During his run for President, Joe Biden released a 110-page document to shed more light on his economic plan.  I wanted to explore what the implications might be on your retirement. I’m not making any assumptions, but given that Trump’s re-election would yield more of the same chaos, I wanted to imagine what the next

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Jonathan DeYoe has been a financial advisor in the San Francisco Bay Area for over 20 years. He has had offices in Palo Alto and San Francisco and founded Mindful Money in Berkeley, CA. Working in Silicon Valley and San Francisco for multiple Wall Street firms before founding his own firm in 2002, he’s had

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In this Special Edition: Election Q&A, Team Mindful Money discusses the upcoming election and the potential impact either result may have on our economy and investments.

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Tyler, totally agree that Alan Watts is a great introduction to Western Buddhism and that his voice is soothing to the ear. Thanks for a great conversation. P.S. Careful of those 3-4 month hypnosis events! In this interview we talked about the challenges of our reactions to what is going on in the world, and how practicing

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What is “Normal” anyway? The world of COVID-19 is, at least for the foreseeable future, the reality facing us. 10 years ago, that reality was the Great Recession. 10 years from now… it’s anyone’s guess what may be happening. As a good friend of mine said, “If it’s not one thing, it’s another.” We must

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Thanks Seth. Glad we had a chance to talk about the greatest tool for better outcomes (in finance and life): mindfulness. I look forward to the next conversation. In this interview we talked about why Mindful Money focuses on goal-focused and planning-driven decisions, why you can’t add more happiness with more money, and how mindfulness

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Chad, I LOVE the snippet you pulled out as the intro. “The key is consistency, not brilliance.” Thanks for a great conversation. In this interview, we talked a lot about: What our culture gets wrong about financial planning The best way to approach investments Rethinking our definitions of success ABOUT THE B2B REVENUE EXECUTIVE EXPERIENCE

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You’ve probably heard it in the news. Social Security is doomed. The chickens are coming home to roost and the politicians are asleep at the wheel. The financial blogs say so, the financial media pundits say so, and the speakers at those dinner seminars have been sounding the warnings for decades. Everyone is scared the

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The coronavirus is still very much with us, as is much of the economic dislocation occasioned by the virus and accompanying lockdowns. We are closing in rapidly on a number of vaccines. But it may be quite some time before most of us will have access to them, and there will inevitably be frustration in

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