167: Mindful Money: Stop Predicting and Start Planning with Jonathan DeYoe
167: Mindful Money: Stop Predicting and Start Planning with Jonathan DeYoe

167: Mindful Money: Stop Predicting and Start Planning with Jonathan DeYoe

Pat Dake

38 min
Business & Finance
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<p>Jonathan DeYoe is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. He writes and speaks about the intersection between life and money. &nbsp;He has been investing for 40 years and has been a financial advisor for 25. He started his firm in 2001 and he is a believer in financial literacy education and an advocate for the fiduciary standard.</p> <p><br></p> <p>https://mindful.money/</p> <p><br></p> <p>(00:02 - 2:27) Opening Segment</p> <p>- Introduction of the host into the show</p> <p>- Alpesh introduces the guest of the show, Jonathan</p> <p>- Jonathan shares something interesting about himself</p> <p><br></p> <p>(2:27 - 30:14)&nbsp;Mindful Money: Stop Predicting and Start Planning</p> <p>- What do you invest in? and Why?</p> <p>- Are you recommending any specific actions for people to take right now?</p> <p>- Can you explain what mindful many is? and why you wrote the book?</p> <p>- Goal focus, planning driven, what do you mean by that?</p> <p>- Why is money such a significant source of stress? whether we have it or not&nbsp;</p> <p>- Plan appropriate investing can you explain. Why do you say successful investing is more about E.Q than financial acumen</p> <p>-How do you deal with engineers?</p> <p>- Families, how do they envision transferring wealth between generations? what do we get most wrong about it?</p> <p>-Where would you put your money right now?</p> <p><br></p> <p>(30:14 &nbsp;- 30:31) Break</p> <p>- Welcoming listeners and guest back to the show</p> <p><br></p> <p>(30:31 - 37:31) Fire Round</p> <p>- Will Martin change the business strategy after Coronavirus?</p> <p>– Jonathan's favorite real estate, finance, or other related books</p> <p>– Tools or website Jonathan recommends</p> <p>– JonathanJonathan's advice to beginner investors</p> <p>– How does Jonathan give back?</p> <p>– How can Wealth Matters Podcast listeners reach out to Jonathan?</p> <p><br></p> <p>(37:31 - 37:51) Closing Segment</p> <p>-If you want to le

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167: Mindful Money: Stop Predicting and Start Planning with Jonathan DeYoe - Listen Free | WowFM