Working With A Financial Advisor

Working With A Financial Advisor

Navigating the twists and turns of today’s financial landscape is bound to raise a few questions. Join Evan Wohl and Iván Watanabe as they delve into some of the most pressing financial queries and scenarios you may be facing in the current environment while highlighting the importance of having a financial advisor to help guide …

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A Conversation Between Dads

A Conversation Between Dads

In this heartfelt conversation, Iván Watanabe and Evan Wohl open up about the joys and challenges of fatherhood as Iván stands on the cusp of welcoming his second child, a baby boy. With help from his colleague and friend, Evan, a seasoned parent of three, they explore the emotions, preparations, and adjustments that come with …

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Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.

Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.

As a healthcare professional or proprietor of a healthcare practice, your primary focus is safe and legal patient care. Managing the intricacies of healthcare leaves minimal capacity to navigate the complexities of legal matters. Understanding the legal side of your business is crucial for protection, which is why we invited Stephanie Rodin, Founder and Attorney …

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Legacy Planning and Purposeful Living

Legacy Planning and Purposeful Living

What legacy will you leave behind? In this installment of WealthStyle, Iván Watanabe and Evan Wohl discuss the concept of legacy planning and note that legacy planning extends beyond financial contributions and weighs heavily on how individuals choose to have an impact on families, communities, and society through intentional actions and forward-thinking strategies. They highlight …

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Transforming Spaces with Marialisa of Cyrus Contracting

Transforming Spaces with Marialisa of Cyrus Contracting

Are you considering a home renovation but feel overwhelmed by the prospect of working with contractors?  You’re not alone. In this episode, Iván Watanabe, and Evan Wohl speak with the owner and operator of Cyrus Contracting, Marialisa Zywotchenko, or ML for short. During their discussion, ML unravels the often daunting task of working with contractors, …

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Journey to 10K Downloads: Reflecting on Our Podcast’s Growth

Journey to 10K Downloads: Reflecting on Our Podcast’s Growth

As 2023 came to a close, WealthStyle unlocked a major milestone: 10,000 downloads!  Many thanks go to you, our listening audience for tuning in and sharing your favorite episodes with others. OPUS’ mantra is ‘always forward’ and with your loyalty, we are doing just that! Today, Iván Watanabe and Evan Wohl highlight their favorite episodes …

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Joy To The World: Gratitude & Laughter with Evan Wohl and Iván Watanabe

Joy To The World: Gratitude & Laughter with Evan Wohl and Iván Watanabe

Just days before Christmas, Evan Wohl and Iván Watanabe embraced the spirit of the holidays by reminiscing about their childhoods, traditions they’ve carried forth with their families, and the best and worst gifts they’ve either given or received. This light-hearted and fun episode gives you an insider look at the lives and personalities of the …

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Strategies for Managing Single Stock Positions with Andrew McCall

Strategies for Managing Single Stock Positions with Andrew McCall

Have you considered including covered calls and collars in your investment strategy? What options should you consider when looking at contracts for buying and selling investments? Tune in as Iván Watanabe and Evan Wohl speak with Andrew McCall, regional consultant at SpiderRock Advisors. Andrew walks through some savvy options strategies, like covered calls and collars, …

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Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

Considering Indexed Universal Life Insurance (IUL) but still trying to figure out where to start?  You aren’t alone.  Social media has promoted its benefits but also some misconceptions which can lead to confusion. In this episode of WealthStyle, Iván Watanabe and Evan Wohl are joined by Bobby Samuelson, Executive Editor at Life Product Review and …

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Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

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 …

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The Timeless Artistry and History of Watches with Rob Weintraub

The Timeless Artistry and History of Watches with Rob Weintraub

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 …

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Current Market Dynamics with Evan Wohl and Rob Pruett

Current Market Dynamics with Evan Wohl and Rob Pruett

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 …

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Your Child, Your Choices: Detailing Child Care Options with Emily Bishop

Your Child, Your Choices: Detailing Child Care Options with Emily Bishop

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 …

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How to Protect Your Identity in a Digital World with Mark Cole

How to Protect Your Identity in a Digital World with Mark Cole

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 …

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How Effective Conversations Build Great Business Leaders with Chalmers Brothers

How Effective Conversations Build Great Business Leaders with Chalmers Brothers

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 …

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How to Make Tomorrow Better Today with Hal Hershfield

How to Make Tomorrow Better Today with Hal Hershfield

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 …

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How to Stay on Top of Your Fitness Goals with Gideon Akande

How to Stay on Top of Your Fitness Goals with Gideon Akande

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 …

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An Eye on Investments with Russ Carpentieri

An Eye on Investments with Russ Carpentieri

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 …

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Teaching Gratitude and Generosity in an Affluent Home

Teaching Gratitude and Generosity in an Affluent Home

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 …

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What to Consider When Planning Your International Flight with Rob Karp and Henry Kamp

What to Consider When Planning Your International Flight with Rob Karp and Henry Kamp

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 …

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Exploring Equity Grants and Their Taxation with Alejandro Azuaje

Exploring Equity Grants and Their Taxation with Alejandro Azuaje

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 …

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How the Secure Act Has Changed Retirement Planning with Joshua Caron

How the Secure Act Has Changed Retirement Planning with Joshua Caron

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 …

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The Future of AI Automation with George Papanicolaou and Chris Ward

The Future of AI Automation with George Papanicolaou and Chris Ward

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 …

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Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff

Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff

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 …

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Decreasing Investment Loss During Retirement with Dr. Wade Pfau

Decreasing Investment Loss During Retirement with Dr. Wade Pfau

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 …

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Compound Interest is a Snowball with Evan Wohl

Compound Interest is a Snowball with Evan Wohl

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 …

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The NIL Rule In Student Athlete Profitability with Chris Ward

The NIL Rule In Student Athlete Profitability with Chris Ward

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 …

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The Fundamental Pieces to Managing Cash Flow with Evan Wohl

The Fundamental Pieces to Managing Cash Flow with Evan Wohl

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 …

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Student Loan Repayment Updates with Joe McGrath

Student Loan Repayment Updates with Joe McGrath

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 …

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Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

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 …

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Navigating A Disability with Dani Izzie

Navigating A Disability with Dani Izzie

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 …

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Expanding Your Influence Through Usable Social Media Content with Mike Manzi

Expanding Your Influence Through Usable Social Media Content with Mike Manzi

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 …

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Financial Planning for Immigrant Families with Dr. Daniel Crosby

Financial Planning for Immigrant Families with Dr. Daniel Crosby

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 …

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What You Should Know About Assets After Death with Rob Pruett

What You Should Know About Assets After Death with Rob Pruett

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 …

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A Conversation Around Global Oil and Gas with Nikolaos Kontos

A Conversation Around Global Oil and Gas with Nikolaos Kontos

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. …

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The New 1980s Inflation with Rob Pruett

The New 1980s Inflation with Rob Pruett

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 …

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Planning for Parenthood with George Papanicolaou

Planning for Parenthood with George Papanicolaou

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 …

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Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff

Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff

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 …

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Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick

Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick

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 …

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The World of Health Care Benefit Plans With Stefan Carpentieri

The World of Health Care Benefit Plans With Stefan Carpentieri

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. …

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The Benefits of Equity Awards With Alejandro Azuaje

The Benefits of Equity Awards With Alejandro Azuaje

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 …

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Supercharge Your Career With Julie Harnik

Supercharge Your Career With Julie Harnik

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 …

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A Conversation Around Estate Planning & Taxes with Michael Canarick

A Conversation Around Estate Planning & Taxes with Michael Canarick

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 …

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Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers

Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers

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 …

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Must-Know Business Exit Planning Considerations With Jeremy Suarez

Must-Know Business Exit Planning Considerations With Jeremy Suarez

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 …

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Resuming Air Travel in the Era of COVID-19 With MilesAhead – With Rob Karp

Resuming Air Travel in the Era of COVID-19 With MilesAhead – With Rob Karp

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 …

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Bajraktari Realty’s Diverse Real Estate Approach — With George Papanicolaou, Florim, and Gani Bajraktari

Bajraktari Realty’s Diverse Real Estate Approach — With George Papanicolaou, Florim, and Gani Bajraktari

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 …

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Navigating the World of Mortgages — With Pat Tobin

Navigating the World of Mortgages — With Pat Tobin

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 …

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What You Need to Know About Medicare — With Jim Ryan

What You Need to Know About Medicare — With Jim Ryan

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 …

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Designing Your Next Phase of Life: Retirement — With Kaplan Mobray

Designing Your Next Phase of Life: Retirement — With Kaplan Mobray

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 …

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Navigating the Student Loan Marketplace — With Joe McGrath

Navigating the Student Loan Marketplace — With Joe McGrath

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, …

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Retirement Threats — Part 5 — With Rob Pruett

Retirement Threats — Part 5 — With Rob Pruett

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 …

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Retirement Threats — Part 4 — With Russell Carpentieri

Retirement Threats — Part 4 — With Russell Carpentieri

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. …

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Retirement Threats — Part 3 — With George Papanicolaou

Retirement Threats — Part 3 — With George Papanicolaou

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 …

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Retirement Threats — Part 2 — With Adam Rolewicz

Retirement Threats — Part 2 — With Adam Rolewicz

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 …

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Retirement Threats — Part 1 — With Lou Mohn

Retirement Threats — Part 1 — With Lou Mohn

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 …

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Instilling Work Ethic & Charity Within a Financially Advantaged Family

Instilling Work Ethic & Charity Within a Financially Advantaged Family

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 …

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

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

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 …

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How to Protect Your Income with Disability Insurance

How to Protect Your Income with Disability Insurance

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 …

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

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

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 …

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What it’s Like Working With Opus Private Client

What it’s Like Working With Opus Private Client

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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How Will Socially-Distant Schooling Work?

How Will Socially-Distant Schooling Work?

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 …

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How to Start Using the Most Overlooked Corporate Benefits

How to Start Using the Most Overlooked Corporate Benefits

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 …

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Financial Planning Considerations for Young Families

Financial Planning Considerations for Young Families

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 …

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

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

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 …

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What the Top Opus Clients Have in Common

What the Top Opus Clients Have in Common

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 …

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Meet Your Hosts, Russell Carpentieri and Iván Watanabe

Meet Your Hosts, Russell Carpentieri and Iván Watanabe

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 …

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