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Wisdom, Wealth, and Wellness

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 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.

Play
  • 20 episodes
  • monthly
  • Avg 34 min
  • English
  • S4 · E1
    March 5 · 1 hr 4 min

    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.

  • Aug 8, 2025 · 29 min

    Jonathan Satovsky interviews Karen Faith Gordon

    In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky welcomes clinical gerontologist Karen Faith Gordon to discuss healthy aging, emotional wellness, and navigating life transitions. Karen shares her holistic approach, integrating mindfulness, compassion, and cognitive behavioral therapy, to support individuals and families through aging and caregiving challenges. The conversation explores the importance of community, deep listening, and aligning decisions with personal values. Karen offers practical tips for self-care, presence, and cultivating compassion. Listeners gain insights into fostering resilience, connection, and purpose at every stage of life. satovsky.com Connect - Jonathan Satovsky: Podcast: satovsky.com/podcast YouTube Clips Satovsky Asset Management: satovsky.com X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky "Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277X Hosted on Acast. See acast.com/privacy for more information.

  • S3 · E1
    Jun 11, 2025 · 34 min

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

    In this episode of Wisdom, Wealth, and Wellness , Jonathan Satovsky is joined by Jennifer Wines—author of Invisible Wealth , founder of Invisible Wealth Consulting, and a former private wealth advisor at Goldman Sachs, JP Morgan, and Fidelity. Jennifer shares her journey from advising high-net-worth clients to redefining what true wealth means. Recorded 05/13/2025 Connect - Jonathan Satovsky: Podcast: satovsky.com/podcast YouTube Clips Satovsky Asset Management: satovsky.com X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky "Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277X Disclaimer Hosted on Acast. See acast.com/privacy for more information.

  • S2 · E4
    Apr 9, 2025 · 31 min

    Jonathan Satovsky - Eduardo Repetto, PhD Interview

    In this episode of "Seeking Wisdom, Wealth, and Wellness," host Jonathan Satovsky converses with Eduardo Repetto, Chief Investment Officer and co-founder of Avantis Investors. Eduardo shares his transition from aeronautical engineering to finance, emphasizing the importance of understanding valuations and behavioral finance. They discuss investment principles, the significance of buying undervalued companies, and the challenges of investor behavior. Eduardo highlights the role of financial advisors in guiding clients through complex decisions and stresses the need for diversification to mitigate risks. Recorded 11/13/2023 Connect - Jonathan Satovsky: Podcast: satovsky.com/podcast YouTube Clips Satovsky Asset Management: satovsky.com X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky "Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277X Disclaimer Hosted on Acast. See acast.com/privacy for more information.

  • S2 · E7
    Mar 5, 2025 · 33 min

    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.

  • S2 · E6
    Jan 8, 2025 · 35 min

    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.

  • S2 · E5
    Nov 5, 2024 · 35 min

    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.

  • S2 · E4
    Oct 23, 2024 · 7 min

    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.

  • S2 · E3
    Sep 4, 2024 · 34 min

    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.

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