Financial Mindfulness
Financial Risk
June 3, 2026
I find it fascinating that while we can mathematically model a person's need and capacity for financial risk, we can't create a perfect formula for their willingness to take it. This psychological component is in constant flux, shifting day-to-day, even minute-to-minute. Think about how market news or a conversation with a friend can instantly change…
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OK, this is a truth bomb!
February 25, 2026
Hey friends! Today, I’m getting real about judgment and acceptance, admitting my own struggles and sharing how I’m working to…
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How do you take care of people?
February 24, 2026
Today Jonathan addresses the pitfalls of fragmented communication in financial planning, where multiple separate conversations can lead to confusion and…
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How do you help people?
February 20, 2026
"I do not have all the answers, but I can approach things with deep empathy and try to understand what…
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Factor Investing
February 16, 2026
Ever wondered how to stay calm during market fluctuations? Charlie Munger's philosophy of indifference to short-term market noise encourages patience…
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The Three Keys | Wisdom, Wealth, and Wellness
September 25, 2024
Jonathan Satovsky shares the three essential keys to successful financial planning. By mastering these principles, you can navigate the complexities…
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Tracking Error | Wisdom, Wealth, and Wellness
May 20, 2024
Wealth management is all about cultivating lasting financial confidence over generations. Drawing insights from Warren Buffett's long-term investment approach, Jonathan…
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Financial Literacy Month | Wisdom, Wealth, and Wellness
April 1, 2024
Imagine a world where every decision is powered by understanding, not guesswork, understanding. This month, we celebrate that vision. Daniel…
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Perspectives for 2024 | Wisdom, Wealth, and Wellness
January 8, 2024
Good morning, good afternoon, good evening. Depending on the part of the world you're in, this is Jonathan Satovsky of…
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Shoshin | Wisdom, Wealth, and Wellness
September 19, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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