Mindful Money Blog

Meet Paul Rubin, a financial planner at Mindful Money. In this interview, Paul talks about what mindfulness means to him and his experience at Mindful Money.

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.

Late into the day on December 21, Congress finally passed a much anticipated (and arguably long-overdue) second stimulus package. Signed by the President on December 27, the new stimulus package has already begun affecting Americans as we ring in the new year.

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.

As humans, our instincts propel us to pile into things when they are going great and run from them when they are not. This is the exact opposite of what should be done when you are investing for retirement income. Yet, we see the same misguided behavior over and over again…

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.

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.

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?

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!

I’m not making any assumptions, but given that Trump’s re-election would yield more of the same chaos, I wanted to imagine what the next 4 years might look like under a Biden presidency and his plan. What would the impact be on several factors such as the tax code, Social Security, and savings for retirement?

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.