Episodes
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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Greg speaks about overcoming unconscious patterns from childhood trauma and outdated programming.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/3qZxN2N
Your 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, DACFP
Satovsky Asset Management, LLC (SAM)
232 Madison Avenue, Suite 400
New York, NY 10016
Phone: 212.584.1900
https://www.satovsky.com
The 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.
Hosted on Acast. See acast.com/privacy for more information.
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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, DACFP
Satovsky Asset Management, LLC (SAM)
232 Madison Avenue, Suite 400
New York, NY 10016
Phone: 212.584.1900
https://www.satovsky.com
The 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.
Hosted on Acast. See acast.com/privacy for more information.
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Missing episodes?
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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 Management
You can watch the full interview on YouTube
Hosted on Acast. See acast.com/privacy for more information.
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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 tip
Never go broke: The 2% Rule
Financial advisor responds to 2% Rule
Topics & 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) Mentorship
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 SAM.
Connect - Michael Sonnenfeldt:
sonnenfeldt.com
tiger21.com
X: @mwsonnenfeldt
LinkedIn
Book: Think Bigger
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
Satovsky Asset Management: satovsky.com
Blog
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.
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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 team
Timestamps:
(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 sports
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 - Ryan Nece:
Next Play Capital
Ryan Nece Foundation
LinkedIn
IG @ryannece
X @ryannece
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
Satovsky Asset Management: satovsky.com
Blog
X @jonsatovsky
IG @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.
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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_6HXrRe80
Conflict on the set of "Mad Men": https://youtube.com/shorts/5yyGKSPaH2Y
Embarrassing early performances: https://www.youtube.com/shorts/5j86X4u_XmU
Will AI Replace Human Writers?: https://youtu.be/eQN_fA3EnkY
Timestamps:
(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 newspaper
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.
John Slattery:
IMDB
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
Satovsky Asset Management: satovsky.com
Free audiobook
Blog
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.
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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) Intuition
Links:
Women get 2% of VC funding: pitchbook.com
First Round Capital- 10 Years Study
IBM study: Women in Leadership
Guest: Lorine Pendleton:
lorinependleton.com
portfolia.co
X: @lorinependleton
LinkedIn
Host: Jonathan Satovsky:
Podcast: satovsky.com/podcast
satovsky.com
Free audiobook
Blog
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.
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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 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 purpose
Entrepreneurs Need This. "Follow Your Natural Drift."
Netflix vs. Sleep! Attention Economy
Timestamps:
(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.page
LinkedIn
Podcast
Axuall
X: @sternJefe
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
Satovsky Asset Management: satovsky.com
Free audiobook
Blog
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.
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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 Stocks
Joel 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 Read
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 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 Funds
LinkedIn
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
Satovsky Asset Management: satovsky.com
Free audiobook
Blog
X @jonsatovsky
IG @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.
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"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-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/@SatovskyAssetManagement
Mistake: What Your Financial Advisor Should Tell You
Salary Doesn't Matter for Happiness
Is AI Bad for Humanity? Dan Ariely's Chatbot
Timestamps:
1:24 Importance of understanding human decision-making
3:57 Behavioral economics
6:15 How emotions play a role in decision-making
9:04 Challenges of making rational decisions
11:45 Impact of AI on decision-making
15:10 Role of empathy in decision-making
21:14 Misconception of risk attitude in finance
24:02 True responsibility of financial advisors
26:21 “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/
LinkedIn
X: @danariely
Book: "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.com
Free audiobook
Blog
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.
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“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 Brady
Greg Harden: Give 100% All of the Time
What Makes Michael Phelps and Tom Brady Different
Bonus Clips:
Get Rid of Old Programming and Overcome Trauma
How To Manage Different Generations
Timestamps:
0:12 Developing student-athletes, leadership
1:20 Tom Brady's initial struggles and transformation
14:05 Emphasis on training beyond athletics
14:47 Individualized training
15:20 Harnessing talent early
18:35 Influence of personal development on sports
19:23 Leaders in sports and their backgrounds
26:44 Teams vs. groups in organizations
30:23 Tom Brady's journey of self-belief
33:27 Break down communication
Connect with Greg Harden:
NYT best seller: "Stay Sane in an Insane World: How to Control the Controllables and Thrive"
Website
X: @RealGregHarden
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.com
Free audiobook
Blog
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.
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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 still
6:10 How TM works (no book, no guided meditation)
9:30 Internal locus of control
14:20 Forget what others think
18:25 "Within five years, meditation is going to be part of the culture in the businesses and schools" - Bob Roth
20:16 More schools are offering mindfulness and meditation and TM
20:40 Helicopter parents
24:20 Meditation can make you a better investor (patience)
26:40 Find your local TM center
31:40 Everyone is dealing with change
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 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/meditationbob
Instagram: https://www.instagram.com/meditationbob
Twitter: https://twitter.com/meditationbob
Connect 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/jonsatovsky
Instagram: https://www.instagram.com/jonsatovsky/
LinkedIn: https://www.linkedin.com/in/satovsky/
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.
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Will Travis is the CEO of Elevation Barn, a company he co-founded in 2017 to address the confidence crisis of leadership. From investors to bullfighters, this personal brand-building retreat platform unites diverse industry leaders to gain a deeper confidence in their personal, business and social impact strategies. Will's track record includes elevating brands like Coca Cola, Nike, and Netflix. Today, Will draws on his storytelling acumen to craft an innovative approach to leadership retreats. Think of The Barn as a product launch for people. We talked about how to tackle self-doubt and harness the power of empathy, respect, and diversity to transform lives and leaders. Fun fact: Will's father was the real life Willy Wonka.
YouTube clips:
How do you control fear? (Bullfighter story)
Son of Willy Wonka: "My role model was in my head"
Timestamps:
(2:19) What is Elevation Barn?
(4:35) The "Sort Your Sh*t Out Weekend"
(5:10) What brings you joy?
(12:35) I failed all my exams
(13:55) Commit first, then work it out
(14:30) Back surgery and climbing Vinson Massif in Antarctica for six months
(16:45) Major transformations (elevations) ... You're asking for someone to give the you the reason why not
(17:21) Dive boat story- "Who's the a-hole on this boat?"
(23:00) Rodeo bullfighter
(26:50) My father died when I was 6 months old, the real Willy Wonka (William Anderson Short)
(29:00) Real role models
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 - Will Travis:
Website: willtravis.com
Instagram: @will_anderson_travis | @elevationbarn
elevationbarn.com/
Podcast: elevationbarn.buzzsprout.com
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
YouTube Clips
Satovsky Asset Management: satovsky.com
X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn: Satovsky
Free audiobook: satovsky.com/free-audiobook-download
Disclaimer
Hosted on Acast. See acast.com/privacy for more information.
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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 behavioral biases and blindspots.
Subscribe free wherever you listen: satovsky.com/podcast
Video clips: youtube.com/@SatovskyAssetManagement
Connect with Jonathan:
YouTube | LinkedIn | Twitter | Instagram | Blog | Book a Consultation
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