October 2023 – WealthStyle Podcast

Current Market Dynamics with Evan Wohl and Rob Pruett

By wealthstylepodcast | October 23, 2023

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 timeless investment principles.

Evan and Rob discuss:

Current market conditions and challenges facing clients
The importance of sticking to a long-term investment plan
Ongoing increases and changes to tax rates, interest rates, and inflation
Why you should work with a professional for financial planning
And more

Connect with Evan Wohl:

Connect with Rob Pruett:

About Our Guest:

Robert P. Pruett has been a wealth advisor with Opus Private Client, LLC for 14 years performing planning for high-net-worth individuals, families, and business owners. Rob uses leading-edge advanced personal planning techniques to protect and maximize each client’s wealth, retirement, and estate plans. Rob also consults with 50-to-800-person firms to deliver high-value corporate benefit programs, with a special focus on delivering healthcare savings of 10-15% or more through Opus’ proprietary reimbursement program offering.

His specialties include asset management, institutional investing, tax planning, life insurance, disability, annuities, and long-term care insurance, corporate benefits programs, executive benefit programs, retirement, and estate planning, and legacy and charitable planning.

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

By wealthstylepodcast | October 9, 2023

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 of guilt, frustration, and sheer exhaustion. Join Iván and Evan as they have a candid conversation with their friend and client, Emily Bishop about childcare options such as daycare, nannies, and au pairs.

Throughout this episode, Iván, Evan, and Emily discuss:

Childcare options available to empower you as a parent
Why choosing a nanny should be taken seriously and treated like job recruitment
The importance of a contract with non-negotiables with your nanny
How aligning your family values can make all the difference in your childcare choice
What the National Childcare Crisis means and why you should care
And more!

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Emily Bishop:

LinkedIn: Emily Bishop

About Emily Bishop:

Emily Bishop has over a decade of experience in fundraising, specializing in securing significant investments from high-net-worth individuals for NGOs and nonprofits. Before her career in fundraising, Emily earned a Master’s in Public Policy, focusing on issues related to children, youth, and families. Her deep-rooted commitment to these issues led her to serve as a legislative aide in the U.S. Senate, where she concentrated on education and childcare policy.

Emily currently serves on the board of the Child Care Council of Westchester, an organization dedicated to enhancing the quality and accessibility of childcare in Westchester County, New York. As a mother of two young children, Emily is personally invested in childcare matters. She is not only concerned about how childcare impacts individual families but is also keenly aware of its broader implications on the economy and the welfare of children at large.

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