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.
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.
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.
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.
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.
In this episode, Iván Watanabe welcomes colleague Evan Wohl to dive deeper into compound interest, and how you can get it working for you.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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”.
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.
In this episode, George Papanicolaou speaks with Chris Ward, CRO of The Publisher Desk, on the NIL rule and the regulations surrounding it.
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.
In this episode, Iván Watanabe is joined by Joe McGrath, Senior Business Development Associate at Gradfin.
In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.