Mindful Investing

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/