Podcast
Wisdom, Wealth, and Wellness Podcast
Your journey to Wisdom, Wealth, and Wellness starts here! Join Jonathan Satovsky as he meets with dynamic guests to discuss how we all can overcome behavioral biases and blindspots.
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Wealth management veteran Ajay Gupta shares his journey into the financial services industry. Learn how he built meaningful relationships with icons like Deepak Chopra and Tony Robbins, and hear his thoughts on work-life balance, alternative investments, and the importance of cultivating experiences over material possessions.
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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. In his dual role as CEO and Chief Behavioral Coach of SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.
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Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP
Satovsky Asset Management, LLC
149 Spring Street, 4th Floor
New York, NY 10012
Phone: 212.584.1900
The information provided in this podcast is for general informational purposes only and should not be considered as financial, investment, legal, or tax advice. Listening to this podcast does not create an advisor-client relationship. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a professional advisor for advice specific to your situation. Satovsky Asset Management is a registered investment advisor with the SEC.
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Episode Guide
Michael Sonnenfeldt
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In this episode of “Wisdom, Wealth, and Wellness,” host Jonathan Satovsky welcomes Michael Sonnenfeldt, founder of Tiger 21. They explore sudden wealth syndrome, discussing its psychological and financial impacts. Michael explains Tiger 21’s role in helping individuals navigate wealth preservation post-liquidity events. They introduce the “2% rule” for prudent financial management and discuss the American dream’s opportunities and challenges. Michael shares his dedication to climate change initiatives and emphasizes the urgency of collective action. The conversation also covers personal growth, meditation, therapy, and the importance of mentors. The episode concludes with an invitation to connect with Michael and learn more about his work.
Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP
Satovsky Asset Management, LLC
149 Spring Street, 4th floor, New York, NY 10012
Phone: 212.584.1900
https://www.satovsky.com
The information provided in this podcast is for general informational purposes only and should not be considered as financial, investment, legal, or tax advice. Listening to this podcast does not create an advisor-client relationship. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a professional advisor for advice specific to your situation. Satovsky Asset Management is a registered investment advisor with the SEC.
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. Read More
