January 11, 2021

526: Jonathan DeYoe | How Money and Mindfulness Work Together

28 minutes

Today’s guest believes that its core, financial planning is about building futures, protecting families, creating legacies, and encouraging clients to pursue their passions. Jonathan DeYoe, is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. He started as a Financial Advisor in a Wall Street firm then transitioned to starting his own business, DeYoe Wealth Management in 2001 to simplify personal finance and help busy people live meaningful lives. He writes and speaks about passion for the intersection between love and money.

I can’t wait to just dive in and learn more from Jonathan about how mindfulness and money work together hand in hand.

Things you will learn in this episode:

[00:01 - 06:48] Opening Segment

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I introduce today’s guest, Jonathan DeYoe

Financial planner and author of Mindful Money

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Jonathan gives some background around his early life

Grew up in Financial struggle

Supportive family

Studying finance

How Jonathan instills drive in his children

Making his children work and do chores

[06:49 - 16:56] Learning the Path to Money Mindfulness

Jonathan talks about his transition out of studying finances

Studying Business as a kid

Bored with the content

Moving into comparative religion

Learning mindfulness from Buddhist philosophy

How Jonathan began in his work

Becoming good at communicating with people

Advised to carve out a niche

Creating Mindful Money

Misconceptions about money and mindfulness coinciding

Teaching people in prison about money

Similarities with rich people

Knowing your trade-offs

Focussing on your own values

A word from our sponsor

[16:57 - 24:38] Practical Uses of Money Mindfulness

Practical ways you can learn to be steadfast during harder times

Develop faith in the future

The Shirt example

Recognize markets generally improve over time

Financial planning should disregard zig-zags in markets

Resources and strategies to use

Read Warren Buffet’s annual report

Robin Hood

Buy, Hold, and Trust

[24:39 - 28:51] Closing Segment

Who you know or What you know?

Who you know

Every good thing comes from relationships

The RaNdoM RoUnd

How to connect with Jonathan

Links below

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Final words

Tweetable Quotes:

“If we just admit for a second that we don’t know what the future holds, yet we do what we can to take care of that… I have to know what my trade-offs are.” - Jonathan DeYoe

“If you have a lot of money, if you have a little money, you can’t do everything, but if you start with your own values, the things that are important to you, and you focus on those things, you can actually have those things.” - Jonathan DeYoe

Resources Mentioned:

Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend

Unshakeable

Abnormal Returns Blog

You can connect with Jonathan on LinkedIn and Twitter. Go to https://mindful.money to learn more.

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