PODCAST · education
Wisdom, Wealth, and Wellness
by Jonathan Satovsky
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 <a href="https://www.satovsky.com" rel="noopener noreferrer" target="_bl
-
30
Jonathan Satovsky speaks with Chip Conley
In this episode of Wisdom, Wealth and Wellness, host Jonathan Satovsky speaks with Chip Conley, founder of Joie de Vivre Hotels, Head of Global Hospitality at Airbnb and founder of the Modern Elder Academy. Chip shares his personal midlife journey, including a near-death experience that prompted deep reflection on purpose and fulfillment. They explore the concept of the "modern elder," the importance of midlife wisdom education, and how shifting from accumulation to intentional editing can transform the second half of life. The conversation also covers the relationship between wealth and wisdom, the role of environment in personal transformation, and practical habits for navigating midlife transitions with clarity and intention.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 Satovsky, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect - Jonathan Satovsky:Podcast: https://satovsky.com/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 212.584.1900https://www.satovsky.comThe 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.
-
29
Jonathan Satovsky interviews Tommy Tardie, creator of New York’s Flatiron Room
In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky interviews hospitality visionary Tommy Tardie, creator of New York’s Flatiron Room. They discuss Tommy’s journey from advertising to crafting soulful, timeless venues that foster genuine connection and community. Tommy shares insights on the importance of storytelling, attention to detail, and his innovative bottle key program for customer loyalty. The conversation highlights how music, atmosphere, and shared rituals create a sense of belonging, offering lessons on building lasting relationships and brand loyalty that apply across industries.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/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 212.584.1900https://www.satovsky.comThe 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.
-
28
Jonathan Satovsky Interviews Brian Whetten
In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky and guest Brian Whetten explore the challenges of authentic leadership, parenting, and wealth management. They discuss how to empower others without fostering entitlement, the psychological impact of abundance, and the importance of purpose beyond material success. Drawing on personal stories and practical frameworks, they examine how fear, stress, and unmet needs shape behavior, and offer insights on fostering resilience, setting boundaries, and leading with integrity, encouraging listeners to cultivate meaning, self-awareness, and genuine connection in both family and professional life.satovsky.com Hosted on Acast. See acast.com/privacy for more information.
-
27
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/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 212.584.1900https://www.satovsky.comThe 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.
-
26
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/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 212.584.1900https://www.satovsky.comThe 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.
-
25
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/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 212.584.1900https://www.satovsky.comThe 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.
-
24
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/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 212.584.1900https://www.satovsky.comThe 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.
-
23
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.
-
22
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.comConnect - Jonathan Satovsky:Podcast: satovsky.com/podcastYouTube ClipsSatovsky Asset Management: satovsky.comX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: 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.
-
21
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 05/13/2025Connect - Jonathan Satovsky:Podcast: satovsky.com/podcastYouTube ClipsSatovsky Asset Management: satovsky.comX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: Satovsky"Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277XDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
20
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 11/13/2023Connect - Jonathan Satovsky:Podcast: satovsky.com/podcastYouTube ClipsSatovsky Asset Management: satovsky.comX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: Satovsky"Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277XDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
19
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.
-
18
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.
-
17
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, DACFPSatovsky Asset Management, LLC (SAM)232 Madison Avenue, Suite 400New York, NY 10016Phone: 212.584.1900https://www.satovsky.comThe 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.
-
16
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/3qZxN2NYour 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, DACFPSatovsky Asset Management, LLC (SAM)232 Madison Avenue, Suite 400New York, NY 10016Phone: 212.584.1900https://www.satovsky.comThe 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.
-
15
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, DACFPSatovsky Asset Management, LLC (SAM)232 Madison Avenue, Suite 400New York, NY 10016Phone: 212.584.1900https://www.satovsky.comThe 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.
-
14
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.
-
13
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 ManagementYou can watch the full interview on YouTube Hosted on Acast. See acast.com/privacy for more information.
-
12
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 tipNever go broke: The 2% RuleFinancial advisor responds to 2% RuleTopics & 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) MentorshipYour 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.comtiger21.comX: @mwsonnenfeldtLinkedInBook: Think BiggerConnect - Jonathan Satovsky:Podcast: satovsky.com/podcastSatovsky Asset Management: satovsky.comBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
11
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 teamTimestamps:(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 sportsYour 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 CapitalRyan Nece FoundationLinkedInIG @ryanneceX @ryanneceConnect - Jonathan Satovsky:Podcast: satovsky.com/podcastSatovsky Asset Management: satovsky.comBlogX @jonsatovskyIG @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
10
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_6HXrRe80Conflict on the set of "Mad Men": https://youtube.com/shorts/5yyGKSPaH2YEmbarrassing early performances: https://www.youtube.com/shorts/5j86X4u_XmUWill AI Replace Human Writers?: https://youtu.be/eQN_fA3EnkYTimestamps:(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 newspaperYour 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:IMDBConnect - Jonathan Satovsky:Podcast: satovsky.com/podcastSatovsky Asset Management: satovsky.comFree audiobookBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
9
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 WealthTimestamps:(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) IntuitionLinks:Women get 2% of VC funding: pitchbook.comFirst Round Capital- 10 Years StudyIBM study: Women in LeadershipGuest: Lorine Pendleton:lorinependleton.comportfolia.coX: @lorinependletonLinkedInHost: Jonathan Satovsky:Podcast: satovsky.com/podcastsatovsky.comFree audiobookBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
8
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 strategiesWatch clips:How Do You Minimize Startup Failure?Walking without purposeEntrepreneurs Need This. "Follow Your Natural Drift."Netflix vs. Sleep! Attention EconomyTimestamps:(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.pageLinkedInPodcastAxuallX: @sternJefeConnect - Jonathan Satovsky:Podcast: satovsky.com/podcastSatovsky Asset Management: satovsky.comFree audiobookBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
7
Joel Greenblatt — Beyond the Index: Emotions, Behavior, and Investing Success
Joel Greenblatt is a preeminent investor, author, and educator, best known as the founder of Gotham Capital, an investment firm that achieved remarkable returns for over two decades. He's written highly acclaimed books such as “The Little Book that Beats the Market” and “You Can Be a Stock Market Genius.” Joel co-founded the Value Investing Program at Columbia Business School.Topics:Strategies behind Joel's enviable track recordInterplay between quantitative and qualitative methodsAge-old debate between active and passiveWatch clips:How Joel Greenblatt Picks StocksJoel Greenblatt's Easiest Investment: Rich Pzena Story"Market was down 10%; we were up 115%"Should you index or actively invest?Timestamps:(2:00) Joel's pivotal books(5:30) Investor behavior(8:00) Behavioral pitfalls, S&P 500(9:30) Patience(14:00) Stock picking(15:30) Margin of safety(17:00) Active investing vs indexing(20:30) Long-short strategy(23:30) Valuations(28:00) Book recs: 17 Books That Every Investor Should ReadYour 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 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 - Joel Greenblatt:“The Little Book that Still Beats the Market”Gotham FundsLinkedInConnect - Jonathan Satovsky:Podcast: satovsky.com/podcastSatovsky Asset Management: satovsky.comFree audiobookBlogX @jonsatovskyIG @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
6
Dan Ariely — $100 Million Saved: Emotion-Proof Your Decisions
"I probably owe Dan a lot of money... because he has been directly influential to saving my people in my ecosystem at least a hundred million dollars." -JonDan Ariely is an Israeli-American professor of psychology and behavioral economics at Duke University. He is a best-selling author and TED speaker, known for his work in irrational decision-making and social norms.We delve into the fascinating world of human decision-making:Critical role of emotions in our choices, challenges of achieving true rationalityImpact of AI on decision-makingChallenge conventional notion of risk attitude in financeWhy splurge on coffee for employeesVideo clips: youtube.com/@SatovskyAssetManagementMistake: What Your Financial Advisor Should Tell YouSalary Doesn't Matter for HappinessIs AI Bad for Humanity? Dan Ariely's ChatbotTimestamps:1:24 Importance of understanding human decision-making3:57 Behavioral economics6:15 How emotions play a role in decision-making9:04 Challenges of making rational decisions11:45 Impact of AI on decision-making15:10 Role of empathy in decision-making21:14 Misconception of risk attitude in finance24:02 True responsibility of financial advisors26:21 “I think what we need to do is not to eliminate emotions, but look at every decision context."36:31 “You as my financial advisor should look at my financial situation, and tell me what my risk attitude should be. You shouldn't change my portfolio to fit my feelings."Connect with Dan Ariely:Website: danariely.com/LinkedInX: @danarielyBook: "Misbelief"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: satovsky.com/podcast/Satovsky Asset Management: satovsky.comFree audiobookBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
5
Greg Harden — Tom Brady's Mentor on Mastering Your Performance
“Greg Harden has and will always be one of the most influential people in my life.” -Tom Brady. Greg Harden, M.S.W., is a legendary 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.Greg Harden shares how to become the world's greatest expert on one subject: yourself. Practice, train, and rehearse. Give 100% at everything you do.Clips (YouTube):What Greg Harden Asked 19-Year Old Tom BradyGreg Harden: Give 100% All of the TimeWhat Makes Michael Phelps and Tom Brady DifferentBonus Clips:Get Rid of Old Programming and Overcome TraumaHow To Manage Different GenerationsTimestamps:0:12 Developing student-athletes, leadership1:20 Tom Brady's initial struggles and transformation14:05 Emphasis on training beyond athletics14:47 Individualized training15:20 Harnessing talent early18:35 Influence of personal development on sports19:23 Leaders in sports and their backgrounds26:44 Teams vs. groups in organizations30:23 Tom Brady's journey of self-belief33:27 Break down communicationConnect with Greg Harden:NYT best seller: "Stay Sane in an Insane World: How to Control the Controllables and Thrive"WebsiteX: @RealGregHardenYour 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: satovsky.com/podcast/Satovsky Asset Management: satovsky.comFree audiobookBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
4
Bob Roth — Transcendental Meditation and Being Over Doing
You don’t have to believe in gravity for it to happen around you everyday. Transcendental Meditation dates back millennia before religion. It has been passed from teacher to student in an oral tradition for thousands of years.As CEO of the David Lynch Foundation, Bob Roth has helped bring Transcendental Meditation (TM) to more than one million students. His students include numerous celebrities like Tom Hanks, Oprah Winfrey, Hugh Jackman, Martin Scorsese, Katy Perry, Russell Brand, and others. Bob has spoken about the “science of meditation" to industry leaders at such gatherings as Google Zeitgeist, Aspen Ideas Festival, Global Wellness Summit, and CURA's Unite To Cure at The Vatican.In this episode, I talked with Bob about the true meaning of mindfulness and how it can improve our lives.Timestamps:3:00 Why it's hard to sit still6:10 How TM works (no book, no guided meditation)9:30 Internal locus of control14:20 Forget what others think18:25 "Within five years, meditation is going to be part of the culture in the businesses and schools" - Bob Roth20:16 More schools are offering mindfulness and meditation and TM 20:40 Helicopter parents24:20 Meditation can make you a better investor (patience)26:40 Find your local TM center31:40 Everyone is dealing with changeYour 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 SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect with Bob Roth:TM: https://www.tm.org/Website: https://meditationbob.com/Linktree: https://linktr.ee/meditationbobInstagram: https://www.instagram.com/meditationbobTwitter: https://twitter.com/meditationbobConnect with Jonathan Satovsky:Wisdom, Wealth, and Wellness PODCAST: https://www.satovsky.com/podcast/Free audiobook download: https://www.satovsky.com/free-audiobook-download/Satovsky Asset Management BLOG: https://www.satovsky.com/blog/Twitter: https://twitter.com/jonsatovskyInstagram: https://www.instagram.com/jonsatovsky/LinkedIn: https://www.linkedin.com/in/satovsky/Disclaimer Hosted on Acast. See acast.com/privacy for more information.
-
3
Will Travis — Igniting Human Potential (Elevation Barn)
Will Travis is the CEO of Elevation Barn, a company he co-founded in 2017 to address the confidence crisis of leadership. From investors to bullfighters, this personal brand-building retreat platform unites diverse industry leaders to gain a deeper confidence in their personal, business and social impact strategies. Will's track record includes elevating brands like Coca Cola, Nike, and Netflix. Today, Will draws on his storytelling acumen to craft an innovative approach to leadership retreats. Think of The Barn as a product launch for people. We talked about how to tackle self-doubt and harness the power of empathy, respect, and diversity to transform lives and leaders. Fun fact: Will's father was the real life Willy Wonka.YouTube clips:How do you control fear? (Bullfighter story)Son of Willy Wonka: "My role model was in my head"Timestamps:(2:19) What is Elevation Barn?(4:35) The "Sort Your Sh*t Out Weekend"(5:10) What brings you joy?(12:35) I failed all my exams(13:55) Commit first, then work it out(14:30) Back surgery and climbing Vinson Massif in Antarctica for six months(16:45) Major transformations (elevations) ... You're asking for someone to give the you the reason why not(17:21) Dive boat story- "Who's the a-hole on this boat?"(23:00) Rodeo bullfighter(26:50) My father died when I was 6 months old, the real Willy Wonka (William Anderson Short)(29:00) Real role modelsYour 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 - Will Travis:Website: willtravis.comInstagram: @will_anderson_travis | @elevationbarnelevationbarn.com/Podcast: elevationbarn.buzzsprout.comConnect - Jonathan Satovsky:Podcast: satovsky.com/podcastYouTube ClipsSatovsky Asset Management: satovsky.comX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyFree audiobook: satovsky.com/free-audiobook-downloadDisclaimer Hosted on Acast. See acast.com/privacy for more information.
-
2
Trailer
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 behavioral biases and blindspots.Subscribe free wherever you listen: satovsky.com/podcastVideo clips: youtube.com/@SatovskyAssetManagementConnect with Jonathan:YouTube | LinkedIn | Twitter | Instagram | Blog | Book a Consultation Hosted on Acast. See acast.com/privacy for more information.
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
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 <a href="https://www.satovsky.com" rel="noopener noreferrer" target="_bl
HOSTED BY
Jonathan Satovsky
Loading similar podcasts...