WealthStyle Podcast

The way we consume video has transformed rapidly, but what does that mean for media companies, advertisers, and families planning for the future?

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

In this episode, Evan Wohl speaks with Ryan Spicer, Chief Revenue Officer of Atmosphere TV, about how the media industry has shifted from traditional television to on-demand, multi-platform viewing. They explore how streaming, ad models, and AI are reshaping digital media and advertising workflows. Ryan shares insights on connected TV outside the home, the blending of industry buckets...

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.

In this episode, Iván Watanabe and Russell J. Carpentieri, Founder and Managing Partner at OPUS Private Client, LLC,  walk through the foundational planning steps families should address as life becomes more complex. They focus on understanding cash flow, evaluating employee benefits, and identifying coverage gaps before making bigger financial decisions. The conversation highlights how simple check-the-box actions can reduce exposure, why wills are of...

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

In this episode of the WealthStyle Podcast, Iván Watanabe and Evan Wohl are joined by psychotherapist Maria Graceffa to explore how families can approach difficult conversations with aging parents around estate planning, healthcare decisions, and end-of-life wishes.

The discussion focuses less on financial details and more on communication, timing, and emotional awareness. Maria shares why topics that feel taboo are often the most important to address, and how understanding your audience matters just as much as having the right information. The c...

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? 

Christine O’Hara Ryan joins the WealthStyle Podcast to share the truth behind completing the Moab 240, one of the toughest ultramarathons in the world, and how the experience reshaped her perspective on leadership, parenting, focus, and what we are capable of when we decide to move forward with intention.

Christine explains how she trained for nearly a year around work and parenting, the storms that nearly stopped the...

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. 

Iván Watanabe and Evan Wohl talk with Meg Priest, founder of Plan for Divorce, about why she created a service that helps women prepare emotionally, financially, and logistically before filing. Meg shares her own experience navigating a non-contentious divorce that still cost over fifty thousand dollars, much of it spent on administrative tasks that could have been handled more efficiently with the right guidance.

She explains why preparation ca...

What does it take to turn reflection into forward momentum?

As another year closes, the opportunity to pause and assess becomes more valuable than ever. Looking back at wins, lessons, and shifts can reveal patterns that shape how we approach what comes next.

In this episode, Iván Watanabe and Evan Wohl reflect on their standout moments from 2025, the shifts they’re seeing in client needs and technology, and what they’re prioritizing as they head into 2026. They discuss personal milestones like turning 40, the importance of pushing physical limits, how AI is reshaping work and relat...

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

Iván Watanabe and Evan Wohl talk with returning guest Joe McGrath of GradFin to help bring clarity to a landscape that feels anything but stable right now. Joe explains what borrowers should understand about the SAVE program pause, why PSLF has become harder to navigate, and how the upcoming RAP program could reshape repayment for years to come. 

He also discusses the mistakes that often derail forgiveness and the updated refinancing environment as rates continue to...

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

In this heartfelt episode, Iván Watanabe sits down with Mindy Coolidge and Meredith Greenwald, co-founders of Up, Up & Away, to talk about Applied Behavior Analysis (ABA), building trust with neurodiverse children, and how true progress happens when empathy leads the way.

As behavior analysts with decades of experience, they share why “happy, relaxed, and engaged” is the gold standard and how their relationship-first model is changing lives, one child at a time.

What to expect:

Most people think the path to wealth is income, and today’s guest, Morgan Keim, thought that, too. But after building food-tech startups for a decade, he realized financial freedom required more than a high-paying job; it required a fundamental shift.

Join host Iván Watanabe and his former high school classmate, Morgan Keim, as they explore how undervalued properties in emerging markets can deliver both purpose and profit. From the concept of “pride of rentership” to AI-powered lease-ups, Morgan is redefining workforce housing and reshaping what it means to build lasting wealth.

Here’s what you’...

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...

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:

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.

In this episode, Evan Wohl sits down with Mike Silverman, President and CEO of Silver Lining Insurance Agency, to explore the hidden risks in property and casualty insurance and why calling an 800 number might leave you dangerously exposed. 

With nearly 40 years in the industry, Mike unpacks why relationships matter, what umbrella policies really cover, and how your insurance strategy should evolve as your life does.

What to expect:

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. 

This episode dives into Dr. Gapin’s powerful personal story and the evolution of his work at the Gapin Institute, where he’s now redefining health optimization through personalized medicine, wearable tech, and data-driven coaching.

He and Iván discuss the emotional toll of the traditional healthcare system, the emerging power of diagnostics and HRV tracking, and how doctors can escape burnout by building practices around...

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 r...

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

In this electrifying episode, Iván Watanabe and Evan Wohl sit down with Kate Stone, founder of Kate Stone Prep, to unpack why getting into college and building a meaningful life takes more than grades and a good essay. Drawing from her roots in acting, global teaching experience, and years of mentoring students through transformative projects, Kate explains how real-world skills, big goals, and personal authenticity are redefining the college prep game.

She doesn’t just coach students to write their best essays; she...

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

In this candid conversation, host Evan Wohl sits down with Dan Singer, founder and CEO of cybersecurity firm Reveald, to talk about the realities of building a company that fights on digital battlefields every day. But this isn’t just a tech story, it’s a human one.

Dan shares his journey from college side hustles to leading high-stakes innovation in cybersecurity, and the lessons he’s learned along the way from hiring for scar tissue, to designing a mission-driven culture, to rai...

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

Iván Watanabe and Evan Wohl continue their conversation with sports psychiatrist Jorge Aguilar, diving deeper into the psychology of leadership and what high-performing athletic teams can teach executives and entrepreneurs about building culture, hiring effectively, and driving growth.

Instead of obsessing over wins, Jorge encourages leaders to focus on alignment, excellence, and psychological safety. Because when people feel safe and valued, they can thrive.

What to expect from this episode:

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

In this episode, Iván Watanabe and Evan Wohl sit down with Dr. Jorge Aguilar, a board-certified psychiatrist and mental performance coach to NYCFC and MLB players, to explore how proven mental strategies from the world of sports can boost focus, resilience, and productivity in your everyday routine. From managing pressure to staying focused and building resilience, this episode connects the dots between sports psychology and everyday professional success.

Gain valuable insights such as:

In this inspiring and relatable episode, Evan Wohl chats with Sonie Skogerson, a Budget Blinds franchise owner who turned a leap of faith into a thriving business. Sonie shares how she launched her window treatment company with minimal training, the value of early marketing hustle, and how her love for fabric and design fueled her first projects.

She dives deep into the support system provided by the franchise, including a strong coaching culture that evolves as your business grows. From tackling early challenges like cash flow and closing rates to navigating tariffs and scaling with the help...

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

Join Iván Watanabe and Evan Wohl as they dive into education funding strategies beyond the one-size-fits-all solutions. This episode lends insights into using various financial vehicles like 529 plans, UTMA accounts, and whole life insurance, while evaluating their pros and cons.

Iván and Evan discuss:

Is your medical practice reaping the rewards it deserves?

Listen in as Iván Watanabe hosts Mitch Spolan, founder of Payorology, to explore the intriguing intersection of healthcare and economics. Mitch shares his fascinating career journey from architecture to the Internet, and finally to entrepreneurship—where Payorology was born. Learn how this innovative approach can have a ripple effect, benefiting not just the doctors, but staff and patients as well.

Highlights include:

How can a simple idea transform into a successful business?

Evan Wohl sits down with Adam Tesser, co-founder of Ostrich Chairs, to explore the entrepreneurial journey of two friends who turned a honeymoon discomfort into a national brand. In a candid conversation, Adam shares insights into starting a business, handling early challenges, and staying resilient amid unpredictability.

Tap into your entrepreneurial spirit and discover:

Have you ever considered leaving the familiarity of corporate life to pursue a passion that truly fulfills you? What if that leap could transform your perspective on success and personal satisfaction?

Evan Wohl chats with Chelsea Thaxter, an executive coach and consultant who traded a decade in corporate law for a journey of connection and personal growth. Chelsea reveals how her transition from law to coaching emerged from a desire to engage more deeply with people and create a meaningful impact in their lives. 

Chelsea discusses:

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

Iván Watanabe and Adam Rolewicz dive into the world of leadership and organizational culture with Jeremy Zoll, the new General Manager of the Minnesota Twins. They discuss the challenges and strategies involved in shaping a winning sports team while fostering a supportive work culture. Jeremy shares his journey from Assistant GM to GM, offering insights into his leadership philosophy and the realities of guiding top-tier talent. 

Gain insight into how you can build a winning culture as this episode covers:

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:

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:

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 the 2007 global recession and the 2020 pandemic have distinctly shaped their financial attitudes, creating a generation that’s both skeptical and entrepreneurial. From leveraging side hustles to exploring unconventional avenues like cryptocurrency and real estate, this generation is rewriting the financia...

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. Joe shares practical insights on navigating complex tax laws and leveraging available opportunities.

Joe discusses:

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 Airbnb properties effectively.

This episode unpacks the following:

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 and what it means for employers and employees alike. They explore the implications of the court’s decision to set aside the FTC’s rule, the responsibilities of employers, and the current legal landscape surrounding non-compete agreements.

Gain insight as Ji...

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 gain key insights into navigating your company’s benefits, understanding state versus federal protections, and practical steps to take when you’re expecting a new member of your family.

Iván, Evan, and Garlande cover:

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 deficits, and upcoming tax reforms, they explore how these challenges can shape the financial landscape. You will gain insights into the current state of Social Security, Medicare, and strategies to manage long-term care costs, along with understanding the key economic discussions that...

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 explore the recent FTC ban on non-competes and what it means for employers and employees alike. You’ll gain deep insights into the implications, legal challenges, and strategic decisions that both parties must navigate in this rapidly changing landscape.

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 avoid them. 

So, tune in and learn how to keep your financial records clean and stay ahead of potential IRS audits!

Key episode discussion points include:

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 historical facts. 

Whether you’re approaching retirement, caring for a loved one, or simply curious about recent changes and restrictions regarding Social Security and Medicare, this episode is a must-listen!

Gain insight as Elaine discusses:

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 whole life insurance by exploring the importance of understanding the insurance company and its investment strategies when choosing a whole life policy.

Join the conversation and learn about:

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 parenting duties with personal life, especially during stressful situations. 

Listen to gain valuable insights and actionable tips for maintaining patience, modifying routines, and fostering independence in your children.

Key points from this episode include:

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:

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 you. 

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. 

Iván and Evan discuss:

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 expanding a family. Their conversation is rich with insights, laughter, and love for their children as they offer their perspectives on the transformative experience of parenting. 

Highlights from this episode include: