Tag: Generational Wealth

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

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

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.

Legacy Planning and Purposeful Living

Legacy Planning and Purposeful Living

What legacy will you leave behind?

In this installment of WealthStyle, Iván Watanabe and Evan Wohl discuss the concept of legacy planning and note that legacy planning extends beyond financial contributions and weighs heavily on how individuals choose to have an impact on families, communities, and society through intentional actions and forward-thinking strategies.

They highlight Ruth Gossman, a professor at Albert Einstein College of Medicine who provided free tuition for future students, and how her gift will transcend through generations. Plus their conversation showcases personal stories and examples of how they are harnessing the power of legacy in their lives.

Iván and Evan touch on:

  • The concept of legacy and its impact on future generations
  • The importance of making people feel empowered and valued
  • Ways to create a lasting impact beyond financial aspects 
  • Charitable giving and trust setups
  • And more

Resources:

Connect with Iván Watanabe:

Connect with Evan Wohl: