By Opus PC
5
55 ratings
The podcast currently has 92 episodes available.
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 into the current state of Social Security, Medicare, and strategies to manage long-term care costs, along with understanding the key economic discussions that will influence the 2025 presidential race.
Evan and Jennifer discuss:
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About Jennifer Fox:
Jennifer Fox is the Vice President of Federal Affairs at Finseca. She leads their lobbying initiatives, advocating for policies that support the financial security profession and educating policymakers and their staff on the importance of comprehensive financial planning, encompassing life insurance, retirement planning, and investments, to serve clients effectively.
Jen led Finseca’s political advocacy initiatives, which included the Ambassador Program, fly-ins, and political fundraising, including Finseca’s PAC. She is committed to assisting members in becoming politically involved and empowering them to share their stories.
Jen has spent time at the White House and Capitol Hill, which has helped shape her knowledge of small business, technology, labor, and tax issues. She also serves as the President of The Advocacy Association.
Non-compete clauses are often seen as essential safeguards for employers to protect their intellectual property.
However, did you know that recent Federal Trade Commission (FTC) rulings are set to eliminate most non-competes?
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 recent FTC ban on non-competes and what it means for employers and employees alike. You’ll gain deep insights into the implications, legal challenges, and strategic decisions that both parties must navigate in this rapidly changing landscape.
Iván, Evan, and Jim discuss:
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About Jim Magner:
Jim Magner is an advanced planning attorney at The Guardian Life Insurance Company of America®. Jim previously worked as an attorney advisor in the IRS’s Office of Chief Counsel in Washington, D.C., where he wrote private and public rulings on estate, gift, GST and charitable remainder trust issues.
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:
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About Our Guest:
Before becoming a partner of the firm, Michael spent seven years working under James, polishing his craft in accounting, auditing and tax. Together, James and Michael have a wealth of knowledge and have helped numerous entities both for profit and not for profit, become successful.
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 changes and restrictions regarding Social Security and Medicare, this episode is a must-listen!
Gain insight as Elaine discusses:
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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 whole life policy.
Join the conversation and learn about:
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About Bobby Samuelson:
Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.
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 for maintaining patience, modifying routines, and fostering independence in your children.
Key points from this episode include:
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About Dr. Judith Adamo:
Dr. Judith Adamo specializes in neuropsychology and psychoanalysis with a particular focus on developmental concerns, as well as parenting. More specifically, emotional dysregulation and/or attentional dysregulation are of particular interest. Helping families at all stages of life navigate the impact of such characteristics is her passion. She is an instructor at WCSPP whose class is entitled “Psychological Problems in Childhood: A Neurodevelopmental Perspective.” Finally, she is the President of the Psychoanalytic Association of WCSPP whose goal is to facilitate the continued education for members of the institute.
Curious about Bitcoin but overwhelmed by the noise? Get ready to unravel the complexities of the world’s most talked-about cryptocurrency.
Evan Wohl and Iván Watanabe invite Chet Schwartz, RICP®, a financial advisor at Strategies for Wealth, to demystify Bitcoin. Chet explains how cryptocurrency works, how it differs from traditional fiat currencies, and key benefits and risks that crypto investors should know about.
Watch this episode on our YouTube channel!
Iván, Evan, and Chet discuss:
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About Chet Schwartz
Chet’s purpose is to transform and evolve the conversations people have about their personal finances so he can help them achieve financial balance. By making complex topics understandable and creating a safe, judgment-free forum for his clients to ask questions, Chet helps close the gaps in financial knowledge, serves as an informed sounding board, and uncovers any blind spots that may impact their present and future security. Chet has a “Protection First” philosophy, which means that before he looks at any risk-based investment options, protecting and securing his client’s assets and income is the highest priority. Recognizing that each client’s financial picture is different, it is his responsibility to create a broad, goals-based planning experience tailored to meet the unique needs of each individual or business.
Chet is extremely proud of the difference he has made in his clients’ lives, including business owners, Institutional Wall Street professionals, partners of law firms, and C-level executives. His special areas of expertise include estate planning for high-net-worth individuals and business continuity planning.
Navigating the twists and turns of today’s financial landscape is bound to raise a few questions.
Join Evan Wohl and Iván Watanabe as they delve into some of the most pressing financial queries and scenarios you may be facing in the current environment while highlighting the importance of having a financial advisor to help guide you.
This conversation reflects on today’s real estate market dynamics, and the implications of interest rate changes, and expands into the broader scope of financial planning and investment strategies.
Iván and Evan discuss:
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In this heartfelt conversation, Iván Watanabe and Evan Wohl open up about the joys and challenges of fatherhood as Iván stands on the cusp of welcoming his second child, a baby boy.
With help from his colleague and friend, Evan, a seasoned parent of three, they explore the emotions, preparations, and adjustments that come with expanding a family. Their conversation is rich with insights, laughter, and love for their children as they offer their perspectives on the transformative experience of parenting.
Highlights from this episode include:
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As a healthcare professional or proprietor of a healthcare practice, your primary focus is safe and legal patient care. Managing the intricacies of healthcare leaves minimal capacity to navigate the complexities of legal matters.
Understanding the legal side of your business is crucial for protection, which is why we invited Stephanie Rodin, Founder and Attorney at Rodin Legal P.C. back for another episode of WealthStyle.
Join Iván Watanabe and Evan Wohl as they sit down with Stephanie to dive deep into the legal aspects of healthcare practice management, covering employment agreements, patient and employee issues, buying and selling practices, and supplying advice to fellow healthcare practitioners.
With her extensive experience and focus on ensuring contracts reflect the specialty and protect the practitioner’s rights, this episode is a must-listen for anyone in the healthcare industry.
Iván, Evan, and Stephanie discuss:
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Connect with Stephanie Rodin:
About Stephanie Rodin:
Stephanie Rodin. is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting healthcare professionals.
Starting from a young age, Ms. Rodin has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Ms. Rodin with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Ms. Rodin received her J.D. from the New England School of Law in Boston, Massachusetts. Before this, she received a B.S. in Accounting from New York University’s Leonard N. Stern School Of Business. She is also admitted to practice law in New York and New Jersey.
The podcast currently has 92 episodes available.
20,835 Listeners