Thank you, Doc for an excellent conversation. ABOUT THE EPISODE Doc G of the Earn & Invest Podcasts talks with Jonathan DeYoe of Mindful Money about how to be thoughtful about what our financial framework is meant to support.  Jonathan takes us through his pillars of happiness and how to use them to create a …

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To borrow from Churchill, “The balanced (stock/bond) portfolio is the worst form of investing known to man, except for all the other forms.” All forms of investment have some kind of risk associated with them. If they did not, they would not provide the necessary opportunity for return. Riskless is the same thing as returnless. …

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Thank you, Adam for a fantastic conversation. ABOUT THE EPISODE 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 …

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When I worked in SF, I was on the 35th floor of a downtown building. On the way to work every day, I looked up at the building and I thought – “Wow, it really is a very nice building.” And I would go in through a sparkling clean lobby to a wood and mirror-paneled …

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Thursday last week, I returned home after a 7-day silent Vipassana meditation retreat at Spirit Rock. Our day started with a bell of awakening at 6:00 am and our first sit in the meditation hall started at 6:30. Our last sit in the meditation hall ended at 9:30 pm. All told, we spent about 7 …

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Stock selection is hard because leaders change hands. 25 years ago Apple was nearly bankrupt – and if it wasn’t for Microsoft’s last-minute investment, it would have gone under. Now it is the largest company in the world (by market cap). This is one reason that academics (and evidence-focused advisors like me) suggest that owning …

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I was on my podcast partner’s other podcast… this is the result!!! ABOUT THE EPISODE In real estate investing, lack of financial literacy is deadly. Investors who don’t have a fundamental understanding of basic financial concepts like risk tolerance and return expectations are destined to make costly mistakes… or worse, to go bankrupt! But it’s …

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I’m reading David Brook’s “Second Mountain.” We spend the majority of our lives – we get out of school, we build a career, we save and invest – climbing the first mountain with the goals that our culture endorses. We seek success and personal happiness. We get to the top of the first mountain, as …

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Thanks Martine for not just creating a tearful episode. I very much appreciate the opportunity to remember some of the good times with and funny stories about my brother, Dave. It was my pleasure to be your guest. ABOUT THE EPISODE Jonathan and his brother Dave had plans. Jonathan has been a financial advisor working …

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