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WealthStyle Podcast

Business & Economics Podcasts

In this podcast we breakdown how to move your wealth, purpose and lifestyle forward with clarity and confidence. Always Forward is this show’s mantra. Enjoy the podcast with host and WealthStyle evangelists, Russ Carpentieri, Iván Watanabe and the rest of the Opus Private Client team.

Location:

United States

Description:

In this podcast we breakdown how to move your wealth, purpose and lifestyle forward with clarity and confidence. Always Forward is this show’s mantra. Enjoy the podcast with host and WealthStyle evangelists, Russ Carpentieri, Iván Watanabe and the rest of the Opus Private Client team.

Language:

English

Contact:

(914) 825-1000


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

12/9/2024
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. … Read More Read More

Duration:00:28:50

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Crafting Profitable Real Estate Investments with Jessica Sigmund

11/18/2024
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 … Read More Read More

Duration:00:26:47

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

10/10/2024
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 … Read More Read More

Duration:00:16:25

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Breaking Down Maternity Leave with Garlande Patz

9/16/2024
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 … Read More Read More

Duration:00:35:14

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

8/21/2024
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 … Read More Read More

Duration:00:27:30

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The Ban on Non-Compete Agreements with Jim Magner

8/20/2024
Non-compete clauses are often seen as essential safeguards for employers to protect their intellectual property. However, did you know that recent Federal Trade Commission (FTC) rulings are set to eliminate most non-competes? This week Iván Watanabe and Evan Wohl sit down with Jim Magner, Head of Thought Leadership for Guardian Business Resource Center (BRC), to … Read More Read More

Duration:00:22:01

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

8/10/2024
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 … Read More Read More

Duration:00:27:52

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

7/29/2024
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 … Read More Read More

Duration:00:33:38

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

7/15/2024
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 … Read More Read More

Duration:00:48:37

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Parenting Tips With Licensed Psychologist, Dr. Judith Adamo

6/17/2024
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 … Read More Read More

Duration:00:36:28

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Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions

6/3/2024
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 … Read More Read More

Duration:00:47:29

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Working With A Financial Advisor

5/20/2024
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 … Read More Read More

Duration:00:26:53

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A Conversation Between Dads

5/6/2024
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 … Read More Read More

Duration:00:22:18

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Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.

4/22/2024
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 … Read More Read More

Duration:00:27:52

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Legacy Planning and Purposeful Living

4/8/2024
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 … Read More Read More

Duration:00:19:47

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Transforming Spaces with Marialisa of Cyrus Contracting

3/18/2024
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, … Read More Read More

Duration:00:34:47

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The Psychology of Love & Money with Dr. Carmela Bennett

3/4/2024
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 … Read More Read More

Duration:00:28:16

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Strategies for Real Estate Success with Scott Shuman

2/19/2024
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 … Read More Read More

Duration:00:33:43

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

1/29/2024
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 … Read More Read More

Duration:00:27:41

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

1/22/2024
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 … Read More Read More

Duration:00:24:26