With the typical asset division in investment planning being turned on its head, life insurance could be a beneficial alternative option. How does life insurance fit within portfolio planning? 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 …
For some people, a watch is simply a functional piece of technology that tells them the time. Perhaps it informs them of the weather, their daily step count, and could also remind them to take medication. And then there are people like WealthStyle’s host, Iván Watanabe, who considers watches to be a work of art …
Predicting the future is something that many people expect investment and wealth advisors to do, especially when it comes to fluctuations within the market. 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 …
Being a working parent adds another level of complexity to raising a child. Whether you are a solo parent who works full-time or a parenting duo with demanding jobs, juggling your career alongside childcare is tough. In today’s episode of WealthStyle, we dive headfirst into the intricate world of modern childcare to help ease feelings …
In today’s 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. Listen as Elaine shares her expert knowledge by debunking some common misconceptions and detailing the benefits these programs provide using real-life examples and …
With technology accessing every aspect of life, protecting yourself and your family is more important than ever. How can you prevent hackers from stealing your personal information? 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 …
Conversations are at the heart of effective leadership. 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 …
Do you recognize yourself when you imagine who you’ll be in the future? Or does it feel like you’re looking at a stranger? 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 …
When building a retirement plan, you need to look beyond your individual accounts. How will each type of account save you money? How will they protect your retirement income from high tax rates? In this episode, Iván Watanabe and Evan Wohl focus on asset allocation and what needs to be considered when creating retirement income …
Everyone wants to be healthy and exercise, but it’s a chore to find time and energy to complete the list of activities at the gym. How can you maintain consistency when it comes to reaching health goals? In this episode, Iván Watanabe and Evan Wohl interview Gideon Akande, an elite fitness coach and consultant, about …
What goes into a successful investment deal? Money? Time? Information? Find out how you can invest with confidence in this episode of WealthStyle where 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 …
What’s the secret to a happy retirement? If you want to enjoy your retirement to the fullest, you must have a sense of purpose and guaranteed income for the rest of your life. That way, you have something to look forward to every day, without the fear of running out of money! In this episode …
How can you help your child(ren) be responsible, humble, and respectful? What are the necessary skills required to teach life-long behaviors? In today’s episode of WealthStyle, Iván Watanabe and Evan Wohl learn a few parenting tactics that helped their fellow colleague Russ Carpentieri raise well-rounded, independent children. Listen in as Russ shares his experience as …
Buying a home may seem like the right thing to do, but is it? There are many factors to consider before you purchase a home, and the most obvious is, can you afford the mortgage payments? Then on top of that, there are annual property taxes and monthly utilities like gas and electricity. And don’t …
How can you maximize your vacation and travel experience before you even leave the country? 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 …
Company equity grants are a tried and true way for businesses to provide investment opportunities to their employees, and as a way to incentivize and reward their loyalty. Plus, equity grants can be a cost-effective way for companies to compensate employees, and provide a sense of ownership by giving them a stake in the company’s …
The Secure Act was one of the most significant systemic rewrites of retirement planning in recent history. These changes created opportunities for all ages, from young adults just out of college to individuals just starting retirement. In this episode, Evan Wohl speaks with Joshua Caron, Vice President of Federal Affairs at Finseca, on the Secure …
AI technology has started to enter the workplace as a writing tool and information chatbot. How will this technology impact future generations’ business planning and workflow? 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. Listen in as they …
Landing yourself the job of your dreams usually requires a lot more than just having the prettiest resume. 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 …
Real estate investment is a balance between finding the right financial opportunity, and a unique, desirable location. How can you build real estate investments in a rising interest rate environment? 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 …
Retirement income relies solely on the investments and savings created while you still have a paycheck. Leveraging the right tools can decrease the amount loss from market volatility, while keeping you afloat. In this episode, Iván Watanabe and Evan Wohl are joined by Dr. Wade Pfau, Ph.D, CFA, RICP, founder of Retirement Researcher, and professor …
Remember being a kid and the joy you felt making the biggest snowman from just three small snowballs? Watching those little snowballs getting bigger and bigger with each roll… As an adult, the experience changes from creating snowmen to generating compound interest. In this episode, Iván Watanabe welcomes colleague Evan Wohl to dive deeper into …
In September of 2021, the NCAA allowed a ruling that unlocked college athletes from getting compensation for the first time in history. How will this change the relationship between student athletes, sponsoring companies, and their fans? In this episode, George Papanicolaou speaks with Chris Ward, CRO of The Publisher Desk, on the NIL rule and …
Life is always changing and as a result so will your cash flow. 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. Evan will talk more about his process, why it’s important to update and analyze your …
How will Biden’s plans impact student debt? With the suspension of interest rates and repayment on student loans about to be lifted, creating a student debt payment plan is an essential part of financial planning. In this episode, Iván Watanabe is joined by Joe McGrath, Senior Business Development Associate at Gradfin. Together they dive into …
If you want to donate to a charitable organization, it’s important to know your options. In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF). Jen explains how with a donor-advised fund, you can give more to your charity of choice …
Despite many individuals experiencing disability firsthand, the topic is not talked about nearly enough by non-disabled individuals. This leads to misconceptions and uncertainty around how to start these types of conversations. In this episode, Iván Watanabe is joined by Dani Izzie, a social media manager at Spinergy Inc, disabilities advocate, and a proud mother of …
Social media has become a tool for people of all ages and walks of life — from young children to businesses. When it comes to business, effective social media practices can provide increased outreach to potential clients. This week, Iván Watanabe is joined by Mike Manzi, sales coach and founder of MM Sales Consulting. Mike …
Like many Americans, Iván Watanabe is a descendant of immigrants. He was born to a Venezuelan mother and a Japanese father, with an extended family on both sides. With the majority of his maternal family forced to leave Venezuela and his father’s family still living in Japan, Iván’s family grants him a unique insight as …
Even if you’re one of the over 50% of Americans who doesn’t enjoy planning for their death, starting a plan today will allow your beneficiaries to avoid the challenges caused by a lack of information and preparation. In this episode, Iván Watanabe and Rob Pruett dive into one of the most important topics in financial …
After severing oil trade with Russia, President Biden plans to increase U.S. oil production from 11.8 million barrels to 12.8 million. In the short-term, this will provide gas for individuals and farmers. However, the long-term outlook remains uncertain. In this episode, Iván Watanabe & George Papanicolaou join Nikolaos Kontos, head of operations at Concord Maritime. …
After maintaining steady inflation of just under 2% for over a decade, America is now seeing the highest inflation rates since the late 1980s. 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 …
You could read every article and mommy blog and still remain unprepared for the experience of parenthood. Who better to hear from on the topic of financial planning and children than financial advisors who have kids? In this episode, Iván Watanabe and George Papanicolaou recount their personal experiences with fatherhood, diving into the difference between …
Real estate investment is a balance between finding the right financial opportunity, and a unique, desirable location. How can you build real estate investments in a rising interest rate environment? 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 …
Do you have a plan in place if you lose some of your key employees? What if you could no longer afford to maintain your key employees and business due to taxes? Preparing for any of these scenarios is imperative for all business owners. In this episode, Iván Watanabe is joined by Jeremy Suarez, managing …
When reviewing your health care benefit plan options, do you have the right information to make the best choice for you? 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. …
Company benefits come in many shapes and sizes. One major way some employees are being compensated today is through equity awards. This is a benefit that is bigger than it appears and is one business owners and employees should take note of. In this episode, Iván Watanabe welcomes Alejandro Azuaje, an investment specialist with OPUS …
Moving for work or a new venture can be exciting. But new taxes you may be paying less so. 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 …
Over the past eighteen months, our understanding of work as employers and employees has changed dramatically. But that doesn’t mean you can’t build the career you’ve been looking for. 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 …
There’s nothing like the peace of mind that comes with having a strategic and comprehensive plan for your future. This is especially true when it comes to your estate plan. 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 …
When Platinum Premier Global Equity looks to invest, it looks for ways it can help improve its local communities. 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. They …
New Jersey financial consulting firm Tomoro LLC possesses a distinct ability to manage business owners’ financial choices in a way that will help them reach their desired long-term wealth goals. How do they do it? Find out in this episode, as the firm’s managing partner and director of financial planning, Jeremy Suarez, introduces Tomoro’s role …
With summer just around the corner and vaccination rollouts ramping up, some countries are starting to lift their restrictions, and slowly but surely, the travel world is beginning to return. 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 …
Bajraktari Realty Management is a multifaceted company that owns and operates over 70 buildings throughout the Bronx, Manhattan, and Yonkers area. After spending over 25 years servicing the New York real estate market, they have learned a thing or two about residential and commercial real estate. Today, Bajraktari Realty’s Florim and Gani Bajraktari join Iván …
Getting a mortgage for your new home shouldn’t drain the joy out of accomplishing a lifelong goal. That’s why Cardinal Financial Company works to create a better mortgage experience so that your home buying process is simple and easy to navigate. Today, Iván Watanabe sits down with the firm’s loan originator, Pat Tobin. Pat breaks …
It’s never too early to start planning for your Medicare coverage. If you’re ready to start thinking about your coverage, 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 …
Kaplan Mobray is not only a best-selling author, but is also one of the world’s most dynamic and inspirational business speakers. Now, you have the chance to learn some of Kaplan’s expert insight around designing your next phase of life! In this episode, join Kaplan and Iván Watanabe as they discuss how Kaplan transforms lives …
Are you someone who has applied, or is planning to apply, for a student loan? Then this is an episode you won’t want to miss! To bring you greater clarity around student loans, 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, …
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 …
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. …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
As an Opus Private Client planner and partner, Lou Mohn provides clients with personalized comprehensive financial planning by drawing not only on his knowledge and expertise, but also on his first-hand experience in working with Opus PC as a client himself. Today, Lou joins Iván Watanabe to share his experience of working with Opus PC …
With the presidential election just around the corner and the COVID-19 crisis continuing on, 2020 has brought a time of uncertainty for many investors. 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 …
When it comes to the physical and economic impact of COVID-19, many are questioning what our future could look like, especially from a policy standpoint. 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 …
Have you created your will yet? If not, what will happen to your assets when you pass away? 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 …
With the pandemic precautions, returning to school is a concerning issue for many parents. What will their children’s education look like throughout the 2020-2021 school year? 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 …
Are you getting the most out of your company 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 …
As your life changes, so will your financial planning needs. One major transition that can shift your financial picture is starting a family. But what should you consider around your financial planning when it comes to starting your family? Today, Iván Watanabe joins OPUS Private Client’s George Papanicolaou to discuss financial planning considerations for young …
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 …
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 …
Welcome to the inaugural episode of the Wealth Style podcast! 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. In this episode, you’ll learn: What drove Russell …