“Difficult to see, always in motion is the future.”  -Yoda To my fellow Berkeleyans and other Bay Area residents, the headlines about the decline of American democracy are getting downright scary. I have begun to hear questions about how this might affect the economy and markets. It’s probably a good time to return to our

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ABOUT THE EPISODE Jennifer Gligoric sits down with Jonathan DeYoe, financial advisor and author of Mindful Money, to discuss his new book and talk about wealth-building practices and how to build generational wealth.  He discusses how to apply your mindfulness and what assets you to prepare for the future financially.  Jonathan has a goal focus

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As many of you know, my son – Eli – is a musician. You can see his work – both covers and originals – on his Youtube channel. About a month ago, he was listening to Coney Island, a Taylor Swift song featuring Matt Berninger (of The National), when I heard the following lyric in

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3.9% The latest employment numbers were worse than expected… but that didn’t stop the aggregate unemployment numbers from falling below 4% for the first time since the beginning the pandemic. And the year just past, we saw almost 6.5 million jobs created – the most jobs ever created in a single year. From the BLS

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2021 saw more than its share of major headlines. I’ve read probably 10 “Best of 2021″ headline lists, and I’d like to add my own effort – with a little different spin. Here are a seven 2021 headline highlights that shouldn’t have been… A mob stormed the capitol to overturn a presidential election, but had little

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Bob and I had a great conversation about what gets in the way of our personal growth (and financial success) and how mindfulness can help us reach better outcomes. Skip to: [3:45] Staying focused on what’s important to you. [6:31] “The thing you don’t have is the thing you covet” [10:19] The desire to be

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I have never been comfortable talking about what we do in the community. My parents taught me two important lessons about charity/philanthropy. First, you help those in need, full stop. Second, you don’t run around telling people how great you are for helping. Those have been my marching orders. A decade ago, our advisory council told

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Wesley and I talk about two things that are always true about personal finance. And, we discuss the difference between wealth and mindful wealth. We have a tendency, upon attaining wealth, to seek to protect it and keep it (this can make a lot of sense when resources are scarce). Sometimes this ends in separating

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Thanks, Chris, for having me on the Next-Level Income Show. I think we covered it – the critical importance of knowing your own values at the beginning, the incredible value of having (and following) a plan, the very limited utility of using headlines for your investment decisions, the advantages of truly “passive” investing (no phone

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