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Mindful Investing, with Jonathan Satovsky

Mindful Investing, with Jonathan Satovsky

23/07/2021 Posted by Martin Bamford Interview, Podcast

Mindful Investing, with Jonathan SatovskyMy 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.

He has spent more than 25 years in the wealth advisory business.

During our conversation today, Jonathan explains why controlling and fully understanding our behavior is just as important as understanding the accounts. He offers the easy steps that we can 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 improvisation 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.

 

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About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

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