Tag: Legacy Planning
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)

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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:

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

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

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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:

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FEATURE
Legacy Planning and Purposeful Living

Legacy Planning and Purposeful Living

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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:

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