WealthStyle Podcast

WealthStyle Podcast


Latest Episodes

A Conversation Around Estate Planning & Taxes with Michael Canarick
July 05, 2021

Theres nothing like the peace of mind that comes with having a strategic and comprehensive plan for your future. This is especially true when it comes to your estate plan. In this episode, Canarick &

Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers
June 21, 2021

When Platinum Premier Global Equity looks to invest, it looks for ways it can help improve its local communities. In this episode, Platinum Premiers Zameer Upadhya and Chris Chambers join Ivn Watan

Must-Know Business Exit Planning Considerations With Jeremy Suarez
June 07, 2021

New Jersey financial consulting firm Tomoro LLC possesses a distinct ability to manage business owners financial choices in a way that will help them reach their desired long-term wealth goals. How d

Resuming Air Travel in the Era of COVID-19 With MilesAhead – With Rob Karp
May 24, 2021

With summer just around the corner and vaccination rollouts ramping up, some countries are starting to lift their restrictions, and slowly but surely, the travel world is beginning to return. In this episode, MilesAhead’s CEO and founder, Rob Karp,

Bajraktari Realty’s Diverse Real Estate Approach — With George Papanicolaou, Florim, and Gani Bajraktari
May 10, 2021

Bajraktari Realty Management is a multifaceted company that owns and operates over 70 buildings throughout the Bronx, Manhattan, and Yonkers area. After spending over 25 years servicing the New York real estate market,

Navigating the World of Mortgages — With Pat Tobin
April 26, 2021

Getting a mortgage for your new home shouldnt drain the joy out of accomplishing a lifelong goal. Thats why Cardinal Financial Company works to create a better mortgage experience so that your home

What You Need to Know About Medicare — With Jim Ryan
April 12, 2021

Its never too early to start planning for your Medicare coverage. If youre ready to start thinking about your coverage, join Ivn Watanabe in this informative episode as he sits down with Opus PCs

Designing Your Next Phase of Life: Retirement — With Kaplan Mobray
March 22, 2021

Kaplan Mobray is not only a best-selling author, but is also one of the worlds most dynamic and inspirational business speakers. Now, you have the chance to learn some of Kaplans expert insight aro

Navigating the Student Loan Marketplace — With Joe McGrath
March 08, 2021

Are you someone who has applied, or is planning to apply, for a student loan? Then this is an episode you wont want to miss! To bring you greater clarity around student loans, Ivn Watanabe sits dow

Retirement Threats — Part 5 — With Rob Pruett
February 22, 2021

How can you plan for the retirement you desire when there are many uncertainties that could impact it, like new economic and legislative changes? Find out in this episode, as Ivn Watanabe joins Rob P