34 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

    • Business
    • 5.0 • 3 Ratings

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.

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

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

    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 →

    • 42 min
    The World of Health Care Benefit Plans With Stefan Carpentieri

    The World of Health Care Benefit Plans With Stefan Carpentieri

    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 →

    • 29 min
    The Benefits of Equity Awards With Alejandro Azuaje

    The Benefits of Equity Awards With Alejandro Azuaje

    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 →

    • 35 min
    What to Know About Moving Across State Lines With Mark Klein

    What to Know About Moving Across State Lines With Mark Klein

    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 →

    • 28 min
    Supercharge Your Career With Julie Harnik

    Supercharge Your Career With Julie Harnik

    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 →

    • 25 min
    A Conversation Around Estate Planning & Taxes with Michael Canarick

    A Conversation Around Estate Planning & Taxes with Michael Canarick

    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 →

    • 32 min

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