Life is always changing and as a result so will your cash flow. In this episode, Iván Watanabe sits down with experienced financial planner Evan Wohl to discuss cash flow and some real-world applications you can use to keep balanced. Evan will talk more about his process, why it’s important to update and analyze your …

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How will Biden’s plans impact student debt?  With the suspension of interest rates and repayment on student loans about to be lifted, creating a student debt payment plan is an essential part of financial planning.  In this episode, Iván Watanabe is joined by Joe McGrath, Senior Business Development Associate at Gradfin. Together they dive into …

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If you want to donate to a charitable organization, it’s important to know your options. In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF). Jen explains how with a donor-advised fund, you can give more to your charity of choice …

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Despite many individuals experiencing disability firsthand, the topic is not talked about nearly enough by non-disabled individuals. This leads to misconceptions and uncertainty around how to start these types of conversations. In this episode, Iván Watanabe is joined by Dani Izzie, a social media manager at Spinergy Inc, disabilities advocate, and a proud mother of …

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Social media has become a tool for people of all ages and walks of life — from young children to businesses. When it comes to business, effective social media practices can provide increased outreach to potential clients.  This week, Iván Watanabe is joined by Mike Manzi, sales coach and founder of MM Sales Consulting. Mike …

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Like many Americans, Iván Watanabe is a descendant of immigrants. He was born to a Venezuelan mother and a Japanese father, with an extended family on both sides.  With the majority of his maternal family forced to leave Venezuela and his father’s family still living in Japan, Iván’s family grants him a unique insight as …

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Even if you’re one of the over 50% of Americans who doesn’t enjoy planning for their death, starting a plan today will allow your beneficiaries to avoid the challenges caused by a lack of information and preparation. In this episode, Iván Watanabe and Rob Pruett dive into one of the most important topics in financial …

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After severing oil trade with Russia, President Biden plans to increase U.S. oil production from 11.8 million barrels to 12.8 million.  In the short-term, this will provide gas for individuals and farmers. However, the long-term outlook remains uncertain.  In this episode, Iván Watanabe & George Papanicolaou join Nikolaos Kontos, head of operations at Concord Maritime. …

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After maintaining steady inflation of just under 2% for over a decade, America is now seeing the highest inflation rates since the late 1980s. In this episode, Iván Watanabe and Rob Pruett explore the rising interest rates and inflation faced by consumers and businesses. They dive into the state of the economy while revealing ways …

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You could read every article and mommy blog and still remain unprepared for the experience of parenthood.  Who better to hear from on the topic of financial planning and children than financial advisors who have kids? In this episode, Iván Watanabe and George Papanicolaou recount their personal experiences with fatherhood, diving into the difference between …

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