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 Jonathan change the business strategy after Coronavirus?
– Jonathan’s favorite real estate, finance, or other related books
– Tools or website Jonathan recommends
– Jonathan’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