Mindful Money Master
The latest episode of The Everyday Millionaire Podcast is now online!
I think that there’s levers we can pull, that actually help people. I don’t think being market focused or looking at the last six months or three years’ performance are levers we can pull to help people. Planning, proper kinds of goal setting and figuring out what’s really important, and prioritizing those things actually helps people get what they want, helps them feel more secure that their future will have more of what they want.” – Jonathan DeYoe
Jonathan DeYoe has been a California-based financial adviser for 25 years. He managed investments at a variety of Wall Street companies before founding his own independent financial planning firm in 2002. He and the Mindful Money team, work one on one with three hundred families and foundations. 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 is 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. He also authored a book called “Mindful Money” which offers simple practices for reaching our financial goals and increasing our happiness dividend. Jonathan is a 25-year meditation practitioner and lives in Berkeley with his wife and two children.
In this episode, Jonathan shares his story of buying his first stock at the age of nine, what drove his early money mindset and what transitioned for him to where he is today. Jonathan talks about his training, not only in finance, which set a real foundation upon which to later create Mindful Money. Listen in as Patrick and Jonathan discuss the concept of mindfulness, “recency bias”, financial illusions, and Jonathan’s insightful perspective on real wealth and making a positive difference for his clients.