Wisdom, Wealth, and Wellness

Jonathan Satovsky
  • 5.0 (8)
  • SELF-IMPROVEMENT
  • UPDATED BIWEEKLY

Your journey to Wisdom, Wealth, and Wellness starts here! Join Jonathan Satovsky as he meets with dynamic guests to discuss how we all can overcome financial behavioral biases and blind spots. The lineup ranges from world-class performance coaches to best-selling authors, successful entrepreneurs, award-winning actors and athletes, wellness guides, and investing experts. About your host: For over 25 years, Jonathan has started with a simple question – How can I help? Driven by a deep curiosity and insatiable appetite for learning, his life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. With a commitment toward immersive research, continued education, and client service, Jonathan has grown a loyal and committed clientele of family-based, multi-generational relationships. In his dual role as CEO and Chief Behavioral Coach of Satovsky Asset Management (SAM), Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. A creative at heart, Jonathan is always drumming up new ideas and seeking solutions to give his team and clients the greatest probability of sustainable success. Follow the podcast: satovsky.com/podcast Connect with Jonathan: YouTube | LinkedIn | Twitter | Instagram | Blog | Book a Consultation Disclaimer: https://www.satovsky.com/terms-of-use/ Hosted on Acast. See acast.com/privacy for more information.

  1. Jonathan Satovsky interviews Christine Richmond

    JAN 20

    Jonathan Satovsky interviews Christine Richmond

    In this episode of "Wisdom, Wealth, and Wellness," host interviews Christine Richmond, a licensed social worker and care manager, about navigating aging, caregiving, and healthcare decisions. Christine shares practical advice on early planning, managing family dynamics, and understanding the true costs of senior care. The discussion highlights the importance of advance directives, caregiver support, and maintaining dignity and quality of life for aging loved ones. Your host: For over 25 years, Jonathan has started with a simple question – How can I help? Driven by a deep curiosity and insatiable appetite for learning, his life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. In his dual role as CEO and Chief Behavioral Coach of SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect - Jonathan Satovsky: Podcast: https://satovsky.com/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC 149 Spring Street, 4th Floor New York, NY 10012 Phone: 212.584.1900 https://www.satovsky.com The information provided in this podcast is for general informational purposes only and should not be considered as financial, investment, legal, or tax advice. Listening to this podcast does not create an advisor-client relationship. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a professional advisor for advice specific to your situation. Satovsky Asset Management is a registered investment advisor with the SEC. Hosted on Acast. See acast.com/privacy for more information.

    33 min
  2. Jonathan Satovsky Interviews Rabbi Simon Jacobson

    12/15/2025

    Jonathan Satovsky Interviews Rabbi Simon Jacobson

    In this episode, host Jonathan interviews Simon Jacobson, founder of the Meaningful Life Center, about integrating ancient Hasidic wisdom into modern life. They explore how to find purpose, balance material and spiritual success, and nurture the soul amid contemporary pressures. Simon shares practical frameworks for self-discovery, resilience, and holistic wellness, emphasizing empathy, compassion, and the importance of living intentionally. The conversation offers actionable advice for overcoming adversity, redefining success, and pursuing a meaningful life, encouraging listeners to reflect on their unique mission and legacy in today’s complex world. Your host: For over 25 years, Jonathan has started with a simple question – How can I help? Driven by a deep curiosity and insatiable appetite for learning, his life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. In his dual role as CEO and Chief Behavioral Coach of SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect - Jonathan Satovsky: Podcast: https://satovsky.com/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC 149 Spring Street, 4th Floor New York, NY 10012 Phone: 212.584.1900 https://www.satovsky.com The information provided in this podcast is for general informational purposes only and should not be considered as financial, investment, legal, or tax advice. Listening to this podcast does not create an advisor-client relationship. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a professional advisor for advice specific to your situation. Satovsky Asset Management is a registered investment advisor with the SEC. Hosted on Acast. See acast.com/privacy for more information.

    38 min
  3. Jonathan Satovsky speaks with Gary Mendell

    11/14/2025

    Jonathan Satovsky speaks with Gary Mendell

    In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky speaks with Gary Mendell, founder of Shatterproof, a leading national nonprofit organization dedicated to transforming addiction treatment, ending stigma, and supporting those affected by substance use disorders. Gary shares how his son’s struggle with addiction and tragic death inspired him to leave a successful hospitality career and create a national nonprofit. The conversation highlights the organization’s advocacy, innovative tools, and the importance of community involvement, offering hope and practical guidance for those affected by addiction. Your host: For over 25 years, Jonathan has started with a simple question – How can I help? Driven by a deep curiosity and insatiable appetite for learning, his life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. In his dual role as CEO and Chief Behavioral Coach of SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect - Jonathan Satovsky: Podcast: https://satovsky.com/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC 149 Spring Street, 4th Floor New York, NY 10012 Phone: 212.584.1900 https://www.satovsky.com The information provided in this podcast is for general informational purposes only and should not be considered as financial, investment, legal, or tax advice. Listening to this podcast does not create an advisor-client relationship. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a professional advisor for advice specific to your situation. Satovsky Asset Management is a registered investment advisor with the SEC. Hosted on Acast. See acast.com/privacy for more information.

    39 min
  4. Jonathan Satovsky interviews Rabbi Levi Shmotkin

    10/03/2025

    Jonathan Satovsky interviews Rabbi Levi Shmotkin

    In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky welcomes Rabbi Levi Shmotkin, a Brooklyn-based scholar and author of "Letters for Life." Together, they explore how ancient Jewish wisdom and the Lubavitcher Rebbe’s teachings offer practical tools for emotional wellness, purposeful living, and redefining true wealth beyond finances. Rabbi Shmotkin shares personal stories, discusses the importance of discipline, and offers advice on nurturing spiritual and emotional health. The conversation highlights the value of contributing to others and provides accessible resources for anyone seeking deeper meaning and balance in modern life. Your host: For over 25 years, Jonathan has started with a simple question – How can I help? Driven by a deep curiosity and insatiable appetite for learning, his life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. In his dual role as CEO and Chief Behavioral Coach of SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect - Jonathan Satovsky: Podcast: https://satovsky.com/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC 149 Spring Street, 4th Floor New York, NY 10012 Phone: 212.584.1900 https://www.satovsky.com The information provided in this podcast is for general informational purposes only and should not be considered as financial, investment, legal, or tax advice. Listening to this podcast does not create an advisor-client relationship. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a professional advisor for advice specific to your situation. Satovsky Asset Management is a registered investment advisor with the SEC. Hosted on Acast. See acast.com/privacy for more information.

    32 min
  5. Jonathan Satovsky interviews Lisa Lahey -

    09/05/2025

    Jonathan Satovsky interviews Lisa Lahey -

    In this episode of Wisdom, Wealth and Wellness, host Jonathan Satovsky interviews Lisa Lahey, an expert on organizational change and leadership. They explore why change is difficult, even when the need and steps are clear, highlighting the “immunity to change” model. Ms. Lahey explains that willpower alone is often insufficient, as hidden beliefs and internal resistance play a major role. The conversation covers adaptive versus technical challenges, the importance of emotional engagement, and how leaders can create a deliberately developmental culture to support lasting change. Practical insights are shared for individuals and organizations seeking meaningful, sustainable transformation. Satovsky.com Hosted on Acast. See acast.com/privacy for more information.

    38 min
  6. Jonathan Satovsky interviews Karen Faith Gordon

    08/08/2025

    Jonathan Satovsky interviews Karen Faith Gordon

    In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky welcomes clinical gerontologist Karen Faith Gordon to discuss healthy aging, emotional wellness, and navigating life transitions. Karen shares her holistic approach, integrating mindfulness, compassion, and cognitive behavioral therapy, to support individuals and families through aging and caregiving challenges. The conversation explores the importance of community, deep listening, and aligning decisions with personal values. Karen offers practical tips for self-care, presence, and cultivating compassion. Listeners gain insights into fostering resilience, connection, and purpose at every stage of life. satovsky.com Connect - Jonathan Satovsky: Podcast: satovsky.com/podcast YouTube Clips Satovsky Asset Management: satovsky.com X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky "Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277X Hosted on Acast. See acast.com/privacy for more information.

    29 min
  7. Jennifer Wines - Author, Advisor, and Consultant - Invisible Wealth

    06/11/2025

    Jennifer Wines - Author, Advisor, and Consultant - Invisible Wealth

    In this episode of Wisdom, Wealth, and Wellness , Jonathan Satovsky is joined by Jennifer Wines—author of Invisible Wealth , founder of Invisible Wealth Consulting, and a former private wealth advisor at Goldman Sachs, JP Morgan, and Fidelity. Jennifer shares her journey from advising high-net-worth clients to redefining what true wealth means. Recorded 05/13/2025 Connect - Jonathan Satovsky: Podcast: satovsky.com/podcast YouTube Clips Satovsky Asset Management: satovsky.com X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky "Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277X Disclaimer Hosted on Acast. See acast.com/privacy for more information.

    34 min
  8. Jonathan Satovsky - Eduardo Repetto, PhD Interview

    04/09/2025

    Jonathan Satovsky - Eduardo Repetto, PhD Interview

    In this episode of "Seeking Wisdom, Wealth, and Wellness," host Jonathan Satovsky converses with Eduardo Repetto, Chief Investment Officer and co-founder of Avantis Investors. Eduardo shares his transition from aeronautical engineering to finance, emphasizing the importance of understanding valuations and behavioral finance. They discuss investment principles, the significance of buying undervalued companies, and the challenges of investor behavior. Eduardo highlights the role of financial advisors in guiding clients through complex decisions and stresses the need for diversification to mitigate risks. Recorded 11/13/2023 Connect - Jonathan Satovsky: Podcast: satovsky.com/podcast YouTube Clips Satovsky Asset Management: satovsky.com X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky "Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277X Disclaimer Hosted on Acast. See acast.com/privacy for more information.

    32 min
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Trailer

Ratings & Reviews

5
out of 5
8 Ratings

About

Your journey to Wisdom, Wealth, and Wellness starts here! Join Jonathan Satovsky as he meets with dynamic guests to discuss how we all can overcome financial behavioral biases and blind spots. The lineup ranges from world-class performance coaches to best-selling authors, successful entrepreneurs, award-winning actors and athletes, wellness guides, and investing experts. About your host: For over 25 years, Jonathan has started with a simple question – How can I help? Driven by a deep curiosity and insatiable appetite for learning, his life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. With a commitment toward immersive research, continued education, and client service, Jonathan has grown a loyal and committed clientele of family-based, multi-generational relationships. In his dual role as CEO and Chief Behavioral Coach of Satovsky Asset Management (SAM), Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. A creative at heart, Jonathan is always drumming up new ideas and seeking solutions to give his team and clients the greatest probability of sustainable success. Follow the podcast: satovsky.com/podcast Connect with Jonathan: YouTube | LinkedIn | Twitter | Instagram | Blog | Book a Consultation Disclaimer: https://www.satovsky.com/terms-of-use/ Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    Jonathan Satovsky
  • Years Active
    2023 - 2026
  • Episodes
    26
  • Rating
    Clean
  • Copyright
    © Jonathan Satovsky
  • Show Website
    Wisdom, Wealth, and Wellness