Tag: Opus Private Client
What Most People Overlook in Divorce Planning with Meg Priest (Ep. 113)

What Most People Overlook in Divorce Planning with Meg Priest (Ep. 113)

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Divorce is one of the most emotional and confusing transitions someone can face, and most people are not prepared for how overwhelming the process can feel. 

Iván Watanabe and Evan Wohl talk with Meg Priest, founder of Plan for Divorce, about why she created a service that helps women prepare emotionally, financially, and logistically before filing. Meg shares her own experience navigating a non-contentious divorce that still cost over fifty thousand dollars, much of it spent on administrative tasks that could have been handled more efficiently with the right guidance.

She explains why preparation can reduce both legal fees and emotional strain, how checklists and structured planning keep people grounded, and why slowing down before filing may lead to a smoother, less reactive process.

What to expect:

  • How preparation can save money, time, and emotional stress
  • The most common mistakes people make before and during a divorce
  • Why administrative tasks often drive legal costs
  • How Plan for Divorce supports women through structure, clarity, and calm
  • And more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Megan Priest:

About Our Guest:

When my marriage ended, I spent more than $50,000 on my divorce—and about 85% of what I spent wasn’t for legal strategy. It was for administrative work: forms, documentation, and endless process. It turns out I didn’t need a lawyer for all that. I needed a Divorce Organizer. I didn’t have one, so I became one.

After 20+ years leading HR and Talent teams, I know how to bring order and efficiency to complicated situations. Now, I use that same skill set to help women take control of the practical side of divorce—organizing their finances, paperwork, and plans so they can spend their money wisely and make clear, confident decisions.

And because divorce is often the catalyst for needing to rebuild or improve finances, I also help clients strengthen their professional foundation—leveraging my insider knowledge from years in hiring and leadership to help women position themselves for better roles, negotiate with confidence, and step into careers that truly support their next chapter.

I believe preparation is power. The more organized you are, the less you’ll spend—and the more peace you’ll have.

Now I help women get organized before they file — so they can spend less, stress less, and make clear, confident decisions through one of the hardest transitions of their lives.

Outside of work, I’m a mom to a son and daughter and my two wonderful former step-sons (now adults). Family needn’t be defined by legal documents. I’m also an avid kayaker—there’s nothing like time on the water to reset, refocus, and remind me what matters most.

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Reflecting on 2025 and Looking Forward: Growth, AI, and What’s Next

Reflecting on 2025 and Looking Forward: Growth, AI, and What’s Next

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What does it take to turn reflection into forward momentum?

As another year closes, the opportunity to pause and assess becomes more valuable than ever. Looking back at wins, lessons, and shifts can reveal patterns that shape how we approach what comes next.

In this episode, Iván Watanabe and Evan Wohl reflect on their standout moments from 2025, the shifts they’re seeing in client needs and technology, and what they’re prioritizing as they head into 2026. They discuss personal milestones like turning 40, the importance of pushing physical limits, how AI is reshaping work and relationships, and why building community matters more than ever. They also share insights on balancing family, career growth, and staying adaptable in a rapidly changing environment.

Key takeaways:

  • Personal milestones and lessons learned from physical challenges like High Rocks competitions
  • How AI adoption is changing workflows while increasing demand for human connection and in-person events
  • Balancing career growth with family priorities and creating intentional one-on-one time
  • Finding opportunities in emerging platforms like live social shopping and resale commerce
  • The importance of evolving client relationships beyond numbers to become truly irreplaceable
  • And more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

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Your Guide To Student Loans in 2025 with Joe McGrath (Ep. 112)

Your Guide To Student Loans in 2025 with Joe McGrath (Ep. 112)

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Student loans have shifted so many times this year that even well-informed professionals are unsure what rules still apply. 

Iván Watanabe and Evan Wohl talk with returning guest Joe McGrath of GradFin to help bring clarity to a landscape that feels anything but stable right now. Joe explains what borrowers should understand about the SAVE program pause, why PSLF has become harder to navigate, and how the upcoming RAP program could reshape repayment for years to come. 

He also discusses the mistakes that often derail forgiveness and the updated refinancing environment as rates continue to adjust.

What to expect:

  • A simple breakdown of SAVE, IBR, RAP, and how each affects your path to repayment
  • Why PSLF rejection rates remain high and how to avoid common pitfalls
  • When refinancing may make sense again for high earners
  • Guidance for physicians and professionals facing major policy shifts
  • And more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Joe McGrath:

About Our Guest:

Joseph McGrath presents GradFin’s services to financial advisors from coast to coast about the value of meeting with a student loan consultant to help navigate the perfect repayment plan. In addition to his current role in sales and client management, he has additional experience in both the recruiting and non-profit industries. Joseph currently lives in Philadelphia and is a graduate of Temple University’s Fox School Of Business with a BBA in Marketing.

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How to Be an Ally to Parents of Neurodiverse Kids (Ep. 111)

How to Be an Ally to Parents of Neurodiverse Kids (Ep. 111)

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How do you help a child thrive, especially when traditional methods fall short?

In this heartfelt episode, Iván Watanabe sits down with Mindy Coolidge and Meredith Greenwald, co-founders of Up, Up & Away, to talk about Applied Behavior Analysis (ABA), building trust with neurodiverse children, and how true progress happens when empathy leads the way.

As behavior analysts with decades of experience, they share why “happy, relaxed, and engaged” is the gold standard and how their relationship-first model is changing lives, one child at a time.

What to expect:

  • The difference between reinforcement and bribery (and why it matters)
  • Why ABA isn’t “compliance training”, it’s empowerment
  • How parents and bystanders can support children with autism
  • Practical takeaways any parent can use today
  • And so much more!

Connect with Iván Watanabe:

Connect with Up Up and Away:

About Our Guests:

Meredith Greenwald is a Board Certified Behavior Analyst, New York State Licensed Behavior Analyst, New York State Certified Special Education Teacher, and co-founder of Up Up and Away Behavior Analyst PC. She received her BA in Psychology at Lafayette College in 1998 and her MA in Special Education from New York University in 2000. Meredith has 18 years of experience using the principles and practices of Applied Behavior Analysis, working with children diagnosed with Autism and other developmental delays. She excels at developing and implementing programs, social skills training, relationship development, and family training. Meredith lives in Stamford, CT with her husband and two children. She has four dogs – Mabel, George, Pixel, and Cookie.

Mindy Lee Coolidge is a Board Certified Behavior Analyst, New York State Licensed Behavior Analyst, New York State Certified Special Education and General Education Teacher, and co-founder of Up Up and Away Behavior Analyst PC. Mindy has 11 years of experience working with children who have the diagnosis of Autism, have other developmental delays, cognitive impairments, and/or problem behavior. Mindy excels in the areas of: building meaningful relationships with students and their families, speaking as an expert witness/ advocating for a student, administering assessments and creating programming based on the results, collaborating with families and teams for best outcomes, and using the science of ABA to help every child learn in an individualized way that is meaningful, fun, and effective.

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Real Estate the Right Way with Morgan Keim (Ep. 110)

Real Estate the Right Way with Morgan Keim (Ep. 110)

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Most people think the path to wealth is income, and today’s guest, Morgan Keim, thought that, too. But after building food-tech startups for a decade, he realized financial freedom required more than a high-paying job; it required a fundamental shift.

Join host Iván Watanabe and his former high school classmate, Morgan Keim, as they explore how undervalued properties in emerging markets can deliver both purpose and profit. From the concept of “pride of rentership” to AI-powered lease-ups, Morgan is redefining workforce housing and reshaping what it means to build lasting wealth.

Here’s what you’ll learn:

  • Why income isn’t freedom and what to do instead
  • The 4 ways real estate investors get paid (and what most overlook)
  • How to spot distressed assets with hidden value
  • The key mistake most syndicators make after the deal closes
  • And more!

Connect with Iván Watanabe:

About Morgan Keim:

Morgan is the Managing Partner of Ocean Ridge Capital, a real estate private equity firm that specializes in matching high net worth investors with recession-resilient assets to create tax-efficient cash flow and compound wealth. With 15+ years as a former startup executive (having raised over $400M to build and scale food-tech ventures), and over a decade in multifamily real estate investing (across 2,500+ doors), Morgan expertly combines creativity, strategic insight, and decisive action that creates durable wealth for his clients. He is based in Orange County, CA where he lives with his wife and two young daughters. 

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Raising Financially Literate Kids with Dr. Michele Cho Dorado (Ep. 109)

Raising Financially Literate Kids with Dr. Michele Cho Dorado (Ep. 109)

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What if your child could say “investment” before they could spell it?

In this heartfelt and deeply practical episode, Iván Watanabe and Evan Wohl welcome Dr. Michele Cho Dorado, a pediatric gastroenterologist turned financial literacy advocate for kids. Michele shares how her own lack of financial education, despite years of medical training, led her to write a series of children’s books that teach money concepts through stories and play.

Together, they explore how families can normalize money conversations, build values-driven wealth legacies, and raise empowered, financially confident children. It’s not about raising rich kids, it’s about raising capable ones.

Here’s what you can expect from the episode:

  • How financial confidence begins with vocabulary (yes, even at age 3)
  • Why gamifying money works and how to start with bedtime stories
  • The role of family values in building generational wealth
  • Navigating tough conversations about inheritance and entitlement
  • And more!

Previous Episodes of Interest: 

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Dr. Michele Cho Dorado:

About Our Guest:

Dr. Michele Cho Dorado is a physician, author, entrepreneur, and advocate for empowering children through financial literacy. As the founder of Bright Futures EDG (Empower Develop Grow), she inspires through storytelling and actionable strategies that connect wealth building with family values, leadership, and legacy. She is the author of Mimi’s Money Book series, which introduces core money concepts to kids.

She has hosted the Prosperous Kids Summit for the past 2 years, an annual event that brings together experts to help parents raise financially grounded and confident children. She has had numerous publications and speaking engagements, cofounded the Physician Entrepreneur Exchange, and is also an active real estate investor. 

However, her most important role is that of mom to her two young kids and wife to her husband. Through it all, Michele’s mission remains the same – to empower young minds and build wealthy futures.

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What To Know When Handling a Parent’s Passing with Lou Mohn (Ep. 108)

What To Know When Handling a Parent’s Passing with Lou Mohn (Ep. 108)

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When Lou Mohn’s mother passed away, he found himself navigating not just grief, but the full weight of estate, financial, and logistical complexity. 

Despite being a seasoned advisor, Lou was surprised by how many small but critical details were missing, from automatic subscriptions and Social Security clawbacks to safe deposit box keys and the burial plot’s location.

What to expect in this episode:

  • The small financial oversights that drain estates without notice
  • Why even organized families can miss key post-death logistics
  • The emotional and practical burden on surviving family members
  • How to start legacy conversations early (and make them easier)
  • And more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Lou Mohn:

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How to Protect What Matters Most with Mike Silverman (Ep. 107)

How to Protect What Matters Most with Mike Silverman (Ep. 107)

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Most people think insurance is a checkbox. But the truth is, it’s one of the most overlooked and misunderstood tools in protecting your wealth.

In this episode, Evan Wohl sits down with Mike Silverman, President and CEO of Silver Lining Insurance Agency, to explore the hidden risks in property and casualty insurance and why calling an 800 number might leave you dangerously exposed. 

With nearly 40 years in the industry, Mike unpacks why relationships matter, what umbrella policies really cover, and how your insurance strategy should evolve as your life does.

What to expect:

  • Why most people don’t actually know what insurance they have
  • The big red flags of calling the wrong person for coverage
  • Hidden geographic risks in CA, FL, NJ, and TX
  • How to use insurance to protect not just property, but future income
  • And more!

Connect with Evan Wohl:

Connect with Mike Silverman:

About Our Guest:

Michael has spent his entire career in the insurance field. He began his career in 1988 with Guardian’s S&W Agency (now known as Strategies for Wealth). Over the past 30+ years, he has earned a reputation for his industry knowledge and expertise, his commitment to his clients, and his overall passion for his life’s work.

Michael, President & CEO of Silver Lining Insurance Agency, Inc., is responsible for new business development, as well as client relations and sales. He is a committed advisor and helps our clients make educated choices on what product or service best suits their wants. Over the years, his practical experience and proactive approach have allowed him to advise both individuals and businesses on how to identify and manage their level of risk.

Michael holds a bachelor’s degree from George Washington University and Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Insurance Counselor (CIC) designations. Michael was raised in Livingston, New Jersey, and returned to raise his family. In 2019, Michael and his wife of 30 years, Daena, moved to West Orange, NJ. 

Through the years, Michael has been an active member of numerous township committees and has sat on the Board of his local synagogue, where he served two terms as President. In 2012, Michael was elected Councilmember to the Township of Livingston, and in 2014 and 2015, he served as both Mayor & Deputy Mayor. Michael is also active in several other philanthropic endeavors.

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What Most Doctors Get Wrong About Longevity with Dr. Tracy Gapin (Ep. 106)

What Most Doctors Get Wrong About Longevity with Dr. Tracy Gapin (Ep. 106)

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Dr. Tracy Gapin used to be a high-powered urologist running a fast-paced surgical practice. But after hitting a wall, burnout, brain fog, and a crushing sense of disconnection, he pivoted. 

This episode dives into Dr. Gapin’s powerful personal story and the evolution of his work at the Gapin Institute, where he’s now redefining health optimization through personalized medicine, wearable tech, and data-driven coaching.

He and Iván discuss the emotional toll of the traditional healthcare system, the emerging power of diagnostics and HRV tracking, and how doctors can escape burnout by building practices around purpose, not just patients.

What to expect:

  • Why “one size fits all” medicine is failing high performers
  • How to track your health like a CEO tracks their business
  • The truth about wearables and what metrics actually matter
  • How physicians can turn their expertise into high-impact ventures
  • And more!

Resources:

Connect with Iván Watanabe:

Connect with Dr. Tracy Gapin:

About Our Guest:

When Dr. Tracy Gapin was 9 years old, he traced the flow of blood through the heart in a science class and felt instantly fascinated, not just by how the body worked, but by the idea that he could one day help others stay strong, resilient, and fully alive.

He earned his medical degree at UT Southwestern in Dallas and completed a residency at the University of Florida. He chose urology because it brought together surgical precision and men’s health. He saw it as a way to support men through vulnerable, high-stakes moments and help them reclaim their confidence and quality of life.

Around 2010, he felt stuck in a system that rewarded volume over value. The long hours, hospital bureaucracy, and lack of freedom began to take their toll. Tracy wanted more, not only for himself, but also for his patients and his family.

So he did what he always does, and went all in. For nearly 10 years, he learned everything he could from the best experts in the world about business, longevity, performance, and functional health. Then, in 2018, while still at his urology practice, he founded the Gapin Institute to redefine what healthcare could look like. He merged precision medicine, diagnostics, and performance optimization into an integrated model to help people live and lead at their highest level.

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How Sequence of Return Risk Could Impact Your Retirement Income (Ep. 105)

How Sequence of Return Risk Could Impact Your Retirement Income (Ep. 105)

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It’s not market volatility or inflation. It’s not even longevity. The greatest threat to your retirement is something most people have never heard of: sequence of return risk.

In this episode of The WealthStyle Podcast, Evan Wohl and Adam Rolewicz reveal the hidden math of early market losses and why two retirees with the same savings can face drastically different futures.

You’ll learn why the timing of your returns matters more than the average, what a buffer asset is and how it works, and how you can design a plan that turns your retirement savings into lasting income with confidence and clarity.

What to expect:

  • What is ‘sequence of return risk’ and why does it matter
  • Why average return is a misleading metric in retirement planning
  • Real examples of how early losses can wreck a portfolio
  • How to use buffer assets to preserve income and legacy
  • And more!

Previous Episodes of Interest:

Connect with Evan Wohl:

Connect with Adam Rolewicz:

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Why Top Colleges Are Rejecting ‘Perfect’ Students with Kate Stone (Ep. 104)

Why Top Colleges Are Rejecting ‘Perfect’ Students with Kate Stone (Ep. 104)

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What if everything you think you know about college admissions is wrong?

In this electrifying episode, Iván Watanabe and Evan Wohl sit down with Kate Stone, founder of Kate Stone Prep, to unpack why getting into college and building a meaningful life takes more than grades and a good essay. Drawing from her roots in acting, global teaching experience, and years of mentoring students through transformative projects, Kate explains how real-world skills, big goals, and personal authenticity are redefining the college prep game.

She doesn’t just coach students to write their best essays; she coaches them to live their best stories.

What to expect in this episode:

  • Why AP classes and volunteer hours are no longer enough
  • How “special projects” and mentorship open doors beyond academics
  • The shocking truth about how few students are prepared for real life
  • A behind-the-scenes look at building college essays that stand out
  • And so much more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Kate Stone:

About Our Guest:

Kate Stone is an Experienced College Admissions Consultant and College Essay Coach. Kate received her B.S. in Education and a minor in Creative Writing. She continued on as a teaching fellow in Asia. Kate transformed her passion for storytelling into actionable strategies for the college admissions process, essays, and the application as a whole. Her program coaches students to develop and strategize their most powerful narratives based on their individual ideas and achievements.

Some of Kate’s strategies include: Creating a Balanced College List, How to Choose an Essay Topic, College Essay Format: Narrative Structure vs. Montage Structure, How to Approach the Additional Information Section and Why it’s Important, Tackling the ‘Why Us’ Essays. Kate’s students have been accepted to Harvard, Yale, Columbia, Stanford, University of Chicago, NYU, Brown, Berkeley, UPenn, USC, UCLA, The New School, Northwestern, Duke, Emory, and American University of Paris.

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Lessons From the Front Lines of Cybersecurity and Entrepreneurship with Dan Singer (Ep. 103)

Lessons From the Front Lines of Cybersecurity and Entrepreneurship with Dan Singer (Ep. 103)

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What does it take to lead in a world where your adversaries are invisible?

In this candid conversation, host Evan Wohl sits down with Dan Singer, founder and CEO of cybersecurity firm Reveald, to talk about the realities of building a company that fights on digital battlefields every day. But this isn’t just a tech story, it’s a human one.

Dan shares his journey from college side hustles to leading high-stakes innovation in cybersecurity, and the lessons he’s learned along the way from hiring for scar tissue, to designing a mission-driven culture, to raising a family while building something meaningful.

What to expect in this episode:

  • How cybersecurity is evolving—and why simplicity is the new standard
  • The scar tissue of entrepreneurship: when to pivot, when to persist
  • Hiring “battle-ready” people who align with your mission
  • Designing life intentionally, not just a business
  • And more!

Connect with Evan Wohl:

Connect with Dan Singer:

About Our Guest:

Dan Singer is the CEO of Reveald and a recognized visionary in the cybersecurity space. With a career defined by bold leadership and innovative thinking, Dan has positioned Reveald at the forefront of proactive cybersecurity solutions. He believes cybersecurity should be more than just a defensive measure, it should be aligned with proactive security strategies to get ahead of the growing threat adversaries possess.  Aligning strategic drivers that have the potential to impact the business, building resilience, and being on the cutting edge of defensive strategies. Dan’s leadership is characterized by a relentless focus on turning complex security challenges into streamlined, scalable opportunities. His strategic merger of Reveald with Epiphany Systems created a powerhouse alliance, combining advanced threat modeling with next-generation technology to deliver unmatched cyber risk reduction at scale. Throughout his career, Dan has championed the idea that businesses don’t have to live in fear of cyber threats. Instead, he empowers organizations to approach security with confidence, ensuring clarity and speed in decision making for security operators. Under Dan’s guidance, Reveald continues to redefine what’s possible in cybersecurity, bridging the gap between proactive and defensive strategies.

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Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 2 (Ep. 102)

Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 2 (Ep. 102)

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In sports, a great coach can transform a team. In business, the same is true for a great leader.

Iván Watanabe and Evan Wohl continue their conversation with sports psychiatrist Jorge Aguilar, diving deeper into the psychology of leadership and what high-performing athletic teams can teach executives and entrepreneurs about building culture, hiring effectively, and driving growth.

Instead of obsessing over wins, Jorge encourages leaders to focus on alignment, excellence, and psychological safety. Because when people feel safe and valued, they can thrive.

What to expect from this episode:

  • Why “don’t mess up” cultures limit performance
  • How to hire for core values, not just skill sets
  • What psychological safety looks like at work
  • A surprising connection between coaching styles and self-awareness
  • And more!

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Dr. Jorge Aguilar:

About Dr. Jorge Aguilar:

Dr. Aguilar is a board-certified psychiatrist providing mental performance training and talk therapy to athletes in collegiate, Olympic, and professional sports. He is the team sport psychiatrist to New York City FC in Major League Soccer (MLS) and a consultant to Major League Baseball (MLB) on mental health and mental performance. He also participates in the MLB Rookie Development Program, assisting young players transitioning to the Major Leagues. He is an Assistant Professor of Psychiatry and Behavioral Sciences and the Director of Sport & Performance Psychiatry at Montefiore-Einstein. He trained in Pediatrics at the Children’s Hospital of Philadelphia and completed a Psychiatry Residency and Child & Adolescent Psychiatry Fellowship at Montefiore Medical Center in New York. Dr. Aguilar specializes in the assessment and treatment of psychiatric conditions commonly seen in sports, and uses a unique hybrid of sport psychology and evidence-based talk therapy to help athletes elevate their performance in sport and daily life.

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Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 1 (Ep. 101)

Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 1 (Ep. 101)

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Discover how the mindset of elite athletes can help you perform better at work and in life.

In this episode, Iván Watanabe and Evan Wohl sit down with Dr. Jorge Aguilar, a board-certified psychiatrist and mental performance coach to NYCFC and MLB players, to explore how proven mental strategies from the world of sports can boost focus, resilience, and productivity in your everyday routine. From managing pressure to staying focused and building resilience, this episode connects the dots between sports psychology and everyday professional success.

Gain valuable insights such as:

  • Techniques for addressing self-doubt and negative thoughts in both sports and business settings [04:38]
  • The myth of constant positivity and how elite performers manage doubts [07:50]
  • Ways to enhance performance through daily habits like mindfulness and nutrition [17:50]
  • The importance of resilience and grit in achieving both personal and professional success [20:22]
  • And more

Connect with Iván Watanabe: 

Connect with Evan Wohl:

Connect with Dr. Jorge Aguilar:

About Dr. Jorge Aguilar:

Dr. Aguilar is a board-certified psychiatrist providing mental performance training and talk therapy to athletes in collegiate, Olympic, and professional sports. He is the team sport psychiatrist to New York City FC in Major League Soccer (MLS) and a consultant to Major League Baseball (MLB) on mental health and mental performance. He also participates in the MLB Rookie Development Program, assisting young players transitioning to the Major Leagues. He is an Assistant Professor of Psychiatry and Behavioral Sciences and the Director of Sport & Performance Psychiatry at Montefiore-Einstein. He trained in Pediatrics at the Children’s Hospital of Philadelphia and completed a Psychiatry Residency and Child & Adolescent Psychiatry Fellowship at Montefiore Medical Center in New York. Dr. Aguilar specializes in the assessment and treatment of psychiatric conditions commonly seen in sports, and uses a unique hybrid of sport psychology and evidence-based talk therapy to help athletes elevate their performance in sport and daily life.

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Sonie Skogerson’s Journey on Building a Business with Heart & Hustle (Ep. 100)

Sonie Skogerson’s Journey on Building a Business with Heart & Hustle (Ep. 100)

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In this inspiring and relatable episode, Evan Wohl chats with Sonie Skogerson, a Budget Blinds franchise owner who turned a leap of faith into a thriving business. Sonie shares how she launched her window treatment company with minimal training, the value of early marketing hustle, and how her love for fabric and design fueled her first projects.

She dives deep into the support system provided by the franchise, including a strong coaching culture that evolves as your business grows. From tackling early challenges like cash flow and closing rates to navigating tariffs and scaling with the help of community and peer groups, Sonie highlights the power of mentorship, consistency, and social media—especially Instagram—as key drivers of success.

This conversation is packed with valuable takeaways for any entrepreneur, especially those navigating franchise ownership, marketing on a budget, and building a referral-based business.

Key takeaways:

  • The unique impact of a support system within a franchise network [00:08:13]
  • The transition from corporate fashion to entrepreneurship and the role of social media in marketing [00:01:49]
  • Tried and tested strategies for generating referrals [00:21:45]
  • An inside look into the essential support networks and business coaching that fuel her growth [00:13:55]

Connect with Evan Wohl:

Connect with Sonie Skogerson:

About Our Guest:

Sonie is a veteran of the fashion industry, having spent over 10 years crisscrossing North America and the globe for some of the biggest names in luxury sportswear.  She brings her energy, keen eye for quality, design, and detail, and an approachable design style to every personal consultation with Budget Blinds.  Sonie is an expert at understanding your needs and helping you express your own individual style without going over your budget.  She is a graduate of the Parsons School of Design and has studied at the Fashion Institute of Technology and the London College of Fashion.  Sonie owns three Budget Blinds Franchises in Northern New Jersey & has been covering windows for over 12 years. She is a mother of three and an avid downhill skier.

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How to Strategically Plan for College Costs (Ep.99)

How to Strategically Plan for College Costs (Ep.99)

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How do you ensure your child’s education savings strategy is truly future-proof?

Join Iván Watanabe and Evan Wohl as they dive into education funding strategies beyond the one-size-fits-all solutions. This episode lends insights into using various financial vehicles like 529 plans, UTMA accounts, and whole life insurance, while evaluating their pros and cons.

Iván and Evan discuss:

  • The significance of a flexible strategy over a singular financial product [00:05:00]
  • Comparisons of common education savings accounts, like 529 plans and UTMA accounts [00:18:30]
  • How to leverage whole life insurance for educational funding [00:25:00]
  • The importance of maintaining options and controlling opportunity costs [00:30:15]
  • And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

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The Power of Price Transparency Data in Medical Practice Growth

The Power of Price Transparency Data in Medical Practice Growth

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Is your medical practice reaping the rewards it deserves?

Listen in as Iván Watanabe hosts Mitch Spolan, founder of Payorology, to explore the intriguing intersection of healthcare and economics. Mitch shares his fascinating career journey from architecture to the Internet, and finally to entrepreneurship—where Payorology was born. Learn how this innovative approach can have a ripple effect, benefiting not just the doctors, but staff and patients as well.

Highlights include:

  • Mitch’s inspiring career shift story tied to his family’s interests [00:00:49]
  • The importance of data in negotiating payer rates for medical practices [00:16:35]
  • Unique ways Payorology uses transparency data to assist small practices [00:22:04]
  • Insight into Mitch’s vision for helping practices and communities thrive [00:24:26]

Connect with Iván Watanabe:

Connect with Mitch Spolan:

About Our Guest:

Mitch Spolan is the Founder and CEO of Payorology, where he helps medical practices optimize their payor contract negotiations by leveraging price transparency data. Through his work, he uncovers significant revenue opportunities by analyzing the current contracted rates of local peer practices, providing healthcare providers with actionable insights for successful negotiations.

Before founding Payorology, Spolan served as EVP of Partnerships at Chegg, Inc., leading business development and sales initiatives across multiple business lines. He also held leadership roles at Yahoo! and LivingSocial, gaining extensive experience in interactive media, sales, and marketing while driving growth and innovation.

Beyond his professional career, Spolan served on the Board of Directors for The Advertising Council, Inc., contributing to impactful public service campaigns. He holds both a bachelor’s and a master’s degree in architecture from the University of Florida.

With a deep passion for supporting healthcare providers and a strong background in sales and marketing, Spolan leads Payorology in delivering value-driven solutions that empower medical practices to thrive.

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Building a Business from Scratch with Adam Tesser

Building a Business from Scratch with Adam Tesser

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How can a simple idea transform into a successful business?

Evan Wohl sits down with Adam Tesser, co-founder of Ostrich Chairs, to explore the entrepreneurial journey of two friends who turned a honeymoon discomfort into a national brand. In a candid conversation, Adam shares insights into starting a business, handling early challenges, and staying resilient amid unpredictability.

Tap into your entrepreneurial spirit and discover:

  • The origins of Ostrich Chairs and the initial challenges faced [1:53]
  • Overcoming financial struggles and warehousing solutions [11:03]
  • Transitioning to direct import programs and a pivotal Good Morning America feature [14:29]
  • Reflections on entrepreneurship and future aspirations [23:37]
  • And more

Connect with Evan Wohl:

Connect with Adam Tesser:

About Adam Tesser:

A former commodities options trader, Adam is now the Co-Founder and President of Deltess Corp, the makers of Ostrich Beach Chairs. Proud husband & father of two girls.

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Breaking Free from the Corporate Mold with Chelsea Thaxter

Breaking Free from the Corporate Mold with Chelsea Thaxter

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Have you ever considered leaving the familiarity of corporate life to pursue a passion that truly fulfills you? What if that leap could transform your perspective on success and personal satisfaction?

Evan Wohl chats with Chelsea Thaxter, an executive coach and consultant who traded a decade in corporate law for a journey of connection and personal growth. Chelsea reveals how her transition from law to coaching emerged from a desire to engage more deeply with people and create a meaningful impact in their lives. 

Chelsea discusses:

  • [00:02:04] Her journey from corporate law to executive coaching
  • [00:04:27] The structure of her one-on-one coaching sessions and the common themes she addresses
  • [00:11:53] The challenges and learnings from leaving a structured career to start her own business
  • [00:17:50] Advice for dealing with less-than-ideal work environments and the importance of taking action
  • And more

Connect with Evan Wohl:

Connect with Chelsea Thaxter:

About Our Guest:

Chelsea Thaxter is an executive coach and professional development facilitator and consultant dedicated to empowering professionals to navigate their careers with presence and purpose. Through her practice, she equips her clients to master essential professional skills and lead with authenticity and confidence. Chelsea began her legal career as a corporate lawyer serving as outside general counsel to startup and emerging growth technology companies, while also advising the venture capital firms that invest in them. After practicing law, she led the professional development team at an AmLaw200 law firm. These experiences now inform her coaching and consulting work, enabling her to provide unique insights into professional advancement and leadership. Chelsea holds certifications from the Co-Active Training Institute and the International Coaching Federation. She is also an iEQ9 Enneagram Accredited Practitioner.

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How To Build a Winning Culture with Jeremy Zoll from the Minnesota Twins

How To Build a Winning Culture with Jeremy Zoll from the Minnesota Twins

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What does it take to lead an elite team bursting with talent and ambition?

Iván Watanabe and Adam Rolewicz dive into the world of leadership and organizational culture with Jeremy Zoll, the new General Manager of the Minnesota Twins. They discuss the challenges and strategies involved in shaping a winning sports team while fostering a supportive work culture. Jeremy shares his journey from Assistant GM to GM, offering insights into his leadership philosophy and the realities of guiding top-tier talent. 

Gain insight into how you can build a winning culture as this episode covers:

  • Transitioning from Assistant GM to GM and the challenges faced [00:02:07]
  • Navigating leadership in an organization with diverse personalities [00:07:12]
  • Balancing team success with individual player development [00:12:20]
  • The role of mental health and diverse staff support in performance [00:20:49]
  • Incorporating analytics in player evaluation and development [00:39:25]
  • And more

Connect with Iván Watanabe: 

Connect with Adam Rolewicz:

 

About Jeremy Zoll:

Jeremy Zoll, who was promoted to Vice President in November of 2021, begins his fifth season as an Assistant General Manager and seventh overall with the Twins, after previously serving as Director of Minor League Operations from 2018-19. In his role, Zoll partners with Dr. Chris Camp to oversee the organization’s performance team and drives developmental initiatives in the minor leagues.

Zoll’s professional experience began with a summer internship with the Cincinnati Reds in 2011, which was followed by a video internship in 2012 for Toronto’s minor league affiliate in Vancouver. In 2013, he started working for the Los Angeles Angels of Anaheim, where he coordinated the organization’s efforts in advance scouting.

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Reflecting on 2024: Key Takeaways and Lessons Learned with Iván Watanabe and Evan Wohl

Reflecting on 2024: Key Takeaways and Lessons Learned with Iván Watanabe and Evan Wohl

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Join hosts Iván Watanabe and Evan Wohl as they reflect on the pivotal moments and key lessons of 2024. From embracing the art of living in the moment to setting the stage for a successful and meaningful 2025, this episode of WealthStyle dives into the power of gratitude, curiosity, and intentional growth. 

Iván and Evan discuss:

  • The importance of gratitude and a strong support system in both personal and professional life 
  • The shifting dynamics of modern fatherhood and the value of being present
  • Reflections on the growth of cryptocurrency and its mainstream acceptance
  • The rise of AI and the potential it holds for professional and personal applications
  • Balancing routines and the quest for personal growth amidst family commitments
  • And more

Don’t miss this inspiring conversation that will leave you motivated to take on the new year with purpose! 

Previous Episodes of Interest:

  • A Conversation Between Dads
  • Parenting Tips With Licensed Psychologist, Dr. Judith Adamo
  • Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions
  • The Future of AI Automation with George Papanicolaou and Chris Ward

Connect with Iván Watanabe:

Connect with Evan Wohl:

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How to Secure Funding for Your Startup with Sinohe Terrero

How to Secure Funding for Your Startup with Sinohe Terrero

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When is the right time for your startup to raise funds and how should you go about it?

Managing Partner, Ivan Watanabe welcomes Sinohe Terrero, CFO and COO of Envoy, to explore the current landscape of fundraising for startups. Together, they discuss entrepreneurs’ unique challenges today, share tips on crafting a compelling story for investors, and highlight the importance of having the right team. 

Whether you’re a budding entrepreneur or a seasoned business owner, this episode is packed with insights you won’t want to miss!

Highlights include:

  • Sinohoe’s experience with growth in the tech startup world
  • How companies and founders can navigate the dramatic changes in the fundraising landscape
  • Challenges of adapting to a post-zero-interest-rate world
  • Practical advice on managing startup resources effectively, including focusing on operational efficiency
  • How to avoid pitfalls like over-hiring, and prioritizing investments that drive growth and scalability
  • And more!

Connect with Iván Watanabe:

Connect with Sinohe Terrero:

About Sinohe Terrero:

Sinohe Terrero is an executive with over 20 years of experience in technical accounting, corporate operational finance, data intelligence, SaaS, e-commerce, and public company reporting, with significant expertise in various finance and accounting areas.

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FEATURE
Understanding Gen Z’s Financial Mindset With Alex Azuaje and Harrison Welsh

Understanding Gen Z’s Financial Mindset With Alex Azuaje and Harrison Welsh

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Contrary to popular belief, Gen Z isn’t ignoring their financial future. Instead, they’re investing strategically with a digital-first mindset.

Evan Wohl sits down with fellow OPUS advisors, Alex Azuaje and Harrison Welsh, to dive into the complex financial habits and expectations of Generation Z. They explore how Gen Z’s experiences with key historical events like the 2007 global recession and the 2020 pandemic have distinctly shaped their financial attitudes, creating a generation that’s both skeptical and entrepreneurial. From leveraging side hustles to exploring unconventional avenues like cryptocurrency and real estate, this generation is rewriting the financial rulebook.

Alex and Harrison touch on:

  • The definition and demographics of Gen Z 
  • How Gen Z’s upbringing with technology as digital natives influences their financial choices 
  • Their pragmatic, often skeptical approach to traditional financial structures
  • The impact of historical financial crises on their career and investment strategies 
  • Their entrepreneurial spirit and diversified income streams
  • And more

Resources:

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Connect with Alejandro Azuaje and Harrison Welsh:

About Our Guests:

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.

Harrison Welsh specializes in coordinating the many moving pieces of his clients’ financial lives. He believes in a bespoke approach to financial strategies, offering clarity and insights into cash flow management and progress toward achieving various financial goals. Harrison’s firm employs a macroeconomic approach, integrating all financial decisions through a comprehensive economic model to ensure a cohesive and effective strategy.

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FEATURE
Estate Planning Essentials for High-Income Earners with Joe Biondolillo

Estate Planning Essentials for High-Income Earners with Joe Biondolillo

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Estate planning is often seen as one of the more intricate aspects of financial management, particularly for high-net-worth individuals who face distinct challenges and opportunities when it comes to transferring wealth effectively.

Iván Watanabe and Evan Wohl engage with Joe Biondolillo, president and founder of Biond Financial, to discuss estate planning strategies for high-net-worth individuals. Joe shares practical insights on navigating complex tax laws and leveraging available opportunities.

Joe discusses:

  • Understanding estate tax liability and why everyone should have an estate plan 
  • Steps to discounting assets and how it impacts your estate 
  • Strategic gifting to maximize the current exemption limits 
  • How freezing growth works and why it’s crucial for high net worth portfolios 
  • Addressing capital gains tax implications and potential solutions
  • And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Joe Biondolillo:

About Our Guest:

Joseph Biondolillo brings nearly 24 years of expertise to his role as the founder of Biond Financial. Dedicated to helping professionals, executives, and closely held corporations protect, save, and grow their financial wealth, Biond Financial provides tailored guidance amidst today’s volatile economic landscape. Recognizing that many individuals base financial decisions on trends, opinions, emotions, and online advice, Joseph and his team utilize a unique macroeconomic approach to reveal the full financial picture. This process empowers clients to build and safeguard their wealth while taking control of their economic futures.

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FEATURE
Crafting Profitable Real Estate Investments with Jessica Sigmund

Crafting Profitable Real Estate Investments with Jessica Sigmund

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Managing Partner and host of WealthStyle, Iván Watanabe sits down with Jessica Sigmund, a Licensed Real Estate Agent to explore the world of Airbnb and real estate investments in the tri-state area. Listen as she shares insights into housing market trends, how to make your real estate investments work for you, and tips on managing Airbnb properties effectively.

This episode unpacks the following:

  • The current real estate market and trends in the tri-state area
  • Key strategies for buying, selling, and investing in real estate 
  • Success stories and challenges in the Airbnb market
  • The importance of staging and managing rental properties
  • Understanding the risks and benefits of property investment
  • And more

Connect with Iván Watanabe:

Connect with Jessica Sigmund:

About Jessica Sigmund:

When Jessica Sigmund thinks about real estate, the first words that come to mind aren’t “appraisal,” “closing cost,” or ” adjustable-rate mortgage.” For her, the most important element of real estate is the “human element”. It’s what first sparked her passion for real estate when she was a young girl marveling at the inherent beauty and architecture of homes she saw daily. It’s what incentivized her to join her aunt’s management company, DeLaurentis Management, and work her way up the ranks, learning every component of the industry, until she eventually became a real estate agent. And it’s what makes her a known, loved, and trusted agent who was honored with the Rookie of the Year award in 2018.

One of the most important reasons that home buyers and sellers alike rely on Jessica is because, beyond her knowledge, integrity, sincerity, and business acumen, her top priority is understanding and delivering on her client’s needs. Many individuals enter the extremely overwhelming process of home buying with a dream home and have no idea how to find it. Jessica’s steady commitment to learning every aspect of her client’s goals and her poise under pressure make the experience enjoyable and seamless. Most of all, Jessica’s passion for Real Estate is surpassed only by her desire to help others, because she values the trust her clients place in her to guide them through one of the most important decisions of their lives. She avails herself to clients at any time, ensures that the lines of communication are open and consistent, and offers patience and attentive guidance throughout the process.

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FEATURE
The Impact of the FTC Ruling on Non-Competes With Jim Magner

The Impact of the FTC Ruling on Non-Competes With Jim Magner

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In the fast-paced world of employment law, staying informed is crucial. With significant changes swirling around non-compete agreements, employers and employees must remain vigilant and prepared.

This week Iván Watanabe and Evan Wohl sit down with Jim Magner, Head of Thought Leadership for Guardian Business Resource Center (BRC), to explore the FTC ban on non-competes and what it means for employers and employees alike. They explore the implications of the court’s decision to set aside the FTC’s rule, the responsibilities of employers, and the current legal landscape surrounding non-compete agreements.

Gain insight as Jim shares:

  • Details on how the federal court ruling affected the FTC’s non-compete rule
  • Steps employers can take to inform employees about non-compete agreements
  • Ways employees can navigate the evolving legal landscape surrounding non-compete agreements
  • And more

Resources:

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Connect with Evan Wohl:

Connect with Jim Magner:

About Jim Magner:

Jim Magner is the Head of Thought Leadership for Guardian’s Business Resource Center (BRC). 

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FEATURE
Breaking Down Maternity Leave with Garlande Patz

Breaking Down Maternity Leave with Garlande Patz

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As of 2023, only 27% of private-sector employers offer paid parental leave programs. 

Are you equipped to navigate the rest? 

In this WealthStyle episode, Iván Watanabe and Evan Wohl sit down with Garlande Patz, Head of Absence and Disability Practices at Guardian Life, to cover everything you need to know about maternity leave benefits. You’ll gain key insights into navigating your company’s benefits, understanding state versus federal protections, and practical steps to take when you’re expecting a new member of your family.

Iván, Evan, and Garlande cover:

  • Short-term disability benefits and the Family Medical Leave Act (FMLA)
  • State-specific family leave programs and understanding your eligibility
  • Tips for preparing in advance to avoid stress during maternity leave
  • Understanding different employer, state, and supplemental health benefits for comprehensive coverage
  • And more!

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Garlande Patz:

About Our Guest:

Garlande Patz is the Head of Absence and Disability Practices for group benefits at Guardian Life. Her professional focus is on strategy and growth of Absence products: disability benefits, FML administration, state-paid leave regulations, and ADA.

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FEATURE
The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca

The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca

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With the federal deficit nearing $2 trillion, understanding how these numbers impact your financial future has never been more critical.

Join Evan Wohl as he chats with Jennifer Fox, Vice President of Federal Affairs at Finseca, about the current financial state of the U.S. economy and its political implications. Facing heightened interest rates, substantial federal deficits, and upcoming tax reforms, they explore how these challenges can shape the financial landscape. You will gain insights into the current state of Social Security, Medicare, and strategies to manage long-term care costs, along with understanding the key economic discussions that will influence the 2025 presidential race.

Evan and Jennifer discuss:

  • Jennifer’s background and day to day operations at Finseca.
  • The impact of interest rates on the federal deficit and budget.
  • Possible financial issues facing the country over the coming decades. 
  • The importance of planning for long-term care and baby boomer preparedness.
  • The tax law sunsetting in 2026 and its possible impact on the upcoming election.
  • And more

Connect with Evan Wohl:

Connect with Jennifer Fox:

About Jennifer Fox:

Jennifer Fox is the Vice President of Federal Affairs at Finseca. She leads their lobbying initiatives, advocating for policies that support the financial security profession and educating policymakers and their staff on the importance of comprehensive financial planning, encompassing life insurance, retirement planning, and investments, to serve clients effectively. 

Jen led Finseca’s political advocacy initiatives, which included the Ambassador Program, fly-ins, and political fundraising, including Finseca’s PAC. She is committed to assisting members in becoming politically involved and empowering them to share their stories. 

Jen has spent time at the White House and Capitol Hill, which has helped shape her knowledge of small business, technology, labor, and tax issues. She also serves as the President of The Advocacy Association.

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FEATURE
Common Tax Mistakes for Business Owners and How to Avoid Them With Mike Nulty

Common Tax Mistakes for Business Owners and How to Avoid Them With Mike Nulty

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How do you keep your tax records clean and avoid those dreaded IRS audits? 

This week, Mike Nulty from Matthews & Nulty, Inc. joins Iván Watanabe and Evan Wohl to discuss effective tax strategies for individuals and small business owners. They dive into common mistakes, like poor record-keeping, and provide actionable tips on how to avoid them. 

So, tune in and learn how to keep your financial records clean and stay ahead of potential IRS audits!

Key episode discussion points include:

  • Keeping business and personal finances separate for clear record-keeping
  • The value of using tools like QuickBooks to track business expenses and revenues
  • How regularly reviewing your financials (on a monthly basis) can help you stay proactive rather than reactive
  • Timeline on taking tax deductions and understanding their long-term implications

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Mike Nulty:

About Our Guest:

In early 2015, continuing with the firm’s core values, James Matthews made Michael W. Nulty a partner of the firm. Like James, Michael is also a graduate of Saint Peter’s University, in Jersey City, New Jersey.

Before becoming a partner of the firm, Michael spent seven years working under James, polishing his craft in accounting, auditing and tax. Together, James and Michael have a wealth of knowledge and have helped numerous entities both for profit and not for profit, become successful.

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FEATURE
REPLAY: Planning For Retirement: Social Security and Medicare with Elaine Floyd

REPLAY: Planning For Retirement: Social Security and Medicare with Elaine Floyd

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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:

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Connect with Evan Wohl:

Connect with Elaine Floyd:

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FEATURE
REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

By |

With the typical asset division in investment planning being turned on its head, life insurance could be a beneficial alternative option. 

How does life insurance fit within portfolio planning?

In this episode, Iván Watanabe and Evan Wohl speak with Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators. Together they discuss whole life insurance by exploring the importance of understanding the insurance company and its investment strategies when choosing a whole life policy.

Join the conversation and learn about:

  • How life insurance acts as an alternative investment
  • The complexities of investing in bonds
  • The importance of owning a participating policy from a mutual insurance company
  • How whole life insurance can benefit you as a fixed-income asset class
  • And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Bobby Samuelson:

About Bobby Samuelson:

Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.

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FEATURE
Parenting Tips With Licensed Psychologist, Dr. Judith Adamo

Parenting Tips With Licensed Psychologist, Dr. Judith Adamo

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Are you struggling to maintain a routine with your children while juggling the demands of daily life?

You aren’t alone.

This week on the WealthStyle podcast, Iván Watanabe and Evan Wohl sit down with Dr. Judith Adamo, a Licensed Psychologist who specializes in early childhood development. Throughout their conversation, they explore practical strategies for balancing parenting duties with personal life, especially during stressful situations. 

Listen to gain valuable insights and actionable tips for maintaining patience, modifying routines, and fostering independence in your children.

Key points from this episode include:

 

  • Understanding the importance of slowing down and accommodating your child’s pace and individuality
  • How to demonstrate appropriate courses of action and routines you want your children to emulate
  • Partnering effectively with your spouse to tackle challenges and share responsibilities
  • Acknowledging your mistakes and apologizing to your children to build mutual trust and respect
  • And more!

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Dr. Judith Adamo:

About Dr. Judith Adamo:

Dr. Judith Adamo specializes in neuropsychology and psychoanalysis with a particular focus on developmental concerns, as well as parenting. More specifically, emotional dysregulation and/or attentional dysregulation are of particular interest. Helping families at all stages of life navigate the impact of such characteristics is her passion. She is an instructor at WCSPP whose class is entitled “Psychological Problems in Childhood: A Neurodevelopmental Perspective.” Finally, she is the President of the Psychoanalytic Association of WCSPP whose goal is to facilitate the continued education for members of the institute.

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FEATURE
Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions

Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions

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Curious about Bitcoin but overwhelmed by the noise? Get ready to unravel the complexities of the world’s most talked-about cryptocurrency.

Evan Wohl and Iván Watanabe invite Chet Schwartz, RICP®, a financial advisor at Strategies for Wealth, to demystify Bitcoin. Chet explains how cryptocurrency works, how it differs from traditional fiat currencies, and key benefits and risks that crypto investors should know about.

Watch this episode on our YouTube channel!

Iván, Evan, and Chet discuss:

  • Common terminology related to Bitcoin and blockchain technology
  • What it means to have a decentralized, permissionless network
  • How Bitcoin’s finite supply can potentially contribute to an anti-inflationary environment
  • Cryptocurrency as an asset class in a diversified portfolio
  • Future outlook for Bitcoin’s global adoption
  • And more

Connect with Chet Schwartz:

Connect with Iván Watanabe:

Connect with Evan Wohl:

About Chet Schwartz

Chet’s purpose is to transform and evolve the conversations people have about their personal finances so he can help them achieve financial balance. By making complex topics understandable and creating a safe, judgment-free forum for his clients to ask questions, Chet helps close the gaps in financial knowledge, serves as an informed sounding board, and uncovers any blind spots that may impact their present and future security. Chet has a “Protection First” philosophy, which means that before he looks at any risk-based investment options, protecting and securing his client’s assets and income is the highest priority. Recognizing that each client’s financial picture is different, it is his responsibility to create a broad, goals-based planning experience tailored to meet the unique needs of each individual or business.

Chet is extremely proud of the difference he has made in his clients’ lives, including business owners, Institutional Wall Street professionals, partners of law firms, and C-level executives. His special areas of expertise include estate planning for high-net-worth individuals and business continuity planning.

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FEATURE
Working With A Financial Advisor

Working With A Financial Advisor

By |

Navigating the twists and turns of today’s financial landscape is bound to raise a few questions.

Join Evan Wohl and Iván Watanabe as they delve into some of the most pressing financial queries and scenarios you may be facing in the current environment while highlighting the importance of having a financial advisor to help guide you. 

This conversation reflects on today’s real estate market dynamics, and the implications of interest rate changes, and expands into the broader scope of financial planning and investment strategies. 

Iván and Evan discuss:

  • The impact of the current interest rate environment on buying decisions in the real estate market
  • Strategies for navigating high mortgage rates and understanding the broader historical context of interest rates
  • The growing interest in cryptocurrencies like Bitcoin and how they could fit into contemporary investment portfolios
  • The importance of asset liquidity and preparedness 
  • The value of diversified banking and safeguarding assets
  • And more

Resources:

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FEATURE
A Conversation Between Dads

A Conversation Between Dads

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In this heartfelt conversation, Iván Watanabe and Evan Wohl open up about the joys and challenges of fatherhood as Iván stands on the cusp of welcoming his second child, a baby boy.

With help from his colleague and friend, Evan, a seasoned parent of three, they explore the emotions, preparations, and adjustments that come with expanding a family. Their conversation is rich with insights, laughter, and love for their children as they offer their perspectives on the transformative experience of parenting. 

Highlights from this episode include:

  • The significance of support from family/community (It takes a village!)
  • Anxieties surrounding family expansion and how to prepare for their arrival
  • Financial preparations such as estate planning and college account funding
  • The pursuit of balancing career demands with the responsibilities of parenthood
  • Challenges and triumphs of being a parent and the importance of being adaptable and intentional in their approach
  • And more

Resources:

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FEATURE
Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.

Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.

By |

As a healthcare professional or proprietor of a healthcare practice, your primary focus is safe and legal patient care. Managing the intricacies of healthcare leaves minimal capacity to navigate the complexities of legal matters.

Understanding the legal side of your business is crucial for protection, which is why we invited Stephanie Rodin, Founder and Attorney at Rodin Legal P.C. back for another episode of WealthStyle. 

Join Iván Watanabe and Evan Wohl as they sit down with Stephanie to dive deep into the legal aspects of healthcare practice management, covering employment agreements, patient and employee issues, buying and selling practices, and supplying advice to fellow healthcare practitioners. 

With her extensive experience and focus on ensuring contracts reflect the specialty and protect the practitioner’s rights, this episode is a must-listen for anyone in the healthcare industry.

Iván, Evan, and Stephanie discuss:

  • The significance of tail coverage and how it affects your practice
  • Market dynamics for buying and selling practices including the role of private equity in healthcare
  • The current state of non-competes
  • Key considerations when purchasing equity in a surgical practice, including disaster and disability planning
  • The importance of having detailed discussions and clauses about potential partnership opportunities in employment contracts
  • And more

Resources:

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Connect with Evan Wohl:

Connect with Stephanie Rodin:

About Stephanie Rodin:

Stephanie Rodin. is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting healthcare professionals. 

Starting from a young age, Ms. Rodin has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Ms. Rodin with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.

Ms. Rodin received her J.D. from the New England School of Law in Boston, Massachusetts. Before this, she received a B.S. in Accounting from New York University’s Leonard N. Stern School Of Business. She is also admitted to practice law in New York and New Jersey.

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Legacy Planning and Purposeful Living

Legacy Planning and Purposeful Living

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What legacy will you leave behind?

In this installment of WealthStyle, Iván Watanabe and Evan Wohl discuss the concept of legacy planning and note that legacy planning extends beyond financial contributions and weighs heavily on how individuals choose to have an impact on families, communities, and society through intentional actions and forward-thinking strategies.

They highlight Ruth Gossman, a professor at Albert Einstein College of Medicine who provided free tuition for future students, and how her gift will transcend through generations. Plus their conversation showcases personal stories and examples of how they are harnessing the power of legacy in their lives.

Iván and Evan touch on:

  • The concept of legacy and its impact on future generations
  • The importance of making people feel empowered and valued
  • Ways to create a lasting impact beyond financial aspects 
  • Charitable giving and trust setups
  • And more

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Transforming Spaces with Marialisa of Cyrus Contracting

Transforming Spaces with Marialisa of Cyrus Contracting

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Are you considering a home renovation but feel overwhelmed by the prospect of working with contractors? 

You’re not alone.

In this episode, Iván Watanabe, and Evan Wohl speak with the owner and operator of Cyrus Contracting, Marialisa Zywotchenko, or ML for short. During their discussion, ML unravels the often daunting task of working with contractors, provides advice on establishing a trustworthy relationship with your contractor, and why investing in quality should be a priority. Through sharing first-hand experiences, ML illustrates the dangers of falling for misleading sales pitches, underscores the critical role of experienced subcontractors, and the legal importance of permits. 

After listening to this episode you will have a clearer understanding of how to approach your next renovation with confidence.

Key topics include:

  • How to find the right contractor for your project and budget
  • The most profitable home improvement renos
  • Questions to ask a potential contractor, including license, permits, and insurance
  • Real examples of client mistakes and misfortunes
  • Trends that stand the test of time vs. fads that don’t last
  • And more

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About Marialisa Zywotchenko:

Marialisa is the owner and operator of Cyrus Contracting. She holds two degrees from New York University in Construction and Real Estate Management. She earned her Associate’s degree from the University of Florida. Marialisa worked for several New York City general contracting firms in numerous roles and previously owned and managed her own painting company.

Marialisa has a passion for fine art and interior design as well as building. Her attention to detail sets Cyrus apart from other contractors in the Manhattan/Westchester competitive market.

The way Marialisa approaches the construction project simplifies the process for clients. She looks at the broad scope of the project and addresses each aspect.

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Strategies for Real Estate Success with Scott Shuman

Strategies for Real Estate Success with Scott Shuman

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Are you looking to sell your home and need insight into the current market? 

Want to know what potential buyers are looking for and what you can do to attract them? 

If you’re ready to list your house, make listening to this episode your first to-do!

Join our host Evan Wohl and his guest Scott Shuman, COO of The Sue Adler Team as they discuss the ever-changing real estate landscape. They hone in on how the pandemic and the shift in work habits are nudging folks from the hustle and bustle of city life to the quieter suburbs, and why you might want to hang on to your property as a source of income. 

Should you stay or go? 

Find out as this episode highlights:

  • What caused the shift in the real estate market during Covid
  • How have rising interest rates affected buyer activity and seller hesitation
  • The importance of finding a trusted real estate advisor before making decisions about home improvements or selling
  • Why you should consider holding onto property for rental income
  • Tips and guidance on how to increase the value of your home
  • Insight into the permits and legal requirements for selling/buying
  • And more

Resources:

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About Our Guest:

Scott Shuman, Morristown, grew up in Chatham and has been with The Sue Adler Team since 2010. Scott spearheads all of the team’s operations, and in a nutshell, is responsible for ensuring that the Sue Adler Team runs efficiently and effectively,  with client service always at the forefront, creating the best possible experience for our clients. If you have a conversation with Scott, it will instantly become clear how passionate he is about the real estate industry – he is one of the rare people (besides Sue), who got his real estate license as soon as he turned 18!   Scott has had his hand in almost every role in the industry from working with buyers and sellers to transaction management, to lead conversion to SEO and online marketing and everything in between.

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

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

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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:

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

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

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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:

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Strategies for Managing Single Stock Positions with Andrew McCall

Strategies for Managing Single Stock Positions with Andrew McCall

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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

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Leasing or Buying a Car with Alfonso Ruggiero

Leasing or Buying a Car with Alfonso Ruggiero

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Are you looking at buying or leasing a car in the near future? Understanding the questions to consider could make the road a bit smoother for your purchase.

In this episode, Iván Watanabe and Evan Wohl are joined by Alfonso Ruggiero, a former Audi sales executive to delve into the intricacies of purchasing or leasing a vehicle. Listen as Alfonso offers valuable insights into the negotiation process, the significance of comprehending lease terms, and the various fees associated with such transactions.

Alfonso discusses:

  • Why is it important to negotiate the car price before discussing lease terms
  • What fees are involved in leasing a car
  • His thoughts on putting extra money down on a lease
  • The importance of considering where your car will be serviced 
  • And more

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Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

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Considering Indexed Universal Life Insurance (IUL) but still trying to figure out where to start? 

You aren’t alone. 

Social media has promoted its benefits but also some misconceptions which can lead to confusion.

In this episode of WealthStyle, Iván Watanabe and Evan Wohl are joined by Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators for part two of this Life Insurance mini-series. 

Join the conversation to get a better understanding of:

  • Indexed Universal Life Insurance; it’s benefits and risks
  • Why you shouldn’t always believe what you see online concerning life insurance
  • The difference between Whole Life Insurance and Indexed Universal Life Insurance
  • And more

Resource:

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About Bobby Samuelson:

Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.

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Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

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With the typical asset division in investment planning being turned on its head, life insurance could be a beneficial alternative option. 

How does life insurance fit within portfolio planning?

In this episode, Iván Watanabe and Evan Wohl speak with Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators. Together they discuss whole life insurance by exploring the importance of understanding the insurance company and its investment strategies when choosing a whole-life policy.

Join the conversation and learn about:

  • How life insurance acts as an alternative investment
  • The complexities of investing in bonds
  • The importance of owning a participating policy from a mutual insurance company
  • How whole life insurance can benefit you as a fixed-income asset class
  • And more

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About Bobby Samuelson:

Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.

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The Timeless Artistry and History of Watches with Rob Weintraub

The Timeless Artistry and History of Watches with Rob Weintraub

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For some people, a watch is simply a functional piece of technology that tells them the time. Perhaps it informs them of the weather, their daily step count, and could also remind them to take medication. 

And then there are people like WealthStyle’s host, Iván Watanabe, who considers watches to be a work of art and a luxury piece of jewelry. 

Join Iván and his co-host Evan Wohl as they interview Robert Weintraub, Manager of Manfredi Jewels about the history and rapidly growing interest in watches, and whether it’s worth purchasing a watch as an investment.

Rob shares his expertise about:

  • The benefits of doing research on specific watch models, manufacturers, and brands
  • Why he recommends watches are purchased by personal preference rather than value
  • How the pandemic affected supply and demand for the watch industry 
  • The importance of building a relationship with your local jeweler
  • And more

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About Robert Weintraub:

Experienced Manager with a demonstrated history of working in the luxury goods and jewelry industry. Skilled in Trend Analysis, Luxury Goods, Customer Service, Sales, and Retail. Strong professional with an M.M. focused in Opera Performance from Arizona State University.

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Current Market Dynamics with Evan Wohl and Rob Pruett

Current Market Dynamics with Evan Wohl and Rob Pruett

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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

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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

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

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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:

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

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

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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

How Effective Conversations Build Great Business Leaders with Chalmers Brothers

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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:

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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

How to Make Tomorrow Better Today with Hal Hershfield

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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: 

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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

Tax Strategies for Financial and Retirement Planning

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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:

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How to Stay on Top of Your Fitness Goals with Gideon Akande

How to Stay on Top of Your Fitness Goals with Gideon Akande

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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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An Eye on Investments with Russ Carpentieri

An Eye on Investments with Russ Carpentieri

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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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Guaranteed Income for a Happy Retirement with Tom Hegna

Guaranteed Income for a Happy Retirement with Tom Hegna

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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:


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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

Teaching Gratitude and Generosity in an Affluent Home

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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:

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When Is the Right Time to Buy a House?

When Is the Right Time to Buy a House?

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

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

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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:

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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

Exploring Equity Grants and Their Taxation with Alejandro Azuaje

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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:

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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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FEATURE
How the Secure Act Has Changed Retirement Planning with Joshua Caron

How the Secure Act Has Changed Retirement Planning with Joshua Caron

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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

Connect with Evan Wohl:

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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FEATURE
The Future of AI Automation with George Papanicolaou and Chris Ward

The Future of AI Automation with George Papanicolaou and Chris Ward

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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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FEATURE
How To Get A Sales Job with John P. Davis

How To Get A Sales Job with John P. Davis

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

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

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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

Connect with Iván Watanabe:

Connect with Evan Wohl:

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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FEATURE
Decreasing Investment Loss During Retirement with Dr. Wade Pfau

Decreasing Investment Loss During Retirement with Dr. Wade Pfau

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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:

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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FEATURE
Compound Interest is a Snowball with Evan Wohl

Compound Interest is a Snowball with Evan Wohl

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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

Connect with Evan Wohl:

Connect with Iván Watanabe:

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.

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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FEATURE
The NIL Rule In Student Athlete Profitability with Chris Ward

The NIL Rule In Student Athlete Profitability with Chris Ward

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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 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 traveling and entertaining at their home.

 

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FEATURE
The Fundamental Pieces to Managing Cash Flow with Evan Wohl

The Fundamental Pieces to Managing Cash Flow with Evan Wohl

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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:

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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Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

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If you want to donate to a charitable organization, it’s important to know your options.

In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF). Jen explains how with a donor-advised fund, you can give more to your charity of choice while revealing how to donate before, during, and after retirement through effective tax planning.

Jen discusses:

  • How Essex County contributes to charitable giving 
  • Ways the foundation promotes equity within the community
  • Why community foundations are essential for financial donations 
  • How donor-advised funds increase the value of donations while reducing stress over decision making
  • Where charitable giving fits within retirement planning and IRA minimum distribution 
  • And more!

Connect with Jen Mayo

Connect with Iván Watanabe:

About Our Guest:

As Essex County Community Foundation’s assistant director of gift planning and advisor relations, Jennifer Mayo focuses on building strong relationships with area professional advisors, who play a key role in expanding support for the region’s nonprofit organizations and collaborative efforts to tackle systemic social challenges. She also provides charitable gift planning and support to Essex County donors as they make decisions about their philanthropic giving and consider a donor-advised fund with ECCF.



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FEATURE
Navigating A Disability with Dani Izzie

Navigating A Disability with Dani Izzie

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Despite many individuals experiencing disability firsthand, the topic is not talked about nearly enough by non-disabled individuals. This leads to misconceptions and uncertainty around how to start these types of conversations.

In this episode, Iván Watanabe is joined by Dani Izzie, a social media manager at Spinergy Inc, disabilities advocate, and a proud mother of twins. Dani shares her insight as a person with quadriplegia and highlights the costs of basic living with specialized equipment, how society’s perception of disability impacts social interactions, and more.

Dani discusses:

  • How to correctly approach and refer to disabilities 
  • The social and medical model of disabilities 
  • How she became quadriplegic
  • The financial and emotional struggles she faced after hospitalization
  • Some of the challenges people with disabilities face
  • Why she created the documentary “Dani’s Twins”
  • And more!

Resources:

Connect with Dani Izzie:

Connect with Iván Watanabe:

About Our Guest:

Dani Izzie is an experienced digital strategist with demonstrated skills working in the sporting goods industry and disability community. 



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FEATURE
Expanding Your Influence Through Usable Social Media Content with Mike Manzi

Expanding Your Influence Through Usable Social Media Content with Mike Manzi

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Social media has become a tool for people of all ages and walks of life — from young children to businesses.

When it comes to business, effective social media practices can provide increased outreach to potential clients. 

This week, Iván Watanabe is joined by Mike Manzi, sales coach and founder of MM Sales Consulting. Mike unveils the role of social media as a tool for businesses and outlines the differences between social media platforms, ways to multitask content across multiple platforms, and tips to increase sales actively and passively.

Mike discusses:

  • What drew him to sales management
  • Ways he provides tools, leadership, and coaching for clients to increase sales
  • Why he chose TikTok as a business platform
  • The importance of usable content
  • And more!

Connect with Mike Manzi:

Connect with Iván Watanabe:

About Our Guest:

Mike Manzi is the founder of MM Sales Consulting. Mike is a sales coach who started as a content creator on Tik Tok. From realizing the potential of the platform to increasing followers and coaching businesses and individuals to increase their sales, Mike is all about helping continue business momentum and allowing clients to stop losing deals, keep reps from being B-players, and replace management with leadership.

 



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FEATURE
Financial Planning for Immigrant Families with Dr. Daniel Crosby

Financial Planning for Immigrant Families with Dr. Daniel Crosby

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Like many Americans, Iván Watanabe is a descendant of immigrants. He was born to a Venezuelan mother and a Japanese father, with an extended family on both sides. 

With the majority of his maternal family forced to leave Venezuela and his father’s family still living in Japan, Iván’s family grants him a unique insight as a financial planner.

In this episode, Dr. Daniel Crosby interviews Iván on financial planning and finances for immigrant families. Iván shares his personal experiences and the insights he’s gained from two different cultures. Plus, he reveals the impact both have had on his personal decisions.

Dr. Crosby and Iván discuss:

  • The power of saving and the value of financial skills when moving countries
  • Conflicts between culture and innovation
  • The financial struggle of real estate assets as a landlord 
  • Ways culture influences financial decisions
  • And more!

Resources:

Connect with Dr. Daniel Crosby:

Connect with Iván Watanabe:

About Dr. Daniel Crosby:

Educated at Brigham Young and Emory University, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of the mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled Personal Benchmark: Integrating Behavioral Finance and Investment Management.

He also constructed the “Irrationality Index,” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News.



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FEATURE
What You Should Know About Assets After Death with Rob Pruett

What You Should Know About Assets After Death with Rob Pruett

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Even if you’re one of the over 50% of Americans who doesn’t enjoy planning for their death, starting a plan today will allow your beneficiaries to avoid the challenges caused by a lack of information and preparation.

In this episode, Iván Watanabe and Rob Pruett dive into one of the most important topics in financial planning: What happens to assets after death. Together, they share examples of dividing assets between spouses, the legalities of estate planning, and creating a legacy you can witness.

Rob discusses:

  • The importance of updating your executor and power of attorney
  • How assets can become locked up after death
  • Why you should start your legacy sooner rather than later
  • The shifting taxation of estate planning
  • And more!

Connect with 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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FEATURE
A Conversation Around Global Oil and Gas with Nikolaos Kontos

A Conversation Around Global Oil and Gas with Nikolaos Kontos

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After severing oil trade with Russia, President Biden plans to increase U.S. oil production from 11.8 million barrels to 12.8 million. 

In the short-term, this will provide gas for individuals and farmers. However, the long-term outlook remains uncertain. 

In this episode, Iván Watanabe & George Papanicolaou join Nikolaos Kontos, head of operations at Concord Maritime. Sharing his maritime experience and knowledge of the global oil trade industry, Nikolaos reveals how countries buying and selling oil have been impacted by rising gas prices.

Nikolaos discusses:

  • His journey at Concord Maritime
  • How reserves and release of oil barrels will influence short- and long-term costs 
  • The impact of gas prices on farmers
  • Who might enter the energy market in the future
  • And more!

Connect with Nikolaos Kontos:

Connect with Iván Watanabe:

About Our Guest:

Nikolaos Kontos serves as the director of operations at Concord Maritime. His responsibilities include overseeing the firm’s voyage management, vessel operations, bunker procurement, and post fixture functions. Niko has 15 years of industry experience and holds a US Coast Guard license as a Chief Mate of unlimited tonnage.

 

Historical podcasts are for informational purposes only; the information provided was accurate at the time of recording but may no longer be current.

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FEATURE
The New 1980s Inflation with Rob Pruett

The New 1980s Inflation with Rob Pruett

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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:

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.

 

Historical podcasts are for informational purposes only and may not be our current opinions. Data and rates used were indicative of market conditions as of the date of the recording. Opinions, estimates, forecasts, and statements of financial market trends were based on those market conditions and are subject to change without notice.

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FEATURE
Planning for Parenthood with George Papanicolaou

Planning for Parenthood with George Papanicolaou

By |

You could read every article and mommy blog and still remain unprepared for the experience of parenthood. 

Who better to hear from on the topic of financial planning and children than financial advisors who have kids?

In this episode, Iván Watanabe and George Papanicolaou recount their personal experiences with fatherhood, diving into the difference between expectation and reality. They reveal personal changes in routine and expenses while also sharing the realizations brought by parenthood.

George and Iván discuss:

  • The impact of information on new parents
  • Reasons you should build cashflow early on
  • The importance of accepting a lack of control
  • How basic baby necessities can be considered luxury items 
  • And more!

Connect with George Papanicolaou:

Connect with Iván Watanabe:

About Our Guest:

George Papanicolaou 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.

 

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

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

By |

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

Connect with Iván Watanabe:

Connect with Evan Wohl:

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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FEATURE
Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick

Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick

By |

Do you have a plan in place if you lose some of your key employees? What if you could no longer afford to maintain your key employees and business due to taxes? 

Preparing for any of these scenarios is imperative for all business owners. 

In this episode, Iván Watanabe is joined by Jeremy Suarez, managing partner at TOMORO and Michael Canarick, partner at Canarick & Canarick. Together, they dive into estate taxes for business owners and the cost of the potential new tax law. They also explain how business owners are attracting, rewarding, and retaining key employees through benefit programs and bonus strategies.

Iván, Jeremy, and Michael discuss:

  • How employers are incentivizing key employees to stay
  • Why key man insurance is necessary for any high-level employee
  • What will be impacted by the changes to the tax law
  • How clients can take advantage of the current tax law
  • And more!

Resources:

Connect with Jeremy Suarez:

Connect with Michael Canarick:

Connect With Iván Watanabe:

About Jeremy Suarez:

Jeremy joined Tomoro as a managing partner in 2014. When working with individual households on their wealth creation strategies; the focus is on all areas of wealth accumulation, protection, and distribution.  As a certified exit planning professional, Jeremy supports business owners with a full range of business continuity, succession, and exit planning recommendations; with a core focus of optimizing value.

About Michael Canarick:

Canarick & Canarick was founded by Michael Canarick, an estate planning attorney with a Master of Laws in Taxation from NYU and a member of the New Jersey, New York, and Pennsylvania Bars. Michael has over 15 years of experience in counseling on tax and estate planning matters and developing strategies that will help create and preserve wealth through generations. Michael’s practice consists of reviewing and drafting legal documents for clients and educating them on the various options that exist when it comes to the distribution of their assets.

 

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FEATURE
The World of Health Care Benefit Plans With Stefan Carpentieri

The World of Health Care Benefit Plans With Stefan Carpentieri

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When reviewing your health care benefit plan options, do you have the right information to make the best choice for you?

In this episode, Iván Watanabe sits down with OPUS PC’s benefits consultant, Stefan Carpentieri. Stefan explains everything you need to know about health insurance and employee benefits to help you select the optimal coverage. Listen in as Stefan provides you with valuable information you should think of before considering potential options! 

Stefan discusses:

  • The importance of understanding what healthcare means
  • How to make the best choices for your medical future
  • The four types of healthcare plans
  • The difference between copay and deductibles
  • And more!

Connect with Stefan Carpentieri

Connect with Iván Watanabe:

About our Guest:

Stefan Carpentieri is a Benefits Consultant at Opus Private Client in the New York office. 

 Stefan specializes in employee and executive benefits for the private and non -profit sectors. He works closely with his clients and provides value in cost reduction strategies, renewal and carrier negotiations, compliance, plan design analysis, and account management. Stefan also works closely with the executives of each organization to ensure that their personal planning and risk management aligns with the corporate benefit offerings.

 

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FEATURE
The Benefits of Equity Awards With Alejandro Azuaje

The Benefits of Equity Awards With Alejandro Azuaje

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Company benefits come in many shapes and sizes. 

One major way some employees are being compensated today is through equity awards. This is a benefit that is bigger than it appears and is one business owners and employees should take note of.

In this episode, Iván Watanabe welcomes Alejandro Azuaje, an investment specialist with OPUS Private Client. Alejandro dives into the world of equity awards, explaining what they are, how they work, and how you can make the most out of your equity awards.

Alejandro discusses:

  • Why do companies offer equity awards
  • How you can gain compensation from equity awards
  • The benefits of stock options over shares of stock
  • And more!

Connect with Alejandro Azuaje:

Connect with Iván Watanabe:

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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FEATURE
What to Know About Moving Across State Lines With Mark Klein

What to Know About Moving Across State Lines With Mark Klein

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Moving for work or a new venture can be exciting. 

But new taxes you may be paying less so.

In this episode, the chairman and partner of Hodgson Russ LLP, Mark Klein, joins Iván Watanabe and Russ Carpentieri to discuss the true cost of moving states. Mark explains taxes and auditors when moving, and answers frequently asked moving questions while dispelling myths on how to avoid taxation.

Mark discusses:

  • The 183 day rule
  • How auditors determine your main residence
  • How the pandemic will impact those who moved
  • Myths on how to avoid taxation
  • And more

Resources:

Connect With Mark Klein:

Connect With Russ Carpentieri:

Connect With Iván Watanabe:

About our Guest:

Mark Klein is Hodgson Russ LLP’s chairman and concentrates his practice in New York State and New York City tax matters. He has more than 35 years of experience with federal, multistate, state, and local taxation — and may be best known for his public speaking on tax topics. Mark splits his time between the Firm’s New York City and Buffalo offices.

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FEATURE
Supercharge Your Career With Julie Harnik

Supercharge Your Career With Julie Harnik

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Over the past eighteen months, our understanding of work as employers and employees has changed dramatically. 

But that doesn’t mean you can’t build the career you’ve been looking for.

In this episode, Julie Harnik, a leadership coach focused on helping individuals and teams maximize their potential, joins Iván Watanabe. Julie discusses how the pandemic has shifted our perspective of what the work environment should look like and reveals the career questions you should be asking yourself, no matter how long you have been walking your career path.

Julie discusses:

  • How priorities change
  • The myths we believe when starting a new job
  • How job applications have changed
  • Tips for applying and interviewing for a new job
  • And more

Connect With Julie Harnik:

Connect With Iván Watanabe:

About Julie Harnik:

My passion is helping professionals maximize their potential so that their work (and life!) can be mentally, emotionally and financially fulfilling. I work with individuals, teams and organizations ready to make the inner and outer shifts necessary to propel themselves forward. My ultimate thrill is helping you to make that pivot you’ve only allowed yourself to dream about, or finding the confidence to excel where you are.

Throughout my career, I had found myself in the midst of many leaps. Be it leaping up the ladder, being promoted to Vice President prior to the age of 30. Be it leaping forward in a 15-year career on the cutting-edge of the media, marketing and tech industries working on first-ever initiatives in digital advertising and content marketing with brands such as Procter & Gamble, Disney, the US Olympic Committee, NASCAR and NBC – I even worked with Kermit the Frog!

Throughout these leaps, I consistently found myself either burnt out or bored, with little in between. I looked around one day and thought two things:

~How am I already one of the oldest people in the room?

~Is this going to be enough, for me, for the rest of my career?

It was then that I took a step back and took inventory of what I loved to do – leading others, managing people, creating culture and building experiences – that plus a deep desire to work for myself led me to realize it was time for my biggest leap yet.

And I haven’t looked back since.

Life is way too short not to do the work you love.

I launched my coaching practice because transformational conversations have always been a part of my DNA and I want to spend my time doing what I love – helping others create a career and a life they love. For some, this may mean it’s time to leap into something new. For others, this may mean that it’s time to get more grounded and confident where you have already landed.

One of my favorite things to say – to my clients, to my friends and to myself – is that it is possible to make work work for us. If this sounds like something you want, let’s talk!

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FEATURE
A Conversation Around Estate Planning & Taxes with Michael Canarick

A Conversation Around Estate Planning & Taxes with Michael Canarick

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There’s nothing like the peace of mind that comes with having a strategic and comprehensive plan for your future.

This is especially true when it comes to your estate plan.

In this episode, Canarick & Canarick’s founder and estate planning attorney, Michael Canarick, sits down with Iván Watanabe to discuss the value of having an estate plan. He explains the current estate planning and tax environment and other considerations to help you plan your estate strategically and specifically.

Michael discusses:

  • How estate taxes work & new estate tax laws
  • Generational trusts and how they relate to asset protection and estate planning 
  • How selling or gifting estates can reduce or eliminate estate-related taxes
  • Must-have estate planning documents 
  • And more

Connect with Michael Canarick:

Connect with Iván Watanabe:

About Michael Canarick:

Canarick & Canarick was founded by Michael Canarick, an estate planning attorney with a Master of Laws in Taxation from NYU and a member of the New Jersey, New York, and Pennsylvania Bars. Michael has over 15 years of experience in counseling on tax and estate planning matters and developing strategies that will help create and preserve wealth through generations. Michael’s practice consists of reviewing and drafting legal documents for clients and educating them on the various options that exist when it comes to the distribution of their assets.

Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

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FEATURE
Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers

Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers

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When Platinum Premier Global Equity looks to invest, it looks for ways it can help improve its local communities.

In this episode, Platinum Premier’s Zameer Upadhya and  Chris Chambers join Iván Watanabe to share how the company is working to help people across the United States (and the world) invest in commercial real estate. 

They highlight how the organization’s investments and high-quality real estate improvements can provide stable returns for investors and secure economic assets for communities.

Zameer and Chris discuss:

  • Platinum Premier Global Equity’s mission to provide unique real estate opportunities 
  • COVID-19’s impact on the commercial real estate industry 
  • How real estate creates value for people 
  • Why real estate isn’t a passive investment
  • Reasons to integrate commercial real estate into your overall portfolio 
  • And more

Resources:

Connect with Zameer Upadhya and Chris Chambers:

Connect with Iván Watanabe:

About Zameer Upadhya: 

Zameer Upadhya is Platinum Premier Global Equity’s co-founder and CEO, a real estate private equity firm focused on multi-family and hotel value-add development opportunities. The team improves the properties through hands-on management and targeted value-add initiatives striving for solid returns for investors and strong economic assets for communities.

About Chris Chambers:

Chris is Platinum Premier Global Equity’s CFO. He has been investing in real estate since 2004. His investments concentrated on residential real estate projects, increasing profits, and enhancing cash flow. His background lends him nearly 15 years of relevant financial expertise in real estate, financial planning, long-term planning, capital allocation, capital-efficient profitable growth, auditing, and investment strategies.

Data and rates used were indicative of market conditions as of the date of original publication. Opinions, estimates, forecasts and statements of financial market trends were based on the current market conditions as of the date of recording and are subject to change without notice. Past performance is not a guarantee of future results.

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FEATURE
Must-Know Business Exit Planning Considerations With Jeremy Suarez

Must-Know Business Exit Planning Considerations With Jeremy Suarez

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New Jersey financial consulting firm Tomoro LLC possesses a distinct ability to manage business owners’ financial choices in a way that will help them reach their desired long-term wealth goals.

How do they do it?

Find out in this episode, as the firm’s managing partner and director of financial planning, Jeremy Suarez, introduces Tomoro’s role in helping small, privately-owned businesses successfully plan their business exit. Plus, he shares must-know considerations every business owner should know for a smooth business takeover. 

Jeremy discusses:

  • Tomoro’s approach to helping individuals and their businesses with transition and exit planning 
  • When the right time is to start planning for your business exit
  • Easing the business takeover process with employee retention
  • Common exit planning mistakes 
  • Consequences of not planning your business exit or transition 
  • And more

Connect With Jeremy Suarez:

Connect With Iván Watanabe:

About Jeremy Suarez:

Jeremy joined Tomoro as a managing partner in 2014. When working with individual households on their wealth creation strategies; the focus is on all areas of wealth accumulation, protection, and distribution.  As a certified exit planning professional, Jeremy supports business owners with a full range of business continuity, succession, and exit planning recommendations; with a core focus of optimizing value.

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FEATURE
Resuming Air Travel in the Era of COVID-19 With MilesAhead – With Rob Karp

Resuming Air Travel in the Era of COVID-19 With MilesAhead – With Rob Karp

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With summer just around the corner and vaccination rollouts ramping up, some countries are starting to lift their restrictions, and slowly but surely, the travel world is beginning to return.

In this episode, MilesAhead’s CEO and founder, Rob Karp, sits down with Iván Watanabe to explain his travel agency’s approach to travel resumption and to highlight must-know considerations for when you book your next trip. 

You will learn:

  • Rob’s thoughts on the current travel landscape
  • Three best practices for those who are thinking about traveling abroad
  • How the pandemic has switched the way MilesAhead plans for client travel arrangements 
  • The benefits of using credit card points to book, travel, and do everyday purchases 
  • And more!

Join in and find out how MilesAhead can help you resume your travel sooner rather than later! 

Resources:  Opus Private Client, LLC | Iván Watanabe | Rob Karp |  MilesAhead | Team | info@milesahead.co | Sherpa | Coronavirus World Map | Chase Sapphire Reserve | The Points Guy | One Mile at a Time | The Points Mom

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FEATURE
Bajraktari Realty’s Diverse Real Estate Approach — With George Papanicolaou, Florim, and Gani Bajraktari

Bajraktari Realty’s Diverse Real Estate Approach — With George Papanicolaou, Florim, and Gani Bajraktari

By |

Bajraktari Realty Management is a multifaceted company that owns and operates over 70 buildings throughout the Bronx, Manhattan, and Yonkers area.

After spending over 25 years servicing the New York real estate market, they have learned a thing or two about residential and commercial real estate.

Today, Bajraktari Realty’s Florim and Gani Bajraktari join Iván Watanabe and George Papanicolaou to discuss their roles at the firm. Plus, they offer their latest updates on New York’s residential and commercial real estate market that you don’t want to miss! 

In this episode, you will learn:

  • Who Bajraktari Realty works with
  • Why value and community are so important to Bajraktari Realty
  • The importance of calculating how manageable real estate is 
  • Bajraktari Realty’s unique design process
  • And more!

Join this conversation today and find out what you need to consider before investing or leasing in New York real estate! 

Resources:  Opus Private Client, LLC | Iván Watanabe | George Papanicolaou | Bajraktari Realty Management Company: (914) 290-4848 (White Plains, New York) |  Florim Bajraktari | Florim Bajraktari on LinkedIn | Gani Bajraktari

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FEATURE
Navigating the World of Mortgages — With Pat Tobin

Navigating the World of Mortgages — With Pat Tobin

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Getting a mortgage for your new home shouldn’t drain the joy out of accomplishing a lifelong goal. That’s why Cardinal Financial Company works to create a better mortgage experience so that your home buying process is simple and easy to navigate.

Today, Iván Watanabe sits down with the firm’s loan originator, Pat Tobin. Pat breaks down Cardinal Financial’s transparent and simple approach when providing clients with the home loans they need and provides tips for securing your next mortgage. 

In this episode, you will learn:

  • What you need to know about the current mortgage marketplace 
  • Pat’s advice for those who want to reassess their mortgage situation 
  • The truth about cash out refinancing 
  • Best practices to achieve a quick and seamless loan approval process 
  • And more!

Whether you’re considering a new loan or refinancing, tune in today and discover everything you need to know about today’s mortgage landscape!

Resources:   Opus Private Client, LLC | Iván Watanabe | Patrick Tobin: (508) 274-8645 | LinkedIn | Cardinal Financial Company on LinkedIn

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FEATURE
What You Need to Know About Medicare — With Jim Ryan

What You Need to Know About Medicare — With Jim Ryan

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It’s never too early to start planning for your Medicare coverage. 

If you’re ready to start thinking about your coverage, join Iván Watanabe in this informative episode as he sits down with Opus PC’s resident Medicare expert, Jim Ryan. They break down everything you need to know to understand the many parts of Medicare, including its different parts, its enrollment periods, and common Medicare mistakes. Plus, Jim reviews different considerations around Medicare that will help you achieve clarity around your plan.

In this episode, you will learn:

  • When you should start considering your Medicare options 
  • Why you shouldn’t sign up for Medicare too early, nor too late 
  • The difference between Medicare Parts A and B 
  • About Medicare’s supplemental and advantage plan 
  • And more!

Listen in and learn the basics of Medicare so you can start planning for your coverage today! 

Resources:  

Opus Private Client, LLC | Iván Watanabe | Jim Ryan | Medicare Website | State Insurance Departments 

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

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

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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 

 

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FEATURE
Navigating the Student Loan Marketplace — With Joe McGrath

Navigating the Student Loan Marketplace — With Joe McGrath

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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

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FEATURE
Retirement Threats — Part 5 — With Rob Pruett

Retirement Threats — Part 5 — With Rob Pruett

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How can you plan for the retirement you desire when there are many uncertainties that could impact it, like new economic and legislative changes?

Find out in this episode, as Iván Watanabe joins Rob Pruett to explore a fifth and final retirement threat, legislative and economic changes. 

Rob discusses how proactive planning can help address the risk economic and legislative changes can bring to your retirement so that you can enjoy this life phase regardless of where the market, taxes, interest rates stand. 

In this episode, you will learn:

  • The importance of understanding past and current interest rates 
  • How different tax laws relate to retirement planning 
  • Ways annuities can benefit retirees and pre-retirees 
  • The importance of asset diversification 
  • And more!

Listen today for tips and tricks that can help you secure your retirement despite ever-changing economic rules and regulations! 

Retirement Threats Mini-Series:  

Resources:  

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.

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FEATURE
Retirement Threats — Part 4 — With Russell Carpentieri

Retirement Threats — Part 4 — With Russell Carpentieri

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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: 

Resources:  

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.

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FEATURE
Retirement Threats — Part 3 — With George Papanicolaou

Retirement Threats — Part 3 — With George Papanicolaou

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Technology is constantly evolving. While technological improvements enhance our lives in many ways, its progress could also present threats to your retirement.

How?

Discover the answer in this episode, as Iván Watanabe sits down with George Papanicolaou to explore technology as a retirement threat. George reveals must-know cybersecurity and technology tips and tricks for retirees and pre-retirees and shares ways you can protect your retirement from this type of risk.

In this episode, you will learn:

  • Why you should be planning for technology-related costs 
  • How the senior population is adapting to technological developments 
  • The importance of cybersecurity education for older generations 
  • How retirees and pre-retirees can use technology wisely and securely 
  • And more!

Tune in and discover how you can strengthen your technological literacy for your retirement! 

Retirement Threats Mini-Series: 

Resources:   

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.

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FEATURE
Retirement Threats — Part 2 — With Adam Rolewicz

Retirement Threats — Part 2 — With Adam Rolewicz

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While most people know that the market can impact the value of their portfolio, not everybody realizes that other elements, like the sequence in which you withdraw from your investments, can also impact your portfolio’s value.

In part 2 of our retirement threats mini-series, Iván Watanabe chats with Adam Rolewicz about the sequence of returns risk and how it can affect your retirement. Adam defines this type of risk and its effects and shares ways you can plan ahead for this type of risk. 

In this episode, you will learn:

  • About the sequence of returns risk 
  • How the market impacts the sequence of your returns 
  • Why you should consider cultivating assets outside of the market 
  • The importance of being open-minded when planning for retirement 
  • And more!

Tune in to learn different planning techniques that can help you avoid timing the market — and your retirement!

Retirement Threats Mini-Series:  Part 1 

Resources:  

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.

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FEATURE
Retirement Threats — Part 1 — With Lou Mohn

Retirement Threats — Part 1 — With Lou Mohn

By |

What concerns you most when it comes to your retirement?  

Today, we launch a new five-part mini-series on retirement threats and how Opus Private Client helps clients avoid them through our WealthStyle planning process.

In part one, join Iván Watanabe and Lou Mohn as they explore health, lifestyle, and financial planning as areas of concern for pre-retirees — and how forward-thinking planning can help you address these concerns.

In this episode, you will learn:

  • What retirement means to Lou
  • Lou’s recommendations for achieving longevity and minimizing health risks
  • The importance of planning for certainty 
  • The role of annuities in financial planning 
  • And more!

Tune in and find out how proactive planning can help you enter retirement with confidence and clarity!

Resources: 

 

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.

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FEATURE
Instilling Work Ethic & Charity Within a Financially Advantaged Family

Instilling Work Ethic & Charity Within a Financially Advantaged Family

By |

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 

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

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

By |

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 

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

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

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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

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FEATURE
How to Protect Your Income with Disability Insurance

How to Protect Your Income with Disability Insurance

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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 

 

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FEATURE
What to Consider When Reviewing Your Attending Physician Contract — With Stephanie J. Rodin, Esq.

What to Consider When Reviewing Your Attending Physician Contract — With Stephanie J. Rodin, Esq.

By |

As a new physician, how can you ensure that you’re protected as an employee?

This is something Stephanie Rodin and the Rodin Legal team help physicians with each and every day. 

In this episode, Stephanie joins Iván Watanabe to break down the special considerations healthcare practitioners should keep in mind with their contracts. Stephanie reveals essential things to look out for when it comes to key areas like compensation, benefits, and malpractice coverage. 

In this episode, you will learn:

  • How Stephanie helps healthcare professionals with their employment agreements 
  • What healthcare workers should look for in their contracts 
  • About restrictive covenants and how they can impact your future employment
  • How tail coverage works to protect you 
  • And more!

Tune in to this information-packed episode today and discover key ways you can protect yourself as a physician and as an employee!

Resources:  Opus Private Client, LLC | Stephanie Rodin | Rodin Legal 

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What it’s Like Working With Opus Private Client

What it’s Like Working With Opus Private Client

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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

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

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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

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

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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

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

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

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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

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How Will Socially-Distant Schooling Work?

How Will Socially-Distant Schooling Work?

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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, LLC ❘ Elaine Avinoam Consulting

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How to Start Using the Most Overlooked Corporate Benefits

How to Start Using the Most Overlooked Corporate Benefits

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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 

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Financial Planning Considerations for Young Families

Financial Planning Considerations for Young Families

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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

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

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

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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

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What the Top Opus Clients Have in Common

What the Top Opus Clients Have in Common

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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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Meet Your Hosts, Russell Carpentieri and Iván Watanabe

Meet Your Hosts, Russell Carpentieri and Iván Watanabe

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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

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