Videos

June 12, 2024

Amy Schiller - Revolutionizing Philanthropy: Amy Schiller's Vision

SUMMARY ——————————— In this episode, I speak with Amy Schiller; a Writer and Political Philosopher who has spent over 15 years in major gift fundraising. Amy's insights into philanthropy are both profound and practical, as she explores how we can use our resources to truly enrich our communities. We dive…

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June 5, 2024

Miriam Castilla - From Broke to Six Figures: Miriam Castilla’s Journey of Financial Empowerment

SUMMARY ——————————— In this episode, I speak with Miriam Castilla, a Money Mentor, Author, and Speaker who has a unique approach to financial well-being. Miriam's journey from a broke single mother to a successful business owner is nothing short of inspiring. She combines her background in engineering and finance with…

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May 29, 2024

John Crane - Mastering Cash Flow: Insights from Financial Advisor John Crane

SUMMARY ——————————— In this episode, I speak with John Crane, a Seasoned Financial Advisor with over two decades of experience. John has a unique approach to personal finance, especially when it comes to budgeting. He shares his journey from struggling with traditional budgeting methods to developing the "One Number Budget"…

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May 22, 2024

Mick Heyman - How Mick Heyman Stays Calm in Financial Storms

SUMMARY ——————————— In this episode, I speak with Mick Heyman, a Seasoned Financial Analyst and Founder of Heyman Investment Counseling. With over 40 years in wealth management, Mick brings a unique perspective that blends formal education in economics with a deep understanding of human psychology and philosophy. We dive into…

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May 15, 2024

Victor Haghani - True Costs of Trading and Investment Biases

SUMMARY ——————————— In this episode, I speak with Victor Haghani, a Seasoned Financial Expert whose journey through the realms of high finance is nothing short of enlightening. Victor shares his rich history, from his early days in New York and Iran to his pivotal roles at Salomon Brothers and Long-Term…

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May 8, 2024

Jason Feifer - Moving From Fear to Opportunity and Turning Challenges Into Success

SUMMARY ——————————— In this episode, I speak with Jason Feifer, the Editor-in-Chief of Entrepreneur magazine. We discuss the constant evolution of technology and its impact on society, a theme Jason explores deeply through his professional and personal experiences. Jason shared insights on how historical technological advancements, like the telegraph, were…

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May 1, 2024

Heather & Douglas Boneparth - From Corporate to Co-Founders: The Journey to Financial Collaboration

SUMMARY ——————————— In this episode, I speak with Douglas and Heather Boneparth. Douglas, a Seasoned Financial Advisor, and Heather, a Former Corporate Attorney, share their journey and insights on managing finances within a relationship. They discuss the evolution of their financial strategies, especially in light of the global pandemic and…

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April 24, 2024

Liz Frazier Peck - From Allowances to Financial Independence: Guide to Raising Money-Savvy Kids

SUMMARY ——————————— In this episode, I speak with Liz Frazier Peck, a Fee-only Certified Financial Planner and a passionate advocate for financial literacy. Liz shares her journey from growing up in a financially savvy household to becoming a leading voice in personal finance education. We discuss the importance of introducing…

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April 17, 2024

Ben Wildavsky - The Economics of Learning: Insights on Higher Education

SUMMARY ——————————— In this episode, I speak with Ben Wildavsky, a seasoned expert in education policy and a visiting scholar at the University of Virginia School of Education and Human Development. Ben shares insights from his new book, "The Career Arts: Making the Most of College, Credentials, and Connections,” new…

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April 10, 2024

Ryan Craig - Apprenticeships for Skill Development and Economic Growth

SUMMARY ——————————— In this episode, I speak with Ryan Craig, who brings a wealth of knowledge from the intersection of education and workforce development. Together, we tackle the pressing issue of America's skilled labor gap, dissecting how apprenticeships serve as a robust answer to our education and economic concerns. Ryan…

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April 3, 2024

Henry Oliver - Late Bloomers Success Stories

SUMMARY ——————————— In this episode, I speak with Henry Oliver, a man whose passion for celebrating life's late bloomers is both infectious and deeply insightful. We dive into the rich narratives of those who've found their stride well beyond the conventional timelines of success, and Henry, with his upcoming book…

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March 31, 2024

Versus "The Gathering Darkness" Part 9 - What About Social Responsibility (ESG)?

SUMMARY ——————————— In this episode, I dive deep into the world where ethics meet investments, and I'm thrilled to guide you through the often-misunderstood realm of Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) principles. It's not just about aligning your portfolio with your personal values, but also…

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March 20, 2024

Versus “The Gathering Darkness” Part 8 - Defining The Great Companies of the US and the World

SUMMARY ——————————— In this episode, I take you through the ins and outs of equity investment, peeling back the layers of complexity to reveal a clear, tax-efficient strategy that can grow your wealth with ease. We talk about the power of global all cap portfolios and how they might just…

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March 13, 2024

Versus “The Gathering Darkness” Part 7 – Outcome of a Lifetime Commitment to Equities

SUMMARY ——————————— In this episode, we dive deep into the world of financial fortitude, with a focus on not just weathering the storm, but creating a legacy that'll ripple through generations. I've laid out a blueprint that demystifies the complex world of investing, breaking down how a disciplined approach and…

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March 6, 2024

Versus “The Gathering Darkness” Part 6 – Support Owning Great Businesses

SUMMARY ——————————— In this episode, we take a deep dive into the timeless approach of equity ownership for wealth building. It's all about cutting through the noise and focusing on the proven success of investing in the finest companies worldwide. I tackle the 'this time is different' myth head-on, offering…

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Feb. 28, 2024

Versus “The Gathering Darkness” Part 5 – Support Ownership of Great Businesses

SUMMARY ——————————— In this episode, I dive deep into the often-misunderstood realm of retirement planning, debunking the myths that might have you believe bonds are the be-all and end-all for a secure financial future. We've been told time and again to play it safe as we age, but I'm here…

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Feb. 21, 2024

Versus “The Gathering Darkness,” Part 4 – Support Ownership of Great Businesses

SUMMARY ——————————— In this episode, I invite you to unlock the potential of your financial future through the lens of innovation and human ingenuity. Together, we dive into the world of investing where I blend personal stories with historical insights to show you how investing in pioneering companies can lead…

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Feb. 14, 2024

Versus “The Gathering Darkness,” Part 3 – Support Ownership of Great Businesses

SUMMARY ——————————— Join me, Jonathan DeYoe, on a journey of financial acumen in the latest episode of Mindful Money, where we unravel the secrets to amassing wealth in the face of global economic tremors. With a deep dive into the remarkable resilience of profit-driven corporations, like the hotel behemoth Marriott…

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Feb. 7, 2024

Versus “The Gathering Darkness,” Part 2 - Support Ownership of Great Businesses With an Adult Memory

SUMMARY ——————————— In this episode I unravel the fabric of the 1970s—a decade of economic turmoil—and extract the golden threads of wisdom that are just as relevant to today's investor. We'll challenge the fallacy that "this time is different," shining a light on the enduring power of human ingenuity and…

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Jan. 31, 2024

Versus “The Gathering Darkness,” Part 1 - Support Ownership of Great Businesses

SUMMARY ——————————— In this episode, I guide you on an eye-opening exploration of long-term investment, where we courageously confront the myths that have long clouded our financial judgment. This isn't just a lesson in diversification; it's a profound revelation in how you can become part-owner of the world's most successful…

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Jan. 26, 2024

The Commitment to Business Ownership Builds Wealth; The Gathering Darkness Tests That Commitment 0/9

SUMMARY ——————————— In today's episode, I delve into the empowering reality that the vast majority of wealth in America is not handed down through generations but is actually self-made. It's a fact that flips the script on economic fear and opens up a world of possibility for anyone with the…

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Jan. 17, 2024

Jennifer Dazols - Financial Planning for Women and LGBTQ+ Communities

SUMMARY ——————————— In this enlightening episode of the Mindful Money Podcast, host Jonathan DeYoe is joined by Jennifer Dazols of Modern Family Finance for a deep dive into the intersection of personal finance and individual values, with a particular focus on the unique financial planning needs of women and the…

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Jan. 11, 2024

Spencer Sherman - Growing Outer Riches from Inner Wealth

SUMMARY ——————————— Spencer Sherman is a financial advisor and the Founder and former CEO of Abacus, a values-driven financial planning firm in Northern California. He’s known for his mindfulness-based approach to money. He’s the author of The Cure for Money Madness, and he’s a proponent of this idea that our…

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Jan. 4, 2024

Building Wealth Through the Power of Spirituality & Investing with Elizabeth Ralph

SUMMARY ——————————— Elizabeth Ralph is a wealth strategist and intuitive investor who retired at the age of 39 to help others reach financial freedom in non-traditional ways. She was a financial executive and an energy trader until in 2012 she had an epiphany while feeding Cheetos to a kangaroo on…

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