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82 episodes
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WealthStyle Podcast Opus PC
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- Business
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.
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REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance
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
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Parenting Tips With Licensed Psychologist, Dr. Judith Adamo
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
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Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions
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
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Working With A Financial Advisor
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
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A Conversation Between Dads
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
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Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.
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