Tag Archives: lifestyle

Designing Your Next Phase of Life: Retirement — With Kaplan Mobray



Kaplan Mobray is not only a best-selling author, but is also one of the world’s most dynamic and inspirational business speakers. 

Now, you have the chance to learn some of Kaplan’s expert insight around designing your next phase of life!

In this episode, join Kaplan and Iván Watanabe as they discuss how Kaplan transforms lives with innovative and insightful strategies for finding purpose in retirement so that you can maximize your next phase of life.

In this episode, you will learn:

  • How Kaplan helps clients through life transitions
  • Kaplan’s advice for those in retirement, or those experiencing major life changes and transitions
  • Things to evaluate when preparing for your retirement
  • How teaching, volunteering, and mentoring can help you stay connected in retirement
  • And more!

Are you ready to discover why you should always live life by decision and not by default? Tune in today!

Resources:  

Opus Private Client, LLC | Iván Watanabe | Kaplan Mobray | LinkedIn | Facebook | Instagram |Twitter | YouTube | Book: The 10Ks of Personal Branding Products | Amazon 

 


Navigating the Student Loan Marketplace — With Joe McGrath



Are you someone who has applied, or is planning to apply, for a student loan? 

Then this is an episode you won’t want to miss!

To bring you greater clarity around student loans, Iván Watanabe sits down with GradFin’s senior business development associate Joe McGrath for today’s episode. Joe explains GradFin’s role around applying, refinancing, and forgiving student loans and shares some must-know insight about this type of loan.

In this episode, you will learn:

  • How GradFin helps clients with their student loans 
  • Joe’s advice to those applying for student loans 
  • The difference between private and federal loans 
  • About the Public Service Loan Forgiveness program
  • And more!

From refinance to forgiveness, tune in today and learn everything you need to know about student loans in today’s marketplace!

Resources:   

Opus Private Client, LLC | Iván Watanabe | GradFin | Refinance | Team | Joe McGrath: (267) 703-4726 ext. 109


Retirement Threats — Part 4 — With Russell Carpentieri



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!

Retirement Threats Mini-Series:  Part 1 | Part 2 | Part 3

Resources:  Opus Private Client, LLC | Iván Watanabe | Russ Carpentieri


Instilling Work Ethic & Charity Within a Financially Advantaged Family



While we work hard to provide financial security for our children, it’s still important that we set them up for success by guiding them towards the right financial mindsets and behaviors.

In this episode, Iván Watanabe and Lou Mohn explore ways we can teach our kids crucial financial lessons — even when they’re raised in a financially secure environment. Lou shares his personal insight and tips for parenting around finances and reveals the financial lessons he’s taught his sons along the way.

In this episode, you will learn:

  • Early financial lessons Lou Mohn taught his children
  • Why you should let your child make mistakes
  • The importance of your child’s happiness
  • How to teach your kids about charitable giving
  • And more!

Discover concepts both parents and children should know in this episode of Wealth Style Podcast!

Resources: Opus Private Client, LLC 


How to Take Your Golf Game to the Next Level — With Tom Patri



Are you ready to drive your golf game to the next level?

If so, tee up this episode of the WealthStyle Podcast and get ready to learn from Tom Patri himself! 

As one of the top 100 golf teachers in America, Tom joins Russ Carpentieri to share actionable tips that amateur golfers can use to improve their game and reveals the ways golf has impacted our psychology and technology.

In this episode, you will learn:

  • Why you need quality golf equipment 
  • Tom’s virtual golf teaching approach 
  • The importance of maintaining a proper golf practice regime 
  • How golf has helped foster family relationships
  • And more!

Tune in now to learn how you can upgrade your golf game today!

Resources:  Opus Private Client, LLC | Tom Patri Golf Services 


From Collecting Wine to Virtual Tastings: Wine 101 — With Sarah Tracey



Are you a wine lover? Or, do you not know much about wine, but want to discover more about it?

If so, then this episode is for you!

Today, Iván Watanabe joins wine expert and certified sommelier, Sarah Tracey. To help you learn everything you need to know about wine, Sarah shares everything from her wine secrets to her tips and tricks for learning about your favourite type of wine.

In this episode, you will learn:

  • About the rise of virtual wine tastings
  • The difference between old world wine and new world wine
  • Wine etiquettes  
  • How to start your own wine collection
  • And more!

Are you ready to perfect your wine knowledge? Grab a glass and tune in now! 

Resources:  Opus Private Client, LLC | The Lush Life | Lush Life Instagram


How to Protect Your Income with Disability Insurance



Over the past several months, COVID-19 has left more people than ever questioning how they can protect their income.

To help you better understand your options, Iván Watanabe explores the value of disability insurance in today’s episode. In this information-packed episode, Iván dives into the value of this type of insurance and what you need to know about the ways it can protect you.

In this episode, you will learn:

  • Why you need to understand the definition of “disability”
  • The different types of disability insurance
  • What to think about when looking for disability insurance
  • About the process of getting disability insurance
  • And more!

Tune in now to learn more about disability insurance and why you should get it sooner rather than later!

Resources: Opus Private Client, LLC 

 


What it’s Like Working With Opus Private Client



As an Opus Private Client planner and partner, Lou Mohn provides clients with personalized comprehensive financial planning by drawing not only on his knowledge and expertise, but also on his first-hand experience in working with Opus PC as a client himself.

Today, Lou joins Iván Watanabe to share his experience of working with Opus PC as a client, and why it inspired him to pursue a career as an advisor so he, too, could provide clients with the wealth, lifestyle, and purpose they seek.

In this episode, you will learn:

  • How working with Opus PC changed Lou’s life
  • What the Opus PC planning process looks like
  • Why time spent planning up front will provide you value later on
  • How Opus’ planning can help you get through hard times 
  • And more!

Tune in now to learn about Lou’s journey with Opus PC — and what their planning process could bring you, too, as an Opus PC client!

Resources: Opus Private Client, LLC

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From the Election to COVID-19: Investing in Today’s Environment



With the presidential election just around the corner and the COVID-19 crisis continuing on, 2020 has brought a time of uncertainty for many investors.

To explore our current environment and the investment planning that should go along with it, Iván Watanabe joins Robert Pruett in today’s episode. Robert shares what has been happening as a result of the global pandemic, both in the market and for clients. He also reveals how some of OPUS’ planning ideals have helped clients weather the short-term craziness of the year, all the while staying on track with their long-term plans.

In this episode, you will learn:

  • How the market has changed as a result of COVID-19
  • Three buckets you should consider putting money into
  • Benefits of hiring a professional financial planner
  • The importance of understanding your personal tax rate
  • And more!

Tune in now and discover how COVID-19 has impacted the investing landscape — and what you as an investor should keep in mind during this time of uncertainty!

Resources: Opus Private Client, LLC

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COVID-19: What’s Happening on the Hill? — With Joshua Caron



When it comes to the physical and economic impact of COVID-19, many are questioning what our future could look like, especially from a policy standpoint.

To explore this question, Iván Watanabe joins Joshua Caron for today’s episode. As the vice president of legislative affairs at AALU & GAMA, Joshua shares his insight into the government’s reaction to the economic crisis created by COVID-19, the possible repercussions of the government’s financial aid, and how the government might recuperate post-COVID.

In this episode, you will learn:

  • The impact of the initial COVID relief efforts
  • How current events influence the election
  • About the possibility of liability protection for businesses
  • How the government could recover from the benefits they’ve granted
  • And more!

Tune in now to learn how the government has provided relief throughout the COVID-19 crisis — and what it could mean for the country’s financial tomorrow.

Resources: Opus Private Client, LLC  | AALU and GAMA | Contact Josh Caron


Wills & Trusts: Managing Assets After Death — With Anthony J. Enea



Have you created your will yet? If not, what will happen to your assets when you pass away?

In this episode, OPUS Private Client senior founder Michael Perry joins Anthony Enea, an elder law attorney with years of experience with elder law, wills, trusts and estates, asset protection, and special needs planning. Today, Anthony shares his expertise on the importance of creating a will and the impact it can have on your assets, while also answering common questions about estate planning. 

In this episode, you will learn:

  • The importance of creating a will
  • The difference between a trust and a will
  • How marriage can impact your asset distribution
  • The difficulties with using free online services
  • And more!

Tune in now for your run-down on what you need to know about estate planning with wills and trusts!

Resources: Opus Private Client, LLC  | mperry@opus-pc.com: (914) 825-1024 | Enea, Scanlan & Sirignano, LLP


How Will Socially-Distant Schooling Work?



With the pandemic precautions, returning to school is a concerning issue for many parents. What will their children’s education look like throughout the 2020-2021 school year?

In this episode, Ivan Watanabe is joined by OPUS partner George Papanicolaou and educational consultant Elaine Avinoam. Elaine shares her insight into the changes to schooling due to COVID-19 and the impact it could have on children, both in curriculum and in childrens’  socialization. 

In this episode, you will learn:

  • How schools are adapting to social distancing precautions
  • How childhood socialization will be impacted by hybrid or virtual education
  • What homeschooling could look like when done in “pods”
  • Tips for teachers who are nervous about teaching in this environment
  • The logistics of transitioning from the classroom to virtual learning or a hybrid model
  • And more!

Discover how the 2020-2021 school year will be impacted by COVID-19 precautions. 

Resources: Opus Private Client, LLCElaine Avinoam Consulting

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How to Start Using the Most Overlooked Corporate Benefits



Are you getting the most out of your company benefits?

In this episode, Russ Carpentieri and Iván Watanabe encourage you to stop leaving company benefits on the table and start using them. Find out which benefits people overlook the most, why people don’t enroll for good benefits, and, most importantly, how to start using benefits to your advantage. 

In this episode, you will learn:

  • The importance of understanding your benefits
  • How you can increase your benefits
  • The difference between company benefits and street benefits
  • How to start the enrollment process within your company
  • And more!

Tune in now to learn how to make the most of your company benefits!

Resources:  Opus Private Client, LLC 


Financial Planning Considerations for Young Families



As your life changes, so will your financial planning needs. One major transition that can shift your financial picture is starting a family.

But what should you consider around your financial planning when it comes to starting your family?

Today, Iván Watanabe joins OPUS Private Client’s George Papanicolaou to discuss financial planning considerations for young families. Together, they reveal key questions you should ask when planning for your first child and share planning ideas for after you welcome your first child.

In this episode, you’ll learn:

  • The financial steps you should take when planning for a baby
  • Why you should get your documents in order
  • The importance of locking your child’s social security number
  • How your income plays a role when planning around your child
  • And more!

Tune in now to discover the importance of financial planning when starting your family!

Resources:  Opus Private Client, LLC


Our New Normal: How the Retirement Landscape has Changed — With Rob Pruett



A lot has changed over the years, including our lifespans, goals, and view of what makes the perfect retirement. How is financial planning adapting to this changing landscape?

To examine some of these changes, Iván Watanabe joins wealth advisor Rob Pruett for today’s episode. Together, they discuss the effect COVID-19 has had on retirees and where the future of retirement planning could be heading with younger generations.

In this episode, you will learn:

  • The impact life expectancy has on retirement planning
  • What young people are looking for with their futures
  • The importance of saving early
  • Strategies for after retirement
  • And more!

Tune in now to learn more about the retirement landscape in our current environment and beyond!

Resources:   Opus Private Client, LLC


What the Top Opus Clients Have in Common



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


Meet Your Hosts, Russell Carpentieri and Iván Watanabe



Welcome to the inaugural episode of the Wealth Style podcast!

In this debut episode, get to know your hosts, Russell Carpentieri and Iván Watanabe, and the work they do to help clients at Opus Private Client move their wealth, purpose, and lifestyle forward with clarity and confidence.

In this episode, you’ll learn:

  • What drove Russell to found Opus PC
  • What sets Opus PC apart from other financial planning firms
  • How Opus PC gives back through the Opus Foundation
  • How Russell and Iván define success
  • And more!

Join Russell and Iván now to learn about who they are professionally and personally —  and to find out what’s to come from the Wealth Style podcast!

Resources:  Opus Private Client, LLC | Opus Foundation