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Mindful Money Blog



Weekend Reading | Saturday, January 14, 2023 Thumbnail

Weekend Reading | Saturday, January 14, 2023

Dacher Keltner presents Awe: The New Science of Everyday Wonder and How it Can Transform Your Life | Social Media May Prevent Users from Reaping Creative Rewards of Profound Boredom - New Research | Why We Need Rituals, Not Routines | The Best Approach to Self-Care: How to Attend to Your Unmet Needs | The World’s Best Places to Retire in 2023

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Weekend Reading | Saturday, January 7, 2023 Thumbnail

Weekend Reading | Saturday, January 7, 2023

What Makes Life Meaningful? | Sunday Firesides: Everyone’s Just Trying to Make It in the World | How Emotionally Intelligent People Turn Frustration and Stress Into Fulfillment and Achievement | The Best Way to Deal with Dissatisfaction (It’s Not What You Think) | How To Want Less

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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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A Little Vulnerability Goes a Long Way, We Hope Thumbnail

A Little Vulnerability Goes a Long Way, We Hope

In early December, I was on a panel entitled Sustaining, Enduring and Thriving Through Crisis at the 2022 Market Counsel Summit. Coming together, we shared stories of how we, as men, are all quite literally starved for a particular type of connection in our industry. As most know, the world of “finance” is still dominated by men – and not always the best kind of men.

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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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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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