The Mindful Piece Before Investing In Real Estate with Jonathan DeYoe


Manage episode 293622078 series 2810875
By Goodegg Investments, Julie Lam, Annie Dickerson, and Whitney Hutten. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
  • How to remain calm during an economic crisis
  • The need for predicting the future when investing
  • The role of women in financial planning
  • Finding the work you love
  • What is Equity holding and how does it work?
  • The income stream needed for retirement
  • What to own that goes up in value

Life and Money Impact Round

  • What is the one thing to do now to live a meaningful and intentional life by design?
  • What is one life or money hack that you can share to make an impact on others' lives?
  • One thing to do right now to make the world a better place



Born and raised in Rapid City, South Dakota, Jonathan moved to Berkeley, California in 1994 to attend the Graduate Theological Union’s Institute of Buddhist Studies (IBS). The following year he began his career in financial services and found his true vocation.

He founded DeYoe Wealth Management in 2001 because he wanted to offer independent financial advice and unparalleled customer service in a warm, welcoming, client-centered environment. Today, Jonathan and his team manage close to $250,000,000 for nearly 235 families and non-profits in the Bay Area and beyond.



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Thanks for listening, and until next time, keep investing for good!

101 episodes