WealthStyle Podcast

About 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 of the Opus Private Client team.

Publisher

Opus PC

Category

business

Language

en

Explicit

No

First episode

3 Jun 2020

Latest episode

19 Oct 2026

Latest episodes

1 of 128 episodes have a transcript.

1. 

   19 Oct 2026

   Teaching Kids Financial Literacy Through Everyday Money Conversations with Brian Meisner (Ep. 130)

   Teaching kids about money can feel surprisingly difficult, especially when parents aren’t sure where to begin or how much their children will understand. In this episode, Evan Wohl and Iván Watanabe welcome Brian Meisner, Founder of Cash For Cubs, to explore how families can make financial literacy easier to understand and talk about. Brian shares how Cash For Cubs grew from his classroom experience and private tutoring into a self-paced family program. They also explore budgeting, investing, inflation, credit, cash flow, and why developing comfort with money conversations early can carry into adulthood. Brian discusses: How demand for financial literacy tutoring led him to create the self-paced Cash For Cubs learning program Ways parents can use videos, worksheets, and quizzes to reinforce financial concepts with their children How relatable stories can help children understand concepts such as investing, inflation, credit, and budgeting Why introducing financial literacy at a young age can make money conversations feel more familiar over time Why many adults still struggle to understand their spending, savings, cash flow, retirement accounts, and taxes And more! Connect with Iván Watanabe: Opus Private Client, LLC (http://opus-pc.com) iwatanabe@opus-pc.com (mailto:iwatanabe@opus-pc.com) LinkedIn: Iván Watanabe (https://www.linkedin.com/in/iv%C3%A1n-watanabe-he-%C3%A9l-2185a49) YouTube: OPUS Private Client, LLC (https://www.youtube.com/@opusprivateclientllc) Connect with Evan Wohl: Opus Private Client, LLC (http://opus-pc.com) ewohl@opus-pc.com  (mailto:ewohl@opus-pc.com) LinkedIn: Evan Wohl (https://www.linkedin.com/in/evan-wohl-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-a05958a/) YouTube: OPUS Private Client, LLC (https://www.youtube.com/@opusprivateclientllc) Connect with Our Guest: LinkedIn: Brian Meisner (https://www.linkedin.com/in/brian-meisner-36049ab5/) Website: Cash for Cubs (https://shop.cashforcubs.com/) Instagram: @cashforcubs (https://www.instagram.com/cashforcubs/) info@cashforcubs.com (mailto:info@cashforcubs.com) About Our Guest: Brian is the Founder of Cash For Cubs, an educational platform designed to help children build lifelong financial confidence through engaging, age-accessible lessons, activities, and storytelling. He created Cash For Cubs because financial literacy is one of the most important life skills we can teach — yet many children grow up without a strong foundation in money management. His goal is to make conversations about money simple, approachable, and fun for families, educators, and young learners. Through a bear-themed learning journey, Cash For Cubs teaches foundational concepts like saving, budgeting, investing, banking, credit, retirement planning and more through interactive videos, hands-on worksheets, and comprehensive quizzes designed to turn financial education into an experience kids enjoy. Brian believes the earlier we start conversations about money, the more confident and prepared the next generation will be. Beyond building Cash For Cubs, he’s a father to two amazing boys and a husband to his beautiful wife. He’s always looking for a challenge and enjoys the little things in life. Come on, let’s talk about money!

2. 

   5 Oct 2026

   How Better Financial Data Helps Business Owners Make Faster Decisions with Hector Perez (Ep. 129)

   Business owners need reliable financial information while there’s still time to act on it. Waiting for perfect data can leave important decisions arriving too late. In this episode, Iván Watanabe and Evan Wohl speak with Hector Perez, Founder and CEO of Quantum FBI, about building a stronger finance function as a company grows. Hector explains why timely, accurate data can improve decision-making, how organic growth shaped his approach to margins and ownership, and why cash flow knowledge is critical for founders. They also explore scenario forecasting, preparing for AI investment, building an international finance team, and using fractional CFO support when a full-time CFO isn’t practical. Hector discusses: Why timely financial data can be more useful to business leaders than complete information that arrives too late How organic growth can force founders to understand margins, products, services, relationships, and value creation Why accurate financial data gives leaders a stronger foundation for strategic advice and business decisions How scenario analysis can prepare companies to act quickly when economic conditions or technology changes Why founders need to understand cash flow and when a fractional CFO can provide needed financial guidance And more! Connect with Iván Watanabe: Opus Private Client, LLC (http://opus-pc.com) iwatanabe@opus-pc.com (mailto:iwatanabe@opus-pc.com) LinkedIn: Iván Watanabe (https://www.linkedin.com/in/iv%C3%A1n-watanabe-he-%C3%A9l-2185a49) YouTube: OPUS Private Client, LLC (https://www.youtube.com/@opusprivateclientllc) Connect with Evan Wohl: Opus Private Client, LLC (http://opus-pc.com) ewohl@opus-pc.com  (mailto:ewohl@opus-pc.com) LinkedIn: Evan Wohl (https://www.linkedin.com/in/evan-wohl-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-a05958a/) YouTube: OPUS Private Client, LLC (https://www.youtube.com/@opusprivateclientllc) Connect with Our Guest: LinkedIn: Hector Perez (https://www.linkedin.com/in/hectorvperez/) Website: Quantum FBI (https://www.quantumfbi.com/) Instagram: @quantum_fbi (https://www.instagram.com/quantum_fbi) Facebook: Quantum FBI (https://www.facebook.com/QuantumFBI/) About Our Guest: Hector Perez is the Founder and CEO of Quantum FBI, a strategic finance and business intelligence advisory firm that brings together finance, technology, and talent. Quantum FBI acts as an extension of its clients’ finance teams, specializing in data-driven transformation for early-stage and middle-market companies to achieve financial clarity, drive growth, improve performance, and deliver shareholder value. The firm’s services include outsourced finance and accounting, FP&A, finance transformation and ERP implementation, finance advisory, and CFO services, including interim and fractional CFO support.

3. 

   21 Sept 2026

   How Does Disability Insurance Work? Benefits, Definitions, Riders, and Income Protection (Ep. 128)

   If your career and income are central to your financial plan, what happens when an illness or injury keeps you from working for months or years? For physicians, other highly specialized professionals, and anyone relying heavily on employer disability benefits, the details of that coverage can matter more than simply knowing a policy exists. In this episode of the WealthStyle Podcast, Iván Watanabe and Evan Wohl explain how long-term disability insurance works and what to review before choosing coverage. They break down monthly benefits, benefit and elimination periods, definitions of disability, group versus individual coverage, and common policy riders. They also explain how medical underwriting, exclusions, future coverage increases, and premium payment choices can affect the protection you ultimately receive. Key points: How monthly benefits, benefit periods, and elimination periods determine when and how much a policy pays Why the definition of disability can significantly affect your ability to qualify for policy benefits How true own occupation, own occupation, and any occupation definitions provide different levels of coverage How residual, inflation, future increase, and catastrophic disability riders can change policy protection Why group and individual disability coverage can differ in portability, underwriting, and policy definitions And more! Resources: Income Protection Report – Opus Private Client (https://drive.google.com/file/d/1659hoZgb-8InjIgTtwV9ti0wQWPFX42D/view?usp=sharing) Connect with Iván Watanabe: Opus Private Client, LLC (http://opus-pc.com) iwatanabe@opus-pc.com (mailto:iwatanabe@opus-pc.com) LinkedIn: Iván Watanabe (https://www.linkedin.com/in/iv%C3%A1n-watanabe-he-%C3%A9l-2185a49) YouTube: OPUS Private Client, LLC (https://www.youtube.com/@opusprivateclientllc) Connect with Evan Wohl: Opus Private Client, LLC (http://opus-pc.com) ewohl@opus-pc.com  (mailto:ewohl@opus-pc.com) LinkedIn: Evan Wohl (https://www.linkedin.com/in/evan-wohl-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-a05958a/) YouTube: OPUS Private Client, LLC (https://www.youtube.com/@opusprivateclientllc)

Inside a recent episode

What Most Doctors Get Wrong About Longevity with Dr. Tracy Gapin (Ep. 106)

Published 22 Sept 2025 · Transcript excerpt

[…] Your immune system. It drives longevity. It's actually one of the key hallmarks of aging now is your gut. Oh, interesting. Testing the gut, testing cortisol, stress hormone. Most of us fail to acknowledge that we're stressed and I don't just mean psychological, but our system is stressed and you can measure that with things like cortisol. A lot of imaging you do in cardiovascular health, like a calcium score or a clearly heart scan and all these tests put together. Give you this very clear understanding now of your system of what's working and what's not working and what really needs to be refined, but more importantly, how? […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

3,990

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

6 ratings

Spotify

3.7 / 5

3 ratings

Podcast Authority Score: 49 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

58

Social presence

0

YouTube

68

Engagement

32

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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