Tag: NYC
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

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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

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How to Secure Funding for Your Startup with Sinohe Terrero

How to Secure Funding for Your Startup with Sinohe Terrero

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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!

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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.

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FEATURE
Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions

Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions

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Curious about Bitcoin but overwhelmed by the noise? Get ready to unravel the complexities of the world’s most talked-about cryptocurrency.

Evan Wohl and Iván Watanabe invite Chet Schwartz, RICP®, a financial advisor at Strategies for Wealth, to demystify Bitcoin. Chet explains how cryptocurrency works, how it differs from traditional fiat currencies, and key benefits and risks that crypto investors should know about.

Watch this episode on our YouTube channel!

Iván, Evan, and Chet discuss:

  • Common terminology related to Bitcoin and blockchain technology
  • What it means to have a decentralized, permissionless network
  • How Bitcoin’s finite supply can potentially contribute to an anti-inflationary environment
  • Cryptocurrency as an asset class in a diversified portfolio
  • Future outlook for Bitcoin’s global adoption
  • And more

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About Chet Schwartz

Chet’s purpose is to transform and evolve the conversations people have about their personal finances so he can help them achieve financial balance. By making complex topics understandable and creating a safe, judgment-free forum for his clients to ask questions, Chet helps close the gaps in financial knowledge, serves as an informed sounding board, and uncovers any blind spots that may impact their present and future security. Chet has a “Protection First” philosophy, which means that before he looks at any risk-based investment options, protecting and securing his client’s assets and income is the highest priority. Recognizing that each client’s financial picture is different, it is his responsibility to create a broad, goals-based planning experience tailored to meet the unique needs of each individual or business.

Chet is extremely proud of the difference he has made in his clients’ lives, including business owners, Institutional Wall Street professionals, partners of law firms, and C-level executives. His special areas of expertise include estate planning for high-net-worth individuals and business continuity planning.

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FEATURE
Transforming Spaces with Marialisa of Cyrus Contracting

Transforming Spaces with Marialisa of Cyrus Contracting

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Are you considering a home renovation but feel overwhelmed by the prospect of working with contractors? 

You’re not alone.

In this episode, Iván Watanabe, and Evan Wohl speak with the owner and operator of Cyrus Contracting, Marialisa Zywotchenko, or ML for short. During their discussion, ML unravels the often daunting task of working with contractors, provides advice on establishing a trustworthy relationship with your contractor, and why investing in quality should be a priority. Through sharing first-hand experiences, ML illustrates the dangers of falling for misleading sales pitches, underscores the critical role of experienced subcontractors, and the legal importance of permits. 

After listening to this episode you will have a clearer understanding of how to approach your next renovation with confidence.

Key topics include:

  • How to find the right contractor for your project and budget
  • The most profitable home improvement renos
  • Questions to ask a potential contractor, including license, permits, and insurance
  • Real examples of client mistakes and misfortunes
  • Trends that stand the test of time vs. fads that don’t last
  • And more

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About Marialisa Zywotchenko:

Marialisa is the owner and operator of Cyrus Contracting. She holds two degrees from New York University in Construction and Real Estate Management. She earned her Associate’s degree from the University of Florida. Marialisa worked for several New York City general contracting firms in numerous roles and previously owned and managed her own painting company.

Marialisa has a passion for fine art and interior design as well as building. Her attention to detail sets Cyrus apart from other contractors in the Manhattan/Westchester competitive market.

The way Marialisa approaches the construction project simplifies the process for clients. She looks at the broad scope of the project and addresses each aspect.

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FEATURE
What to Consider When Planning Your International Flight with Rob Karp and Henry Kamp

What to Consider When Planning Your International Flight with Rob Karp and Henry Kamp

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How can you maximize your vacation and travel experience before you even leave the country?

In this episode, Iván Watanabe and Evan Wohl are joined by Rob Karp, founder and CEO, and Henry Kamp, head of Air Sales and Operations at MilesAhead, in sharing their knowledge of the travel industry and how to gain the most from your flight experience.

Rob and Henry discuss:

  • How the pandemic increased the cost of travel while negatively impacting the experience
  • Why travel so important to people
  • How to ease your flight with a baby
  • Tips to getting through customs and onto the plane faster and easier
  • And more

Resource:

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About Our Guests:

Rob Karp is the Founder and CEO of MilesAhead. A graduate of Cornell University’s School of Hotel Administration (‘19), Rob was named one of Travel + Leisure’s International Rising Stars in 2017 and a finalist for Virtuoso’s Rising Star award in 2019. Rob first founded MilesAhead as a sophomore in high school, initially helping family and friends efficiently use their frequent flyer miles for plane tickets. Over time, MilesAhead has evolved into a full-scale luxury hospitality company that works with a discerning group of clients.

As the Head of Air Sales and Operations, Henry Kamp ensures that all of our clients’ journeys are as pleasant as the destination. Although Henry focuses primarily on air travel, he plays a pivotal role in all travel bookings, handling everything from finding last-minute rental cars to identifying the perfect hotel.

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