WealthStyle Podcast

Financial decisions often seem straightforward until the details start to matter. Are you making the right moves with taxes, savings, and long-term planning, or just following default choices without realizing the impact? In this episode, Iván Watanabe and Evan Wohl walk through real client questions in a rapid-fire format. They cover RSU taxation, retirement account …

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The way we consume video has transformed rapidly, but what does that mean for media companies, advertisers, and families planning for the future? As technology accelerates and AI reshapes workflows, where does human connection still matter most? In this episode, Evan Wohl speaks with Ryan Spicer, Chief Revenue Officer of Atmosphere TV, about how the …

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Starting a family often changes how people think about money, responsibility, and risk. The real challenge is not access to information, but turning it into clear action before small gaps become big problems. In this episode, Iván Watanabe and Russell J. Carpentieri, Founder and Managing Partner at OPUS Private Client, LLC,  walk through the foundational …

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Having Difficult Conversations With Aging Parents: How To Start And What To Say In this episode of the WealthStyle Podcast, Iván Watanabe and Evan Wohl are joined by psychotherapist Maria Graceffa to explore how families can approach difficult conversations with aging parents around estate planning, healthcare decisions, and end-of-life wishes. The discussion focuses less on …

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What does it take to run 240 miles through storms, sleep deprivation, mountains, desert nights, and total isolation, while raising two kids and leading a fast-growing career in healthcare?  Christine O’Hara Ryan joins the WealthStyle Podcast to share the truth behind completing the Moab 240, one of the toughest ultramarathons in the world, and how …

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Divorce is one of the most emotional and confusing transitions someone can face, and most people are not prepared for how overwhelming the process can feel.  Iván Watanabe and Evan Wohl talk with Meg Priest, founder of Plan for Divorce, about why she created a service that helps women prepare emotionally, financially, and logistically before …

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What does it take to turn reflection into forward momentum? As another year closes, the opportunity to pause and assess becomes more valuable than ever. Looking back at wins, lessons, and shifts can reveal patterns that shape how we approach what comes next. In this episode, Iván Watanabe and Evan Wohl reflect on their standout …

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Student loans have shifted so many times this year that even well-informed professionals are unsure what rules still apply.  Iván Watanabe and Evan Wohl talk with returning guest Joe McGrath of GradFin to help bring clarity to a landscape that feels anything but stable right now. Joe explains what borrowers should understand about the SAVE …

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How do you help a child thrive, especially when traditional methods fall short? In this heartfelt episode, Iván Watanabe sits down with Mindy Coolidge and Meredith Greenwald, co-founders of Up, Up & Away, to talk about Applied Behavior Analysis (ABA), building trust with neurodiverse children, and how true progress happens when empathy leads the way. …

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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 …

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