WealthStyle Podcast

WealthStyle Podcast


Latest Episodes

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

Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions
June 03, 2024

Curious about Bitcoin but overwhelmed by the noise? Get ready to unravel the complexities of the worlds most talked-about cryptocurrency. Evan Wohl and Ivn Watanabe invite Chet Schwartz, RICP, a fi

Working With A Financial Advisor
May 20, 2024

Navigating the twists and turns of todays financial landscape is bound to raise a few questions. Join Evan Wohl and Ivn Watanabe as they delve into some of the most pressing financial queries and sc

A Conversation Between Dads
May 06, 2024

In this heartfelt conversation, Ivn Watanabe and Evan Wohl open up about the joys and challenges of fatherhood as Ivn stands on the cusp of welcoming his second child, a baby boy. With help from his

Revisiting Physician Contract Considerations with Stephanie Rodin, ESQ.
April 22, 2024

As a healthcare professional or proprietor of a healthcare practice, your primary focus is safe and legal patient care. Managing the intricacies of healthcare leaves minimal capacity to navigate the c