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Mindful Investing
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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.
Want to learn more? Visit www.startingpointcapital.com
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.
CONNECT WITH JONATHAN DEYOE!
Website: https://mindful.money/
LinkedIn: https://www.linkedin.com/in/jonathandeyoe/
CONNECT WITH DREW MCWILLIAMS!
Website: https://startingpointcapital.com/
LinkedIn: https://www.linkedin.com/in/drew-mcwilliams-cfe-3b041a5/
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