January 2024 – WealthStyle Podcast

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

By WealthStyle Podcast | January 29, 2024

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 from 2023, including the most-listened-to episodes from the year. They also share the most downloaded releases since WealthStyle launched in 2020.

Revisit fan favorites, or discover new topics and experts for the first time as Iván and Evan highlight WealthStyle episodes that have contributed to reaching 10,000 downloads.

Notable Episodes:

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

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

By WealthStyle Podcast | January 22, 2024

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 hosts of WealthStyle. Join them as they celebrate the season, all while highlighting the significance of gratitude.

Resources:

Connect with Evan Wohl:

Connect with Iván Watanabe:

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Strategies for Managing Single Stock Positions with Andrew McCall

By WealthStyle Podcast | January 8, 2024

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, that can help balance out the risks and tax implications while you’re working on diversifying your investment portfolio.

Andrew discusses:

What are the options strategies discussed for managing single stock positions
Where does SpiderRock’s technology and expertise focus in terms of customizable option solutions
Why are options considered contracts for buying or selling investments at specific prices in the future
What are the downsides and trade-offs of using the covered call strategy
And more