Finance – WealthStyle Podcast

Planning For Retirement: Social Security and Medicare with Elaine Floyd

By wealthstylepodcast | September 25, 2023

In today’s episode of WealthStyle, Iván Watanabe and Evan Wohl interview Elaine Floyd, Director of Retirement Life Planning at HorsesMouth about the intricacies of our nation’s support systems; Social Security and Medicare.

Listen as Elaine shares her expert knowledge by debunking some common misconceptions and detailing the benefits these programs provide using real-life examples and historical facts.

Whether you’re approaching retirement, caring for a loved one, or simply curious about recent changes and restrictions regarding Social Security and Medicare, this episode is a must-listen!

Gain insight as Elaine discusses:

The importance of accessing your retirement income plan for the duration of your lifetime
Common mistakes people make when claiming Social Security, and the varying spousal benefits
The differences between Medicare Part A and Part B
How to navigate your options regarding your Health Savings Account (HSA) and Medicare
And more

Resources:

Connect with Iván Watanabe:

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Connect with Elaine Floyd:

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

By wealthstylepodcast | September 11, 2023

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 to access personal information digitally. Mark shares how he protects his online accounts and fears about AI technology overcoming current online protection strategies.

Iván, Evan, and Mark focus on the following:

The different types of email scams and how they work to steal your personal information, and your money
What information hackers look for when targeting individuals and companies
Notable cyber breaches and their impact on consumers and businesses
How individuals can protect their online accounts
And more

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How Effective Conversations Build Great Business Leaders with Chalmers Brothers

By wealthstylepodcast | August 28, 2023

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 tips to look at their own leadership in a new light.

Chalmers discusses:

How do leaders use language to build effective communication
The importance of building communication relationships when working remotely
Why authenticity is essential to creating effective communication
How personal emotions impact the energy of a conversation
And more

Resources:

Language and the Pursuit of Leadership Excellence by Chalmers Brothers and Vinay Kumar

Connect with Iván Watanabe:

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Connect with Chalmers Brothers:

About Our Guest:

Chalmers Brothers is a best-selling author, certified personal/executive coach, consultant, seminar leader, and speaker. He has a 36-year career focused on leadership development, workplace culture, productivity and accountability, teamwork and clarity in communication, emotional intelligence, trust- and relationship-building.

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How to Make Tomorrow Better Today with Hal Hershfield

By wealthstylepodcast | August 14, 2023

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 people to envision their future selves.

Listen in as Hal reveals the psychology behind this common mindset and what we can do to alter how we perceive ourselves presently and in the future.

Engage in a few “ah-ha” moments as Hal explains:

Why it’s a struggle to achieve goals, even if they are well planned
How envisioning and connecting with your future self can increase asset accumulation
The power of auto-enrollment for 401k contributions
Why we tend to live in a state of “status quo” versus looking ahead to the future
And more

Resources:

Connect with Evan Wohl:

Connect with Hal Hershfield:

About Our Guest:

Hal Hershfield is a Marketing, Behavioral Decision Making, and Psychology Professor at UCLA’s Anderson School of Management and holds the UCLA Anderson Board of Advisors Term Chair in Management. His research, which sits at the intersection of psychology and economics, examines how we can improve our long-term decisions. He earned his Ph.D. in psychology from Stanford University.

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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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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

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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

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Connect with Russ Carpentieri:

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Guaranteed Income for a Happy Retirement with Tom Hegna

By wealthstylepodcast | June 19, 2023

What’s the secret to a happy retirement?

If you want to enjoy your retirement to the fullest, you must have a sense of purpose and guaranteed income for the rest of your life. That way, you have something to look forward to every day, without the fear of running out of money!

In this episode of WealthStyle, Iván Watanabe and Evan Wohl sit down with Tom Hegna, a retirement expert, best-selling author, public TV host, and international speaker!

Together, they explore:

Seven simple steps for a financially secure retirement
What drives happiness and longevity in retirement (based on research)
How you can achieve guaranteed lifetime income and a blissful retirement
Benefits of annuities and the different types available in the market
How to make your life purposeful and socially engaging during retirement
And more

Resources:

Decreasing Investment Loss During Retirement with Dr. Wade Pfau
“Paychecks and Playchecks: Retirement Solutions for Life” by Tom Hegna
“Don’t Worry, Retire Happy! Seven Steps to Retirement Security” by Tom Hegna
“Retirement Income Masters: Secrets of the Pros” by Tom Hegna

Connect with Iván Watanabe:

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Connect with Tom Hegna:

About Tom Hegna:

Tom Hegna is an economist, author, and retirement expert. As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping baby boomers and seniors retire the “optimal” way.

Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals, and their clients across the globe.

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Teaching Gratitude and Generosity in an Affluent Home

By wealthstylepodcast | June 5, 2023

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 a father and highlights the following:

The influence that your circle of friends can have on your level of parenting
How to teach gratitude and empathy through daily reminders and acts of kindness
The importance of instilling accountability and consequences
Useful takeaways to help reduce entitlement when raising affluent children
And more

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Russ Carpentieri:

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When Is the Right Time to Buy a House?

By wealthstylepodcast | May 19, 2023

Buying a home may seem like the right thing to do, but is it?

There are many factors to consider before you purchase a home, and the most obvious is, can you afford the mortgage payments? Then on top of that, there are annual property taxes and monthly utilities like gas and electricity. And don’t forget about the less obvious expenses like furniture and decor, and unexpected repairs or upgrades.

The reality is, it requires a lot of financial planning before you put an offer on a house.

In this episode of WealthStyle, Iván Watanabe and Evan Wohl explore the different reasons why their clients want to buy houses, how the costs associated with owning a home factor into financial and retirement planning, and how much the housing market has changed post-pandemic.

Iván and Evan discuss:

The financial costs of owning a house after the initial purchase
How your financial plans will shift when planning to buy a house
The role of mortgage and interest rates and how they are constantly changing
The emotional effects of buying a home
And more

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Connect with Evan Wohl:

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

By wealthstylepodcast | May 8, 2023

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 most from your flight experience.

Rob and Henry discuss:

How the pandemic increased the cost of travel while negatively impacting the experience
Why travel so important to people
How to ease your flight with a baby
Tips to getting through customs and onto the plane faster and easier
And more

Resource:

Resuming Air Travel in the Era of COVID-19 with MilesAhead

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Connect with Henry Kamp:

About Our Guests:

Rob Karp is the Founder and CEO of MilesAhead. A graduate of Cornell University’s School of Hotel Administration (‘19), Rob was named one of Travel + Leisure’s International Rising Stars in 2017 and a finalist for Virtuoso’s Rising Star award in 2019. Rob first founded MilesAhead as a sophomore in high school, initially helping family and friends efficiently use their frequent flyer miles for plane tickets. Over time, MilesAhead has evolved into a full-scale luxury hospitality company that works with a discerning group of clients.

As the Head of Air Sales and Operations, Henry Kamp ensures that all of our clients’ journeys are as pleasant as the destination. Although Henry focuses primarily on air travel, he plays a pivotal role in all travel bookings, handling everything from finding last-minute rental cars to identifying the perfect hotel.

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Exploring Equity Grants and Their Taxation with Alejandro Azuaje

By wealthstylepodcast | April 24, 2023

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 success.

In this episode of WealthStyle, Iván Watanabe and Evan Wohl talk with Alejandro Azuaje, an investment specialist with OPUS Private Client, LLC about three main types of equity grants and how they are taxed from an employee perspective.

Listen in and learn as Alex discusses:

Why equity grants are used as employee benefits
The main types of equity grants
Examples of how employees can benefit from each type of equity
How taxes impact the income received from equity grants
And more

Resources:

The Benefits of Equity Awards with Alejandro Azuaje

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Connect with Alejandro Azuaje:

About Our Guest:

Alejandro Azuaje is an associate and investment specialist at Opus Private Client, LLC. After graduating from college, Alejandro entered the financial planning industry. He joined Opus in 2017 and is elated to be working for a team that believes in holistic planning and executes its recommendations with efficiency and ease. Alejandro’s specialties are in financial planning analysis, financial modeling, and equity investments. He is a Westchester native from Purchase, NY, and an Alumnus of New York University with a bachelor’s degree in computer science.

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How the Secure Act Has Changed Retirement Planning with Joshua Caron

By wealthstylepodcast | April 10, 2023

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 Act, how it changed retirement planning, and the individual aspects of the Secure Act 1.0 and 2.0.

Josh discusses:

Why the shift away from pensions was so important in retirement planning
How student debt conflicted with retirement planning for those fresh out of college
The change to overfunding 529 accounts and how Secure Act 2.0 changed the tax penalties for the account
Why 401(k)s are no longer enough for retirement income and the impact of longevity on retirement planning
And more

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Connect with Josh Caron:

About Josh Caron:

Joshua Caron is the Vice President of Federal Affairs for Finseca. Originally from Massachusetts, he attended Arizona State University for both his undergraduate and graduate degrees. His primary role is to advocate for policies that allow for more Americans to live financially secure lives with a focus on the advanced markets.

Prior to joining Finseca, he worked for several political campaigns, including those former President Barack Obama and former Congressman Harry Mitchell (D-AZ). He lives with his wife, daughter, and chocolate lab in St. Anthony Park, St. Paul MN.

About Evan Wohl:

Evan’s clients trust him with the responsibility to guide them through the complexities of personal finance. He provides clarity and insight on how to measure and improve your cash flow as well as whether or not you are on track to accomplish your various financial goals. The firm takes a macroeconomic approach to planning and coordinates all of your financial decisions through the use of a comprehensive economic model.

Evan’s wife, Laurie, and he have three children, Quinn, Parker and Bodie. He currently sits on the board of The Hope Gala. The Hope Gala was created to support fundraising efforts on behalf of The Four Diamonds Fund and The Penn State Dance Marathon (THON™). The Hope Gala contributes to the mission of conquering childhood cancer. All proceeds benefit pediatric cancer patients at the Penn State Children’s Hospital and their families in need of financial aid, medical assistance, and emotional support.

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The Future of AI Automation with George Papanicolaou and Chris Ward

By wealthstylepodcast | March 27, 2023

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 discuss how AI could affect society, their experience with using AI, and how they envision the impact of artificial intelligence as it progresses.

George and Chris touch on:

What the current AI technology looks like and how it works for consumers
Why prompt engineering is essential for AI evolution
The limitations of AI and why humans remain important while working with it
How AI is being incorporated into businesses
And more

Connect with George Papanicolaou:

Connect with Chris Ward:

About Our Guest:

Christopher Ward, Co-Founder and Chief Revenue Officer of The Publisher Desk, a full-service technology and monetization platform for content publishers. He got his start in advertising and publishing in 2007 at News Corp and later at Undertone, an advertising network. In November 2019, the Publisher Desk acquired Sportsnaut.com, doubling down on their belief in the future of sports marketing.

About Our Host:

George has a very unique background and work history. Broad, diverse, and driven by integrity and strong family values, his experiences create the perfect foundation for teaming up with clients to protect, build, and enjoy their financial world.

George puts a strong emphasis on family. His parents and grandparents ran a very successful flower business with several locations in Westchester County, in addition to owning and managing commercial and residential real estate. From a young age, George was taught that compassion, good customer service, and a strong work ethic were key components to the longevity of a business.

George credits his significant business success to his strong work ethic and desire to learn— two qualities that have helped him earn several leadership awards. George’s interest in real estate contributes to his ability to help clients diversify their holdings.

George is married with four children, two dogs, and a bunny. He and his wife live in Pleasantville, NY. They are huge lovers of food and culture and enjoy travelling and entertaining at their home.

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How To Get A Sales Job with John P. Davis

By wealthstylepodcast | February 17, 2023

Landing yourself the job of your dreams usually requires a lot more than just having the prettiest resume.

In this episode, Iván Watanabe and Evan Wohl talk with John P. Davis, best selling author and Sales Director at Onestream Software, about how you can land a job in sales that will allow you to “control your own destiny”.

John discusses:

How he went from having no background in sales to writing a bestselling book about it
Some of the biggest mistakes people make when reaching out to hiring managers
How to stand out amongst when applying for a job
And more

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with John P. Davis:

About John P. Davis:

While the majority of his education is in economics and philosophy, his passion is software sales. This has become John’s focus over the past decade. He enjoys helping people set up business cases, build project teams, determine delivery methods and procure software that benefits their organization. Today, he is proud to run an Enterprise and Mid-Market sales team in Eastern Canada at OneStream Software.

Two years ago, John published a book titled, “How to Get a Sales Job.” The book serves as an affordable tool for anyone looking for a software sales job and is based on his own transition into sales from the world of finance. Mark Cuban provided a quote for the book and at one point, it was ranked #1 in Job Markets & Advice internationally.

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Decreasing Investment Loss During Retirement with Dr. Wade Pfau

By wealthstylepodcast | December 12, 2022

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 at The American College of Financial Services, to discuss some of the research behind retirement planning, and how to increase security around your retirement funds.

Iván, Evan and Wade discuss:

The difference between the accumulation phase and the retirement phase of life
How sequence of returns increases the impact of market volatility on retirement investments
Alternative buffer assets to create security when other assets can’t provide enough income during retirement
Why tax planning is essential to decrease the amount paid rather than avoid taxes all together
And more

Resources:

Journal of Financial Planning
Retirement Planning Guidebook by Wade Pfau, Ph.D, CFA, RICP
Reverse Mortgages by Wade Pfau, Ph.D, CFA, RICP

Connect with Evan Wohl:

Connect with Iván Watanabe:

Connect with Wade Pfau:

About Dr. Wade Pfau:

Dr. Wade D. Pfau, Ph.D., is a Professor of Retirement Income in the Ph.D. in Financial and Retirement Planning program, Co-Director of the American College Center for Retirement Income, and RICP® program director at The American College of Financial Services.

Dr. Pfau is a co-editor of the Journal of Personal Finance. He has spoken at national conferences of organizations for financial professionals, such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals.

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Compound Interest is a Snowball with Evan Wohl

By wealthstylepodcast | November 21, 2022

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 compound interest, and how you can get it working for you.

Iván and Evan discuss:

Why Warren Buffett claims compound interest to be the eighth wonder of the world
How compound interest works
The ripple effect one change can have on an entire balance sheet
Why you should see your finances as an ecosystem, not just as single silos
And more

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Connect with Iván Watanabe:

About Evan Wohl:

About Iván Watanabe:

Iván Watanabe is a Managing Partner of Opus Private Client, LLC in the New York office. He joined Opus in 2013, after working in Boston for five years as a financial associate. During his time at Opus, Iván quickly established himself as a leader and an asset to the team, and he became a managing partner in 2018.

Iván is a graduate of the College of the Holy Cross with a bachelor’s degree in political science and Spanish literature and brings a unique blend of analytical and holistic thinking to each of his clients. Iván’s expertise is in asset protection, wealth accumulation, and wealth distribution strategies. His vast knowledge and rich experience in the finance industry earned him one of the most prestigious industry awards, the President’s Council Award in 2018.

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The NIL Rule In Student Athlete Profitability with Chris Ward

By wealthstylepodcast | November 7, 2022

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 the regulations surrounding it. Since the rule is still in its infancy, there are many questions like, who can provide sponsorships, how are sponsorships managed for independent players, and how can a player’s marketability impact their future as a professional athlete?

Listen as Chris discusses:

How an athlete can earn for their name, image and likeness
What kinds of opportunities student athletes can bring to local businesses
How social media influences the marketability of student athletes
And more

Connect with Chris Ward:

Connect with George Papanicolaou:

About Our Guest:

Christopher Ward, Co-Founder and Chief Revenue Officer of The Publisher Desk, a full-service technology and monetization platform for content publisher. He got his start in advertising and publishing in 2007 at News Corp and later at Undertone, an advertising network. In November of 2019, the Publisher Desk acquired Sportsnaut.com, doubling down on their belief in the future of sports marketing.

About Our Host:

George is married with four children, two dogs, and a bunny. He and his wife live in Pleasantville, NY. They are huge lovers of food and culture and enjoy traveling and entertaining at their home.

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The Fundamental Pieces to Managing Cash Flow with Evan Wohl

By wealthstylepodcast | October 10, 2022

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 current cash flow plan and the different things he’s seeing his clients have success with.

Evan discusses:

What cash flow is and why it’s important to know your personal cash flow
The differences between inflows, outflows, transfers and how they can improve your cash flow
Some of the mistakes people are generally making as it relates to cash flow
Tips on how to become a better saver for your future self
And more!

Resources:

Hal Hershfield | TEDxEast

Connect With Evan Wohl

Connect With Iván Watanabe:

About Evan Wohl:

After a very short stint as a Class A PGA Golf Professional, Evan Wohl started in financial planning in 2008, after graduating from Penn State University. Evan’s lifelong appetite for learning and growth lead him to earn several high-level industry designations. CFP®, CLU®, ChFC®, RICP®

Evan’s clients receive thoughtful insight into the security and prosperity of their personal economy. He provides tools and strategies to measure and improve your cash flow as well as understand whether or not you are on track to accomplish your evolving financial goals. Evan maintains collaborative relationships with his clients, in which they are always making proactive decisions to move their plan forward.

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The New 1980s Inflation with Rob Pruett

By wealthstylepodcast | April 11, 2022

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 clients can make the most out of the market volatility.

Iván and Rob discuss:

The role inflation plays with consumers and businesses
What the future looks like in terms of inflation and interest rates
Reasons pre-retirees and retirees should invest in their 401(k) plans
How interest rates impact client debt
And more!

Connect with Rob Pruett:

LinkedIn: Rob Pruett

Connect with Iván Watanabe:

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

By wealthstylepodcast | January 2, 2022

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 investors, what to consider when entering the current economic market, and how investors view property from a buyer, seller or investment perspective.

Jon discusses:

What makes a good real estate investment
How banks manage lending risk in a rising interest rate environment
How he manages business through different economic climates
And more

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Connect with Jon Minkoff:

About Jon Minkoff:

Real estate professional with experience working with start up real estate development private equity funds. Jon has experience in all aspects of real estate including finance, development, financial forecasting, construction, estimating, property management, as well as commercial leasing. He has also spent time working with high net worth individuals to analyze and manage different real estate acquisition opportunities.

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What the Top Opus Clients Have in Common

By wealthstylepodcast | June 3, 2020

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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