• Home
  • Fraternities&Sororities
  • Entrepreneurship
  • WealthBuilding
  • Brotherhood
  • Sisterhood

Subscribe to Updates

Get the latest creative news from FooBar about art, design and business.

What's Hot

Corrupt Freemasons religious cult: Inside The Brotherhood, Martin Short, Granada ITV (1989)

Memphis Alumni Nupes | Phoenix Conclave 2025 | Full VLOG | (Dir. by @LouisCalhoun)

Publicity or public relations? | Seth’s Blog

Facebook Twitter Instagram
  • About us
  • Contact us
  • Privacy Policy
Facebook Twitter Instagram Pinterest Vimeo
Divine 9
  • Home
  • Fraternities&Sororities
  • Entrepreneurship
  • WealthBuilding
  • Brotherhood
  • Sisterhood
Divine 9
You are at:Home » [VIDEO] The Freedom Point Podcast | Mindful Investing with Jonathan DeYoe
Wealth Building

[VIDEO] The Freedom Point Podcast | Mindful Investing with Jonathan DeYoe

adminBy adminMay 30, 2024No Comments5 Mins Read
Facebook Twitter Pinterest Telegram LinkedIn Tumblr Email Reddit
Share
Facebook Twitter LinkedIn Pinterest WhatsApp Email


Thank you, Jeremy, for a great conversation.

ABOUT THE EPISODE

Welcome to the Freedom Point Real Estate podcast! Jonathan DeYoe, a two-time bestselling author, joins Drew McWilliams in today’s episode to share insights on financial education, planning, and the true value of a financial advisor.

Jonathan DeYoe, author of “Mindful Money,” brings over 40 years of investment experience to his role leading a Bay Area wealth management office. He advocates for financial education and fiduciary responsibility, emphasizing goal-driven financial planning over market-focused strategies. Through his podcasts and advocacy, he promotes a mindful approach to personal finance. DeYoe resides in Berkeley with his family, blending financial expertise with a background in philosophy and religion.

Summary

Tip #1: Seek Guidance from Experts

Jonathan’s journey underscores the importance of seeking guidance from experts in financial planning. He emphasizes the role of financial advisors as coaches who help individuals define their goals, create actionable plans, and stay committed to their financial journeys.

“What a good adviser is, is a coach that helps you figure out what you want, helps you build the plan to get there, and then helps you stay on the path of that plan.”

Tip #2: Invest in Financial Education

“We’re in an opportunistic fund, bringing in opportunities for financial relief to performing assets.” The conversation unveils the significant debt coming due by 2025 and the opportunistic approach of Starting Point Capital’s funds, allowing swift acquisitions and calculated returns on investment.

Tip #3: Take Action to Save and Invest

Highlighting the importance of action, Jonathan urges individuals to prioritize saving and investing. Whether through increasing income or reducing expenses, taking proactive steps towards financial security is key.

“The ability to save is a function of both earnings and reducing spending.”

Tip #4: Review and Adjust Retirement Plans

Jonathan emphasizes the need for early engagement in retirement planning discussions. He suggests regularly reviewing and adjusting retirement plans to ensure they align with changing lifestyles and inflation.

“The primary question for 95% of clients revolves around retirement income that rises to meet rising costs and lasts a lifetime.”

Tip #5: Evaluate Advisor Compensation Structures

Encouraging a critical evaluation of advisor compensation structures, Jonathan advocates for transparency and fairness. He suggests exploring fee models that accurately reflect the value provided by financial advisors.

“Charging based on a percentage of assets managed may not reflect the true value of financial planning.”

Tip #6: Embrace Mindfulness in Decision-Making

Highlighting the role of mindfulness, Jonathan encourages individuals to cultivate self-awareness and clarity in financial decision-making. Mindfulness practices enable individuals to navigate uncertainties with greater ease.

“Understanding your biases and quieting internal monologues can enhance decision-making and financial outcomes.”

Tip #7: Cultivate Resilience in Career and Life

Reflecting on career highs and lows, Jonathan underscores the importance of resilience. He emphasizes the need to let go of past regrets and embrace challenges as opportunities for growth.

“You have to let stuff go and understand how your brain works.”

Tip #8: Stay Informed and Engaged

Encouraging individuals to stay informed and engaged in financial matters, Jonathan emphasizes the value of continuous learning. He invites listeners to connect with resources like Mindful Money for accessible financial education and coaching.

“Visit mindfulmoney.com to explore coaching programs and educational resources.”

Tip #9: Plan for Financial Independence

Jonathan stresses the importance of planning for financial independence. He encourages individuals to set clear goals and develop strategies that allow them to achieve financial freedom and live life on their own terms.

“Financial independence is about setting clear goals and developing strategies to achieve them, allowing individuals to live life on their own terms.”

Tip #10: Foster a Growth Mindset

Highlighting the significance of mindset in financial success, Jonathan advocates for fostering a growth mindset. He encourages individuals to embrace challenges, learn from failures, and continuously seek opportunities for personal and financial growth.

“Fostering a growth mindset involves embracing challenges, learning from failures, and seeking opportunities for personal and financial growth.”

ABOUT JEREMY DYER & THE FREEDOM POINT PODCAST

Join Jeremy Dyer and Drew McWilliams as we talk about creating more time freedom through passive real estate investing.

Passive investing in real estate challenges conventional investment wisdom. We are passionate about learning and sharing resources with others who are ready to transform their investing mindset.

We created The Freedom Point Real Estate Podcast to educate you on passive investing in real estate – whether that’s actively or passively, residential single-family homes or commercial apartment buildings. Our focus is essentially anything that has to do with acquiring real estate to build your passive income and making investments that move you towards reaching your Freedom Point, the point to which you reach your version of time and financial independence.

Subscribe & Follow The Freedom Point
iTunes | YouTube | Facebook | Twitter
Instagram | LinkedIn | Website | Website





Source link

Share. Facebook Twitter Pinterest LinkedIn Reddit WhatsApp Telegram Email
Previous ArticleCommand Your Day- With Prophet Troy King
Next Article 17th Century French Aristocracy and Homosexuality
admin
  • Website

Related Posts

The Future of Investment Management is the Paradox of Choice

July 8, 2025

Weekend Reading | Saturday, June 5, 2025

July 7, 2025

Talk Your Book: Autocallable Income

July 7, 2025

Leave A Reply Cancel Reply

You must be logged in to post a comment.

Demo
Top Posts

Corrupt Freemasons religious cult: Inside The Brotherhood, Martin Short, Granada ITV (1989)

July 9, 2025

Balancing Life as a College Student

July 5, 2023

Why Are Sorority Values Important?

July 5, 2023

It’s Not Just Four Years- It’s a Lifetime

July 5, 2023
Don't Miss
Fraternities and Sororities August 11, 2024

Kitchen Closed: Episode 1

source

Questions Remain After UTA Suspends All Fraternity, Sorority Activites

Puerto Rican Day Parade – AR GRAFFITI – pepper_one – KOAR M9,

The Surprising History of South Africa

Stay In Touch
  • Facebook
  • Twitter
  • Pinterest
  • Instagram
  • YouTube
  • Vimeo

Subscribe to Updates

Get the latest creative news from Chapter App about design, business and telecommunications.

Demo
About Us
About Us

Welcome to the Divine9 Blog, your ultimate destination for uncovering the transformative power of fraternities, sororities, wealth building, and entrepreneurship. Join us on this captivating journey as we explore the rich tapestry of experiences, wisdom, and knowledge that these four remarkable categories have to offer.

Facebook Twitter Pinterest YouTube WhatsApp
Our Picks

Corrupt Freemasons religious cult: Inside The Brotherhood, Martin Short, Granada ITV (1989)

Memphis Alumni Nupes | Phoenix Conclave 2025 | Full VLOG | (Dir. by @LouisCalhoun)

Publicity or public relations? | Seth’s Blog

Most Popular

Preamble of Indian Constitution | MCQs on Preamble | Important MCQs | भारतीय प्रस्तावना | GK Updates

October 28, 2024

UTSC Toronto fraternity: Get more from university student life. Develop leadership, help charities

August 18, 2023

What if I’m Shy!? | NPHC Advice | Corey Jones

December 1, 2023
© 2025 Divine9.blog
  • About us
  • Contact us
  • Privacy Policy

Type above and press Enter to search. Press Esc to cancel.