Goals Focused, Planning Driven with Jonathan DeYoe

August 16, 2020

On this show, we talked about the value of impartial financial literacy and where to find it as well as what to avoid, the value of community as well as simplicity with Jonathan DeYoe, CPWA, AIF, author, speaker and Founder of Mindful Money.  Listen to learn why shiny objects and hot takes are the enemy of your financial plan!

For the Difference Making Tip, scan ahead to 22:24!

You can learn more about Jonathan at Mindful.Money, Twitter, Facebook and LinkedIn.

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George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019!

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