Welcome to Episode 77 of Building My Legacy.
In this podcast, accomplished financial advisor Jonathan DeYoe talks about mindful financial investing, responsibility, and priority setting – topics that are so important today as the continuing COVID-19 pandemic has created financial stress for so many of us.
In working with clients, Jonathan concentrates on being goal-focused and understanding what’s important to each client. This ensures that working together, Jonathan and his client will build a portfolio that works – regardless of what you hear in the media, what your brain may tell you, or even what your parents say is important. As one client told him, “Jonathan, I finally get it. You don’t manage investments. You manage people.” Jonathan also shares with us his thoughts on the two kinds of legacy – your legacy of values as well as your financial legacy that can last for multiple generations.
So if you want to know:
- The importance of our physiological, psychological, and cultural response to money
- Why sometimes the best thing you can do with your investments is nothing
- What mindfulness is and how, in personal finance, it provides a doorway to reason
- How your values should serve as a foundation for your financial life
- Why it’s never too late to begin planning your financial legacy
About Jonathan DeYoe
With more than 24 years’ experience as a financial advisor, Jonathan DeYoe managed investments at a number of Wall Street companies before founding his own financial planning firm. Today he and his team at Mindful Money teach simple steps to financial success and ways to overcome emotional and cognitive biases related to money. A contributor to personal finance matters for the Huffington Post, Business Insider, NerdWallet, and MindBodyGreen, he has been featured in the Wall Street Journal and The New York Times. His best-selling book, Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend, illustrates how he believes a financial advisor can provide the most value. Jonathan asks each of his clients, “What’s important to you?” and then uses this information to help his clients understand how their values create a foundation for their financial lives. It’s Jonathan’s ultimate goal to help his clients live happier, more fulfilling lives, and build the legacy they want to leave.
About Lois Sonstegard, PhD
Working with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?
Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:
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Mike Saunders, MBA
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