Wisdom, Wealth, and Wellness

From Prince's law firm to the world of venture capital: hear Lorine Pendleton's unique career trajectory and impact on the startup ecosystem. She was named by Marie Claire as one of the “Most 50 Connected Women in America" and by Business Insider as one of the “22 Female Angel Investors Every Startup Founder Should Know.” Lorine is the NY Chair at TIGER 21.Watch clips:What a Top VC Looks forTrillions Lost to U.S. Economy!"Is this a hoax?"2 Ways TIGER 21 Members Generate WealthTimestamps:(2:00) Lack of funding for black founders(3:08) College radio deejays(4:01) Mentor: Londell McMillan, entertainment attorney for Prince and Stevie Wonder(9:45) mp3 and tech(13:30) Mentors / sponsors(16:33) Funding gap for women(19:15) Investing process(22:20) Lessons from a failed investment(24:10) IntuitionLinks:Women get 2% of VC funding: pitchbook.comFirst Round Capital- 10 Years StudyIBM study: Women in LeadershipGuest: Lorine Pendleton:lorinependleton.comportfolia.coX: @lorinependletonLinkedInHost: Jonathan Satovsky:Podcast: satovsky.com/podcastsatovsky.comFree audiobookBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.

Learning what is true should always take precedence over being right. Jeffrey Stern is co-founder of Axuall, a healthcare workforce intelligence startup with $41 million in funding.Topics:Unknown unknownsAxuall: automating verification process for healthcare professionals"Move fast and break things" tech cultureBeing a flâneur, biomimicry, and investment strategiesWatch clips:How Do You Minimize Startup Failure?Walking without purposeEntrepreneurs Need This. "Follow Your Natural Drift."Netflix vs. Sleep! Attention EconomyTimestamps:(5:24) The problem Axuall is trying to solve in healthcare(12:06) Natural drift and passion. Charlie Munger, Steve Jobs, Paul Graham.(12:58) Ideas from within vs without(15:00) Move fast and break things vs. going slow to go fast(23:20) Flâneuring(25:26) Biomimicry(29:49) Investing frameworks and power law risk return profiles (Munger)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. 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 SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect - Jeffrey Stern:jeffreys.pageLinkedInPodcastAxuallX: @sternJefeConnect - Jonathan Satovsky:Podcast: satovsky.com/podcastSatovsky Asset Management: satovsky.comFree audiobookBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.

Joel Greenblatt, investor and author behind Gotham Capital and The Little Book That Beats the Market, shares his approach to picking undervalued businesses. He discusses why investors fail to stick to strategies, the role of behavioral remedies and margin of safety, the active vs indexing trade-offs, and how size and systematic long/short moves reshape investing.

"I probably owe Dan a lot of money... because he has been directly influential to saving my people in my ecosystem at least a hundred million dollars." -JonDan Ariely is an Israeli-American professor of psychology and behavioral economics at Duke University. He is a best-selling author and TED speaker, known for his work in irrational decision-making and social norms.We delve into the fascinating world of human decision-making:Critical role of emotions in our choices, challenges of achieving true rationalityImpact of AI on decision-makingChallenge conventional notion of risk attitude in financeWhy splurge on coffee for employeesVideo clips: youtube.com/@SatovskyAssetManagementMistake: What Your Financial Advisor Should Tell YouSalary Doesn't Matter for HappinessIs AI Bad for Humanity? Dan Ariely's ChatbotTimestamps:1:24 Importance of understanding human decision-making3:57 Behavioral economics6:15 How emotions play a role in decision-making9:04 Challenges of making rational decisions11:45 Impact of AI on decision-making15:10 Role of empathy in decision-making21:14 Misconception of risk attitude in finance24:02 True responsibility of financial advisors26:21 “I think what we need to do is not to eliminate emotions, but look at every decision context."36:31 “You as my financial advisor should look at my financial situation, and tell me what my risk attitude should be. You shouldn't change my portfolio to fit my feelings."Connect with Dan Ariely:Website: danariely.com/LinkedInX: @danarielyBook: "Misbelief"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: satovsky.com/podcast/Satovsky Asset Management: satovsky.comFree audiobookBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.

“Greg Harden has and will always be one of the most influential people in my life.” -Tom Brady. Greg Harden, M.S.W., is a legendary performance coach, motivational speaker, and executive consultant. Greg is best known for his work with 7-time Super Bowl champion quarterback Tom Brady, Heisman Trophy winner and Super Bowl MVP Desmond Howard, and 23-time Olympic gold medalist Michael Phelps.Greg Harden shares how to become the world's greatest expert on one subject: yourself. Practice, train, and rehearse. Give 100% at everything you do.Clips (YouTube):What Greg Harden Asked 19-Year Old Tom BradyGreg Harden: Give 100% All of the TimeWhat Makes Michael Phelps and Tom Brady DifferentBonus Clips:Get Rid of Old Programming and Overcome TraumaHow To Manage Different GenerationsTimestamps:0:12 Developing student-athletes, leadership1:20 Tom Brady's initial struggles and transformation14:05 Emphasis on training beyond athletics14:47 Individualized training15:20 Harnessing talent early18:35 Influence of personal development on sports19:23 Leaders in sports and their backgrounds26:44 Teams vs. groups in organizations30:23 Tom Brady's journey of self-belief33:27 Break down communicationConnect with Greg Harden:NYT best seller: "Stay Sane in an Insane World: How to Control the Controllables and Thrive"WebsiteX: @RealGregHardenYour 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: satovsky.com/podcast/Satovsky Asset Management: satovsky.comFree audiobookBlogX: @jonsatovskyInstagram: @jonsatovskyLinkedInDisclaimer Hosted on Acast. See acast.com/privacy for more information.

You don’t have to believe in gravity for it to happen around you everyday. Transcendental Meditation dates back millennia before religion. It has been passed from teacher to student in an oral tradition for thousands of years.As CEO of the David Lynch Foundation, Bob Roth has helped bring Transcendental Meditation (TM) to more than one million students. His students include numerous celebrities like Tom Hanks, Oprah Winfrey, Hugh Jackman, Martin Scorsese, Katy Perry, Russell Brand, and others. Bob has spoken about the “science of meditation" to industry leaders at such gatherings as Google Zeitgeist, Aspen Ideas Festival, Global Wellness Summit, and CURA's Unite To Cure at The Vatican.In this episode, I talked with Bob about the true meaning of mindfulness and how it can improve our lives.Timestamps:3:00 Why it's hard to sit still6:10 How TM works (no book, no guided meditation)9:30 Internal locus of control14:20 Forget what others think18:25 "Within five years, meditation is going to be part of the culture in the businesses and schools" - Bob Roth20:16 More schools are offering mindfulness and meditation and TM 20:40 Helicopter parents24:20 Meditation can make you a better investor (patience)26:40 Find your local TM center31:40 Everyone is dealing with changeYour 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 SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Connect with Bob Roth:TM: https://www.tm.org/Website: https://meditationbob.com/Linktree: https://linktr.ee/meditationbobInstagram: https://www.instagram.com/meditationbobTwitter: https://twitter.com/meditationbobConnect with Jonathan Satovsky:Wisdom, Wealth, and Wellness PODCAST: https://www.satovsky.com/podcast/Free audiobook download: https://www.satovsky.com/free-audiobook-download/Satovsky Asset Management BLOG: https://www.satovsky.com/blog/Twitter: https://twitter.com/jonsatovskyInstagram: https://www.instagram.com/jonsatovsky/LinkedIn: https://www.linkedin.com/in/satovsky/Disclaimer Hosted on Acast. See acast.com/privacy for more information.

Will Travis is the CEO of Elevation Barn, a company he co-founded in 2017 to address the confidence crisis of leadership. From investors to bullfighters, this personal brand-building retreat platform unites diverse industry leaders to gain a deeper confidence in their personal, business and social impact strategies. Will's track record includes elevating brands like Coca Cola, Nike, and Netflix. Today, Will draws on his storytelling acumen to craft an innovative approach to leadership retreats. Think of The Barn as a product launch for people. We talked about how to tackle self-doubt and harness the power of empathy, respect, and diversity to transform lives and leaders. Fun fact: Will's father was the real life Willy Wonka.YouTube clips:How do you control fear? (Bullfighter story)Son of Willy Wonka: "My role model was in my head"Timestamps:(2:19) What is Elevation Barn?(4:35) The "Sort Your Sh*t Out Weekend"(5:10) What brings you joy?(12:35) I failed all my exams(13:55) Commit first, then work it out(14:30) Back surgery and climbing Vinson Massif in Antarctica for six months(16:45) Major transformations (elevations) ... You're asking for someone to give the you the reason why not(17:21) Dive boat story- "Who's the a-hole on this boat?"(23:00) Rodeo bullfighter(26:50) My father died when I was 6 months old, the real Willy Wonka (William Anderson Short)(29:00) Real role modelsYour 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 - Will Travis:Website: willtravis.comInstagram: @will_anderson_travis | @elevationbarnelevationbarn.com/Podcast: elevationbarn.buzzsprout.comConnect - Jonathan Satovsky:Podcast: satovsky.com/podcastYouTube ClipsSatovsky Asset Management: satovsky.comX: @jonsatovskyInstagram: @jonsatovskyLinkedIn: SatovskyFree audiobook: satovsky.com/free-audiobook-downloadDisclaimer 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 behavioral biases and blindspots.Subscribe free wherever you listen: satovsky.com/podcastVideo clips: youtube.com/@SatovskyAssetManagementConnect with Jonathan:YouTube | LinkedIn | Twitter | Instagram | Blog | Book a Consultation Hosted on Acast. See acast.com/privacy for more information.