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 deliver both purpose and profit. From the concept of “pride of rentership” to AI-powered lease-ups, Morgan is redefining workforce housing and reshaping what it means to build lasting wealth.

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About Morgan Keim:

Morgan is the Managing Partner of Ocean Ridge Capital, a real estate private equity firm that specializes in matching high net worth investors with recession-resilient assets to create tax-efficient cash flow and compound wealth. With 15+ years as a former startup executive (having raised over $400M to build and scale food-tech ventures), and over a decade in multifamily real estate investing (across 2,500+ doors), Morgan expertly combines creativity, strategic insight, and decisive action that creates durable wealth for his clients. He is based in Orange County, CA where he lives with his wife and two young daughters. 

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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 teach money concepts through stories and play.

Together, they explore how families can normalize money conversations, build values-driven wealth legacies, and raise empowered, financially confident children. It’s not about raising rich kids, it’s about raising capable ones.

Here’s what you can expect from the episode:

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About Our Guest:

Dr. Michele Cho Dorado is a physician, author, entrepreneur, and advocate for empowering children through financial literacy. As the founder of Bright Futures EDG (Empower Develop Grow), she inspires through storytelling and actionable strategies that connect wealth building with family values, leadership, and legacy. She is the author of Mimi’s Money Book series, which introduces core money concepts to kids.

She has hosted the Prosperous Kids Summit for the past 2 years, an annual event that brings together experts to help parents raise financially grounded and confident children. She has had numerous publications and speaking engagements, cofounded the Physician Entrepreneur Exchange, and is also an active real estate investor. 

However, her most important role is that of mom to her two young kids and wife to her husband. Through it all, Michele’s mission remains the same – to empower young minds and build wealthy futures.

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.

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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 years in the industry, Mike unpacks why relationships matter, what umbrella policies really cover, and how your insurance strategy should evolve as your life does.

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About Our Guest:

Michael has spent his entire career in the insurance field. He began his career in 1988 with Guardian’s S&W Agency (now known as Strategies for Wealth). Over the past 30+ years, he has earned a reputation for his industry knowledge and expertise, his commitment to his clients, and his overall passion for his life’s work.

Michael, President & CEO of Silver Lining Insurance Agency, Inc., is responsible for new business development, as well as client relations and sales. He is a committed advisor and helps our clients make educated choices on what product or service best suits their wants. Over the years, his practical experience and proactive approach have allowed him to advise both individuals and businesses on how to identify and manage their level of risk.

Michael holds a bachelor’s degree from George Washington University and Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Insurance Counselor (CIC) designations. Michael was raised in Livingston, New Jersey, and returned to raise his family. In 2019, Michael and his wife of 30 years, Daena, moved to West Orange, NJ. 

Through the years, Michael has been an active member of numerous township committees and has sat on the Board of his local synagogue, where he served two terms as President. In 2012, Michael was elected Councilmember to the Township of Livingston, and in 2014 and 2015, he served as both Mayor & Deputy Mayor. Michael is also active in several other philanthropic endeavors.

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, the emerging power of diagnostics and HRV tracking, and how doctors can escape burnout by building practices around purpose, not just patients.

What to expect:

Resources:

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About Our Guest:

When Dr. Tracy Gapin was 9 years old, he traced the flow of blood through the heart in a science class and felt instantly fascinated, not just by how the body worked, but by the idea that he could one day help others stay strong, resilient, and fully alive.

He earned his medical degree at UT Southwestern in Dallas and completed a residency at the University of Florida. He chose urology because it brought together surgical precision and men’s health. He saw it as a way to support men through vulnerable, high-stakes moments and help them reclaim their confidence and quality of life.

Around 2010, he felt stuck in a system that rewarded volume over value. The long hours, hospital bureaucracy, and lack of freedom began to take their toll. Tracy wanted more, not only for himself, but also for his patients and his family.

So he did what he always does, and went all in. For nearly 10 years, he learned everything he could from the best experts in the world about business, longevity, performance, and functional health. Then, in 2018, while still at his urology practice, he founded the Gapin Institute to redefine what healthcare could look like. He merged precision medicine, diagnostics, and performance optimization into an integrated model to help people live and lead at their highest level.

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 you can design a plan that turns your retirement savings into lasting income with confidence and clarity.

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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 redefining the college prep game.

She doesn’t just coach students to write their best essays; she coaches them to live their best stories.

What to expect in this episode:

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About Our Guest:

Kate Stone is an Experienced College Admissions Consultant and College Essay Coach. Kate received her B.S. in Education and a minor in Creative Writing. She continued on as a teaching fellow in Asia. Kate transformed her passion for storytelling into actionable strategies for the college admissions process, essays, and the application as a whole. Her program coaches students to develop and strategize their most powerful narratives based on their individual ideas and achievements.

Some of Kate’s strategies include: Creating a Balanced College List, How to Choose an Essay Topic, College Essay Format: Narrative Structure vs. Montage Structure, How to Approach the Additional Information Section and Why it’s Important, Tackling the ‘Why Us’ Essays. Kate’s students have been accepted to Harvard, Yale, Columbia, Stanford, University of Chicago, NYU, Brown, Berkeley, UPenn, USC, UCLA, The New School, Northwestern, Duke, Emory, and American University of Paris.

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 for scar tissue, to designing a mission-driven culture, to raising a family while building something meaningful.

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About Our Guest:

Dan Singer is the CEO of Reveald and a recognized visionary in the cybersecurity space. With a career defined by bold leadership and innovative thinking, Dan has positioned Reveald at the forefront of proactive cybersecurity solutions. He believes cybersecurity should be more than just a defensive measure, it should be aligned with proactive security strategies to get ahead of the growing threat adversaries possess.  Aligning strategic drivers that have the potential to impact the business, building resilience, and being on the cutting edge of defensive strategies. Dan’s leadership is characterized by a relentless focus on turning complex security challenges into streamlined, scalable opportunities. His strategic merger of Reveald with Epiphany Systems created a powerhouse alliance, combining advanced threat modeling with next-generation technology to deliver unmatched cyber risk reduction at scale. Throughout his career, Dan has championed the idea that businesses don’t have to live in fear of cyber threats. Instead, he empowers organizations to approach security with confidence, ensuring clarity and speed in decision making for security operators. Under Dan’s guidance, Reveald continues to redefine what’s possible in cybersecurity, bridging the gap between proactive and defensive strategies.

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. Because when people feel safe and valued, they can thrive.

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About Dr. Jorge Aguilar:

Dr. Aguilar is a board-certified psychiatrist providing mental performance training and talk therapy to athletes in collegiate, Olympic, and professional sports. He is the team sport psychiatrist to New York City FC in Major League Soccer (MLS) and a consultant to Major League Baseball (MLB) on mental health and mental performance. He also participates in the MLB Rookie Development Program, assisting young players transitioning to the Major Leagues. He is an Assistant Professor of Psychiatry and Behavioral Sciences and the Director of Sport & Performance Psychiatry at Montefiore-Einstein. He trained in Pediatrics at the Children’s Hospital of Philadelphia and completed a Psychiatry Residency and Child & Adolescent Psychiatry Fellowship at Montefiore Medical Center in New York. Dr. Aguilar specializes in the assessment and treatment of psychiatric conditions commonly seen in sports, and uses a unique hybrid of sport psychology and evidence-based talk therapy to help athletes elevate their performance in sport and daily life.

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 sports psychology and everyday professional success.

Gain valuable insights such as:

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About Dr. Jorge Aguilar:

Dr. Aguilar is a board-certified psychiatrist providing mental performance training and talk therapy to athletes in collegiate, Olympic, and professional sports. He is the team sport psychiatrist to New York City FC in Major League Soccer (MLS) and a consultant to Major League Baseball (MLB) on mental health and mental performance. He also participates in the MLB Rookie Development Program, assisting young players transitioning to the Major Leagues. He is an Assistant Professor of Psychiatry and Behavioral Sciences and the Director of Sport & Performance Psychiatry at Montefiore-Einstein. He trained in Pediatrics at the Children’s Hospital of Philadelphia and completed a Psychiatry Residency and Child & Adolescent Psychiatry Fellowship at Montefiore Medical Center in New York. Dr. Aguilar specializes in the assessment and treatment of psychiatric conditions commonly seen in sports, and uses a unique hybrid of sport psychology and evidence-based talk therapy to help athletes elevate their performance in sport and daily life.