Category: Economy
The Evolution of Video and the Enduring Power of Human Connection with Ryan Spicer (Ep. 117)

The Evolution of Video and the Enduring Power of Human Connection with Ryan Spicer (Ep. 117)

By |

The way we consume video has transformed rapidly, but what does that mean for media companies, advertisers, and families planning for the future?

As technology accelerates and AI reshapes workflows, where does human connection still matter most?

In this episode, Evan Wohl speaks with Ryan Spicer, Chief Revenue Officer of Atmosphere TV, about how the media industry has shifted from traditional television to on-demand, multi-platform viewing. They explore how streaming, ad models, and AI are reshaping digital media and advertising workflows. Ryan shares insights on connected TV outside the home, the blending of industry buckets, and why human skills like communication and critical thinking will matter even more in an AI-driven future.

Ryan shares:

  • How video evolved from scheduled television to on-demand, multi-screen experiences
  • Why Atmosphere TV reimagines content for bars, gyms, and public spaces
  • How AI improves ad targeting, workflows, and meeting preparation
  • Why streaming ad experiences can feel more disruptive than legacy TV breaks
  • The importance of human connection, critical thinking, and communication in an AI future
  • And more!

Connect with Evan Wohl:

Connect with Our Guest:

About Our Guest:

Ryan Spicer is the Chief Revenue Officer for Atmosphere, the leading connected television platform for businesses, spearheading the national and local ad sales teams across the organization.  Ryan is a 18+ year media professional with leadership & strategy experience in linear television, premium digital publishers, content marketing & experiential activations across news, sports, and entertainment.

Ryan previously spent more than 14 years at Turner & WarnerMedia, now part of Warner Bros Discovery, helping transform the leading media company from a legacy linear entity to a multi-platform content distributor with robust digital consumer engagement.

In recent years, Ryan led client partnerships for the CNN Digital portfolio, across the Northeast, Southeast and Midwest territories, focusing on the brand’s digital, mobile and branded content offerings, and was among the sales leadership team for the successful launch of the HBO MAX with Ads steaming product.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Planning Basics for Growing Families: Cash Flow and Coverage with Russell Carpentieri (Ep. 116)

Planning Basics for Growing Families: Cash Flow and Coverage with Russell Carpentieri (Ep. 116)

By |

Starting a family often changes how people think about money, responsibility, and risk. The real challenge is not access to information, but turning it into clear action before small gaps become big problems.

In this episode, Iván Watanabe and Russell J. Carpentieri, Founder and Managing Partner at OPUS Private Client, LLC,  walk through the foundational planning steps families should address as life becomes more complex. They focus on understanding cash flow, evaluating employee benefits, and identifying coverage gaps before making bigger financial decisions. The conversation highlights how simple check-the-box actions can reduce exposure, why wills are often overlooked, and how planning brings clarity when expenses and responsibilities grow.

Key takeaways:

  • How cash flow clarity creates better decisions as family expenses grow
  • Why employee benefits are often the fastest starting point for coverage
  • How to think through insurance needs using real math instead of guesses
  • Why non-working spouses still represent significant economic value
  • The risks families face when wills and basic documents are delayed
  • And more!

Connect with Iván Watanabe:

Connect with Russell J. Carpentieri:

 

About Our Guest:

Russell J. Carpentieri has over 34 years of experience in the Health/Welfare industry. He is the co-founder of Opus Private Client, LLC, and Opus Advisory Group, LLC. Russell manages the life insurance, retirement, and healthcare practices within each entity. His clients represent various industries, including finance, private equity, retail, real estate, healthcare, entertainment, and professional services.

A believer in continuous professional development, Russell is an active member of the American Association of Life Underwriters, National Association of Health Underwriters, J.P Morgan, and Westchester County Blue Ribbon Task Force for NYS healthcare. As well, he spends time guest lecturing for numerous private equities, CFO and real estate symposiums, and insurance carrier conferences.

Russell also cares deeply about his community. In fact, he is a founding member of the Make-a-Wish Foundation’s Westchester Chapter. In addition to serving on the Syracuse University Athletic Board and National Football Foundation Board, Russell enjoys being involved in the American Heart Association, 21st Century Board of White Plains Hospital, and the Pajama Program at Turtle Bay Music School in New York City.

After graduating from Syracuse University’s management and finance program in 1983, Russell joined the New York Jets Football Club for two seasons as a special-teams player.

Russell lives in Bedford, New York, with his wife, Suzanne. They have four children: Stefan, Nikolas, Maia, and Sophia.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
How to Start Difficult Conversations With Aging Parents With Maria Garceffa (Ep. 115)

How to Start Difficult Conversations With Aging Parents With Maria Garceffa (Ep. 115)

By |

Having Difficult Conversations With Aging Parents: How To Start And What To Say

In this episode of the WealthStyle Podcast, Iván Watanabe and Evan Wohl are joined by psychotherapist Maria Graceffa to explore how families can approach difficult conversations with aging parents around estate planning, healthcare decisions, and end-of-life wishes.

The discussion focuses less on financial details and more on communication, timing, and emotional awareness. Maria shares why topics that feel taboo are often the most important to address, and how understanding your audience matters just as much as having the right information. The conversation covers practical guidance on aligning with siblings before approaching parents, choosing the right messenger, and framing discussions as invitations rather than directives.

Listeners will also learn what language to avoid, how silence can create space for trust, and what to do when conversations become emotional or go off track. This episode offers thoughtful, real-world insight for anyone navigating multi-generational planning conversations and wanting to protect family relationships while creating clarity for the future.

Key takeaways:

  • Why avoiding “taboo” topics like death, inheritance, and long-term care often creates more stress than clarity
  • How aligning with siblings and choosing the right messenger matters more than having the most expertise
  • How to frame conversations as invitations, not directives, using open-ended questions that preserve a parent’s sense of control
  • What language and timing to avoid, and how pauses and silence can reduce defensiveness and build trust
  • Why these discussions work best as an ongoing dialogue rather than a one-time conversation
  • And more!

Listen to this episode of the WealthStyle Podcast and subscribe to stay connected to conversations that move your wealth and lifestyle forward, always forward.

Connect with Iván Watanabe:

Connect with Evan Wohl:

 

Connect with Maria Graceffa:

 

About Our Guest:

Maria Graceffa is a Licensed Mental Health Counselor in New York and Connecticut. She earned her degree in Psychological Counseling from Teachers College, Columbia University, and is known for being an exceptional listener—a professional secret-keeper, in the best colloquial sense.

Maria is a seasoned clinician, creating a supportive space where clients can heal their vulnerabilities. She communicates directly—no BS—while always leading with gentle compassion. Her work focuses on helping clients process old hurts, develop new and adaptive belief systems, and build healthier behavior patterns that support lasting change. She helps folks have the hard conversations to get unstuck within family, work, and overall life. Maria is further specialized, offering EMDR and couples counseling.

Outside of the therapy room, Maria is a real sports-ball-Mom, with gear, goggles, nets, and balls for every season. She also shares her days with a senior pup who still performs daily auditions for Cirque du Soleil, keeping life both grounded and entertaining. 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Episode Title: Moab 240 & the Mindset of Doing Hard Things with Christine O’Hara Ryan (Ep. 114)

Episode Title: Moab 240 & the Mindset of Doing Hard Things with Christine O’Hara Ryan (Ep. 114)

By |

What does it take to run 240 miles through storms, sleep deprivation, mountains, desert nights, and total isolation, while raising two kids and leading a fast-growing career in healthcare? 

Christine O’Hara Ryan joins the WealthStyle Podcast to share the truth behind completing the Moab 240, one of the toughest ultramarathons in the world, and how the experience reshaped her perspective on leadership, parenting, focus, and what we are capable of when we decide to move forward with intention.

Christine explains how she trained for nearly a year around work and parenting, the storms that nearly stopped the race, the hallucinations, the fear, the support team that helped her push through the darkest stretches, and why she crossed the finish line with only fifteen minutes to spare. Her story is not just about endurance. It is about clarity, discipline, and the small steps that move every part of life forward.

What listeners can expect in this episode:

  • How Christine balanced nine months of training with parenting, leadership, and a demanding career
  • What really happens inside a 240-mile ultramarathon, from weather breakdowns to sleep deprivation to hallucinations
  • Why grit, discipline, and micro wins matter more than motivation
  • Lessons from Moab that translate directly into family life, business, and personal growth
  • And more!

Resources:

 

Connect with Iván Watanabe:

 

Connect with Evan Wohl:

 

Connect with Our Guest:

 

About Our Guest:

Christine O’Hara Ryan is a leader who knows what it means to go the distance — in business, in sport, and in life. A senior sales leader and ultra-endurance athlete, she has built a career transforming teams, elevating leaders, and driving meaningful growth across healthcare, medtech, and high-growth startups. She is known for bringing clarity to chaos, inspiring high performance, and building mission-driven cultures that move with both urgency and heart.

 

In 2025, Christine completed the MOAB 240 — one of the toughest ultramarathons on the planet — crossing the finish line as the final official runner after five relentless days on the trail. Her endurance journey spans Ironmans, Mt. Kilimanjaro, collegiate hockey, and numerous ultra-distance events. She draws on these experiences to teach leaders how to cultivate resilience, lead with purpose, and stay committed when the path gets steep.

 

Christine’s message is simple: grit is built, not born — and anyone can rewrite what they believe is possible. At the core of her approach is focus — the courage to choose what matters most and the discipline to let go of everything that doesn’t. Her leadership philosophy is shaped by long hours training alone on the trail: pace yourself, trust your team, stay present, and keep moving forward, one mile at a time.

 

Most of all, Christine is a mom of two young kids — her greatest motivation and constant reminder that courage is contagious, and that bold lives are built by showing up, again and again, with heart.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
What Most People Overlook in Divorce Planning with Meg Priest (Ep. 113)

What Most People Overlook in Divorce Planning with Meg Priest (Ep. 113)

By |

Divorce is one of the most emotional and confusing transitions someone can face, and most people are not prepared for how overwhelming the process can feel. 

Iván Watanabe and Evan Wohl talk with Meg Priest, founder of Plan for Divorce, about why she created a service that helps women prepare emotionally, financially, and logistically before filing. Meg shares her own experience navigating a non-contentious divorce that still cost over fifty thousand dollars, much of it spent on administrative tasks that could have been handled more efficiently with the right guidance.

She explains why preparation can reduce both legal fees and emotional strain, how checklists and structured planning keep people grounded, and why slowing down before filing may lead to a smoother, less reactive process.

What to expect:

  • How preparation can save money, time, and emotional stress
  • The most common mistakes people make before and during a divorce
  • Why administrative tasks often drive legal costs
  • How Plan for Divorce supports women through structure, clarity, and calm
  • And more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Megan Priest:

About Our Guest:

When my marriage ended, I spent more than $50,000 on my divorce—and about 85% of what I spent wasn’t for legal strategy. It was for administrative work: forms, documentation, and endless process. It turns out I didn’t need a lawyer for all that. I needed a Divorce Organizer. I didn’t have one, so I became one.

After 20+ years leading HR and Talent teams, I know how to bring order and efficiency to complicated situations. Now, I use that same skill set to help women take control of the practical side of divorce—organizing their finances, paperwork, and plans so they can spend their money wisely and make clear, confident decisions.

And because divorce is often the catalyst for needing to rebuild or improve finances, I also help clients strengthen their professional foundation—leveraging my insider knowledge from years in hiring and leadership to help women position themselves for better roles, negotiate with confidence, and step into careers that truly support their next chapter.

I believe preparation is power. The more organized you are, the less you’ll spend—and the more peace you’ll have.

Now I help women get organized before they file — so they can spend less, stress less, and make clear, confident decisions through one of the hardest transitions of their lives.

Outside of work, I’m a mom to a son and daughter and my two wonderful former step-sons (now adults). Family needn’t be defined by legal documents. I’m also an avid kayaker—there’s nothing like time on the water to reset, refocus, and remind me what matters most.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Reflecting on 2025 and Looking Forward: Growth, AI, and What’s Next

Reflecting on 2025 and Looking Forward: Growth, AI, and What’s Next

By |

What does it take to turn reflection into forward momentum?

As another year closes, the opportunity to pause and assess becomes more valuable than ever. Looking back at wins, lessons, and shifts can reveal patterns that shape how we approach what comes next.

In this episode, Iván Watanabe and Evan Wohl reflect on their standout moments from 2025, the shifts they’re seeing in client needs and technology, and what they’re prioritizing as they head into 2026. They discuss personal milestones like turning 40, the importance of pushing physical limits, how AI is reshaping work and relationships, and why building community matters more than ever. They also share insights on balancing family, career growth, and staying adaptable in a rapidly changing environment.

Key takeaways:

  • Personal milestones and lessons learned from physical challenges like High Rocks competitions
  • How AI adoption is changing workflows while increasing demand for human connection and in-person events
  • Balancing career growth with family priorities and creating intentional one-on-one time
  • Finding opportunities in emerging platforms like live social shopping and resale commerce
  • The importance of evolving client relationships beyond numbers to become truly irreplaceable
  • And more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Your Guide To Student Loans in 2025 with Joe McGrath (Ep. 112)

Your Guide To Student Loans in 2025 with Joe McGrath (Ep. 112)

By |

Student loans have shifted so many times this year that even well-informed professionals are unsure what rules still apply. 

Iván Watanabe and Evan Wohl talk with returning guest Joe McGrath of GradFin to help bring clarity to a landscape that feels anything but stable right now. Joe explains what borrowers should understand about the SAVE program pause, why PSLF has become harder to navigate, and how the upcoming RAP program could reshape repayment for years to come. 

He also discusses the mistakes that often derail forgiveness and the updated refinancing environment as rates continue to adjust.

What to expect:

  • A simple breakdown of SAVE, IBR, RAP, and how each affects your path to repayment
  • Why PSLF rejection rates remain high and how to avoid common pitfalls
  • When refinancing may make sense again for high earners
  • Guidance for physicians and professionals facing major policy shifts
  • And more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Joe McGrath:

About Our Guest:

Joseph McGrath presents GradFin’s services to financial advisors from coast to coast about the value of meeting with a student loan consultant to help navigate the perfect repayment plan. In addition to his current role in sales and client management, he has additional experience in both the recruiting and non-profit industries. Joseph currently lives in Philadelphia and is a graduate of Temple University’s Fox School Of Business with a BBA in Marketing.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
How to Be an Ally to Parents of Neurodiverse Kids (Ep. 111)

How to Be an Ally to Parents of Neurodiverse Kids (Ep. 111)

By |

How do you help a child thrive, especially when traditional methods fall short?

In this heartfelt episode, Iván Watanabe sits down with Mindy Coolidge and Meredith Greenwald, co-founders of Up, Up & Away, to talk about Applied Behavior Analysis (ABA), building trust with neurodiverse children, and how true progress happens when empathy leads the way.

As behavior analysts with decades of experience, they share why “happy, relaxed, and engaged” is the gold standard and how their relationship-first model is changing lives, one child at a time.

What to expect:

  • The difference between reinforcement and bribery (and why it matters)
  • Why ABA isn’t “compliance training”, it’s empowerment
  • How parents and bystanders can support children with autism
  • Practical takeaways any parent can use today
  • And so much more!

Connect with Iván Watanabe:

Connect with Up Up and Away:

About Our Guests:

Meredith Greenwald is a Board Certified Behavior Analyst, New York State Licensed Behavior Analyst, New York State Certified Special Education Teacher, and co-founder of Up Up and Away Behavior Analyst PC. She received her BA in Psychology at Lafayette College in 1998 and her MA in Special Education from New York University in 2000. Meredith has 18 years of experience using the principles and practices of Applied Behavior Analysis, working with children diagnosed with Autism and other developmental delays. She excels at developing and implementing programs, social skills training, relationship development, and family training. Meredith lives in Stamford, CT with her husband and two children. She has four dogs – Mabel, George, Pixel, and Cookie.

Mindy Lee Coolidge is a Board Certified Behavior Analyst, New York State Licensed Behavior Analyst, New York State Certified Special Education and General Education Teacher, and co-founder of Up Up and Away Behavior Analyst PC. Mindy has 11 years of experience working with children who have the diagnosis of Autism, have other developmental delays, cognitive impairments, and/or problem behavior. Mindy excels in the areas of: building meaningful relationships with students and their families, speaking as an expert witness/ advocating for a student, administering assessments and creating programming based on the results, collaborating with families and teams for best outcomes, and using the science of ABA to help every child learn in an individualized way that is meaningful, fun, and effective.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Real Estate the Right Way with Morgan Keim (Ep. 110)

Real Estate the Right Way with Morgan Keim (Ep. 110)

By |

Most people think the path to wealth is income, and today’s guest, Morgan Keim, thought that, too. But after building food-tech startups for a decade, he realized financial freedom required more than a high-paying job; it required a fundamental shift.

Join host Iván Watanabe and his former high school classmate, Morgan Keim, as they explore how undervalued properties in emerging markets can deliver both purpose and profit. From the concept of “pride of rentership” to AI-powered lease-ups, Morgan is redefining workforce housing and reshaping what it means to build lasting wealth.

Here’s what you’ll learn:

  • Why income isn’t freedom and what to do instead
  • The 4 ways real estate investors get paid (and what most overlook)
  • How to spot distressed assets with hidden value
  • The key mistake most syndicators make after the deal closes
  • And more!

Connect with Iván Watanabe:

About Morgan Keim:

Morgan is the Managing Partner of Ocean Ridge Capital, a real estate private equity firm that specializes in matching high net worth investors with recession-resilient assets to create tax-efficient cash flow and compound wealth. With 15+ years as a former startup executive (having raised over $400M to build and scale food-tech ventures), and over a decade in multifamily real estate investing (across 2,500+ doors), Morgan expertly combines creativity, strategic insight, and decisive action that creates durable wealth for his clients. He is based in Orange County, CA where he lives with his wife and two young daughters. 

Publishing Tags: 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Raising Financially Literate Kids with Dr. Michele Cho Dorado (Ep. 109)

Raising Financially Literate Kids with Dr. Michele Cho Dorado (Ep. 109)

By |

What if your child could say “investment” before they could spell it?

In this heartfelt and deeply practical episode, Iván Watanabe and Evan Wohl welcome Dr. Michele Cho Dorado, a pediatric gastroenterologist turned financial literacy advocate for kids. Michele shares how her own lack of financial education, despite years of medical training, led her to write a series of children’s books that teach money concepts through stories and play.

Together, they explore how families can normalize money conversations, build values-driven wealth legacies, and raise empowered, financially confident children. It’s not about raising rich kids, it’s about raising capable ones.

Here’s what you can expect from the episode:

  • How financial confidence begins with vocabulary (yes, even at age 3)
  • Why gamifying money works and how to start with bedtime stories
  • The role of family values in building generational wealth
  • Navigating tough conversations about inheritance and entitlement
  • And more!

Previous Episodes of Interest: 

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Dr. Michele Cho Dorado:

About Our Guest:

Dr. Michele Cho Dorado is a physician, author, entrepreneur, and advocate for empowering children through financial literacy. As the founder of Bright Futures EDG (Empower Develop Grow), she inspires through storytelling and actionable strategies that connect wealth building with family values, leadership, and legacy. She is the author of Mimi’s Money Book series, which introduces core money concepts to kids.

She has hosted the Prosperous Kids Summit for the past 2 years, an annual event that brings together experts to help parents raise financially grounded and confident children. She has had numerous publications and speaking engagements, cofounded the Physician Entrepreneur Exchange, and is also an active real estate investor. 

However, her most important role is that of mom to her two young kids and wife to her husband. Through it all, Michele’s mission remains the same – to empower young minds and build wealthy futures.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
What To Know When Handling a Parent’s Passing with Lou Mohn (Ep. 108)

What To Know When Handling a Parent’s Passing with Lou Mohn (Ep. 108)

By |

When Lou Mohn’s mother passed away, he found himself navigating not just grief, but the full weight of estate, financial, and logistical complexity. 

Despite being a seasoned advisor, Lou was surprised by how many small but critical details were missing, from automatic subscriptions and Social Security clawbacks to safe deposit box keys and the burial plot’s location.

What to expect in this episode:

  • The small financial oversights that drain estates without notice
  • Why even organized families can miss key post-death logistics
  • The emotional and practical burden on surviving family members
  • How to start legacy conversations early (and make them easier)
  • And more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Lou Mohn:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
How to Protect What Matters Most with Mike Silverman (Ep. 107)

How to Protect What Matters Most with Mike Silverman (Ep. 107)

By |

Most people think insurance is a checkbox. But the truth is, it’s one of the most overlooked and misunderstood tools in protecting your wealth.

In this episode, Evan Wohl sits down with Mike Silverman, President and CEO of Silver Lining Insurance Agency, to explore the hidden risks in property and casualty insurance and why calling an 800 number might leave you dangerously exposed. 

With nearly 40 years in the industry, Mike unpacks why relationships matter, what umbrella policies really cover, and how your insurance strategy should evolve as your life does.

What to expect:

  • Why most people don’t actually know what insurance they have
  • The big red flags of calling the wrong person for coverage
  • Hidden geographic risks in CA, FL, NJ, and TX
  • How to use insurance to protect not just property, but future income
  • And more!

Connect with Evan Wohl:

Connect with Mike Silverman:

About Our Guest:

Michael has spent his entire career in the insurance field. He began his career in 1988 with Guardian’s S&W Agency (now known as Strategies for Wealth). Over the past 30+ years, he has earned a reputation for his industry knowledge and expertise, his commitment to his clients, and his overall passion for his life’s work.

Michael, President & CEO of Silver Lining Insurance Agency, Inc., is responsible for new business development, as well as client relations and sales. He is a committed advisor and helps our clients make educated choices on what product or service best suits their wants. Over the years, his practical experience and proactive approach have allowed him to advise both individuals and businesses on how to identify and manage their level of risk.

Michael holds a bachelor’s degree from George Washington University and Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Insurance Counselor (CIC) designations. Michael was raised in Livingston, New Jersey, and returned to raise his family. In 2019, Michael and his wife of 30 years, Daena, moved to West Orange, NJ. 

Through the years, Michael has been an active member of numerous township committees and has sat on the Board of his local synagogue, where he served two terms as President. In 2012, Michael was elected Councilmember to the Township of Livingston, and in 2014 and 2015, he served as both Mayor & Deputy Mayor. Michael is also active in several other philanthropic endeavors.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
What Most Doctors Get Wrong About Longevity with Dr. Tracy Gapin (Ep. 106)

What Most Doctors Get Wrong About Longevity with Dr. Tracy Gapin (Ep. 106)

By |

Dr. Tracy Gapin used to be a high-powered urologist running a fast-paced surgical practice. But after hitting a wall, burnout, brain fog, and a crushing sense of disconnection, he pivoted. 

This episode dives into Dr. Gapin’s powerful personal story and the evolution of his work at the Gapin Institute, where he’s now redefining health optimization through personalized medicine, wearable tech, and data-driven coaching.

He and Iván discuss the emotional toll of the traditional healthcare system, the emerging power of diagnostics and HRV tracking, and how doctors can escape burnout by building practices around purpose, not just patients.

What to expect:

  • Why “one size fits all” medicine is failing high performers
  • How to track your health like a CEO tracks their business
  • The truth about wearables and what metrics actually matter
  • How physicians can turn their expertise into high-impact ventures
  • And more!

Resources:

Connect with Iván Watanabe:

Connect with Dr. Tracy Gapin:

About Our Guest:

When Dr. Tracy Gapin was 9 years old, he traced the flow of blood through the heart in a science class and felt instantly fascinated, not just by how the body worked, but by the idea that he could one day help others stay strong, resilient, and fully alive.

He earned his medical degree at UT Southwestern in Dallas and completed a residency at the University of Florida. He chose urology because it brought together surgical precision and men’s health. He saw it as a way to support men through vulnerable, high-stakes moments and help them reclaim their confidence and quality of life.

Around 2010, he felt stuck in a system that rewarded volume over value. The long hours, hospital bureaucracy, and lack of freedom began to take their toll. Tracy wanted more, not only for himself, but also for his patients and his family.

So he did what he always does, and went all in. For nearly 10 years, he learned everything he could from the best experts in the world about business, longevity, performance, and functional health. Then, in 2018, while still at his urology practice, he founded the Gapin Institute to redefine what healthcare could look like. He merged precision medicine, diagnostics, and performance optimization into an integrated model to help people live and lead at their highest level.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
How Sequence of Return Risk Could Impact Your Retirement Income (Ep. 105)

How Sequence of Return Risk Could Impact Your Retirement Income (Ep. 105)

By |

It’s not market volatility or inflation. It’s not even longevity. The greatest threat to your retirement is something most people have never heard of: sequence of return risk.

In this episode of The WealthStyle Podcast, Evan Wohl and Adam Rolewicz reveal the hidden math of early market losses and why two retirees with the same savings can face drastically different futures.

You’ll learn why the timing of your returns matters more than the average, what a buffer asset is and how it works, and how you can design a plan that turns your retirement savings into lasting income with confidence and clarity.

What to expect:

  • What is ‘sequence of return risk’ and why does it matter
  • Why average return is a misleading metric in retirement planning
  • Real examples of how early losses can wreck a portfolio
  • How to use buffer assets to preserve income and legacy
  • And more!

Previous Episodes of Interest:

Connect with Evan Wohl:

Connect with Adam Rolewicz:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Why Top Colleges Are Rejecting ‘Perfect’ Students with Kate Stone (Ep. 104)

Why Top Colleges Are Rejecting ‘Perfect’ Students with Kate Stone (Ep. 104)

By |

What if everything you think you know about college admissions is wrong?

In this electrifying episode, Iván Watanabe and Evan Wohl sit down with Kate Stone, founder of Kate Stone Prep, to unpack why getting into college and building a meaningful life takes more than grades and a good essay. Drawing from her roots in acting, global teaching experience, and years of mentoring students through transformative projects, Kate explains how real-world skills, big goals, and personal authenticity are redefining the college prep game.

She doesn’t just coach students to write their best essays; she coaches them to live their best stories.

What to expect in this episode:

  • Why AP classes and volunteer hours are no longer enough
  • How “special projects” and mentorship open doors beyond academics
  • The shocking truth about how few students are prepared for real life
  • A behind-the-scenes look at building college essays that stand out
  • And so much more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Kate Stone:

About Our Guest:

Kate Stone is an Experienced College Admissions Consultant and College Essay Coach. Kate received her B.S. in Education and a minor in Creative Writing. She continued on as a teaching fellow in Asia. Kate transformed her passion for storytelling into actionable strategies for the college admissions process, essays, and the application as a whole. Her program coaches students to develop and strategize their most powerful narratives based on their individual ideas and achievements.

Some of Kate’s strategies include: Creating a Balanced College List, How to Choose an Essay Topic, College Essay Format: Narrative Structure vs. Montage Structure, How to Approach the Additional Information Section and Why it’s Important, Tackling the ‘Why Us’ Essays. Kate’s students have been accepted to Harvard, Yale, Columbia, Stanford, University of Chicago, NYU, Brown, Berkeley, UPenn, USC, UCLA, The New School, Northwestern, Duke, Emory, and American University of Paris.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Lessons From the Front Lines of Cybersecurity and Entrepreneurship with Dan Singer (Ep. 103)

Lessons From the Front Lines of Cybersecurity and Entrepreneurship with Dan Singer (Ep. 103)

By |

What does it take to lead in a world where your adversaries are invisible?

In this candid conversation, host Evan Wohl sits down with Dan Singer, founder and CEO of cybersecurity firm Reveald, to talk about the realities of building a company that fights on digital battlefields every day. But this isn’t just a tech story, it’s a human one.

Dan shares his journey from college side hustles to leading high-stakes innovation in cybersecurity, and the lessons he’s learned along the way from hiring for scar tissue, to designing a mission-driven culture, to raising a family while building something meaningful.

What to expect in this episode:

  • How cybersecurity is evolving—and why simplicity is the new standard
  • The scar tissue of entrepreneurship: when to pivot, when to persist
  • Hiring “battle-ready” people who align with your mission
  • Designing life intentionally, not just a business
  • And more!

Connect with Evan Wohl:

Connect with Dan Singer:

About Our Guest:

Dan Singer is the CEO of Reveald and a recognized visionary in the cybersecurity space. With a career defined by bold leadership and innovative thinking, Dan has positioned Reveald at the forefront of proactive cybersecurity solutions. He believes cybersecurity should be more than just a defensive measure, it should be aligned with proactive security strategies to get ahead of the growing threat adversaries possess.  Aligning strategic drivers that have the potential to impact the business, building resilience, and being on the cutting edge of defensive strategies. Dan’s leadership is characterized by a relentless focus on turning complex security challenges into streamlined, scalable opportunities. His strategic merger of Reveald with Epiphany Systems created a powerhouse alliance, combining advanced threat modeling with next-generation technology to deliver unmatched cyber risk reduction at scale. Throughout his career, Dan has championed the idea that businesses don’t have to live in fear of cyber threats. Instead, he empowers organizations to approach security with confidence, ensuring clarity and speed in decision making for security operators. Under Dan’s guidance, Reveald continues to redefine what’s possible in cybersecurity, bridging the gap between proactive and defensive strategies.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 2 (Ep. 102)

Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 2 (Ep. 102)

By |

In sports, a great coach can transform a team. In business, the same is true for a great leader.

Iván Watanabe and Evan Wohl continue their conversation with sports psychiatrist Jorge Aguilar, diving deeper into the psychology of leadership and what high-performing athletic teams can teach executives and entrepreneurs about building culture, hiring effectively, and driving growth.

Instead of obsessing over wins, Jorge encourages leaders to focus on alignment, excellence, and psychological safety. Because when people feel safe and valued, they can thrive.

What to expect from this episode:

  • Why “don’t mess up” cultures limit performance
  • How to hire for core values, not just skill sets
  • What psychological safety looks like at work
  • A surprising connection between coaching styles and self-awareness
  • And more!

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Dr. Jorge Aguilar:

About Dr. Jorge Aguilar:

Dr. Aguilar is a board-certified psychiatrist providing mental performance training and talk therapy to athletes in collegiate, Olympic, and professional sports. He is the team sport psychiatrist to New York City FC in Major League Soccer (MLS) and a consultant to Major League Baseball (MLB) on mental health and mental performance. He also participates in the MLB Rookie Development Program, assisting young players transitioning to the Major Leagues. He is an Assistant Professor of Psychiatry and Behavioral Sciences and the Director of Sport & Performance Psychiatry at Montefiore-Einstein. He trained in Pediatrics at the Children’s Hospital of Philadelphia and completed a Psychiatry Residency and Child & Adolescent Psychiatry Fellowship at Montefiore Medical Center in New York. Dr. Aguilar specializes in the assessment and treatment of psychiatric conditions commonly seen in sports, and uses a unique hybrid of sport psychology and evidence-based talk therapy to help athletes elevate their performance in sport and daily life.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 1 (Ep. 101)

Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 1 (Ep. 101)

By |

Discover how the mindset of elite athletes can help you perform better at work and in life.

In this episode, Iván Watanabe and Evan Wohl sit down with Dr. Jorge Aguilar, a board-certified psychiatrist and mental performance coach to NYCFC and MLB players, to explore how proven mental strategies from the world of sports can boost focus, resilience, and productivity in your everyday routine. From managing pressure to staying focused and building resilience, this episode connects the dots between sports psychology and everyday professional success.

Gain valuable insights such as:

  • Techniques for addressing self-doubt and negative thoughts in both sports and business settings [04:38]
  • The myth of constant positivity and how elite performers manage doubts [07:50]
  • Ways to enhance performance through daily habits like mindfulness and nutrition [17:50]
  • The importance of resilience and grit in achieving both personal and professional success [20:22]
  • And more

Connect with Iván Watanabe: 

Connect with Evan Wohl:

Connect with Dr. Jorge Aguilar:

About Dr. Jorge Aguilar:

Dr. Aguilar is a board-certified psychiatrist providing mental performance training and talk therapy to athletes in collegiate, Olympic, and professional sports. He is the team sport psychiatrist to New York City FC in Major League Soccer (MLS) and a consultant to Major League Baseball (MLB) on mental health and mental performance. He also participates in the MLB Rookie Development Program, assisting young players transitioning to the Major Leagues. He is an Assistant Professor of Psychiatry and Behavioral Sciences and the Director of Sport & Performance Psychiatry at Montefiore-Einstein. He trained in Pediatrics at the Children’s Hospital of Philadelphia and completed a Psychiatry Residency and Child & Adolescent Psychiatry Fellowship at Montefiore Medical Center in New York. Dr. Aguilar specializes in the assessment and treatment of psychiatric conditions commonly seen in sports, and uses a unique hybrid of sport psychology and evidence-based talk therapy to help athletes elevate their performance in sport and daily life.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Sonie Skogerson’s Journey on Building a Business with Heart & Hustle (Ep. 100)

Sonie Skogerson’s Journey on Building a Business with Heart & Hustle (Ep. 100)

By |

In this inspiring and relatable episode, Evan Wohl chats with Sonie Skogerson, a Budget Blinds franchise owner who turned a leap of faith into a thriving business. Sonie shares how she launched her window treatment company with minimal training, the value of early marketing hustle, and how her love for fabric and design fueled her first projects.

She dives deep into the support system provided by the franchise, including a strong coaching culture that evolves as your business grows. From tackling early challenges like cash flow and closing rates to navigating tariffs and scaling with the help of community and peer groups, Sonie highlights the power of mentorship, consistency, and social media—especially Instagram—as key drivers of success.

This conversation is packed with valuable takeaways for any entrepreneur, especially those navigating franchise ownership, marketing on a budget, and building a referral-based business.

Key takeaways:

  • The unique impact of a support system within a franchise network [00:08:13]
  • The transition from corporate fashion to entrepreneurship and the role of social media in marketing [00:01:49]
  • Tried and tested strategies for generating referrals [00:21:45]
  • An inside look into the essential support networks and business coaching that fuel her growth [00:13:55]

Connect with Evan Wohl:

Connect with Sonie Skogerson:

About Our Guest:

Sonie is a veteran of the fashion industry, having spent over 10 years crisscrossing North America and the globe for some of the biggest names in luxury sportswear.  She brings her energy, keen eye for quality, design, and detail, and an approachable design style to every personal consultation with Budget Blinds.  Sonie is an expert at understanding your needs and helping you express your own individual style without going over your budget.  She is a graduate of the Parsons School of Design and has studied at the Fashion Institute of Technology and the London College of Fashion.  Sonie owns three Budget Blinds Franchises in Northern New Jersey & has been covering windows for over 12 years. She is a mother of three and an avid downhill skier.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
How to Strategically Plan for College Costs (Ep.99)

How to Strategically Plan for College Costs (Ep.99)

By |

How do you ensure your child’s education savings strategy is truly future-proof?

Join Iván Watanabe and Evan Wohl as they dive into education funding strategies beyond the one-size-fits-all solutions. This episode lends insights into using various financial vehicles like 529 plans, UTMA accounts, and whole life insurance, while evaluating their pros and cons.

Iván and Evan discuss:

  • The significance of a flexible strategy over a singular financial product [00:05:00]
  • Comparisons of common education savings accounts, like 529 plans and UTMA accounts [00:18:30]
  • How to leverage whole life insurance for educational funding [00:25:00]
  • The importance of maintaining options and controlling opportunity costs [00:30:15]
  • And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
The Power of Price Transparency Data in Medical Practice Growth

The Power of Price Transparency Data in Medical Practice Growth

By |

Is your medical practice reaping the rewards it deserves?

Listen in as Iván Watanabe hosts Mitch Spolan, founder of Payorology, to explore the intriguing intersection of healthcare and economics. Mitch shares his fascinating career journey from architecture to the Internet, and finally to entrepreneurship—where Payorology was born. Learn how this innovative approach can have a ripple effect, benefiting not just the doctors, but staff and patients as well.

Highlights include:

  • Mitch’s inspiring career shift story tied to his family’s interests [00:00:49]
  • The importance of data in negotiating payer rates for medical practices [00:16:35]
  • Unique ways Payorology uses transparency data to assist small practices [00:22:04]
  • Insight into Mitch’s vision for helping practices and communities thrive [00:24:26]

Connect with Iván Watanabe:

Connect with Mitch Spolan:

About Our Guest:

Mitch Spolan is the Founder and CEO of Payorology, where he helps medical practices optimize their payor contract negotiations by leveraging price transparency data. Through his work, he uncovers significant revenue opportunities by analyzing the current contracted rates of local peer practices, providing healthcare providers with actionable insights for successful negotiations.

Before founding Payorology, Spolan served as EVP of Partnerships at Chegg, Inc., leading business development and sales initiatives across multiple business lines. He also held leadership roles at Yahoo! and LivingSocial, gaining extensive experience in interactive media, sales, and marketing while driving growth and innovation.

Beyond his professional career, Spolan served on the Board of Directors for The Advertising Council, Inc., contributing to impactful public service campaigns. He holds both a bachelor’s and a master’s degree in architecture from the University of Florida.

With a deep passion for supporting healthcare providers and a strong background in sales and marketing, Spolan leads Payorology in delivering value-driven solutions that empower medical practices to thrive.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Building a Business from Scratch with Adam Tesser

Building a Business from Scratch with Adam Tesser

By |

How can a simple idea transform into a successful business?

Evan Wohl sits down with Adam Tesser, co-founder of Ostrich Chairs, to explore the entrepreneurial journey of two friends who turned a honeymoon discomfort into a national brand. In a candid conversation, Adam shares insights into starting a business, handling early challenges, and staying resilient amid unpredictability.

Tap into your entrepreneurial spirit and discover:

  • The origins of Ostrich Chairs and the initial challenges faced [1:53]
  • Overcoming financial struggles and warehousing solutions [11:03]
  • Transitioning to direct import programs and a pivotal Good Morning America feature [14:29]
  • Reflections on entrepreneurship and future aspirations [23:37]
  • And more

Connect with Evan Wohl:

Connect with Adam Tesser:

About Adam Tesser:

A former commodities options trader, Adam is now the Co-Founder and President of Deltess Corp, the makers of Ostrich Beach Chairs. Proud husband & father of two girls.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Breaking Free from the Corporate Mold with Chelsea Thaxter

Breaking Free from the Corporate Mold with Chelsea Thaxter

By |

Have you ever considered leaving the familiarity of corporate life to pursue a passion that truly fulfills you? What if that leap could transform your perspective on success and personal satisfaction?

Evan Wohl chats with Chelsea Thaxter, an executive coach and consultant who traded a decade in corporate law for a journey of connection and personal growth. Chelsea reveals how her transition from law to coaching emerged from a desire to engage more deeply with people and create a meaningful impact in their lives. 

Chelsea discusses:

  • [00:02:04] Her journey from corporate law to executive coaching
  • [00:04:27] The structure of her one-on-one coaching sessions and the common themes she addresses
  • [00:11:53] The challenges and learnings from leaving a structured career to start her own business
  • [00:17:50] Advice for dealing with less-than-ideal work environments and the importance of taking action
  • And more

Connect with Evan Wohl:

Connect with Chelsea Thaxter:

About Our Guest:

Chelsea Thaxter is an executive coach and professional development facilitator and consultant dedicated to empowering professionals to navigate their careers with presence and purpose. Through her practice, she equips her clients to master essential professional skills and lead with authenticity and confidence. Chelsea began her legal career as a corporate lawyer serving as outside general counsel to startup and emerging growth technology companies, while also advising the venture capital firms that invest in them. After practicing law, she led the professional development team at an AmLaw200 law firm. These experiences now inform her coaching and consulting work, enabling her to provide unique insights into professional advancement and leadership. Chelsea holds certifications from the Co-Active Training Institute and the International Coaching Federation. She is also an iEQ9 Enneagram Accredited Practitioner.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
How To Build a Winning Culture with Jeremy Zoll from the Minnesota Twins

How To Build a Winning Culture with Jeremy Zoll from the Minnesota Twins

By |

What does it take to lead an elite team bursting with talent and ambition?

Iván Watanabe and Adam Rolewicz dive into the world of leadership and organizational culture with Jeremy Zoll, the new General Manager of the Minnesota Twins. They discuss the challenges and strategies involved in shaping a winning sports team while fostering a supportive work culture. Jeremy shares his journey from Assistant GM to GM, offering insights into his leadership philosophy and the realities of guiding top-tier talent. 

Gain insight into how you can build a winning culture as this episode covers:

  • Transitioning from Assistant GM to GM and the challenges faced [00:02:07]
  • Navigating leadership in an organization with diverse personalities [00:07:12]
  • Balancing team success with individual player development [00:12:20]
  • The role of mental health and diverse staff support in performance [00:20:49]
  • Incorporating analytics in player evaluation and development [00:39:25]
  • And more

Connect with Iván Watanabe: 

Connect with Adam Rolewicz:

 

About Jeremy Zoll:

Jeremy Zoll, who was promoted to Vice President in November of 2021, begins his fifth season as an Assistant General Manager and seventh overall with the Twins, after previously serving as Director of Minor League Operations from 2018-19. In his role, Zoll partners with Dr. Chris Camp to oversee the organization’s performance team and drives developmental initiatives in the minor leagues.

Zoll’s professional experience began with a summer internship with the Cincinnati Reds in 2011, which was followed by a video internship in 2012 for Toronto’s minor league affiliate in Vancouver. In 2013, he started working for the Los Angeles Angels of Anaheim, where he coordinated the organization’s efforts in advance scouting.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Reflecting on 2024: Key Takeaways and Lessons Learned with Iván Watanabe and Evan Wohl

Reflecting on 2024: Key Takeaways and Lessons Learned with Iván Watanabe and Evan Wohl

By |

Join hosts Iván Watanabe and Evan Wohl as they reflect on the pivotal moments and key lessons of 2024. From embracing the art of living in the moment to setting the stage for a successful and meaningful 2025, this episode of WealthStyle dives into the power of gratitude, curiosity, and intentional growth. 

Iván and Evan discuss:

  • The importance of gratitude and a strong support system in both personal and professional life 
  • The shifting dynamics of modern fatherhood and the value of being present
  • Reflections on the growth of cryptocurrency and its mainstream acceptance
  • The rise of AI and the potential it holds for professional and personal applications
  • Balancing routines and the quest for personal growth amidst family commitments
  • And more

Don’t miss this inspiring conversation that will leave you motivated to take on the new year with purpose! 

Previous Episodes of Interest:

  • A Conversation Between Dads
  • Parenting Tips With Licensed Psychologist, Dr. Judith Adamo
  • Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions
  • The Future of AI Automation with George Papanicolaou and Chris Ward

Connect with Iván Watanabe:

Connect with Evan Wohl:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
How to Secure Funding for Your Startup with Sinohe Terrero

How to Secure Funding for Your Startup with Sinohe Terrero

By |

When is the right time for your startup to raise funds and how should you go about it?

Managing Partner, Ivan Watanabe welcomes Sinohe Terrero, CFO and COO of Envoy, to explore the current landscape of fundraising for startups. Together, they discuss entrepreneurs’ unique challenges today, share tips on crafting a compelling story for investors, and highlight the importance of having the right team. 

Whether you’re a budding entrepreneur or a seasoned business owner, this episode is packed with insights you won’t want to miss!

Highlights include:

  • Sinohoe’s experience with growth in the tech startup world
  • How companies and founders can navigate the dramatic changes in the fundraising landscape
  • Challenges of adapting to a post-zero-interest-rate world
  • Practical advice on managing startup resources effectively, including focusing on operational efficiency
  • How to avoid pitfalls like over-hiring, and prioritizing investments that drive growth and scalability
  • And more!

Connect with Iván Watanabe:

Connect with Sinohe Terrero:

About Sinohe Terrero:

Sinohe Terrero is an executive with over 20 years of experience in technical accounting, corporate operational finance, data intelligence, SaaS, e-commerce, and public company reporting, with significant expertise in various finance and accounting areas.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

FEATURE
Understanding Gen Z’s Financial Mindset With Alex Azuaje and Harrison Welsh

Understanding Gen Z’s Financial Mindset With Alex Azuaje and Harrison Welsh

By |

Contrary to popular belief, Gen Z isn’t ignoring their financial future. Instead, they’re investing strategically with a digital-first mindset.

Evan Wohl sits down with fellow OPUS advisors, Alex Azuaje and Harrison Welsh, to dive into the complex financial habits and expectations of Generation Z. They explore how Gen Z’s experiences with key historical events like the 2007 global recession and the 2020 pandemic have distinctly shaped their financial attitudes, creating a generation that’s both skeptical and entrepreneurial. From leveraging side hustles to exploring unconventional avenues like cryptocurrency and real estate, this generation is rewriting the financial rulebook.

Alex and Harrison touch on:

  • The definition and demographics of Gen Z 
  • How Gen Z’s upbringing with technology as digital natives influences their financial choices 
  • Their pragmatic, often skeptical approach to traditional financial structures
  • The impact of historical financial crises on their career and investment strategies 
  • Their entrepreneurial spirit and diversified income streams
  • And more

Resources:

Connect with Evan Wohl:

Connect with Alejandro Azuaje and Harrison Welsh:

About Our Guests:

Alejandro Azuaje is an associate and investment specialist at Opus Private Client, LLC. After graduating from college, Alejandro entered the financial planning industry. He joined Opus in 2017 and is elated to be working for a team that believes in holistic planning and executes its recommendations with efficiency and ease. Alejandro’s specialties are in financial planning analysis, financial modeling, and equity investments. He is a Westchester native from Purchase, NY, and an Alumnus of New York University with a bachelor’s degree in computer science.

Harrison Welsh specializes in coordinating the many moving pieces of his clients’ financial lives. He believes in a bespoke approach to financial strategies, offering clarity and insights into cash flow management and progress toward achieving various financial goals. Harrison’s firm employs a macroeconomic approach, integrating all financial decisions through a comprehensive economic model to ensure a cohesive and effective strategy.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

FEATURE
Estate Planning Essentials for High-Income Earners with Joe Biondolillo

Estate Planning Essentials for High-Income Earners with Joe Biondolillo

By |

Estate planning is often seen as one of the more intricate aspects of financial management, particularly for high-net-worth individuals who face distinct challenges and opportunities when it comes to transferring wealth effectively.

Iván Watanabe and Evan Wohl engage with Joe Biondolillo, president and founder of Biond Financial, to discuss estate planning strategies for high-net-worth individuals. Joe shares practical insights on navigating complex tax laws and leveraging available opportunities.

Joe discusses:

  • Understanding estate tax liability and why everyone should have an estate plan 
  • Steps to discounting assets and how it impacts your estate 
  • Strategic gifting to maximize the current exemption limits 
  • How freezing growth works and why it’s crucial for high net worth portfolios 
  • Addressing capital gains tax implications and potential solutions
  • And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Joe Biondolillo:

About Our Guest:

Joseph Biondolillo brings nearly 24 years of expertise to his role as the founder of Biond Financial. Dedicated to helping professionals, executives, and closely held corporations protect, save, and grow their financial wealth, Biond Financial provides tailored guidance amidst today’s volatile economic landscape. Recognizing that many individuals base financial decisions on trends, opinions, emotions, and online advice, Joseph and his team utilize a unique macroeconomic approach to reveal the full financial picture. This process empowers clients to build and safeguard their wealth while taking control of their economic futures.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

FEATURE
Crafting Profitable Real Estate Investments with Jessica Sigmund

Crafting Profitable Real Estate Investments with Jessica Sigmund

By |

Managing Partner and host of WealthStyle, Iván Watanabe sits down with Jessica Sigmund, a Licensed Real Estate Agent to explore the world of Airbnb and real estate investments in the tri-state area. Listen as she shares insights into housing market trends, how to make your real estate investments work for you, and tips on managing Airbnb properties effectively.

This episode unpacks the following:

  • The current real estate market and trends in the tri-state area
  • Key strategies for buying, selling, and investing in real estate 
  • Success stories and challenges in the Airbnb market
  • The importance of staging and managing rental properties
  • Understanding the risks and benefits of property investment
  • And more

Connect with Iván Watanabe:

Connect with Jessica Sigmund:

About Jessica Sigmund:

When Jessica Sigmund thinks about real estate, the first words that come to mind aren’t “appraisal,” “closing cost,” or ” adjustable-rate mortgage.” For her, the most important element of real estate is the “human element”. It’s what first sparked her passion for real estate when she was a young girl marveling at the inherent beauty and architecture of homes she saw daily. It’s what incentivized her to join her aunt’s management company, DeLaurentis Management, and work her way up the ranks, learning every component of the industry, until she eventually became a real estate agent. And it’s what makes her a known, loved, and trusted agent who was honored with the Rookie of the Year award in 2018.

One of the most important reasons that home buyers and sellers alike rely on Jessica is because, beyond her knowledge, integrity, sincerity, and business acumen, her top priority is understanding and delivering on her client’s needs. Many individuals enter the extremely overwhelming process of home buying with a dream home and have no idea how to find it. Jessica’s steady commitment to learning every aspect of her client’s goals and her poise under pressure make the experience enjoyable and seamless. Most of all, Jessica’s passion for Real Estate is surpassed only by her desire to help others, because she values the trust her clients place in her to guide them through one of the most important decisions of their lives. She avails herself to clients at any time, ensures that the lines of communication are open and consistent, and offers patience and attentive guidance throughout the process.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

FEATURE
The Impact of the FTC Ruling on Non-Competes With Jim Magner

The Impact of the FTC Ruling on Non-Competes With Jim Magner

By |

In the fast-paced world of employment law, staying informed is crucial. With significant changes swirling around non-compete agreements, employers and employees must remain vigilant and prepared.

This week Iván Watanabe and Evan Wohl sit down with Jim Magner, Head of Thought Leadership for Guardian Business Resource Center (BRC), to explore the FTC ban on non-competes and what it means for employers and employees alike. They explore the implications of the court’s decision to set aside the FTC’s rule, the responsibilities of employers, and the current legal landscape surrounding non-compete agreements.

Gain insight as Jim shares:

  • Details on how the federal court ruling affected the FTC’s non-compete rule
  • Steps employers can take to inform employees about non-compete agreements
  • Ways employees can navigate the evolving legal landscape surrounding non-compete agreements
  • And more

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Jim Magner:

About Jim Magner:

Jim Magner is the Head of Thought Leadership for Guardian’s Business Resource Center (BRC). 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

FEATURE
Breaking Down Maternity Leave with Garlande Patz

Breaking Down Maternity Leave with Garlande Patz

By |

As of 2023, only 27% of private-sector employers offer paid parental leave programs. 

Are you equipped to navigate the rest? 

In this WealthStyle episode, Iván Watanabe and Evan Wohl sit down with Garlande Patz, Head of Absence and Disability Practices at Guardian Life, to cover everything you need to know about maternity leave benefits. You’ll gain key insights into navigating your company’s benefits, understanding state versus federal protections, and practical steps to take when you’re expecting a new member of your family.

Iván, Evan, and Garlande cover:

  • Short-term disability benefits and the Family Medical Leave Act (FMLA)
  • State-specific family leave programs and understanding your eligibility
  • Tips for preparing in advance to avoid stress during maternity leave
  • Understanding different employer, state, and supplemental health benefits for comprehensive coverage
  • And more!

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Garlande Patz:

About Our Guest:

Garlande Patz is the Head of Absence and Disability Practices for group benefits at Guardian Life. Her professional focus is on strategy and growth of Absence products: disability benefits, FML administration, state-paid leave regulations, and ADA.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

FEATURE
The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca

The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca

By |

With the federal deficit nearing $2 trillion, understanding how these numbers impact your financial future has never been more critical.

Join Evan Wohl as he chats with Jennifer Fox, Vice President of Federal Affairs at Finseca, about the current financial state of the U.S. economy and its political implications. Facing heightened interest rates, substantial federal deficits, and upcoming tax reforms, they explore how these challenges can shape the financial landscape. You will gain insights into the current state of Social Security, Medicare, and strategies to manage long-term care costs, along with understanding the key economic discussions that will influence the 2025 presidential race.

Evan and Jennifer discuss:

  • Jennifer’s background and day to day operations at Finseca.
  • The impact of interest rates on the federal deficit and budget.
  • Possible financial issues facing the country over the coming decades. 
  • The importance of planning for long-term care and baby boomer preparedness.
  • The tax law sunsetting in 2026 and its possible impact on the upcoming election.
  • And more

Connect with Evan Wohl:

Connect with Jennifer Fox:

About Jennifer Fox:

Jennifer Fox is the Vice President of Federal Affairs at Finseca. She leads their lobbying initiatives, advocating for policies that support the financial security profession and educating policymakers and their staff on the importance of comprehensive financial planning, encompassing life insurance, retirement planning, and investments, to serve clients effectively. 

Jen led Finseca’s political advocacy initiatives, which included the Ambassador Program, fly-ins, and political fundraising, including Finseca’s PAC. She is committed to assisting members in becoming politically involved and empowering them to share their stories. 

Jen has spent time at the White House and Capitol Hill, which has helped shape her knowledge of small business, technology, labor, and tax issues. She also serves as the President of The Advocacy Association.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More