Wisdom, Wealth, and Wellness Jonathan Satovsky
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- Education
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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.
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David McWilliams - Economics and Stand-Up Comedy: A Match Made in Dalkey
In this episode of "Wisdom, Wealth, and Wellness," I engage with renowned economist David McWilliams, co-founder of the Dalkey Book Festival. We discuss the festival's creation, celebrity support, and its significant community impact. McWilliams also shares insights on global economic issues like poor economic management on cultures, demographic challenges in Africa, the complexities of migration, and Brexit. He highlights his approach to making economics accessible and engaging through storytelling and humor. A stand-up economist?
Your host:
For over 25 years, Jonathan has started with a simple question – How can I help? His life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. Jonathan has grown a loyal and committed clientele of family-based, multi-generational relationships. He serves as CEO and Chief Behavioral Coach of Satovsky Asset Management
You can watch the full interview on YouTube
Hosted on Acast. See acast.com/privacy for more information. -
Michael Sonnenfeldt — Creating and Preserving Wealth, TIGER 21, and Climate Action
Michael Sonnenfeldt is the Founder & Chairman of TIGER 21, the premier peer membership organization for UHNWI and high-net-worth wealth creators and preservers. He is a serial entrepreneur, philanthropist, political thought leader, and the author of Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs.
Watch clips:
Feel insecure? Buddhist tip
Never go broke: The 2% Rule
Financial advisor responds to 2% Rule
Topics & Timestamps:
(0:01) Announcement. Book a call with a financial advisor at satovsky.com or call 212-584-1900
(2:33) TIGER 21's purpose
(7:00) Prism metaphor (after liquidity event)
(9:10) Children inheriting significant or vast wealth
(10:35) TIGER 21 members' collective net worth passed $150 billion, 1300 members
(11:05) The 2% Rule
(13:33) American Dream
(17:11) MUUS CLIMATE PARTNERS
(20:57) Enough-ness
(23:39) Exponential nature of climate change
(27:03) Meditation, therapy
(29:00) Mentorship
Your host:
For over 25 years, Jonathan has started with a simple question – How can I help? His life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. Jonathan has grown a loyal and committed clientele of family-based, multi-generational relationships. He serves as CEO and Chief Behavioral Coach of SAM.
Connect - Michael Sonnenfeldt:
sonnenfeldt.com
tiger21.com
X: @mwsonnenfeldt
LinkedIn
Book: Think Bigger
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
Satovsky Asset Management: satovsky.com
Blog
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information. -
Ryan Nece — Next Play Mindset: Super Bowl to Venture Capital
Ryan Nece, a former NFL linebacker turned venture capitalist, discusses his transition from sports to business and common challenges for retired athletes. We explore the importance of teamwork, resilience, and the "next play mindset." Ryan shares stories about his family, emphasizing empathy and inclusivity taught by his mother and the guidance from his father, Pro Football Hall of Fame safety Ronnie Lott.
Video clips:
The people in your huddle
"A giving hand is never empty"
“The game was like a drug”
Picked last for the team
Timestamps:
(03:00) Sports mindset in life and business (VC and charity)
(06:00) Pick the kid who gets picked last (Ryan’s greatest lesson - mother)
(12:00) Athlete career transition challenges
(15:00) Chasing significance after sports
(18:00) "Get by giving"
(20:00) Next Play's investment opportunities
(25:30) Who’s in your huddle? (Failure - Detroit Lions)
(28:30) Loving negative feedback (carefrontational)
(32:00) “The game was like a drug” - life after pro sports
Your host:
For over 25 years, Jonathan has started with a simple question – How can I help? 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 SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.
Connect - Ryan Nece:
Next Play Capital
Ryan Nece Foundation
LinkedIn
IG @ryannece
X @ryannece
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
Satovsky Asset Management: satovsky.com
Blog
X @jonsatovsky
IG @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information. -
John Slattery — Reflections on “Mad Men”, Show Business, and Keeping Out of Whiskers
John Slattery is a critically acclaimed actor, director, and producer, widely recognized for his unforgettable portrayal of Roger Sterling in the series “Mad Men”. With a successful career spanning decades, John's versatile talent has garnered him prestigious accolades, including a SAG Award and four Emmy nominations.
Jon Satovsky delves into Slattery's career, changes in the entertainment industry, and the impact of AI. Plus, the financial instability many actors face. Hear about John's latest film starring Jon Hamm and Tina Fey, "Maggie Moores", his experience as a director, and how fatherhood has influenced his perspective on the industry.
Watch clips:
"I was terrible." Slattery's 1st Audition: https://youtu.be/0n_6HXrRe80
Conflict on the set of "Mad Men": https://youtube.com/shorts/5yyGKSPaH2Y
Embarrassing early performances: https://www.youtube.com/shorts/5j86X4u_XmU
Will AI Replace Human Writers?: https://youtu.be/eQN_fA3EnkY
Timestamps:
(2:19) Changes in show business
(5:22) Impact of AI in entertainment
(7:57) Success of “Mad Men”
(10:59) Challenges of being a working actor
(11:41) Keeping out of whiskers - the challenges of financial stability in the entertainment industry
(14:55) Navigating ups and downs of show business career
(23:46) Directing vs acting
(24:41) Raising a child in the industry
(28:27) Reading the newspaper
Your host:
For over 25 years, Jonathan has started with a simple question – How can I help? 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 SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.
John Slattery:
IMDB
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
Satovsky Asset Management: satovsky.com
Free audiobook
Blog
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information. -
Lorine Pendleton — From Entertainment Law to Financial Powerhouse VC
From Prince's law firm to the world of venture capital: hear Lorine Pendleton's unique career trajectory and impact on the startup ecosystem. She was named by Marie Claire as one of the “Most 50 Connected Women in America" and by Business Insider as one of the “22 Female Angel Investors Every Startup Founder Should Know.” Lorine is the NY Chair at TIGER 21.
Watch clips:
What a Top VC Looks forTrillions Lost to U.S. Economy!"Is this a hoax?"2 Ways TIGER 21 Members Generate Wealth
Timestamps:
(2:00) Lack of funding for black founders
(3:08) College radio deejays
(4:01) Mentor: Londell McMillan, entertainment attorney for Prince and Stevie Wonder
(9:45) mp3 and tech
(13:30) Mentors / sponsors
(16:33) Funding gap for women
(19:15) Investing process
(22:20) Lessons from a failed investment
(24:10) Intuition
Links:
Women get 2% of VC funding: pitchbook.com
First Round Capital- 10 Years Study
IBM study: Women in Leadership
Guest: Lorine Pendleton:
lorinependleton.com
portfolia.co
X: @lorinependleton
LinkedIn
Host: Jonathan Satovsky:
Podcast: satovsky.com/podcast
satovsky.com
Free audiobook
Blog
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information. -
Jeffrey Stern — Humility and Obsession Fuel Entrepreneurial Success
Learning what is true should always take precedence over being right. Jeffrey Stern is co-founder of Axuall, a healthcare workforce intelligence startup with $41 million in funding.
Topics:
Unknown unknownsAxuall: automating verification process for healthcare professionals"Move fast and break things" tech cultureBeing a flâneur, biomimicry, and investment strategies
Watch clips:
How Do You Minimize Startup Failure?
Walking without purpose
Entrepreneurs Need This. "Follow Your Natural Drift."
Netflix vs. Sleep! Attention Economy
Timestamps:
(5:24) The problem Axuall is trying to solve in healthcare
(12:06) Natural drift and passion. Charlie Munger, Steve Jobs, Paul Graham.
(12:58) Ideas from within vs without
(15:00) Move fast and break things vs. going slow to go fast
(23:20) Flâneuring
(25:26) Biomimicry
(29:49) Investing frameworks and power law risk return profiles (Munger)
Your host:
For over 25 years, Jonathan has started with a simple question – How can I help? 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 SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.
Connect - Jeffrey Stern:
jeffreys.page
LinkedIn
Podcast
Axuall
X: @sternJefe
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
Satovsky Asset Management: satovsky.com
Free audiobook
Blog
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.