WealthStyle Podcast

Change can feel uncomfortable, especially when new technology forces people to rethink their work, values, and future.  How can leaders help people move from fear into thoughtful action? In this episode, Iván Watanabe and Evan Wohl speak with Laurence Anthony, Founder, CEO, and Head Coach of Go Further Coaching, about AI adoption, fear, emotional intelligence, and leading through uncertainty. Laur...

Many people have an idea they want to pursue, but fear often keeps them from taking the first step. What happens when you stop waiting for the perfect moment and commit to showing up consistently, even when the outcome is uncertain? In this episode, Iván Watanabe and Evan Wohl welcome Synthia Link, Owner of Lifestyle Makeover Foundations. Synthia shares her journey from Broadway performer and Radi...

Retirement planning can feel clear on paper until market swings, taxes, inflation, and longevity enter the picture. What if the real issue isn’t picking the right product, but knowing which problem you’re trying to solve first? In this episode, Iván Watanabe and Evan Wohl talk with Neal Brincefield, RICP, CLU, ChFC, CExP, Financial Advisor at Consolidated Planning, about Monte Carlo analysis, sequ...

Buying a franchise can sound simple until the numbers, staffing, and daily decisions start to get real.  How do you know whether a franchise fits your goals, cash flow, and lifestyle? In this episode, Iván Watanabe and Evan Wohl speak with Scott Thompson, CEO of Your Future Franchise, about what prospective franchise owners should understand before investing. Scott shares how to evaluate the franc...

Student loans are changing fast, and the rules are getting harder to follow. What if the biggest risk is not your balance, but the path you choose to manage it? In this episode, Iván Watanabe and Evan Wohl interview Geoffrey Urquhart, CEO of Sharp Notions and Founder of RefiDesk, about how borrowers can adapt to evolving student loan policies. He explains recent federal changes, new borrowing caps...

What does it really mean to be financially free, and can a high income alone get you there? In this episode, Iván Watanabe and Evan Wohl sit down with Dr. Talha Kaner, physician and watch dealer, whose company generated $5 million in sales in its second year. Dr. Kaner shares how his lifelong passion for timepieces evolved into a thriving business built alongside his medical career.  They cover th...

Financial decisions often seem straightforward until the details start to matter. Are you making the right moves with taxes, savings, and long-term planning, or just following default choices without realizing the impact? In this episode, Iván Watanabe and Evan Wohl walk through real client questions in a rapid-fire format. They cover RSU taxation, retirement account choices, and how to think abou...

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 tele...

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 l...

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...

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 leaders...

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-c...

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...

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 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 exper...

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 delive...

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 teac...

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 episod...

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...

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...

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 ti...

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 transf...

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 leadin...

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 obses...

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 ma...