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In this episode of Wisdom, Wealth, and Wellness, Jonathan Satovsky is joined by Jennifer Wines—author of Invisible Wealth, founder of Invisible Wealth Consulting, and a former private wealth advisor at Goldman Sachs,JP Morgan, and Fidelity. Jennifer shares her journey from advising high-net-worth clients to redefining what true wealth means.
Jennifer has worked at top private wealth management institutions, including Goldman Sachs, JPMorgan, and Fidelity.
Now, through INVISIBLE WEALTH Consulting, she partners with individuals and institutions to usher in the next generation of wealth. Jennifer helps current and future wealth holders in navigating the rich complexities of self and wealth—because the new wealth paradigm extends far beyond money.
“You’re wealthy when you have an abundance of what you value.
The question then becomes: what do you value and why?” —Jennifer Wines
In this episode of “Seeking Wisdom, Wealth, and Wellness,” host Jonathan Satovsky converses with Eduardo Repetto, Chief Investment Officer and co-founder of Avantis Investors. Eduardo shares his transition from aeronautical engineering to finance, emphasizing the importance of understanding valuations and behavioral finance. They discuss investment principles, the significance of buying undervalued companies, and the challenges of investor behavior. Eduardo highlights the role of financial advisors in guiding clients through complex decisions and stresses the need for diversification to mitigate risks. Recorded 11/13/2023
As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm’s marketing initiatives, and interacting with clients.
Prior to Avantis Investors’ establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer and Director at Dimensional Fund Advisors LP (“DFA”) until 2017. While at DFA, Eduardo provided oversight across the investment, client service, marketing, and operational functions of DFA and oversaw their day to day operations, directed the engineering and execution of investment portfolios and was involved in the design, development and delivery of research that informed the firm’s investment approach as well as its application through portfolio management and trading.
In this episode of “Seeking Wealth Wisdom and Wellness,” host Jonathan Satovsky engages in a thought-provoking conversation with futurist David Shing about the dynamic relationship between technology, nature, and personal well-being. They stress the necessity of maintaining balance in a tech-centric world, promoting the practice of deep listening and compassion in human interactions. “Shingy” offers insights into biomimicry, exploring how nature’s principles can guide the creation of technology that enriches life. Jonathan underscores the importance of meaningful connections and tailored wealth management strategies. The episode wraps up with a call to prioritize wellness and genuine human expression in the face of technological progress, aiming to cultivate a more harmonious and fulfilling existence.
David “Shingy” Shing, a Creative Omnivore and visionary futurist, pioneers the frontier of human-technological engagement with his philosophy.
Jonathan Satovsky engages with financial expert Steve Sanduski to explore the evolving landscape of financial advice. Together, they discuss the increasing accessibility of financial guidance due to technology, the essence of personalized advice, and trends among billionaires that emphasize community and meaningful work.
Steve Sanduski, CFP® is the founder of Belay Advisor, the co-founder and CEO of ROL Advisor, and an executive coach. He also the host of multiple podcasts and a New York Times bestselling author.
Ryan Nece, a former NFL linebacker and founder of Next Play Capital, shares his journey from professional athlete to entrepreneur. The conversation highlights themes of personal growth, community service, and the significance of giving back, offering listeners valuable insights and inspiration.
Ryan Nece is the Managing Partner of Next Play Capital, an advisory board member at DocuSign, and the founder of the Ryan Nece Foundation. The son of Pro Football Hall of Fame safety Ronnie Lott, Ryan Nece is a former NFL linebacker. Next Play Capital has invested in 25 other venture funds and companies including Impossible Foods, Bytedance (the parent company of TikTok), UIPath, and more.
In this episode, renowned financial expert and CEO of Ellevest, Sallie Krawcheck, discusses her pioneering career in finance. The conversation covers her contrarian investment approach, her efforts to eliminate conflicts of interest in financial advising, and the challenges women face in the industry.
Sallie Krawcheck is the co-founder and CEO of Ellevest, a comprehensive investment and financial management platform for women.
Originally aired in October 2023, this is a special memorial rebroadcast of Jonathan Satovsky’s conversation with Greg Harden. The pair discuss how to become the world’s greatest expert on one subject: yourself.
Greg Harden, M.S.W., is a peak performance coach and executive consultant who is best known for his work with 7-time Super Bowl champion quarterback Tom Brady, Heisman Trophy winner and Super Bowl MVP Desmond Howard, and 23-time Olympic gold medalist Michael Phelps.
Dr. Joy Lere is a licensed clinical psychologist and behavioral finance consultant with a practice in Napa, California. She has served as an Associate Clinical Professor of Clinical Psychology at George Washington University and held clinical and research positions at Children’s National Medical Center, Penn Medicine, Princeton Health, and the Department of Defense.
In this episode, Jonathan Satovsky discusses sudden wealth syndrome with Tiger 21 founder Michael Sonnenfeldt, exploring its psychological and financial impacts. They also introduce the “2% rule” for financial management and delve into personal growth and the significance of mentors.
Michael Sonnenfeldt is the Founder & Chairman of TIGER 21, the premier peer membership organization for UHNWI and high-net-worth wealth creators and preservers. He is a serial entrepreneur, philanthropist, political thought leader, and the author of “Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs.”
In the first episode of season 2, David McWilliams shares insights on global economic issues, his approach to making economics accessible, and the creation of the Dalkey Book Festival.
David McWilliams is an economist, author, podcaster, journalist, documentarian, and broadcaster. He is the co-founder of the Dalkey Book Festival, Ireland’s largest literary and ideas festival.
Jon Satovsky delves into actor John Slattery’s career, changes in the entertainment industry, the impact of AI, and the financial instability many actors face. Plus, hear about John’s latest film starring Jon Hamm and Tina Fey, “Maggie Moores”, his experience as a director, and how fatherhood has influenced his perspective on the industry.
John Slattery is a critically acclaimed actor, director, and producer, widely recognized for his unforgettable portrayal of Roger Sterling in the series “Mad Men.” With a successful career spanning decades, John’s versatile talent has garnered him prestigious accolades, including a SAG Award and four Emmy nominations.
From Prince’s law firm to the world of venture capital: hear Lorine Pendleton’s unique career trajectory and impact on the startup ecosystem.
Lorine Pendleton was named by Worth as one of the “16 Financial Powerhouses,” by Marie Claire as one of the “Most 50 Connected Women in America,” and by Business Insider as one of the “22 Female Angel Investors Every Startup Founder Should Know.” She is a VC at Portfolia Rising America Funds and is the NY Chair at TIGER 21.
Listen in as Jon and Jeffrey Stern discuss how to fuel entrepreneurial success.
Jeffrey Stern is a co-founder at Axuall, Inc., a healthcare workforce intelligence startup which has successfully raised $41 million in funding. He also holds the position of a partner at Impact Architects, where he is dedicated to assisting fellow entrepreneurs in achieving their best and fostering growth in their ventures.
In addition to his professional roles, Jeffrey hosts the Lay of The Land podcast, focusing on entrepreneurship in Northeast Ohio. Apart from his work, Jeffrey occasionally engages in investing and providing advice to other entrepreneurs. Jeffrey is an optimist who believes telling the stories of those most inspiring builders around us is one of the best ways to learn and to inspire more to build.
Tune in to hear the strategies behind Joel Greenblatt’s enviable track record.
Joel Greenblatt is a preeminent investor, author, and educator, best known as the founder of Gotham Capital, an investment firm that achieved remarkable returns for over two decades. He’s written highly acclaimed books such as “The Little Book that Beats the Market” and “You Can Be a Stock Market Genius.” Joel co-founded the Value Investing Program at Columbia Business School.
In this episode, Jon and his guest, Dan Ariely, delve into the fascinating world of human decision-making.
Dan Ariely is an Israeli-American professor of psychology and behavioral economics at Duke University. He is a New York Times bestselling author and a highly sought-after speaker, known for his work on decision-making, irrationality, and social norms.
Ariely has published numerous books, including “Predictably Irrational” and “The Honest Truth About Dishonesty,” and has received multiple awards for his contributions to the field of behavioral economics.
In this episode, Jon talks with Bob Roth about the true meaning of mindfulness and how it can improve our lives.
As CEO of the David Lynch Foundation, Bob Roth has helped bring Transcendental Meditation (TM) to more than one million students. His students include numerous celebrities like Tom Hanks, Oprah Winfrey, Hugh Jackman, Martin Scorsese, Katy Perry, Russell Brand, and others. Bob has spoken about the “science of meditation” to industry leaders at such gatherings as Google Zeitgeist, Aspen Ideas Festival, Global Wellness Summit, and CURA’s Unite To Cure at The Vatican.
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In this episode Will Travis and Jon talk about how to tackle self-doubt and harness the power of empathy, respect, and diversity to transform lives and leaders.
Will Travis is the CEO of Elevation Barn, a company he co-founded in 2017 to address the confidence crisis of leadership. From investors to bullfighters, this personal brand-building retreat platform unites diverse industry leaders to gain a deeper confidence in their personal, business and social impact strategies.
Will’s track record includes elevating brands like Coca Cola, Nike, and Netflix. Today, Will draws on his storytelling acumen to craft an innovative approach to leadership retreats. Think of The Barn as a product launch for people.
Fun Fact: Will’s father was the real life Willy Wonka.
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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, 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.
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