WealthStyle Podcast

It’s never too early to start planning for your Medicare coverage.  If you’re ready to start thinking about your coverage, join Iván Watanabe in this informative episode as he sits down with Opus PC’s resident Medicare expert, Jim Ryan. They break down everything you need to know to understand the many parts of Medicare, including its different parts, its enrollment periods, and common Medicare mi...

Kaplan Mobray is not only a best-selling author, but is also one of the world’s most dynamic and inspirational business speakers.  Now, you have the chance to learn some of Kaplan’s expert insight around designing your next phase of life! In this episode, join Kaplan and Iván Watanabe as they discuss how Kaplan transforms lives with innovative and insightful strategies for finding purpose in...

Are you someone who has applied, or is planning to apply, for a student loan?  Then this is an episode you won’t want to miss! To bring you greater clarity around student loans, Iván Watanabe sits down with GradFin’s senior business development associate Joe McGrath for today’s episode. Joe explains GradFin’s role around applying, refinancing, and forgiving student loans and shares some must-know...

How can you plan for the retirement you desire when there are many uncertainties that could impact it, like new economic and legislative changes? Find out in this episode, as Iván Watanabe joins Rob Pruett to explore a fifth and final retirement threat, legislative and economic changes.  Rob discusses how proactive planning can help address the risk economic and legislative changes can bring to yo...

Our lifestyle plays a major role in defining our standard of living. It also impacts how we envision our retirements. That’s why, along with the financial, it’s important to consider lifestyle planning as part of your retirement planning process. In this episode, Iván Watanabe chats with Russell Carpentieri about the lifestyle component of retirement planning. Russell gives valuable advice around...

Technology is constantly evolving. While technological improvements enhance our lives in many ways, its progress could also present threats to your retirement. How? Discover the answer in this episode, as Iván Watanabe sits down with George Papanicolaou to explore technology as a retirement threat. George reveals must-know cybersecurity and technology tips and tricks for retirees and pre-retirees...

While most people know that the market can impact the value of their portfolio, not everybody realizes that other elements, like the sequence in which you withdraw from your investments, can also impact your portfolio’s value. In part 2 of our retirement threats mini-series, Iván Watanabe chats with Adam Rolewicz about the sequence of returns risk and how it can affect your retirement. Adam define...

What concerns you most when it comes to your retirement?   Today, we launch a new five-part mini-series on retirement threats and how Opus Private Client helps clients avoid them through our WealthStyle planning process. In part one, join Iván Watanabe and Lou Mohn as they explore health, lifestyle, and financial planning as areas of concern for pre-retirees — and how forward-thinking planning can...

While we work hard to provide financial security for our children, it’s still important that we set them up for success by guiding them towards the right financial mindsets and behaviors. In this episode, Iván Watanabe and Lou Mohn explore ways we can teach our kids crucial financial lessons — even when they’re raised in a financially secure environment. Lou shares his personal insight and tips fo...

Are you ready to drive your golf game to the next level? If so, tee up this episode of the WealthStyle Podcast and get ready to learn from Tom Patri himself!  As one of the top 100 golf teachers in America, Tom joins Russ Carpentieri to share actionable tips that amateur golfers can use to improve their game and reveals the ways golf has impacted our psychology and technology. In this episode, you...

Are you a wine lover? Or, do you not know much about wine, but want to discover more about it? If so, then this episode is for you! Today, Iván Watanabe joins wine expert and certified sommelier, Sarah Tracey. To help you learn everything you need to know about wine, Sarah shares everything from her wine secrets to her tips and tricks for learning about your favourite type of wine. In this episode...

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 to know about the ways it can protect you. In this episo...

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 essential things to look out for when it comes to...

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 as a client, and why it inspired him to pursue a career as an...

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 result of the global pandemic, both in the market and for...

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 reaction to the economic crisis created by COVID-19,...

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 his expertise on the importance of creating a will and the impac...

With the pandemic precautions, returning to school is a concerning issue for many parents. What will their children’s education look like throughout the 2020-2021 school year? In this episode, Ivan Watanabe is joined by OPUS partner George Papanicolaou and educational consultant Elaine Avinoam. Elaine shares her insight into the changes to schooling due to COVID-19 and the impact it could have on...

Are you getting the most out of your company benefits? In this episode, Russ Carpentieri and Iván Watanabe encourage you to stop leaving company benefits on the table and start using them. Find out which benefits people overlook the most, why people don’t enroll for good benefits, and, most importantly, how to start using benefits to your advantage.  In this episode, you will learn: The importance...

As your life changes, so will your financial planning needs. One major transition that can shift your financial picture is starting a family. But what should you consider around your financial planning when it comes to starting your family? Today, Iván Watanabe joins OPUS Private Client’s George Papanicolaou to discuss financial planning considerations for young families. Together, they reveal key...

A lot has changed over the years, including our lifespans, goals, and view of what makes the perfect retirement. How is financial planning adapting to this changing landscape? To examine some of these changes, Iván Watanabe joins wealth advisor Rob Pruett for today’s episode. Together, they discuss the effect COVID-19 has had on retirees and where the future of retirement planning could be heading...

Over the years, Russ Carpentieri and Iván Watanabe have noticed that clients who have the greatest level of financial success and personal satisfaction share very common behaviors and qualities. Today, Russ and Iván delve into these common characteristics,  how they ultimately impact the planning process, and how clients move forward with their wealth, lifestyle, and purpose. In this episode, you’...

Welcome to the inaugural episode of the Wealth Style podcast! In this debut episode, get to know your hosts, Russell Carpentieri and Iván Watanabe, and the work they do to help clients at Opus Private Client move their wealth, purpose, and lifestyle forward with clarity and confidence. In this episode, you’ll learn: What drove Russell to found Opus PC What sets Opus PC apart from other financial p...