WealthStyle Podcast

WealthStyle Podcast

By Opus PCBusinessInvesting
Download on the App Store

WealthStyle Podcast episodes

  • The Impact of the FTC Ruling on Non-Competes With Jim Magner
    In the fast-paced world of employment law, staying informed is crucial. With significant changes swirling around non-compete agreements, employers and employees must remain vigilant and prepared. This week Iván Watanabe and Evan Wohl sit down with Jim Magner, Head of Thought Leadership for Guardian Business Resource Center (BRC), to explore the FTC ban on non-competes …

    Read More Read More

    17 min
  • Breaking Down Maternity Leave with Garlande Patz
    As of 2023, only 27% of private-sector employers offer paid parental leave programs.  Are you equipped to navigate the rest?  In this WealthStyle episode, Iván Watanabe and Evan Wohl sit down with Garlande Patz, Head of Absence and Disability Practices at Guardian Life, to cover everything you need to know about maternity leave benefits. You’ll …

    Read More Read More

    36 min
  • The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca
    With the federal deficit nearing $2 trillion, understanding how these numbers impact your financial future has never been more critical. Join Evan Wohl as he chats with Jennifer Fox, Vice President of Federal Affairs at Finseca, about the current financial state of the U.S. economy and its political implications. Facing heightened interest rates, substantial federal …

    Read More Read More

    28 min
  • The Ban on Non-Compete Agreements with Jim Magner

    Non-compete clauses are often seen as essential safeguards for employers to protect their intellectual property.

    However, did you know that recent Federal Trade Commission (FTC) rulings are set to eliminate most non-competes?

    This week Iván Watanabe and Evan Wohl sit down with Jim Magner, Head of Thought Leadership for Guardian Business Resource Center (BRC), to explore the recent FTC ban on non-competes and what it means for employers and employees alike. You’ll gain deep insights into the implications, legal challenges, and strategic decisions that both parties must navigate in this rapidly changing landscape.

    Iván, Evan, and Jim discuss:

    • The evolution of non-competes and their current status, particularly the FTC’s proposed ban.
    • The mandatory written notice that employers must provide to employees with existing non-compete agreements by September 4th.
    • Specific exemptions to the rule, including for senior executives.
    • Federal versus state jurisdictional complexities and ongoing court cases.
    • Practical advice for employers and employees in light of the upcoming changes.
    • And more!

      • Resources:

      • FTC Announces Rule Banning Noncompetes 
      • Guardian

        •  

        Connect with Iván Watanabe:

        • Opus Private Client, LLC 
        • LinkedIn: Iván Watanabe
        • YouTube: OPUS Private Client, LLC

          • Connect with Evan Wohl:

          • Opus Private Client, LLC 
          • LinkedIn: Evan Wohl
          • YouTube: OPUS Private Client, LLC

            • Connect with Jim Magner:

              About Jim Magner:

              Jim Magner is an advanced planning attorney at The Guardian Life Insurance Company of America®. Jim previously worked as an attorney advisor in the IRS’s Office of Chief Counsel in Washington, D.C., where he wrote private and public rulings on estate, gift, GST and charitable remainder trust issues.

              23 min
            • Common Tax Mistakes for Business Owners and How to Avoid Them With Mike Nulty
              How do you keep your tax records clean and avoid those dreaded IRS audits?  This week, Mike Nulty from Matthews & Nulty, Inc. joins Iván Watanabe and Evan Wohl to discuss effective tax strategies for individuals and small business owners. They dive into common mistakes, like poor record-keeping, and provide actionable tips on how to …

              Read More Read More

              28 min
            • REPLAY: Planning For Retirement: Social Security and Medicare with Elaine Floyd
              In today’s episode of WealthStyle, Iván Watanabe and Evan Wohl interview Elaine Floyd, Director of Retirement Life Planning at HorsesMouth about the intricacies of our nation’s support systems; Social Security and Medicare. Listen as Elaine shares her expert knowledge by debunking some common misconceptions and detailing the benefits these programs provide using real-life examples and …

              Read More Read More

              34 min
            • REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance
              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 …

              Read More Read More

              49 min
            • Parenting Tips With Licensed Psychologist, Dr. Judith Adamo
              Are you struggling to maintain a routine with your children while juggling the demands of daily life? You aren’t alone. This week on the WealthStyle podcast, Iván Watanabe and Evan Wohl sit down with Dr. Judith Adamo, a Licensed Psychologist who specializes in early childhood development. Throughout their conversation, they explore practical strategies for balancing …

              Read More Read More

              37 min
            • Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions
              Curious about Bitcoin but overwhelmed by the noise? Get ready to unravel the complexities of the world’s most talked-about cryptocurrency. Evan Wohl and Iván Watanabe invite Chet Schwartz, RICP®, a financial advisor at Strategies for Wealth, to demystify Bitcoin. Chet explains how cryptocurrency works, how it differs from traditional fiat currencies, and key benefits and …

              Read More Read More

              48 min
            • Working With A Financial Advisor
              Navigating the twists and turns of today’s financial landscape is bound to raise a few questions. Join Evan Wohl and Iván Watanabe as they delve into some of the most pressing financial queries and scenarios you may be facing in the current environment while highlighting the importance of having a financial advisor to help guide …

              Read More Read More

              27 min

            About WealthStyle Podcast

            From the publisher's feed

            In this podcast we breakdown how to move your wealth, purpose and lifestyle forward with clarity and confidence. Always Forward is this show’s mantra. Enjoy the podcast with host and WealthStyle…

            More shows like WealthStyle Podcast

            SmartLess by Jason Bateman, Sean Hayes, Will Arnett

            SmartLess

            57,591 Listeners