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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 welcomes clinical gerontologist Karen Faith Gordon to discuss healthy aging, emotional wellness, and navigating life transitions. Karen shares her holistic approach, integrating mindfulness, compassion, and cognitive behavioral therapy, to support individuals and families through aging and caregiving challenges. The conversation explores the importance of community, deep listening, and aligning decisions with personal values. Karen offers practical tips for self-care, presence, and cultivating compassion. Listeners gain insights into fostering resilience, connection, and purpose at every stage of life.
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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.
Connect – Jonathan Satovsky:
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
Jenifer Wines
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
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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.
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
