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 

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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 

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[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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