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Learn How To Easily Set Up And Manage Your Own Retirement Plan, One That Creates A Truly Passive Income You Can’t Outlive.
The Financial Independence Bootcamp is a done-with-you, small-group education experience spanning 3 days. It includes a bundle of resources developed over four decades of experience that offers a thorough DIY approach to financial freedom. Enrollment includes:
Why The Financial Independence Bootcamp?
All individuals should have the opportunity to retire securely, to enjoy a post-retirement lifestyle of their choosing without worrying about money.
You likely know that you need to have a plan to get there. But maybe you’re not clear on how to put that plan together or are intimidated by the prospect. Maybe you haven’t come across the right guidance or tools. Maybe you don’t like thinking about your money situation at all - you’re not alone there.
The best time to have planned your retirement would have been 20 years ago, but the second best time is today. To get started, you don't need to hire an expensive financial expert or spend time learning
the stock market. You just need a simple plan with some key financial habits, and then let time do the rest.
The Financial Independence Bootcamp helps you take charge of your financial future by offering templates, tools, and a simple, low-maintenance investing system that allows you to focus on living your life, not stressing over your portfolio. I will show you how to design a “Mindful Portfolio” which can help you retire with comfort and confidence and save you potentially hundreds of thousands of dollars in advisor fees. This approach has already worked for hundreds of my clients who are now able to reach their retirement goals. I am confident it can work for you too.
It is my mission to help people thrive in their personal financial lives. I don’t want to keep the expertise I have honed after 25 years in the investment world a secret. I want to teach what I know to EVERYONE who is willing to create and stick to a plan because with sound financial planning, I believe even the smallest investors can achieve satisfaction with their own lives, and by extension connect with and contribute to their community and the world.
How The Financial Independence Bootcamp Works:
Course Agenda:
The Bootcamp will take you through three steps to set up and manage your Mindful Retirement Plan:
STEP
1
Finding Your Financial Independence Number
We always want to begin with the end in mind. The #1 question I get from people who want to know about investing and planning for retirement, regardless of their age or experience, is “How much should I save for retirement?”
So, the first thing we’ll do inside the Bootcamp is find what I call your “Financial Independence Number” using our proprietary calculator. This will allow you to know exactly how much you need to start saving in order to retire with the lifestyle you desire. Clarity is powerful.
STEP
2
Building Your Mindful Portfolio
The Mindful Portfolio is an investment plan that focuses on broad global diversification wherein your risk is spread across the entire world’s markets. The Mindful Portfolio works with a handful of low-cost, passive investments and requires minimal management to oversee.
During the Bootcamp, I’m going to recommend specific investments to make up your Mindful Portfolio. This portfolio alone, based on 25 years of investment management experience, is worth much more than your investment in the Bootcamp.
STEP
3
Managing Your Portfolio
Wouldn’t it be nice to know that your retirement income will last the rest of your life?
In this third step, you’ll learn how to make minor annual adjustments to your portfolio that take less than a couple of hours per year. That’s it!
No complex math or thinking is required. YOU can manage your money. Anyone can, with these strategies. Managing your Mindful Portfolio is all about thinking less about your money and more about living your life.
Learning this simple way of investing can save you hundreds of thousands of dollars in compounded advisor fees over the course of your lifetime.
What If The Dates And Times Don’t Fit My Schedule?
No problem, all the course materials and Q&A sessions will be recorded for you to review at your convenience. You’ll also get lifetime access to this program so even if you feel like you can’t complete your plan during the three days, you can come back at any time to finish.
While you’re encouraged to attend all the live sessions, I understand that time zone differences are a factor. You will still be able to get your financial plan in place, even if you can’t attend the live sessions.
The Financial Independence Bootcamp Includes the Following Invaluable Resources:
"Financial Independence Number" Calculator
This calculator is a tool that calculates the amount SPECIFIC TO YOU that needs to be saved in order to reach “financial independence,” or the ability to retire according to your personal goals.
People typically hire an advisor to determine this number at an average cost of $2,500. This tool makes the math easy for you to do yourself.
The "Mindful Portfolio"
Do you want a list of the specific investments I recommend? I’m going to give you that list and guide you through picking the right investments for your situation so you don’t need to worry about “what” to invest in.
“Hire the Right Advisor” E-Book
There may be times where consulting with a financial expert would be beneficial – even if you manage your own retirement investments. How do you find a good advisor when needed? One that has your best interest in mind and not their own?
The "Hire the Right Advisor" E-Book includes both my "Before You Hire An Advisor" PDF and my "Advisor Selection Checklist." Hiring the wrong person can cost you a lot of time and money. If you do hire an advisor, let's make sure you hire the right one the first time.
“Mindful Money 360°” Course
Are you asking yourself, “How can I manage my finances better so I have more money to include in my retirement plan? The Mindful Money 360° Course teaches you how to do just that.
Mindful Money 360° is an on-demand financial education program that covers everything you need to know about how to live a life of financial freedom – from goal setting and financial psychology, to managing income, expenses and debt, to taxes, retirement planning, and advanced investing. Think of it as the “Netflix” of financial education, where you can select what you want to learn as needed through all of your life stages.
Let’s Build Your Financial Freedom Plan In 3 Days!
Enroll now and your tuition investment is only $2,497. Or choose our easy installment option.
flexible
$667/mo
(for 4 months)
Make your first installment today and then be billed in 30-day increments.
BEST VALUE
$2,497
(Save $171)
One simple investment to get lifetime access.
SECURE CHECKOUT
You can trust us
The Financial Independence Bootcamp Comes With A 100% Money Back Guarantee and A “Get-It-Done” Guarantee.
We understand that You don’t really know if an online program is for you unless you review some of the content, and maybe attend a session or two. That’s why we are offering you a 100% Happiness, Money-Back Guarantee. If you are not satisfied with the content, simply send us a support email before the end of the third day and we’ll give you 100% of your money back, no questions asked.
We are also offering a “Get-It-Done” Guarantee. Our goal is for you to have a simple-to-use retirement plan in your hands at the end of the bootcamp. If you do not, we will work with you for an additional 30 days to make sure you do.
What Clients Say About Jonathan DeYoe…
“Jonathan is a financial industry expert who earned our complete trust and confidence in the first year that we knew him. We have been to dozens of his presentations and he can always explain difficult "market" or "Economic" concepts in a way that we get it. His constant stream of commentary is our "Steady Hand On The Wheel" that has kept us from making big mistakes many, many times.”
P.E.
“Sometimes life can be crazy and I wonder if I'm on the right path. Finding Jonathan DeYoe makes me confident the choices I've made have led me in the right direction. Perhaps a bit deep to write here, but Jonathan has helped us with more than just Wealth Management. He is a brilliant, optimistic guy with a keen understanding of how the world works; without a doubt, he sees the big picture. We are so, so fortunate to have found him.”
K.R.
“Every advisor ends up sounding the same as they talk about planning and investing. Jonathan transforms the client-advisor relationship by helping clients focus on their unique brand of happiness. The reality is that no one can promise better money outcomes. By creating an eco-system to enhance client happiness, Jonathan improves both financial and life outcomes.”
G.O.
Have Questions About The Program?
Below Are Some Common Questions And Answers:
Yes, this program is 100% online and accessible from any tablet, computer, or mobile device.
No problem, all the course materials and live sessions will be recorded for you to review at your convenience. While it’s encouraged for you to attend all the live sessions, I understand that time zone differences are a factor. I’ve designed the program for success even if you don’t attend live.
You’ll invest around 2-3 hours per day during the Bootcamp. You will have lifetime access to the content so even if you can’t complete your plan during the 3 days you can always complete it later.
You can get started for just $667. Afterwards, there will be three additional monthly payments of $667, for a total of $2,668 over 4 months. If you pay in full, it's only one payment of $2,497 - saving you $171.
If you don’t feel this three-day event is the best retirement event you’ve ever attended, simply send us a support email before the end of the third day and we’ll give you 100% of your money back, no questions asked.
Yes, if you attend all three Bootcamp sessions and implement what we share, you'll have a simple-to-use retirement plan in your hands within those three days or we’ll work with you for an additional 30 days to make sure you do.
Meet Your Instructor
Hi, I’m Jonathan,
As a Lutheran seminarian turned Buddhist academic turned financial advisor, I am always bridging money and life.
I’ve been investing in public markets for over four decades, in real estate for nearly three decades, and in other private businesses for over twenty years. After all this investing experience, I am passionate about a goal-focused and planning-driven (as opposed to market-focused) approach to personal finance.
As the bestselling author of Mindful Investing: Right Focus, Better Outcome, Greater Well-Being and Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend, I believe that anyone can experience a vibrant, financially successful life by developing a few important beliefs and following a few simple practices.
Thank you for coming into my world by being a part of this event. I look forward to sharing what I have learned and helping you reach financial independence!
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Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced and all accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. Personal Financial Planning and Investment Advice are offered only to clients who have signed an advisory agreement with EP Wealth, a registered investment advisor. If you have the minimum investment of $500,000 and are seeking individual advice - please contact Jonathan at EP Wealth and he will connect you with a qualified advisor.