WealthStyle Podcast

Real estate investment is a balance between finding the right financial opportunity, and a unique, desirable location. How can you build real estate investments in a rising interest rate environment?   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...

Retirement income relies solely on the investments and savings created while you still have a paycheck. Leveraging the right tools can decrease the amount loss from market volatility, while keeping you afloat. 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...

Remember being a kid and the joy you felt making the biggest snowman from just three small snowballs? Watching those little snowballs getting bigger and bigger with each roll…  As an adult, the experience changes from creating snowmen to generating compound interest. In this episode, Iván Watanabe welcomes colleague Evan Wohl to dive deeper into compound interest, and how you can get it working fo...

In September of 2021, the NCAA allowed a ruling that unlocked college athletes from getting compensation for the first time in history. How will this change the relationship between student athletes, sponsoring companies, and their fans? In this episode, George Papanicolaou speaks with Chris Ward, CRO of The Publisher Desk, on the NIL rule and the regulations surrounding it. Since the rule is stil...

Life is always changing and as a result so will your cash flow. 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. Evan will talk more about his process, why it’s important to update and analyze your current cash flow plan and the different things he’s seeing his clients have succ...

If you want to donate to a charitable organization, it’s important to know your options. In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF). Jen explains how with a donor-advised fund, you can give more to your charity of choice while revealing how to donate before, during, and after retirement...

Despite many individuals experiencing disability firsthand, the topic is not talked about nearly enough by non-disabled individuals. This leads to misconceptions and uncertainty around how to start these types of conversations. 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...

Social media has become a tool for people of all ages and walks of life — from young children to businesses. When it comes to business, effective social media practices can provide increased outreach to potential clients.  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...

Like many Americans, Iván Watanabe is a descendant of immigrants. He was born to a Venezuelan mother and a Japanese father, with an extended family on both sides.  With the majority of his maternal family forced to leave Venezuela and his father’s family still living in Japan, Iván’s family grants him a unique insight as a financial planner. In this episode, Dr. Daniel Crosby interviews Iván on fi...

Even if you’re one of the over 50% of Americans who doesn’t enjoy planning for their death, starting a plan today will allow your beneficiaries to avoid the challenges caused by a lack of information and preparation. 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 di...

After severing oil trade with Russia, President Biden plans to increase U.S. oil production from 11.8 million barrels to 12.8 million.  In the short-term, this will provide gas for individuals and farmers. However, the long-term outlook remains uncertain.  In this episode, Iván Watanabe & George Papanicolaou join Nikolaos Kontos, head of operations at Concord Maritime. Sharing his maritime exp...

After maintaining steady inflation of just under 2% for over a decade, America is now seeing the highest inflation rates since the late 1980s. 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. Iván and Ro...

You could read every article and mommy blog and still remain unprepared for the experience of parenthood.  Who better to hear from on the topic of financial planning and children than financial advisors who have kids? In this episode, Iván Watanabe and George Papanicolaou recount their personal experiences with fatherhood, diving into the difference between expectation and reality. They reveal per...

Real estate investment is a balance between finding the right financial opportunity, and a unique, desirable location. How can you build real estate investments in a rising interest rate environment?  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 curre...

Do you have a plan in place if you lose some of your key employees? What if you could no longer afford to maintain your key employees and business due to taxes?  Preparing for any of these scenarios is imperative for all business owners.  In this episode, Iván Watanabe is joined by Jeremy Suarez, managing partner at TOMORO and Michael Canarick, partner at Canarick & Canarick. Together, they di...

When reviewing your health care benefit plan options, do you have the right information to make the best choice for you? 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. Listen in as Stefan provides you with valuable infor...

Company benefits come in many shapes and sizes.  One major way some employees are being compensated today is through equity awards. This is a benefit that is bigger than it appears and is one business owners and employees should take note of. In this episode, Iván Watanabe welcomes Alejandro Azuaje, an investment specialist with OPUS Private Client. Alejandro dives into the world of equity awards,...

Moving for work or a new venture can be exciting.  But new taxes you may be paying less so. 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. Mark dis...

Over the past eighteen months, our understanding of work as employers and employees has changed dramatically.  But that doesn’t mean you can’t build the career you’ve been looking for. 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...

There’s nothing like the peace of mind that comes with having a strategic and comprehensive plan for your future. This is especially true when it comes to your estate plan. 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 envi...

When Platinum Premier Global Equity looks to invest, it looks for ways it can help improve its local communities. 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.  They highlight how the organization’s investments and high-quality re...

New Jersey financial consulting firm Tomoro LLC possesses a distinct ability to manage business owners’ financial choices in a way that will help them reach their desired long-term wealth goals. How do they do it? Find out in this episode, as the firm’s managing partner and director of financial planning, Jeremy Suarez, introduces Tomoro’s role in helping small, privately-owned businesses successf...

With summer just around the corner and vaccination rollouts ramping up, some countries are starting to lift their restrictions, and slowly but surely, the travel world is beginning to return. In this episode, MilesAhead’s CEO and founder, Rob Karp, sits down with Iván Watanabe to explain his travel agency’s approach to travel resumption and to highlight must-know considerations for when you book y...

Bajraktari Realty Management is a multifaceted company that owns and operates over 70 buildings throughout the Bronx, Manhattan, and Yonkers area. After spending over 25 years servicing the New York real estate market, they have learned a thing or two about residential and commercial real estate. Today, Bajraktari Realty’s Florim and Gani Bajraktari join Iván Watanabe and George Papanicolaou to di...

Getting a mortgage for your new home shouldn’t drain the joy out of accomplishing a lifelong goal. That’s why Cardinal Financial Company works to create a better mortgage experience so that your home buying process is simple and easy to navigate. Today, Iván Watanabe sits down with the firm’s loan originator, Pat Tobin. Pat breaks down Cardinal Financial’s transparent and simple approach when prov...