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.

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…

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.

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?

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.

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.

The coronavirus is still very much with us, as is much of the economic dislocation occasioned by the virus and accompanying lockdowns. We are closing in rapidly on a number of vaccines. But it may be quite some time before most of us will have access to them, and there will inevitably be frustration in the process.

There are lots of reasons that we shouldn't mix up our portfolio over politics or let our politics overrule our investment disciplines. As an intro to our October 19th client event - here are 3 of them.

Once you realize that losing money in the stock market isn’t a real risk, then you can begin to generate long-lasting wealth. We all need retirement income that will keep pace with our rising cost of living and last as long as we last.

In this interview we reflect on our love/hate relationship with money, and how, while having more money certainly does not equal happiness, why having both money AND happiness should always be the goal. We also took a deep dive into what I consider the "3 secrets to retiring wealthy."

Team Mindful Money discusses market and economic trends that signal where we are within current market volatility. Topics include leading indicators such as the travel industry, unemployment, and the real estate market.