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Thank you David for a great interview! We talked a lot about Mindful Money’s focus on behavioral wealth advising, financial planning and education, and how my personal meditation practice ties in to each of the above. SKIP TO: Goal-Focused & Planning Driven [00:42] I refer to everything we do as “behavioral wealth advice.” What that

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Team Mindful Money discusses the current state of the market during the COVID-19 era.

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Team Mindful Money discusses the pandemic from a health perspective as well as the economy and plans for re-opening.

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Team Mindful Money discusses the current state of the market during the COVID-19 era.

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This is perhaps the most concise interview I’ve ever done! Thank you, Professor Pete, that was a lot of fun. Description: Do you lead with humility and mindfulness? 6 questions. 7 minutes. Pure insights: Humility and mindfulness are more powerful to creating impactful outcomes than guesswork. Wise words from Jonathan DeYoe, President of Mindful.Money (https://mindful.money/)

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Team Mindful Money shares resources such as the “financial love letter” and financial vault, and responds to questions posed by participants.

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Listen to Jonathan DeYoe’s thoughts on COVID-19 and how it’s affecting our community and the markets, as well as his thoughts on what our next steps might be.

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Team Mindful Money discusses why goal-focused planning is at the core of their philosophy, and provides examples of how the philosophy withstands life’s messiness.

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