Mindful Money
Do you struggle with money? You’re not alone. Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration it becomes destructive. The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort. Join Mindful Money author and experienced 40-year investor Jonathan DeYoe as he shares stories from artists, authors, entrepreneurs, and other advisors about how they mindfully minimize their need to think about money and get more out of life. If you aren’t happy with your finances, feel like money takes more time that it should, or want to place your financial decisions into the broader context of your life, this show is for you. Each episode will draw the line between the “enough” activities that the academics tell us are additive to family outcomes, and those “little bit more” efforts that take time and sap energy, but do NOT improve outcomes.
Show episodes
Jordan Grumet — Breaking the Mirage: How to Find True Purpose Beyond Wealth with Jordan Grumet
Jordan Grumet found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. This converge
133: Brian Herriot - The Time Freedom Equation: Unlocking the Secret to Doing More of What You Love
Brian Herriot writes and speaks about the power of time freedom. As a financial coach and founder of Choosy Consultant, he helps mid-career professionals escape the corporate grind. His frameworks for personal growth and financial success all start with taking back control of our one truly limited resource: time. In th
In this final episode of our Modular Financial Planning series, we’ll explore “portfolio optimizers”—strategies that add a bit of extra return potential to a well-diversified portfolio. These steps, like managing taxes, flexible trading, and securities lending, can enhance outcomes but aren’t essential if you’ve follow
In this episode of Mindful Money, we break down the essentials of mindful investing within the larger modular financial planning framework. We’ll focus on three foundational practices: asset allocation, diversification, and rebalancing. These simple yet powerful steps can guide you to a successful long-term portfolio w
130: Modular Financial Planning 08: Paying Down Low-Interest Debt and Building Taxable Savings
In this episode of Mindful Money, we explore the choice between paying off low-interest debt and building taxable savings. While paying down high-interest debt is crucial, once that’s done, the focus should shift toward maximizing retirement savings and investing in taxable accounts. We'll discuss how the power of comp
In this episode of Mindful Money, we explore strategies for retirement planning. We’ll dive into the critical topics of saving, investing, retirement income, retirement age, Social Security, living arrangements, and more. We’ll also discuss investment strategies like maintaining a low withdrawal rate, diversification,
