WealthStyle Podcast
1) Reflecting on 2025 and Looking Forward: Growth, AI, and What’s Next
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 r...Show More
2) Your Guide To Student Loans in 2025 with Joe McGrath (Ep. 112)
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 GradFi...Show More
3) How to Be an Ally to Parents of Neurodiverse Kids (Ep. 111)
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 & A...Show More
4) Real Estate the Right Way with Morgan Keim (Ep. 110)
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 ...Show More
5) Raising Financially Literate Kids with Dr. Michele Cho Dorado (Ep. 109)
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 gastroente...Show More
6) What To Know When Handling a Parent’s Passing with Lou Mohn (Ep. 108)
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 surprise...Show More
7) How to Protect What Matters Most with Mike Silverman (Ep. 107)
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...Show More
8) What Most Doctors Get Wrong About Longevity with Dr. Tracy Gapin (Ep. 106)
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 episo...Show More
9) How Sequence of Return Risk Could Impact Your Retirement Income (Ep. 105)
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 W...Show More
10) Why Top Colleges Are Rejecting ‘Perfect’ Students with Kate Stone (Ep. 104)
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 g...Show More