15 min
A Mindful Approach to Financial Planning & Multi-Generational Wealth Real Wealth Show: Real Estate Investing Podcast
-
- Investing
Getting your financial world in shape isn’t only about numbers. It’s also about discovering your lifelong goals, the milestones you need to get there, and what you are doing right now to support that journey. Our guest today says that many people stumble around when it comes to their financial future because they haven’t really figured out what they are trying to accomplish, over the long term. As an example, a college education may groom a student to be a good employee, and not someone who might go beyond employee status to start their own business.
Jonathan Satovsky is the CEO and Chief Behavioral Coach of Satovsky Asset Management, or SAM. He takes a mindful approach to financial planning by helping clients figure out what they really want and the investment strategies they'll need to accomplish their goals. In this podcast, he shares some of his thoughts on how to get in touch with your financial muse in order to map out a plan for financial freedom and flexibility.
If you’d like to become job optional by investing in rental property, join RealWealth for free by visiting RealWealthShow.com. As as a member, you'll have access to the Investor Portal where you can speak with one of our experienced investment counselors, view sample property pro formas, and connect with our network of resources, including property teams, CPAs, attorneys, lenders, 1031 exchange facilitators, and more.
Subscribe to the show on Apple Podcasts and get the latest episodes uploaded to your device as soon as they are released. Like what you hear? Throw some stars our way and leave us a review! We appreciate you!
Go to www.RealWealthShow.com for the transcript or to listen to past episodes.
Transcript:
[00:00:00] [music]
Announcer: You're listening to the Real Wealth Show with Kathy Fettke, the real estate investor's resource.
Kathy Fettke: Getting your financial world in shape isn't only about numbers. It's also about discovering your lifelong goals, the milestones you need to get there, and what you're doing right now to support that journey. I'm Kathy Fettke and welcome to the Real Wealth Show. Our guest today says that many people stumble around when it comes to their financial future because they haven't really figured out what they're trying to accomplish over the long term. As an example, a college education may groom a student to be a good employee but not someone who might go beyond that employee status to start their own business.
Jonathan Satovsky is the CEO and Chief Behavioral Coach at Satovsky Asset Management or SAM. He takes a mindful approach to financial planning by helping clients figure out what they really want and the investment strategies they'll need to accomplish their goal. In this podcast, he shares some of his thoughts on how to get in touch with your financial muse in order to map out a plan for financial freedom and flexibility.
Jonathan, welcome to the Real Wealth Show. You specialize in some of the topics that we don't mention very much and that is financial intelligence and really emotional intelligence. Let's talk a little bit more about that. What does it mean to have emotional intelligence and specifically financial intelligence?
Jonathan Satovsky: I think I stumbled into the field of financial planning and wealth management as a by-product to the fact that they don't teach it formally in high school and college. Most people learn by rumbling, bumbling, and stumbling. At a young age, most people aren't thinking about the lifespan of their financial journey. It takes a tremendous amount of emotional intelligence to not only know what you want, but to start mapping out a game plan of how to execute and make decisions that are going to give you [00:02:00] the financial freedom and flexibility throughout the course of your life. Whether you're investing in real estate or the stock market or whatever it is that your plans are, to give yourself that autonomy and freedom, everyone ultimately is going
Getting your financial world in shape isn’t only about numbers. It’s also about discovering your lifelong goals, the milestones you need to get there, and what you are doing right now to support that journey. Our guest today says that many people stumble around when it comes to their financial future because they haven’t really figured out what they are trying to accomplish, over the long term. As an example, a college education may groom a student to be a good employee, and not someone who might go beyond employee status to start their own business.
Jonathan Satovsky is the CEO and Chief Behavioral Coach of Satovsky Asset Management, or SAM. He takes a mindful approach to financial planning by helping clients figure out what they really want and the investment strategies they'll need to accomplish their goals. In this podcast, he shares some of his thoughts on how to get in touch with your financial muse in order to map out a plan for financial freedom and flexibility.
If you’d like to become job optional by investing in rental property, join RealWealth for free by visiting RealWealthShow.com. As as a member, you'll have access to the Investor Portal where you can speak with one of our experienced investment counselors, view sample property pro formas, and connect with our network of resources, including property teams, CPAs, attorneys, lenders, 1031 exchange facilitators, and more.
Subscribe to the show on Apple Podcasts and get the latest episodes uploaded to your device as soon as they are released. Like what you hear? Throw some stars our way and leave us a review! We appreciate you!
Go to www.RealWealthShow.com for the transcript or to listen to past episodes.
Transcript:
[00:00:00] [music]
Announcer: You're listening to the Real Wealth Show with Kathy Fettke, the real estate investor's resource.
Kathy Fettke: Getting your financial world in shape isn't only about numbers. It's also about discovering your lifelong goals, the milestones you need to get there, and what you're doing right now to support that journey. I'm Kathy Fettke and welcome to the Real Wealth Show. Our guest today says that many people stumble around when it comes to their financial future because they haven't really figured out what they're trying to accomplish over the long term. As an example, a college education may groom a student to be a good employee but not someone who might go beyond that employee status to start their own business.
Jonathan Satovsky is the CEO and Chief Behavioral Coach at Satovsky Asset Management or SAM. He takes a mindful approach to financial planning by helping clients figure out what they really want and the investment strategies they'll need to accomplish their goal. In this podcast, he shares some of his thoughts on how to get in touch with your financial muse in order to map out a plan for financial freedom and flexibility.
Jonathan, welcome to the Real Wealth Show. You specialize in some of the topics that we don't mention very much and that is financial intelligence and really emotional intelligence. Let's talk a little bit more about that. What does it mean to have emotional intelligence and specifically financial intelligence?
Jonathan Satovsky: I think I stumbled into the field of financial planning and wealth management as a by-product to the fact that they don't teach it formally in high school and college. Most people learn by rumbling, bumbling, and stumbling. At a young age, most people aren't thinking about the lifespan of their financial journey. It takes a tremendous amount of emotional intelligence to not only know what you want, but to start mapping out a game plan of how to execute and make decisions that are going to give you [00:02:00] the financial freedom and flexibility throughout the course of your life. Whether you're investing in real estate or the stock market or whatever it is that your plans are, to give yourself that autonomy and freedom, everyone ultimately is going
15 min