10 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

    • Investing
    • 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.

    How to Protect Your Income with Disability Insurance

    How to Protect Your Income with Disability Insurance

    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 →

    • 17 min
    What to Consider When Reviewing Your Attending Physician Contract — With Stephanie J. Rodin, Esq.

    What to Consider When Reviewing Your Attending Physician Contract — With Stephanie J. Rodin, Esq.

    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. →

    • 30 min
    What it’s Like Working With Opus Private Client

    What it’s Like Working With Opus Private Client

    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 →

    • 23 min
    From the Election to COVID-19: Investing in Today’s Environment

    From the Election to COVID-19: Investing in Today’s Environment

    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 →

    • 25 min
    COVID-19: What’s Happening on the Hill? — With Joshua Caron

    COVID-19: What’s Happening on the Hill? — With Joshua Caron

    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 →

    • 34 min
    Wills & Trusts: Managing Assets After Death — With Anthony J. Enea

    Wills & Trusts: Managing Assets After Death — With Anthony J. Enea

    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 →

    • 27 min

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