WealthStyle Podcast

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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

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

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! Join our host Evan Wohl and his guest Scott … Read More Read More

As 2023 came to a close, WealthStyle unlocked a major milestone: 10,000 downloads!  Many thanks go to you, our listening audience for tuning in and sharing your favorite episodes with others. OPUS' mantra is ‘always forward' and with your loyalty, we are doing just that! Today, Iván Watanabe and Evan Wohl highlight their favorite episodes … Read More Read More

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. This light-hearted and fun episode gives you an insider look at the lives and personalities of the … Read More Read More

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? Tune in as Iván Watanabe and Evan Wohl speak with Andrew McCall, regional consultant at SpiderRock Advisors. Andrew walks through some savvy options strategies, like covered calls and collars, … Read More Read More

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, Iván Watanabe and Evan Wohl are joined by Alfonso Ruggiero, a former Audi sales executive to delve into the intricacies of purchasing or leasing … Read More Read More

Considering Indexed Universal Life Insurance (IUL) but still trying to figure out where to start?  You aren't alone.  Social media has promoted its benefits but also some misconceptions which can lead to confusion. In this episode of WealthStyle, Iván Watanabe and Evan Wohl are joined by Bobby Samuelson, Executive Editor at Life Product Review 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

For some people, a watch is simply a functional piece of technology that tells them the time. Perhaps it informs them of the weather, their daily step count, and could also remind them to take medication.  And then there are people like WealthStyle's host, Iván Watanabe, who considers watches to be a work of art … Read More Read More

Predicting the future is something that many people expect investment and wealth advisors to do, especially when it comes to fluctuations within the market.  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 … Read More Read More

Being a working parent adds another level of complexity to raising a child. Whether you are a solo parent who works full-time or a parenting duo with demanding jobs, juggling your career alongside childcare is tough. In today's episode of WealthStyle, we dive headfirst into the intricate world of modern childcare to help ease feelings … 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 technology accessing every aspect of life, protecting yourself and your family is more important than ever.  How can you prevent hackers from stealing your personal information? 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 … Continue reading How to Protect Your Identity in a Digital World with Mark Cole →

Conversations are at the heart of effective leadership. 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 … Continue reading How Effective Conversations Build Great Business Leaders with Chalmers Brothers →

Do you recognize yourself when you imagine who you'll be in the future? Or does it feel like you're looking at a stranger? 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 … Continue reading How to Make Tomorrow Better Today with Hal Hershfield →

When building a retirement plan, you need to look beyond your individual accounts. How will each type of account save you money? How will they protect your retirement income from high tax rates? In this episode, Iván Watanabe and Evan Wohl focus on asset allocation and what needs to be considered when creating retirement income … Continue reading Tax Strategies for Financial and Retirement Planning →

Everyone wants to be healthy and exercise, but it's a chore to find time and energy to complete the list of activities at the gym. How can you maintain consistency when it comes to reaching health goals? In this episode, Iván Watanabe and Evan Wohl interview Gideon Akande, an elite fitness coach and consultant, about … Continue reading How to Stay on Top of Your Fitness Goals with Gideon Akande →

What goes into a successful investment deal? Money? Time? Information? Find out how you can invest with confidence in this episode of WealthStyle where 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 … Continue reading An Eye on Investments with Russ Carpentieri →

What's the secret to a happy retirement? If you want to enjoy your retirement to the fullest, you must have a sense of purpose and guaranteed income for the rest of your life. That way, you have something to look forward to every day, without the fear of running out of money! In this episode … Continue reading Guaranteed Income for a Happy Retirement with Tom Hegna →

How can you help your child(ren) be responsible, humble, and respectful? What are the necessary skills required to teach life-long behaviors? In today's episode of WealthStyle, Iván Watanabe and Evan Wohl learn a few parenting tactics that helped their fellow colleague Russ Carpentieri raise well-rounded, independent children. Listen in as Russ shares his experience as … Continue reading Teaching Gratitude and Generosity in an Affluent Home →

Buying a home may seem like the right thing to do, but is it? There are many factors to consider before you purchase a home, and the most obvious is, can you afford the mortgage payments? Then on top of that, there are annual property taxes and monthly utilities like gas and electricity. And don't … Continue reading When Is the Right Time to Buy a House? →

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 … Continue reading What to Consider When Planning Your International Flight with Rob Karp and Henry Kamp →

Company equity grants are a tried and true way for businesses to provide investment opportunities to their employees, and as a way to incentivize and reward their loyalty. Plus, equity grants can be a cost-effective way for companies to compensate employees, and provide a sense of ownership by giving them a stake in the company's … Continue reading Exploring Equity Grants and Their Taxation with Alejandro Azuaje →

The Secure Act was one of the most significant systemic rewrites of retirement planning in recent history. These changes created opportunities for all ages, from young adults just out of college to individuals just starting retirement. In this episode, Evan Wohl speaks with Joshua Caron, Vice President of Federal Affairs at Finseca, on the Secure … Continue reading How the Secure Act Has Changed Retirement Planning with Joshua Caron →

AI technology has started to enter the workplace as a writing tool and information chatbot. How will this technology impact future generations' business planning and workflow? 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.  Listen in as they … Continue reading The Future of AI Automation with George Papanicolaou and Chris Ward →