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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.

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

How to Protect Your Income with Disability Insurance

11/23/2020
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 … Continue reading How to Protect Your Income with Disability Insurance →

Duration:00:18:46

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

11/10/2020
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 … Continue reading What to Consider When Reviewing Your Attending Physician Contract — With Stephanie J. Rodin, Esq. →

Duration:00:25:34

What it’s Like Working With Opus Private Client

11/2/2020
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 … Continue reading What it’s Like Working With Opus Private Client →

Duration:00:30:15

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

10/19/2020
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 … Continue reading From the Election to COVID-19: Investing in Today’s Environment →

Duration:00:30:49

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

10/5/2020
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 … Continue reading COVID-19: What’s Happening on the Hill? — With Joshua Caron →

Duration:00:35:14

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

9/21/2020
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 … Continue reading Wills & Trusts: Managing Assets After Death — With Anthony J. Enea →

Duration:00:27:57

How Will Socially-Distant Schooling Work?

9/7/2020
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 … Continue reading How Will Socially-Distant Schooling Work? →

Duration:00:31:57

How to Start Using the Most Overlooked Corporate Benefits

8/24/2020
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 … Continue reading How to Start Using the Most Overlooked Corporate Benefits →

Duration:00:15:10

Financial Planning Considerations for Young Families

8/10/2020
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 … Continue reading Financial Planning Considerations for Young Families →

Duration:00:25:49

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

7/27/2020
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 … Continue reading Our New Normal: How the Retirement Landscape has Changed — With Rob Pruett →

Duration:00:38:34

What the Top Opus Clients Have in Common

6/3/2020
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 … Continue reading What the Top Opus Clients Have in Common →

Duration:00:25:17

Meet Your Hosts, Russell Carpentieri and Iván Watanabe

6/3/2020
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 … Continue reading Meet Your Hosts, Russell Carpentieri and Iván Watanabe →

Duration:00:36:25