Wisdom, Wealth, and Wellness

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 conversation highlights how music, atmosphere, and shared rituals create a sense of belonging, offering lessons on building lasting relationships and brand loyalty that apply across industries.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: https://satovsky.com/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 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 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

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 quality of life for aging loved ones. 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: https://satovsky.com/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 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, 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 intentionally. The conversation offers actionable advice for overcoming adversity, redefining success, and pursuing a meaningful life, encouraging listeners to reflect on their unique mission and legacy in today’s complex world.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: https://satovsky.com/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 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 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 nonprofit.The conversation highlights the organization’s advocacy, innovative tools, and the importance of community involvement, offering hope and practical guidance for those affected by addiction.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: https://satovsky.com/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 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 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 discipline, and offers advice on nurturing spiritual and emotional health. The conversation highlights the value of contributing to others and provides accessible resources for anyone seeking deeper meaning and balance in modern life.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: https://satovsky.com/podcastSatovsky Asset Management: satovsky.comFinDash.aiX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyJonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFPSatovsky Asset Management, LLC 149 Spring Street, 4th FloorNew York, NY 10012Phone: 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 Lisa Lahey, an expert on organizational change and leadership. They explore why change is difficult, even when the need and steps are clear, highlighting the “immunity to change” model. Ms. Lahey explains that willpower alone is often insufficient, as hidden beliefs and internal resistance play a major role. The conversation covers adaptive versus technical challenges, the importance of emotional engagement, and how leaders can create a deliberately developmental culture to support lasting change. Practical insights are shared for individuals and organizations seeking meaningful, sustainable transformation. Satovsky.com

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.comConnect - Jonathan Satovsky:Podcast: satovsky.com/podcastYouTube ClipsSatovsky Asset Management: satovsky.comX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: Satovsky"Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277X

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 05/13/2025Connect - Jonathan Satovsky:Podcast: satovsky.com/podcastYouTube ClipsSatovsky Asset Management: satovsky.comX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: Satovsky"Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277XDisclaimer