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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

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

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

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

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

Strategies for Managing Single Stock Positions with Andrew McCall

1/8/2024
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, … Read More Read More

Duration:00:23:13

Leasing or Buying a Car with Alfonso Ruggiero

12/18/2023
Are you looking at buying or leasing a car in the near future? Understanding the questions to consider could make the road a bit smoother for your purchase. In this episode, Iván Watanabe and Evan Wohl are joined by Alfonso Ruggiero, a former Audi sales executive to delve into the intricacies of purchasing or leasing … Read More Read More

Duration:00:34:55

Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

12/4/2023
Considering Indexed Universal Life Insurance (IUL) but still trying to figure out where to start? You aren’t alone. Social media has promoted its benefits but also some misconceptions which can lead to confusion. In this episode of WealthStyle, Iván Watanabe and Evan Wohl are joined by Bobby Samuelson, Executive Editor at Life Product Review and … Read More Read More

Duration:00:30:11

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

11/20/2023
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

The Timeless Artistry and History of Watches with Rob Weintraub

11/6/2023
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 … Read More Read More

Duration:00:38:27

Current Market Dynamics with Evan Wohl and Rob Pruett

10/23/2023
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 … Read More Read More

Duration:00:40:47

Your Child, Your Choices: Detailing Child Care Options with Emily Bishop

10/9/2023
Being a working parent adds another level of complexity to raising a child. Whether you are a solo parent who works full-time or a parenting duo with demanding jobs, juggling your career alongside childcare is tough. In today’s episode of WealthStyle, we dive headfirst into the intricate world of modern childcare to help ease feelings … Read More Read More

Duration:00:40:54

Planning For Retirement: Social Security and Medicare with Elaine Floyd

9/25/2023
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

How to Protect Your Identity in a Digital World with Mark Cole

9/11/2023
With technology accessing every aspect of life, protecting yourself and your family is more important than ever. How can you prevent hackers from stealing your personal information? In this episode, Iván Watanabe and Evan Wohl are joined by Mark Cole, a digital forensic investigator, in discussing the what, where, when, and how of hackers trying … Read More Read More

Duration:00:46:56

How Effective Conversations Build Great Business Leaders with Chalmers Brothers

8/28/2023
Conversations are at the heart of effective leadership. In this episode, Iván Watanabe and Evan Wohl speak with Chalmers Brothers, best-selling author, and certified personal/executive coach, on the role of conversation within business and leadership development. Chalmers shares his experience helping business owners take their everyday tasks to the next level through effective communication and … Read More Read More

Duration:00:44:07

How to Make Tomorrow Better Today with Hal Hershfield

8/14/2023
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 … Read More Read More

Duration:00:19:31

Tax Strategies for Financial and Retirement Planning

7/31/2023
When building a retirement plan, you need to look beyond your individual accounts. How will each type of account save you money? How will they protect your retirement income from high tax rates? In this episode, Iván Watanabe and Evan Wohl focus on asset allocation and what needs to be considered when creating retirement income … Read More Read More

Duration:00:23:27

How to Stay on Top of Your Fitness Goals with Gideon Akande

7/17/2023
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 … Read More Read More

Duration:00:39:17

An Eye on Investments with Russ Carpentieri

7/3/2023
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 … Read More Read More

Duration:00:20:09

Guaranteed Income for a Happy Retirement with Tom Hegna

6/19/2023
What’s the secret to a happy retirement? If you want to enjoy your retirement to the fullest, you must have a sense of purpose and guaranteed income for the rest of your life. That way, you have something to look forward to every day, without the fear of running out of money! In this episode … Read More Read More

Duration:00:26:16

Teaching Gratitude and Generosity in an Affluent Home

6/5/2023
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 … Read More Read More

Duration:00:27:42