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 Rabbi Levi Shmotkin

    OCT 3

    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
  2. Jonathan Satovsky interviews Lisa Lahey -

    SEP 5

    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
  3. Jonathan Satovsky interviews Karen Faith Gordon

    AUG 8

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

    JUN 11

    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
  5. Jonathan Satovsky - Eduardo Repetto, PhD Interview

    APR 9

    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
  6. Jonathan Satovsky and David Shing discuss whether Technology and Nature Can Coexist for True Wellness?

    MAR 5

    Jonathan Satovsky and David Shing discuss whether Technology and Nature Can Coexist for True Wellness?

    In this episode of "Seeking Wealth Wisdom and Wellness," host Jonathan Satovsky engages in a thought-provoking conversation with futurist David Shing about the dynamic relationship between technology, nature, and personal well-being. They stress the necessity of maintaining balance in a tech-centric world, promoting the practice of deep listening and compassion in human interactions. “Shingy” offers insights into biomimicry, exploring how nature's principles can guide the creation of technology that enriches life. Jonathan underscores the importance of meaningful connections and tailored wealth management strategies. The episode wraps up with a call to prioritize wellness and genuine human expression in the face of technological progress, aiming to cultivate a more harmonious and fulfilling existence. Hosted on Acast. See acast.com/privacy for more information.

    33 min
  7. Steve Sanduski engages with Jonathan Satovsky to explore the evolving landscape of financial advice.

    JAN 8

    Steve Sanduski engages with Jonathan Satovsky to explore the evolving landscape of financial advice.

    In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky engages with financial expert Steve Sanduski to explore the evolving landscape of financial advice. They discuss the increasing accessibility of financial guidance due to technology, the essence of personalized advice, and trends among billionaires that emphasize community and meaningful work. Steve shares his practice of selecting three guiding words each year and introduces filters for evaluating opportunities. The conversation highlights the importance of intentional living, personal fulfillment, and the hidden forces shaping our decisions, encouraging listeners to align their actions with their values. Hosted on Acast. See acast.com/privacy for more information.

    35 min
  8. Sallie Krawcheck: CEO of Ellevest talks Empowering Women in Finance on Wisdom, Wealth and Wellness

    11/05/2024

    Sallie Krawcheck: CEO of Ellevest talks Empowering Women in Finance on Wisdom, Wealth and Wellness

    In this episode of "Seeking Wisdom, Wealth, and Wellness," Jonathan Satovsky interviews Sallie Krawcheck, a renowned financial expert and CEO of Ellevest. Krawcheck discusses her pioneering career in finance, highlighting her role as a woman in a male-dominated industry. The conversation covers her contrarian investment approach, efforts to eliminate conflicts of interest in financial advising, and the challenges women face in finance. Krawcheck emphasizes the importance of financial literacy, community support, and changing negative narratives around women's financial decisions. The episode underscores her commitment to empowering women through tailored financial strategies and education. Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC (SAM) 232 Madison Avenue, Suite 400 New York, NY 10016 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.

    36 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 - 2025
  • Episodes
    23
  • Rating
    Clean
  • Copyright
    © Jonathan Satovsky
  • Show Website
    Wisdom, Wealth, and Wellness