Portfolio Manager – WealthStyle Podcast

The Psychology of Love & Money with Dr. Carmela Bennett

By WealthStyle Podcast | March 4, 2024

Talking about money can be challenging for couples. It’s not just about the numbers; it’s about the emotions, values, and power dynamics that come into play.

In the latest installment of WealthStyle, Evan Wohl and Iván Watanabe are joined by licensed psychotherapist Carmela Bennett. Carmela brings her extensive experience to the table, providing insights into how couples can approach their finances in a way that strengthens, rather than strains, their relationship. She offers tips that encourage couples to engage in regular, stress-free discussions that promote transparency and understanding to lead them to a healthier financial future.

Evan, Iván, and Carmela discuss:

Carmela’s experience dealing with different couples
How your history and learned behaviors with money impact your relationship
Strategies for transparency and overcoming negative money beliefs
And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Dr. Carmela Bennett:

About Our Guest:

Carmela Bennett, a psychotherapist with 30 years of experience, has run a private practice in NYC since 2016, specializing in relationships, addiction, anxiety disorders, PTSD, and developmental trauma treatment using somatic experiencing. With a Doctorate in Leadership from Columbia University and a Masters in Marriage and Family Counseling, she is also a certified Somatic Experiencing practitioner and holds a CASAC addiction specialist certification.

In addition to her therapeutic work, Dr. Bennett internationally coaches executives, organizations, and universities, integrating her two decades of experience in human development. Her expertise lies in creating individualized plans for expanding strategic leadership capacities, developing emotional intelligence, and enhancing communication skills, especially under stress and conflict.

Carmela’s lifelong involvement in expressive arts, particularly dance and movement, shapes her passion for integrating creativity into her work, reflecting her focused, intuitive, and creative approach to life.

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Strategies for Managing Single Stock Positions with Andrew McCall

By WealthStyle Podcast | January 8, 2024

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

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Andrew McCall:

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Current Market Dynamics with Evan Wohl and Rob Pruett

By wealthstylepodcast | October 23, 2023

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

Connect with Evan Wohl:

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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