WealthStyle Podcast

WealthStyle Podcast

By Opus PCBusinessInvesting
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WealthStyle Podcast episodes

  • How to Stay on Top of Your Fitness Goals with Gideon Akande
    Everyone wants to be healthy and exercise, but it’s a chore to find time and energy to complete the list of activities at the gym. How can you maintain consistency when it comes to reaching health goals? In this episode, Iván Watanabe and Evan Wohl interview Gideon Akande, an elite fitness coach and consultant, about …

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    40 min
  • An Eye on Investments with Russ Carpentieri
    What goes into a successful investment deal? Money? Time? Information? Find out how you can invest with confidence in this episode of WealthStyle where Iván Watanabe and Evan Wohl sit down with Russ Carpentieri, Managing Director at OPUS Private Client, LLC to explore their personal insights, practical tips and real-life examples of how you can …

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    21 min
  • Guaranteed Income for a Happy Retirement with Tom Hegna
    What’s the secret to a happy retirement? If you want to enjoy your retirement to the fullest, you must have a sense of purpose and guaranteed income for the rest of your life. That way, you have something to look forward to every day, without the fear of running out of money! In this episode …

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    27 min
  • Teaching Gratitude and Generosity in an Affluent Home
    How can you help your child(ren) be responsible, humble, and respectful? What are the necessary skills required to teach life-long behaviors? In today’s episode of WealthStyle, Iván Watanabe and Evan Wohl learn a few parenting tactics that helped their fellow colleague Russ Carpentieri raise well-rounded, independent children. Listen in as Russ shares his experience as …

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    28 min
  • When Is the Right Time to Buy a House?
    Buying a home may seem like the right thing to do, but is it? There are many factors to consider before you purchase a home, and the most obvious is, can you afford the mortgage payments? Then on top of that, there are annual property taxes and monthly utilities like gas and electricity. And don’t …

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    27 min
  • Exploring Equity Grants and Their Taxation with Alejandro Azuaje
    Company equity grants are a tried and true way for businesses to provide investment opportunities to their employees, and as a way to incentivize and reward their loyalty. Plus, equity grants can be a cost-effective way for companies to compensate employees, and provide a sense of ownership by giving them a stake in the company’s …

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    48 min
  • How the Secure Act Has Changed Retirement Planning with Joshua Caron
    The Secure Act was one of the most significant systemic rewrites of retirement planning in recent history. These changes created opportunities for all ages, from young adults just out of college to individuals just starting retirement. In this episode, Evan Wohl speaks with Joshua Caron, Vice President of Federal Affairs at Finseca, on the Secure …

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    28 min
  • The Future of AI Automation with George Papanicolaou and Chris Ward
    AI technology has started to enter the workplace as a writing tool and information chatbot. How will this technology impact future generations’ business planning and workflow? In this episode, George Papanicolaou is joined by Chris Ward, CRO at The Publishing Desk, on AI technology in the workplace, specifically tools like ChatGPT.  Listen in as they …

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    35 min
  • How To Get A Sales Job with John P. Davis
    Landing yourself the job of your dreams usually requires a lot more than just having the prettiest resume.  In this episode, Iván Watanabe and Evan Wohl talk with John P. Davis, best selling author and Sales Director at Onestream Software, about how you can land a job in sales that will allow you to “control …

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    33 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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