For Individuals & Small Business Owners Who Want an Easy Retirement Blueprint for a Reliable & Truly Passive Income...

online presentation

How To Quickly Create And Confidently Manage A Simple, Stress-Free Retirement Plan Using Our "Mindful Portfolio" Regardless Of Your Age Or Investing Experience.

...without paying expensive advisor fees or taking unnecessary risks.

  • 60 Minute Presentation + Q&A
  • Tuesday, February 27th, 2024
    10:00 AM PST


What You’ll Get by Attending the Live Presentation

  • Find out how you can successfully plan for retirement regardless of your age.
  • Discover the “Mindful Portfolio” and how to use it for a stress-free retirement.
  • Learn why 95% of you should not be giving your hard-earned money to financial advisors and fund managers.
  • Uncover your “Financial Independence Number” and sleep well knowing you’re on the right track for a comfortable retirement.

This is a live look “under the hood” at my simple retirement blueprint which you can use to build your own retirement plan that doesn’t require you to be an expert, pick stocks, hire expensive advisors, or take unnecessary risks.

What Others Say About Jonathan DeYoe And Mindful Money

“Mindful Money provides a commonsense and inspirational framework that serves as a road map to happiness and offers a thoughtful reassessment of how money is just a tool, not the destination.”

Burt White

Managing director, and Chief Investment Officer of LPL Financial

“[DeYoe’s] advice is solid, his delivery is assured, and his claim of discovering the key to happiness is surprisingly plausible.”

Publishers Weekly

Meet Jonathan DeYoe

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.

I look forward to sharing my Mindful Money strategies with you during this presentation!