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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

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

Retirement Threats — Part 3 — With George Papanicolaou

2/8/2021
Technology is constantly evolving. While technological improvements enhance our lives in many ways, its progress could also present threats to your retirement. How? Discover the answer in this episode, as Iván Watanabe sits down with George Papanicolaou to explore technology as a retirement threat. George reveals must-know cybersecurity and technology tips and tricks for retirees … Continue reading Retirement Threats — Part 3 — With George Papanicolaou →

Duration:00:12:40

Retirement Threats — Part 2 — With Adam Rolewicz

2/1/2021
While most people know that the market can impact the value of their portfolio, not everybody realizes that other elements, like the sequence in which you withdraw from your investments, can also impact your portfolio’s value. In part 2 of our retirement threats mini-series, Iván Watanabe chats with Adam Rolewicz about the sequence of returns … Continue reading Retirement Threats — Part 2 — With Adam Rolewicz →

Duration:00:12:05

Retirement Threats — Part 1 — With Lou Mohn

1/27/2021
What concerns you most when it comes to your retirement? Today, we launch a new five-part mini-series on retirement threats and how Opus Private Client helps clients avoid them through our WealthStyle planning process. In part one, join Iván Watanabe and Lou Mohn as they explore health, lifestyle, and financial planning as areas of concern … Continue reading Retirement Threats — Part 1 — With Lou Mohn →

Duration:00:11:32

Instilling Work Ethic & Charity Within a Financially Advantaged Family

1/4/2021
While we work hard to provide financial security for our children, it’s still important that we set them up for success by guiding them towards the right financial mindsets and behaviors. In this episode, Iván Watanabe and Lou Mohn explore ways we can teach our kids crucial financial lessons — even when they’re raised in … Continue reading Instilling Work Ethic & Charity Within a Financially Advantaged Family →

Duration:00:19:37

How to Take Your Golf Game to the Next Level — With Tom Patri

12/21/2020
Are you ready to drive your golf game to the next level? If so, tee up this episode of the WealthStyle Podcast and get ready to learn from Tom Patri himself! As one of the top 100 golf teachers in America, Tom joins Russ Carpentieri to share actionable tips that amateur golfers can use to … Continue reading How to Take Your Golf Game to the Next Level — With Tom Patri →

Duration:00:20:59

From Collecting Wine to Virtual Tastings: Wine 101 — With Sarah Tracey

12/7/2020
Are you a wine lover? Or, do you not know much about wine, but want to discover more about it? If so, then this episode is for you! Today, Iván Watanabe joins wine expert and certified sommelier, Sarah Tracey. To help you learn everything you need to know about wine, Sarah shares everything from her … Continue reading From Collecting Wine to Virtual Tastings: Wine 101 — With Sarah Tracey →

Duration:00:41:44

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