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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In this episode of “Wisdom, Wealth, and Wellness,” host Jonathan Satovsky interviews Christine Richmond, co-founder of Care Collective Health, a licensed social worker and care manager, about navigating aging, caregiving, and healthcare decisions. Christine shares practical advice on early planning, managing family dynamics, and understanding the true costs of senior care. The discussion highlights the importance of advance directives, caregiver support, and maintaining dignity and quality of life for aging loved ones.
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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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Podcast: https://satovsky.com/podcast
Satovsky Asset Management: satovsky.com
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X: @jonsatovsky
Instagram: @jonsatovsky
LinkedIn: Satovsky
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
Rabbi Simon Jacobson
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In this episode, host Jonathan Satovsky interviews Simon Jacobson, founder of the Meaningful Life Center, about integrating ancient Hasidic wisdom into modern life. They explore how to find purpose, balance material and spiritual success, and nurture the soul amid contemporary pressures. Simon shares practical frameworks for self-discovery, resilience, and holistic wellness, emphasizing empathy, compassion, and the importance of living intentionally. The conversation offers actionable advice for overcoming adversity, redefining success, and pursuing a meaningful life, encouraging listeners to reflect on their unique mission and legacy in today’s complex world.
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
