526: Jonathan DeYoe | How Money and Mindfulness Work Together

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 

Sponsored adI introduce today’s guest, Jonathan DeYoeFinancial planner and author of Mindful Money Head over to travischappell.com/makemypodcast and let us make your showJonathan 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 MoneyMisconceptions 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 futureThe Shirt example Recognize markets generally improve over time Financial planning should disregard zig-zags in markets Resources and strategies to useRead 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 relationshipsThe RaNdoM RoUndHow to connect with Jonathan Links belowRemember to upload and tag us on Instagram!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 DividendUnshakeable Abnormal Returns Blog

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

Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can continue putting out great content just for you! Share this episode and help someone who wants to connect with world-class people. 

Jump on over to travischappell.com/makemypodcast and let my team make you your very own show!

If you want to learn how to build YOUR network, check out my website a travischappell.com. You can connect with me on Facebook, Instagram, and Twitter. Be sure to join The Lounge to become part of the community that’s setting up REAL relationships that add value and create investments.

Advertising Inquiries: https://redcircle.com/brands

Privacy & Opt-Out: https://redcircle.com/privacy