WealthStyle Podcast

WealthStyle Podcast


Latest Episodes

Joy To The World: Gratitude & Laughter with Evan Wohl and Iván Watanabe
January 22, 2024

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
January 08, 2024

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
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,