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Mindful Investing
Welcome to the Freedom Point Real Estate podcast! Jonathan DeYoe, a two-time bestselling author, joins Drew McWilliams in today's episode to share insights on financial education, planning, and the true value of a financial advisor.
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Jonathan DeYoe, author of "Mindful Money," brings over 40 years of investment experience to his role leading a Bay Area wealth management office. He advocates for financial education and fiduciary responsibility, emphasizing goal-driven financial planning over market-focused strategies. Through his podcasts…
The skinny
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