Mindful Investing, with Jonathan Satovsky

My guest on the podcast today is Jonathan Satovsky, the CEO and Chief Behavioral Coach of Satovsky Asset Management.

Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.

Jonathan has spent more than 25 years in the wealth advisory business. He wears two hats in his company as both the CEO and the Chief Behavioral Officer.

During our conversation today, Jonathan explains why controlling and fully understanding our behavior us just as important as understanding the accounts. He offers the easy steps they we take immediately to begin investing mindfully for both the short and long-term.

We talk about an effective process to determine goals in life, the value in taking an improv class, and the three pillars of wealth we all need to consider.

Here’s my conversation with Jonathan Satovsky, chief behavioural coach, in episode 559 of Informed Choice Radio.