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Best Jonathan Deyoe Interviews on Podcasts or Audio about Jonathan

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Money Monagers 001 | Jonathan DeYoe, DeYoe Wealth Management Our guest is Jonathan DeYoe of DeYoe Wealth Management in Berkeley, California. A native of Grand Rapids, South Dakota, Jonathan moved to the Bay Area in 1994. After an interesting start to his career, Jonathan spent time working for Morgan Stanley, UBS PaineWebber and Salomon Smith Barney. In 2001, he founded DeYoe Wealth Management with the goal of holistic wealth management. Merging his independent financial advice with his own brand of top-notch customer care, Jonathon has built a firm with assets under management of over $250 Million. After this episode, be sure to check out his book, “Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend”. Available on Amazon.  Book: https://amzn.to/2MzL1wv Website: https://deyoewealthmanagement.com Contact: (510) 848-0012 2:16 Buddhist Studies and Financial Services 4:52 Holistic Wealth Management 6:35 Money First vs. Client First Focus 13:38 Self-Management Issues 16:59 Firm Focus- Active vs. Passive 22:00 Reviewing Financial Goals 24:06 Book 28:02 Financial Future 35:55 Wrap Up Thanks for listening! Listen to Money Managers on iTunes, iHeartRadio or Watch on Facebook or YouTube. FACEBOOK: http://www.facebook.com/MarcGuzmanHomes INSTAGRAM: http://www.instagram.com/MarcGuzmanHomes SNAPCHAT: http://www.snapchat.com/add/MarcGuzmanHomes TWITTER: http://www.twitter.com/MarcGuzmanHomes Company Website: http://www.BGAM.us Beer: http://www.eastbrotherbeer.com
Breaking the Money Hierarchy with Jonathan DeYoe - Episode 226 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.
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.
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.
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.
When you’re done listening, be sure to check out our other amazing shows on building a meaningful legacy, including Living Your Legacy Now and Finding Your Lifelong Passion.

In this episode, you will learn about
6:41 - A Relationship with Money
12:08 - Behavioral Psychology
16:00 - Finding Your Identity
25:51 - The Generational Financial Transition
45:53 - Turning the Tension Around
Book Mentioned:
Mindful Money by Jonathan DeYoe
Connect with Jonathan DeYoe on:
Website: https://mindful.money
Twitter: https://twitter.com/DeYoeWealth
Instagram: https://www.instagram.com/mindfulmoneyplan
Facebook: https://www.facebook.com/DeYoeWealth/
LinkedIn: https://www.linkedin.com/in/jonathandeyoe/
Connect with Ian Lobas & the Men on Purpose podcast:
Email: listeners@menonpurposepodcast.com
Website: https://ianlobas.com/podcast/
Join the Men on Purpose Community:
https://www.facebook.com/groups/themenonpurposecommunity
Connect with us on social media:
https://www.instagram.com/menonpurposepodcast/
https://www.facebook.com/MenOnPurposePodcast/
https://www.linkedin.com/in/ianrlobas/
Want to watch this and other awesome interviews? Check out our YouTube channel!
Breaking the Money Hierarchy with Jonathan DeYoe - Episode 226 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.
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.
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.
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.
When you’re done listening, be sure to check out our other amazing shows on building a meaningful legacy, including Living Your Legacy Now and Finding Your Lifelong Passion.

In this episode, you will learn about
6:41 - A Relationship with Money
12:08 - Behavioral Psychology
16:00 - Finding Your Identity
25:51 - The Generational Financial Transition
45:53 - Turning the Tension Around
Book Mentioned:
Mindful Money by Jonathan DeYoe
Connect with Jonathan DeYoe on:
Website: https://mindful.money
Twitter: https://twitter.com/DeYoeWealth
Instagram: https://www.instagram.com/mindfulmoneyplan
Facebook: https://www.facebook.com/DeYoeWealth/
LinkedIn: https://www.linkedin.com/in/jonathandeyoe/
Connect with Ian Lobas & the Men on Purpose podcast:
Email: listeners@menonpurposepodcast.com
Website: https://ianlobas.com/podcast/
Join the Men on Purpose Community:
https://www.facebook.com/groups/themenonpurposecommunity
Connect with us on social media:
https://www.instagram.com/menonpurposepodcast/
https://www.facebook.com/MenOnPurposePodcast/
https://www.linkedin.com/in/ianrlobas/
Want to watch this and other awesome interviews? Check out our YouTube channel!
167: Mindful Money: Stop Predicting and Start Planning with Jonathan DeYoe 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. 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.

https://mindful.money/

(00:02 - 2:27) Opening Segment
- Introduction of the host into the show
- Alpesh introduces the guest of the show, Jonathan
- Jonathan shares something interesting about himself

(2:27 - 30:14) Mindful Money: Stop Predicting and Start Planning
- What do you invest in? and Why?
- Are you recommending any specific actions for people to take right now?
- Can you explain what mindful many is? and why you wrote the book?
- Goal focus, planning driven, what do you mean by that?
- Why is money such a significant source of stress? whether we have it or not
- Plan appropriate investing can you explain. Why do you say successful investing is more about E.Q than financial acumen
-How do you deal with engineers?
- Families, how do they envision transferring wealth between generations? what do we get most wrong about it?
-Where would you put your money right now?

(30:14 - 30:31) Break
- Welcoming listeners and guest back to the show

(30:31 - 37:31) Fire Round
- Will Martin change the business strategy after Coronavirus?
– Jonathan's favorite real estate, finance, or other related books
– Tools or website Jonathan recommends
– JonathanJonathan's advice to beginner investors
– How does Jonathan give back?
– How can Wealth Matters Podcast listeners reach out to Jonathan?

(37:31 - 37:51) Closing Segment
-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.

Facebook: @wealthmatrs
IG: @wealthmatrs.ig
Tiktok: @wealthmatrs
Compassionate Capitalist Show: Mindful Money with Jonathan DeYoe The very nature of investments is speculative -- Real Estate, Stock Markets, even Angel Investing, can all lose value based on factors outside the control of the investor.  Jonathon K. DeYoe joins Karen Rands to discuss the concept of Mindful Money -- having a plan for investing so emotion doesn't kill your wealth and you can hedge against unforseen and unexpected black swan events that can cause investment sectors and assets to collapse in value.  During this podcast you will learn that investors do not have to choose between a tremendous financial outcome and living a happy, meaningful life.  With these simple principles, you can accumulate and protect your wealth, and avoid the stress and worry about your financial future. 

Jonathan DeYoe started his own financial services firm in California after a storied career on Wall Street.   He saw value in helping families build a beachhead against the invevitable financial storms, regardless of what administration is in office or financial malfeasance has been committed by industry juggernauts or even the next viral outbreak.  His team at Mindful Money work one on one with three hundred families and foundations.  Jonathan is the author of the best selling book "Mindful Money". He has been interviewed for the The WSJ and is a contributor to Huffington Post. Visit http://mindful.money

Karen Rands is a sought after adviser to CEOs and Investors seeking to create generational wealth through building successful entrepreneur endeavors.  Learn more about the services she offers and get an excerpt of or buy her best selling book Inside Secrets to Angel Investing at http://karenrands.co

As a Video: https://youtu.be/0TXJP03cJu4
Compassionate Capitalist Show: Mindful Money with Jonathan DeYoe The very nature of investments is speculative -- Real Estate, Stock Markets, even Angel Investing, can all lose value based on factors outside the control of the investor.  Jonathon K. DeYoe joins Karen Rands to discuss the concept of Mindful Money -- having a plan for investing so emotion doesn't kill your wealth and you can hedge against unforseen and unexpected black swan events that can cause investment sectors and assets to collapse in value.  During this podcast you will learn that investors do not have to choose between a tremendous financial outcome and living a happy, meaningful life.  With these simple principles, you can accumulate and protect your wealth, and avoid the stress and worry about your financial future. 

Jonathan DeYoe started his own financial services firm in California after a storied career on Wall Street.   He saw value in helping families build a beachhead against the invevitable financial storms, regardless of what administration is in office or financial malfeasance has been committed by industry juggernauts or even the next viral outbreak.  His team at Mindful Money work one on one with three hundred families and foundations.  Jonathan is the author of the best selling book "Mindful Money". He has been interviewed for the The WSJ and is a contributor to Huffington Post. Visit http://mindful.money

Karen Rands is a sought after adviser to CEOs and Investors seeking to create generational wealth through building successful entrepreneur endeavors.  Learn more about the services she offers and get an excerpt of or buy her best selling book Inside Secrets to Angel Investing at http://karenrands.co

As a Video: https://youtu.be/0TXJP03cJu4
Ep 81 - Jonathan DeYoe Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money. Other Links: Morning Motivation Facebook Group Morning Motivation Connect with Jonathan: Business Website/Blog: http://mindful.money Twitter: MindfulMoney_Ed Facebook: @MindfulMoneyPlan Instagram: @MindfulMoneyPlan
Learn Financial and Behavioral Wealth Management with Jonathan DeYoe Jonathan DeYoe is a Licensed Insurance Agent, Certified Private Wealth Advisor, and the President of Mindful Money. He is the author of the Amazon Bestseller Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend.Before establishing his own company, Jonathan worked for a number of Wall Street giants, including Morgan Stanley, UBS PaineWebber, and Salomon Smith Barney. He later founded DeYoe Wealth Management in 2001 out of the need to offer independent financial advice and unparalleled customer service in a warm, welcoming, client-centered environment. For over 20 years, he has been successfully helping people to gain a sense of order in their financial life.Jonathan writes about Financial Literacy and Behavioral Wealth Management for news outlets like BusinessInsider.com and MindBodyGreen.com. Today, Jonathan and his team manage close to $250,000,000 for nearly 235 families and non-profits in the Bay Area and beyond.Listen in as they discuss:Behavioral wealth managementOvercoming biases in behavioral wealth managementMindfulness as a tool to overcome biasesFundamental principles to learn from Jonathan’s bookAnd, more!TIP OF THE WEEKMark: My tip of the week is the best, it'll really change your life, just go to mindful money and get Jonathan DeYoe's book Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend.Scott: Check out this book, Everybody Writes by Anne Handley.Jonathan: My whole life changed when I started doing a couple of different things, and one book that helped me get through this is Steven Pressfield's The War Art, which is a fantastic book for people who are struggling to finish a creative project or start a creative project. It really talks about THAT struggle, and what's inside our brain that makes struggle happen and how do we overcome THAT struggle.Want To Listen More?Did you enjoy this episode? Check out another exciting episode with special guest Dan Candell as they discuss how to unleash the power of your mind for success.Isn’t it time to create passive income so you can work where you want, when you want, and with whomever you want?
PLP-134 Mindful Money: How To Make Better Money Decisions With Jonathan DeYoe How does the state of our mind affect the way we make money decisions? You came to the right place to find out. Keith Baker’s guest today is Jonathan DeYoe, founder and CEO of Mindful Money. Jonathan explains to Keith Baker how mindfulness creates a space between the external stimulus and your response. It’s that moment of calm you need to make the right decisions based on facts instead of emotions. When you adapt mindfulness in your finances, you start making better decisions. How can you practice mindfulness? Tune in to find out!---Mindful Money: How To Make Better Money Decisions With Jonathan DeYoeInvesting In Your HappinessI'd like to thank you for sharing your time with me. If you're looking for practical tips and advice on how to put the power of the banking system into your investment accounts, then you are in the right place. If you want to learn from my mistakes so that you can both avoid and profit from them, then pull up a chair and pour yourself a drink because this show is just for you. I'm dedicated to giving people like you and me the knowledge and confidence for successful and profitable private lending.[caption id="attachment_3155" align="alignleft" width="194"] Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend[/caption]If you're looking to join a community of private lenders then head over to the Private Lender Podcast Facebook group to connect with other private lenders and to share experiences, stories and opinions. While you're at it, head on over to the PrivateLenderAcademy.com to learn more about the forthcoming course on private lending and click on Apply Now to register for pre-launch discounts and other goodies. I was a little skeptical when I first learned about our guest. I wasn't sure he'd be a good fit for the show at first because I didn't spend a whole lot of time digging too deep, but after speaking with him for a minute, I knew he had to be on the show so we booked it. I'm happy to share Jonathan DeYoe with you and hopefully introduce you to him.As I've shared in previous episodes, I am on a bit of a mindfulness journey. I like to sign off wishing you mindfulness from every episode. Given that life has happened to me in the last few years, divorce, etc., I'm happy that someone has applied the mindfulness approach to money. As I look back, I wish I would have applied mindfulness years ago especially to money because at least in my case, with the relationship with my ex, money wasn't a huge issue but it was large enough. If we both had been mindful about it, maybe things would have been different, at least on the money front. I’m not saying I'd still be married but the awareness and the understanding would have been a lot better. Such an approach can eliminate a lot of the money pains and ill feelings that couples have. Let's go ahead and get down to the brass tacks of this episode and get straight to the interview with Jonathan DeYoe.---Lender nation, I am throwing a curveball to you because we're not going to talk about private lending and all but we will be talking about money. Our guest has an interesting approach to money, one that I certainly want to use this platform to get out into the world and more people to learn and that is mindfulness. Early on in my practice, unfortunately, mindfulness was not court-ordered for me so I'm doing this on my own little by little. Jonathan DeYoe, welcome to the show.I'm excited to be here, Keith.Jonathan has nothing but good reviews on Yelp and whatnot. He is in the Berkeley, San Francisco Bay Area if you want to get in touch with him. This whole mindfulness thing, I don't have the words but you do. This is what you do on a daily. Let's start with your practice, your financial advising and how you bring that mindfulness element to the complete lack of financial literacy that is taught or the vacuum that is teaching financial literacy in the United States. Jonathan, the floor is yours.[bctt tweet="Mindfulness is when you create a space between the stimulus that the world gives and
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