Finding Balance in Pursuit of Wisdom, Wealth, and Wellness

Jonathan Satovsky
CFP®, ChFC®, CIMA®, CPWA®

Good morning. Good afternoon. Good evening.

This is Jonathan Satovsky of Satovsky Asset Management. And on today’s episode of Seeking Wisdom, Wealth and Wellness, I wanted talk about aspirations.

Aspirational wealth, aspirational wellness, aspirational whatever. There’s an ideal and there’s where we are and every day, at least I am, trying to progress to a better version of myself in every way, every circle of life. That being said, in finance, my own aspiration for my own wellness is to have some balance. Whether it’s balance in an investment portfolio, it could be balance in paying myself first, trying to ideally save 10% for my future self, and paying 10% to others.

Maybe when you start you can only save 1% and you can only donate 1%, but you keep progressing to the ideal. And there’s a gap between the ideal and where you may be, but it doesn’t mean you can’t keep aspiring, a little bit better each and every day to try to provide the balance and the equilibrium where you’d like to be. That’s in finance, you can apply this to every area of your life. Waking up with good habits of meditating, journaling, exercising, whatever it is, prayer, whatever it is that helps you stay healthy, wealthy and wise — keep on keeping on. Take one step forward each and every day in the journey toward your aspirations and one day, you’ll look back and you’ll say, “wow.”

Celebrate the progress you’re making every day. Have a wonderful day.

Get the Latest Wealth Insights, Delivered.

Video Recorded October 12th, 2021
SHARE
Share on facebook
Share on twitter
Share on linkedin
Disclosures

This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market index information was compiled from sources that SAM believes to be reliable. No representation of guarantee is made hereby with respect of the accuracy or completeness or such data. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

Talk to an Advisor today

232 Madison Avenue, Suite 400 New York, NY 10016
(212) 584-1900
© 2020 SATOVSKY ASSET MANAGEMENT | PRIVACY POLICY | FORM CRSTERMS OF USE/DISCLAIMERS NOT FDIC INSURED. NOT BANK GUARANTEED | MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL | NOT INSURED BY ANY STATE OR FEDERAL AGENCY

Website Developed by Finovo

Get Wealth insights Delivered To Your Inbox

Don’t miss a beat – Sign up to have the latest investor insights, mindfulness tips and market news from our blog delivered right to you.