WealthStyle Podcast

If you’re a busy professional thinking about buying a business, the pull is easy to understand. Maybe a heavy tax bill has you looking for relief, or you want more control over your future. But running a business can demand hours you don’t have, and a purchase made mainly for a tax write-off can end up costing more than it saves. On the WealthStyle Podcast, Iván Watanabe speaks with Meena Sharma, Real Estate & Business Broker at eXp Commercial, about how prospective buyers can test whether a bus

Teaching kids about money can feel surprisingly difficult, especially when parents aren’t sure where to begin or how much their children will understand. In this episode, Evan Wohl and Iván Watanabe welcome Brian Meisner, Founder of Cash For Cubs, to explore how families can make financial literacy easier to understand and talk about. Brian shares how Cash For Cubs grew from his classroom experience and private tutoring into a self-paced family program. They also explore budgeting, investing, in

Business owners need reliable financial information while there’s still time to act on it. Waiting for perfect data can leave important decisions arriving too late. In this episode, Iván Watanabe and Evan Wohl speak with Hector Perez, Founder and CEO of Quantum FBI, about building a stronger finance function as a company grows. Hector explains why timely, accurate data can improve decision-making, how organic growth shaped his approach to margins and ownership, and why cash flow knowledge is cri

If your career and income are central to your financial plan, what happens when an illness or injury keeps you from working for months or years? For physicians, other highly specialized professionals, and anyone relying heavily on employer disability benefits, the details of that coverage can matter more than simply knowing a policy exists. In this episode of the WealthStyle Podcast, Iván Watanabe and Evan Wohl explain how long-term disability insurance works and what to review before choosing c

Physicians spend years training for their careers, but many enter employment agreements without fully understanding the long-term implications hidden in their contracts. What happens if a job turns out to be the wrong fit? What rights do physicians actually have when they want to leave, negotiate compensation, or protect themselves from future liability? In this episode, Iván Watanabe speaks with Angela Shofner, Owner and CEO of Shofner Consulting LLC, and Michael Shofner, COO of Shofner Consult

Owning real estate can generate income and long-term wealth, but it can also entail management responsibilities, tax considerations, and difficult decisions when it’s time to sell. What options are available if you want to keep real estate exposure without continuing to manage properties yourself? In this episode, Evan Wohl and George Papanicolaou are joined by Brendan Tammany, Senior Vice President, Private Capital at Inland Securities Corporation, to explore Delaware Statutory Trusts (DSTs) an