In this episode, host Jonathan 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.

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. 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

FinDash.ai

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

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.

In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky speaks with Gary Mendell, founder of Shatterproof, a leading national nonprofit organization dedicated to transforming addiction treatment, ending stigma, and supporting those affected by substance use disorders.

Gary shares how his son’s struggle with addiction and tragic death inspired him to leave a successful hospitality career and create a national nonprofit.

The conversation highlights the organization’s advocacy, innovative tools, and the importance of community involvement, offering hope and practical guidance for those affected by addiction.

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. 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

FinDash.ai

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

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.

In this episode of "Wisdom, Wealth, and Wellness," host Jonathan Satovsky welcomes Rabbi Levi Shmotkin, a Brooklyn-based scholar and author of "Letters for Life." Together, they explore how ancient Jewish wisdom and the Lubavitcher Rebbe’s teachings offer practical tools for emotional wellness, purposeful living, and redefining true wealth beyond finances. Rabbi Shmotkin shares personal stories, discusses the importance of discipline, and offers advice on nurturing spiritual and emotional health. The conversation highlights the value of contributing to others and provides accessible resources for anyone seeking deeper meaning and balance in modern life.

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. 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

FinDash.ai

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

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.

Hosted on Acast. See acast.com/privacy for more information.

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.

satovsky.com

Connect - Jonathan Satovsky:

Podcast: satovsky.com/podcast

YouTube Clips

Satovsky Asset Management: satovsky.com

X: @jonsatovsky

Instagram: @jonsatovsky

LinkedIn: Satovsky

"Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277X

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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.

Recorded 05/13/2025

Connect - Jonathan Satovsky:

Podcast: satovsky.com/podcast

YouTube Clips

Satovsky Asset Management: satovsky.com

X: @jonsatovsky

Instagram: @jonsatovsky

LinkedIn: Satovsky

"Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277X

Disclaimer

Hosted on Acast. See acast.com/privacy for more information.

In this episode of "Seeking Wisdom, Wealth, and Wellness," host Jonathan Satovsky converses with Eduardo Repetto, Chief Investment Officer and co-founder of Avantis Investors. Eduardo shares his transition from aeronautical engineering to finance, emphasizing the importance of understanding valuations and behavioral finance. They discuss investment principles, the significance of buying undervalued companies, and the challenges of investor behavior. Eduardo highlights the role of financial advisors in guiding clients through complex decisions and stresses the need for diversification to mitigate risks.

Recorded 11/13/2023

Connect - Jonathan Satovsky:

Podcast: satovsky.com/podcast

YouTube Clips

Satovsky Asset Management: satovsky.com

X: @jonsatovsky

Instagram: @jonsatovsky

LinkedIn: Satovsky

"Your Real Life" by Jonathan Satovsky: Available on Amazon and Audible https://www.amazon.com/Your-Rich-Life-Approach-Investment/dp/154450277X

Disclaimer

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.