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Mindful Money Blog



The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking (15-20 minute read) Thumbnail

The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking (15-20 minute read)

If you look hard enough, you can find stories that tell a contrasting and enduring narrative for what we truly need for a successful and meaningful life. Your story can do the same - but first, you have to know your heart. You must define what is worth seeking for you.

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Weekend Reading | Saturday, December 24, 2022 Thumbnail

Weekend Reading | Saturday, December 24, 2022

Life Is Hard. And That’s Good | Surrendering Isn’t Giving Up: Why We Need to Accept What’s Happened | The Psychology of Prestige: Why We Play the Social Status Game | Overcoming the Myth of Separateness | 6 Conversations About Money to Have With Your Family Over the Holidays

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A Little Vulnerability Goes a Long Way, We Hope Thumbnail

A Little Vulnerability Goes a Long Way, We Hope

In early December, I was on a panel entitled Sustaining, Enduring and Thriving Through Crisis at the 2022 Market Counsel Summit. Coming together, we shared stories of how we, as men, are all quite literally starved for a particular type of connection in our industry. As most know, the world of “finance” is still dominated by men – and not always the best kind of men.

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Weekend Reading | Saturday, December 3, 2022 Thumbnail

Weekend Reading | Saturday, December 3, 2022

Six New Studies That Can Help You Rediscover Gratitude | Happy Talk | Partisans Agree: Time With Family and Friends is Meaningful and Fulfilling | The 5-Hour Rule: How To Turn a Wasted Day Into a Successful One | Three Reasons Why Indexing Works and Continues to Grow

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[VIDEO] Smart Money Circle Podcast | Jonathan DeYoe, Sr VP @ EP Wealth Advisors w $15.1B AUM & Mindful Money Founder Thumbnail

[VIDEO] Smart Money Circle Podcast | Jonathan DeYoe, Sr VP @ EP Wealth Advisors w $15.1B AUM & Mindful Money Founder

SVP Jonathan DeYoe joined the Smart Money Circle podcast to discuss how wellness and spirituality tie into investing your money and happiness.

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Weekend Reading | Saturday, November 12, 2022 Thumbnail

Weekend Reading | Saturday, November 12, 2022

The Difference Between Amateurs & Professionals | Envy, the Happiness Killer | 5 Meditations to Calm Your Anxious Mind | How to Stop Overthinking Your Relationship | 12 Lessons on Money and More From Warren Buffett and Charlie Munger

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[VIDEO] The Transformation with Martine Podcast | Trauma Can Restore Focus and Highlight Purpose... If You Let It: Interview with Jonathan DeYoe Thumbnail

[VIDEO] The Transformation with Martine Podcast | Trauma Can Restore Focus and Highlight Purpose... If You Let It: Interview with Jonathan DeYoe

Thanks Martine for not just creating a tearful episode. I very much appreciate the opportunity to remember some of the good times with and funny stories about my brother, Dave. It was my pleasure to be your guest.

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[VIDEO] The Healthy Advisor Podcast | Rebuilding Healthy Habits After Traumatic Loss with Jonathan DeYoe Thumbnail

[VIDEO] The Healthy Advisor Podcast | Rebuilding Healthy Habits After Traumatic Loss with Jonathan DeYoe

In this episode, Diana Britton, managing editor of WealthManagement.com speaks with Jonathan DeYoe, Senior VP of EP Wealth Advisors in Berkeley, CA, author of Mindful Money, and host of the Mindful Wealth Podcast, about the struggles of maintaining healthy habits during tragic times.

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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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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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The Open Heart Sees Beauty Where the Closed Heart Cannot Thumbnail

The Open Heart Sees Beauty Where the Closed Heart Cannot

Beauty is around us all the time. Sometimes we can’t see it. Sometimes we won’t let ourselves see it. Beauty, like everything else, is impermanent. It arises, it abides awhile, and it goes. When it goes, it is replaced by a new experience – some will be painful, some will be wonderful. Reality is a river of these experiences, one after another.

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