Podcast artwork thumbnail for WealthStyle Podcast

WealthStyle Podcast

Ivn Watanabe, Evan Wohl

Booking Overview

This is an interview show focused on wealth management, financial planning, investing, entrepreneurship, and purposeful lifestyle decisions, typically featuring specialized practitioners, founders, and business leaders as external guests. PR agencies could credibly pitch financial advisors, retirement and tax experts, real estate investment specialists, franchise executives, leadership coaches, and entrepreneurs with practical expertise; booking difficulty is likely low.

Metrics

Episodes: 127

Frequency: Every two weeks

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Listener location: USA

YouTube: 85 subscribers

Contact Information

Publicly listed emails

contactus@opus-pc.com

podcasts@proudmouth.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Ivn Watanabe - Host and representative of Opus Private Client, LLC, focused on wealth, purpose, and lifestyle planning.

Evan Wohl - Host and representative of Opus Private Client, LLC, focused on wealth, purpose, and lifestyle planning.

Booking Intelligence

Booking Requirements

low
Typical Credentials:  
Experienced financial professionals, investment and real estate specialists, franchise executives, entrepreneurs, coaches, and other practitioners with a credible business track record and actionable expertise.
Required Achievements:  
Senior or executive leadership in an established company, Professional licenses or recognized industry designations, Founded or scaled a business, Built a substantial client or customer practice, Relevant experience advising investors, business owners, or organizations

Recent Guest Discussions

Brendan Tammany - Delaware Statutory Trusts, 1031 Exchanges, Passive Real Estate Ownership, Reits, Private Credit, And Estate Planning.

Laurence Anthony - Artificial Intelligence Adoption, Emotional Intelligence, Leadership, Organizational Change, Fear, And Workplace Transformation.

Synthia Link - Entrepreneurship, Authentic Marketing, Instagram Advertising, Consistency, Mentorship, And Building A Nutrition Coaching Business.

Neal Brincefield - Retirement Income Planning, Monte Carlo Analysis, Sequence-of-returns Risk, Lifetime Income, And Portfolio Design.

Scott Thompson - Franchise Ownership, Franchise Disclosure Documents, Capital Planning, Unit Economics, Business Fit, And Scaling Franchise Systems.

Recent Topics

Wealth Management, Financial Planning, Investing, Entrepreneurship, Retirement

Episodes

Here's the recent few episodes on
WealthStyle Podcast
:

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

October 05, 2026

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 ...

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

September 21, 2026

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 choosi...

Avoiding Costly Physician Contract Mistakes with Angela Shofner & Michael Shofner (Ep. 127)

August 03, 2026

Physicians spend years training for their careers, but many enter employment agreements without fully understanding the long-term implications hidden in their contracts. What happens if a job turns out to be the wrong fit? What rights do physicians actually have when they want to leave, negotiate compensation, or protect themselves from future liability? In this episode, Iván Watanabe speaks with Angela Shofner, Owner and CEO of Shofner Consulting LLC, and Michael Shofner, COO of Shofner Cons...

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WealthStyle Podcast
:

Alliance Wealth Advisors · Medium booking difficulty · 100 - 1,000 listeners

MONEY 911 · Medium booking difficulty · 100 - 1,000 listeners

Frequently asked questions

Here's some frequently asked questions for
WealthStyle Podcast
:

How do I get in touch with WealthStyle Podcast?

WealthStyle Podcast is hosted by Ivn Watanabe and Evan Wohl. Its publicly listed emails are contactus@opus-pc.com and podcasts@proudmouth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for WealthStyle Podcast?

The publicly listed emails for WealthStyle Podcast: contactus@opus-pc.com and podcasts@proudmouth.com.

How many listeners does WealthStyle Podcast have?

Podseeker estimates WealthStyle Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for WealthStyle Podcast?

WealthStyle Podcast typically books working professionals with real expertise. Typical guest background: Experienced financial professionals, investment and real estate specialists, franchise executives, entrepreneurs, coaches, and other practitioners with a credible business track record and actionable expertise. Common among recent guests: Senior or executive leadership in an established company; Professional licenses or recognized industry designations; Founded or scaled a business. Recent guests include Brendan Tammany, Laurence Anthony, and Synthia Link.

How hard is it to get booked on WealthStyle Podcast?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does WealthStyle Podcast cover?

Recent episodes cover Wealth Management, Financial Planning, Investing, Entrepreneurship, and Retirement. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

contactus@opus-pc.com

podcasts@proudmouth.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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