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In this heartwarming episode, I had the pleasure of welcoming Jonathan DeYoe, a true sage in the realm of financial wisdom and the host of the Mindful Money podcast. Jonathan's journey is a testament to resilience and transformation—from his humble beginnings in a financially constrained family to mastering the art of mindful money management. Together, we dove deep into the intricacies of our shared pasts and how they've shaped our pursuit of not just abundance, but meaningful, value-driven lives. I'm thrilled to share with you Jonathan's remarkable story that is sure to resonate with anyone seeking to chart their own course from scarcity to security.

There's a certain magic that unfolds when storytelling intertwines with financial empowerment, and this episode is rich with both. As a parent and someone who is genuinely empathetic, Jonathan brought to light the delicate dance of instilling the value of money in children without overindulgence. We swapped tales from our banking days and explored how service and inclusivity can redefine success in the finance industry. As Jonathan approaches his 100th episode, I invite you to join us in this celebration of connection and wisdom. Jonathan's insights on democratizing economic security and investing with purpose are not just compelling—they're transformative. Tune in, and let's embark on this journey of mindful finance together.

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Key Takeaways

00:00 Jonathan DeYoe's Finance and Mindful Money Journey

06:08 Parenting and Success in Finance

10:00 Wall Street and Personal Finance Lessons

17:05 Investing Success

28:05 The Evolution of Podcasting

36:59 Gaining Strength, Helping Others

43:31 Celebration of Podcasting and Conversation Journey

Tweetable Quotes

"I was raised without any money, so the thing that you don't have when you grow up is kind of the thing you end up coveting or wanting or desiring."

"Just knowing more about how to invest does not mean you're a more successful investor... Investing is 100% forward-looking. It requires us to either know something about the future, which is impossible... So what can I do? Well, oddly, there's a ton of academic research that tells us what we should do and it's very clear. It's not complex."

"The largest benefit that the advisor provides is behavioral support... The point of that is to provide some calm and to move people out of the amygdala fight-or-flight response into the frontal cortex. Have them think about it, reflect on their plan, realize that, hey, probably the best thing I can do for myself is sit on my hands right now, not do anything, ride this out, this too shall pass."