WealthStyle Podcast

WealthStyle Podcast


Latest Episodes

Financial Planning for Immigrant Families with Dr. Daniel Crosby
May 30, 2022

Like many Americans, Ivn Watanabe is a descendant of immigrants. He was born to a Venezuelan mother and a Japanese father, with an extended family on both sides. With the majority of his maternal fa

What You Should Know About Assets After Death with Rob Pruett
May 16, 2022

Even if youre one of the over 50% of Americans who doesnt enjoy planning for their death, starting a plan today will allow your beneficiaries to avoid the challenges caused by a lack of information

A Conversation Around Global Oil and Gas with Nikolaos Kontos
May 02, 2022

After severing oil trade with Russia, President Biden plans to increase U.S. oil production from 11.8 million barrels to 12.8 million. In the short-term, this will provide gas for individuals and far

The New 1980s Inflation with Rob Pruett
April 11, 2022

After maintaining steady inflation of just under 2% for over a decade, America is now seeing the highest inflation rates since the late 1980s. In this episode, Ivn Watanabe and Rob Pruett explore the

Planning for Parenthood with George Papanicolaou
March 21, 2022

You could read every article and mommy blog and still remain unprepared for the experience of parenthood. Who better to hear from on the topic of financial planning and children than financial adviso

Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick
November 15, 2021

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 i

The World of Health Care Benefit Plans With Stefan Carpentieri
October 04, 2021

When reviewing your health care benefit plan options, do you have the right information to make the best choice for you? In this episode, Ivn Watanabe sits down with OPUS PCs benefits consultant, St

The Benefits of Equity Awards With Alejandro Azuaje
September 20, 2021

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

What to Know About Moving Across State Lines With Mark Klein
September 06, 2021

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 Ivn Watanabe and Russ Carp

Supercharge Your Career With Julie Harnik
August 23, 2021

Over the past eighteen months, our understanding of work as employers and employees has changed dramatically. But that doesnt mean you cant build the career youve been looking for. In this episode