Mindful Money Blog

This week I want to place the 2 afore-mentioned definitions of "risk" into the context of a lifetime financial plan, to explain why I do not believe these definitions apply to a family with an asset-allocated and broadly diversified portfolio trying to meet a lifetime of financial goals.

“Jonathan, how are your portfolios performing?” This is the question we get most often (especially from non-clients). In my opinion, the one discussion point that matters LEAST in building a lifetime of positive financial outcomes is your portfolio’s current performance. This belief is profoundly counter-cultural.

Brett Swarts of the Capital Gains Tax Solution Podcast interviews Jonathan DeYoe, author of Mindful Money on "Unlocking Your Money Mindfulness."

The last couple weeks we’ve been highlighting the only three percentages that matter. The combination of the 2nd and 3rd determine whether your retirement income will rise to meet your rising cost of living and last the rest of your life… or not.

Mapped: Global Happiness Levels in 2022 | 2022 World Happiness Report | Putin and Xi Exposed the Great Illusion of Capitalism | Young Women Are Out-Earning Young Men in Several U.S. Cities | Five Things I Know About Investing

From last week's Mindful Money Weekly, you remember that there are three measurable and controllable percentages that are absolutely critical to your long-term investment success. When you're looking at your personal finances, your equity allocation is the second of the dominant variables you need to get right.

There are three measurable and controllable percentages that are absolutely critical to your long-term investment success. When you're looking at your personal finances, these are the three dominant variables you control to reach the freedom of financial independence.

In the coming weeks, it is likely that "Recession" will take over the media conversation. Some combination of war, oil price spike, and inverted yield curve will come to be seen as natural predictors. Given current and potential headlines… what should we (goal-focused and planning-driven investors) be doing in our portfolios?

Paul Fagan and Paul Beck of the Financial Dads Podcast interview Jonathan DeYoe, bestselling author of Mindful Money.

Last week, we introduced the constant competition between two camps of investors: the Active vs. the Passive. And, without taking a stance re: financial outcomes, we made the case that a passive approach might be the better approach. “But, Jonathan, I really want to outperform.” I get it. So do I.

There are two ideas constantly competing for dominance in the world of investing advice – Active vs. Passive. Your outcomes, in terms of investment returns, will probably differ very little based on which side you choose to believe. Your outcomes, in terms of the time spent and anxiety provoked, will differ a great deal.

“The question pounds my head, ‘What’s a Lifetime of achievement? If I pushed you to the edge, but you were too polite to leave me." I can’t get the lyric out of my head. As I grow and age, it's a good thing that new realizations lead to change.

2021 saw more than its share of major headlines. I’ve read probably 10 “Best of 2021" headline lists, and I’d like to add my own effort – with a little different spin. Here are a seven 2021 headline highlights that shouldn’t have been…

Chris Larsen of the Next-Level Income Show interviews Jonathan DeYoe, author of Mindful Money.

Schwab explores behavioral wealth advice in their BeFi Barometer. Here are the results of their 2021 Survey.

Patrick Francey of the Everyday Millionaire Podcast interviews Jonathan DeYoe of Mindful Money.

In his 2021 Half-Time Report Event, Jonathan K. DeYoe discusses the global markets and economies in light of COVID-19. He discusses the unprecedented events that have brought us to where we are today, and where we might be headed.

At the completion of the first ½ of 2021, the global economy and their associated equity markets have made significant progress towards “recovery.” As always, we divide our mid-year report into two parts. First, we recap our shared investment philosophy; second, I share our perspective on the current situation.

The financial press has generated much excitement over the sudden increase in SPACs (Special Purpose Acquisition Companies) and the advent of NFTs (non-fungible tokens). Due to the large sums of money being showered on both, the parody skits on Saturday Night Live, and the involvement of “influencer financiers,” there is a lot of buzz.

Dr. Vic Manzo of the Mindful Experiment Podcast interviews Jonathan DeYoe, bestselling author of Mindful Money.