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 financial behavioral biases and blind spots. The lineup ranges from world-class performance coaches to best-selling authors, successful entrepreneurs, award-winning actors and athletes, wellness guides, and investing experts.
About your host: 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 (SAM), 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.
Follow the podcast: satovsky.com/podcast
Connect with Jonathan:
YouTube | LinkedIn | Twitter | Instagram | Blog | Book a Consultation
Disclaimer: https://www.satovsky.com/terms-of-use/
Hosted on Acast. See acast.com/privacy for more information.
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 financial behavioral biases and blind spots. The lineup ranges from world-class performance coaches to best-selling authors, successful entrepreneurs, award-winning actors and athletes, wellness guides, and investing experts.
About your host: 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 (SAM), 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.
Follow the podcast: satovsky.com/podcast
Connect with Jonathan:
YouTube | LinkedIn | Twitter | Instagram | Blog | Book a Consultation
Disclaimer: https://www.satovsky.com/terms-of-use/
Hosted on Acast. See acast.com/privacy for more information.
In this podcast episode, host Jonathan Satovsky, a financial advisor, engages with Dr. Joy Lere, a clinical psychologist, on the intricate relationship between psychology and personal finance. They delve into the importance of emotional intelligence in managing money and discuss strategies for preventing burnout among professionals in the financial sector. The conversation aims to provide listeners with insights into how psychological principles can be applied to achieve wealth and wellness.
Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP
Satovsky Asset Management, LLC (SAM)
232 Madison Avenue, Suite 400
New York, NY 10016
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.
Hosted on Acast. See acast.com/privacy for more information.