Ep: 158 Jonathan DeYoe


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Jonathan DeYoe

Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money.

Jonathan provides keynotes and workshops at conferences and associations. His team works with businesses to build transparent retirement plans for businesses and financial education programs for employees.

Jonathan is passionate about spreading the values of goal-focused and planning-driven wealth management to help people enjoy better financial outcomes AND live happier lives! His personal goal is to touch 1,000,000 lives in 10 years with Mindful Money financial education courses.

Jonathan has been a California-based financial adviser for 25 years. He managed investments at a variety of Wall Street Companies before founding his own financial planning firm. He’s a contributor on personal finance matters for the Huffington Post, and Business Insider, among others and he has been featured in the Wall Street Journal and The New York Times.

Jonathan is a 25-year meditation practitioner and lives in Berkeley with his wife and two children.

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Show Notes:

  • Jonathan’s two biggest habits have been making a commitment to his own health and hiring a coach.
  • Jonathan has been interested in investing and understanding money since he was young.
  • Prioritize.
  • Two of the biggest illusions about money according to Jonathan are:
    • That individuals know the future about markets and economies.
      • No one can predict the future.
    • Everything lands on understanding the trade-offs.
      • Understand what’s important to you.
  • Focus on what’s really important and don’t listen to all the noise.
  • The world we’re in is market focused and event driven.
  • Expectations coming from current events don’t signal what will always happen.
  • Make decisions about your financial life by understanding your goals and understanding what you want to accomplish.
  • Shift to a goal focused and planning drive.
  • Having a plan helps pull you through difficult times.
    • Build a calm awareness and a non-reactive awareness about what’s going on around you.
  • Everyone is stressed.

Jonathan DeYoe’s Recharge Round

  1. Share with us how you believe your mindset affects your life? Your beliefs determine your behavior. Your mindset is everything.
  2. What do you do daily to bring Energy into your life? He likes to go around the house and give his son, daughter, and wife good morning hugs.
  3. Share the number one connection that has made the biggest impact on your life? A colleague from when he started working told him that if he doesn’t like how others work in the industry he can create his own way.
  4. What advice has Influenced you the most in your life? “Be prepared.” “You gotta work to lay the groundwork.” and “If I had 8 hours to cut a tree, I’d spend 6 hours sharpening my ax.”
  5. Recommend a book and share why you love it? The War of Art by Steven Pressfield
  6. Define in one sentence or less, what legacy you want to leave on the world? He wants to change the way financial advice is given.


Check out Jonathan’s website at mindful.money!!

Here are a few more bonus resources from Jonathan:

Financial Freedom Starts With Financial Education: https://mindful.money/services/financial-education

And, we have a live-cohort for 25-45 year olds starting Feb 15th – Sign-ups begin January 29th.
FREE Values, Purpose & Goals Course:

Connect with Jonathan:





Welcome PULSEHIIT Wellness Experts as our show sponsor.  Check them out at PULSEHIIT.com

Gary’s new book is available! You can purchase it at CultivatePositiveCulture.com

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