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)
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
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.
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 Ivándiscuss 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
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.
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
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
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.
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
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.
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
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.
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]
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.
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]
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.
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]
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]
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.
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]
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.
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
Chelsea Thaxteris 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.
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
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
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.
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
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.
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
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.
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
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.
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
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.
In today’s episode of WealthStyle, Iván Watanabe and Evan Wohl interview Elaine Floyd, Director of Retirement Life Planning at HorsesMouth about the intricacies of our nation’s support systems; Social Security and Medicare.
Listen as Elaine shares her expert knowledge by debunking some common misconceptions and detailing the benefits these programs provide using real-life examples and historical facts.
Whether you’re approaching retirement, caring for a loved one, or simply curious about recent changes and restrictions regarding Social Security and Medicare, this episode is a must-listen!
Gain insight as Elaine discusses:
The importance of accessing your retirement income plan for the duration of your lifetime
Common mistakes people make when claiming Social Security, and the varying spousal benefits
The differences between Medicare Part A and Part B
How to navigate your options regarding your Health Savings Account (HSA) and Medicare
With the typical asset division in investment planning being turned on its head, life insurance could be a beneficial alternative option.
How does life insurance fit within portfolio planning?
In this episode, Iván Watanabe and Evan Wohl speak with Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators. Together they discuss whole life insurance by exploring the importance of understanding the insurance company and its investment strategies when choosing a whole life policy.
Join the conversation and learn about:
How life insurance acts as an alternative investment
The complexities of investing in bonds
The importance of owning a participating policy from a mutual insurance company
How whole life insurance can benefit you as a fixed-income asset class
Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.
