In Your Rich Life, veteran asset manager and financial planner Jonathan Satovsky delivers frank talk on how to stay out of your own way and maximize lifetime returns as an investor. Satovsky serves as a behavioral coach, bridging the gap between traditional financial planning and asset management to meet readers wherever they are in their financial journey. Some of the most urgent issues in investment today include passive or active management yield, robo-investors, the secret low and selling high, and if the S&P is the right benchmark for you. With this book you’ll create a life of true abundance—one measured beyond the size of your portfolio - en route to the wealth of your dreams.
"Satovsky delivers important investment and life lessons every investor can benefit from. Read and reap!"
— Larry Swedroe, reviewer's accolades director of research at Buckingham Advisor
"Your Rich Life is a short book about long-term investing. Jonathan Satovsky does a great job of explaining the power of patience when combined with understanding yourself and the investment basics--lessons every investor can benefit from!"
— Joel Greenblatt, Adjunct Professor of Value Investing, Columbia Business School; investment manager, Gotham Asset Management
"Does your financial advisor ever feel frustrated? Despair over how you two are communicating? If you think not, think again. Most advisors try valiantly to educate you, try to do the right thing for you, and deliver on your expectations. Yet clients sometimes don't listen or ignore sound advice. A client's high expectations and an honest dialogue sometimes clash, so Your Rich Life comes just in time to help. Illustrating how to be more mindful of the entirety of one's wealth, Jonathan Satovsky also tackles unspoken issues head on, like bad decisions a client makes, how markets can fool you, and the value of radical transparency. A veteran of the financial crisis who knows well the dangers when brokers sell products and media cares only about the next 24 hours, Jonathan has written a most useful how-to for building a better partnership between client and advisor."
— Charlotte Beyer, founder, Institute for Private Investors