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.
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.
Watch clips:
Financial advisor responds to 2% Rule
Topics & Timestamps:
(0:01) Announcement. Book a call with a financial advisor at satovsky.com or call 212-584-1900
(2:33) TIGER 21's purpose
(7:00) Prism metaphor (after liquidity event)
(9:10) Children inheriting significant or vast wealth
(10:35) TIGER 21 members' collective net worth passed $150 billion, 1300 members
(11:05) The 2% Rule
(13:33) American Dream
(17:11) MUUS CLIMATE PARTNERS
(20:57) Enough-ness
(23:39) Exponential nature of climate change
(27:03) Meditation, therapy
(29:00) Mentorship
Your host:
For over 25 years, Jonathan has started with a simple question – How can I help? His life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. Jonathan has grown a loyal and committed clientele of family-based, multi-generational relationships. He serves as CEO and Chief Behavioral Coach of SAM.
Connect - Michael Sonnenfeldt:
Book: Think Bigger
Connect - Jonathan Satovsky:
Podcast: satovsky.com/podcast
Satovsky Asset Management: satovsky.com
X: @jonsatovsky
Instagram: @jonsatovsky
Hosted on Acast. See acast.com/privacy for more information.