HeyJaredWealthStyle Podcast
In this podcast we breakdown how to move your wealth, purpose and lifestyle forward with clarity and confidence. Always Forward is this show’s mantra.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
How Does Disability Insurance Work? Benefits, Definitions, Riders, and Income Protection (Ep. 128) (opens the original)
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If your career and income are central to your financial plan, what happens when an illness or injury keeps you from working for months or years? For physicians, other highly specialized professionals, and anyone relying heavily on employer disability benefits, the details of that coverage can matter more than simply knowing a policy exists. In this episode of the WealthStyle Podcast, Iván Watanabe and Evan Wohl explain how long-term disability insurance works and what to review before choosing c
Avoiding Costly Physician Contract Mistakes with Angela Shofner & Michael Shofner (Ep. 127) (opens the original)
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Physicians spend years training for their careers, but many enter employment agreements without fully understanding the long-term implications hidden in their contracts. What happens if a job turns out to be the wrong fit? What rights do physicians actually have when they want to leave, negotiate compensation, or protect themselves from future liability? In this episode, Iván Watanabe speaks with Angela Shofner, Owner and CEO of Shofner Consulting LLC, and Michael Shofner, COO of Shofner Consult
Delaware Statutory Trusts and 1031 Exchanges for Passive Investors with Brendan Tammany (Ep. 126) (opens the original)
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Owning real estate can generate income and long-term wealth, but it can also entail management responsibilities, tax considerations, and difficult decisions when it’s time to sell. What options are available if you want to keep real estate exposure without continuing to manage properties yourself? In this episode, Evan Wohl and George Papanicolaou are joined by Brendan Tammany, Senior Vice President, Private Capital at Inland Securities Corporation, to explore Delaware Statutory Trusts (DSTs) an
AI, Fear, And Human-Led Change with Laurence Anthony (Ep. 125) (opens the original)
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Change can feel uncomfortable, especially when new technology forces people to rethink their work, values, and future. How can leaders help people move from fear into thoughtful action? In this episode, Iván Watanabe and Evan Wohl speak with Laurence Anthony, Founder, CEO, and Head Coach of Go Further Coaching, about AI adoption, fear, emotional intelligence, and leading through uncertainty. Laurence explains why the fear around AI may be the real transformation, how teams can create clarity dur
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