Episodes

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, th...

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...

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 red...

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 fo...

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...

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 s...

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 tacklin...

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: The significance of a flexible strategy over a singular financial product [00:05:00] Comparisons of common educati...

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: Mitch’s inspiring c...

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: The origins of Ostrich Chairs and the initial challenges faced [...

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 impac...

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 ...

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: The importance of gratitude and a strong support system in both personal and professional life The shifting dynamics of modern fatherhood and the value of being present ...

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 i...

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 ...

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 opportunitie...

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: The current real estate market and trends in the tri-state area Key strategies for buying, selling,...

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...

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 expectin...

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 int...

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: Keeping bus...

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 ...

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 whol...

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 f...