79 episodes

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.

WealthStyle Podcast Opus PC

    • 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.

    Working With A Financial Advisor

    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

    • 26 min
    A Conversation Between Dads

    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

    • 22 min
    Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.

    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

    • 27 min
    Legacy Planning and Purposeful Living

    Legacy Planning and Purposeful Living

    What legacy will you leave behind? In this installment of WealthStyle, Iván Watanabe and Evan Wohl discuss the concept of legacy planning and note that legacy planning extends beyond financial contributions and weighs heavily on how individuals choose to have an impact on families, communities, and society through intentional actions and forward-thinking strategies. They highlight … Read More Read More

    • 19 min
    Transforming Spaces with Marialisa of Cyrus Contracting

    Transforming Spaces with Marialisa of Cyrus Contracting

    Are you considering a home renovation but feel overwhelmed by the prospect of working with contractors?  You’re not alone. In this episode, Iván Watanabe, and Evan Wohl speak with the owner and operator of Cyrus Contracting, Marialisa Zywotchenko, or ML for short. During their discussion, ML unravels the often daunting task of working with contractors, … Read More Read More

    • 34 min
    The Psychology of Love & Money with Dr. Carmela Bennett

    The Psychology of Love & Money with Dr. Carmela Bennett

    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

    • 28 min

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