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Mindful Money Blog



CA Proposition 19: Changes and Trade-Offs Thumbnail

CA Proposition 19: Changes and Trade-Offs

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.

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Podcast: Mission Matters: Education, Planning and Mindfulness for Financial Success with Jonathan DeYoe Thumbnail

Podcast: Mission Matters: Education, Planning and Mindfulness for Financial Success with Jonathan DeYoe

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.

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3rd Quarter 2020 Commentary Thumbnail

3rd Quarter 2020 Commentary

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.

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[VIDEO] Money For Lunch | Discover the 3 Secrets to Retiring Wealthy with Jonathan DeYoe Thumbnail

[VIDEO] Money For Lunch | Discover the 3 Secrets to Retiring Wealthy with Jonathan DeYoe

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."

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