WealthStyle Podcast

In this podcast we breakdown how to move your wealth, purpose and lifestyle forward with clarity and confidence. Always Forward is this show’s mantra. Enjoy the podcast with host and WealthStyle evangelists, Russ Carpentieri, Iván Watanabe and the rest o

Recent Episodes

Leasing or Buying a Car with Alfonso Ruggiero

Posted December 18, 2023 • 00:34:55

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...

Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

Posted December 4, 2023 • 00:30:11

Considering Indexed Universal Life Insurance (IUL) but still trying to figure out where to start?

You aren’t alone.

Social media...

Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

Posted November 20, 2023 • 00:48:37

With the typical asset division in investment planning being turned on its head, life insurance could be a beneficial alternative option.

How...

The Timeless Artistry and History of Watches with Rob Weintraub

Posted November 6, 2023 • 00:38:27

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...

Current Market Dynamics with Evan Wohl and Rob Pruett

Posted October 23, 2023 • 00:40:47

Predicting the future is something that many people expect investment and wealth advisors to do, especially when it comes to fluctuations within the...