Wisdom, Wealth, and Wellness

Jonathan Satovsky
  • 5.0 (8)
  • SELF-IMPROVEMENT
  • UPDATED BIWEEKLY
Wisdom, Wealth, and Wellness

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 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
  2. 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
  3. 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
  4. BONUS CONTENT: Greg Harden: A Peak Performance Coach on Wisdom, Wealth and Wellness

    10/23/2024

    BONUS CONTENT: Greg Harden: A Peak Performance Coach on Wisdom, Wealth and Wellness

    In this Bonus episode, host Jonathan Satovsky speaks with Greg Harden, M.S.W., a peak performance coach, motivational speaker, and executive consultant. Greg is best known for his work with 7-time Super Bowl champion quarterback Tom Brady, Heisman Trophy winner and Super Bowl MVP Desmond Howard, and 23-time Olympic gold medalist Michael Phelps. #michiganfootball Greg speaks about overcoming unconscious patterns from childhood trauma and outdated programming. Hardin emphasizes the importance of reframing past memories to improve self-perception and behavior in adulthood. He also discusses the need to let go of past baggage and design a healthier self. Additionally, the conversation explores generational and cultural shifts in communication styles, stressing the importance of cross-generational understanding and valuing individual perspectives. This episode is part of a series focused on personal development and effective communication strategies. 📖 NYT best seller - Greg's book: "Stay Sane in an Insane World: How to Control the Controllables and Thrive": https://amzn.to/3qZxN2N Your host - Jonathan Satovsky: 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 SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. 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.

    8 min
  5. Dr. Joy Lere: Clinical Psychologist | Co-Founder at Shaping Wealth on Wisdom, Wealth and Wellness

    09/04/2024

    Dr. Joy Lere: Clinical Psychologist | Co-Founder at Shaping Wealth on Wisdom, Wealth and Wellness

    In this podcast episode, host Jonathan Satovsky, a financial advisor, engages with Dr. Joy Lere, a clinical psychologist, on the intricate relationship between psychology and personal finance. They delve into the importance of emotional intelligence in managing money and discuss strategies for preventing burnout among professionals in the financial sector. The conversation aims to provide listeners with insights into how psychological principles can be applied to achieve wealth and wellness. 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.

    34 min
  6. Ajay Gupta, principal of Robbins Gupta Holdings on Wisdom, Wealth and Wellness

    08/02/2024

    Ajay Gupta, principal of Robbins Gupta Holdings on Wisdom, Wealth and Wellness

    In this episode of "Wisdom, Wealth and Wellness," host Jonathan Satovsky interviews Ajay Gupta, principal of Robbins Gupta Holdings and former chief investment strategist at Creative Planning. Ajay shares his journey into the financial services industry, inspired by his father and Tony Robbins. He discusses building meaningful relationships with high-profile individuals like Deepak Chopra and Tony Robbins. Ajay emphasizes the importance of investing in experiences over material possessions and maintaining work-life balance. He also delves into alternative investments and the influence of his father. Ajay recommends Tony Robbins' "The Holy Grail of Investing" and invites listeners to connect via robbinsgupta.com. Hosted on Acast. See acast.com/privacy for more information.

    21 min
  7. David McWilliams - Economics and Stand-Up Comedy: A Match Made in Dalkey

    06/20/2024

    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.

    37 min

  8. 01/23/2024

    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.

    33 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
    18
  • Rating
    Clean
  • Copyright
    © Jonathan Satovsky
  • Show Website
    Wisdom, Wealth, and Wellness

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