Mindful Money Blog

The boring approach to investing means more peace of mind and less stress. Isn’t this what you wanted to begin with?

Travis Chappell of the Build Your Network Podcast interviews Jonathan DeYoe on How Money and Mindfulness Work Together.

Shalom Klein of the Get Down to Business Podcast interviews Jonathan DeYoe of Mindful Money about the importance of having goals and getting the financial education you need.

This is a detailed issue that pushes you in one direction while pulling in another at the same time. Depending what you choose, you may maintain low property taxes, but sacrifice stepped-up basis. Or, you may keep your stepped-up basis, but your family would lose the low-assessed value for property tax purposes.

Inflation is a reality in all economies and generally occurs due to either "cost-push" or "demand-pull." Here is a brief overview of the two types of inflation and why you should plan for them in retirement.

Money is messy. Tune in to today’s show to help sort through the basic things that we need to do to live simply and with a little bit of joy while managing our wealth.

What do you think of when you hear the words financial advice? Many people imagine a salesperson who pushes products and only cares about padding his or her own pocket. But this is a major misunderstanding.

Financial planning is not about money and the real benefits of financial planning are not financial. At its best, financial planning is about building futures, protecting families, creating legacies and encouraging clients to pursue their passions. Jonathan DeYoe does his best work in the place where Love and Money overlap.

Age demographics are shifting. People are living longer than ever before, and we’re stressing our global health and retirement systems as a result. What will happen to public resources and to our own personal savings when we live to 100?

The financial industry is dominated by a “beat-the-market” attitude that infects everyone, but is ineffective. Being mindful will lead to far better investment experiences and outcomes and less financial anxiety.

Jonathan DeYoe has been a financial advisor in the SF Bay Area for over 20 years. He’s had a front-row seat to an unprecedented explosion of wealth. Here are his 10 best pieces of money advice.

In this interview we talked about the challenges of our reactions to what is going on in the world, and how practicing non-reaction (mindfulness) is key to alleviating the massive amount of problems those reactions can create for us both in our personal and financial lives.

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 helps us to accept without judgment and keep us on track with our financial goals.

In this interview, we talked a lot about what our culture gets wrong about financial planning, the best way to approach investments, and rethinking our definitions of success.

What if all you had to do was surrender to the fact that you can’t control everything? What if this one small mindset shift allowed you to stop worrying so much about money?

There are lots of reasons that we shouldn't mix up our portfolio over politics or let our politics overrule our investment disciplines. As an intro to our October 19th client event - here are 3 of them.

In this interview we explore the path towards accomplishing the ever-allusive goal of true financial freedom, including the "4 Ps of finance" and how to use them to accomplish your goals.

Team Mindful Money discusses leading economic indicators, job numbers and unemployment, as well as the Bay Area real estate market and how the election will affect the markets.

On this show, we talked about the value of impartial financial literacy and where to find it as well as what to avoid, the value of community as well as simplicity with Jonathan DeYoe, CPWA, AIF, author, speaker and Founder of Mindful Money. Listen to learn why shiny objects and hot takes are the enemy of your financial plan!

In this interview we reflect on our love/hate relationship with money, and how, while having more money certainly does not equal happiness, why having both money AND happiness should always be the goal. We also took a deep dive into what I consider the "3 secrets to retiring wealthy."