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Episode 131

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Published on:

30th Oct 2024

131: Modular Financial Planning 09: Simple, Basic, Mindful Investing

In this episode of Mindful Money, we break down the essentials of mindful investing within the larger modular financial planning framework. We’ll focus on three foundational practices: asset allocation, diversification, and rebalancing. These simple yet powerful steps can guide you to a successful long-term portfolio without succumbing to market predictions or emotional reactions. We’ll also discuss mindfulness exercises, like box breathing and body scans, to help manage the impulses of fear and envy in investing. By staying present and committed to these principles, you can navigate the market’s ups and downs with confidence and peace of mind.

In this episode:

  • (00:00) - Intro
  • (01:27) - The importance of managing investments and people
  • (06:21) - Core practices of mindful investing
  • (07:34) - Asset allocation explained
  • (10:55) - Diversification and its benefits
  • (12:40) - Rebalancing your portfolio
  • (18:49) - Mindfulness practices for better investing
  • (23:17) - The benefits of mindfulness on your investments

Get full show notes and links at https://mindful.money. 

Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.



This podcast uses the following third-party services for analysis:

Chartable - https://chartable.com/privacy
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About the Podcast

Mindful Money
Do you struggle with money? You’re not alone.
Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration it becomes destructive. 
The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort.
Join Mindful Money author and experienced 40-year investor Jonathan DeYoe as he shares stories from artists, authors, entrepreneurs, and other advisors about how they mindfully minimize their need to think about money and get more out of life.
If you aren’t happy with your finances, feel like money takes more time that it should, or want to place your financial decisions into the broader context of your life, this show is for you. 
Each episode will draw the line between the “enough” activities that the academics tell us are additive to family outcomes, and those “little bit more” efforts that take time and sap energy, but do NOT improve outcomes.

About your host

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Jonathan DeYoe

Jonathan DeYoe is a best-selling author, speaker, financial advisor and angel investor. He is a husband, father and a practicing Buddhist. His simple underlying message brings a welcomed sense of order to financial chaos and restores a calm center to your financial life.