Watanabe joins Joshua Caron for today’s episode. As the vice president of legislative affairs at AALU & GAMA, Joshua shares his insight into the government’s reaction to the economic crisis created by COVID-19, the possible repercussions of the government’s financial aid, and how the government might recuperate post-COVID.

Learn more
Wills &#38; Trusts: Managing Assets After Death &#8212; With Anthony J. Enea

Wills & Trusts: Managing Assets After Death — With Anthony J. Enea

In this episode, OPUS Private Client senior founder Michael Perry joins Anthony Enea, an elder law attorney with years of experience with elder law, wills, trusts and estates, asset protection, and special needs planning. Today, Anthony shares his expertise on the importance of creating a will and the impact it can have on your assets, while also answering common questions about estate planning.

Learn more
How Will Socially-Distant Schooling Work?

How Will Socially-Distant Schooling Work?

In this episode, Ivan Watanabe is joined by OPUS partner George Papanicolaou and educational consultant Elaine Avinoam. Elaine shares her insight into the changes to schooling due to COVID-19 and the impact it could have on children, both in curriculum and in childrens’ socialization.

Learn more
How to Start Using the Most Overlooked Corporate Benefits

How to Start Using the Most Overlooked Corporate Benefits

In this episode, Russ Carpentieri and Iván Watanabe encourage you to stop leaving company benefits on the table and start using them. Find out which benefits people overlook the most, why people don’t enroll for good benefits, and, most importantly, how to start using benefits to your advantage.

Learn more
Financial Planning Considerations for Young Families

Financial Planning Considerations for Young Families

Today, Iván Watanabe joins OPUS Private Client’s George Papanicolaou to discuss financial planning considerations for young families. Together, they reveal key questions you should ask when planning for your first child and share planning ideas for after you welcome your first child.

Learn more
Our New Normal: How the Retirement Landscape has Changed &#8212; With Rob Pruett

Our New Normal: How the Retirement Landscape has Changed — With Rob Pruett

A lot has changed over the years, including our lifespans, goals, and view of what makes the perfect retirement. How is financial planning adapting to this changing landscape?

To examine some of these changes, Iván Watanabe joins wealth advisor Rob Pruett for today’s episode. Together, they discuss the effect COVID-19 has had on retirees and where the future of retirement planning could be heading with younger generations.

Learn more
What the Top Opus Clients Have in Common

What the Top Opus Clients Have in Common

Over the years, Russ Carpentieri and Iván Watanabe have noticed that clients who have the greatest level of financial success and personal satisfaction share very common behaviors and qualities.

Today, Russ and Iván delve into these common characteristics, how they ultimately impact the planning process, and how clients move forward with their wealth, lifestyle, and purpose.

Learn more
Meet Your Hosts, Russell Carpentieri and Iv&#225;n Watanabe

Meet Your Hosts, Russell Carpentieri and Iván Watanabe

In this debut episode, get to know your hosts, Russell Carpentieri and Iván Watanabe, and the work they do to help clients at Opus Private Client move their wealth, purpose, and lifestyle forward with clarity and confidence.

Learn more

Have a Question?

Thank you!
Oops!