Mindful Money Blog

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.

Terri Levine of Heartrepreneur Radio interviews Jonathan DeYoe, bestselling author of Mindful Money.

John Dwoskin of the THINK Business Podcast interviews Jonathan DeYoe, President of Mindful Money.

Hall T. Martin of the Investor Connect Podcast interviews Jonathan DeYoe of Mindful Money

Where the employment recovery from the Great Recession was long and slow, the recovery from the Pandemic looks to be surprisingly fast.

It seems that knowing what to do -- and doing what we know we should do -- are two entirely different things. We know we should learn more, save more, have an emergency fund, but we don't. Perhaps the more important hurdle to overcome is this “knowing-doing” gap.

Matt Reiner of the Bridging the Gap Podcast interviews Jonathan DeYoe of Mindful Money.

In his 2021 Forecasts Event (held January 25, 2021), Jonathan K. DeYoe discusses the global markets and economies in light of Covid-19 other current events and offers an explanation of where we might be going.

Once in a very great while, there comes a year in the economy and the markets that may serve as a tutorial—in effect, a master class in the principles of successful long-term, goal-focused, and planning-driven investing. 2020 was just such a year.

Once you have a sound investment plan, one of the most dangerous questions you can ask yourself is, “Should I change my investing strategy, because _____?”

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.

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.

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.

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.

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.