Wisdom, Wealth, and Wellness

Hosted by Jonathan Satovsky

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Aug 2026

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About the show

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.

Listen to episodes

33 recent

September 10, 202640 min

Jonathan Satovsky interviews Joseph Wang, co-founder of SyntheticFi

In this episode of Wisdom, Wealth and Wellness, host Jonathan Satovsky speaks with Joseph Wang, co-founder of SyntheticFi, about sophisticated borrowing strategies typically reserved for wealthy institutions. Joseph explains "box spreads," a financial instrument functioning like a zero-coupon bond, enabling borrowing at significantly lower interest rates than traditional bank loans. He covers key topics including tax advantages under Section 1256, risk management strategies like staggered loan rollovers, and why borrowing against assets is often preferable to selling and triggering capital gains taxes. Both guests reflect on what living a truly "rich life" means beyond financial wealth. 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 Satovsky, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect - Jonathan Satovsky: Podcast: https://satovsky.com/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC SoHo Office 149 Spring Street, 4th Floor New York, NY 10012 West Palm Beach Office 477 South Rosemary Ave. Suite 220 West Palm Beach, FL 33401 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.

August 17, 202634 min

Jonathan Satovsky speaks with Jeffrey Stern

In this episode of *Wisdom, Wealth and Wellness*, host Jonathan Satovsky interviews Jeffrey Stern, co-founder of Axuall, a healthcare workforce intelligence startup that has raised $41 million. Jeffrey discusses how Axuall automates the lengthy 100-day credentialing process for healthcare practitioners, helping health systems onboard clinicians faster. The conversation explores entrepreneurial mindset, the importance of solving meaningful problems, and why healthcare demands a "go slow to go fast" approach. Jeffrey also shares thoughts on behavioral finance, technology's societal impact, and his daily habit of 50 push-ups. 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 Satovsky, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect - Jonathan Satovsky: Podcast: https://satovsky.com/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC SoHo Office 149 Spring Street, 4th Floor New York, NY 10012 West Palm Beach Office 477 South Rosemary Ave. Suite 220 West Palm Beach, FL 33401 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.

July 19, 202637 min

Jonathan Satovsky speaks with Dan Miller of the Eternum Longevity Center

In this episode of Wisdom, Wealth and Wellness, host Jonathan Satovsky, interviews wellness speaker Dan Miller, founder of the Eternum Longevity Center. Having spoken to audiences of up to 750,000 people, Dan emphasizes that the body is a leader's greatest asset. He distinguishes fitness from true health and highlights sleep, nutrition, movement, and community accountability as key longevity pillars. Satovsky.com Hosted on Acast. See acast.com/privacy for more information.

May 19, 202641 min

Jonathan Satovsky Interviews Nicholas Janni.

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 how creating safe spaces to feel transforms both individuals and teams. The conversation concludes with a simple breathwork practice to anchor presence, encouraging listeners to lead more authentically from the inside out. 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 Satovsky, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect - Jonathan Satovsky: Podcast: https://satovsky.com/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC 149 Spring Street, 4th Floor New York, NY 10012 Phone: 212.584.1900 https://www.satovsky.com Hosted on Acast. See acast.com/privacy for more information.

April 29, 202635 min

Jonathan Satovsky speaks with Chip Conley

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, and how shifting from accumulation to intentional editing can transform the second half of life. The conversation also covers the relationship between wealth and wisdom, the role of environment in personal transformation, and practical habits for navigating midlife transitions with clarity and intention. 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 Satovsky, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect - Jonathan Satovsky: Podcast: https://satovsky.com/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC 149 Spring Street, 4th Floor New York, NY 10012 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.

April 2, 202633 min

Jonathan Satovsky interviews Tommy Tardie, creator of New York’s Flatiron Room

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/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC 149 Spring Street, 4th Floor New York, NY 10012 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.

March 5, 20261 hr 4 min

Jonathan Satovsky Interviews Brian Whetten

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 Hosted on Acast. See acast.com/privacy for more information.

January 20, 202632 min

Jonathan Satovsky interviews Christine Richmond

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/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC 149 Spring Street, 4th Floor New York, NY 10012 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.

December 15, 202538 min

Jonathan Satovsky Interviews Rabbi Simon Jacobson

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/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC 149 Spring Street, 4th Floor New York, NY 10012 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.

November 14, 202538 min

Jonathan Satovsky speaks with Gary Mendell

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/podcast Satovsky Asset Management: satovsky.com FinDash.ai X: @jonsatovsky Instagram: @jonsatovsky LinkedIn: Satovsky Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP Satovsky Asset Management, LLC 149 Spring Street, 4th Floor New York, NY 10012 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.