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In this episode of Wisdom, Wealth and Wellness, host Jonathan Satovsky speaks with Joseph Wang, co-founder of SyntheticFi, about sophisticated borrowing strategies typically reserved for wealthy institutions. Joseph explains "box spreads," a financial instrument functioning like a zero-coupon bond, enabling borrowing at significantly lower interest rates than traditional bank loans. He covers key topics including tax advantages under Section 1256, risk management strategies like staggered loan rollovers, and why borrowing against assets is often preferable to selling and triggering capital gains taxes. Both guests reflect on what living a truly "rich life" means beyond financial wealth.
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 Satovsky, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.
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Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA, CDFA, DACFP
Satovsky Asset Management, LLC
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https://www.satovsky.com
The information provided in this podcast is for general informational purposes only and should not be considered as financial, investment, legal, or tax advice. Listening to this podcast does not create an advisor-client relationship. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a professional advisor for advice specific to your situation. Satovsky Asset Management is a registered investment advisor with the SEC.
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