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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

What You Should Know About Assets After Death with Rob Pruett

5/16/2022
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 … Continue reading What You Should Know About Assets After Death with Rob Pruett →

Duration:00:27:48

A Conversation Around Global Oil and Gas with Nikolaos Kontos

5/2/2022
After severing oil trade with Russia, President Biden plans to increase U.S. oil production from 11.8 million barrels to 12.8 million. In the short-term, this will provide gas for individuals and farmers. However, the long-term outlook remains uncertain. In this episode, Iván Watanabe & George Papanicolaou join Nikolaos Kontos, head of operations at Concord Maritime. … Continue reading A Conversation Around Global Oil and Gas with Nikolaos Kontos →

Duration:00:30:59

The New 1980s Inflation with Rob Pruett

4/11/2022
After maintaining steady inflation of just under 2% for over a decade, America is now seeing the highest inflation rates since the late 1980s. In this episode, Iván Watanabe and Rob Pruett explore the rising interest rates and inflation faced by consumers and businesses. They dive into the state of the economy while revealing ways … Continue reading The New 1980s Inflation with Rob Pruett →

Duration:00:34:17

Planning for Parenthood with George Papanicolaou

3/21/2022
You could read every article and mommy blog and still remain unprepared for the experience of parenthood. Who better to hear from on the topic of financial planning and children than financial advisors who have kids? In this episode, Iván Watanabe and George Papanicolaou recount their personal experiences with fatherhood, diving into the difference between … Continue reading Planning for Parenthood with George Papanicolaou →

Duration:00:30:26

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

11/15/2021
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 … Continue reading Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick →

Duration:00:42:35

The World of Health Care Benefit Plans With Stefan Carpentieri

10/4/2021
When reviewing your health care benefit plan options, do you have the right information to make the best choice for you? In this episode, Iván Watanabe sits down with OPUS PC’s benefits consultant, Stefan Carpentieri. Stefan explains everything you need to know about health insurance and employee benefits to help you select the optimal coverage. … Continue reading The World of Health Care Benefit Plans With Stefan Carpentieri →

Duration:00:29:53

The Benefits of Equity Awards With Alejandro Azuaje

9/20/2021
Company benefits come in many shapes and sizes. One major way some employees are being compensated today is through equity awards. This is a benefit that is bigger than it appears and is one business owners and employees should take note of. In this episode, Iván Watanabe welcomes Alejandro Azuaje, an investment specialist with OPUS … Continue reading The Benefits of Equity Awards With Alejandro Azuaje →

Duration:00:35:16

What to Know About Moving Across State Lines With Mark Klein

9/6/2021
Moving for work or a new venture can be exciting. But new taxes you may be paying less so. In this episode, the chairman and partner of Hodgson Russ LLP, Mark Klein, joins Iván Watanabe and Russ Carpentieri to discuss the true cost of moving states. Mark explains taxes and auditors when moving, and answers … Continue reading What to Know About Moving Across State Lines With Mark Klein →

Duration:00:28:02

Supercharge Your Career With Julie Harnik

8/23/2021
Over the past eighteen months, our understanding of work as employers and employees has changed dramatically. But that doesn’t mean you can’t build the career you’ve been looking for. In this episode, Julie Harnik, a leadership coach focused on helping individuals and teams maximize their potential, joins Iván Watanabe. Julie discusses how the pandemic has … Continue reading Supercharge Your Career With Julie Harnik →

Duration:00:25:22

A Conversation Around Estate Planning & Taxes with Michael Canarick

7/5/2021
There’s nothing like the peace of mind that comes with having a strategic and comprehensive plan for your future. This is especially true when it comes to your estate plan. In this episode, Canarick & Canarick’s founder and estate planning attorney, Michael Canarick, sits down with Iván Watanabe to discuss the value of having an … Continue reading A Conversation Around Estate Planning & Taxes with Michael Canarick →

Duration:00:32:15

Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers

6/21/2021
When Platinum Premier Global Equity looks to invest, it looks for ways it can help improve its local communities. In this episode, Platinum Premier’s Zameer Upadhya and Chris Chambers join Iván Watanabe to share how the company is working to help people across the United States (and the world) invest in commercial real estate. They … Continue reading Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers →

Duration:00:43:29

Must-Know Business Exit Planning Considerations With Jeremy Suarez

6/7/2021
New Jersey financial consulting firm Tomoro LLC possesses a distinct ability to manage business owners’ financial choices in a way that will help them reach their desired long-term wealth goals. How do they do it? Find out in this episode, as the firm’s managing partner and director of financial planning, Jeremy Suarez, introduces Tomoro’s role … Continue reading Must-Know Business Exit Planning Considerations With Jeremy Suarez →

Duration:00:25:10

Resuming Air Travel in the Era of COVID-19 With MilesAhead – With Rob Karp

5/24/2021
With summer just around the corner and vaccination rollouts ramping up, some countries are starting to lift their restrictions, and slowly but surely, the travel world is beginning to return. In this episode, MilesAhead’s CEO and founder, Rob Karp, sits down with Iván Watanabe to explain his travel agency’s approach to travel resumption and to … Continue reading Resuming Air Travel in the Era of COVID-19 With MilesAhead – With Rob Karp →

Duration:00:22:07

Bajraktari Realty’s Diverse Real Estate Approach — With George Papanicolaou, Florim, and Gani Bajraktari

5/10/2021
Bajraktari Realty Management is a multifaceted company that owns and operates over 70 buildings throughout the Bronx, Manhattan, and Yonkers area. After spending over 25 years servicing the New York real estate market, they have learned a thing or two about residential and commercial real estate. Today, Bajraktari Realty’s Florim and Gani Bajraktari join Iván … Continue reading Bajraktari Realty’s Diverse Real Estate Approach — With George Papanicolaou, Florim, and Gani Bajraktari →

Duration:00:35:40

Navigating the World of Mortgages — With Pat Tobin

4/26/2021
Getting a mortgage for your new home shouldn’t drain the joy out of accomplishing a lifelong goal. That’s why Cardinal Financial Company works to create a better mortgage experience so that your home buying process is simple and easy to navigate. Today, Iván Watanabe sits down with the firm’s loan originator, Pat Tobin. Pat breaks … Continue reading Navigating the World of Mortgages — With Pat Tobin →

Duration:00:35:15

What You Need to Know About Medicare — With Jim Ryan

4/12/2021
It’s never too early to start planning for your Medicare coverage. If you’re ready to start thinking about your coverage, join Iván Watanabe in this informative episode as he sits down with Opus PC’s resident Medicare expert, Jim Ryan. They break down everything you need to know to understand the many parts of Medicare, including … Continue reading What You Need to Know About Medicare — With Jim Ryan →

Duration:00:24:31

Designing Your Next Phase of Life: Retirement — With Kaplan Mobray

3/22/2021
Kaplan Mobray is not only a best-selling author, but is also one of the world’s most dynamic and inspirational business speakers. Now, you have the chance to learn some of Kaplan’s expert insight around designing your next phase of life! In this episode, join Kaplan and Iván Watanabe as they discuss how Kaplan transforms lives … Continue reading Designing Your Next Phase of Life: Retirement — With Kaplan Mobray →

Duration:00:28:57

Navigating the Student Loan Marketplace — With Joe McGrath

3/8/2021
Are you someone who has applied, or is planning to apply, for a student loan? Then this is an episode you won’t want to miss! To bring you greater clarity around student loans, Iván Watanabe sits down with GradFin’s senior business development associate Joe McGrath for today’s episode. Joe explains GradFin’s role around applying, refinancing, … Continue reading Navigating the Student Loan Marketplace — With Joe McGrath →

Duration:00:29:14

Retirement Threats — Part 5 — With Rob Pruett

2/22/2021
How can you plan for the retirement you desire when there are many uncertainties that could impact it, like new economic and legislative changes? Find out in this episode, as Iván Watanabe joins Rob Pruett to explore a fifth and final retirement threat, legislative and economic changes. Rob discusses how proactive planning can help address … Continue reading Retirement Threats — Part 5 — With Rob Pruett →

Duration:00:22:11

Retirement Threats — Part 4 — With Russell Carpentieri

2/15/2021
Our lifestyle plays a major role in defining our standard of living. It also impacts how we envision our retirements. That’s why, along with the financial, it’s important to consider lifestyle planning as part of your retirement planning process. In this episode, Iván Watanabe chats with Russell Carpentieri about the lifestyle component of retirement planning. … Continue reading Retirement Threats — Part 4 — With Russell Carpentieri →

Duration:00:12:28