Tag Archives: Planning

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



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 KarpMilesAhead | Team | info@milesahead.co | Sherpa | Coronavirus World Map | Chase Sapphire Reserve | The Points Guy | One Mile at a Time | The Points Mom


Retirement Threats — Part 2 — With Adam Rolewicz



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:  

Opus Private Client, LLC | Iván Watanabe | Adam Rolewicz

 


Retirement Threats — Part 1 — With Lou Mohn



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:  Opus Private Client, LLC | Iván Watanabe | Lou Mohn