Podcast appearances and mentions of Jonathan K Deyoe

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...)

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/ 

We talk to financial advisor, Jonathan K. DeYoe, about how mindfulness is key to reducing the likeliness of making mistakes when it comes to investing. Jonathan shares some tips and tells us more about his book, Mindful Investing: Right Focus, Better Outcome, Greater Well-Being. Find out more at mindful.money and Jonathan's free course. Connect on X(Twitter), Instagram, Facebook, and YouTube channel. You can find Jonathan on LinkedIn.

Money cannot purchase happiness. Yes, it simplifies the other tasks by smoothing out some of the rough spots. However, it is not the determining factor of happiness. Instead, money influences many of our choices. We are all concerned with earning, spending, and saving money, regardless of our income level or spiritual beliefs. Yet few of us comprehend the fundamental essence of money. Today's guest, Jonathan K. DeYoe, tells us how to save, invest, pay off debt, and fund our retirement and goals by creating a lifetime income stream and how to develop a unique financial plan based on our most cherished values.Jonathan DeYoe is a best-selling author, public speaker, financial consultant, and angel investor. Moreover, he is a Buddhist practitioner. His basic underlying message restores order and tranquility to our financial life by bringing order to the economic chaos. He highlights in his book 'Mindful Money' that money is a tool that can be used to sustain your lifestyle, achieve your goals, and earn the "happiness dividend" that everyone deserves. Jonathan is always bridging the gap between money and life. He believes everyone can live a vibrant and financially successful life by adopting a few essential principles and basic behaviors. Also, he teaches these attitudes and behaviors most effectively in places where love and money intersect.[00:21] Background - Sharing what motivates him at the moment, he recalls his relationship with his younger brother. [11:26] Buddhist Philosophy - Jonathan recounts his background and describes how he was introduced to Buddhist philosophy and mindfulness. [15:15] Four things – Jonathan presents a high-level summary of the topics covered in his book, condensing them to four points. [21:30] Illusions – Jonathan mentions some of the things we should be searching for, which distract us from what truly matters, and the questions we should ask ourselves to dispel our illusions. [34:11] Cultural Impact – Jonathan talks about the relationship between investing and culture. In addition, while presenting three collations, he shows how to escape the illusion created by tremendous rivalry and incessant marketing and why they trap people. [43:44] The Buddha, The Dhamma, and The Sangha – After describing the appearance of the Buddha of Money, Jonathan connects finance to Dhamma and Sangha. [46:44] Dangers of Living By Default – Regarding saving and investing money, Jonathan discusses living by design instead of by default.[53:55] Retirement Planning – Jonathan points out in broad terms how people should make a plan for their future, commencing with their present situation.[01:13:44] Prerequisites - Jonathan outlines the initial steps in developing a financial plan. [01:18:20] Advice – Jonathan discusses some tips he gives teenagers and individuals in their twenties for creating a savings habit. [01:23:53] Emergency Funds – Jonathan describes emergency funds' purpose and what they are. Also, he shares his views on psychology versus financials.[01:30:50] Life Planning – Jonathan highlights the importance of health and relationships in determining an individual's level of happiness. [01:42:22] Never Overcomplicate – Jonathan emphasizes the need to keep investing simple through asset allocation, diversification, and rebalancing.Resources:Connect with Jonathan:LinkedIn: linkedin.com/in/jonathandeyoe/Mindful Money: mindful.money/Mindful Wealth: mindfulwealthpodcast.com/ Mentioned in the episode:Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend: good

Mindful Money & the 8 Pillars of Happiness   Take away: Money amplifies who you are, it does not necessarily change you.    Action step: Start with the mindful mind course.   Money Learnings: There's nothing practical taught about money in his educational experiences. Jonathan's parents taught him to be self-reliant.   Bio: 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.   Jonathan 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.   Jonathan 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. Highlights from this episode: Link to episode page   Jonathan's way to teach his kids about money What he meant by “wealth is having a bad moment” Inspiration on writing his book ‘Mindful Money' The 8 Pillars of Happiness  http://mindful.money Twitter: MindfulMoney_Ed Facebook: @MindfulMoneyPlan Instagram: @MindfulMoneyPlan   Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!   Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.  

Cynthia Knapp Dlugosz discusses the intersection between mindfulness and money. Key Points From This Episode Getting to know Cynthia, starting with the pivots and arc of her career. Discussing how her 20 years of mindfulness training began intersecting with pharmacy.  How the topics of burnout, resilience, and wellness have only recently gained traction. Cynthia shares her turning point from irresponsible money management to intentionality. Using the analogy of the Weight Watchers approach to get real with your spending. A step-by-step outline of how she first took control of her finances. How our relationship with money has changed in the age of automation and plastic. Defining mindfulness and how meditation trains us to live in the present moment.  The various purposes and ways meditation can be practiced. Debunking a common misconception about meditating. Exploring different ways to use breathing as an anchor for your attention.  How mindfulness meditation is like a bicep curl. How being present and mindful is key to making the right decisions with your money. Peeling back the onion of our emotional baggage and unconscious script around money. The importance of acknowledging our underlying fears and getting curious about them. Dealing with the changing goalposts on the question, “Do I have enough?” The concept of hedonic adaptation; we get used to what we already have.  Setting yourself up with a solid foundation and then giving yourself permission to spend. Cynthia shares some resources from her website, and some exciting future offerings!  Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Book a free Discovery Call with YFP Planning Create a Comprehensive Estate Plan with Thoughtful Wills ASHP NACDS ASCP Join APhA - Get 25% Off Your Membership with Code: YFP headspace Omega Institute Jon Kabat-Zinn Mindfulness Based Stress Reduction The Pema Chödrön Foundation Thich Nhat Han Sharon Salzberg Jack Kornfield Your Financial Pharmacist Weight Watchers Jenny Craig Cynthia Knapp Dlugosz Pharmacy Work/Life Matters Sign up for the Pharmacy Work/Life Matters Newsletter Your Financial Pharmacist Disclaimer and Disclosures Cynthia's Recommended Books Dollars and Sense: How We Misthink Money and How to Spend Smarter by Dan Ariely and Jeff Kreisler Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend by Jonathan K. DeYoe Mind over Money: The Psychology of Money and How to Use It Better by Claudia Hammond The Art of Money: A Life-Changing Guide to Financial Happiness by Bari Tessler

Jonathan K. DeYoe AIF & CPWA is an Expert Financial Advisor, Best-selling Author, Speaker & Angel Investor.  He’s joining us to offer an alternative way to halt the cycle of worry and panic around financial planning at this time.   Jonathan has appeared in: The New York Times  The Wall Street Journal  Business Insider & Huffington Post (As a Contributor) During the current pandemic, Jonathan’s message is clear - we do not need to panic and worry about our financial future as individuals, families and businesses.   Author of the best selling book “Mindful Money” Jonathan educates business, individuals and parents regarding how to manage the anxiety of the unknown and focus on financial factors that they can control. His message: You do not have to choose between a great financial outcome and living a happy meaningful life.  When major unexpected events hit, such as COVID-19, those who heed Jonathan's advice are prepared and are in a good position financially.  Jonathan also helps families educate their younger members to wisely manage any wealth they will inherit. He gives parents the tools to provide their children with firm financial insight that will last them a lifetime - even through uncertain times.  Mindful Money: Official Site Twitter Instagram Facebook LinkedIn Youtube

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. CONNECT WITH Jonathan K. DeYoe Website: mindful.money CONNECT WITH Cedric Francis Website: www.lead2greatness.com Facebook: https://www.facebook.com/cedricbfrancis Twitter: https://twitter.com/cedricbfrancis Instagram: https://www.instagram.com/cedric_francis/ LinkedIn: https://www.linkedin.com/in/cedric-francis-a0544037/

It's been said many times that in order to be a successful investor you've got to have the right mindset. Jonathan K. DeYoe has taken it one further. He believes that you've got to be mindful, not just in your investing but in everything you do in life. Meditation is a great aid to give clarity and help focus in on your goals. Balance in one's life is also essential. While it may sound a bit new age cliche, Jonathan has been honing his skills to help himself become successful as well as many others. When it come to mindful investing, don't knock it till you've tried it. 

It's been said many times that in order to be a successful investor you've got to have the right mindset. Jonathan K. DeYoe has taken it one further. He believes that you've got to be mindful, not just in your investing but in everything you do in life. Meditation is a great aid to give clarity and help focus in on your goals. Balance in one's life is also essential. While it may sound a bit new age cliche, Jonathan has been honing his skills to help himself become successful as well as many others. When it come to mindful investing, don't knock it till you've tried it. 

Today's guest is Jonathan K. DeYoe who is a California-based financial adviser and a longtime Buddhist. By listening in, you'll learn: -The 3 critical decisions Jonathan had to make to get his life back on track. -The connection between happiness and money. -Considerations for anyone looking to work with a financial advisor. -How to create more peace of mind when it comes to money and investing. The post AALP 205 – Mindful Money with Jonathan DeYoe appeared first on Wealth Clinic.

This week on Relationships 2.0 my guest is Jonathan K. DeYoe author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend About the book: Is it possible to be a conscientious citizen of the world and grow wealth? The author, a Buddhist and a financial planner, says yes and explains exactly how. 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. Yet few of us understand money’s true nature. Jonathan K. DeYoe helps you create a unique financial plan that is guided by your deepest beliefs, and shows you how to save, invest, pay off debt, and fund your retirement and dreams by building a lifetime income stream. With a foreword by Pulitzer Prize–winner Alice Walker, Mindful Money does all this while emphasizing that money is a tool you can use to support your lifestyle, reach your goals, and earn the “happiness dividend” everyone deserves. About the author: Jonathan K. DeYoe, CPWA, AIF, is a California-based financial adviser with twenty years’ experience and a longtime Buddhist. In 2001 he founded DeYoe Wealth Management, which works with families and institutions. He lives in Berkeley, California.

If you've ever wanted more savings in your life, and to increase your happiness dividend then do we have the Mindful Money show for you!  Today I'll be talking with Jonathan K. DeYoe, a financial adviser for over 20 years, and a longtime Buddhist. He's also the author of a brilliant book I wish I could have read at least 20 years ago, Mindful Money. And that's just what I want to talk with him about today, about simple practices for reaching your financial goals, and increasing your happienss dividend. That plus we'll talk about burger barns and humanities majors, a bluebird of unhappiness, holding coca-cola forever, the benefits of boring plain vanilla, why growing money's like growing vegetables especially when returning from Greece, going to the mall in South Dakota, 600 dollar canon cameras, and how in the world your mom intentionally raised a financial planner! Mindful Money Management Self-Improvement and Self-Help Topics Include:  When was Jonathan first introduced to money When did he make his first stock investment How'd he get interested in becoming a financial advisor How'd he end up studying Buddhism? What are four deliberate steps to mindful money management? What does it meant o awaken to what truly nourishes and fulfills us What is the “setting the itinerary” exercise? Do money gurus really have the answer? Are stock tips on TV really good? What does it really mena that past success does not necessarily indicate future results? What does boring plain vanilla have to do with anything What is volatility? Why isn't he a fan of investing in individual companies? What does it mean to invest over a very wide range? What can we learn from Warren Buffet on Black Monday? What's the big problem with gaming the market? How do we develop our vision What would our future selves tell to our younger selves What's the importance of eliminating high-interest debt What's the best way to go about it? How do we invest for retirement? How much should we have in an emergency fund? What should we teach our kids about investing and money? For more information visit: HappinessDividend.com Jonathan K DeYoe Buddhist Financial Planner on Simple Practices to Mindfully Reach Your Financial Goals! Health | Wealth | Inspiration | Motivation | Spiritual | Spirituality | Inspirational | Motivational | Self-Improvement | Self-Help | inspire For more Info Visit: http://www.InspireNationShow.com