WealthStyle Podcast

WealthStyle Podcast


Latest Episodes

Estate Planning Essentials for High-Income Earners with Joe Biondolillo
December 09, 2024

Estate planning is often seen as one of the more intricate aspects of financial management, particularly for high-net-worth individuals who face distinct challenges and opportunities when it comes to

Crafting Profitable Real Estate Investments with Jessica Sigmund
November 18, 2024

Managing Partner and host of WealthStyle, Ivn Watanabe sits down with Jessica Sigmund, a Licensed Real Estate Agent to explore the world of Airbnb and real estate investments in the tri-state area. L

The Impact of the FTC Ruling on Non-Competes With Jim Magner
October 10, 2024

In the fast-paced world of employment law, staying informed is crucial. With significant changes swirling around non-compete agreements, employers and employees must remain vigilant and prepared. This

Breaking Down Maternity Leave with Garlande Patz
September 16, 2024

As of 2023, only 27% of private-sector employers offer paid parental leave programs. Are you equipped to navigate the rest? In this WealthStyle episode, Ivn Watanabe and Evan Wohl sit down with Gar

The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca
August 21, 2024

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

The Ban on Non-Compete Agreements with Jim Magner
August 20, 2024

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 eli

Common Tax Mistakes for Business Owners and How to Avoid Them With Mike Nulty
August 10, 2024

How do you keep your tax records clean and avoid those dreaded IRS audits? This week, Mike Nulty from Matthews & Nulty, Inc. joins Ivn Watanabe and Evan Wohl to discuss effective tax strategies for

REPLAY: Planning For Retirement: Social Security and Medicare with Elaine Floyd
July 29, 2024

In todays episode of WealthStyle, Ivn Watanabe and Evan Wohl interview Elaine Floyd, Director of Retirement Life Planning at HorsesMouth about the intricacies of our nations support systems; Social

REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance
July 15, 2024

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 thi

Parenting Tips With Licensed Psychologist, Dr. Judith Adamo
June 17, 2024

Are you struggling to maintain a routine with your children while juggling the demands of daily life? You arent alone. This week on the WealthStyle podcast, Ivn Watanabe and Evan Wohl sit down with