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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

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WealthStyle Podcast

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by Opus PC

4.6(9 reviews)

122 episodes

Updated Weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

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FairBased on show quality, social media presence, reviews, charts, and more

Quality58

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YouTube68

Engagement32

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Podcast Overview

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.

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Publishing Since

6/3/2020

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🇺🇸 Charts #3

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Apple 142

Spotify 827

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Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality58

Social0

YouTube68

Engagement32

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Good Performance

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excellent

Episode Length

35 minutes

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6.5/10

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Every 19 days

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Recent Episodes

June 22, 2026

Building a Thriving Business Through Consistency and Authentic Marketing with Synthia Link (Ep. 124)

Many people have an idea they want to pursue, but fear often keeps them from taking the first step. What happens when you stop waiting for the perfect moment and commit to showing up consistently, even when the outcome is uncertain? In this episode, Iván Watanabe and Evan Wohl welcome Synthia Link, Owner of Lifestyle Makeover Foundations. Synthia shares her journey from Broadway performer and Radio City Rockette to building a thriving nutrition coaching business serving women across the country. She explains how authenticity, consistency, paid Instagram advertising, and investing in mentorship helped her grow her company while creating a life that aligns with her family priorities and long-term goals. Key Takeaways: <ul> <li style="font-weight: 500;" aria-level="1">Turning an unexpected career transition into a growing nutrition coaching business serving women</li> <li style="font-weight: 500;" aria-level="1">Building an authentic social media presence that attracts ideal clients and drives engagement</li> <li style="font-weight: 500;" aria-level="1">Using Instagram advertising strategically to expand reach and increase business growth</li> <li style="font-weight: 500;" aria-level="1">Investing in coaches, mentors, and communities to accelerate learning and development</li> <li style="font-weight: 500;" aria-level="1">Applying consistency, resilience, and self-belief when pursuing personal and professional goals</li> <li style="font-weight: 500;" aria-level="1">And more!</li> </ul> Connect with Iván Watanabe: <ul> <li><a href="http://opus-pc.com">Opus Private Client, LLC</a> </li> <li><a href="mailto:iwatanabe@opus-pc.com">iwatanabe@opus-pc.com</a></li> <li><a href="https://www.linkedin.com/in/iv%C3%A1n-watanabe-he-%C3%A9l-2185a49">LinkedIn: Iván Watanabe</a></li> <li><a href="https://www.youtube.com/@opusprivateclientllc">YouTube: OPUS Private Client, LLC</a></li> </ul> Connect with Evan Wohl: <ul> <li><a href="http://opus-pc.com">Opus Private Client, LLC</a> </li> <li><a href="mailto:ewohl@opus-pc.com">ewohl@opus-pc.com </a></li> <li><a href="https://www.linkedin.com/in/evan-wohl-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-a05958a/">LinkedIn: Evan Wohl</a></li> <li><a href="https://www.youtube.com/@opusprivateclientllc">YouTube: OPUS Private Client, LLC</a></li> </ul> Connect with Our Guest: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/synthia-link/">LinkedIn: Synthia Link</a> </li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.synthialinkfitness.com/">Website: Lifestyle Makeover Foundations</a> </li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.instagram.com/Synthialink">Instagram: Synthia Link (@synthialink)</a> </li> </ul> About Our Guest: Synthia grew up on Long Island and always dreamed of being on Broadway. After lots of years of hard work she achieved that goal performing in shows such as: How to Succeed in Business…, Bullets over Broadway, Young Frankenstein, Big Fish, and Frozen. She was a Radio City Rockette for 5 years, performed on the great stage at the Met. Opera, and was in multiple episodes of Smash. After a successful career in the theatre, she decided to pivot and focus on a career that provided more time with her family. In 2022, she created her signature nutrition program “Lifestyle Makeover Foundations.” She has worked with over 800 women, all over the world, to lose weight without counting calories, macros, or restrictive dieting. She currently lives in Lloyd Harbor, NY with her two children, husband, & dog!

June 8, 2026

Rethinking Retirement Income Planning With Neal Brincefield (Ep. 123)

Retirement planning can feel clear on paper until market swings, taxes, inflation, and longevity enter the picture. What if the real issue isn’t picking the right product, but knowing which problem you’re trying to solve first? In this episode, Iván Watanabe and Evan Wohl talk with Neal Brincefield, RICP, CLU, ChFC, CExP, Financial Advisor at Consolidated Planning, about Monte Carlo analysis, sequence of returns risk, and retirement income design. Neal explains why simulations should be used as stress tests, not crystal balls, and how a balanced strategy can help reduce pressure on a portfolio. Key takeaways: <ul> <li>Why Monte Carlo analysis can create confidence, but shouldn’t be treated as a crystal ball</li> <li>How the order of investment returns can reshape retirement income planning outcomes</li> <li>Why structural income planning can be more useful than chasing higher portfolio returns</li> <li>How lifetime income and liquid assets can help reduce pressure during market declines</li> <li>Why defining the planning problem first can make product decisions feel less stressful</li> <li>And more!</li> </ul> Connect with Iván Watanabe: <ul> <li><a href="http://opus-pc.com">Opus Private Client, LLC</a> </li> <li><a href="mailto:iwatanabe@opus-pc.com">iwatanabe@opus-pc.com</a></li> <li><a href="https://www.linkedin.com/in/iv%C3%A1n-watanabe-he-%C3%A9l-2185a49">LinkedIn: Iván Watanabe</a></li> <li><a href="https://www.youtube.com/@opusprivateclientllc">YouTube: OPUS Private Client, LLC</a></li> </ul> Connect with Evan Wohl: <ul> <li style="font-weight: 400;" aria-level="1"><a href="http://opus-pc.com">Opus Private Client, LLC</a> </li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:ewohl@opus-pc.com">ewohl@opus-pc.com </a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/evan-wohl-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-a05958a/">LinkedIn: Evan Wohl</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.youtube.com/@opusprivateclientllc">YouTube: OPUS Private Client, LLC</a></li> </ul> Connect with Our Guest: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/nealbrincefield">LinkedIn: Neal Brincefield</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.cplanning.com/">Website: Consolidated Planning</a></li> </ul> About Our Guest: Neal Brincefield has dedicated his professional career to helping people realize their full financial potential by both working with those individuals directly and by recruiting, training, and coaching hundreds of other financial advisors to do the same. Neal started in the financial services industry with Consolidated Planning, Inc. in 2005, initially as an advisor and has maintained that role ever since. In addition to that 1st role, Neal has also worn the hats of top manager, case coach, agency head and national trainer. In those capacities, he has had the opportunity to work with hundreds of Guardian FRs on thousands of cases to refine their process, improve their results and better serve their clients. In 2017, Neal was retained as a special field consultant by Guardian to lead their effort around the company’s industry-leading planning system, The Living Balance Sheet®. Neal’s mission in leading LBS into the future is to continue to provide and refine: 1) An incredible experience for clients 2) A powerful set of planning tools for advisors and 3) An unparalleled recruiting and productivity tool for agency leaders. Under Neal’s stewardship of LBS, Guardian continues to be the only company in the industry whose planning system is led by members of its field force, underscoring Guardian’s commitment to supporting its Financial Representatives and by extension the clients whom they’ve committed their careers to serve. Neal lives in Chapel Hill, NC with his wife Sarah and their 3 children.

May 25, 2026

Franchise Ownership, Capital Planning, and Business Fit with Scott Thompson (Ep. 122)

Buying a franchise can sound simple until the numbers, staffing, and daily decisions start to get real. How do you know whether a franchise fits your goals, cash flow, and lifestyle? In this episode, Iván Watanabe and Evan Wohl speak with Scott Thompson, CEO of Your Future Franchise, about what prospective franchise owners should understand before investing. Scott shares how to evaluate the franchise disclosure document, why working capital matters, what strong franchisors provide, and how buyers can match their strengths, financial position, and goals with the right franchise opportunity. Scott shares: <ul> <li>Why the right franchise depends on a buyer’s skills, budget, lifestyle, and return goals</li> <li>How strong franchisors support owners with systems, training, benchmarks, and KPIs</li> <li>What buyers should review in FDD items 5, 6, 7, and 19 before committing</li> <li>Why being undercapitalized can limit hiring, marketing, growth, and decision-making</li> <li>How franchise ownership can fit career changers, retirees, and purpose-driven investors</li> <li>And more!</li> </ul> Resources: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://drive.google.com/file/d/1iwbxcWglrFoB0ZWLnfQiOw6A9DjjXBCq/view?usp=sharing">Franchise Disclosure Document (FDD) 101</a></li> </ul> Connect with Iván Watanabe: <ul> <li><a href="http://opus-pc.com">Opus Private Client, LLC</a> </li> <li><a href="mailto:iwatanabe@opus-pc.com">iwatanabe@opus-pc.com</a></li> <li><a href="https://www.linkedin.com/in/iv%C3%A1n-watanabe-he-%C3%A9l-2185a49">LinkedIn: Iván Watanabe</a></li> <li><a href="https://www.youtube.com/@opusprivateclientllc">YouTube: OPUS Private Client, LLC</a></li> </ul> Connect with Evan Wohl: <ul> <li><a href="http://opus-pc.com">Opus Private Client, LLC</a> </li> <li><a href="mailto:ewohl@opus-pc.com">ewohl@opus-pc.com </a></li> <li><a href="https://www.linkedin.com/in/evan-wohl-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-a05958a/">LinkedIn: Evan Wohl</a></li> <li><a href="https://www.youtube.com/@opusprivateclientllc">YouTube: OPUS Private Client, LLC</a></li> </ul> Connect with Scott Thompson: <ul> <li><a href="https://www.linkedin.com/in/scott-thompson-618a91/">LinkedIn: Scott Thompson</a></li> <li><a href="https://yourfuturefranchise.com">Your Future Franchise</a></li> <li><a href="https://yourfuturefranchise.com/contact">Contact Franchise Consultant Scott Thompson </a></li> <li><a href="https://www.youtube.com/@Scott-YourFutureFranchise">YouTube: @Scott-YourFutureFranchise</a></li> <li><a href="https://www.instagram.com/smthompson1979">Instagram: @smthompson1979</a></li> <li><a href="https://www.facebook.com/people/Your-Future-Franchise/61580667705676/">Facebook: Your Future Franchise</a></li> </ul> About Our Guest: Scott Thompson is a nationally recognized franchise leader with over two decades of experience growing some of the most respected brands in health, wellness, beauty, and personal services. Over his career, he has served in many roles — including franchisee, multi-unit operator, board member, and private equity–backed executive — giving him a 360° perspective on what it takes to build and scale successful franchise brands. Now, as a Franchise Consultant with FranChoice, Scott offers a proven, no-cost consultative process to help individuals, couples, executives in transition, existing multi-unit operators, and PE & Family Office investors explore franchising. He guides them through discovering opportunities that align with their financial goals, lifestyle vision, and growth strategies — ultimately becoming confident, successful business owners. Over his career, Scott has: <ul> <li style="font-weight: 400;" aria-level="1">Driven explosive brand expansion — leading development strategies that opened thousands of locations nationwide.</li> <li style="font-weight: 400;" aria-level="1">Partnered with private equity and multi-unit operators to optimize unit economics, accelerate openings, and maximize enterprise value.</li> <li style="font-weight: 400;" aria-level="1">Built franchise systems from the ground up — from market analysis and site selection to lease negotiation, construction optimization, and resale strategies.</li> </ul> Whether guiding an executive into their first franchise, helping an experienced operator diversify, or advising private equity groups on brand acquisition and portfolio growth, Scott brings the same core philosophy: “InServiceTo” his clients’ success. With deep industry relationships, a data-driven approach, and firsthand ownership experience, Scott has a rare 360° perspective on franchising. He understands what makes a franchise thrive and how to match the right people to the right opportunities. If you’re ready to explore franchise ownership, scale your portfolio, or evaluate brands for acquisition, Scott is a trusted partner who can get you from curiosity to confident ownership.

122 total episodes available with 1 transcripts

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Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is 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.
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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