Upcoming Event!
How Can Mindfulness Help You Reach Financial Independence?
Do you want to reduce money anxiety, but don’t know who to trust?
Would you like to learn how to set up and manage your own retirement plan?
Do you want to know how we create a passive income stream you can’t outlive?
If yes, join us and learn how to answer the 4 critical financial independence questions:
- Am I on track for financial independence?
- What do I need to do to get on track?
- How do I design a mindful investing portfolio?
- How do I manage that portfolio and my income over time through changing markets?
Learn more: https://courses.mindful.money/financial-independence-bootcamp
Jason Scott Montoya is a lifelong entrepreneur, not surprising as he’s come from four previous generations of entrepreneurs. Jason grows their online influence & program sales for people development-oriented organizations. He is guided by his values of love, mindfulness, mastery, dependability, and openness.
Today, Jason joins the show to discuss his journey from entrepreneurship to freelancing, the importance of meeting people where they are, and the incredible value that entrepreneurship can bring to your life. Jason and Jonathan talk about cutting out the noise, what Jason misses the most about running a team, and what the transition was like going from running a business to becoming a full-time freelancer.
📺 Watch on YouTube
Key Takeaways
00:51 – Jonathan introduces today’s guest, Jason Montoya, who joins the show to share his experience as a fifth generation entrepreneur and being open about discussing money
09:11 – Early financial lessons imparted on Jason
15:08 – Jason’s career arc
18:38 – The importance of fully committing
21:44 – Defining ‘freelancing’ and the transition from business owner to freelancing
31:20 – Considering entrepreneurship as a path
36:52 – The Jump: a letter to Jason’s younger self
40:07 – What Jason misses about running a team
43:04 – One piece of business advice to heed and one thing to completely ignore
46:20 – The last thing Jason changed his mind about and the one question Jason would like to know the answer to
49:52 – Jonathan thanks Jason for joining the show today and lets listeners know where to connect with him
Tweetable Quotes
“Entrepreneurialism was always something in me, and just my personality of being highly extroverted and ambitious, and just having a safe and loving home, community, family, and church life. It just gave me that safe space to dream big and go after it.” (04:38) (Jason)
“Money is a vehicle for some destination. And I think, for many people, they lose sight of that and make it about the money itself.” (12:48) (Jason)
“If I’m gonna do this – and I’m gonna do it right, and I’m gonna steward this business well – it’s gonna be really hard. And so, if I’m going to do something really hard like that, I gotta be fully committed to it.” (18:38) (Jason)
“One of the things I ask freelancers to try to figure out if they are fully committed – and it’s a key question that you need to ask yourself – ‘if your bank account was empty, and you didn’t have any work in front of you, is your first thought: ‘Where am I gonna get my next project?’ or is it, ‘I need to get a job?’ Because if you’re fully committed, you’re looking for next project.” (20:03) (Jason)
“As a freelancer, there’s benefits and downsides to being independent. We have the freedom to be independent, but the downside is we’re in the fire. We are the firefighter. And so, we have to be resilient to deal with the heat.” (28:19) (Jason)
“In a lot of ways the book is also a letter to the clients I work with. I work with clients to help them grow their sales and influence. I use different digital marketing strategies and tactics. But, my Trojan Horse is really how do I help them become the type of person that runs these types of systems to make their business better, and to be a better boss, and be a better leader and a better fulfiller.” (39:31) (Jason)
“We are distracted when we don’t know the finish line. But when we know the finish line, we know if something is or is not a distraction because it is either contributing to us moving towards the finish line or it is detracting from it.” (45:25) (Jason)
Guest Resources
Jason’s Books:
Mindful Money Resources
For all the free stuff at Mindful Money: https://mindful.money/resources
To buy Jonathan’s first book – Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369
To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763
Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-in
Capture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membership
For more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/
Website: https://mindful.money
Jonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe
🎙️
Podcast Production & Marketing by FullCast
This podcast uses the following third-party services for analysis:
Chartable – https://chartable.com/privacy
