Mindful money, with Jonathan DeYoe.
Jonathan DeYoe is the author of “MINDFUL MONEY: Simple Practices For Reaching Your Financial Goals And Increasing Your Happiness Dividend” and a California-based financial advisor. During his twenty years as an advisor, he has managed investments at Morgan Stanley, UBS PaineWebber, and Salomon Smith Barney. In 2001, he founded his own wealth management firm, DeYoe Wealth Management. Today, Jonathan’s firm manages nearly $250 million for over two hundred families and foundations in the United States and overseas.
What you’ll learn about in this episode
- Jonathan’s background
- Why Jonathan believes that we are stewards of our human, financial & environmental resources
- How the “six most, vital one” process guides Jonathan’s focus on a daily basis
- How Jonathan grew during a rough time in his career
- Why it’s so important to sharpen your saw
- Why Jonathan is so interested in what makes us behave the way we do
- Why people need to apply themselves across all categories in life
- Why you need to commit to playing offensively
- Why you need to be able to hear many different opinions & then make a decision
- How all of us have the ability to get through what happens in our environment
- Why you need to focus on getting yourself in order
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How best to connect with Jonathan:
- Website: happinessdividend.com
- Book: “Mindful Money: Simple Practices For Reaching Your Financial Goals And Increasing Your Happiness Dividend”
- Facebook: www.facebook.com/HappinessDividend
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