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

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Recent Episodes

Financial Planning Considerations for Young Families

Posted August 10, 202000:25:08

As your life changes, so will your financial planning needs. One major transition that can shift your financial picture is starting a family. But what...

Our New Normal: How the Retirement Landscape has Changed — With Rob Pruett

Posted July 27, 202000:30:01

A lot has changed over the years, including our lifespans, goals, and view of what makes the perfect retirement. How is financial planning adapting...

What the Top Opus Clients Have in Common

Posted June 3, 202000:27:55

Over the years, Russ Carpentieri and Iván Watanabe have noticed that clients who have the greatest level of financial success and personal satisfaction...

Meet Your Hosts, Russell Carpentieri and Iván Watanabe

Posted June 3, 202000:26:05

Welcome to the inaugural episode of the Wealth Style podcast! In this debut episode, get to know your hosts, Russell Carpentieri and Iván Watanabe,...