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 o

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Recent Episodes

Exploring Equity Grants and Their Taxation with Alejandro Azuaje

Posted April 24, 2023 • 00:47:25

Company equity grants are a tried and true way for businesses to provide investment opportunities to their employees, and as a way to incentivize and...

How the Secure Act Has Changed Retirement Planning with Joshua Caron

Posted April 10, 2023 • 00:27:39

The Secure Act was one of the most significant systemic rewrites of retirement planning in recent history. These changes created opportunities for all...

The Future of AI Automation with George Papanicolaou and Chris Ward

Posted March 27, 2023 • 00:34:40

AI technology has started to enter the workplace as a writing tool and information chatbot. How will this technology impact future generations’ business...

How To Get A Sales Job with John P. Davis

Posted February 17, 2023 • 00:32:18

Landing yourself the job of your dreams usually requires a lot more than just having the prettiest resume.

In this episode, Iván Watanabe...

Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff

Posted January 2, 2023 • 00:40:45

Real estate investment is a balance between finding the right financial opportunity, and a unique, desirable location. How can you build real estate investments...