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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How to Start Using the Most Overlooked Corporate Benefits

August 24, 2020Finance, Financial Planning, Investing, RetirementFinancial Planning, Ivan Watanabe, lifestyle, Opus Foundation, Opus Private Client, purpose, Russell Carpentieri, wealth, Wealth Style Podcastwealthstylepodcast

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 to your advantage.

In this episode, you will learn:

The importance of understanding your benefits
How you can increase your benefits
The difference between company benefits and street benefits
How to start the enrollment process within your company
And more!

Tune in now to learn how to make the most of your company benefits!

Resources: Opus Private Client, LLC

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Financial Planning Considerations for Young Families

August 10, 2020Finance, Financial Planning, Investing, RetirementFinancial Planning, George Papanicolaou, Ivan Watanabe, lifestyle, Opus Foundation, Opus Private Client, purpose, Russell Carpentieri, wealth, Wealth Style Podcastwealthstylepodcast

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 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.

In this episode, you’ll learn:

The financial steps you should take when planning for a baby
Why you should get your documents in order
The importance of locking your child’s social security number
How your income plays a role when planning around your child
And more!

Tune in now to discover the importance of financial planning when starting your family!

Resources: Opus Private Client, LLC

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

July 27, 2020Finance, Financial Planning, Investing, RetirementFinancial Planning, Ivan Watanabe, lifestyle, Opus Foundation, Opus Private Client, purpose, Russell Carpentieri, wealth, Wealth Style Podcastwealthstylepodcast

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.

In this episode, you will learn:

The impact life expectancy has on retirement planning
What young people are looking for with their futures
The importance of saving early
Strategies for after retirement
And more!

Tune in now to learn more about the retirement landscape in our current environment and beyond!

Resources: Opus Private Client, LLC

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What the Top Opus Clients Have in Common

June 3, 2020Finance, Finance, Financial Planning, Investing, RetirementFinancial Planning, Ivan Watanabe, lifestyle, Opus Foundation, Opus Private Client, purpose, Russell Carpentieri, wealth, Wealth Style Podcastwealthstylepodcast

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 episode, you’ll learn:

What role a client’s mindset plays in their success
What gap in the market Opus is filling for clients
Examples of the client journey when working with the Opus team
And more!

Tune in now to learn more about Opus Private Client and consider whether you’d be a good match for their services!

Resources: Opus Private Client, LLC

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Meet Your Hosts, Russell Carpentieri and Iván Watanabe

June 3, 2020Finance, Financial Planning, Investing, RetirementFinancial Planning, Ivan Watanabe, lifestyle, Opus Foundation, Opus Private Client, purpose, Russell Carpentieri, wealth, Wealth Style Podcastwealthstylepodcast

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 to found Opus PC
What sets Opus PC apart from other financial planning firms
How Opus PC gives back through the Opus Foundation
How Russell and Iván define success
And more!

Join Russell and Iván now to learn about who they are professionally and personally — and to find out what’s to come from the Wealth Style podcast!

Resources: Opus Private Client, LLC | Opus Foundation

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