I so appreciate all the financial coaches and financial therapists and money trauma people in the world trying to help folks who don't have access. Holly is one of the best. Holly, thanks for having me on The Wealth Trifecta Podcast! Every conversation we have... I learn.
ABOUT THE EPISODE
Holly discusses money, love, and mindfulness with financial coach, author, and trainee meditation teacher Jonathan DeYoe. As a practicing Buddhist who has spent over a quarter of a century working in the financial services industry, Jonathan takes a mindful and long-term approach to money management. When it comes to investing, his mantra is ‘Stop predicting, start planning, stay mindful,’ and his latest book, Mindful Investing: Right Focus, Better Outcome, Greater Well-Being, sets out his strategy for sensible, successful, and anxiety-free investing.
Today, you’ll hear from Jonathan on:
- The intersection of love and money
- Establishing your values and prioritizing your financial goals
- Staying focused and following your plan
- Building a retirement account that you can’t outlive
ABOUT HOLLY MORPHEW & THE WEALTH TRIFECTA PODCAST
Welcome to the Wealth Trifecta, where we explore all things health, wealth, and happiness. I'm your host, Holly Morphew, a personal finance expert, accredited financial counselor, and life enthusiast. This podcast is designed to uplift and ignite your journey to financial independence and lifestyle design. True wealth is the convergence of health, happiness, and good fortune. And what I love most about wealth building is that it doesn't matter where you start, what matters is that you start. Wealth is for everyone, and that includes you!