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Mindful Money Blog



This Is What It Feels Like To Buy Low Thumbnail

This Is What It Feels Like To Buy Low

The great companies of the US and the World are on sale. That sale may (or may not) get better. If it does get better, it won’t get that much better. There will be some point in the not-too-distant future where we look back at today – the September retest of the June low – and say, “I wish I would have invested then.”

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Financial Success Requires Business Ownership - Your Own or Shares In The Great Businesses of The US and The World Thumbnail

Financial Success Requires Business Ownership - Your Own or Shares In The Great Businesses of The US and The World

You’ve heard me say it over and over… and over and over… and over and over again. Creating a retirement income that rises to match your rising cost of living and lasts the rest of your life, while at the same time creating a legacy that potentially lasts across generations, is possible – even for those who begin with very modest incomes. It requires three things: savings, equity ownership, and time.

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Weekend Reading | Saturday, September 10, 2022 Thumbnail

Weekend Reading | Saturday, September 10, 2022

Five Lessons from History | How to Avoid the Envy Trap | Counting Another Person’s Money | The Effect of College and University Endowments on Financial Aid, Admissions, and Student Composition | We Don’t Have a Hundred Biases, We Have the Wrong Model | Key US Growth Measures Diverge, Complicating Recession Debate

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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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Mindful Investing Works Because We Don’t Know/Can’t Know What Happens Next Thumbnail

Mindful Investing Works Because We Don’t Know/Can’t Know What Happens Next

We know – vividly – what has already happened. We can never know what will come next. The humble recognition of this truth should be the foundation of any long-term investment philosophy. The question is, “Given that we cannot know what comes next, how should we invest?”

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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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Weekend Reading | Saturday, August 27, 2022 Thumbnail

Weekend Reading | Saturday, August 27, 2022

Neuroscientist: How Caffeine Works and What It Does to Your Body (Video) | Closing Down the Billionaire Factory | Newfound Brain Switch Labels Experiences as Good or Bad | The Uphill Battle Women Still Face in High Finance | Three Things That Stop Us Talking About Money Worries

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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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Weekend Reading | Saturday, August 6, 2022 Thumbnail

Weekend Reading | Saturday, August 6, 2022

On Sarcasm | Misinformation Is Here To Stay (And That’s OK) | A Flaw in Human Judgment: How Making Decisions Isn’t As Objective As You Think | The Disastrous Record of Celebrity Crypto Endorsements | What Do You Spend Money On? Lessons From Our Clients About Spending that Brings True Joy

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3 Melt-Up Triggers & 2 Bear Market Positives Thumbnail

3 Melt-Up Triggers & 2 Bear Market Positives

There is a lot of negative news out there right now. Inflation is the worst it has been in 4 decades, there may be a recession around the corner, supply chains are still problematic. When will it end? I don’t know, but I’d be careful about getting overly swept up in it.

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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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