About Jonathan DeYoe
I am a behavioral financial advisor and an angel investor. I’m an author and a speaker. I’m an advocate of financial education, the fiduciary standard, and mindfulness as tools to promote better personal financial outcomes.
Why did you become an entrepreneur, speaker, author, etc in the first place?
I don’t feel like I really had a choice in the matter. That’s is a little tongue in cheek – but only a little. It never dawned on me that I would do anything besides what I am doing. The book was a 7 year labor of love, but it was something that HAD to come out. It demanded to be written.
You can Find me Online at
How do you deal with fear?
I plan ahead.
I focus on my inputs (not outcomes).
I exercise patience (esp. when discipline is too hard).
Most importantly… I Believe, “This too shall pass.”
How do you deal with rejection?
I remind myself that it isn’t usually personal. And when it is personal; it is likely mutual.
There are just too many good things to get mired in the individual bad ones.
What’s the name of your company? What exactly does your company do, how do you help people?
We work in 3 areas. Our primary offering is family wealth management. We have services that support both wealthy families with in depth planning and custom investing AND people just starting out with digital services and education. We offer retirement plan services to employers and education to employees. And I do speaking and workshops to spread financial education as widely as possible.
Name one of the biggest challenges you have faced and how did you overcome it?
Perhaps strangely, I have a lot of anxiety about money. We couldn’t reach the “middle-class” rung of the ladder when I was growing up and I have a near constant fear of falling back there. A lot of my own internal processes are built to manage that fear. This has translated into a lot of interesting psychological gymnastics personally, relationally, and in business.
I am aware of it, but it sneaks up on me from time to time. I’m not sure “overcome” is a word I would use in this regard.
Related content: Discover the 3 Secrets to Retiring Wealthy with Jonathan DeYoe
What piece of advice do you wish someone had given you at the start of your career?
Keep your head down, focus on your efforts, don’t worry about what everyone else around you gets or how easy or hard their path is.
The reality is… we can’t know what someone else did to get there or what they had to endure. We get to see outcomes, but we almost never see the work that occurs first.
Actually, I was given that advice. I wish I would have listened more closely.
Who are your biggest influences and people you admire and why?
My parents. They raised 2 kids with a lot of Love, but with few resources. They made and they gave us incredible life and heart lessons. They taught us to be grateful, work hard, and help out.
After my parents, there were a few great professors that made big impacts. Marvin Shaw pushed me to go to Grad School. Steve Goodman taught me that I would waver until I didn’t waver… and I didn’t need to beat myself up about it.
And after a few professors, there have been a few leaders I admire – Simon Sinek; Steven Pressfield, Ken Robinson, Nick Murray – there are too many to list.