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.
Episodes
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 discipli...
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 com...
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
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Podcast: satovsky.com/podcast
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 ...
Steve Sanduski engages with Jonathan Satovsky to explore the evolving landscape of financial advice.
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 fina...
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 t...
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 psychologi...
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 appr...
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:
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:
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, t...
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.
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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 unknowns
- Axuall: automating verification process for healthcare professionals
- "Move fast and break things" tech culture
- Being a flâneur, biomimicry, and investment strategies
Watch clips:
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 r...
"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." -Jon
Dan 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-mak...
“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 wo...
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