Tag: WealthStyle

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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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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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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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Connect with Evan Wohl:

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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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Connect with Iván Watanabe:

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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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Connect with Robert Weintraub:

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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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: 

Connect with Evan Wohl:

Connect with Hal Hershfield:

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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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

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Gideon Akande:

 

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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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Connect with Evan Wohl:

Connect with Russ Carpentieri:

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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:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Russ Carpentieri:

 

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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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Connect with Evan Wohl:

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

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

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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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