Student loans are changing fast, and the rules are getting harder to follow.

What does it really mean to be financially free, and can a high income alone get you there?

Financial decisions often seem straightforward, until the details start to matter.

As technology accelerates and AI reshapes workflows, where does human connection still matter most?

In sports, a great coach can transform a team. In business, the same is true for a great leader..

How can a simple idea transform into a successful business?

How do you ensure your child’s education savings strategy is truly future-proof?

Discover how the mindset of elite athletes can help you perform better at work and in life.

Student loans are changing fast, and the rules are getting harder to follow.

What does it really mean to be financially free, and can a high income alone get you there?

Financial decisions often seem straightforward, until the details start to matter.

As technology accelerates and AI reshapes workflows, where does human connection still matter most?

Starting a family often changes how people think about money, responsibility, and risk. The real challenge is not access to information, but turning it into clear action before small gaps become big problems.

Having Difficult Conversations With Aging Parents: How To Start And What To Say

What does it take to run 240 miles through storms, sleep deprivation, mountains, desert nights, and total isolation, while raising two kids and leading a fast-growing career in healthcare? 

Divorce is one of the most emotional and confusing transitions someone can face, and most people are not prepared for how overwhelming the process can feel. 

What does it take to turn reflection into forward momentum?

Student loans have shifted so many times this year that even well-informed professionals are unsure what rules still apply. 

How do you help a child thrive, especially when traditional methods fall short?

Most people think the path to wealth is income, but Morgan Keim realized financial freedom required more than a high-paying job.

What if your child could say “investment” before they could spell it?

When Lou Mohn’s mother passed away, he found himself navigating not just grief, but the full weight of estate, financial, and logistical complexity.

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.

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. 

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.

What if everything you think you know about college admissions is wrong?

What does it take to lead in a world where your adversaries are invisible?

In sports, a great coach can transform a team. In business, the same is true for a great leader..

Discover how the mindset of elite athletes can help you perform better at work and in life.

Turning a leap of faith into a thriving business!

How do you ensure your child’s education savings strategy is truly future-proof?

Is your medical practice reaping the rewards it deserves?

How can a simple idea transform into a successful business?

Have you ever considered leaving the familiarity of corporate life to pursue a passion that truly fulfills you?

What does it take to lead an elite team bursting with talent and ambition?

Join hosts Iván Watanabe and Evan Wohl as they reflect on the pivotal moments and key lessons of 2024.

When is the right time for your startup to raise funds and how should you go about it?

Contrary to popular belief, Gen Z isn’t ignoring their financial future. Instead, they’re investing strategically with a digital-first mindset.

We discuss estate planning strategies for high-net-worth individuals, including insights on navigating complex tax laws and leveraging available opportunities.

We discuss insights into housing market trends, how to make your real estate investments work for you, and tips on managing Airbnb properties effectively.

With significant changes swirling around non-compete agreements, we explore the FTC ban on non-competes and what it means for employers and employees alike. 

As of 2023, only 27% of private-sector employers offer paid parental leave programs.

Are you equipped to navigate the rest? 

With the federal deficit nearing $2 trillion, understanding how these numbers impact your financial future has never been more critical.

Tune in and learn how to keep your financial records clean and stay ahead of potential IRS audits!Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Are you struggling to maintain a routine with your children while juggling the demands of daily life?

You aren’t alone.

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

This conversation reflects on today’s real estate market dynamics, and the implications of interest rate changes, and expands into the broader scope of financial planning and investment strategies.

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.

We dive deep into the legal aspects of healthcare practice management, covering employment agreements, patient and employee issues, buying and selling practices, and supplying advice to fellow healthcare practitioners.

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

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

You’re not alone.

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.

Are you looking to sell your home and need insight into the current market? Want to know what potential buyers are looking for and what you can do to attract them? 

If you’re ready to list your house, make listening to this episode your first to-do!

As 2023 came to a close, WealthStyle unlocked a major milestone:

10,000 downloads! 

Just days before Christmas, Evan Wohl and Iván Watanabe embraced the spirit of the holidays by reminiscing about their childhoods, traditions they’ve carried forth with their families, and the best and worst gifts they’ve either given or received.

Have you considered including covered calls and collars in your investment strategy? What options should you consider when looking at contracts for buying and selling investments?

Are you looking at buying or leasing a car in the near future? Understanding the questions to consider could make the road a bit smoother for your purchase.

In this episode of WealthStyle, Iván Watanabe and Evan Wohl are joined by Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators for part two of this Life Insurance mini-series. 

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 Iván and his co-host Evan Wohl as they interview Robert Weintraub, Manager of Manfredi Jewels about the history and rapidly growing interest in watches, and whether it’s worth purchasing a watch as an investment.

Join Evan Wohl and Rob Pruett from OPUS Private Client, LLC, for a candid discussion surrounding the current market dynamics and how advisors can help clients create flexible plans based on timeless investment principles.

In today’s episode of WealthStyle, we dive headfirst into the intricate world of modern childcare to help ease feelings of guilt, frustration, and sheer exhaustion. Join Iván and Evan as they have a candid conversation with their friend and client, Emily Bishop about childcare options such as daycare, nannies, and au pairs.

In this 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.

In this episode, Iván Watanabe and Evan Wohl are joined by Mark Cole, a digital forensic investigator, in discussing the what, where, when, and how of hackers trying to access personal information digitally. Mark shares how he protects his online accounts and fears about AI technology overcoming current online protection strategies.

In this episode, Iván Watanabe and Evan Wohl speak with Chalmers Brothers, best-selling author, and certified personal/executive coach, on the role of conversation within business and leadership development. Chalmers shares his experience helping business owners take their everyday tasks to the next level through effective communication and tips to look at their own leadership in a new light.

In this episode of WealthStyle, Evan Wohl speaks with Hal Hershfield, professor of psychology, marketing, and behavioral decision-making at UCLA’s Anderson School of Management on why it is so hard for most people to envision their future selves.

In this episode, Iván Watanabe and Evan Wohl focus on asset allocation and what needs to be considered when creating retirement income assets. They discuss the impact of taxes on retirement planning and how different accounts provide opportunities to save and withdraw retirement funds while avoiding high tax rates.

In this episode, Iván Watanabe and Evan Wohl interview Gideon Akande, an elite fitness coach and consultant, about creating personal health and wellness consistency. He shares tips to transform exercise and healthy eating from a chore to something enjoyable and ways to trick yourself into being healthy without thinking about it.

In this episode, Iván Watanabe and Evan Wohl sit down with Russ Carpentieri, Managing Director at OPUS Private Client, LLC to explore their personal insights, practical tips and real-life examples of how you can make profitable investment decisions.

In this episode, Iván Watanabe and Evan Wohl sit down with Tom Hegna, a retirement expert, best-selling author, public TV host, and international speaker!

In this episode, Iván Watanabe and Evan Wohl learn a few parenting tactics that helped their fellow colleague Russ Carpentieri raise well-rounded, independent children.

Iván Watanabe and Evan Wohl explore the different reasons why their clients want to buy houses, how the costs associated with owning a home factor into financial and retirement planning, and how much the housing market has changed post-pandemic.

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.

In this episode, Iván Watanabe and Evan Wohl talk with Alejandro Azuaje, an investment specialist with OPUS Private Client, LLC about three main types of equity grants and how they are taxed from an employee perspective.

In this episode, Evan Wohl speaks with Joshua Caron, Vice President of Federal Affairs at Finseca, on the Secure Act, how it changed retirement planning, and the individual aspects of the Secure Act 1.0 and 2.0.

In this episode, George Papanicolaou is joined by Chris Ward, CRO at The Publishing Desk, on AI technology in the workplace, specifically tools like ChatGPT.

In this episode, Iván Watanabe and Evan Wohl talk with John P. Davis, best selling author and Sales Director at Onestream Software, about how you can land a job in sales that will allow you to “control your own destiny”.

In this episode, Iván Watanabe and Evan Wohl speak with Jon Minkoff, co-founder, CFO, COO, CIO of ASH NYC, on real estate investment for individual investors, what to consider when entering the current economic market, and how investors view property from a buyer, seller or investment perspective.

In this episode, Iván Watanabe and Evan Wohl are joined by Dr. Wade Pfau, Ph.D, CFA, RICP, founder of Retirement Researcher, and professor at The American College of Financial Services, to discuss some of the research behind retirement planning, and how to increase security around your retirement funds.

In this episode, Iván Watanabe welcomes colleague Evan Wohl to dive deeper into compound interest, and how you can get it working for you.

In this episode, George Papanicolaou speaks with Chris Ward, CRO of The Publisher Desk, on the NIL rule and the regulations surrounding it.

In this episode, Iván Watanabe sits down with experienced financial planner Evan Wohl to discuss cash flow and some real-world applications you can use to keep balanced.

In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF).

In this episode, Iván Watanabe is joined by Dani Izzie, a social media manager at Spinergy Inc, disabilities advocate, and a proud mother of twins. Dani shares her insight as a person with quadriplegia and highlights the costs of basic living with specialized equipment, how society’s perception of disability impacts social interactions, and more.

This week, Iván Watanabe is joined by Mike Manzi, sales coach and founder of MM Sales Consulting. Mike unveils the role of social media as a tool for businesses and outlines the differences between social media platforms, ways to multitask content across multiple platforms, and tips to increase sales actively and passively.

In this episode, Dr. Daniel Crosby interviews Iván on financial planning and finances for immigrant families. Iván shares his personal experiences and the insights he’s gained from two different cultures. Plus, he reveals the impact both have had on his personal decisions.

In this episode, Iván Watanabe and Rob Pruett dive into one of the most important topics in financial planning: What happens to assets after death. Together, they share examples of dividing assets between spouses, the legalities of estate planning, and creating a legacy you can witness.

In this episode, Iván Watanabe & George Papanicolaou join Nikolaos Kontos, head of operations at Concord Maritime. Sharing his maritime experience and knowledge of the global oil trade industry, Nikolaos reveals how countries buying and selling oil have been impacted by rising gas prices.

In this episode, Iván Watanabe and Rob Pruett explore the rising interest rates and inflation faced by consumers and businesses. They dive into the state of the economy while revealing ways clients can make the most out of the market volatility.

In this episode, Iván Watanabe and George Papanicolaou recount their personal experiences with fatherhood, diving into the difference between expectation and reality. They reveal personal changes in routine and expenses while also sharing the realizations brought by parenthood.

In this episode, Iván Watanabe is joined by Jeremy Suarez, managing partner at TOMORO and Michael Canarick, partner at Canarick & Canarick. Together, they dive into estate taxes for business owners and the cost of the potential new tax law.

In this episode, Iván Watanabe sits down with OPUS PC’s benefits consultant, Stefan Carpentieri. Stefan explains everything you need to know about health insurance and employee benefits to help you select the optimal coverage.

In this episode, Iván Watanabe welcomes Alejandro Azuaje, an investment specialist with OPUS Private Client. Alejandro dives into the world of equity awards, explaining what they are, how they work, and how you can make the most out of your equity awards.

In this episode, the chairman and partner of Hodgson Russ LLP, Mark Klein, joins Iván Watanabe and Russ Carpentieri to discuss the true cost of moving states. Mark explains taxes and auditors when moving, and answers frequently asked moving questions while dispelling myths on how to avoid taxation.

In this episode, Julie Harnik, a leadership coach focused on helping individuals and teams maximize their potential, joins Iván Watanabe. Julie discusses how the pandemic has shifted our perspective of what the work environment should look like and reveals the career questions you should be asking yourself, no matter how long you have been walking your career path.

In this episode, Canarick & Canarick’s founder and estate planning attorney, Michael Canarick, sits down with Iván Watanabe to discuss the value of having an estate plan. He explains the current estate planning and tax environment and other considerations to help you plan your estate strategically and specifically.

In this episode, Platinum Premier’s Zameer Upadhya and Chris Chambers join Iván Watanabe to share how the company is working to help people across the United States (and the world) invest in commercial real estate.