WealthStyle Podcast

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  [https://www.opus-pc.com/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  [https://www.opus-pc.com/how-to-build-a-winning-culture-with-jeremy-zoll-from-the-minnesota-twins] Connect with Iván Watanabe: * Opus Private Client, LLC [http://opus-pc.com]  * iwatanabe@opus-pc.com [iwatanabe@opus-pc.com] * LinkedIn: Iván Watanabe [https://www.linkedin.com/in/iv%C3%A1n-watanabe-he-%C3%A9l-2185a49] * YouTube: OPUS Private Client, LLC [https://www.youtube.com/@opusprivateclientllc] Connect with Evan Wohl: * Opus Private Client, LLC [http://opus-pc.com]  * ewohl@opus-pc.com  [ewohl@opus-pc.com] * LinkedIn: Evan Wohl [https://www.linkedin.com/in/evan-wohl-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-a05958a/] * YouTube: OPUS Private Client, LLC [https://www.youtube.com/@opusprivateclientllc] Connect with Dr. Jorge Aguilar: * LinkedIn: Jorge Aguilar, MD, PhD [https://www.linkedin.com/in/jorge-aguilar-md-phd-a7b153228/] * Montefiore Einstein [https://montefioreeinstein.org/] 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.

Discover how the mindset of elite athletes can help you perform better at work and in life. In this episode, Iván Watanabe and Evan Wohl sit down with Dr. Jorge Aguilar, a board-certified psychiatrist and mental performance coach to NYCFC and MLB players, to explore how proven mental strategies from the world of sports can boost focus, resilience, and productivity in your everyday routine. From managing pressure to staying focused and building resilience, this episode connects the dots between sports psychology and everyday professional success. Gain valuable insights such as: * Techniques for addressing self-doubt and negative thoughts in both sports and business settings [04:38] * The myth of constant positivity and how elite performers manage doubts [07:50] * Ways to enhance performance through daily habits like mindfulness and nutrition [17:50] * The importance of resilience and grit in achieving both personal and professional success [20:22] * And more Connect with Iván Watanabe:  * Opus Private Client, LLC [http://opus-pc.com]  * iwatanabe@opus-pc.com [iwatanabe@opus-pc.com] * LinkedIn: Iván Watanabe [https://www.linkedin.com/in/iv%C3%A1n-watanabe-he-%C3%A9l-2185a49] * YouTube: OPUS Private Client, LLC [https://www.youtube.com/@opusprivateclientllc] Connect with Evan Wohl: * Opus Private Client, LLC [http://opus-pc.com]  * ewohl@opus-pc.com  [ewohl@opus-pc.com] * LinkedIn: Evan Wohl [https://www.linkedin.com/in/evan-wohl-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-a05958a/] * YouTube: OPUS Private Client, LLC [https://www.youtube.com/@opusprivateclientllc] Connect with Dr. Jorge Aguilar: * LinkedIn: Jorge Aguilar, MD, PhD [https://www.linkedin.com/in/jorge-aguilar-md-phd-a7b153228/] * Montefiore Einstein [https://montefioreeinstein.org/] 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.

In this inspiring and relatable episode, Evan Wohl chats with Sonie Skogerson, a Budget Blinds franchise owner who turned a leap of faith into a thriving business. Sonie shares how she launched her window treatment company with minimal training, the value of early marketing hustle, and how her love for fabric and design fueled her first projects. She dives deep into the support system provided by the franchise, including a strong coaching culture that evolves as your business grows. From tackling early challenges like cash flow and closing rates to navigating tariffs and scaling with the help of community and peer groups, Sonie highlights the power of mentorship, consistency, and social media—especially Instagram—as key drivers of success. This conversation is packed with valuable takeaways for any entrepreneur, especially those navigating franchise ownership, marketing on a budget, and building a referral-based business. Key takeaways: * The unique impact of a support system within a franchise network [00:08:13] * The transition from corporate fashion to entrepreneurship and the role of social media in marketing [00:01:49] * Tried and tested strategies for generating referrals [00:21:45] * An inside look into the essential support networks and business coaching that fuel her growth [00:13:55] Connect with Evan Wohl: * Opus Private Client, LLC [http://opus-pc.com]  * ewohl@opus-pc.com  [ewohl@opus-pc.com] * LinkedIn: Evan Wohl [https://www.linkedin.com/in/evan-wohl-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-a05958a/] * YouTube: OPUS Private Client, LLC [https://www.youtube.com/@opusprivateclientllc] Connect with Sonie Skogerson: * LinkedIn: Sonie Skogerson [https://www.linkedin.com/in/sonieskogerson/] * Budget Blinds [https://budgetblinds.com/paramus/] * sonies@budgetblinds.com [sonies@budgetblinds.com]  About Our Guest: Sonie is a veteran of the fashion industry, having spent over 10 years crisscrossing North America and the globe for some of the biggest names in luxury sportswear.  She brings her energy, keen eye for quality, design, and detail, and an approachable design style to every personal consultation with Budget Blinds.  Sonie is an expert at understanding your needs and helping you express your own individual style without going over your budget.  She is a graduate of the Parsons School of Design and has studied at the Fashion Institute of Technology and the London College of Fashion.  Sonie owns three Budget Blinds Franchises in Northern New Jersey & has been covering windows for over 12 years. She is a mother of three and an avid downhill skier.

How do you ensure your child’s education savings strategy is truly future-proof? Join Iván Watanabe and Evan Wohl as they dive into education funding strategies beyond the one-size-fits-all solutions. This episode lends insights into using various financial vehicles like 529 plans, UTMA accounts, and whole life insurance, while evaluating their pros and cons. Iván and Evan discuss: * The significance of a flexible strategy over a singular financial product [00:05:00] * Comparisons of common education savings accounts, like 529 plans and UTMA accounts [00:18:30] * How to leverage whole life insurance for educational funding [00:25:00] * The importance of maintaining options and controlling opportunity costs [00:30:15] * And more Connect with Iván Watanabe: * Opus Private Client, LLC [http://opus-pc.com]  * iwatanabe@opus-pc.com [iwatanabe@opus-pc.com] * LinkedIn: Iván Watanabe [https://www.linkedin.com/in/iv%C3%A1n-watanabe-he-%C3%A9l-2185a49] * YouTube: OPUS Private Client, LLC [https://www.youtube.com/@opusprivateclientllc] Connect with Evan Wohl: * Opus Private Client, LLC [http://opus-pc.com]  * ewohl@opus-pc.com  [ewohl@opus-pc.com] * LinkedIn: Evan Wohl [https://www.linkedin.com/in/evan-wohl-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-a05958a/] * YouTube: OPUS Private Client, LLC [https://www.youtube.com/@opusprivateclientllc]

Is your medical practice reaping the rewards it deserves? Listen in as Iván Watanabe hosts Mitch Spolan, founder of Payorology, to explore the intriguing intersection of healthcare and economics. Mitch shares his fascinating career journey from architecture to the Internet, and finally to entrepreneurship—where Payorology was born. Learn how this innovative approach can have a ripple effect, benefiting not just the doctors, but staff and patients as well. Highlights include: * Mitch’s inspiring career shift story tied to his family’s interests [00:00:49] * The importance of data in negotiating payer rates for medical practices [00:16:35] * Unique ways Payorology uses transparency data to assist small practices [00:22:04] * Insight into Mitch’s vision for helping practices and communities thrive [00:24:26] Connect with Iván Watanabe: * Opus Private Client, LLC [http://opus-pc.com]  * iwatanabe@opus-pc.com [iwatanabe@opus-pc.com] * LinkedIn: Iván Watanabe [https://www.linkedin.com/in/iv%C3%A1n-watanabe-he-%C3%A9l-2185a49] * YouTube: OPUS Private Client, LLC [https://www.youtube.com/@opusprivateclientllc] Connect with Mitch Spolan: * LinkedIn: Mitch Spolan [https://www.linkedin.com/in/mitchspolan/] * Payorology [https://payorology.com/] About Our Guest: Mitch Spolan is the Founder and CEO of Payorology, where he helps medical practices optimize their payor contract negotiations by leveraging price transparency data. Through his work, he uncovers significant revenue opportunities by analyzing the current contracted rates of local peer practices, providing healthcare providers with actionable insights for successful negotiations. Before founding Payorology, Spolan served as EVP of Partnerships at Chegg, Inc., leading business development and sales initiatives across multiple business lines. He also held leadership roles at Yahoo! and LivingSocial, gaining extensive experience in interactive media, sales, and marketing while driving growth and innovation. Beyond his professional career, Spolan served on the Board of Directors for The Advertising Council, Inc., contributing to impactful public service campaigns. He holds both a bachelor’s and a master’s degree in architecture from the University of Florida. With a deep passion for supporting healthcare providers and a strong background in sales and marketing, Spolan leads Payorology in delivering value-driven solutions that empower medical practices to thrive.