WealthStyle Podcast

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 … Read More Read More

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, … Read More Read More

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 … Read More Read More

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. … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

Non-compete clauses are often seen as essential safeguards for employers to protect their intellectual property. However, did you know that recent Federal Trade Commission (FTC) rulings are set to eliminate most non-competes? This week Iván Watanabe and Evan Wohl sit down with Jim Magner, Head of Thought Leadership for Guardian Business Resource Center (BRC), to … Read More Read More

How do you keep your tax records clean and avoid those dreaded IRS audits? This week, Mike Nulty from Matthews & Nulty, Inc. joins Iván Watanabe and Evan Wohl to discuss effective tax strategies for individuals and small business owners. They dive into common mistakes, like poor record-keeping, and provide actionable tips on how to … Read More Read More

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 … Read More Read More

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 … Read More Read More

Are you struggling to maintain a routine with your children while juggling the demands of daily life? You aren’t alone. This week on the WealthStyle podcast, Iván Watanabe and Evan Wohl sit down with Dr. Judith Adamo, a Licensed Psychologist who specializes in early childhood development. Throughout their conversation, they explore practical strategies for balancing … Read More Read More

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 … Read More Read More

Navigating the twists and turns of today’s financial landscape is bound to raise a few questions. Join Evan Wohl and Iván Watanabe as they delve into some of the most pressing financial queries and scenarios you may be facing in the current environment while highlighting the importance of having a financial advisor to help guide … Read More Read More

In this heartfelt conversation, Iván Watanabe and Evan Wohl open up about the joys and challenges of fatherhood as Iván stands on the cusp of welcoming his second child, a baby boy. With help from his colleague and friend, Evan, a seasoned parent of three, they explore the emotions, preparations, and adjustments that come with … Read More Read More

As a healthcare professional or proprietor of a healthcare practice, your primary focus is safe and legal patient care. Managing the intricacies of healthcare leaves minimal capacity to navigate the complexities of legal matters. Understanding the legal side of your business is crucial for protection, which is why we invited Stephanie Rodin, Founder and Attorney … Read More Read More

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 … Read More Read More

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, … Read More Read More

Talking about money can be challenging for couples. It’s not just about the numbers; it’s about the emotions, values, and power dynamics that come into play. In the latest installment of WealthStyle, Evan Wohl and Iván Watanabe are joined by licensed psychotherapist Carmela Bennett. Carmela brings her extensive experience to the table, providing insights into … Read More Read More