WealthStyle Podcast

Latest Episodes
The Psychology of Love & Money with Dr. Carmela Bennett
Talking about money can be challenging for couples. Its not just about the numbers; its about the emotions, values, and power dynamics that come into play. In the latest installment of WealthStyle,
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 youre ready to list your house
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 ma
Joy To The World: Gratitude & Laughter with Evan Wohl and Iván Watanabe
Just days before Christmas, Evan Wohl and Ivn Watanabe embraced the spirit of the holidays by reminiscing about their childhoods, traditions theyve carried forth with their families, and the best an
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 Ivn Wata
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, Ivn Watanabe and Evan Woh
Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance
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
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
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
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