Money drives many of our decisions. We all worry about earning it, spending it, and saving it, regardless of our income level or spiritual perspective. Is it possible to be a conscientious citizen of the world and grow wealth? Today’s guest says yes and explains exactly how! Meet Jonathan DeYoe, a Buddhist and a financial planner who wants to help you create a unique financial plan that is guided by your deepest beliefs.
Jonathan is a bestselling author, speaker, financial advisor, and angel investor who has led an independent financial planning firm since 2002. He and the Mindful Money team work one-on-one with over 300 families and foundations, offering simple steps to financial success and tools to mindfully overcome our deep emotional and cognitive biases related to money. He is passionate about spreading the values of goal-focused and planning-driven wealth management so that people can enjoy better financial outcomes and live happier lives.
Tuning in today, you’ll discover some of the ways that you can save, invest, pay off debt, and fund your dreams by building a long-term income stream. You’ll also learn more about the Mindful Money approach and Jonathan shares his advice for using money as a tool to support your lifestyle, reach your goals, and earn the “happiness dividend” everyone deserves. We touch on market volatility, cryptocurrency, selecting a financial advisor, and so much more, so make sure not to miss this thought-provoking episode with the Money Philosopher himself, Jonathan DeYoe!
What you’ll learn about in this episode: