WealthStyle Podcast

Legacy Planning and Purposeful Living

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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 Ruth Gossman, a professor at Albert Einstein College of Medicine who provided free tuition for future students, and how her gift will transcend through generations. Plus their conversation showcases personal stories and examples of how they are harnessing the power of legacy in their lives.

Iván and Evan touch on:

  • The concept of legacy and its impact on future generations
  • The importance of making people feel empowered and valued
  • Ways to create a lasting impact beyond financial aspects 
  • Charitable giving and trust setups
  • And more

    • Resources:

    • How To Make Tomorrow Better Today with Hal Hershfield
    • Optimizing Your Charitable Contributions Without the Stress with Jen Mayo 
    • Start With Why by Simon Sinek
    • Be Your Future Self Now by Dr. Benjamin Hardy

      • Connect with Iván Watanabe:

      • Opus Private Client, LLC 
      • [email protected]
      • LinkedIn: Iván Watanabe
      • YouTube: OPUS Private Client, LLC

        • Connect with Evan Wohl:

        • Opus Private Client, LLC 
        • [email protected] 
        • LinkedIn: Evan Wohl
        • YouTube: OPUS Private Client, LLC
          • ...more
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