Dr. Joy Lere: Clinical Psychologist | Co-Founder at Shaping Wealth on Wisdom, Wealth and Wellness

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.

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