WealthStyle Podcast

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

November 15, 2021 42 min

Do you have a plan in place if you lose some of your key employees? What if you could no longer afford to maintain your key employees and business due to taxes? 

Preparing for any of these scenarios is imperative for all business owners. 

In this episode, Iván Watanabe is joined by Jeremy Suarez, managing partner at TOMORO and Michael Canarick, partner at Canarick & Canarick. Together, they dive into estate taxes for business o...

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When reviewing your health care benefit plan options, do you have the right information to make the best choice for you?

In this episode, Iván Watanabe sits down with OPUS PC’s benefits consultant, Stefan Carpentieri. Stefan explains everything you need to know about health insurance and employee benefits to help you select the optimal coverage. Listen in as Stefan provides you with valuable information you should think of before c...

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Company benefits come in many shapes and sizes. 

One major way some employees are being compensated today is through equity awards. This is a benefit that is bigger than it appears and is one business owners and employees should take note of.

In this episode, Iván Watanabe welcomes Alejandro Azuaje, an investment specialist with OPUS Private Client. Alejandro dives into the world of equity awards, explaining what they are, how they...

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Moving for work or a new venture can be exciting. 

But new taxes you may be paying less so.

In this episode, the chairman and partner of Hodgson Russ LLP, Mark Klein, joins Iván Watanabe and Russ Carpentieri to discuss the true cost of moving states. Mark explains taxes and auditors when moving, and answers frequently asked moving questions while dispelling myths on how to avoid taxation.

Mark discusses:

  • The 183 day rule
  • How auditor...
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    Over the past eighteen months, our understanding of work as employers and employees has changed dramatically. 

    But that doesn’t mean you can’t build the career you’ve been looking for.

    In this episode, Julie Harnik, a leadership coach focused on helping individuals and teams maximize their potential, joins Iván Watanabe. Julie discusses how the pandemic has shifted our perspective of what the work environment should look like and r...

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    There’s nothing like the peace of mind that comes with having a strategic and comprehensive plan for your future.

    This is especially true when it comes to your estate plan.

    In this episode, Canarick & Canarick’s founder and estate planning attorney, Michael Canarick, sits down with Iván Watanabe to discuss the value of having an estate plan. He explains the current estate planning and tax environment and other considerations to...

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    When Platinum Premier Global Equity looks to invest, it looks for ways it can help improve its local communities.

    In this episode, Platinum Premier’s Zameer Upadhya and  Chris Chambers join Iván Watanabe to share how the company is working to help people across the United States (and the world) invest in commercial real estate. 

    They highlight how the organization’s investments and high-quality real estate improvements can provide ...

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    New Jersey financial consulting firm Tomoro LLC possesses a distinct ability to manage business owners’ financial choices in a way that will help them reach their desired long-term wealth goals.

    How do they do it?

    Find out in this episode, as the firm’s managing partner and director of financial planning, Jeremy Suarez, introduces Tomoro’s role in helping small, privately-owned businesses successfully plan their business exit. Plue...

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    With summer just around the corner and vaccination rollouts ramping up, some countries are starting to lift their restrictions, and slowly but surely, the travel world is beginning to return.

    In this episode, MilesAhead’s CEO and founder, Rob Karp, sits down with Iván Watanabe to explain his travel agency’s approach to travel resumption and to highlight must-know considerations for when you book your next trip. 

    You will learn:

  • Rob...
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    Bajraktari Realty Management is a multifaceted company that owns and operates over 70 buildings throughout the Bronx, Manhattan, and Yonkers area.

    After spending over 25 years servicing the New York real estate market, they have learned a thing or two about residential and commercial real estate.

    Today, Bajraktari Realty’s Florim and Gani Bajraktari join Iván Watanabe and George Papanicolaou to discuss their roles at the firm. Plus...

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    Getting a mortgage for your new home shouldn’t drain the joy out of accomplishing a lifelong goal. That’s why Cardinal Financial Company works to create a better mortgage experience so that your home buying process is simple and easy to navigate. Today, Iván Watanabe sits down with the firm’s loan originator, Pat Tobin. Pat breaks … Continue reading Navigating the World of Mortgages — With Pat Tobin →
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    It’s never too early to start planning for your Medicare coverage.  If you’re ready to start thinking about your coverage, join Iván Watanabe in this informative episode as he sits down with Opus PC’s resident Medicare expert, Jim Ryan. They break down everything you need to know to understand the many parts of Medicare, including … Continue reading What You Need to Know About Medicare — With Jim Ryan →
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    Kaplan Mobray is not only a best-selling author, but is also one of the world’s most dynamic and inspirational business speakers.  Now, you have the chance to learn some of Kaplan’s expert insight around designing your next phase of life! In this episode, join Kaplan and Iván Watanabe as they discuss how Kaplan transforms lives … Continue reading Designing Your Next Phase of Life: Retirement — With Kaplan Mobray →
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    Are you someone who has applied, or is planning to apply, for a student loan?  Then this is an episode you won’t want to miss! To bring you greater clarity around student loans, Iván Watanabe sits down with GradFin’s senior business development associate Joe McGrath for today’s episode. Joe explains GradFin’s role around applying, refinancing, … Continue reading Navigating the Student Loan Marketplace — With Joe McGrath →
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    How can you plan for the retirement you desire when there are many uncertainties that could impact it, like new economic and legislative changes? Find out in this episode, as Iván Watanabe joins Rob Pruett to explore a fifth and final retirement threat, legislative and economic changes.  Rob discusses how proactive planning can help address … Continue reading Retirement Threats — Part 5 — With Rob Pruett →
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    Our lifestyle plays a major role in defining our standard of living. It also impacts how we envision our retirements. That’s why, along with the financial, it’s important to consider lifestyle planning as part of your retirement planning process. In this episode, Iván Watanabe chats with Russell Carpentieri about the lifestyle component of retirement planning. … Continue reading Retirement Threats — Part 4 — With Russell Carpenti...
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    Technology is constantly evolving. While technological improvements enhance our lives in many ways, its progress could also present threats to your retirement. How? Discover the answer in this episode, as Iván Watanabe sits down with George Papanicolaou to explore technology as a retirement threat. George reveals must-know cybersecurity and technology tips and tricks for retirees … Continue reading Retirement Threats — Part 3 — W...
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    While most people know that the market can impact the value of their portfolio, not everybody realizes that other elements, like the sequence in which you withdraw from your investments, can also impact your portfolio’s value. In part 2 of our retirement threats mini-series, Iván Watanabe chats with Adam Rolewicz about the sequence of returns … Continue reading Retirement Threats — Part 2 — With Adam Rolewicz →
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    What concerns you most when it comes to your retirement?   Today, we launch a new five-part mini-series on retirement threats and how Opus Private Client helps clients avoid them through our WealthStyle planning process. In part one, join Iván Watanabe and Lou Mohn as they explore health, lifestyle, and financial planning as areas of concern … Continue reading Retirement Threats — Part 1 — With Lou Mohn →
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    While we work hard to provide financial security for our children, it’s still important that we set them up for success by guiding them towards the right financial mindsets and behaviors. In this episode, Iván Watanabe and Lou Mohn explore ways we can teach our kids crucial financial lessons — even when they’re raised in … Continue reading Instilling Work Ethic & Charity Within a Financially Advantaged Family →
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