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Having Difficult Conversations With Aging Parents: How To Start And What To Say In this episode of the WealthStyle Podcast, Iván Watanabe and Evan Wohl are joined by psychotherapist Maria Graceffa to explore how families can approach difficult conversations with aging parents around estate planning, healthcare decisions, and end-of-life wishes. The discussion focuses less on financial details and more on communication, timing, and emotional awareness. Maria shares why topics that feel taboo are often the most important to address, and how understanding your audience matters just as much as having the right information. The conversation covers practical guidance on aligning with siblings before approaching parents, choosing the right messenger, and framing discussions as invitations rather than directives. Listeners will also learn what language to avoid, how silence can create space for trust, and what to do when conversations become emotional or go off track. This episode offers thoughtful, real-world insight for anyone navigating multi-generational planning conversations and wanting to protect family relationships while creating clarity for the future. Key takeaways: Why avoiding “taboo” topics like death, inheritance, and long-term care often creates more stress than clarity How aligning with siblings and choosing the right messenger matters more than having the most expertise How to frame conversations as invitations, not directives, using open-ended questions that preserve a parent’s sense of control What language and timing to avoid, and how pauses and silence can reduce defensiveness and build trust Why these discussions work best as an ongoing dialogue rather than a one-time conversation And more! Listen to this episode of the WealthStyle Podcast and subscribe to stay connected to conversations that move your wealth and lifestyle forward, always forward. Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC   Connect with Maria Graceffa: Maria Graceffa Psychotherapy LinkedIn: Maria Graceffa [email protected]   About Our Guest: Maria Graceffa is a Licensed Mental Health Counselor in New York and Connecticut. She earned her degree in Psychological Counseling from Teachers College, Columbia University, and is known for being an exceptional listener—a professional secret-keeper, in the best colloquial sense. Maria is a seasoned clinician, creating a supportive space where clients can heal their vulnerabilities. She communicates directly—no BS—while always leading with gentle compassion. Her work focuses on helping clients process old hurts, develop new and adaptive belief systems, and build healthier behavior patterns that support lasting change. She helps folks have the hard conversations to get unstuck within family, work, and overall life. Maria is further specialized, offering EMDR and couples counseling. Outside of the therapy room, Maria is a real sports-ball-Mom, with gear, goggles, nets, and balls for every season. She also shares her days with a senior pup who still performs daily auditions for Cirque du Soleil, keeping life both grounded and entertaining. 

What does it take to run 240 miles through storms, sleep deprivation, mountains, desert nights, and total isolation, while raising two kids and leading a fast-growing career in healthcare?  Christine O’Hara Ryan joins the WealthStyle Podcast to share the truth behind completing the Moab 240, one of the toughest ultramarathons in the world, and how the experience reshaped her perspective on leadership, parenting, focus, and what we are capable of when we decide to move forward with intention. Christine explains how she trained for nearly a year around work and parenting, the storms that nearly stopped the race, the hallucinations, the fear, the support team that helped her push through the darkest stretches, and why she crossed the finish line with only fifteen minutes to spare. Her story is not just about endurance. It is about clarity, discipline, and the small steps that move every part of life forward. What listeners can expect in this episode: How Christine balanced nine months of training with parenting, leadership, and a demanding career What really happens inside a 240-mile ultramarathon, from weather breakdowns to sleep deprivation to hallucinations Why grit, discipline, and micro wins matter more than motivation Lessons from Moab that translate directly into family life, business, and personal growth And more! Resources: Why DFL is important in the Ultra Community Attempting to Run 240 Miles in 100 hours (Moab 240) 2025 Moab 240 | Day 5 | Overnight Finishers   Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC   Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC   Connect with Our Guest: Charlie Heath LinkedIn: Christine O’Hara Ryan Facebook: Christine O’Hara  Instagram: @xtine_ohara    About Our Guest: Christine O’Hara Ryan is a leader who knows what it means to go the distance — in business, in sport, and in life. A senior sales leader and ultra-endurance athlete, she has built a career transforming teams, elevating leaders, and driving meaningful growth across healthcare, medtech, and high-growth startups. She is known for bringing clarity to chaos, inspiring high performance, and building mission-driven cultures that move with both urgency and heart.   In 2025, Christine completed the MOAB 240 — one of the toughest ultramarathons on the planet — crossing the finish line as the final official runner after five relentless days on the trail. Her endurance journey spans Ironmans, Mt. Kilimanjaro, collegiate hockey, and numerous ultra-distance events. She draws on these experiences to teach leaders how to cultivate resilience, lead with purpose, and stay committed when the path gets steep.   Christine’s message is simple: grit is built, not born — and anyone can rewrite what they believe is possible. At the core of her approach is focus — the courage to choose what matters most and the discipline to let go of everything that doesn’t. Her leadership philosophy is shaped by long hours training alone on the trail: pace yourself, trust your team, stay present, and keep moving forward, one mile at a time.   Most of all, Christine is a mom of two young kids — her greatest motivation and constant reminder that courage is contagious, and that bold lives are built by showing up, again and again, with heart.

Divorce is one of the most emotional and confusing transitions someone can face, and most people are not prepared for how overwhelming the process can feel.  Iván Watanabe and Evan Wohl talk with Meg Priest, founder of Plan for Divorce, about why she created a service that helps women prepare emotionally, financially, and logistically before filing. Meg shares her own experience navigating a non-contentious divorce that still cost over fifty thousand dollars, much of it spent on administrative tasks that could have been handled more efficiently with the right guidance. She explains why preparation can reduce both legal fees and emotional strain, how checklists and structured planning keep people grounded, and why slowing down before filing may lead to a smoother, less reactive process. What to expect: How preparation can save money, time, and emotional stress The most common mistakes people make before and during a divorce Why administrative tasks often drive legal costs How Plan for Divorce supports women through structure, clarity, and calm And more! Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Megan Priest: Plan For Divorce LinkedIn: Plan For Divorce Facebook: The Divorce Organizer Instagram: @thedivorceorganizer [email protected] About Our Guest: When my marriage ended, I spent more than $50,000 on my divorce—and about 85% of what I spent wasn’t for legal strategy. It was for administrative work: forms, documentation, and endless process. It turns out I didn’t need a lawyer for all that. I needed a Divorce Organizer. I didn’t have one, so I became one. After 20+ years leading HR and Talent teams, I know how to bring order and efficiency to complicated situations. Now, I use that same skill set to help women take control of the practical side of divorce—organizing their finances, paperwork, and plans so they can spend their money wisely and make clear, confident decisions. And because divorce is often the catalyst for needing to rebuild or improve finances, I also help clients strengthen their professional foundation—leveraging my insider knowledge from years in hiring and leadership to help women position themselves for better roles, negotiate with confidence, and step into careers that truly support their next chapter. I believe preparation is power. The more organized you are, the less you’ll spend—and the more peace you’ll have. Now I help women get organized before they file — so they can spend less, stress less, and make clear, confident decisions through one of the hardest transitions of their lives. Outside of work, I’m a mom to a son and daughter and my two wonderful former step-sons (now adults). Family needn’t be defined by legal documents. I’m also an avid kayaker—there’s nothing like time on the water to reset, refocus, and remind me what matters most.

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 reveal patterns that shape how we approach what comes next. In this episode, Iván Watanabe and Evan Wohl reflect on their standout moments from 2025, the shifts they’re seeing in client needs and technology, and what they’re prioritizing as they head into 2026. They discuss personal milestones like turning 40, the importance of pushing physical limits, how AI is reshaping work and relationships, and why building community matters more than ever. They also share insights on balancing family, career growth, and staying adaptable in a rapidly changing environment. Key takeaways: Personal milestones and lessons learned from physical challenges like High Rocks competitions How AI adoption is changing workflows while increasing demand for human connection and in-person events Balancing career growth with family priorities and creating intentional one-on-one time Finding opportunities in emerging platforms like live social shopping and resale commerce The importance of evolving client relationships beyond numbers to become truly irreplaceable And more! Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC

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 GradFin to help bring clarity to a landscape that feels anything but stable right now. Joe explains what borrowers should understand about the SAVE program pause, why PSLF has become harder to navigate, and how the upcoming RAP program could reshape repayment for years to come.  He also discusses the mistakes that often derail forgiveness and the updated refinancing environment as rates continue to adjust. What to expect: A simple breakdown of SAVE, IBR, RAP, and how each affects your path to repayment Why PSLF rejection rates remain high and how to avoid common pitfalls When refinancing may make sense again for high earners Guidance for physicians and professionals facing major policy shifts And more! Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Joe McGrath: GradFin LinkedIn: GradFin LinkedIn: Joe McGrath About Our Guest: Joseph McGrath presents GradFin’s services to financial advisors from coast to coast about the value of meeting with a student loan consultant to help navigate the perfect repayment plan. In addition to his current role in sales and client management, he has additional experience in both the recruiting and non-profit industries. Joseph currently lives in Philadelphia and is a graduate of Temple University’s Fox School Of Business with a BBA in Marketing.

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 & Away, to talk about Applied Behavior Analysis (ABA), building trust with neurodiverse children, and how true progress happens when empathy leads the way. As behavior analysts with decades of experience, they share why “happy, relaxed, and engaged” is the gold standard and how their relationship-first model is changing lives, one child at a time. What to expect: The difference between reinforcement and bribery (and why it matters) Why ABA isn’t “compliance training”, it’s empowerment How parents and bystanders can support children with autism Practical takeaways any parent can use today And so much more! Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Up Up and Away: Up Up And Away [email protected]  LinkedIn: Meredith Greenwald, MA, BCBA, LBA (CT and NY) LinkedIn: Mindy Coolidge Facebook: Up Up And Away Instagram: @up_up_and_away_nyc About Our Guests: Meredith Greenwald is a Board Certified Behavior Analyst, New York State Licensed Behavior Analyst, New York State Certified Special Education Teacher, and co-founder of Up Up and Away Behavior Analyst PC. She received her BA in Psychology at Lafayette College in 1998 and her MA in Special Education from New York University in 2000. Meredith has 18 years of experience using the principles and practices of Applied Behavior Analysis, working with children diagnosed with Autism and other developmental delays. She excels at developing and implementing programs, social skills training, relationship development, and family training. Meredith lives in Stamford, CT with her husband and two children. She has four dogs – Mabel, George, Pixel, and Cookie. Mindy Lee Coolidge is a Board Certified Behavior Analyst, New York State Licensed Behavior Analyst, New York State Certified Special Education and General Education Teacher, and co-founder of Up Up and Away Behavior Analyst PC. Mindy has 11 years of experience working with children who have the diagnosis of Autism, have other developmental delays, cognitive impairments, and/or problem behavior. Mindy excels in the areas of: building meaningful relationships with students and their families, speaking as an expert witness/ advocating for a student, administering assessments and creating programming based on the results, collaborating with families and teams for best outcomes, and using the science of ABA to help every child learn in an individualized way that is meaningful, fun, and effective.

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 a high-paying job; it required a fundamental shift. Join host Iván Watanabe and his former high school classmate, Morgan Keim, as they explore how undervalued properties in emerging markets can deliver both purpose and profit. From the concept of “pride of rentership” to AI-powered lease-ups, Morgan is redefining workforce housing and reshaping what it means to build lasting wealth. Here’s what you’ll learn: Why income isn’t freedom and what to do instead The 4 ways real estate investors get paid (and what most overlook) How to spot distressed assets with hidden value The key mistake most syndicators make after the deal closes And more! Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC About Morgan Keim: Morgan is the Managing Partner of Ocean Ridge Capital, a real estate private equity firm that specializes in matching high net worth investors with recession-resilient assets to create tax-efficient cash flow and compound wealth. With 15+ years as a former startup executive (having raised over $400M to build and scale food-tech ventures), and over a decade in multifamily real estate investing (across 2,500+ doors), Morgan expertly combines creativity, strategic insight, and decisive action that creates durable wealth for his clients. He is based in Orange County, CA where he lives with his wife and two young daughters.  Publishing Tags: 

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 gastroenterologist turned financial literacy advocate for kids. Michele shares how her own lack of financial education, despite years of medical training, led her to write a series of children’s books that teach money concepts through stories and play. Together, they explore how families can normalize money conversations, build values-driven wealth legacies, and raise empowered, financially confident children. It’s not about raising rich kids, it’s about raising capable ones. Here’s what you can expect from the episode: How financial confidence begins with vocabulary (yes, even at age 3) Why gamifying money works and how to start with bedtime stories The role of family values in building generational wealth Navigating tough conversations about inheritance and entitlement And more! Previous Episodes of Interest:  Planning for Parenthood with George Papanicolaou Instilling Work Ethic & Charity Within a Financially Advantaged Family Parenting Tips with Licensed Psychologist, Dr. Judith Adamo Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Dr. Michele Cho Dorado: Bright Futures EDG [email protected] LinkedIn: Michele C. Instagram: @brightfuturesedg Facebook: Bright Future EDG About Our Guest: Dr. Michele Cho Dorado is a physician, author, entrepreneur, and advocate for empowering children through financial literacy. As the founder of Bright Futures EDG (Empower Develop Grow), she inspires through storytelling and actionable strategies that connect wealth building with family values, leadership, and legacy. She is the author of Mimi’s Money Book series, which introduces core money concepts to kids. She has hosted the Prosperous Kids Summit for the past 2 years, an annual event that brings together experts to help parents raise financially grounded and confident children. She has had numerous publications and speaking engagements, cofounded the Physician Entrepreneur Exchange, and is also an active real estate investor.  However, her most important role is that of mom to her two young kids and wife to her husband. Through it all, Michele’s mission remains the same – to empower young minds and build wealthy futures.

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 surprised by how many small but critical details were missing, from automatic subscriptions and Social Security clawbacks to safe deposit box keys and the burial plot’s location. What to expect in this episode: The small financial oversights that drain estates without notice Why even organized families can miss key post-death logistics The emotional and practical burden on surviving family members How to start legacy conversations early (and make them easier) And more! Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Lou Mohn: Opus Private Client, LLC  [email protected] LinkedIn: Louis Mohn

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, President and CEO of Silver Lining Insurance Agency, to explore the hidden risks in property and casualty insurance and why calling an 800 number might leave you dangerously exposed.  With nearly 40 years in the industry, Mike unpacks why relationships matter, what umbrella policies really cover, and how your insurance strategy should evolve as your life does. What to expect: Why most people don’t actually know what insurance they have The big red flags of calling the wrong person for coverage Hidden geographic risks in CA, FL, NJ, and TX How to use insurance to protect not just property, but future income And more! Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Mike Silverman: Silver Lining Insurance LinkedIn: Michael Silverman About Our Guest: Michael has spent his entire career in the insurance field. He began his career in 1988 with Guardian’s S&W Agency (now known as Strategies for Wealth). Over the past 30+ years, he has earned a reputation for his industry knowledge and expertise, his commitment to his clients, and his overall passion for his life’s work. Michael, President & CEO of Silver Lining Insurance Agency, Inc., is responsible for new business development, as well as client relations and sales. He is a committed advisor and helps our clients make educated choices on what product or service best suits their wants. Over the years, his practical experience and proactive approach have allowed him to advise both individuals and businesses on how to identify and manage their level of risk. Michael holds a bachelor’s degree from George Washington University and Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Insurance Counselor (CIC) designations. Michael was raised in Livingston, New Jersey, and returned to raise his family. In 2019, Michael and his wife of 30 years, Daena, moved to West Orange, NJ.  Through the years, Michael has been an active member of numerous township committees and has sat on the Board of his local synagogue, where he served two terms as President. In 2012, Michael was elected Councilmember to the Township of Livingston, and in 2014 and 2015, he served as both Mayor & Deputy Mayor. Michael is also active in several other philanthropic endeavors.

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 episode dives into Dr. Gapin’s powerful personal story and the evolution of his work at the Gapin Institute, where he’s now redefining health optimization through personalized medicine, wearable tech, and data-driven coaching. He and Iván discuss the emotional toll of the traditional healthcare system, the emerging power of diagnostics and HRV tracking, and how doctors can escape burnout by building practices around purpose, not just patients. What to expect: Why “one size fits all” medicine is failing high performers How to track your health like a CEO tracks their business The truth about wearables and what metrics actually matter How physicians can turn their expertise into high-impact ventures And more! Resources: Peak Launch “Male 2.0” by Dr. Tracy Gapin “Who Not How” by Dan Sullivan & Dr. Benjamin Hardy Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Dr. Tracy Gapin: Dr. Tracy Gapin Website [email protected] Instagram: @drtracygapin LinkedIn: Tracy Gapin, MD, FACS About Our Guest: When Dr. Tracy Gapin was 9 years old, he traced the flow of blood through the heart in a science class and felt instantly fascinated, not just by how the body worked, but by the idea that he could one day help others stay strong, resilient, and fully alive. He earned his medical degree at UT Southwestern in Dallas and completed a residency at the University of Florida. He chose urology because it brought together surgical precision and men’s health. He saw it as a way to support men through vulnerable, high-stakes moments and help them reclaim their confidence and quality of life. Around 2010, he felt stuck in a system that rewarded volume over value. The long hours, hospital bureaucracy, and lack of freedom began to take their toll. Tracy wanted more, not only for himself, but also for his patients and his family. So he did what he always does, and went all in. For nearly 10 years, he learned everything he could from the best experts in the world about business, longevity, performance, and functional health. Then, in 2018, while still at his urology practice, he founded the Gapin Institute to redefine what healthcare could look like. He merged precision medicine, diagnostics, and performance optimization into an integrated model to help people live and lead at their highest level.

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 WealthStyle Podcast, Evan Wohl and Adam Rolewicz reveal the hidden math of early market losses and why two retirees with the same savings can face drastically different futures. You’ll learn why the timing of your returns matters more than the average, what a buffer asset is and how it works, and how you can design a plan that turns your retirement savings into lasting income with confidence and clarity. What to expect: What is ‘sequence of return risk’ and why does it matter Why average return is a misleading metric in retirement planning Real examples of how early losses can wreck a portfolio How to use buffer assets to preserve income and legacy And more! Previous Episodes of Interest: Retirement Threats – Part 2 – With Adam Rolewicz Decreasing Investment Loss During Retirement with Dr. Wade Pfau Connect with Evan Wohl: Opus Private Client, LLC  LinkedIn: Evan Wohl Connect with Adam Rolewicz: Opus Private Client, LLC  LinkedIn: Adam Rolewicz

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 getting into college and building a meaningful life takes more than grades and a good essay. Drawing from her roots in acting, global teaching experience, and years of mentoring students through transformative projects, Kate explains how real-world skills, big goals, and personal authenticity are redefining the college prep game. She doesn’t just coach students to write their best essays; she coaches them to live their best stories. What to expect in this episode: Why AP classes and volunteer hours are no longer enough How “special projects” and mentorship open doors beyond academics The shocking truth about how few students are prepared for real life A behind-the-scenes look at building college essays that stand out And so much more! Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Kate Stone: LinkedIn: Kate Stone Kate Stone Prep Instagram: @katefrancestone (203) 714-4435 About Our Guest: Kate Stone is an Experienced College Admissions Consultant and College Essay Coach. Kate received her B.S. in Education and a minor in Creative Writing. She continued on as a teaching fellow in Asia. Kate transformed her passion for storytelling into actionable strategies for the college admissions process, essays, and the application as a whole. Her program coaches students to develop and strategize their most powerful narratives based on their individual ideas and achievements. Some of Kate’s strategies include: Creating a Balanced College List, How to Choose an Essay Topic, College Essay Format: Narrative Structure vs. Montage Structure, How to Approach the Additional Information Section and Why it’s Important, Tackling the ‘Why Us’ Essays. Kate’s students have been accepted to Harvard, Yale, Columbia, Stanford, University of Chicago, NYU, Brown, Berkeley, UPenn, USC, UCLA, The New School, Northwestern, Duke, Emory, and American University of Paris.

What does it take to lead in a world where your adversaries are invisible? In this candid conversation, host Evan Wohl sits down with Dan Singer, founder and CEO of cybersecurity firm Reveald, to talk about the realities of building a company that fights on digital battlefields every day. But this isn’t just a tech story, it’s a human one. Dan shares his journey from college side hustles to leading high-stakes innovation in cybersecurity, and the lessons he’s learned along the way from hiring for scar tissue, to designing a mission-driven culture, to raising a family while building something meaningful. What to expect in this episode: How cybersecurity is evolving—and why simplicity is the new standard The scar tissue of entrepreneurship: when to pivot, when to persist Hiring “battle-ready” people who align with your mission Designing life intentionally, not just a business And more! Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Dan Singer: LinkedIn: Dan Singer Reveald About Our Guest: Dan Singer is the CEO of Reveald and a recognized visionary in the cybersecurity space. With a career defined by bold leadership and innovative thinking, Dan has positioned Reveald at the forefront of proactive cybersecurity solutions. He believes cybersecurity should be more than just a defensive measure, it should be aligned with proactive security strategies to get ahead of the growing threat adversaries possess.  Aligning strategic drivers that have the potential to impact the business, building resilience, and being on the cutting edge of defensive strategies. Dan’s leadership is characterized by a relentless focus on turning complex security challenges into streamlined, scalable opportunities. His strategic merger of Reveald with Epiphany Systems created a powerhouse alliance, combining advanced threat modeling with next-generation technology to deliver unmatched cyber risk reduction at scale. Throughout his career, Dan has championed the idea that businesses don’t have to live in fear of cyber threats. Instead, he empowers organizations to approach security with confidence, ensuring clarity and speed in decision making for security operators. Under Dan’s guidance, Reveald continues to redefine what’s possible in cybersecurity, bridging the gap between proactive and defensive strategies.

In sports, a great coach can transform a team. In business, the same is true for a great leader. Iván Watanabe and Evan Wohl continue their conversation with sports psychiatrist Jorge Aguilar, diving deeper into the psychology of leadership and what high-performing athletic teams can teach executives and entrepreneurs about building culture, hiring effectively, and driving growth. Instead of obsessing over wins, Jorge encourages leaders to focus on alignment, excellence, and psychological safety. Because when people feel safe and valued, they can thrive. What to expect from this episode: Why “don’t mess up” cultures limit performance How to hire for core values, not just skill sets What psychological safety looks like at work A surprising connection between coaching styles and self-awareness And more! Resources: Athletic Mindset Strategies for Success at Work with Dr. Jorge Aguilar – Part 1  How To Build a Winning Culture with Jeremy Zoll from the Minnesota Twins  Connect with Iván Watanabe: Opus Private Client, LLC  [email protected] LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC  [email protected]  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Dr. Jorge Aguilar: LinkedIn: Jorge Aguilar, MD, PhD Montefiore Einstein About Dr. Jorge Aguilar: Dr. Aguilar is a board-certified psychiatrist providing mental performance training and talk therapy to athletes in collegiate, Olympic, and professional sports. He is the team sport psychiatrist to New York City FC in Major League Soccer (MLS) and a consultant to Major League Baseball (MLB) on mental health and mental performance. He also participates in the MLB Rookie Development Program, assisting young players transitioning to the Major Leagues. He is an Assistant Professor of Psychiatry and Behavioral Sciences and the Director of Sport & Performance Psychiatry at Montefiore-Einstein. He trained in Pediatrics at the Children’s Hospital of Philadelphia and completed a Psychiatry Residency and Child & Adolescent Psychiatry Fellowship at Montefiore Medical Center in New York. Dr. Aguilar specializes in the assessment and treatment of psychiatric conditions commonly seen in sports, and uses a unique hybrid of sport psychology and evidence-based talk therapy to help athletes elevate their performance in sport and daily life.