Tuesdays with Morrie | Wisdom, Wealth, and Wellness

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

Good morning, good afternoon, good evening, whatever part of the world you’re in. This is Jonathan Satovsky of Satovsky Asset Management.

And on today’s episode of Seeking Wisdom, Wealth, and Wellness, I want to talk about the assets that matter. I just listened to a podcast from Mitch Albom and Oprah Winfrey on Tuesdays with Morrie, and there are so many brilliant lessons about lifting other people up and being compassionate to each and everyone around you, and defining your values and your standards on your own terms rather than other people’s terms.

And I just want to express, on this short little anecdote, a tremendous amount of gratitude for the fact that in the field of financial planning and wealth management, the vast majority of people that I’ve helped the last 25 years and that I hope I’m blessed enough to meet the next 25 years…when I started, the vast majority of people that hired me when I was 22 years of age were 60 and over. Some 70, 80, 90 years of age. And the wisdom and the brilliance to which they brought grace and elegance and understanding and compassion, I learn more every day than what I possibly contributed to their lives, so just… God gave you two ears, one mouth, listen, observe, be present, learn, share, and lift those up around you on your path to wisdom, wealth, and wellness, and celebrate the blessings.

Enjoy, have a great day.

Get the Latest Wealth Insights, Delivered.

Video Recorded November 25th, 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.