Episodes: 127
Frequency: Every two weeks
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
YouTube: 85 subscribers
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.
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.
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.
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...
Alliance Wealth Advisors · Medium booking difficulty · 100 - 1,000 listeners
MONEY 911 · Medium booking difficulty · 100 - 1,000 listeners
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.
The publicly listed emails for WealthStyle Podcast: contactus@opus-pc.com and podcasts@proudmouth.com.
Podseeker estimates WealthStyle Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
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.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
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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