Wealth Management – What Is It and Why Is It Necessary?
Jonathan DeYoe is the best-selling author of Mindful Money: Simple Practices for reaching your Financial Goals and increasing your Happiness Dividend. He writes and speaks about the intersection between love and money. He has been investing for 40 years and been a financial advisor for 25. He started his firm in 2001 and he is a big believer in financial literacy training and a big advocate for the fiduciary standard.
The Mindful Money team provides:
1. Families with comprehensive wealth management services,
2. Employers with retirement plan services, and
3. Employees with financial literacy training.
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*E – explicit language may be used in this podcast.