July 2023 – WealthStyle Podcast

Tax Strategies for Financial and Retirement Planning

By wealthstylepodcast | July 31, 2023

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 assets. They discuss the impact of taxes on retirement planning and how different accounts provide opportunities to save and withdraw retirement funds while avoiding high tax rates.

Iván and Evan explore:

The importance of considering the taxation of different asset vehicles
When to withdraw from different types of accounts
What to consider when making an investment decision
How different investment buckets provide options when withdrawing retirement income
And more

Resource:

An Eye on Investments with Russ Carpentieri

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Connect with Evan Wohl:

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

By wealthstylepodcast | July 17, 2023

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 creating personal health and wellness consistency. He shares tips to transform exercise and healthy eating from a chore to something enjoyable and ways to trick yourself into being healthy without thinking about it.

Gideon discusses:

How he started his health journey and commits to 15-minutes of movement every day
Ways to transform exercise into something you want to do, and will keep doing
Why and how external pressure is an excellent motivator for reaching your goals
How a professional can help with health the same way advisors help with money
And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Gideon Akande:

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An Eye on Investments with Russ Carpentieri

By wealthstylepodcast | July 3, 2023

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 make profitable investment decisions.

Listen in as Iván, Evan, and Russ discuss:

How their relationship with money impacts their investment decisions
What questions to consider when assessing several deals
How a loss in investments isn’t a loss in the portfolio
Why you should spend time getting familiar with your investments
And more