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.
Previous guests include: Eric Shaver, Managing Partner at Kensei Partners, Harry Spaight, Founder of the Selling with Dignity, Jeroen Corthout, Co-Founder at Salesfare
Check out our three most downloaded episodes:
- Episode 189: 5 Things CRM Software Should Help You Do w/ Jeroen Corthout
- Episode 299: How to Break the Used Car Salesperson Stereotype with Harry Spaight
- Episode 301: From Tech Sales to Business Conversation with Eric Shaver
If you are interested in joining The B2B Revenue Executive Experience as a guest, please complete this form: fame.so/vsa-guest