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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What it’s Like Working With Opus Private Client

November 2, 2020Finance, Financial Planning, Investing, RetirementFinancial Planning, Ivan Watanabe, lifestyle, Lou Mohn, Opus Foundation, Opus Private Client, purpose, Russell Carpentieri, wealth, Wealth Style Podcastwealthstylepodcast

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 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.

In this episode, you will learn:

How working with Opus PC changed Lou’s life
What the Opus PC planning process looks like
Why time spent planning up front will provide you value later on
How Opus’ planning can help you get through hard times
And more!

Tune in now to learn about Lou’s journey with Opus PC — and what their planning process could bring you, too, as an Opus PC client!

Resources: Opus Private Client, LLC

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

October 19, 2020Finance, Financial Planning, Investing, Retirement2020 Presidential Election, COVID-19, Financial Planning, Ivan Watanabe, lifestyle, Opus Foundation, Opus Private Client, Wealth Style Podcastwealthstylepodcast

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 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.

In this episode, you will learn:

How the market has changed as a result of COVID-19
Three buckets you should consider putting money into
Benefits of hiring a professional financial planner
The importance of understanding your personal tax rate
And more!

Tune in now and discover how COVID-19 has impacted the investing landscape — and what you as an investor should keep in mind during this time of uncertainty!

Resources: Opus Private Client, LLC

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

October 5, 2020Finance, Financial Planning, Investing, RetirementAALU, COVID-19, Financial Planning, GAMA, Ivan Watanabe, Joshua Caron, lifestyle, Opus Foundation, Opus Private Client, purpose, wealth, Wealth Style Podcastwealthstylepodcast

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 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, you will learn:

The impact of the initial COVID relief efforts
How current events influence the election
About the possibility of liability protection for businesses
How the government could recover from the benefits they’ve granted
And more!

Tune in now to learn how the government has provided relief throughout the COVID-19 crisis — and what it could mean for the country’s financial tomorrow.

Resources: Opus Private Client, LLC | AALU and GAMA | Contact Josh Caron

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

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

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 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, you will learn:

The importance of creating a will
The difference between a trust and a will
How marriage can impact your asset distribution
The difficulties with using free online services
And more!

Tune in now for your run-down on what you need to know about estate planning with wills and trusts!

Resources: Opus Private Client, LLC | mperry@opus-pc.com: (914) 825-1024 | Enea, Scanlan & Sirignano, LLP

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How Will Socially-Distant Schooling Work?

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

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 and the impact it could have on children, both in curriculum and in childrens’ socialization.

In this episode, you will learn:

How schools are adapting to social distancing precautions
How childhood socialization will be impacted by hybrid or virtual education
What homeschooling could look like when done in “pods”
Tips for teachers who are nervous about teaching in this environment
The logistics of transitioning from the classroom to virtual learning or a hybrid model
And more!

Discover how the 2020-2021 school year will be impacted by COVID-19 precautions.

Resources: Opus Private Client, LLC ❘ Elaine Avinoam Consulting

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