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Mindful Money Blog



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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It’s Officially a Bear Market Thumbnail

It’s Officially a Bear Market

Historically, it seems the primary function of financial journalism (perhaps all journalism) is to scare us out of our wits. We have been reminded of this almost hourly since the S&P 500 entered official “bear market territory” on Monday, June 13th by closing 20% below its previous all-time high set in January of 2022.

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The Economy Cannot be Forecast; The Market Cannot be Timed Thumbnail

The Economy Cannot be Forecast; The Market Cannot be Timed

Yoda’s idea, “Difficult to see, Always in motion is the future,” turns out to be exactly right. There are too many variables at work on something so incomprehensible as “the economy” or “the market.” One small (perhaps even intentional) change in one variable (e.g. FED funds rate) unpredictably causes additional changes across other variables, which in turn, cause more changes and so on. Each change multiplies to create outcomes that are unknowable. The future… moves.

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Weekend Reading | Saturday, May 28, 2022 Thumbnail

Weekend Reading | Saturday, May 28, 2022

What’s the Secret to Happiness? | Mindfulness Hurts. That’s Why It Works. | This 715-Song Playlist is Scientifically Verified to Give You the Chills, Thanks to “Frisson” | How To Optimize The Energy We Put Into Financial Planning | More Evidence that Alpha Generation is Shrinking

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Mindful Investing: Better Investing Outcomes; Less Suffering  Thumbnail

Mindful Investing: Better Investing Outcomes; Less Suffering

This is the working title of my 2nd book. It is based on my 40 years investing in stocks, 25 years in options, 20 years in real estate, and 15 years in private markets. If there is a tool that could be invested in, I have invested in it. At the end, I choose to invest 90% of my own and my family's investable assets in the simplest way possible.

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What is Risk? Thumbnail

What is Risk?

The problem with accepting the standard definition of “Risk” is that it is literally devoid of a critical aspect of personal finance – TIME! When we add time to the analysis of risk, a different risk definition is born. Think of the next 30 years of your own life. What do you want your money to be able to do?

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Weekend Reading | Saturday, March 5, 2022 Thumbnail

Weekend Reading | Saturday, March 5, 2022

Can I Afford to Take a Sabbatical? | 9 Reasons Why Active Investing is Difficult | How To Get Better at Making Every Type of Decision | Tech Selloff Hints at Deep Cracks in Glamour Stocks | NIMBYism Reaches Its Apotheosis | How COVID Stole Our Time and How We Can Get it Back

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