Wisdom, Wealth, and Wellness

About Wisdom, Wealth, and Wellness

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 (https://www.satovsky.com) (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 (https://www.satovsky.com/podcast/) Connect with Jonathan: YouTube (https://www.youtube.com/@SatovskyAssetManagement) | LinkedIn (https://www.linkedin.com/in/satovsky/) | Twitter (https://twitter.com/jonsatovsky) | Instagram (https://www.instagram.com/jmsatovsky/) | Blog (https://www.satovsky.com/blog/) | Book a Consultation (https://www.satovsky.com/get-in-touch/) Disclaimer: https://www.satovsky.com/terms-of-use/ (about:blank) Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

Publisher

Jonathan Satovsky

Category

business · education · health & fitness

Language

en

Explicit

No

First episode

15 Sept 2023

Latest episode

6 Oct 2026

Latest episodes

34 episodes in the feed.

1. 

   6 Oct 2026

   Jonathan Satovsky Speaks with Robert Seiden

   After the October 7 attacks, attorney and asset-recovery specialist Robert Seiden took on a case targeting Iran, Syria, and Binance over alleged financing of terrorism—work he says could help victims find a measure of justice and closure. On Wisdom, Wealth and Wellness, host Jonathan Satovsky talks with Seiden about tracing hidden money, why people around the world see U.S. courts as their best chance for justice, and how Seiden’s experience as a prosecutor shaped his work. Seiden also shares how growing up poor but “emotionally wealthy,” remembering Holocaust survivors as a child, and a habit of stepping in when others turn away inform his drive to take on powerful institutions. 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 Satovsky, 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 SoHo Office 149 Spring Street, 4th Floor New York, NY 10012 West Palm Beach Office 477 South Rosemary Ave. Suite 220 West Palm Beach, FL 33401 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 (https://acast.com/privacy) for more information.

2. 

   10 Sept 2026

   Jonathan Satovsky interviews Joseph Wang, co-founder of SyntheticFi

   In this episode of Wisdom, Wealth and Wellness, host Jonathan Satovsky speaks with Joseph Wang, co-founder of SyntheticFi, about sophisticated borrowing strategies typically reserved for wealthy institutions. Joseph explains "box spreads," a financial instrument functioning like a zero-coupon bond, enabling borrowing at significantly lower interest rates than traditional bank loans. He covers key topics including tax advantages under Section 1256, risk management strategies like staggered loan rollovers, and why borrowing against assets is often preferable to selling and triggering capital gains taxes. Both guests reflect on what living a truly "rich life" means beyond financial wealth. 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 Satovsky, 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 SoHo Office 149 Spring Street, 4th Floor New York, NY 10012 West Palm Beach Office 477 South Rosemary Ave. Suite 220 West Palm Beach, FL 33401 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 (https://acast.com/privacy) for more information.

3. 

   17 Aug 2026

   Jonathan Satovsky speaks with Jeffrey Stern

   In this episode of *Wisdom, Wealth and Wellness*, host Jonathan Satovsky interviews Jeffrey Stern, co-founder of Axuall, a healthcare workforce intelligence startup that has raised $41 million. Jeffrey discusses how Axuall automates the lengthy 100-day credentialing process for healthcare practitioners, helping health systems onboard clinicians faster. The conversation explores entrepreneurial mindset, the importance of solving meaningful problems, and why healthcare demands a "go slow to go fast" approach. Jeffrey also shares thoughts on behavioral finance, technology's societal impact, and his daily habit of 50 push-ups. 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 Satovsky, 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 SoHo Office 149 Spring Street, 4th Floor New York, NY 10012 West Palm Beach Office 477 South Rosemary Ave. Suite 220 West Palm Beach, FL 33401 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 (https://acast.com/privacy) for more information.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

314,236

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

8 ratings

Spotify

5.0 / 5

10 ratings

Podcast Authority Score: 38 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

21

Social presence

0

YouTube

86

Engagement

51

Contact Wisdom, Wealth, and Wellness

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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