SHOW INTRODUCTION:
Today I’ll be talking with Jonathan K DeYoe, a financial adviser for over 20 years, and a longtime Buddhist. He’s also the author of a brilliant book I wish I could have read at least 20 years ago, Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend
And that’s just what I want to talk with him about today, about simple practices for reaching your financial goals, and increasing your happiness dividend.
That plus we’ll talk about burger barns and humanities majors, a bluebird of unhappiness, holding coca-cola forever, the benefits of boring plain vanilla, why growing money’s like growing vegetables especially when returning from Greece, going to the mall in South Dakota, 600 dollar Canon cameras, and how in the world your mom intentionally raised a financial planner!
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BOOKS BY JONATHAN K DEYOE:
MORE ON JONATHAN K DEYOE:
Jonathan K. DeYoe is a California-based financial adviser and a longtime Buddhist. During his twenty years as a financial adviser, he has managed investments at Morgan Stanley, UBS Paine Webber, and Salomon Smith Barney. In 2001 he founded his own wealth management firm, DeYoe Wealth Management. Today Jonathan manages nearly $250 million for over two hundred families and foundations in the United States and overseas. In his spare time, Jonathan speaks publicly about personal finance and contributes opinion pieces to publications such as Business Insider, Huffington Post, Yahoo! Finance, SF Business Times, The Wall Street Journal, MarketWatch, The Motley Fool, and The Christian Science Monitor. Jonathan lives in Berkeley with his wife and two children. His blog can be found at happinessdividend.com, and you can follow him on Twitter @HappinessDiv.
Key Topics:
- When was Jonathan first introduced to money
- When did he make his first stock investment
- How’d he get interested in becoming a financial advisor
- How’d he end up studying Buddhism?
- What are four deliberate steps to mindful money management?
- What does it meant o awaken to what truly nourishes and fulfills us
- What is the “setting the itinerary” exercise?
- Do money gurus really have the answer?
- Are stock tips on TV really good?
- What does it really mena that past success does not necessarily indicate future results?
- What does boring plain vanilla have to do with anything
- What is volatility?
- Why isn’t he a fan of investing in individual companies?
- What does it mean to invest over a very wide range?
- What can we learn from Warren Buffet on Black Monday?
- What’s the big problem with gaming the market?
- How do we develop our vision
- What would our future selves tell to our younger selves
- What’s the importance of eliminating high-interest debt
- What’s the best way to go about it?
- How do we invest for retirement?
- How much should we have in an emergency fund?
- What should we teach our kids about investing and money?
- For more information visit: HappinessDividend.com
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INSPIRE #529: HOW TO TAKE CONTROL OF YOUR MONEY! (Amanda Steinberg, “Worth It”)
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