WealthStyle Podcast

WealthStyle Podcast

By Opus PCBusinessInvesting
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WealthStyle Podcast episodes

  • A Conversation Between Dads
    In this heartfelt conversation, Iván Watanabe and Evan Wohl open up about the joys and challenges of fatherhood as Iván stands on the cusp of welcoming his second child, a baby boy. With help from his colleague and friend, Evan, a seasoned parent of three, they explore the emotions, preparations, and adjustments that come with …

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    23 min
  • Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.
    As a healthcare professional or proprietor of a healthcare practice, your primary focus is safe and legal patient care. Managing the intricacies of healthcare leaves minimal capacity to navigate the complexities of legal matters. Understanding the legal side of your business is crucial for protection, which is why we invited Stephanie Rodin, Founder and Attorney …

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    28 min
  • Legacy Planning and Purposeful Living
    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 …

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    20 min
  • Transforming Spaces with Marialisa of Cyrus Contracting
    Are you considering a home renovation but feel overwhelmed by the prospect of working with contractors?  You’re not alone. In this episode, Iván Watanabe, and Evan Wohl speak with the owner and operator of Cyrus Contracting, Marialisa Zywotchenko, or ML for short. During their discussion, ML unravels the often daunting task of working with contractors, …

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    35 min
  • The Psychology of Love & Money with Dr. Carmela Bennett
    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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    29 min
  • Strategies for Real Estate Success with Scott Shuman
    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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    34 min
  • Journey to 10K Downloads: Reflecting on Our Podcast’s Growth
    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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    28 min
  • Joy To The World: Gratitude & Laughter with Evan Wohl and Iván Watanabe
    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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    25 min
  • Strategies for Managing Single Stock Positions with Andrew McCall
    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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    24 min
  • Leasing or Buying a Car with Alfonso Ruggiero
    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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    35 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…

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