Talking about money can be challenging for couples. It’s not just about the numbers; it’s about the emotions, values, and power dynamics that come into play. In the latest installment of WealthStyle, Evan Wohl and Iván Watanabe are joined by licensed psychotherapist Carmela Bennett. Carmela brings her extensive experience to the table, providing insights into …

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Are you looking to sell your home and need insight into the current market?  Want to know what potential buyers are looking for and what you can do to attract them?  If you’re ready to list your house, make listening to this episode your first to-do! Join our host Evan Wohl and his guest Scott …

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As 2023 came to a close, WealthStyle unlocked a major milestone: 10,000 downloads!  Many thanks go to you, our listening audience for tuning in and sharing your favorite episodes with others. OPUS’ mantra is ‘always forward’ and with your loyalty, we are doing just that! Today, Iván Watanabe and Evan Wohl highlight their favorite episodes …

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Just days before Christmas, Evan Wohl and Iván Watanabe embraced the spirit of the holidays by reminiscing about their childhoods, traditions they’ve carried forth with their families, and the best and worst gifts they’ve either given or received. This light-hearted and fun episode gives you an insider look at the lives and personalities of the …

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Have you considered including covered calls and collars in your investment strategy? What options should you consider when looking at contracts for buying and selling investments? Tune in as Iván Watanabe and Evan Wohl speak with Andrew McCall, regional consultant at SpiderRock Advisors. Andrew walks through some savvy options strategies, like covered calls and collars, …

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Are you looking at buying or leasing a car in the near future? Understanding the questions to consider could make the road a bit smoother for your purchase. In this episode, Iván Watanabe and Evan Wohl are joined by Alfonso Ruggiero, a former Audi sales executive to delve into the intricacies of purchasing or leasing …

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Considering Indexed Universal Life Insurance (IUL) but still trying to figure out where to start?  You aren’t alone.  Social media has promoted its benefits but also some misconceptions which can lead to confusion. In this episode of WealthStyle, Iván Watanabe and Evan Wohl are joined by Bobby Samuelson, Executive Editor at Life Product Review and …

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With the typical asset division in investment planning being turned on its head, life insurance could be a beneficial alternative option.  How does life insurance fit within portfolio planning? In this episode, Iván Watanabe and Evan Wohl speak with Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators. Together they discuss …

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For some people, a watch is simply a functional piece of technology that tells them the time. Perhaps it informs them of the weather, their daily step count, and could also remind them to take medication.  And then there are people like WealthStyle’s host, Iván Watanabe, who considers watches to be a work of art …

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Predicting the future is something that many people expect investment and wealth advisors to do, especially when it comes to fluctuations within the market.  Join Evan Wohl and Rob Pruett from OPUS Private Client, LLC, for a candid discussion surrounding the current market dynamics and how advisors can help clients create flexible plans based on …

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