WealthStyle Podcast

Real estate investment is a balance between finding the right financial opportunity, and a unique, desirable location. How can you build real estate investments in a rising interest rate environment?   In this episode, Iván Watanabe and Evan Wohl speak with Jon Minkoff, co-founder, CFO, COO, CIO of ASH NYC, on real estate investment for …

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Retirement income relies solely on the investments and savings created while you still have a paycheck. Leveraging the right tools can decrease the amount loss from market volatility, while keeping you afloat. In this episode, Iván Watanabe and Evan Wohl are joined by Dr. Wade Pfau, Ph.D, CFA, RICP, founder of Retirement Researcher, and professor …

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Remember being a kid and the joy you felt making the biggest snowman from just three small snowballs? Watching those little snowballs getting bigger and bigger with each roll…  As an adult, the experience changes from creating snowmen to generating compound interest. In this episode, Iván Watanabe welcomes colleague Evan Wohl to dive deeper into …

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In September of 2021, the NCAA allowed a ruling that unlocked college athletes from getting compensation for the first time in history. How will this change the relationship between student athletes, sponsoring companies, and their fans? In this episode, George Papanicolaou speaks with Chris Ward, CRO of The Publisher Desk, on the NIL rule and …

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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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