All Episodes
WealthStyle Podcast — 125 episodes
Avoiding Costly Physician Contract Mistakes with Angela Shofner & Michael Shofner (Ep. 127)
Delaware Statutory Trusts and 1031 Exchanges for Passive Investors with Brendan Tammany (Ep. 126)
AI, Fear, And Human-Led Change with Laurence Anthony (Ep. 125)
Building a Thriving Business Through Consistency and Authentic Marketing with Synthia Link (Ep. 124)
Rethinking Retirement Income Planning With Neal Brincefield (Ep. 123)
Franchise Ownership, Capital Planning, and Business Fit with Scott Thompson (Ep. 122)
The Student Loan Strategy Most Borrowers Miss with Geoffrey Urquhart (Ep. 121)
The Doctor Who Cracked the Luxury Watch Market with Dr. Talha Kaner (Ep. 120)
Your Top Financial Questions Answered: Tax Strategies, Insurance, Savings, and More (Ep. 119)
The Evolution of Video and the Enduring Power of Human Connection with Ryan Spicer (Ep. 118)
Planning Basics for Growing Families: Cash Flow and Coverage with Russell Carpentieri (Ep. 117)
How to Start Difficult Conversations With Aging Parents With Maria Graceffa (Ep. 116)
Episode Title: Moab 240 & the Mindset of Doing Hard Things with Christine O’Hara Ryan (Ep. 114)
What Most People Overlook in Divorce Planning with Meg Priest (Ep. 113)
Reflecting on 2025 and Looking Forward: Growth, AI, and What’s Next
Your Guide To Student Loans in 2025 with Joe McGrath (Ep. 112)
How to Be an Ally to Parents of Neurodiverse Kids (Ep. 111)
Real Estate the Right Way with Morgan Keim (Ep. 110)
Raising Financially Literate Kids with Dr. Michele Cho Dorado (Ep. 109)
What To Know When Handling a Parent’s Passing with Lou Mohn (Ep. 108)
How to Protect What Matters Most with Mike Silverman (Ep. 107)
What Most Doctors Get Wrong About Longevity with Dr. Tracy Gapin (Ep. 106)
How Sequence of Return Risk Could Impact Your Retirement Income (Ep. 105)
Why Top Colleges Are Rejecting ‘Perfect’ Students with Kate Stone (Ep. 104)
Lessons From the Front Lines of Cybersecurity and Entrepreneurship with Dan Singer (Ep. 103)
Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 2 (Ep. 102)
Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 1 (Ep. 101)
Sonie Skogerson’s Journey on Building a Business with Heart & Hustle (Ep. 100)
How to Strategically Plan for College Costs (Ep.99)
The Power of Price Transparency Data in Medical Practice Growth
Building a Business from Scratch with Adam Tesser
Breaking Free from the Corporate Mold with Chelsea Thaxter
How To Build a Winning Culture with Jeremy Zoll from the Minnesota Twins
Reflecting on 2024: Key Takeaways and Lessons Learned with Iván Watanabe and Evan Wohl
How to Secure Funding for Your Startup with Sinohe Terrero
Understanding Gen Z’s Financial Mindset With Alex Azuaje and Harrison Welsh
Estate Planning Essentials for High-Income Earners with Joe Biondolillo
Crafting Profitable Real Estate Investments with Jessica Sigmund
The Impact of the FTC Ruling on Non-Competes With Jim Magner
Breaking Down Maternity Leave with Garlande Patz
The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca
Common Tax Mistakes for Business Owners and How to Avoid Them With Mike Nulty
REPLAY: Planning For Retirement: Social Security and Medicare with Elaine Floyd
REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance
Parenting Tips With Licensed Psychologist, Dr. Judith Adamo
Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions
Working With A Financial Advisor
A Conversation Between Dads
Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.
Legacy Planning and Purposeful Living
Transforming Spaces with Marialisa of Cyrus Contracting
The Psychology of Love & Money with Dr. Carmela Bennett
Strategies for Real Estate Success with Scott Shuman
Journey to 10K Downloads: Reflecting on Our Podcast’s Growth
Joy To The World: Gratitude & Laughter with Evan Wohl and Iván Watanabe
Strategies for Managing Single Stock Positions with Andrew McCall
Leasing or Buying a Car with Alfonso Ruggiero
Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance
Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance
The Timeless Artistry and History of Watches with Rob Weintraub
Current Market Dynamics with Evan Wohl and Rob Pruett
Your Child, Your Choices: Detailing Child Care Options with Emily Bishop
Planning For Retirement: Social Security and Medicare with Elaine Floyd
How to Protect Your Identity in a Digital World with Mark Cole
How Effective Conversations Build Great Business Leaders with Chalmers Brothers
How to Make Tomorrow Better Today with Hal Hershfield
Tax Strategies for Financial and Retirement Planning
How to Stay on Top of Your Fitness Goals with Gideon Akande
An Eye on Investments with Russ Carpentieri
Guaranteed Income for a Happy Retirement with Tom Hegna
Teaching Gratitude and Generosity in an Affluent Home
When Is the Right Time to Buy a House?
What to Consider When Planning Your International Flight with Rob Karp and Henry Kamp
Exploring Equity Grants and Their Taxation with Alejandro Azuaje
How the Secure Act Has Changed Retirement Planning with Joshua Caron
The Future of AI Automation with George Papanicolaou and Chris Ward
How To Get A Sales Job with John P. Davis
Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff
Decreasing Investment Loss During Retirement with Dr. Wade Pfau
Compound Interest is a Snowball with Evan Wohl
The NIL Rule In Student Athlete Profitability with Chris Ward
The Fundamental Pieces to Managing Cash Flow with Evan Wohl
Optimizing Your Charitable Contributions Without The Stress with Jen Mayo
Navigating A Disability with Dani Izzie
Expanding Your Influence Through Usable Social Media Content with Mike Manzi
Financial Planning for Immigrant Families with Dr. Daniel Crosby
What You Should Know About Assets After Death with Rob Pruett
A Conversation Around Global Oil and Gas with Nikolaos Kontos
The New 1980s Inflation with Rob Pruett
Planning for Parenthood with George Papanicolaou
Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff
Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick
The World of Health Care Benefit Plans With Stefan Carpentieri
The Benefits of Equity Awards With Alejandro Azuaje
What to Know About Moving Across State Lines With Mark Klein
Supercharge Your Career With Julie Harnik
A Conversation Around Estate Planning & Taxes with Michael Canarick
Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers
Must-Know Business Exit Planning Considerations With Jeremy Suarez
Resuming Air Travel in the Era of COVID-19 With MilesAhead – With Rob Karp
Bajraktari Realty’s Diverse Real Estate Approach — With George Papanicolaou, Florim, and Gani Bajraktari
Navigating the World of Mortgages — With Pat Tobin
What You Need to Know About Medicare — With Jim Ryan
Designing Your Next Phase of Life: Retirement — With Kaplan Mobray
Navigating the Student Loan Marketplace — With Joe McGrath
Retirement Threats — Part 5 — With Rob Pruett
Retirement Threats — Part 4 — With Russell Carpentieri
Retirement Threats — Part 3 — With George Papanicolaou
Retirement Threats — Part 2 — With Adam Rolewicz
Retirement Threats — Part 1 — With Lou Mohn
Instilling Work Ethic & Charity Within a Financially Advantaged Family
How to Take Your Golf Game to the Next Level — With Tom Patri
From Collecting Wine to Virtual Tastings: Wine 101 — With Sarah Tracey
How to Protect Your Income with Disability Insurance
What to Consider When Reviewing Your Attending Physician Contract — With Stephanie J. Rodin, Esq.
What it’s Like Working With Opus Private Client
From the Election to COVID-19: Investing in Today’s Environment
COVID-19: What’s Happening on the Hill? — With Joshua Caron
Wills & Trusts: Managing Assets After Death — With Anthony J. Enea
How Will Socially-Distant Schooling Work?
How to Start Using the Most Overlooked Corporate Benefits
Financial Planning Considerations for Young Families
Our New Normal: How the Retirement Landscape has Changed — With Rob Pruett
What the Top Opus Clients Have in Common
Meet Your Hosts, Russell Carpentieri and Iván Watanabe