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, DACFPSatovsky Asset Management, LLC (SAM)232 Madison Avenue, Suite 400New York, NY 10016Phone: 212.584.1900https://www.satovsky.comThe 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.

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 #michiganfootball Greg speaks about overcoming unconscious patterns from childhood trauma and outdated programming.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/3qZxN2NYour 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, DACFPSatovsky Asset Management, LLC (SAM)232 Madison Avenue, Suite 400New York, NY 10016Phone: 212.584.1900https://www.satovsky.comThe 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.

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, DACFPSatovsky Asset Management, LLC (SAM)232 Madison Avenue, Suite 400New York, NY 10016Phone: 212.584.1900https://www.satovsky.comThe 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.

In 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.com.

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 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 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 Satovsky Asset ManagementYou can watch the full interview on YouTube

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

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

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.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(3:08) College radio deejays(4:01) Mentor: Londell McMillan, entertainment attorney for Prince and Stevie Wonder(9:45) mp3 and tech(13:30) Mentors / sponsors(16:33) Funding gap for women(19:15) Investing process(22:20) Lessons from a failed investment(24:10) IntuitionLinks:Women get 2% of VC funding: pitchbook.comFirst Round Capital- 10 Years StudyIBM study: Women in LeadershipGuest: Lorine Pendleton:lorinependleton.comportfolia.coX: @lorinependletonLinkedInHost: Jonathan Satovsky:Podcast: satovsky.com/podcastsatovsky.comFree audiobookBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer