Wisdom, Wealth, and Wellness

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

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

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

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

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

"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

“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

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