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 management
• Overcoming biases in behavioral wealth management
• Mindfulness as a tool to overcome biases
• Fundamental principles to learn from Jonathan’s book

And, more!

TIP OF THE WEEK

Mark: 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?