New Jersey financial consulting firm Tomoro LLC possesses a distinct ability to manage business owners’ financial choices in a way that will help them reach their desired long-term wealth goals.

How do they do it?

Find out in this episode, as the firm’s managing partner and director of financial planning, Jeremy Suarez, introduces Tomoro’s role in helping small, privately-owned businesses successfully plan their business exit. Plus, he shares must-know considerations every business owner should know for a smooth business takeover. 

Jeremy discusses:

Connect With Jeremy Suarez:

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About Jeremy Suarez:

Jeremy joined Tomoro as a managing partner in 2014. When working with individual households on their wealth creation strategies; the focus is on all areas of wealth accumulation, protection, and distribution.  As a certified exit planning professional, Jeremy supports business owners with a full range of business continuity, succession, and exit planning recommendations; with a core focus of optimizing value.

With summer just around the corner and vaccination rollouts ramping up, some countries are starting to lift their restrictions, and slowly but surely, the travel world is beginning to return.

In this episode, MilesAhead’s CEO and founder, Rob Karp, sits down with Iván Watanabe to explain his travel agency’s approach to travel resumption and to highlight must-know considerations for when you book your next trip. 

You will learn:

Join in and find out how MilesAhead can help you resume your travel sooner rather than later! 

Resources:  Opus Private Client, LLC | Iván Watanabe | Rob Karp |  MilesAhead | Team | [email protected] | Sherpa | Coronavirus World Map | Chase Sapphire Reserve | The Points Guy | One Mile at a Time | The Points Mom

Bajraktari Realty Management is a multifaceted company that owns and operates over 70 buildings throughout the Bronx, Manhattan, and Yonkers area.

After spending over 25 years servicing the New York real estate market, they have learned a thing or two about residential and commercial real estate.

Today, Bajraktari Realty’s Florim and Gani Bajraktari join Iván Watanabe and George Papanicolaou to discuss their roles at the firm. Plus, they offer their latest updates on New York’s residential and commercial real estate market that you don’t want to miss! 

In this episode, you will learn:

Join this conversation today and find out what you need to consider before investing or leasing in New York real estate! 

Resources:  Opus Private Client, LLC | Iván Watanabe | George Papanicolaou | Bajraktari Realty Management Company: (914) 290-4848 (White Plains, New York) |  Florim Bajraktari | Florim Bajraktari on LinkedIn | Gani Bajraktari

Getting a mortgage for your new home shouldn’t drain the joy out of accomplishing a lifelong goal. That’s why Cardinal Financial Company works to create a better mortgage experience so that your home buying process is simple and easy to navigate.

Today, Iván Watanabe sits down with the firm’s loan originator, Pat Tobin. Pat breaks down Cardinal Financial’s transparent and simple approach when providing clients with the home loans they need and provides tips for securing your next mortgage. 

In this episode, you will learn:

Whether you’re considering a new loan or refinancing, tune in today and discover everything you need to know about today’s mortgage landscape!

Resources:   Opus Private Client, LLC | Iván Watanabe | Patrick Tobin: (508) 274-8645 | LinkedIn | Cardinal Financial Company on LinkedIn

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 mistakes. Plus, Jim reviews different considerations around Medicare that will help you achieve clarity around your plan.

In this episode, you will learn:

Listen in and learn the basics of Medicare so you can start planning for your coverage today! 

Resources:  

Opus Private Client, LLC | Iván Watanabe | Jim Ryan | Medicare Website | State Insurance Departments 

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 retirement so that you can maximize your next phase of life.

In this episode, you will learn:

Are you ready to discover why you should always live life by decision and not by default? Tune in today!

Resources:  

Opus Private Client, LLC | Iván Watanabe | Kaplan Mobray | LinkedIn | Facebook | Instagram |Twitter | YouTube | Book: The 10Ks of Personal Branding Products | Amazon 

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 insight about this type of loan.

In this episode, you will learn:

From refinance to forgiveness, tune in today and learn everything you need to know about student loans in today’s marketplace!

Resources:   

Opus Private Client, LLC | Iván Watanabe | GradFin | Refinance | Team | Joe McGrath: (267) 703-4726 ext. 109

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 your retirement so that you can enjoy this life phase regardless of where the market, taxes, interest rates stand. 

In this episode, you will learn:

Listen today for tips and tricks that can help you secure your retirement despite ever-changing economic rules and regulations! 

Retirement Threats Mini-Series:  

Resources:  

Historical podcasts are for informational purposes only and may not be the current opinions of the speakers.  Although the information was accurate at the time it may no longer be applicable.  These podcasts are intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

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 lifestyle planning for retirement and highlights the importance of advanced planning and having a disciplined savings strategy.

In this episode, you will learn:

Tune in today and find out how proactive planning can help you protect your lifestyle throughout your retirement!

Retirement Threats Mini-Series: 

Resources:  

Historical podcasts are for informational purposes only and may not be the current opinions of the speakers.  Although the information was accurate at the time it may no longer be applicable.  These podcasts are intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

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 and shares ways you can protect your retirement from this type of risk.

In this episode, you will learn:

Tune in and discover how you can strengthen your technological literacy for your retirement! 

Retirement Threats Mini-Series: 

Resources:   

Historical podcasts are for informational purposes only and may not be the current opinions of the speakers.  Although the information was accurate at the time it may no longer be applicable.  These podcasts are intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.