Shows
Wisdom, Wealth, and WellnessJonathan Satovsky interviews Karen Faith GordonIn 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...2025-08-0829 min
The Acquirer's Multiple®Weekly Investing Roundup – News, Podcasts, Interviews (07/11/2025)This week’s best investing news:
Mohnish Pabrai’s Session with SumZero (MP)
Jeremy Grantham: How to predict a stock market bubble (MI)
Fundsmith 2025 Semi Annual Letter to Shareholders (FS)
Jonathan Satovsky Interviews Joel Greenblatt (Satovsky)
Making the Most of Market Volatility (Verdad)
Ken Fisher – What Comes Next for US Stocks? (Fisher)
Ray Dalio on U.S. budget deficit: More than 50% chance of trauma if we don’t deal with this well (CNBC)
Bill Nygren Q2 2025 Market Commentary: Our bottom-up approach to a top-down...2025-07-1100 min
Wisdom, Wealth, and WellnessJennifer Wines - Author, Advisor, and Consultant - Invisible WealthIn 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: Av...2025-06-1134 min
hmTv at HMTC PodcastsEp 108: Habits of a Whole Heart with Arnie Herz and guest Jonathan Satovsky P2 on hmTvSend us a textEpisode 108: Habits of a Whole Heart with Arnie Herz and Jonathan Satovski (Part 2)In this compelling continuation of their conversation, host Arnie Herz welcomes back wealth advisor, author, and thought leader Jonathan Satovski for part two of Habits of a Whole Heart. Together, they explore the deeper meaning of true wealth—beyond dollars and cents—and how aligning your values with daily habits can create a life of freedom, purpose, and legacy.Jonathan shares insights on the "four types of capital"—financial, human, social, and spiritual—and why nurt...2025-05-2828 minhmTv at HMTC PodcastsEp 107: Habits of a Whole Heart with Arnie Herz and guest Jonathan Satovsky P1 on hmTvSend us a textEpisode 107: Habits of a Whole Heart with Arnie Herz and Guest Jonathan Satovsky (Part 1)In this enriching episode of Habits of a Whole Heart on hmTv, host Arnie Herz welcomes financial advisor, philosopher, and podcaster Jonathan Satovsky for a heartfelt conversation about building a truly fulfilling life. Drawing from his podcast Wisdom, Wealth, and Wellness, Jonathan explores the intersection of money, meaning, and mindfulness—and how giving, curiosity, and core values shape a life of abundance.Together, Arnie and Jonathan delve into:The roots of true we...2025-05-2827 min
Wisdom, Wealth, and WellnessJonathan Satovsky - Eduardo Repetto, PhD InterviewIn 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...2025-04-0931 min
Wisdom, Wealth, and WellnessJonathan 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 t...2025-03-0533 min
Wisdom, Wealth, and WellnessSteve 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...2025-01-0835 min
Wisdom, Wealth, and WellnessSallie Krawcheck: CEO of Ellevest talks Empowering Women in Finance on Wisdom, Wealth and WellnessIn 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...2024-11-0535 min
Wisdom, Wealth, and WellnessBONUS CONTENT: Greg Harden: A Peak Performance Coach on Wisdom, Wealth and WellnessIn 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...2024-10-2307 min
Wisdom, Wealth, and WellnessDr. Joy Lere: Clinical Psychologist | Co-Founder at Shaping Wealth on Wisdom, Wealth and WellnessIn 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 100162024-09-0434 min
Wisdom, Wealth, and WellnessAjay Gupta, principal of Robbins Gupta Holdings on Wisdom, Wealth and WellnessIn 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...2024-08-0221 min
Wisdom, Wealth, and WellnessDavid McWilliams - Economics and Stand-Up Comedy: A Match Made in DalkeyIn 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 t...2024-06-2036 min
Wisdom, Wealth, and WellnessMichael Sonnenfeldt — Creating and Preserving Wealth, TIGER 21, and Climate ActionMichael 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 (a...2024-01-2333 min
Lay of The Land#150: Jeffrey Stern on Entrepreneurship, Product Management, Investing, Passion & Ambition, the Race to the Bottom of Attention, Founding Insights, Flanuering and lots more (Wisdom, Wealth, and Wellness Podcast)Every 50th episode on Lay of The Land thus far, I’ve tried to honor the request I occasionally get, that from time to time, listeners would like to hear more of my own thoughts and flip the proverbial script from host to guest....On the 50th episode, I explored my own professional journey, the concept of startup ecosystems, and what it takes to get the entrepreneurial flywheel going…On the 100th episode, I reflected on what universal lessons I think we can take with us from Lay of The Land: what are the patterns and...2024-01-1838 minWisdom, Wealth, and WellnessRyan Nece — Next Play Mindset: Super Bowl to Venture CapitalRyan 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 teamTi...2024-01-0934 minWisdom, Wealth, and WellnessJohn Slattery — Reflections on “Mad Men”, Show Business, and Keeping Out of WhiskersJohn 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 indu...2023-12-2632 minWisdom, Wealth, and WellnessLorine Pendleton — From Entertainment Law to Financial Powerhouse VCFrom 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...2023-12-1230 minWisdom, Wealth, and WellnessJeffrey Stern — Humility and Obsession Fuel Entrepreneurial SuccessLearning 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 t...2023-11-2834 minWisdom, Wealth, and WellnessJoel Greenblatt — Beyond the Index: Emotions, Behavior, and Investing SuccessJoel 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 Investme...2023-11-1433 minWisdom, Wealth, and WellnessDan 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...2023-10-3139 min
Wisdom, Wealth, and Wellness 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 Hard...2023-10-1737 minWisdom, Wealth, and WellnessBob Roth — Transcendental Meditation and Being Over DoingYou 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, Aspe...2023-10-0333 minWisdom, Wealth, and WellnessWill 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...2023-09-1934 minWisdom, Wealth, and WellnessTrailerYour 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.2023-09-1501 min
Divorce for Wealthy WomenDeconstructing Divorce: Insights from a Certified Divorce Financial AnalystIntroduction
In this episode, we delve into the often-overlooked world of divorce and the crucial role of divorce professionals. Join us as Jonathan Satovsky, CEO and Chief Behavioral Coach of SAM, shares insights into his work with divorcing clients, focusing on supporting women through this challenging process.
1. The Importance of Attorneys in Divorce
Some people underestimate the role of attorneys in divorce proceedings.
Attorneys are vital because they have a deep understanding of the unique nuances within each state's divorce laws.
2. Guest Introduction: Jonathan Satovsky
Jonathan's impressive array of...2023-09-1215 min
Let Your Ears Be the Gateway to Knowledge With Full AudiobookYour Rich Life Audiobook by Jonathan SatovskyListen to this audiobook in full for free onhttps://hotaudiobook.com/freeID: 641898
Title: Your Rich Life
Author: Jonathan Satovsky
Narrator: Jonathan Satovsky
Format: Unabridged
Length: 01:41:49
Language: English
Release date: 10-14-22
Publisher: Authors Republic
Genres: Business & Economics, Personal Finance
Summary:
Most of us never reach our financial potential because we get in our own way, straying from careful long-term planning. In Your Rich Life, veteran assets manager and financial planner Jonathan Satovsky delivers frank talk on how to stay out of your own way and maximize lifetime returns as an investor.
Satovsky serves as a behavioral coach, bridging the gap...2022-10-141h 41
Listen To A Uplifting Full Audiobook On Your Commute.Your Rich Life by Jonathan SatovskyPlease visithttps://thebookvoice.com/podcasts/1/audiobook/641898to listen full audiobooks.
Title: Your Rich Life
Author: Jonathan Satovsky
Narrator: Jonathan Satovsky
Format: Unabridged Audiobook
Length: 1 hour 41 minutes
Release date: October 14, 2022
Genres: Accounting & Finance
Publisher's Summary:
Most of us never reach our financial potential because we get in our own way, straying from careful long-term planning. In Your Rich Life, veteran assets manager and financial planner Jonathan Satovsky delivers frank talk on how to stay out of your own way and maximize lifetime returns as an investor. Satovsky serves as a behavioral coach, bridging the gap between traditional financial planning and assets...2022-10-141h 41
LifeBloodMindful Money with Jonathan SatovskyLifeBlood: We talked about mindful about money, what that means, how to do it, and what the benefits could be, with Jonathan Satovsky, Founder and Chief Behavioral Coach with Satovsky Asset Management. Listen to learn the power of a simple breathing exercise!You can learn more about Jonathan at Satovsky.com, Twitter, Facebook and LinkedIn.Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well. You can learn more about us at LifeBlood.Live, Twitter, Link...2022-04-2521 min
Divorce DialoguesCreative Financial Planning in Divorce With Jonathan SatovskyIt is challenging to take the emotion out of discussions about money, especially in the divorce process. But if you can sit down and look at your finances objectively, it’s easier to make good decisions around who gets what and how to plan for the future.
Jonathan Satovsky is the CEO and Chief Behavioral Coach at Satovsky Asset Management, an investment management firm that promotes a mindful approach to multigenerational wealth. Prior to founding SAM in 2007, Jonathan spent 13-plus years at American Express Financial Advisors, and he holds the Certified Financial Planner, Certified Investment Management Analyst and Certified Private We...2021-09-2425 min
Igniting Souls Podcast with Kary OberbrunnerBe Inspired to Be the CEO of Your Own Future with Jonathan SatovskyJonathan Satovsky of Satovsky Asset Management is a relentless, ever-curious, down-to-earth entrepreneur who, in this episode, shares how those attributes have informed his life and company. Be inspired to be the CEO of your own future, with Jonathan Satovsky, on this episode of The Ignited Entrepreneur Series.
Learn more about Satovsky Asset Management here: www.satovsky.com
And check out Jonathan's book, Your Rich Life: A Human Approach to Investing and Building the Wealth of Your Dreams.2021-09-1422 min
Real Wealth Show: Real Estate Investing PodcastA Mindful Approach to Financial Planning & Multi-Generational WealthGetting 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. ...2021-08-1415 min
Money Mindset with Gull KhanMoney Mindset with Gull Khan | Episode 177 | Money Talkies with Jonathan Satovksy | How To Create a Life By Design to Have Unlimited AbundanceWelcome to Money Mindset with Gull Khan.
And welcome back to another episode of Money Talkies!
In today's episode we're speaking to Jonathan Satovsky, who is CEO and Chief Behavioural Coach of Satovsky Asset Management.
Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.
Prior to founding SAM in 2007, Jonathan served over 13 years at American Express Financial Advisors where he was recognized by the Chairman Advisory Council as one of the youngest top 10 advisors at the company.
Let's speak to Jonathan today to...2021-07-2839 min
Money Mindset with Gull KhanMoney Mindset with Gull Khan | Episode 175 | Friday Feature: Jonathan SatovskyToday we’re on another episode of our Friday Feature where we talk with astounding entrepreneurs and their success stories.
In today's episode we're speaking to Jonathan Satovsky, who is the CEO and Chief Behavioural Coach of Satovsky Asset Management.
Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.
Prior to founding SAM in 2007, Jonathan served over 13 years at American Express Financial Advisors where he was recognized by the Chairman Advisory Council as one of the youngest top 10 advisors at the company.
Let's speak to Jo...2021-07-2325 min
The Frame of Mind Coaching™ PodcastHow to raise a wealthy childIn this 34th episode of The Frame of Mind Coaching™ Podcast, Kim Ades and Jonathan Satovsky, Founder of Satovsky Asset Management, dive into emotional resilience, investment strategies for you and ways to teach your children positive spending and saving habits early on.2020-01-1431 min