In this episode, Hall welcomes Jonathan DeYoe, President & CEO at Mindful Money and author of the Amazon Bestseller, “Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend”.

Mindful Money is a comprehensive financial education and wealth management firm that brings mindfulness to personal finance.

Mindful Money practices a behavioral approach to personal finance. In a world that is market-focused and performance-driven, they are goal-focused and planning-driven. If you are just starting out, they have courses, digital planning tools, and evidence-based portfolios. If you are nearing retirement or selling your business, they have personal services to support you as you move forward into this exciting new time in your life.

Jonathan is a Seminarian, turned Buddhist academic, turned financial advisor. He has written for publications including The Huffington Post, Business Insider, NerdWallet, and MindBodyGreen. He has been featured in USA Today, the Wall Street Journal, and the New York Times.

He is also the author of the Amazon Bestseller, “Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend”. Jonathan has been meditating for 25 years. He lives in Berkeley, CA with his wife, two kids, and their cat Posey.

Jonathan discusses investing in seed deals and some of the challenges to expect. He also shares the inspiration behind writing his book and explains – what he calls – the pillars of human happiness.

You can visit Mindful Money at www.mindful.money, via LinkedIn at www.linkedin.com/company/mindful-money-plan, and via Twitter at www.twitter.com/mindfulmoney. 

Jonathan can be contacted via email at jonathan@mindful.money. His book can be purchased at www.Amazon.com. 

For a full transcript, click here.

Music courtesy of Bensound.

Copyright (c) 2024, Hall Martin and investorconnect.org. All rights reserved.

Disclaimer:
Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.