WealthStyle Podcast

Opus PC
  • 5.0 (6)
  • Investing
  • Updated Semimonthly

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.

  1. 3d ago

    Teaching Kids Financial Literacy Through Everyday Money Conversations with Brian Meisner (Ep. 130)

    Teaching kids about money can feel surprisingly difficult, especially when parents aren’t sure where to begin or how much their children will understand. In this episode, Evan Wohl and Iván Watanabe welcome Brian Meisner, Founder of Cash For Cubs, to explore how families can make financial literacy easier to understand and talk about. Brian shares how Cash For Cubs grew from his classroom experience and private tutoring into a self-paced family program. They also explore budgeting, investing, inflation, credit, cash flow, and why developing comfort with money conversations early can carry into adulthood. Brian discusses: How demand for financial literacy tutoring led him to create the self-paced Cash For Cubs learning program Ways parents can use videos, worksheets, and quizzes to reinforce financial concepts with their children How relatable stories can help children understand concepts such as investing, inflation, credit, and budgeting Why introducing financial literacy at a young age can make money conversations feel more familiar over time Why many adults still struggle to understand their spending, savings, cash flow, retirement accounts, and taxes And more! Connect with Iván Watanabe: Opus Private Client, LLC  iwatanabe@opus-pc.com LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  ewohl@opus-pc.com  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Our Guest: LinkedIn: Brian Meisner Website: Cash for Cubs Instagram: @cashforcubs info@cashforcubs.com  About Our Guest: Brian is the Founder of Cash For Cubs, an educational platform designed to help children build lifelong financial confidence through engaging, age-accessible lessons, activities, and storytelling. He created Cash For Cubs because financial literacy is one of the most important life skills we can teach — yet many children grow up without a strong foundation in money management. His goal is to make conversations about money simple, approachable, and fun for families, educators, and young learners. Through a bear-themed learning journey, Cash For Cubs teaches foundational concepts like saving, budgeting, investing, banking, credit, retirement planning and more through interactive videos, hands-on worksheets, and comprehensive quizzes designed to turn financial education into an experience kids enjoy. Brian believes the earlier we start conversations about money, the more confident and prepared the next generation will be. Beyond building Cash For Cubs, he’s a father to two amazing boys and a husband to his beautiful wife. He’s always looking for a challenge and enjoys the little things in life. Come on, let’s talk about money!

  2. Oct 5

    How Better Financial Data Helps Business Owners Make Faster Decisions with Hector Perez (Ep. 129)

    Business owners need reliable financial information while there’s still time to act on it. Waiting for perfect data can leave important decisions arriving too late. In this episode, Iván Watanabe and Evan Wohl speak with Hector Perez, Founder and CEO of Quantum FBI, about building a stronger finance function as a company grows. Hector explains why timely, accurate data can improve decision-making, how organic growth shaped his approach to margins and ownership, and why cash flow knowledge is critical for founders. They also explore scenario forecasting, preparing for AI investment, building an international finance team, and using fractional CFO support when a full-time CFO isn’t practical. Hector discusses: Why timely financial data can be more useful to business leaders than complete information that arrives too late How organic growth can force founders to understand margins, products, services, relationships, and value creation Why accurate financial data gives leaders a stronger foundation for strategic advice and business decisions How scenario analysis can prepare companies to act quickly when economic conditions or technology changes Why founders need to understand cash flow and when a fractional CFO can provide needed financial guidance And more! Connect with Iván Watanabe: Opus Private Client, LLC  iwatanabe@opus-pc.com LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  ewohl@opus-pc.com  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Our Guest: LinkedIn: Hector Perez Website: Quantum FBI Instagram: @quantum_fbi Facebook: Quantum FBI About Our Guest: Hector Perez is the Founder and CEO of Quantum FBI, a strategic finance and business intelligence advisory firm that brings together finance, technology, and talent. Quantum FBI acts as an extension of its clients’ finance teams, specializing in data-driven transformation for early-stage and middle-market companies to achieve financial clarity, drive growth, improve performance, and deliver shareholder value. The firm’s services include outsourced finance and accounting, FP&A, finance transformation and ERP implementation, finance advisory, and CFO services, including interim and fractional CFO support.

  3. Sep 21

    How Does Disability Insurance Work? Benefits, Definitions, Riders, and Income Protection (Ep. 128)

    If your career and income are central to your financial plan, what happens when an illness or injury keeps you from working for months or years?  For physicians, other highly specialized professionals, and anyone relying heavily on employer disability benefits, the details of that coverage can matter more than simply knowing a policy exists. In this episode of the WealthStyle Podcast, Iván Watanabe and Evan Wohl explain how long-term disability insurance works and what to review before choosing coverage. They break down monthly benefits, benefit and elimination periods, definitions of disability, group versus individual coverage, and common policy riders. They also explain how medical underwriting, exclusions, future coverage increases, and premium payment choices can affect the protection you ultimately receive. Key points: How monthly benefits, benefit periods, and elimination periods determine when and how much a policy pays Why the definition of disability can significantly affect your ability to qualify for policy benefits How true own occupation, own occupation, and any occupation definitions provide different levels of coverage How residual, inflation, future increase, and catastrophic disability riders can change policy protection Why group and individual disability coverage can differ in portability, underwriting, and policy definitions And more! Resources: Income Protection Report – Opus Private Client Connect with Iván Watanabe: Opus Private Client, LLC  iwatanabe@opus-pc.com LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  ewohl@opus-pc.com  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC

  4. Aug 3

    Avoiding Costly Physician Contract Mistakes with Angela Shofner & Michael Shofner (Ep. 127)

    Physicians spend years training for their careers, but many enter employment agreements without fully understanding the long-term implications hidden in their contracts. What happens if a job turns out to be the wrong fit? What rights do physicians actually have when they want to leave, negotiate compensation, or protect themselves from future liability? In this episode, Iván Watanabe speaks with Angela Shofner, Owner and CEO of Shofner Consulting LLC, and Michael Shofner, COO of Shofner Consulting LLC, about physician contract reviews and the common issues doctors face when evaluating employment agreements. They explore termination clauses, non-compete restrictions, compensation benchmarking, practice acquisitions, tail coverage, and negotiation strategies.  The conversation highlights how physicians can better understand their contracts, protect their careers, and make informed employment decisions throughout every stage of practice. Key Takeaways: Contract clauses that can prevent physicians from leaving an employer for years without penalties Non-compete restrictions and how location, acquisitions, and employer growth can expand limitations Compensation benchmarking using specialty and geographic market data during negotiations Tail coverage costs, malpractice considerations, and risks that continue after employment ends Practical negotiation opportunities involving bonuses, CME benefits, licensing costs, and flexibility And more! Connect with Iván Watanabe: Opus Private Client, LLC  iwatanabe@opus-pc.com LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Angela & Michael Shofner: LinkedIn: Angela Shofner LinkedIn: Michael Shofner Website: Shofner Consulting LLC About Angela & Michael Shofner: Angela began her professional career as a teacher, spending four years in education before returning to school to pursue a career in law. That foundation sparked a lifelong passion for the educational side of her work — helping clients better understand complex legal and healthcare matters with clarity and confidence. A graduate of Nashville School of Law (Class of 2014), Angela has built her career around healthcare law, physician advocacy, and strategic consulting. In 2022, she founded Shofner Consulting to provide practical, relationship-driven guidance for physicians and healthcare organizations navigating contracts, business strategy, and growth opportunities. Known for her approachable communication style and collaborative mindset, Angela enjoys empowering clients through both legal guidance and education.  Michael Shofner is a healthcare recruitment professional with a background in education, leadership, and relationship-building. Before transitioning into healthcare recruitment, Michael spent ten years in education, first as a teacher and later as principal of Madison Academy. After earning his MBA from Lipscomb University in 2016, Michael joined Kettering Health as a physician recruiter.  Currently serving as a physician recruiter for Align ENT + Allergy, he is passionate about connecting physicians with opportunities where they can thrive personally and professionally while helping healthcare organizations grow strong, collaborative teams.  Outside of their professional endeavors, they are proud parents to their two daughters. They enjoy traveling, trying new food, playing games, and reading.

  5. Jul 20

    Delaware Statutory Trusts and 1031 Exchanges for Passive Investors with Brendan Tammany (Ep. 126)

    Owning real estate can generate income and long-term wealth, but it can also entail management responsibilities, tax considerations, and difficult decisions when it’s time to sell. What options are available if you want to keep real estate exposure without continuing to manage properties yourself? In this episode, Evan Wohl and George Papanicolaou are joined by Brendan Tammany, Senior Vice President, Private Capital at Inland Securities Corporation, to explore Delaware Statutory Trusts (DSTs) and how they can fit into a real estate strategy.  They discuss how DSTs operate within 1031 exchanges, the benefits of passive ownership, the differences between DSTs and REITs, liquidity considerations, estate-planning opportunities, and how accredited investors can access institutional-quality real estate while avoiding many of the day-to-day responsibilities of property ownership. Key takeaways: How Delaware Statutory Trusts allow investors to own fractional interests in commercial real estate Why DSTs can help simplify the 1031 exchange process for qualifying investors The differences between DSTs, REITs, and private credit investments How passive ownership removes landlord responsibilities and property management duties Why estate planning and step-up in basis considerations make DSTs attractive for some investors And more! Connect with Evan Wohl: Opus Private Client, LLC  ewohl@opus-pc.com  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with George Papanicolaou: Opus Private Client, LLC  gpapa@opus-pc.com  LinkedIn: George Papanicolaou YouTube: OPUS Private Client, LLC Connect with Our Guest: LinkedIn: Brendan Tammany Website: Inland Securities Corporation btammany@inland-securities.com  About Our Guest: Brendan Tammany, Senior Vice President, Private Capital, Inland Securities Corporation, is responsible for partnering with financial advisors in the North East to complete successful 1031 exchanges as well as cash investments with Inland Private Capital Corporation. He began his career at Inland in 2022 as a Regional Associate II and was promoted to Vice President, Hybrid Wholesaler in 2023. He was promoted to Vice President, Exchange Consultant in 2024.  Prior to joining Inland, Mr. Tammany was an Advisory Consultant for Macquarie Asset Management’s Mutual Fund sales team. He began his career in financial services in 2014 working as an M&A Analyst for a boutique Investment Banking firm GriƯin Financial Group. Mr. Tammany graduated from the University of Pittsburgh with a Bachelors of Science in Business Administration majoring in Finance. He holds Series 7, 63, 65, and 79 licenses with the Financial Industry Regulatory Authority (FINRA).

  6. Jul 6

    AI, Fear, And Human-Led Change with Laurence Anthony (Ep. 125)

    Change can feel uncomfortable, especially when new technology forces people to rethink their work, values, and future.  How can leaders help people move from fear into thoughtful action? In this episode, Iván Watanabe and Evan Wohl speak with Laurence Anthony, Founder, CEO, and Head Coach of Go Further Coaching, about AI adoption, fear, emotional intelligence, and leading through uncertainty. Laurence explains why the fear around AI may be the real transformation, how teams can create clarity during change, and why asking “what could we do?” opens the door to creativity, action, and stronger human connection. Laurence covers: Why fear often sits underneath AI resistance, job concerns, and slower change adoption How Go Further Coaching helps people create clarity when change creates workplace chaos Why emotional intelligence matters when teams adopt AI, new tools, and new habits How asking “what could we do?” creates more creativity, action, and possibility Why human relationships, trust, and judgment still matter in an AI-driven workplace And more! Connect with Iván Watanabe: Opus Private Client, LLC  iwatanabe@opus-pc.com LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  ewohl@opus-pc.com  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Our Guest: LinkedIn: Laurence Anthony Website: Go Further Coaching Instagram: @gofurtherlaurence About Our Guest: Laurence Anthony is one-of-one. Laurence is the strategist organizations rely on when change has created chaos and clarity is needed. He is a PCC-certified executive coach, keynote speaker, and Founder of Go Further Coaching. Laurence brings a career of unparalleled depth to every room he enters: from crisis strategy in Washington D.C. to the boardrooms of Google, United Airlines, and RBC. Laurence transforms how companies lead through uncertainty, shifting the focus from the impossible pursuit of being fearless to developing the courage to fear less.  He is the Founder of Go Further Coaching, a global leadership and culture transformation firm trusted by companies including Google, United Airlines, RBC, Capital One, and APG Federal Credit Union.  Laurence has built a career defined by unusual range: a successful actor with credits on NBC’s 30 Rock and Saw 3D; the executive who revitalized Harlem’s legendary jazz venue Minton’s and led The Cecil to win Esquire’s Best New Restaurant in America; a crisis strategist in Washington D.C. consulting across finance, retail, and political sectors. That depth is exactly what makes his approach different.  His core belief: organizations do not need to be fearless. That is impossible. They need to fear less. That distinction is everything. Through his proprietary Fear-Less Leadership Framework and AI Adoption Curve, Laurence converts organizational fear into forward momentum, replacing confusion with clarity and turbulence with traction. He does not motivate. He activates.

  7. Jun 22

    Building a Thriving Business Through Consistency and Authentic Marketing with Synthia Link (Ep. 124)

    Many people have an idea they want to pursue, but fear often keeps them from taking the first step. What happens when you stop waiting for the perfect moment and commit to showing up consistently, even when the outcome is uncertain? In this episode, Iván Watanabe and Evan Wohl welcome Synthia Link, Owner of Lifestyle Makeover Foundations. Synthia shares her journey from Broadway performer and Radio City Rockette to building a thriving nutrition coaching business serving women across the country. She explains how authenticity, consistency, paid Instagram advertising, and investing in mentorship helped her grow her company while creating a life that aligns with her family priorities and long-term goals. Key Takeaways: Turning an unexpected career transition into a growing nutrition coaching business serving women Building an authentic social media presence that attracts ideal clients and drives engagement Using Instagram advertising strategically to expand reach and increase business growth Investing in coaches, mentors, and communities to accelerate learning and development Applying consistency, resilience, and self-belief when pursuing personal and professional goals And more! Connect with Iván Watanabe: Opus Private Client, LLC  iwatanabe@opus-pc.com LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  ewohl@opus-pc.com  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Our Guest: LinkedIn: Synthia Link  Website: Lifestyle Makeover Foundations  Instagram: Synthia Link (@synthialink)  About Our Guest: Synthia grew up on Long Island and always dreamed of being on Broadway. After lots of years of hard work she achieved that goal performing in shows such as: How to Succeed in Business…, Bullets over Broadway, Young Frankenstein, Big Fish, and Frozen. She was a Radio City Rockette for 5 years, performed on the great stage at the Met. Opera, and was in multiple episodes of Smash. After a successful career in the theatre, she decided to pivot and focus on a career that provided more time with her family. In 2022, she created her signature nutrition program “Lifestyle Makeover Foundations.” She has worked with over 800 women, all over the world, to lose weight without counting calories, macros, or restrictive dieting. She currently lives in Lloyd Harbor, NY with her two children, husband, & dog!

  8. Jun 8

    Rethinking Retirement Income Planning With Neal Brincefield (Ep. 123)

    Retirement planning can feel clear on paper until market swings, taxes, inflation, and longevity enter the picture. What if the real issue isn’t picking the right product, but knowing which problem you’re trying to solve first? In this episode, Iván Watanabe and Evan Wohl talk with Neal Brincefield, RICP, CLU, ChFC, CExP, Financial Advisor at Consolidated Planning, about Monte Carlo analysis, sequence of returns risk, and retirement income design. Neal explains why simulations should be used as stress tests, not crystal balls, and how a balanced strategy can help reduce pressure on a portfolio. Key takeaways: Why Monte Carlo analysis can create confidence, but shouldn’t be treated as a crystal ball How the order of investment returns can reshape retirement income planning outcomes Why structural income planning can be more useful than chasing higher portfolio returns How lifetime income and liquid assets can help reduce pressure during market declines Why defining the planning problem first can make product decisions feel less stressful And more! Connect with Iván Watanabe: Opus Private Client, LLC  iwatanabe@opus-pc.com LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  ewohl@opus-pc.com  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Our Guest: LinkedIn: Neal Brincefield Website: Consolidated Planning About Our Guest: Neal Brincefield has dedicated his professional career to helping people realize their full financial potential by both working with those individuals directly and by recruiting, training, and coaching hundreds of other financial advisors to do the same. Neal started in the financial services industry with Consolidated Planning, Inc. in 2005, initially as an advisor and has maintained that role ever since. In addition to that 1st role, Neal has also worn the hats of top manager, case coach, agency head and national trainer. In those capacities, he has had the opportunity to work with hundreds of Guardian FRs on thousands of cases to refine their process, improve their results and better serve their clients.  In 2017, Neal was retained as a special field consultant by Guardian to lead their effort around the company’s industry-leading planning system, The Living Balance Sheet®. Neal’s mission in leading LBS into the future is to continue to provide and refine: 1) An incredible experience for clients 2) A powerful set of planning tools for advisors and 3) An unparalleled recruiting and productivity tool for agency leaders. Under Neal’s stewardship of LBS, Guardian continues to be the only company in the industry whose planning system is led by members of its field force, underscoring Guardian’s commitment to supporting its Financial Representatives and by extension the clients whom they’ve committed their careers to serve. Neal lives in Chapel Hill, NC with his wife Sarah and their 3 children.

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Ratings & Reviews

5
out of 5
6 Ratings

About

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.

Information

  • Creator
    Opus PC
  • Years Active
    2020 - 2026
  • Episodes
    127
  • Rating
    Clean
  • Copyright
    © Wealth Style Podcast All Rights Reserved
  • Show Website
    WealthStyle Podcast

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