The money hierarchy has snuck up on us in this day and age, and we need to discuss why we need to guide the next generation and upgrade their level of awareness to it. In this episode, Jonathan DeYoe joins host Ian Lobas to enlighten us with crucial knowledge on how identity is viewed today.
Jonathan started as a Financial Advisor in a Wall Street firm in 1996 - right out of graduate school. Jonathan started DeYoe Wealth Management in 2001 to simplify personal finance and help busy people live meaningful lives. Their dedication to first class service, the commitment to evidence-based investing, and a client first philosophy have placed their firm in a category by itself.
Financial planning is not about money and the real benefits of financial planning are not financial. At its best, financial planning is about building futures, protecting families, creating legacies and encouraging clients to pursue their passions. Jonathan does his best work in the place where love and money overlap.
Investment success is determined more by choices than by market and economic data. They have created a comprehensive ecosystem of advice to simplify decisions, reduce anxiety and empower clients to stay true to both their life-purpose and the financial plan that they have designed together.
When you’re done listening, be sure to check out our other amazing shows on building a meaningful legacy, including Living Your Legacy Now and Finding Your Lifelong Passion.
In this episode, you will learn about
6:41 - A Relationship with Money
12:08 - Behavioral Psychology
16:00 - Finding Your Identity
25:51 - The Generational Financial Transition
45:53 - Turning the Tension Around
Book Mentioned:
Mindful Money by Jonathan DeYoe
Connect with Jonathan DeYoe on:
Website:https://mindful.money
Twitter: https://twitter.com/DeYoeWealth
Instagram: https://www.instagram.com/mindfulmoneyplan
Facebook:https://www.facebook.com/DeYoeWealth/
LinkedIn: https://www.linkedin.com/in/jonathandeyoe/
Connect with Ian Lobas & the Men on Purpose podcast:
Email: [email protected]
Website: https://ianlobas.com/podcast/
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