E145 – One Step At A Time: How Mindfulness, Planning, and Goal-Setting Will Change Your Business and Your Life | with Jonathan DeYoe

Jonathan DeYoe found a way to mesh his passion for philosophy with a finance career when he founded Mindful Money wealth management, financial planning and client education. He’s also the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. All in all, Jonathan is a huge advocate for the power of mindfulness and planning, and today, he’s sharing how both can change your business and your life. 


Jonathan says the most important part of reaching your goals is to plan the steps you need to take to get there – starting with the ones you can take today. That’s why his One Big Tip is to worry less about the outcomes and focus more on the inputs!

In this episode, Jonathan explains the importance of mindfulness and shares tips for how you can set yourself on the path to your goals today. He even takes us through his own planning process and shares all the benefits that thoughtful planning can bring into your life and your business. It’s all about making little changes each day – and the payoff is well worth it!

In this episode:

  • [1:41] Jonathan shares how he got started in wealth management and how he found a way to link this with his background in philosophy and religious studies. 
  • [3:37] What’s the link between mindfulness and finance? Jonathan breaks it down and explains how mindfulness helps us step out of our emotional biases when it comes to decision-making. 
  • [9:30] We dive into Jonathan’s One Big Tip: Focus more on inputs and less on outcomes!
  • [11:45] Jonathan says the key to planning is to understand where you want to go and figure out the building blocks to get there. 
  • [13:47] So how should you go about planning? Jonathan explains his own annual goal-setting visualization process. 
  • [15:58] Wondering what sort of successes can come from a planning process? Jonathan shares the ways it’s changed his own life.
  • [17:47] We discuss how goals can take a long time to reach – that’s why it’s important to take it day by day.

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