Oct 6, 2020
Financial planning has always seemed like voodoo to me.
Luckily, I have a podcast and can interrogate the experts.
Turns out, there are only 3 things you need to do for successful financial planning.
The trick is sticking to them.
But according to Jonathan DeYoe, Founder and CEO of Mindful Money and President of DeYoe Wealth Management, that’s easier said than done for most people.
He joins me on the show today to discuss why so many people are so bad at financial planning and what we can do about it.
Jonathan explains:
- What our culture gets wrong about financial planning
- The best way to approach investments
- Rethinking our definitions of success
This post includes highlights of our podcast interview with Jonathan DeYoe, Founder and CEO of Mindful Money and President of DeYoe Wealth Management..
For the entire interview, you can listen to The B2B Revenue Executive Experience. If you don’t use Apple Podcasts, we suggest this link.