Thanks Michael for the conversation. I appreciate the opportunity to talk about the vision my brother and I had so long ago.
ABOUT THE EPISODE
“When you think about your finances, stop predicting, start planning and stay mindful.” Jonathan DeYoe
Most people have free-floating anxiety about anything to do with money. However, embracing mindfulness in financial planning allows us to include personal experiences, emotions and thoughts when making financial decisions. This is according to Jonathan DeYoe, who notes that life can be less stressful when we stop trying to solve problems that have not happened yet, and focus on what presently have.
Jonathan DeYoe is a Lutheran Seminarian turned Buddhist academic turned financial advisor. He has been an investor for over 40 years and an advisor for almost 30. In 2021, he merged his wealth management practice into EP Wealth – a national fiduciary firm where he continues to work with his clients.
After losing his only sibling in 2021, he wanted to return to a vision that he and his brother shared. In 2006, they had cofounded a company, Worker’s Financial, to bring education, financial coaching, and tools to people who were either struggling to get started or recovering from some form of financial ruin.
Jonathan speaks and writes about personal finance, wealth & culture, and behavioral wealth for news outlets like businessinsider.com and MindBodyGreen.com. He is the author of the Amazon Bestseller Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend. He has been featured in the N.Y. Times and the Wall Street Journal and he speaks locally and nationally on the intersection of money and mindfulness.
Today, his company, Mindful Money, offers low-cost financial education, a DIY personal financial planning course, and group financial coaching that can enable people to put their money lives into the larger context of their total lives and build “True Wealth.” Jonathan is passionate about spreading a goal-focused and planning-driven approach to money that helps people enjoy better financial outcomes AND live happier lives.
In today’s episode, Jonathan speaks about the concept of mindfulness in financial planning and how he helps his clients contextualize their plans.
ABOUT MICHAEL SHERLOCK & SHOCK YOUR POTENTIAL
Shock Your Potential is a global professional services and training organization. We CREATE positive, productive and profitable workplaces. We DEVELOP positive, productive and dedicated employees and leaders. And we SUPPORT entrepreneurs who want to positively impact the world.
Don’t be fooled by the name, the hair color, or crazy shoes. Michael Sherlock is serious about business. She is dedicated to creating positive, productive, and profitable workplaces, and helping individuals, and businesses unlock their ultimate potential.
Before launching her global training company, Shock Your Potential, Michael was Vice President of US Sales for two multi-national medical device companies, responsible for net revenue exceeding $75 million and as many as 500 employees at a time.
Michael was also chosen as #12 of the Top Female Entrepreneurs to Watch in 2021 by EnterpriseLeague.com, is part of the Big 50 Top Entrepreneurs to Watch in 2022 by Success Sisters Magazine and is a frequent media expert concerning hiring and employee management on local and national news outlets such as 6ABC in Philadelphia and Daily Blast Live.