Breaking the Money Hierarchy with Jonathan DeYoe - Episode 226

<p>The money hierarchy has snuck up on us in this day and age, and we need to discuss why we need to guide the next generation and upgrade their level of awareness to it. In this episode, Jonathan DeYoe joins host Ian Lobas to enlighten us with crucial knowledge on how identity is viewed today.</p> <p>Jonathan started as a Financial Advisor in a Wall Street firm in 1996 - right out of graduate school. Jonathan started DeYoe Wealth Management in 2001 to simplify personal finance and help busy people live meaningful lives. Their dedication to first class service, the commitment to evidence-based investing, and a client first philosophy have placed their firm in a category by itself.</p> <p>Financial planning is not about money and the real benefits of financial planning are not financial. At its best, financial planning is about building futures, protecting families, creating legacies and encouraging clients to pursue their passions. Jonathan does his best work in the place where love and money overlap.</p> <p>Investment success is determined more by choices than by market and economic data. They have created a comprehensive ecosystem of advice to simplify decisions, reduce anxiety and empower clients to stay true to both their life-purpose and the financial plan that they have designed together.</p> <p>When you’re done listening, be sure to check out our other amazing shows on building a meaningful legacy, including <a href="https://podcasts.apple.com/us/podcast/living-your-legacy-now-frontrunner-episode-215/id1332020022?i=1000527341051"><u>Living Your Legacy Now</u></a> and <a href="https://podcasts.apple.com/us/podcast/finding-your-lifelong-passion-with-kyle-stanley/id1332020022?i=1000489649573"><u>Finding Your Lifelong Passion</u></a>.</p> <p><br></p> <p><strong>In this episode, you will learn about</strong></p> <p>6:41 - A Relationship with Money</p> <p>12:08 - Behavioral Psychology</p> <p>16:00 - Finding Your Identity</p> <p>25:51 - The Generational Financial Transition</p> <p>45:53 - Turning the Tension Arou