Month: May 2024

FEATURE
Working With A Financial Advisor

Working With A Financial Advisor

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Navigating the twists and turns of today’s financial landscape is bound to raise a few questions.

Join Evan Wohl and Iván Watanabe as they delve into some of the most pressing financial queries and scenarios you may be facing in the current environment while highlighting the importance of having a financial advisor to help guide you. 

This conversation reflects on today’s real estate market dynamics, and the implications of interest rate changes, and expands into the broader scope of financial planning and investment strategies. 

Iván and Evan discuss:

  • The impact of the current interest rate environment on buying decisions in the real estate market
  • Strategies for navigating high mortgage rates and understanding the broader historical context of interest rates
  • The growing interest in cryptocurrencies like Bitcoin and how they could fit into contemporary investment portfolios
  • The importance of asset liquidity and preparedness 
  • The value of diversified banking and safeguarding assets
  • And more

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

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FEATURE
A Conversation Between Dads

A Conversation Between Dads

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In this heartfelt conversation, Iván Watanabe and Evan Wohl open up about the joys and challenges of fatherhood as Iván stands on the cusp of welcoming his second child, a baby boy.

With help from his colleague and friend, Evan, a seasoned parent of three, they explore the emotions, preparations, and adjustments that come with expanding a family. Their conversation is rich with insights, laughter, and love for their children as they offer their perspectives on the transformative experience of parenting. 

Highlights from this episode include:

  • The significance of support from family/community (It takes a village!)
  • Anxieties surrounding family expansion and how to prepare for their arrival
  • Financial preparations such as estate planning and college account funding
  • The pursuit of balancing career demands with the responsibilities of parenthood
  • Challenges and triumphs of being a parent and the importance of being adaptable and intentional in their approach
  • And more

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

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