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
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
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.
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.
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. Russell gives valuable advice around lifestyle planning for retirement and highlights the importance of advanced planning and having a disciplined savings strategy.
In this episode, you will learn:
The importance of consistency and discipline when preparing and saving for retirement
The advantages and disadvantages of lifestyle planning for retirement
Russell’s advice for retirees and pre-retirees
About Russell’s own retirement planning journey
And more!
Tune in today and find out how proactive planning can help you protect your lifestyle throughout your retirement!
Historical podcasts are for informational purposes only and may not be the current opinions of the speakers. Although the information was accurate at the time it may no longer be applicable. These podcasts are intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
