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.
In this episode of Wisdom, Wealth and Wellness, Jonathan Satovsky speaks with Nicholas Janni, author of "Leading in Chaos" and professor at IMD and Oxford. Nicholas explores why purely rational leadership fails in today's turbulent world, arguing that true effectiveness requires emotional awareness, embodied presence, and slowing down. He discusses how chronic busyness masks unprocessed emotions and intergenerational trauma, and ho...
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, an...
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 conver...
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 ...
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 qual...
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 inte...
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 nonpro...
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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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.
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