Retirement Threats — Part 5 — With Rob Pruett

February 22, 2021Finance, Financial Planning, Investing, RetirementAsset Diversification, Economic Change, Interest Rates, Ivan Watanabe, Miniseries, Opus Private Client, Retirement, Tax Legislation, WealthStyle Podcastwealthstylepodcast

How can you plan for the retirement you desire when there are many uncertainties that could impact it, like new economic and legislative changes?

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, you will learn:

The importance of understanding past and current interest rates
How different tax laws relate to retirement planning
Ways annuities can benefit retirees and pre-retirees
The importance of asset diversification
And more!

Listen today for tips and tricks that can help you secure your retirement despite ever-changing economic rules and regulations!

Retirement Threats Mini-Series: Part 1 | Part 2 | Part 3 | Part 4

Resources: Opus Private Client, LLC | Iván Watanabe | Rob Pruett

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Retirement Threats — Part 4 — With Russell Carpentieri

February 15, 2021Finance, Financial Planning, Investing, RetirementConsistency Involvement, Discipline, Investing, Ivan Watanabe, lifestyle, Miniseries, Opus Private Client, Retirement, Saving, WealthStyle Podcastwealthstylepodcast

Our lifestyle plays a major role in defining our standard of living. It also impacts how we envision our retirements.

That’s why, along with the financial, it’s important to consider lifestyle planning as part of your retirement planning process.

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.

In this episode, you will learn:

The importance of consistency and discipline when preparing and saving for retirement
The advantages and disadvantages of lifestyle planning for retirement
Russell’s advice for retirees and pre-retirees
About Russell’s own retirement planning journey
And more!

Tune in today and find out how proactive planning can help you protect your lifestyle throughout your retirement!

Retirement Threats Mini-Series: Part 1 | Part 2 | Part 3

Resources: Opus Private Client, LLC | Iván Watanabe | Russ Carpentieri

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Retirement Threats — Part 3 — With George Papanicolaou

February 8, 2021Finance, Financial Planning, Investing, RetirementCybersecurity, Financial Cost, Ivan Watanabe, Miniseries, Opus Private Client, Retirement, Scams, Senior Population, Technology, WealthStyle Podcastwealthstylepodcast

Technology is constantly evolving. While technological improvements enhance our lives in many ways, its progress could also present threats to your retirement.

How?

Discover the answer in this episode, as 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 this episode, you will learn:

Why you should be planning for technology-related costs
How the senior population is adapting to technological developments
The importance of cybersecurity education for older generations
How retirees and pre-retirees can use technology wisely and securely
And more!

Tune in and discover how you can strengthen your technological literacy for your retirement!

Retirement Threats Mini-Series: Part 1 | Part 2

Resources: Opus Private Client, LLC | Iván Watanabe | George Papanicolaou

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Retirement Threats — Part 2 — With Adam Rolewicz

February 1, 2021Finance, Financial Planning, Investing, RetirementIvan Watanabe, Market Risk, Miniseries, Opus Private Client, Planning, Retirement, Sequence of Returns Risk, WealthStyle Podcastwealthstylepodcast

While most people know that the market can impact the value of their portfolio, not everybody realizes that other elements, like the sequence in which you withdraw from your investments, can also impact your portfolio’s value.

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.

In this episode, you will learn:

About the sequence of returns risk
How the market impacts the sequence of your returns
Why you should consider cultivating assets outside of the market
The importance of being open-minded when planning for retirement
And more!

Tune in to learn different planning techniques that can help you avoid timing the market — and your retirement!

Retirement Threats Mini-Series: Part 1 |

Resources:

Opus Private Client, LLC | Iván Watanabe | Adam Rolewicz

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Retirement Threats — Part 1 — With Lou Mohn

January 27, 2021Finance, Financial Planning, Investing, RetirementAnnuities, Ivan Watanabe, Miniseries, Opus Private Client, Planning, Retirement, Savings, WealthStyle Podcastwealthstylepodcast

What concerns you most when it comes to your retirement?

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, you will learn:

What retirement means to Lou
Lou’s recommendations for achieving longevity and minimizing health risks
The importance of planning for certainty
The role of annuities in financial planning
And more!

Tune in and find out how proactive planning can help you enter retirement with confidence and clarity!

Resources: Opus Private Client, LLC | Iván Watanabe | Lou Mohn

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Instilling Work Ethic & Charity Within a Financially Advantaged Family

January 4, 2021Finance, Financial Planning, Investing, RetirementFinancial Planning, Ivan Watanabe, lifestyle, Lou Mohn, Opus Foundation, Opus Private Client, purpose, Russell Carpentieri, wealth, Wealth Style Podcastwealthstylepodcast

While we work hard to provide financial security for our children, it’s still important that we set them up for success by guiding them towards the right financial mindsets and behaviors.

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.

In this episode, you will learn:

Early financial lessons Lou Mohn taught his children
Why you should let your child make mistakes
The importance of your child’s happiness
How to teach your kids about charitable giving
And more!

Discover concepts both parents and children should know in this episode of Wealth Style Podcast!

Resources: Opus Private Client, LLC

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

December 21, 2020Finance, Financial Planning, Investing, RetirementFinancial Planning, Ivan Watanabe, lifestyle, Opus Foundation, Opus Private Client, purpose, Russell Carpentieri, wealth, Wealth Style Podcastwealthstylepodcast

Are you ready to drive your golf game to the next level?

If so, tee up this episode of the WealthStyle Podcast and get ready to learn from Tom Patri himself!

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.

In this episode, you will learn:

Why you need quality golf equipment
Tom’s virtual golf teaching approach
The importance of maintaining a proper golf practice regime
How golf has helped foster family relationships
And more!

Tune in now to learn how you can upgrade your golf game today!

Resources: Opus Private Client, LLC | Tom Patri Golf Services

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

December 7, 2020Finance, Financial Planning, Investing, RetirementFinancial Planning, Ivan Watanabe, lifestyle, Opus Foundation, Opus Private Client, purpose, Russell Carpentieri, wealth, Wealth Style Podcastwealthstylepodcast

Are you a wine lover? Or, do you not know much about wine, but want to discover more about it?

If so, then this episode is for you!

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.

In this episode, you will learn:

About the rise of virtual wine tastings
The difference between old world wine and new world wine
Wine etiquettes
How to start your own wine collection
And more!

Are you ready to perfect your wine knowledge? Grab a glass and tune in now!

Resources: Opus Private Client, LLC | The Lush Life | Lush Life Instagram

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How to Protect Your Income with Disability Insurance

November 23, 2020Finance, Financial Planning, Investing, RetirementFinancial Planning, Ivan Watanabe, lifestyle, Opus Foundation, Opus Private Client, purpose, Russell Carpentieri, wealth, Wealth Style Podcastwealthstylepodcast

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, you will learn:

Why you need to understand the definition of “disability”
The different types of disability insurance
What to think about when looking for disability insurance
About the process of getting disability insurance
And more!

Tune in now to learn more about disability insurance and why you should get it sooner rather than later!

Resources: Opus Private Client, LLC

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

November 10, 2020Finance, Financial Planning, Investing, RetirementAgreement, Coverage, Health Professionals, Ivan Watanabe, Law, Opus Private Client, Practice, WealthStyle Podcastwealthstylepodcast

As a new physician, how can you ensure that you’re protected as an employee?

This is something Stephanie Rodin and the Rodin Legal team help physicians with each and every day.

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.

In this episode, you will learn:

How Stephanie helps healthcare professionals with their employment agreements
What healthcare workers should look for in their contracts
About restrictive covenants and how they can impact your future employment
How tail coverage works to protect you
And more!

Tune in to this information-packed episode today and discover key ways you can protect yourself as a physician and as an employee!

Resources: Opus Private Client, LLC | Stephanie Rodin | Rodin Legal

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