WealthStyle Podcast

WealthStyle Podcast


Latest Episodes

Leasing or Buying a Car with Alfonso Ruggiero
December 18, 2023

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, Ivn Watanabe and Evan Woh

Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance
December 04, 2023

Considering Indexed Universal Life Insurance (IUL) but still trying to figure out where to start? You arent alone. Social media has promoted its benefits but also some misconceptions which can lead

Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance
November 20, 2023

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 thi

The Timeless Artistry and History of Watches with Rob Weintraub
November 06, 2023

For some people, a watch is simply a functional piece of technology that tells them the time. Perhaps it informs them of the weather, their daily step count, and could also remind them to take medicat

Current Market Dynamics with Evan Wohl and Rob Pruett
October 23, 2023

Predicting the future is something that many people expect investment and wealth advisors to do, especially when it comes to fluctuations within the market. Join Evan Wohl and Rob Pruett from OPUS Pr

Your Child, Your Choices: Detailing Child Care Options with Emily Bishop
October 09, 2023

Being a working parent adds another level of complexity to raising a child. Whether you are a solo parent who works full-time or a parenting duo with demanding jobs, juggling your career alongside chi

Planning For Retirement: Social Security and Medicare with Elaine Floyd
September 25, 2023

In todays episode of WealthStyle, Ivn Watanabe and Evan Wohl interview Elaine Floyd, Director of Retirement Life Planning at HorsesMouth about the intricacies of our nations support systems; Social

How to Protect Your Identity in a Digital World with Mark Cole
September 11, 2023

With technology accessing every aspect of life, protecting yourself and your family is more important than ever. How can you prevent hackers from stealing your personal information? In this episode,

How Effective Conversations Build Great Business Leaders with Chalmers Brothers
August 28, 2023

Conversations are at the heart of effective leadership. In this episode, Ivn Watanabe and Evan Wohl speak with Chalmers Brothers, best-selling author, and certified personal/executive coach, on the r

How to Make Tomorrow Better Today with Hal Hershfield
August 14, 2023

Do you recognize yourself when you imagine who youll be in the future? Or does it feel like youre looking at a stranger? In this episode of WealthStyle, Evan Wohl speaks with Hal Hershfield, profess