In this episode of "Wisdom, Wealth, and Wellness," host interviews Christine Richmond, a licensed social worker and care manager, about navigating aging, caregiving, and healthcare decisions. Christine shares practical advice on early planning, managing family dynamics, and understanding the true costs of senior care. The discussion highlights the importance of advance directives, caregiver support, and maintaining dignity and quality of life for aging loved ones.

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, 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.