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Mindful Money Blog



The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking (15-20 minute read) Thumbnail

The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking (15-20 minute read)

If you look hard enough, you can find stories that tell a contrasting and enduring narrative for what we truly need for a successful and meaningful life. Your story can do the same - but first, you have to know your heart. You must define what is worth seeking for you.

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Weekend Reading | Saturday, December 17, 2022 Thumbnail

Weekend Reading | Saturday, December 17, 2022

Get Rich Without Working: The Dark Fantasy of Today | Google’s Former Happiness Guru Developed a Three-Second Brain Exercise for Finding Joy | Rethinking Authenticity | Financial Regret at Older Ages and Longevity Awareness | The Three Laws of Human Behavior

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Weekend Reading | Saturday, December 3, 2022 Thumbnail

Weekend Reading | Saturday, December 3, 2022

Six New Studies That Can Help You Rediscover Gratitude | Happy Talk | Partisans Agree: Time With Family and Friends is Meaningful and Fulfilling | The 5-Hour Rule: How To Turn a Wasted Day Into a Successful One | Three Reasons Why Indexing Works and Continues to Grow

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Podcast: Earn & Invest | Acting vs Reacting - Are You Mindful About Money? with Jonathan DeYoe Thumbnail

Podcast: Earn & Invest | Acting vs Reacting - Are You Mindful About Money? with Jonathan DeYoe

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 financial plan that serves our unique goals in life.

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60/40 Portfolio Demise Talk Is Premature Thumbnail

60/40 Portfolio Demise Talk Is Premature

To borrow from Churchill, “The balanced (stock/bond) portfolio is the worst form of investing known to man, except for all the other forms.” Those people who are suggesting – based on its immediate past 1-year performance – that the 60/40 portfolio is dead are probably trying to sell something that isn’t a balanced stock/bond portfolio.

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Weekend Reading | Saturday, November 19, 2022 Thumbnail

Weekend Reading | Saturday, November 19, 2022

Expectations and Reality | Life is Too Short? Bereaved Managers and Investment Decisions | Daily Meditation May Work As Well As a Popular Drug to Calm Anxiety, Study Finds | Rupert Murdoch Knees Trump in The Balls While He’s Doubled Over Coughing Up Blood | Ballerina Music Box

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[VIDEO] Smart Money Circle Podcast | Jonathan DeYoe, Sr VP @ EP Wealth Advisors w $15.1B AUM & Mindful Money Founder Thumbnail

[VIDEO] Smart Money Circle Podcast | Jonathan DeYoe, Sr VP @ EP Wealth Advisors w $15.1B AUM & Mindful Money Founder

SVP Jonathan DeYoe joined the Smart Money Circle podcast to discuss how wellness and spirituality tie into investing your money and happiness.

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Want To Increase Your Investing Confidence? Know What You Own Thumbnail

Want To Increase Your Investing Confidence? Know What You Own

For me, worrying isn’t just a sense of anxiety. It is a push to learn more. After I did some research and learned a little bit about how earthquakes work, I wasn’t worried about them anymore (or, at least, I worried less). Earthquakes and the fear of earthquakes are a pretty good stand-in for “market volatility.”

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Weekend Reading | Saturday, November 12, 2022 Thumbnail

Weekend Reading | Saturday, November 12, 2022

The Difference Between Amateurs & Professionals | Envy, the Happiness Killer | 5 Meditations to Calm Your Anxious Mind | How to Stop Overthinking Your Relationship | 12 Lessons on Money and More From Warren Buffett and Charlie Munger

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[VIDEO] Real Estate Investor's Club Podcast | The Foolproof Path to Wealth Isn’t What You Think with Jonathan DeYoe Thumbnail

[VIDEO] Real Estate Investor's Club Podcast | The Foolproof Path to Wealth Isn’t What You Think with Jonathan DeYoe

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 not all doom and gloom — financial literacy is something that can be learned.

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Reading List Thumbnail

Reading List

Mindful Money - broadly sharing basic financial education and presenting the simple actions that enable and inspire wealth-building - is my "Second Mountain." This is the purpose of this reading list. These are the core books that have helped me establish my own set of financial beliefs and behaviors that can work for anyone who is climbing their own mountains.

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