WealthStyle Podcast

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 evangelists, Russ Carpentieri, Iván Watanabe and the rest of the Opus Private Client team.

Episodes

Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 2 (Ep. 102)

June 16, 2025 • 40 mins

In sports, a great coach can transform a team. In business, the same is true for a great leader. Iván Watanabe and Evan Wohl continue their conversation with sports psychiatrist Jorge Aguilar, diving deeper into the psychology of leadership and what high-performing athletic teams can teach executives and entrepreneurs about building culture, hiring effectively, and …

Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 1 (Ep. 101)

June 2, 2025 • 34 mins

Discover how the mindset of elite athletes can help you perform better at work and in life. In this episode, Iván Watanabe and Evan Wohl sit down with Dr. Jorge Aguilar, a board-certified psychiatrist and mental performance coach to NYCFC and MLB players, to explore how proven mental strategies from the world of sports can …

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Sonie Skogerson’s Journey on Building a Business with Heart & Hustle (Ep. 100)

April 28, 2025 • 39 mins

In this inspiring and relatable episode, Evan Wohl chats with Sonie Skogerson, a Budget Blinds franchise owner who turned a leap of faith into a thriving business. Sonie shares how she launched her window treatment company with minimal training, the value of early marketing hustle, and how her love for fabric and design fueled her …

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How to Strategically Plan for College Costs (Ep.99)

April 14, 2025 • 37 mins

How do you ensure your child’s education savings strategy is truly future-proof? Join Iván Watanabe and Evan Wohl as they dive into education funding strategies beyond the one-size-fits-all solutions. This episode lends insights into using various financial vehicles like 529 plans, UTMA accounts, and whole life insurance, while evaluating their pros and cons. Iván and …

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The Power of Price Transparency Data in Medical Practice Growth

March 28, 2025 • 29 mins

Is your medical practice reaping the rewards it deserves? Listen in as Iván Watanabe hosts Mitch Spolan, founder of Payorology, to explore the intriguing intersection of healthcare and economics. Mitch shares his fascinating career journey from architecture to the Internet, and finally to entrepreneurship—where Payorology was born. Learn how this innovative approach can have a …

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Building a Business from Scratch with Adam Tesser

March 17, 2025 • 36 mins

How can a simple idea transform into a successful business? Evan Wohl sits down with Adam Tesser, co-founder of Ostrich Chairs, to explore the entrepreneurial journey of two friends who turned a honeymoon discomfort into a national brand. In a candid conversation, Adam shares insights into starting a business, handling early challenges, and staying resilient …

Breaking Free from the Corporate Mold with Chelsea Thaxter

February 17, 2025 • 26 mins

Have you ever considered leaving the familiarity of corporate life to pursue a passion that truly fulfills you? What if that leap could transform your perspective on success and personal satisfaction? Evan Wohl chats with Chelsea Thaxter, an executive coach and consultant who traded a decade in corporate law for a journey of connection and …

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How To Build a Winning Culture with Jeremy Zoll from the Minnesota Twins

February 3, 2025 • 45 mins

What does it take to lead an elite team bursting with talent and ambition? Iván Watanabe and Adam Rolewicz dive into the world of leadership and organizational culture with Jeremy Zoll, the new General Manager of the Minnesota Twins. They discuss the challenges and strategies involved in shaping a winning sports team while fostering a …

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Reflecting on 2024: Key Takeaways and Lessons Learned with Iván Watanabe and Evan Wohl

January 20, 2025 • 28 mins

Join hosts Iván Watanabe and Evan Wohl as they reflect on the pivotal moments and key lessons of 2024. From embracing the art of living in the moment to setting the stage for a successful and meaningful 2025, this episode of WealthStyle dives into the power of gratitude, curiosity, and intentional growth. Iván and Evan …

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How to Secure Funding for Your Startup with Sinohe Terrero

January 6, 2025 • 29 mins

When is the right time for your startup to raise funds and how should you go about it? Managing Partner, Ivan Watanabe welcomes Sinohe Terrero, CFO and COO of Envoy, to explore the current landscape of fundraising for startups. Together, they discuss entrepreneurs’ unique challenges today, share tips on crafting a compelling story for investors, …

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Understanding Gen Z’s Financial Mindset With Alex Azuaje and Harrison Welsh

December 23, 2024 • 33 mins

Contrary to popular belief, Gen Z isn’t ignoring their financial future. Instead, they’re investing strategically with a digital-first mindset. Evan Wohl sits down with fellow OPUS advisors, Alex Azuaje and Harrison Welsh, to dive into the complex financial habits and expectations of Generation Z. They explore how Gen Z’s experiences with key historical events like …

Estate Planning Essentials for High-Income Earners with Joe Biondolillo

December 9, 2024 • 28 mins

Estate planning is often seen as one of the more intricate aspects of financial management, particularly for high-net-worth individuals who face distinct challenges and opportunities when it comes to transferring wealth effectively. Iván Watanabe and Evan Wohl engage with Joe Biondolillo, president and founder of Biond Financial, to discuss estate planning strategies for high-net-worth individuals. …

Crafting Profitable Real Estate Investments with Jessica Sigmund

November 18, 2024 • 26 mins

Managing Partner and host of WealthStyle, Iván Watanabe sits down with Jessica Sigmund, a Licensed Real Estate Agent to explore the world of Airbnb and real estate investments in the tri-state area. Listen as she shares insights into housing market trends, how to make your real estate investments work for you, and tips on managing …

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The Impact of the FTC Ruling on Non-Competes With Jim Magner

October 10, 2024 • 16 mins

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 …

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Breaking Down Maternity Leave with Garlande Patz

September 16, 2024 • 35 mins

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 …

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The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca

August 21, 2024 • 27 mins

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 …

Common Tax Mistakes for Business Owners and How to Avoid Them With Mike Nulty

August 10, 2024 • 27 mins

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 …

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REPLAY: Planning For Retirement: Social Security and Medicare with Elaine Floyd

July 29, 2024 • 33 mins

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 …

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REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

July 15, 2024 • 48 mins

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 …

Parenting Tips With Licensed Psychologist, Dr. Judith Adamo

June 17, 2024 • 36 mins

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 …

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WealthStyle Podcast

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 2 (Ep. 102)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 1 (Ep. 101)

Sonie Skogerson’s Journey on Building a Business with Heart & Hustle (Ep. 100)

How to Strategically Plan for College Costs (Ep.99)

The Power of Price Transparency Data in Medical Practice Growth

Building a Business from Scratch with Adam Tesser

Breaking Free from the Corporate Mold with Chelsea Thaxter

How To Build a Winning Culture with Jeremy Zoll from the Minnesota Twins

Reflecting on 2024: Key Takeaways and Lessons Learned with Iván Watanabe and Evan Wohl

How to Secure Funding for Your Startup with Sinohe Terrero

Understanding Gen Z’s Financial Mindset With Alex Azuaje and Harrison Welsh

Estate Planning Essentials for High-Income Earners with Joe Biondolillo

Crafting Profitable Real Estate Investments with Jessica Sigmund

The Impact of the FTC Ruling on Non-Competes With Jim Magner

Breaking Down Maternity Leave with Garlande Patz

The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca

Common Tax Mistakes for Business Owners and How to Avoid Them With Mike Nulty

REPLAY: Planning For Retirement: Social Security and Medicare with Elaine Floyd

REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

Parenting Tips With Licensed Psychologist, Dr. Judith Adamo

Popular Podcasts

Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 2 (Ep. 102)

Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 1 (Ep. 101)