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.

When it comes to retiring early, some of the benefits are obvious! You get to live your life without the constraints of work, and you are able to pursue your own interests. There are good reasons for retiring early, and there are some reasons retiring early may not be the greatest idea.

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.

Kurt, thanks for a fun conversation. Always a pleasure to talk with a like-minded soul about all the incredible potential good our industry is capable of... if we could just stop focusing on the product and start focusing on the people!

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 Special Edition: Election Q&A, Team Mindful Money discusses the upcoming election and the potential impact either result may have on our economy and investments.

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.

What is “Normal” anyway? The world of COVID-19 is, at least for the foreseeable future, the reality facing us. 10 years ago, that reality was the Great Recession. 10 years from now… it’s anyone’s guess what may be happening.

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.

You’ve probably heard it in the news. Social Security is doomed. The chickens are coming home to roost and the politicians are asleep at the wheel. The financial blogs and media pundits say so, and the speakers at those dinner seminars have been sounding the warnings for decades.

In this podcast, Jonathan talks about mindful financial investing, responsibility and priority setting – topics that are important today as COVID-19 has created financial stress for so many of us.

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?