WealthStyle Podcast

Latest Episodes
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
Your Child, Your Choices: Detailing Child Care Options with Emily Bishop
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
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
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,