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In this episode, renowned financial expert and CEO of Ellevest, Sallie Krawcheck, discusses her pioneering career in finance. The conversation covers her contrarian investment approach, her efforts to eliminate conflicts of interest in financial advising, and the challenges women face in the industry.
Sallie Krawcheck is the co-founder and CEO of Ellevest, a comprehensive investment and financial management platform for women.
Originally aired in October 2023, this is a special memorial rebroadcast of Jonathan Satovsky’s conversation with Greg Harden. The pair discuss how to become the world’s greatest expert on one subject: yourself.
Greg Harden, M.S.W., is a peak performance coach and executive consultant who 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.
Dr. Joy Lere is a licensed clinical psychologist and behavioral finance consultant with a practice in Napa, California. She has served as an Associate Clinical Professor of Clinical Psychology at George Washington University and held clinical and research positions at Children’s National Medical Center, Penn Medicine, Princeton Health, and the Department of Defense.
In this episode, Jonathan Satovsky discusses sudden wealth syndrome with Tiger 21 founder Michael Sonnenfeldt, exploring its psychological and financial impacts. They also introduce the “2% rule” for financial management and delve into personal growth and the significance of mentors.
Michael Sonnenfeldt is the Founder & Chairman of TIGER 21, the premier peer membership organization for UHNWI and high-net-worth wealth creators and preservers. He is a serial entrepreneur, philanthropist, political thought leader, and the author of “Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs.”
In the first episode of season 2, David McWilliams shares insights on global economic issues, his approach to making economics accessible, and the creation of the Dalkey Book Festival.
David McWilliams is an economist, author, podcaster, journalist, documentarian, and broadcaster. He is the co-founder of the Dalkey Book Festival, Ireland’s largest literary and ideas festival.
Ryan Nece discusses his transition from sports to business and common challenges for retired athletes. We explore the importance of teamwork, resilience, and the “next play mindset.”
Ryan Nece is the Managing Partner of Next Play Capital, an advisory board member at DocuSign, and the founder of the Ryan Nece Foundation. The son of Pro Football Hall of Fame safety Ronnie Lott, Ryan Nece is a former NFL linebacker. Next Play Capital has invested in 25 other venture funds and companies including Impossible Foods, Bytedance (the parent company of TikTok), UIPath, and more.
Jon Satovsky delves into actor John Slattery’s career, changes in the entertainment industry, the impact of AI, and the financial instability many actors face. Plus, hear about John’s latest film starring Jon Hamm and Tina Fey, “Maggie Moores”, his experience as a director, and how fatherhood has influenced his perspective on the industry.
John Slattery is a critically acclaimed actor, director, and producer, widely recognized for his unforgettable portrayal of Roger Sterling in the series “Mad Men.” With a successful career spanning decades, John’s versatile talent has garnered him prestigious accolades, including a SAG Award and four Emmy nominations.
From Prince’s law firm to the world of venture capital: hear Lorine Pendleton’s unique career trajectory and impact on the startup ecosystem.
Lorine Pendleton was named by Worth as one of the “16 Financial Powerhouses,” 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.” She is a VC at Portfolia Rising America Funds and is the NY Chair at TIGER 21.
Listen in as Jon and Jeffrey Stern discuss how to fuel entrepreneurial success.
Jeffrey Stern is a co-founder at Axuall, Inc., a healthcare workforce intelligence startup which has successfully raised $41 million in funding. He also holds the position of a partner at Impact Architects, where he is dedicated to assisting fellow entrepreneurs in achieving their best and fostering growth in their ventures.
In addition to his professional roles, Jeffrey hosts the Lay of The Land podcast, focusing on entrepreneurship in Northeast Ohio. Apart from his work, Jeffrey occasionally engages in investing and providing advice to other entrepreneurs. Jeffrey is an optimist who believes telling the stories of those most inspiring builders around us is one of the best ways to learn and to inspire more to build.
Tune in to hear the strategies behind Joel Greenblatt’s enviable track record.
Joel Greenblatt is a preeminent investor, author, and educator, best known as the founder of Gotham Capital, an investment firm that achieved remarkable returns for over two decades. He’s written highly acclaimed books such as “The Little Book that Beats the Market” and “You Can Be a Stock Market Genius.” Joel co-founded the Value Investing Program at Columbia Business School.
In this episode, Jon and his guest, Dan Ariely, delve into the fascinating world of human decision-making.
Dan Ariely is an Israeli-American professor of psychology and behavioral economics at Duke University. He is a New York Times bestselling author and a highly sought-after speaker, known for his work on decision-making, irrationality, and social norms.
Ariely has published numerous books, including “Predictably Irrational” and “The Honest Truth About Dishonesty,” and has received multiple awards for his contributions to the field of behavioral economics.
In this episode, Jon talks with Bob Roth about the true meaning of mindfulness and how it can improve our lives.
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.
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In this episode Will Travis and Jon talk about how to tackle self-doubt and harness the power of empathy, respect, and diversity to transform lives and leaders.
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.
Fun Fact: Will’s father was the real life Willy Wonka.
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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 Satovsky Asset Management, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. A creative at heart, Jonathan is always drumming up new ideas and seeking solutions to give his team and clients the greatest probability of sustainable success.
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