The Good Life | Wisdom, Wealth, and Wellness

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

Good morning, this is Jonathan Satovsky of Satovsky Asset Management and on today’s episode of “Seeking Wisdom, Wealth and Wellness – Vlog Style,” I want to reference the book “The Good Life,” in which a 70-year Harvard study tracked individuals to ascertain what makes up a good life.

This anecdote is just to share one simple concept, when asking millennials what makes a good life, 76 % say the number one thing is money. Well, being in the wealth management business, that I started at 23 years old, I had the same concept. And yet, now 30 years into it, no different than the Harvard study, the most meaningful and valuable part of this profession of wealth management, financial planning, investment advisory—that most millennials don’t understand—is the deep meaningful relationships.

We’ve been fortunate at SAM to work with many multi-generational families in their second. third, and in some cases, fourth generation with us. And man, you can’t measure that. That’s a joy beyond numbers!

So, think about that in every interaction, every day, on how you can plant seeds for deeper and more meaningful relationships for your own good life.

Have a great day.

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Video Recorded January 21, 2024
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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.

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