WealthStyle Podcast

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. …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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