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.

Rather than looking at where we are and seeing how many things are wrong (which, of course, is a totally reasonable choice - many things ARE wrong), let's instead look at where we are and see how incredibly far we have come... if only for a moment.

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.

Team Mindful Money discusses the slowdown of market improvements, unemployment claims, current budget deficit, pending stimulus, possible double-dip recession and spike in new business starts — as well as the lessons learned by 2020 financial predictions.

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.

Jonathan DeYoe shares his message of gratitude on behalf of Team Mindful Money, along with 3 simple gratitude practices we can each apply to our daily lives. Yes, even in 2020 there is so very much we are grateful for. More than anything, we are grateful for you.

Team Mindful Money discusses societal trends and high-frequency economic data in light of the 2020 election, vaccine availability, and Regional Comprehensive Economic Partnership (RCEP) trade deal, and the potential impacts our economy and investments.

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.

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?

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 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 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 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?

In Terre Passero's 6th and final class, we reviewed how to put the entire Mindful Stress Management course into practice in our everyday lives. We also reflected on how the course has changed our outlook as we have put these tools into practice.