Jonathan DeYoe, CPWA®, AIF®

Author, Speaker, & CEO of Mindful Money

Jonathan DeYoe is a Financial Advisor and the CEO of Mindful Money, a comprehensive financial planning and retirement income planning service based in Berkeley, California. With over 25 years of financial advising experience, Jonathan is a speaker and the best-selling author of "Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend." Jonathan holds a BA in Philosophy and Religious Studies from Montana State University-Bozeman. He studied Financial Analysis at the CFA Institute and earned his Certified Private Wealth Advisor (CPWA®) designation from The Investments & Wealth Institute. He also earned his Accredited Investment Fiduciary (AIF®) credential from Fi360. Jonathan has been featured in the New York Times, the Wall Street Journal, Money Tips, Mindful Magazine, and Business Insider among others.

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Co-authored Articles (16)

Filling Out a Money Order: Everything You Need to Know

Learn how to quickly and easily fill out a money order correctly Money orders are a great way to get money where it needs to go quickly—but the front has a lot of blanks and can be confusing at first. What information ...

How to

Ask Your Friend to Pay Back the Money They Owe You

If you've loaned money to a friend, asking them to repay you may seem like an awkward proposition. However, when handled properly, you can reclaim the money you loaned out without losing the friendship.

How to

Calculate NPV

If you’ve never calculated net present value (NPV) before, the process can feel kind of perplexing. Don’t worry though—once you know the formula, calculating NPV isn’t hard. We’ll walk you through how to do it ...

How to

Calculate Annualized Portfolio Return

If you want to find out how much you're earning on your investments, you likely know that you can subtract the starting value from the ending value. If you then divide that number by the starting value and multiply by 10...

How to

Calculate Dividends

When a company makes money, it usually has two general options. On one hand, it can reinvest this money in the company by expanding its own operations, buying new equipment, and so on. (Money spent this way is called "re...

How to

Change Social Security Direct Deposit

Practical information to help you get your Social Security benefits in the account where they belongStarting in 2013, a new law went into effect that requires all Social Security benefits to be deposited electronically i...

How to

Annualize

Annualization is a predictive tool that estimates the amount or rate of something for an entire year, based on data from part of a year.. 15 October 2020. This tool is primarily used for taxes and investments. If you're ...

How to

Borrow Money from a Friend

Borrowing money from a friend seems like it should be easier and more flexible than trying to get a bank loan. However, adding money to a friendship can be a recipe for disaster if done hastily. Before asking your buddy ...

How to

Calculate the Growth Rate of Nominal GDP

There are several calculations that a country can make when trying to measure its economic progress. The gross domestic product (GDP) has become the foremost measure of economic activity for most countries. It is the mea...

How to Use Borrow and Lend Correctly (with Examples)

The words “borrow” and “lend” can be super confusing, so it’s easy to mix them up. “Borrow” means you want to take something that belongs to someone else, while “lend” means that you're temporarily givi...

How to

Find a Home After Divorce with Limited Finances

Divorce is an emotionally draining experience, and on top of everything else you need to find somewhere to stay. There are fewer options for people with limited finances. Since you probably can’t buy a home, you should...

How to

Calculate Annualized GDP Growth Rates

The GDP is the Gross Domestic Product of a country or region over some chosen time period. This single figure represents the value (in local currency) of all of the goods and services produced within that region over a s...

How to

Retire Young

Not everyone wants to work until they're 65, but the allure of retiring at a young age seems out of reach to many. Although it may be difficult, retiring young is not impossible. With hard work, discipline, and persisten...

How to

Protect Assets From Nursing Home Expenses

The Department of Health and Human Services reported that by 2010 nearly 10 million Americans required long-term care. It is expected that 70% of people turning 65 will need long-term care at some point in their lives an...

How to

Gift Money to Grandchildren

As a grandparent, you want to help out your grandchild any way you can—and gifting them money is often one of the best options. But you may be worried about things like taxes, or even how your grandchild will end up sp...

How to

Live Off Interest

With careful planning, it is possible to live off the interest from your investments. The more money that you can invest upfront, the more interest you will be able to collect as income. If you can't live entirely off of...