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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 24, 2022 Thumbnail

Weekend Reading | Saturday, December 24, 2022

Life Is Hard. And That’s Good | Surrendering Isn’t Giving Up: Why We Need to Accept What’s Happened | The Psychology of Prestige: Why We Play the Social Status Game | Overcoming the Myth of Separateness | 6 Conversations About Money to Have With Your Family Over the Holidays

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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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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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[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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[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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Podcast: The Pursuit of Learning | Reach Your Financial Goals and Increase Your Happiness Dividend with Jonathan DeYoe Thumbnail

Podcast: The Pursuit of Learning | Reach Your Financial Goals and Increase Your Happiness Dividend with Jonathan DeYoe

Clint Robert Murphy of The Pursuit of Learning podcast interviews Jonathan K. DeYoe on how to save, invest, pay off debt, and fund our retirement and goals by creating a lifetime income stream and how to develop a unique financial plan based on our most cherished values.

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5 Biggest Financial Mistakes On The Path To Financial Independence Thumbnail

5 Biggest Financial Mistakes On The Path To Financial Independence

I have been in financial services for over 2 decades, and there are 5 things I see (over and over) that take people away from their financial success. They are: Spend > Earn; Retire too early; Panic sell; Excited buy; No planning. We have designed two offerings to solve for these 5 mistakes.

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[VIDEO] Taking Off the Mask Podcast | E102: Brothers and Uncles - with Jonathan DeYoe, Author, Investor, Educator, & Financial Advisor Thumbnail

[VIDEO] Taking Off the Mask Podcast | E102: Brothers and Uncles - with Jonathan DeYoe, Author, Investor, Educator, & Financial Advisor

Leading with heart & boosting the vulnerability even more: Ashanti Branch talks with Jonathan DeYoe about men dealing with fear & anxiety, vulnerability & grief on this episode of Taking Off The Mask.

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No Account Minimum (Part 2): Membership and Workshops Done-With-You (DWY)  Thumbnail

No Account Minimum (Part 2): Membership and Workshops Done-With-You (DWY)

These issues of “account minimums” and who has access to advice have been on my mind for years. They are the main drivers for both the book and the education courses. It was a conversation, about 6 months ago, with a business coach that helped the rest of my platform take shape.

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No Account Minimum (Part 1): Education For Do-It-Yourself (DIY) Financial Planning Thumbnail

No Account Minimum (Part 1): Education For Do-It-Yourself (DIY) Financial Planning

Last week I talked about account minimums in financial services. My stated concern was that 80-85% of the US population doesn’t have access to independent, objective advice from a qualified fiduciary to answer their questions. I believe this is a problem, and I believe the problem is solvable.

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Weekend Reading | Saturday, August 13, 2022 Thumbnail

Weekend Reading | Saturday, August 13, 2022

Thinking About Reaching Out to Someone? Science Says Do It | Before You Fly The Nest: Advice For Kids Heading to College | An Ancient Technique Can Improve Your Attention Span | Occam’s – How Buffer Assets Might Be Able to Help Your Retirement | How Much Money Do People Need to Be Happy?

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Personal Finance Is Too Big; Where Do I Start? Thumbnail

Personal Finance Is Too Big; Where Do I Start?

Because our educational system teaches next to nothing practical about personal finance, there are usually two ways people come to the idea of personal financial education. Either they are in a crisis of a particular kind, or they are finally realizing that some general financial education would be helpful as they go about their regular lives.

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The Market and Economy in Q2 2022: Perspectives and Principles Thumbnail

The Market and Economy in Q2 2022: Perspectives and Principles

The best way to completely destroy any chance for lifetime investment success has historically been to sell one’s quality equity portfolios in a bear market. In Warren Buffet’s words, it is wise for investors to be “fearful when others are greedy, and greedy when others are fearful.”

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