POPULARITY
Hosted by jonathan deyoe
4 episodes with jonathan deyoe
2 episodes with jonathan deyoe
2 episodes with jonathan deyoe
2 episodes with jonathan deyoe
2 episodes with jonathan deyoe
2 episodes with jonathan deyoe
2 episodes with jonathan deyoe
2 episodes with jonathan deyoe
This powerful clip from THINK Business LIVE with Jon Dwoskin and Jonathan DeYoe, Author of Mindful Money, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Jonathan DeYoe: Website: https://mindful.money/ Twitter: https://twitter.com/MindfulMoney_Ed Instagram: https://www.instagram.com/mindfulmoneyplan/ Facebook: https://facebook.com/MindfulMoneyPlan LinkedIn: https://www.linkedin.com/in/jonathandeyoe/ YouTube: https://www.youtube.com/c/mindfulmoney *E – explicit language may be used in this podcast.
This powerful clip from THINK Business LIVE with Jon Dwoskin and Jonathan DeYoe, Author of Mindful Money, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Jonathan DeYoe: Website: https://mindful.money/ Twitter: https://twitter.com/MindfulMoney_Ed Instagram: https://www.instagram.com/mindfulmoneyplan/ Facebook: https://facebook.com/MindfulMoneyPlan LinkedIn: https://www.linkedin.com/in/jonathandeyoe/ YouTube: https://www.youtube.com/c/mindfulmoney *E – explicit language may be used in this podcast.
What does it mean to be truly wealthy? Is it just about accumulating money, or does it encompass something deeper and more holistic? Join hosts Terrie Schauer and Jonathan DeYoe on The Mindful Wealth Podcast as they welcome Dr. Felecia Froe, founder of Money With Mission, to explore this profound question. Dr. Froe shares her transformative journey from practicing medicine to becoming a social impact real estate investor. She reveals the powerful intersection of financial success and social good through her innovative projects like Oasis Fresh Markets and the FreshRx program. Listeners will gain insights into the importance of financial literacy, the challenges women face in wealth-building, and how private capital can create lasting community impact. Tune in to discover how to align your financial goals with a greater purpose and redefine what true wealth means for you. 00:00 - Introduction and Background 06:04 - Defining True Wealth 12:18 - Social Impact Investing 21:03 - FreshRx Program and Food as Medicine 28:40 - Challenges and Opportunities for Women in Wealth 34:56 - Empowering Communities through Private Capital Key Quotes: "Women often lack confidence in financial matters, but it's crucial to start asking questions and learning." - Dr. Felecia Froe "True wealth is aligning all aspects of my life, not just financial success." - Dr. Felecia Froe Connect with Jonathan & Terrie! Jonathan DeYoe - LinkedIn: https://www.linkedin.com/in/jonathandeyoe/ Terrie Schauer, PhD - LinkedIn: https://www.linkedin.com/in/terrieschauer/ Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission
What does it mean to be truly wealthy? Is it just about accumulating money, or does it encompass something deeper and more holistic? Join hosts Terrie Schauer and Jonathan DeYoe on The Mindful Wealth Podcast as they welcome Dr. Felecia Froe, founder of Money With Mission, to explore this profound question. Dr. Froe shares her transformative journey from practicing medicine to becoming a social impact real estate investor. She reveals the powerful intersection of financial success and social good through her innovative projects like Oasis Fresh Markets and the FreshRx program. Listeners will gain insights into the importance of financial literacy, the challenges women face in wealth-building, and how private capital can create lasting community impact. Tune in to discover how to align your financial goals with a greater purpose and redefine what true wealth means for you. 00:00 - Introduction and Background 06:04 - Defining True Wealth 12:18 - Social Impact Investing 21:03 - FreshRx Program and Food as Medicine 28:40 - Challenges and Opportunities for Women in Wealth 34:56 - Empowering Communities through Private Capital Key Quotes: "Women often lack confidence in financial matters, but it's crucial to start asking questions and learning." - Dr. Felecia Froe "True wealth is aligning all aspects of my life, not just financial success." - Dr. Felecia Froe Connect with Jonathan & Terrie! Jonathan DeYoe - LinkedIn: https://www.linkedin.com/in/jonathandeyoe/ Terrie Schauer, PhD - LinkedIn: https://www.linkedin.com/in/terrieschauer/ Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission
Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don't know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can't outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampJoin me, Jonathan DeYoe, on a journey of financial acumen in the latest episode of Mindful Money, where we unravel the secrets to amassing wealth in the face of global economic tremors. With a deep dive into the remarkable resilience of profit-driven corporations, like the hotel behemoth Marriott International, we illuminate how they navigate through storms like the COVID-19 pandemic with strategic finesse and emerge even stronger.In this episode, we discuss the art of placing money where it belongs, and how to extract the utmost value from life. We share stories that exemplify the power of informed financial decisions and the profound impact of possessing an 'adult memory' of financial history. This episode isn't just for seasoned investors; it's a clarion call to artists, authors, entrepreneurs, and advisors alike who yearn for financial serenity and aspire to enrich their lives beyond measure.This discussion promises to arm you with the investing strategies necessary for profitability and financial security in today's world of burgeoning government debt. My heartfelt appreciation goes out to every listener joining us on this journey. Your time is precious, and I'm honored to share these nuggets of wisdom that could very well be the compass guiding you to your financial North Star.So tune in to Mindful Money, and let's discover how to preserve and flourish our wealth, even amidst global crises.
As a Lutheran seminarian turned Buddhist academic turned financial advisor, Jonathan DeYoe is always bridging money and life. He believes that anyone can experience a vibrant, financially successful life by developing a few important beliefs and following a few simple practices. He does his best work teaching these beliefs and practices in spaces where love and money overlap. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Jonathan DeYoe: Website: https://mindful.money/ Twitter: https://twitter.com/MindfulMoney_Ed Instagram: https://www.instagram.com/mindfulmoneyplan/ Facebook: https://facebook.com/MindfulMoneyPlan LinkedIn: https://www.linkedin.com/in/jonathandeyoe/ YouTube: https://www.youtube.com/c/mindfulmoney *E – explicit language may be used in this podcast.
E336– Inner Voice – A Heartfelt Chat with Dr. Foojan. In this episode, Dr. Foojan Zeine chats with Jonathan K. DeYoe, CPWA, AIF, a Lutheran seminarian turned Buddhist academic turned financial adviser. He has been investing for over four decades and meditating for 25 years. DeYoe started managing investments for clients at Wall Street firms before launching his own financial planning firm in 2001. After 20 years, Jonathan merged his firm into the national financial planning firm EP Wealth. Today, Jonathan is a senior VP and partner at EP Wealth, and his Mindful Money organization is focused on financial education and coaching for folks who don't have access to traditional advice. He lives in Berkeley, California. We talked about his latest book “Mindful Investing” and what it means to be mindful in the financial realm and how to invest from that perspective. More information at: www.Mindful.Money Check out my website: www.FoojanZeine.com, www.AwarenessIntegration.com, www.Foojan.com Remember to Subscribe, Listen, Review, and Share! Find me on these sites: *iTunes (https://itunes.apple.com/us/podcast/i...) *Google Play (https://play.google.com/music/m/Inpl5...) *Stitcher (https://www.stitcher.com/) *YouTube (https://www.youtube.com/DrFoojan) Platforms to Like and Follow: *Facebook (https://www.facebook.com/DrFoojanZeine/) *Instagram (https://www.instagram.com/Dr.FoojanZe...) *Twitter (https://www.twitter.com/DrZeine/) *LinkedIn (https://www.linkedin.com/in/DrFoojanZ...)
Jonathan DeYoe is a Lutheran Seminarian turned Buddhist Academic turned Financial Advisor turned financial coach and educator. He is the author of two bestselling books - Mindful Money & Mindful Investing – and he hosts the Mindful Money Podcast. He led an award-winning San Francisco Bay Area wealth management firm focused on financial planning and client education for 20 years before merging with EP Wealth. He does his best work where Love and Money intersect. CONNECT WITH Jonathan Dee LinkedIn: https://www.linkedin.com/in/jonathandeyoe/ Twitter: https://twitter.com/MindfulMoney_Ed Instagram: https://www.instagram.com/mindfulmoneyplan/ Facebook: https://facebook.com/MindfulMoneyPlan Youtube: https://www.youtube.com/c/mindfulmoney CONNECT WITH Cedric Francis Website: https://www.lead2greatness.com/ Facebook: https://www.facebook.com/cedricbfrancis Twitter: https://twitter.com/cedricbfrancis Instagram: https://www.instagram.com/leadtogreatness/ LinkedIn: https://www.linkedin.com/in/cedric-b-francis-a0544037/ DONATE TODAY to provide resources to low income and poverty stricken communities! Website: https://www.mtsoutreach.org
Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don't know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can't outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampIn this heartening episode, I, Jonathan DeYoe, am thrilled to guide you on an eye-opening exploration of long-term investment, where we courageously confront the myths that have long clouded our financial judgment. This isn't just a lesson in diversification; it's a profound revelation in how you can become part-owner of the world's most successful companies. We'll unravel the historical fallacies that have haunted investors for decades and reveal how to see past the media's sensationalism that often warps our wealth-building perspective. Together, we'll strip away the uncertainties and empower you with undeniable truths about the stock market, transforming your perception from viewing equities as mere financial instruments to recognizing them as your stake in the businesses that are shaping our world's future. Join me in this transformative journey as we lay a new foundation for your investment beliefs and chart a path to enduring prosperity. I'm genuinely excited to share with you the invaluable insights and stories from various thought leaders that have shaped my understanding of the markets. We'll delve into the compelling reasons why owning equities means so much more than just holding shares—it's about being intimately connected to the thriving pulse of global enterprise. My aim is to bolster your confidence, especially as we face the challenges of 'the gathering darkness', and to help you navigate the future with clarity and conviction. By the end of this episode, you'll feel a renewed sense of ease and purpose in your investment strategy, armed with the knowledge that your financial future is backed by the rational, profit-seeking endeavors of the world's greatest companies. So, don your captain's hat, and let's set sail into the vast and rewarding seas of global stock ownership. Your adventure towards financial enlightenment starts here, and I can't wait for you to join me.
Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don't know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can't outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampIn this enlightening episode of the Mindful Money Podcast, host Jonathan DeYoe is joined by Jennifer Dazols of Modern Family Finance for a deep dive into the intersection of personal finance and individual values, with a particular focus on the unique financial planning needs of women and the LGBTQ+ community. As Jonathan shares his own transformative journey from tech to finance, influenced by his immigrant parents' wisdom, the conversation uncovers how to align wealth with personal happiness and reduce money's dominance in life. Jennifer sheds light on the specific challenges and strategies pertinent to diverse families and lifestyles, while also offering universally applicable financial advice. Together, they empower listeners to craft a financial plan that is not only inclusive and specialized but also reflective of their deepest values and aspirations, making for a must-listen episode for anyone seeking to shape their wealth with intention and inclusivity.
This week we interview Jonathan Deyoe about mindful money and 5 tips that you can use today for better financial health. For more information, visit the show notes at https://moneytreepodcast.com/mindful-money-jonathan-deyoe Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast
Tune in LIVE weekly to the upbeat, positive lifestyle broadcast where producer and host Cynthia Brian showcases strategies for success on StarStyle®-Be the Star You Are!®. Available wherever you listen to your favorite programs! What is PTSD and how can you screen for it? What are the causes, symptoms, and treatments? According ti the National Center for PTSD, six out of every 100 people will experience post-traumatic stress sometime in their life. Jonathan DeYoe invested a small sum in stocks at a young age — and then watched his money grow. Now a financial adviser and longtime meditator, he understands that stress plagues many would-be investors, and he has seen countless people make investment decisions driven by fear and wishful thinking. In his new book, Mindful Investing: Right Focus, Better Outcome, Greater Well-Being, JDeYoe offers accessible strategies for new or well-established Investors. With simple, evidence-based methods that don't rely on gimmicks or constant portfolio maintenance, Mindful Investing takes away the anxiety to help you reach financial prosperity and personal well-being. How long should you keep tax files? This is a question that haunts everyone as they attempt to maintain accurate records without cramming their closets. How many years can the IRS go back to you for an audit? Find out the facts. Follow StarStyle®: https://www.StarStyleRadio.com https://www.instagram.com/starstyleproductions/ https://twitter.com/cynthiabrian https://thestarlady.wordpress.com https://substack.com/@cynthiabrian
Tune in LIVE weekly to the upbeat, positive lifestyle broadcast where producer and host Cynthia Brian showcases strategies for success on StarStyle®-Be the Star You Are!®. Available wherever you listen to your favorite programs! What is PTSD and how can you screen for it? What are the causes, symptoms, and treatments? According ti the National Center for PTSD, six out of every 100 people will experience post-traumatic stress sometime in their life. Jonathan DeYoe invested a small sum in stocks at a young age — and then watched his money grow. Now a financial adviser and longtime meditator, he understands that stress plagues many would-be investors, and he has seen countless people make investment decisions driven by fear and wishful thinking. In his new book, Mindful Investing: Right Focus, Better Outcome, Greater Well-Being, JDeYoe offers accessible strategies for new or well-established Investors. With simple, evidence-based methods that don't rely on gimmicks or constant portfolio maintenance, Mindful Investing takes away the anxiety to help you reach financial prosperity and personal well-being. How long should you keep tax files? This is a question that haunts everyone as they attempt to maintain accurate records without cramming their closets. How many years can the IRS go back to you for an audit? Find out the facts. Follow StarStyle®: https://www.StarStyleRadio.com https://www.instagram.com/starstyleproductions/ https://twitter.com/cynthiabrian https://thestarlady.wordpress.com https://substack.com/@cynthiabrian
Jonathan DeYoe is a Lutheran seminarian turned Buddhist academic turned financial adviser. He is the author of Mindful Investing: Right Focus, Better Outcome, Greater Well-Being. Jonathan has been investing for over four decades and meditating for 25 years. DeYoe started managing investments for clients at Wall Street firms before launching his own financial planning firm in 2001. After 20 years, Jonathan merged his firm into the national financial planning firm EP Wealth. Today, Jonathan is a senior VP and partner at EP Wealth, and his Mindful Money organization is focused on financial education and coaching for people who don't have access to traditional advice. Here he and Dawson share their passion for making money part of your spiritual journey: Jonathan's background The meaning of life Meditation How money and spirituality are vital parts of life Done correctly, money isn't about piles of wealth, it's about love What money can do for our children, our communities, our later lives The definition of mindfulness Investing All investments fall into two categories: investment or renting Inflation is the real problem, the constant decline in our units of value Equities protect against inflation Dividends increase at 2 - 3 times the rate of inflation Cash and bonds aren't safer in the long run Keep your investment plans ultra simple Start with global equity portfolio Asking about the size of returns is the wrong question because we don't know the future Studies show that the more time you spend picking stocks, the less likely you are to be a successful investor To learn more about Jonathan DeYoe and to purchase his books: https://mindful.money/ For more about host Dr. Dawson Church: https://dawsonchurch.com/ #eft #meditation #money #investing #blissbrain #highenergyhealth #mindtomatter #mindfulmoney #mindfulinvesting
What's the difference between speculating and investing in real estate? In this interview, we hear from Jonathan K. DeYoe, author of the new book Mindful Investing. Jonathan also talks about some of the typical traps that investors can fall into. Terrie's kindred spirit and co-host on the Mindful Wealth Podcast, Jonathan shares how a daily mindfulness practice can transform your real estate game and prevent you from falling into some of the negative mental traps that plague investors. As a bonus, if you're overwhelmed by asset allocation, Jonathan has a chart that simplifies it all! Terrie and Jonathan explore the dual nature of real estate investing as not just a business, but also a way to generate passive income. Tune in for a dose of real estate wisdom and inspiration! What we learned from Jonathan Deyoe and Terrie Schauer in this episode: - Embracing the Dynamic Journey of Life Changes and How They Can Lead to Profound and Meaningful Shifts in Your Existence. - Unveiling the Fallacy of Precise Market Timing and the Myths Surrounding the Art of Predicting Market Trends. - Exploring the Transformative Potential of Passive Investing in Wealth Building and Financial Freedom! - Cultivating Inner Peace and Wellness Through the Art of Mindfulness Practice - Overcoming the Fear of Missing Out: Embracing Opportunities and Finding Peace in the Present Moment - Optimizing Wealth Growth and Risk Management Through Strategic Asset Allocation Notable Words From The Episode: And we're human, we make mistakes, and nothing wrong with that, but they don't learn very quickly. - Terrie Schauer You don't have to get lucky. You just follow the process, follow the process, take the emotion out of it, whether it's fear or fear of missing out, you got to remove that emotion doesn't help - Jonathan Deyoe Timestamp: [00:00] Podcast intro [01:17] Jonathan discussed his personal journey of losing his brother and how it led to a change in his career [04:44] Terrie emphasizes the distinction between speculating and investing [06:10] Jonathan differentiates between speculating and investing [10:56] Jonathan discusses the importance of a daily mindfulness practice [13:39] Terrie and Jonathan acknowledge the role of fear and the fear hurdle in real estate investing [15:25] Jonathan shares their perspective on greed and fear in the context of working with wealthy individuals and real estate investing. [18:29] Terrie and Jonathan discussed the concept of greed and its underlying motivations [22:44] Jonathan discusses a chart in the book that simplifies asset allocation [26:39] Terrie and Jonathan discussed the idea that real estate investing can be seen as both a business and a way to generate passive income. [32:09] Podcast Outro Connect with Jonathan Deyoe here: Website: https://mindful.money/ Connect with Us: Facebook Page: https://www.facebook.com/restateinvestorsclub/ Email: reic@clubimmobilier.ca Terrie Schauer's LinkedIn: https://www.linkedin.com/in/terrieschauer/ Terrie Schauer's Instagram: https://www.instagram.com/terrieschauer/
During this episode of the True Man Podcast, I talk with Jonathan Deyoe, the host of the Mindful Money Podcast. Our discussion revolved around how his participation in a men's group has profoundly enriched his life following the loss of his brother. Regardless of the challenges we may face, remember the power of community and the importance of self-care in navigating life's storms. #truemanpodcast #startyourcomebackstoryContact Jonathan:Website: https://mindful.money/ Twitter: https://twitter.com/MindfulMoney_Ed Instagram: https://www.instagram.com/mindfulmoneyplan/ Facebook: https://www.facebook.com/MindfulMoneyPlan LinkedIn: https://www.linkedin.com/in/jonathandeyoe/ Youtube: https://www.youtube.com/c/mindfulmoneyContact Mike:Call: (864) 266- 2058Email: mike@truemanlifecoaching.comWebsite: https://www.truemanlifecoaching.comOrder Mike's latest collaboration book:Cracking The Rich Codehttps://www.truemanlifecoaching.comPre-order Mike's new book:True Man True Ways, A Roadmap of Discovery to the Masculine Hearthttps://www.mikevanpeltauthor.com/Wheel of Life:https://truemanlifecoaching.com/wheeloflife
In this enlightening episode of Earn & Invest, we engage in a captivating conversation with Jonathan Deyoe, author of the groundbreaking book "Mindful Investing." Join us as we explore the intriguing fusion of Western and Eastern philosophies and how they can be seamlessly integrated to create a solid financial plan. Discover the art of aligning your financial goals with mindfulness, and learn how these timeless principles can guide you towards a prosperous and purposeful future. #EarnAndInvestPodcast #MindfulInvesting #JonathanDeyoe #FinancialWisdom #EasternPhilosophy #WesternPhilosophy #FinancialPlanning #HarmonizeWealth #PurposefulFuture #FinancialMindfulness Learn more about your ad choices. Visit megaphone.fm/adchoices
LifeBlood: We talked about what mindful money and mindful investing means, helping people who may never interact with a financial professional, the shortcomings of traditional financial wellness, and why everyone is capable of becoming an investor, with Jonathan DeYoe, Money Philosopher, podcast host, speaker, Financial Advisor, and author. Listen to learn about closing the behavior gap! You can learn more about Jonathan at Mindful.Money, Facebook, Twitter, Instagram, YouTube, and LinkedIn. Get your copy of Mindful Investing HERE Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live. Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood
In this episode of The Life Shift Podcast, Jonathan DeYoe shares his story of overcoming loss and finding hope. Jonathan's journey of grief and healing began when he lost his brother, which turned his world upside down. Throughout the episode, Jonathan emphasizes the importance of reaching out to others for support, the value of community, and the power of gratitude in finding hope and healing.Jonathan touches upon the inevitable impact of loss and its challenges, reflecting on the pressure of following life's checklist and the need to find closure and connection in the face of immense pain. Jonathan shares his journey of self-discovery and healing, finding strength in shared loss and the power of authentic relationships.The episode emphasizes the importance of being there for others and offering support in times of grief. Jonathan highlights the value of simply being present for someone, acknowledging that sometimes there are no words that can ease the pain, but the act of sitting with them can make a significant difference.Key takeaways:Facing loss and grief can be an incredibly isolating experience. However, Jonathan's story highlights the importance of reaching out to others for support during these difficult times.Jonathan's journey also illustrates the power of community and a robust support system's impact on our lives. By surrounding himself with loved ones and finding ways to give back, Jonathan was able to find hope and healing.Finally, Jonathan's story reminds us that life is precious and that we should cherish every moment. By focusing on the present and cultivating gratitude, we can find joy and meaning amid pain and loss.Overall, this episode provides a heartfelt exploration of grief, showcasing how individuals navigate through loss and find healing. It emphasizes the power of supportive relationships, open conversations, and personal growth in the grief journey. It highlights the importance of being there for others during their grieving process.Jonathan DeYoe is a Lutheran Seminarian turned Buddhist Academic turned Financial Advisor. He has been investing for over four decades and helping others invest for three. He is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. His second book, Mindful Investing: Right Focus, Better Outcome, Greater Well-Being, is available September 19, 2023. Jonathan works at the intersection of love and money.Website for Books, Courses, and Podcast Information: https://mindful.moneyAccess early-release and ad-free episodes and bonus episodes on Patreon. https://patreon.com/thelifeshiftpodcastConnect with me:Instagram: www.instagram.com/thelifeshiftpodcastFacebook: www.facebook.com/thelifeshiftpodcastYouTube: https://bit.ly/thelifeshift_youtubeTwitter: www.twitter.com/thelifeshiftpodWebsite: www.thelifeshiftpodcast.comNavigating Loss and Rediscovering Self, Journey of Hope, Financial Advising and Advice, Seeking Solace in Dark Stories, Authentic Relationships and Personal Growth Hosted on Acast. See acast.com/privacy for more information.
In this episode, we welcome Jonathan DeYoe. Jonathan combines Buddhism, academia, and advisory in a unique practice that focuses on holistic planning and becoming a better investor. The goal is to live a better life, transform relationships with money, and identify a circle of competence that improves outcomes. Sounds like a lot - but Jonathan brings it together in surprisingly tactical ways.
CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co
Why it was selected for "CBNation Architects": In this episode of I AM CEO Podcast, host Gresham Harkless interviews Jonathan DeYoe, a best-selling author and financial advisor who believes in the importance of financial literacy training. Jonathan shares his insights on the intersection between love and money and how individuals can use mindfulness practices to improve their financial well-being. Throughout the interview, Jonathan emphasizes the importance of financial literacy training and how it can help individuals make more informed decisions about their finances. He also discusses the fiduciary standard and the benefits of working with a financial advisor who is legally obligated to act in their clients' best interests. Jonathan shares his CEO hacks and nuggets, which include the importance of staying focused on the mission and being open to new opportunities. He defines being a CEO as being responsible for the success of the company and creating a positive impact on the community. Overall, the episode provides valuable insights into the importance of financial literacy training and the benefits of working with a fiduciary financial advisor. Jonathan's experience and expertise in the field make this episode a must-listen for anyone interested in improving their financial well-being. Check out one of our favorite CEO Hack's CEO Web Shop. Get your free audiobook and check out more of our favorite CEO Hacks HERE. I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today! Previous Episode: https://iamceo.co/2021/03/14/iam944-best-selling-author-believes-in-financial-literacy-training/
In this episode of Million Dollar Mastermind podcast, Host Larry Weidel is joined by Jonathan DeYoe, Senior Vice President of EP Wealth Advisors. They discuss why you should move towards something rather than moving away from it, as well as how you can financially grow instead of worrying so much!
In this episode of Million Dollar Mastermind podcast, Host Larry Weidel is joined by Jonathan DeYoe, Senior Vice President of EP Wealth Advisors. They delve into why you need to remain resilient; what the tragic passing of his brother taught him; and his unique point of view on the financial industry that not a lot of people have.
In this episode of Million Dollar Mastermind podcast, Host Larry Weidel is joined by Jonathan DeYoe, Senior Vice President of EP Wealth Advisors. They delve into the importance of knowing how to sell when starting a business; the secret to networking and retaining happy clients; and an interesting, movie-like story about a corrupt boss he once had!
In this episode of Million Dollar Mastermind podcast, Host Larry Weidel is joined by Jonathan DeYoe, Senior Vice President of EP Wealth Advisors. They discuss Jonathan's shift from finance to philosophy; the best piece of advice he received from his mentor; and why he disagreed with some of the management methods of his industry. He also explains how he got his job in the financial industry as a PhD graduate in philosophy.
Episode Type: Inspirational People In this Inspirational People interview, I'm speaking with Jonathan DeYoe, founder of Mindful Money. Jonathan has been teaching practical beliefs and helping people create order out of financial chaos for 25 years. He's a Lutheran seminarian turned Buddhist academic turned financial advisor, now bridging money and life. He believes anyone can experience a vibrant, financially successful life by developing a few important beliefs and following a few simple practices. He does his best work teaching these beliefs and practices in spaces where love and money overlap, including this podcast. Our mutual friend Toby Bloomberg (whom Jonathan recently had on his podcast) connected us and we quickly came to recognize how much we share in common. Watch or listen to our conversation below where we discuss Jonathan's backstory, systems, mentorship, how he understands the universe, his passion for personal responsibility, and his kind spirit. Connect With Jonathan DeYoe Connect with Jonathan | Twitter - Linkedin Mindful Money | Website - Instagram - Facebook - Youtube Video + Transcript For a video version and transcript, visit this link. --- Support this podcast: https://anchor.fm/sharelife/support
Today we enlist the services of a Financial Advisor. Jonathan DeYoe is going to help you increase Your Happiness Dividend. Guest Bio: Jonathan DeYoe is the bestselling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend and has led a Bay Area wealth management office focused on client education for over two decades. Guest Contact Info: Website: https://mindful.money/ Twitter: https://twitter.com/MindfulMoney_Ed Instagram: https://www.instagram.com/mindfulmoneyplan/ Facebook: https://www.facebook.com/MindfulMoneyPlan LinkedIn: https://www.linkedin.com/in/jonathandeyoe YouTube: https://www.youtube.com/c/mindfulmoney Thanks for listening to the show! It means so much to us that you listened to our podcast! If you would like to continue the conversation, please email me at allen@drallenlycka.com or visit our Facebook page at http://www.facebook.com/drallenlycka. We would love to have you join us there, and welcome your messages. We check our Messenger often. If you loved the podcast, be sure to subscribe on your favorite platform, share it with friends and leave a review! Dr. Lycka wants you to live your best life. Visit coachingwithdrlycka.com and book your Discovery call today. His bestselling book, "The Secrets to Living a Fantastic Life" can be found on Amazon.com. Get your copy today! We are building a community of like-minded people in the personal development/self-help/professional development industries, and are always looking for wonderful guests for our show. If you have any recommendations, please email us! Dr. Allen Lycka's Social Media Links Facebook: http://www.facebook.com/drallenlycka Instagram: https://www.instagram.com/dr_allen_lycka/ Twitter: https://www.twitter.com/drallenlycka LinkedIn: https://www.linkedin.com/in/allenlycka YouTube: https://www.YouTube.com/c/drallenlycka Subscribe to the How to Live a Fantastic Life podcast We would be honored to have you subscribe to the How to Live a fantastic Life show – you can subscribe to the podcast app on your mobile device. Leave a review We appreciate your feedback, as every little bit helps us produce even better shows. We want to bring value to your day, and have you join us time and again. Ratings and reviews from our listeners not only help us improve, but also help others find us in their podcast app. If you have a minute, an honest review on iTunes or your favorite app goes a long way! Thank you!
Welcome to the brand new episode of “The Conscious Living Podcast.” Today I have the pleasure of interviewing an amazingly evolved soul, entrepreneur, and dear friend and colleague, Mr. Jonathan DeYoe Jonathan DeYoe has been involved with the financial services industry for more than 25 years. Prior to joining EP Wealth Advisors in 2021 his career journey led from being a seminarian and Buddhist academic to a financial advisor.
Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money. He is passionate about spreading the values of goal-focused and planning-driven wealth management to help people enjoy better financial outcomes AND live happier lives!His personal goal is to touch 1,000,000 lives in 10 years with Mindful Money financial education courses. He has been a California-based financial adviser for 25 years. He managed investments at a variety of Wall Street Companies before founding his own financial planning firm. He's a contributor on personal finance matters for the Huffington Post, and Business Insider, among others and he has been featured in the Wall Street Journal and The New York Times.In our conversation, we discussed:Moving towards money mindfulness.Identifying what's important, what's not important.Frustrations on selling highly appreciated assets.Connect with Jonathan DeYoe:https://www.expertcresecrets.com/episode107Love the show? Subscribe, rate, review, and share!Here's How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube
We talk with Jonathan DeYoe from Mindful Money about how to be thoughtful about what are financial framework is meant to support. He takes us through his pillars of happiness and we learn how to then use them in order to create a financial plan that serves our unique goals and life.
Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and a lot more. Bio: Jonathan is a Lutheran Seminarian, turned Buddhist Academic, turned financial advisor and educator. He is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing your Happiness Dividend. He writes and talks about the intersection of money and happiness at Mindful Money – a financial education company. Jonathan is based in the EP Wealth Berkeley office, where he helps clients manage their finances and investments, with the goal of long-term happiness and well-being in mind. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
Deborah Brown-Volkman is the Founder of Surpass Your Dreams, Inc. She's a career strategist who provides both career and Executive coaching. She's written three books on getting the most for yourself out of your career and at work, as well as a couple of books about building your own business or coaching practice. She's an expert on all things career and today Deborah speaks to Jonathan about career planning, how to know if you're on the right career path, and understanding the importance of developing a vision for your career. Deborah talks at length about transparency of pay, how to know if you are underpaid and what specific steps you can take to address this critical component of your career.
Terrie Schauer is a property manager, real estate investor and property-management coach with over twenty years of experience. She holds a Masters and PhD from Oxford and a PhD. She is the leading authority on applying mindfulness principles to real estate investing, and has written the #1 bestselling book on the topic, Mindful Landlord . Today, Jonathan and Terrie discuss real estate investing, mindful wealth and the concept of getting to ‘enough.' Terrie reflects on her own entrepreneurial journey, struggling with privilege and advice she has to offer on holistic wealth, financial freedom, and investing.
A little over a year ago, advisor Jonathan DeYoe was in a healthy place; he was meditating on a regular basis, working out, eating and sleeping right. But in the summer of 2021, he tragically lost his only brother and business partner when he drowned in the Pacific Ocean. He says his life came to … Continue reading The Healthy Advisor: Rebuilding Healthy Habits After Traumatic Loss With Jonathan DeYoe →
Earning more income is one of the three crucial steps that everyone can do in order to achieve financial independence. So far this season we've talked about getting finances back in order after trauma, why getting into college increases your income potential, paths to entrepreneurship, resetting your mindset and creating a road map as well as hybrid professionalism. Today, Jonathan shares four core ways to earn more income and two ways to create liquidity. Jonathan touches on everything from asking for a raise, to reinvesting passive income to showcase how financial independence is possible.
Pleasance Silicki is an ayurvedic lifestyle counselor, holistic health coach and the author of Delight: Eight Principles for Living with Joy And Ease. Pleasance has taught mindfulness, stress management and self-care in academic, corporate and private settings and today, she and Jonathan discuss grieving, the transformational power of death, and how our culture deals with death. Pleasance speaks to the importance of honoring ritual, showing up for others who are experiencing grief and practices we can implement to better understand death.
Jillian Johnsrud is a speaker and coach within the FIRE (Financial Independence, Retire Early)community. She is also the author of Fire the Haters and achieved financial independence by the age of thirty-two. Jillian helps others chase down a life of intention and adventure on the way to Financial Independence. Today, Jonathan and Jillian engage in a rich discussion on the power of being intentional, the difference between looking wealthy and actually building wealth, and the importance of maintaining a healthy relationship with work
“I lost my brother last year… The thing that has driven me for so long - I was raised without anything - I would be damned if I wasn't going to be successful… My brother never really had that same thing. He was successful, but he was gentle, and he was just sweet, and he was always late for everything, and all kinds of things. We had totally different character sets… And now I'm questioning all those things that I had been working on.” - Jonathan DeYoe Ever Forward Club's Ashanti Branch is joined by Jonathan DeYoe. Jonathan is an author, investor, educator, and financial advisor. One of the first things that Jonathan displays to the world is his work ethic. But, importantly, Jonathan also wears his love for his brother on his sleeve. It was really difficult for Jonathan when he lost his brother a little more than a year ago. And it pushed Jonathan to make a simple, yet noble, choice - to openly release his feelings. We're excited for you to get to know this great father, uncle, and brother. (2:40) Ashanti's introduction. (5:45) Jonathan and Ashanti look back on their first meeting, and Jonathan introduces himself, his work, and his relationship with his brother. (13:00) Jonathan shares the front if his mask - hard-working, smart, good habits. (14:00) Ashanti shares the front of his mask - funny, serious, caring - and both men discuss how they struggle to tap into the fun side of their personalities. (19:30) Jonathan shares the back of his mask - anxiety, fragility, afraid. (24:15) Ashanti shares the back of his mask - fear of failure, sadness, I worry a lot - and he expresses his love for his own brother. (30:20) Jonathan and Ashanti take time to process their grief and loss. Then, they celebrate the power of men's teams, like the Mankind Project, Evryman, and Sacred Sons. (48:20) Jonathan shares a little bit about his son. (53:05) Then, Jonathan shares some final words. --- Connect with Jonathan DeYoe: Twitter: twitter.com/MindfulMoney_Ed Instagram: instagram.com/mindfulmoneyplan Facebook: facebook.com/MindfulMoneyPlan Youtube: youtube.com/c/mindfulmoney LinkedIn: linkedin.com/in/jonathandeyoe --- Create your own mask anonymously at millionmask.org If you are interested in being on the Face to Face podcast, email us at everforwardclub@gmail.com --- Connect with Ashanti Branch: Instagram: instagram.com/branchspeaks Facebook: facebook.com/BranchSpeaks Twitter: twitter.com/BranchSpeaks LinkedIn: linkedin.com/in/ashantibranch Website: branchspeaks.com --- Send in a voice message: anchor.fm/branch-speaks/message
Dr. Sarabeth Berk is the leading expert on hybrid-professional identities, author of More Than My Title and an insightful TEDx speaker. Her hybrid title is Creative Disruptor because she works at the intersection of artistry, research, education, and design. Today, Jonathan and Dr. Sarabeth discuss the work she is doing to help professionals better articulate their hybrid-professional identities and the unique value that identity offers the world.
Jonathan welcomes Harry Duran, Host of Podcast Junkies and Vertical Farming Podcast and Founder of FullCast. In this episode Harry shares his insights on what it takes to be a successful podcaster, including the importance of focus, productivity, and building relationships. Harry and the FullCast team also helped launch the Mindful Money podcast and support Jonathan in the production and marketing of these episodes.
Jonathan welcomes Matthew from the Time Value Millionaire Blog to the show to discuss the FIRE Movement, side hustles, and how Matthew turned a passion for personal finance and data into a passive income stream. Matthew is currently 13.2% financially independent and today he talks about why money shouldn't be taboo, explains Time Value Money and shares how anyone can take control of their situation and start earning more today.
In this episode, we are joined by Jonathan DeYoe, advisor of Mindful Money and the host of the Mindful Money Podcast. He discusses how he became a financial advisor, what his typical process is for working with clients, and what common threads he sees that people struggle with in their financial plans. Jonathan emphasizes the importance of mindfulness, especially in personal finance, and how it can help us increase wealth and lead more meaningful lives. [00:01 - 05:03] The Money Philosopher Jonathan shares his background Going back to the financial space Financial planning versus investment selection [05:04 - 16:21] Mindfully Saving and Investing Setting long-term goals What it means to be mindful of the path Getting the emergency fund covered and the rest gets invested How to invest in a volatile market Diversification is key [16:22 - 23:10] Scaling in a Mindful Way Getting out of the poverty mindset Why Jonathan decided to merge his business with another company Understanding your purpose Sign up now for Mindful Money's FREE Values, Purpose & Goals course! [23:11 - 24:09] Closing Segment Reach out to Jonathan! Links Below Final Words Tweetable Quotes “I don't think anybody can predict anything. So given that, planning is the tool we use. And in fact, the two tools we think that are most valuable are planning and education.” - Jonathan DeYoe “The concept of mindfulness is sort of a non-judgmental awareness of the present moment.” - Jonathan DeYoe “ Let's not judge the fear. Let's not make some kind of an assumption about what's gonna happen next, what's on the ground, what can we do to make a difference.” - Jonathan DeYoe ----------------------------------------------------------------------------- Connect with Jonathan at the Mindful Money website. Check them out on YouTube, Instagram, Facebook, LinkedIn, and Twitter. Sign up for their Values, Purpose & Goals course for FREE! Connect with me: I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns. Facebook LinkedIn Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below: [00:00:00] Jonathan DeYoe: Because of my education in sort of philosophy and, you know, mindfulness training and meditation and religious kinds of things, I think that whenever I'm on a show when I'm being interviewed, or whenever I write, that comes across the idea that, Hey, you know, there is a way to make better decisions. It's not the way that we're told all the time. [00:00:20] Jonathan DeYoe: Let's talk about the way that actually is helpful. And for some people, they go, oh, that makes a ton of sense. Let me talk to Jonathan. And when they do then that's stimulation right there. [00:00:40] Sam Wilson: Jonathan DeYoe is a Lutheran seminary intern, Buddhist academic turned financial advisor. He's also the advisor of the Mindful Money and the host of the Mindful Money Podcast. He has been investing for over four decades in helping others build wealth for the last 25 years. Jonathan, welcome to the show. [00:00:57] Jonathan DeYoe: Thanks for having me, Sam. [00:00:58] Sam Wilson: Pleasure's mine. There are three questions I ask every guest who comes in the show: in 90 seconds or less, can you to tell me, where did you start? Where are you now? And how did you get there? [00:01:05] Jonathan DeYoe: In 90 seconds or less? Where did I start? So I started off in Rapid City, south Dakota, was raised pretty poor. And so I made a, made a goal for myself to make money and to not have that problem, you know, growing up. So took a detour, studied finance in college, took a detour, studied philosophy and comparative religion ended up coming to California to be a Lutheran seminarian. The Lutheran school I was, I had agreed to go to and they had given me a scholarship. [00:01:30] Jonathan DeYoe: When I got here, they said, listen, we had a bad year last year. We don't have the scholarship money. So I went across the street to a Buddhist school and they said, yeah, we have some money. So I ended up studying, compared to religion from a Buddhist side, was there for two, three years, realized that I really wanted to practice more than I wanted to be an academic. So I meditated every day since. And started off, you know, right after I left, at Dean Witter, which became Morgan Stanley Dean Witter. You know, I was at five or six different wall street firms before I started my own firm in 2001. And so the last 20 years, building that firm until last year when I merge it into EP Wealth. [00:02:05] Sam Wilson: Wow. Wow. That's interesting. Tell me, you know, in that financial planning practice, how gimme some color on what that was? I mean, there's, the say financial planning can mean 10,000 different things to 10,000 different people. [00:02:18] Jonathan DeYoe: Yep. Yeah. It's, it's a great question. I, and I appreciate more than you probably know. So I think most people that have, that say financial planner mean investment advisor and I actually mean financial planner. I don't think anybody has the ability to guess what's happening next. I don't think anybody that can control outcomes. I don't think anybody can predict anything. So given that, planning is the tool we use. And in fact, the two tools we think that are most valuable are planning and education. So in my own personal pivot, you know, I'm, I'm working with clients on their financial plans and I go in depth on, you know, all their cash flows, incomes, outflows, all their goals, what those costs, you know, the probability of increased costs later on everything, education, we go really, really, really deep in all aspects of their financial lives. [00:03:05] Jonathan DeYoe: And what that does is it gives us the ability to make better decisions in the now. And that's, that's really what financial planning is. It isn't investment selection, it isn't market timing. And if you've got folks that are looking for better investment selection, better market timing, that's not here. And in fact it's not anywhere, but especially not here [00:03:20] Sam Wilson: That, you know, I love the idea, what you mentioned there, differentiating between what is financial planning and what is just investment selection, 'cause those are, those are two very different things. Getting someone to a point where they want to come to you and say, Jonathan, let's sit down and let's just pull the curtains back on everything and just dissect this piece by piece has got to be, the people that are willing to take the time to do that are few and far between I would imagine. Is that, is that a fair assumption? [00:03:49] Jonathan DeYoe: Yeah. Thankfully, there are many different brands of financial advisors as you sort of alluded to. And so people can find the people that fit with them and they're out there. I don't believe it's possible that someone can select a better investment or time market any better than I can. But if you believe that someone can do that for you, then, you know, I wish you the best of luck. I think that's a great thing. [00:04:07] Sam Wilson: Right. And I guess I would, the, what I was getting at was that what you provide is an incredibly valuable service to people that take the time to do it. [00:04:16] Jonathan DeYoe: Yeah. [00:04:17] Sam Wilson: What are the things that bring people to you to where they say, Hey, Jonathan, I need your help? [00:04:23] Jonathan DeYoe: Well, I, so I don't know what the thing is that stimulates somebody to make a decision to ultimately call us that that's hard for me to guess, but because of my education in sort of philosophy and, you know, mindfulness training and meditation and religious kinds of things, I think that whenever I'm on a show or when I'm being interviewed or whenever I write, that comes across the idea that, Hey, you know, there is a way to make better decisions. It's not the way that we're told all the time. Let's talk about the way that actually is helpful. And for some people they go, oh, that makes a ton of sense. Let me talk to Jonathan. And when they do then that's stimulation right there. [00:04:59] Sam Wilson: Right, right. That's really cool. I like, I like that, that answer there. Tell me, you know, when you guys dig into, or when you dig into someone's financial plan or in this case, maybe the lack thereof, what are some of the common threads you see that things you go, man, most people struggle with this, and this is how they overcome it? [00:05:19] Jonathan DeYoe: Yeah, and it's a great question. The, I think that the thing that most people do and the thing that causes the most problems that I've ever seen is we simply don't save enough. Like, we don't save enough. And how do we save more? Well, there's three different pieces of this, right? You, you earn more, you spend less. And then you sort of think longer term. So realize that right now, right now you, you're earning a certain amount and people panic about that. And I can't do anything about it. Well, you're gonna, you're gonna earn more later, almost guaranteed, right? [00:05:45] Jonathan DeYoe: You are, we are always becoming the next version of ourselves. And so we get raises, we switch jobs, we start a side gig. And, and so in terms of planning, you can think about all those kinds of things and I just, I just went through this process myself. I went back, and I don't know if you've ever done this, I went back and looked at, goals that I set 11 years ago, 10 years ago. [00:06:04] Jonathan DeYoe: And I kid you not, I beat the goals by 10. I had like five specific goals, every single one of 'em I had, I had beaten by like 5% or 10%, which, and I set 'em 10 years, you know, 10 years ago. I was 40 years old and I was like, these are crazy goals. I'm just gonna, I'm gonna really set the bar high and boom, we, we nailed them. [00:06:25] Jonathan DeYoe: And so the, the fact that you put those things on paper, that you think about them, that you write them down actually does create outcomes. You have to follow through, you've got to do the work. You got to take the time, all that kind of stuff. But if you write it down and you, you reflect on that on a regular basis. You'll get there, right? You'll get there. And I, I fully believe that. The reminder is this is what you got to do. Let's go do it. [00:06:46] Sam Wilson: Right. And I think that goes into the, into the title of your book, which is the well you, or a title of podcast or book, which one is it? You wrote a book. [00:06:53] Jonathan DeYoe: Both. [00:06:54] Sam Wilson: Both. It is a Mindful Money and Mindful Money Podcast. There it is. That's that's the topic. Your book is Mindful Money. Can you break down what that, other than just writing it down and saying, Hey, this is, this is where I want to go. What else does that mean to you? [00:07:10] Jonathan DeYoe: So. The second thing I would say, if we don't save enough, the second thing is we invest without knowing where we're, what we're investing for. So, so mindfulness, this concept, what is mindfulness? The concept of mindfulness is sort of a, a non-judgmental awareness of the present moment. And right now in the present moment, we've had two quarters of kind of volatile markets after nine years of just a wonderful upside. So, so people are actually experiencing this now. [00:07:35] Jonathan DeYoe: And, and if you're a real estate investor, you haven't experienced this kind of volatility, this kind of interest rate rise since 2008, 2009. So if you're, you know, this is kind of scary for a lot of folks, for sure. But the reality is this is a natural ebb and flow of markets. This is, this happens. [00:07:49] Jonathan DeYoe: It's normal, it's normal in equity markets. It's actually normal in, in real estate markets as well. And the mindfulness piece is realizing, okay, there's this scary thing. Let's not judge the fear. Let's not make some kind of an assumption about what's gonna happen next, what's on the ground, what can we do to make a difference. When you're thinking about somebody that has goals and dreams and things they wanna accomplish, if they've never thought about the goals and dreams and things, they're, they're behind, right? [00:08:13] Jonathan DeYoe: They, they don't, they don't know, they don't know what they're targeting, but more important than not knowing what they're targeting is they don't know how to course correct. You know, you got to know where you're going in order to know when you're not on the path. And so mindfulness is of the path, not mindfulness is knowing where I'm going, knowing that the decisions I need to make to get there and then course correcting along the way, being non-judgmental about the environment, knowing what I need to do internally, right? [00:08:38] Jonathan DeYoe: And that's the, that's very tough to get to that. But when you work with people and you sit down with them, you do the full analysis of everything you wanna accomplish. You say here's the trade offs that you need to make to make that happen. Here's the expected normal run of the mill market volatility run of the mill downside you're gonna run into, and you have to just keep doing the stuff that we said you had to do while that stuff happens. [00:09:00] Jonathan DeYoe: 'Cause that's just normal. That's par for the course. That's what we can expect. Then they meet that when you're on the path, right? So you you've made the plan. You've you've talked about the trade offs. You've told them what to expect and then they, that thing hits them, that smacks 'em in the face and then they, oh, we talked about this and yeah, we'll talk about it right then again. And we'll talk about it every six months. We'll talk about it every year. We'll keep talking about it and talking about it and talking about it and then it hits them and then they can work through it. And it's that, it's that constant message of, this is what we got to do. This is what we got to do, this, what we got to do that enables people to do it when the time comes. [00:09:32] Sam Wilson: I love it. I love it. You said one of the mistakes that you see people making is that they don't save enough. Yeah. What does saving mean to you? How, how, how would you answer this? What does saving mean to you in an environment where we see the value of especially dollars just going away. I mean, what does that, I mean, inflation is just killing savers right now. How do you save, how do you mindfully save? [00:09:56] Jonathan DeYoe: Yeah, well said, well said. So saving is, is one step in a two step process, right? Everyone has to have enough savings that is declining in value that inflation's gonna erode. [00:10:05] Jonathan DeYoe: No question about that, right, and, and it's, we're talking a lot about inflation today, but inflation has always been a fact. It's been 1.8, 2% for about 10 years. It's always gonna be coming. It's always around the corner. And you're thinking about 60 year investing lives and 30 year retirements, you're gonna face lots of inflation. [00:10:22] Jonathan DeYoe: So to this, isn't a special thing. This is something we should expect, okay? So given that, I'm always recommending saving more, but, but saving is just the first step in that two step process. Once you have your emergency fund, once you have enough sitting in cash, then you're investing it, you're seeking, you're seeking a place to put it that has the highest opportunity, right? [00:10:42] Jonathan DeYoe: And so that could be, and I know what you guys do, you know, lots of real estate, I've done a lot of real estate in my life as well. I'm a huge fan of, of just public equity markets. I'm actually a huge fan of, of private enterprise as well. I like now I invest in small businesses locally than when they, when they run into trouble. [00:10:57] Jonathan DeYoe: I invest into small tech companies where, where, you know, I might know the CEO or I might have a friend that's, that's introduced me to the CEO or something like that. I, I love that stuff. I love equity. I love business. I'm also a huge fan of real estate as a way to develop wealth. [00:11:11] Sam Wilson: I like that. So you're saying what we do first, get the emergency fund covered, get your basic, get that covered. And the rest gets invested. [00:11:19] Jonathan DeYoe: Totally. [00:11:19] Sam Wilson: Where do you see prime risk right now in investments? Be it in the, in the public markets, be it in real estate. I mean, you see a lot of different stuff come across your desk. Is there anything right now that when you see it, you just get this internal gut check of like, oh boy. [00:11:37] Jonathan DeYoe: I do. I'm not sure I'm gonna win any popularity contest with this. [00:11:41] Sam Wilson: It's okay. We're not here for popularity contest. We're here for, for honest feedback. [00:11:46] Jonathan DeYoe: So I think, and this, goes back every two, three years. There's something that comes across the pipe that is, you know, exciting to talk about. And usually, while it's exciting to talk about, it's a really dumb idea to engage, you know, back, you know, go back 20 years. I'm starting the business in the middle of the dot com world. You know, there's plenty of people that saying nothing but technology matters, nothing, but connectivity matters. This is all that matters and that's all gonna invest in. And they did really astoundingly well, you know, 96, 97, 98, 99. And in 2000, they lost 90% of their assets. Because everything chased one idea. So now it's in this last couple years, there's been a lot of chasing going on. You've had, you've had specs. [00:12:27] Jonathan DeYoe: They're they're all destroyed NFTs. They're pretty much destroyed crypto. I think crypto has a case. I'm not investing in the currency. I think there's a case long term, not in the currency, but in the blockchain. I wouldn't, I wouldn't touch the currency myself. It's just, you know, that's speculation. [00:12:41] Jonathan DeYoe: That's not investing. So for me, I like anything that's broadly diversified. You know, I like to own lots of different stuff, 'cause I think the risk is in the concentration. The risk is engaging, the exciting thing, getting too concentrated and the exciting thing when it's exciting. I love stuff that's like, okay, everybody hates this now it's probably a pretty good investment, right? Remember,, like Tesla was killing it. Ford was getting destroyed. 2022 comes, Tesla gets destroyed. Ford is killing it. That's a pretty good story. That's kind of what you can always anticipate. [00:13:15] Sam Wilson: I love, I love your statement there, that the risk is in the concentration. We're seeing that right now in the multifamily space. I mean, I don't know if you track anything in commercial real estate, you know, specifically, but the capital pouring into multifamily has just caused cap rate compression at a pace that I just can't, it's unfathomable to me. And yes, I did buy some multifamily last year. It was, I mean, it just made all the sense in the world. They were sweetheart deals and they're crushing it, but by and large, like, I just stepped out of it. I just said, man, this is, yeah. It's it just seems frothy. [00:13:51] Jonathan DeYoe: Was it, I think, Buffett said, you know, you buy the thing when it's, I, I don't remember what it was. [00:13:56] Sam Wilson: Be fearful when others are greedy, and be greedy only when others are fearful. [00:13:58] Jonathan DeYoe: Yeah. It's that, but if it's dear, if it's dear, if everyone wants it, that's you don't want that. You know, and there's plenty of in real estate specifically, in stocks, there's plenty of opportunity. Maybe, maybe it's parking lots now, you know, maybe it's not single family. Maybe it's, you know, there's so many different options of how you do it, that don't buy the thing that everyone's chasing. And right now, like the big money is all chasing multifamily. You've got, what is it? The Blackstone, right? Buying thousands and thousands of units that drives up prices makes the cash flow less good. [00:14:25] Sam Wilson: Right. Drives up prices. I mean, it's great. It's great for those of us, you know, if we're exiting. [00:14:30] Jonathan DeYoe: Yeah. If you're an owner, it's good time. [00:14:33] Sam Wilson: Yeah. It's a good time to sell that. That's absolutely right. But no, I think, I think that's really, really smart there. When you say the risk is in the concentration. I mean, do people come to you and send you, you know, opportunities they have, if they're a client of yours and say, Hey, Jonathan, here, here's an idea. Here's an opportunity to invest in something. What do you think? [00:14:51] Jonathan DeYoe: Yeah. I mean, it it's rarer. I mean, the people that are, you know, I wrote a book called Mindful Money. So the, the people that attracts first is people that aren't really interested in investing. [00:15:02] Sam Wilson: Right. [00:15:02] Jonathan DeYoe: So, they don't want to do this themselves. They want somebody to do it for them, with them, you know, hold their hand through the process. And I'm, that's what I love to do. I love, I love to actually walk people through capital markets 'cause I, I love capital markets. It's a, it's a fun place for me. [00:15:14] Jonathan DeYoe: But occasionally I have a client who will come in and say, Hey, I bet this idea. I bet this idea. Or, you know, my buddy started this company in Silicon valley, what do you think? And, and, you know, they, they run the gamut from a real estate thing to a new meta platform to a new, you know, so there's, there's so many chip companies, there's so many different things that I, that I run into. [00:15:33] Jonathan DeYoe: I actually, don't, I've only made a couple of those direct investments myself, because there's so much risk. And that, I mean, it's like 98% chance that you lose every penny you put into it, right? So again, concentrations are good. I like diversification. So I have, I have a guy that does this a hundred percent of his time. [00:15:50] Jonathan DeYoe: This is what he likes to do. And so I give him the money that I wanna invest in private enterprise. And he invests that money 'cause he invests in 60 in every fund. So that's fine. That's how I get diversification in that space. And those are out there that're available. I recommend those and I think that's, in your world, that's like syndication, right? [00:16:04] Jonathan DeYoe: So you get somebody that does a bunch of different things and you, they pool money and that enables more investments across a broader, a broader range of opportunity. [00:16:11] Sam Wilson: Yeah. Yeah. Especially, especially when you start getting into syndications that are funds where we might pull 10 assets into a single fund. [00:16:19] Sam Wilson: That's absolutely right. Tell me about this. You mentioned early on that you were raised poor there's oftentimes I feel that there are mindset shifts that you have to get over, especially I'm, I'm in your camp of growing up pretty much, yeah, pretty pretty on the poor side of things. [00:16:37] Sam Wilson: And so I'll just speak, maybe I'm maybe I'm projecting here. [00:16:40] Jonathan DeYoe: Project away. [00:16:41] Sam Wilson: It took me a long time to really get out of the poverty mindset. [00:16:45] Jonathan DeYoe: Oh, yeah. [00:16:45] Sam Wilson: It's like, oh man, this is where I come from. This is who I am. This is who I'll always be. This is the way, and my parents treated money fairly well. We just didn't have much of it, but still there, there was a lot of just getting over some of those things. Tell me, how can you contrast that upbringing and, you know, your book on, on Mindful Money and being mindful of your money? What, how do those two coincide? [00:17:07] Jonathan DeYoe: So there's actually a third point in there and we talked about it just briefly before we started. So I did, I wrote a book and there's three parts to the book. The first part of the book is all the illusions you can ignore. The middle part is the stuff that can make you, that leads to wellbeing, happiness, contentment, whatever that word is you want to use. And then the third part of the book is a plan to get there. [00:17:25] Jonathan DeYoe: So I've written a book that talks about, you know, health relationships, gratitude, generosity, all these things that we know lead to happiness, right? So I know, I know this stuff, I've read the research. I read the papers, all that kind of stuff. And it wasn't until last year when my brother died, that it really hit me that I wasn't doing it. [00:17:46] Jonathan DeYoe: Like, I wrote the book. I understand, but I was, I am still to this day, I have a poverty mindset to this day, and it's not that it holds me the way it did when I was younger. But it pops up. And you go, oh, there it is. Like, that's the thing that gets me. And I find myself worrying a lot about it all going away. [00:18:06] Jonathan DeYoe: So that's that, you know, I built the thing. I merge a thing in a larger company, I'm building more content. I'm writing, I'm teaching I'm doing all the stuff I love to do. And yet there's this thing that I'm afraid, I'm afraid that someone's gonna take it all away. It's gonna take it away. So when my brother died, it really brought home something about the way he lived his life. [00:18:23] Jonathan DeYoe: And it was, you know, he didn't mind being late to the movie. He didn't mind making you wait. He didn't mind. He didn't stress. All the things that I stress constantly. And so I'm, I'm learning to be a little bit more relaxed and, you know, it ebbs and flows. Like, I'm trying my best. And, but that man, it grips you and it shows up in places you don't expect it. [00:18:42] Sam Wilson: Yeah. It's an interesting thing. I probably didn't recognize even in myself or know that it existed. Gosh, until probably I don't even know five, seven years ago. And it's like, wait, there you are like, yeah, I have a poverty mindset and it just it's recognizing it. [00:18:57] Sam Wilson: It is a journey, you know, everybody has their own journey, but it's certainly an interesting journey to just explore. And so I was just curious how, how that worked out. One last question here for you before we sign off really curious about your business. I know we talked about this a little bit off air, but I think it's important for those who are scaling their business and thinking about ways to scale and also scaling in a mindful way. [00:19:18] Sam Wilson: We're gonna just keep playing with a mindful theme here, but you took your business and merged it with another company really so you could focus on the thing that you enjoy the most. Is that right? [00:19:30] Jonathan DeYoe: Yeah, that's absolutely right. 21 years of building a practice, I think we talked about this beforehand. [00:19:35] Jonathan DeYoe: My, my brother, when my brother died, we had plans that beginning this year. So her died middle of last year, June of 2021. He was gonna join me first quarter of 2022 and be my COO CEO. He was technology genius. He was an operations guy. He had his MBA, and I'm much better face to face with a client. [00:19:54] Jonathan DeYoe: And so I wanted to do none, none of the business management, and I wanted him to come on and do that kind of stuff. And we've been, we've been planning it. We actually started a company in 2006 that we actually shut it in 2008. So we we've been thinking about how to do this for a long, long time. So when he died, everything changes very quickly. [00:20:08] Jonathan DeYoe: And, and so I was like, okay, I know I don't wanna do this. I know I don't wanna pick the next, you know, technology tool we use. I know I don't wanna do, you know, so many things we had to think about in terms of our technology stack and I, I didn't wanna do that. So I, I had actually recently talked three years ago. [00:20:24] Jonathan DeYoe: I had talked to this firm EP wealth. And I'd gone down the road with them and I chatted with them pretty deeply. And, and I decided at that point, I'm just gonna grow this thing. I'm gonna bring my brother on. We're gonna do this together. We've always meant to do this. And so I went back to them and I went back to like 15 or 20 other companies. [00:20:38] Jonathan DeYoe: And I hired an M&A firm and said, this is, this is what my firm is doing. This is what we believe in. This is our thought process. This is our investment process. This is our planning process. You know, find a firm that's a good match and EP, you know, the people I talked to three years ago ended up to be the, the best match for me and I merged in there. [00:20:54] Jonathan DeYoe: And so now, I get to do the two things I want to do. We're six months in, so there's still some overlap. There's still some things I have to take care of, right? But I see a point in the future where I get to write and I get, do my podcast and I get to visit with you on your podcast. And I get to sit face to face with my clients and I don't have to worry about any other stuff. [00:21:13] Jonathan DeYoe: And that's for me, that's the dream. That's what I want to do. And it took 20 something years to get here. And I think this year I would've been there either way. You know, I don't, I would much have preferred doing this with Dave, but this is the world we live in now. [00:21:26] Sam Wilson: It is. Yeah. And that's, one, I'm really sorry to hear that about your brother. I can't, I can't imagine that I've got four of my own and that had be absolutely devastating. So thanks, thanks for sharing that with us. But at the same time, I think it is scaling your business. And that's the title of the, of our podcast is how to scale commercial real estate and the number of people that come on this show and not number, number of them. [00:21:48] Sam Wilson: But, but I get kind of two camps that come on. One person's gonna say, Hey, you know, we're going gangbusters. And we're gonna, we're gonna have, you know, 500 employees and, you know, own billions of dollars in real estate. And that may be exactly what life they wanna create. And then there's other people that come on and say, look, you know what I've covered. I make 250 grand a year passively, and I'm enjoying the rest of whatever it is until I decide to go back to work and do something differently. And I'm happy as a, a pig and lop. It's just very interesting. So I think, I think mindfully scaling and figuring out and building your business around the way you want it is, is a great example that you've sat for us here by, you know, partnering up and merging with another firm. So you get to do exactly what you love. [00:22:29] Jonathan DeYoe: Yeah, and I think I told you this in the, in the little email exchange we had before we sat down, but the key to that process is really understanding what you want. And that's that, that's that goals, vision, purpose, kind of a thing. And I think the course that we're gonna put in the show notes is the, is our vision course. [00:22:46] Jonathan DeYoe: And so we have a course that's free. Everyone can take it. And it's, it starts with like, what are, what are my values? What's my purpose? And then I can build goals on top of values and purpose. And that's, so many people never even go through that process. And I, I try to go through that process every single year. [00:23:00] Jonathan DeYoe: You know, I'm, I'm behind this year, but, I'll definitely pick it up again next year. But that's, that's huge. Know what's important to you, know what your purpose is, know why you're here, and then build goals on top of those two things. [00:23:09] Sam Wilson: I love it. Jonathan, if our listeners wanna get in touch with you or learn more about you or take the free course, what is the best way to do that? [00:23:16] Jonathan DeYoe: So Mindful Money is the place to find all the social media and find the website and find the courses. We have a lot of different courses that are financial education and including a financial planning course, that's, that's built basically right on the chassis of my book and all the exercises in the book. [00:23:29] Jonathan DeYoe: So people can definitely check that out. I'm hoping that we can put the, in the show notes, the link to the free course. [00:23:34] Sam Wilson: Absolutely. Yeah, we, we'll do that. We'll put that link there in the show notes. Jonathan, thank you so much for coming on the show today. I do appreciate it. Thank you so much. Have a great rest of your day. [00:23:43] Jonathan DeYoe: Thanks Sam.
After an incredible first season, Jonathan reflects on some of the incredible guests he's had the privilege of interviewing and calls out key lessons each guest shared. From life planning with George Kinder to the concept of ‘Enough' with Gary Ray and dozens of insights in between, Jonathan has shared in truly impactful conversations. Jonathan talks about how influential his brother was in his life, how he has navigated grief and what the future holds for Season Two of Mindful Money.
Money drives many of our decisions. We all worry about earning it, spending it, and saving it, regardless of our income level or spiritual perspective. Is it possible to be a conscientious citizen of the world and grow wealth? Today's guest says yes and explains exactly how! Meet Jonathan DeYoe, a Buddhist and a financial planner who wants to help you create a unique financial plan that is guided by your deepest beliefs.Jonathan is a bestselling author, speaker, financial advisor, and angel investor who has led an independent financial planning firm since 2002. He and the Mindful Money team work one-on-one with over 300 families and foundations, offering simple steps to financial success and tools to mindfully overcome our deep emotional and cognitive biases related to money. He is passionate about spreading the values of goal-focused and planning-driven wealth management so that people can enjoy better financial outcomes and live happier lives.Tuning in today, you'll discover some of the ways that you can save, invest, pay off debt, and fund your dreams by building a long-term income stream. You'll also learn more about the Mindful Money approach and Jonathan shares his advice for using money as a tool to support your lifestyle, reach your goals, and earn the “happiness dividend” everyone deserves. We touch on market volatility, cryptocurrency, selecting a financial advisor, and so much more, so make sure not to miss this thought-provoking episode with the Money Philosopher himself, Jonathan DeYoe!What you'll learn about in this episode:Insight into Jonathan's journey and what led him to explore the spiritual side of money.How the loss of his brother changed his perspective on goals and relationships.How not having good role models can enhance a scarcity mindset. Addressing generational trauma related to money.What Jonathan wants listeners to know about the Mindful Money approach.The lessons that accompany each of the three parts of his book, Mindful Money.The alternative to treating market volatility as risk: shifting to a longer-term mindset.Jonathan shares his thoughts on investing in cryptocurrency.Advice for young couples starting their financial journey together: develop a habit of savings!The importance of growing and developing your skillsets, including personal finance.Why financial advisors aren't necessarily better equipped to select investments for you.Some of the courses and resources that Jonathan offers through Mindful Money.Parting words of wisdom for listeners: stop predicting, start planning, stay mindful!
“When you think about your finances, stop predicting, start planning and stay mindful.” Jonathan DeYoe Most people have free-floating anxiety about anything to do with money. However, embracing mindfulness in financial planning allows us to include personal experiences, emotions and thoughts when making financial decisions. This is according to Jonathan DeYoe, who notes that life can be less stressful when we stop trying to solve problems that have not happened yet, and focus on what presently have. Jonathan DeYoe is a Lutheran Seminarian turned Buddhist academic turned financial advisor. He has been an investor for over 40 years and an advisor for almost 30. In 2021, he merged his wealth management practice into EP Wealth – a national fiduciary firm where he continues to work with his clients. After losing his only sibling in 2021, he wanted to return to a vision that he and his brother shared. In 2006, they had cofounded a company, Worker's Financial, to bring education, financial coaching, and tools to people who were either struggling to get started or recovering from some form of financial ruin. Jonathan speaks and writes about personal finance, wealth & culture, and behavioral wealth for news outlets like businessinsider.com and MindBodyGreen.com. He is the author of the Amazon Bestseller Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend. He has been featured in the N.Y. Times and the Wall Street Journal and he speaks locally and nationally on the intersection of money and mindfulness. Today, his company, Mindful Money, offers low-cost financial education, a DIY personal financial planning course, and group financial coaching that can enable people to put their money lives into the larger context of their total lives and build “True Wealth.” Jonathan is passionate about spreading a goal-focused and planning-driven approach to money that helps people enjoy better financial outcomes AND live happier lives. In today's episode, Jonathan speaks about the concept of mindfulness in financial planning and how he helps his clients contextualize their plans. Listen in! Media Handles; https://www.linkedin.com/in/jonathandeyoe/ https://www.linkedin.com/company/mindful-money-plan https://twitter.com/MindfulMoney_Ed https://twitter.com/DeYoeWealth https://www.instagram.com/mindfulmoneyplan/ https://www.facebook.com/JonathanDeYoe https://facebook.com/MindfulMoneyPlan https://www.youtube.com/c/mindfulmoney Book link:https://amzn.to/3674dhr I bring together non-judgmental awareness of the way things are, and knowledge about finance. The happiness factors that determine well-being, are not unique to people with the money. You can judge the choice of an expense, given the lack you see in other places, but you have to admit that you have no idea. I have this background where I meditate a lot, and I really think about the meaning of life and what makes people happy. I entered the financial world where I was an advisor and a broker on Wall Street and I realized that everyone was predicting things that are not predictable. The concept of the application of mindfulness, the non-judgmental awareness of the present moment to finance sort of became natural. I was scared and second guess myself but over time I became convinced and so it took me until I think 2019 to rename my firm Mindful Money. The reality is, you can have better financial outcomes and happiness dividends if you do this the right way, which is separating it all out and focusing on the long term. People are not capable of planning for a future that they can't imagine, and so it is important to get people out of their current self and get them thinking about a lifetime. Commercial break Majority of people who come to me are looking for wisdom around the retirement plan. The difference between us and most advisors is we tell clients right up front that because we can't predict the future, we have to make decisions around different timeframes. With regards to how or when mindfulness does come into play, we talk about ideas of mindfulness without naming mindfulness in the very beginning. The value an advisor can provide is just how people can contextualize issues in a life that's complex and has lots of moving pieces. When you think about your finances, stop predicting, start planning and stay mindful. ………………………………………………… Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you. Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe. As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more. To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.
Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money. He is passionate about spreading the values of goal-focused and planning-driven wealth management to help people enjoy better financial outcomes AND live happier lives!His personal goal is to touch 1,000,000 lives in 10 years with Mindful Money financial education courses. He has been a California-based financial adviser for 25 years. He managed investments at a variety of Wall Street Companies before founding his own financial planning firm. He's a contributor on personal finance matters for the Huffington Post, and Business Insider, among others and he has been featured in the Wall Street Journal and The New York Times.In our conversation, we discussed:Moving towards money mindfulness.Identifying what's important, what's not important.Frustrations on selling highly appreciated assets.Connect with Jonathan DeYoe:https://capitalgainstaxsolutions.com/unlocking-your-money-mindfulness-with-jonathan-deyoe/Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Todd Miller is an entertainment CEO who has extensively researched and aggressively experimented with the work-life equation for over twenty-five years. He authors the book “ENRICH” where he incorporates time-honored business processes that teach skills to create optionality, even in the most uncertain times.Todd has been featured in The Asian Wall Street Journal, CNBC, BusinessWeek, and numerous publications and podcasts around the world. He has addressed international conferences ranging from the United Nations Environment Program and the BusinessWeek Leadership Forum. At age 53, Todd has stepped back from a full-time career and is now retired on the Andaman Sea in Thailand, where he devotes his time to enriching connections with people and projects.Listen in as they discuss:Todd's background and how cash flow helps him to reach his goals.The importance of creating more than one stream of income.How to build financial securityAnd, more!Todd also shares with us the reasons behind the cash-flowing assets he acquired and why he wrote his book ENRICH.TIP OF THE WEEKMark: My tip of the week is in enrich101.com; create wealth in time, money, and meaning. Learn the enriching way of creating more control, time in your life, and many more. Check out enrich101.com and get the book Enrich!Scott: Check out the article On a Journey on Newsweek. Basically, if you want to conquer a major goal: Think big, start small, take action, and follow the steps in the article then you will achieve it.Todd: My tip is to act intentionally to create your financial security. What 75% of Americans do not do is make financial planning. Once you make that plan, take ownership with that plan, then wake up each day and ask yourself, "What can I do this day to help advance and to actualize that financial plan?" If you act with such intention, you can thank me later because the results are profound and it enables me, for example, to fast track my financial freedom. Same for anyone, but it's the question of acting intentionally and taking control.WANT TO LISTEN MORE?Did you like this episode? If so, tune into another one of our exciting episodes with special guest Jonathan DeYoe as we talk about behavioral wealth management and overcoming biases.Isn't it time to create passive income so you can work where you want, when you want and with whomever you want?
Financial planning is not about money and the real benefits of financial planning are not financial. Financial planning is about building futures, protecting families, creating legacies and encouraging clients to pursue their passions. Jonathan does his best work in the place where love and money overlap. Guest Bio Jonathan DeYoe is an author of the book Mindful money and has led an independent financial planning firm since 2002 where he and his team work one on one with over three hundred families and foundations. He has managed investments at a variety of Wall Street companies before founding his own financial planning firm. He's been a contributor on personal finance matters for the Huffington Post and Business Insider and has been featured in the Wall Street Journal and The New York Times Guest Links https://mindful.money/ Twitter: MindfulMoney_Ed Facebook: @MindfulMoneyPlan Instagram: @MindfulMoneyPlan https://courses.mindful.money/offers/ns5kb695/checkout Book Recommendations Turning Pro - Steven Pressfield War of Art - Steven Pressfield
© 2020-2025 Ivy Podcast Discovery LLC
