Welcome to the Money Tree Investing Podcast.

Stock market, wealth, personal finance, value stocks, invest in your life.

Hello, Smart Money Tree Podcast listeners.

Welcome to this week's show.

My name's Kurt Chisholm and I'll be your host.

So today I'm joined with Jonathan Dio.

How you doing it, Jonathan?

Doing well, Kirk.

How you doing? Good. Well,

those of you long-time listeners will know that Jonathan's been on the show before. You know,

I like his brand of financial advice, so I wanted to have him back on. But for those of you who have

not heard him before, Jonathan, tell us a bit about your background. Yeah, so I've been an advisor

for 25 years. I became an advisor right out of graduate program and Buddhist studies. So

sort of an odd path. And it took me until probably eight years ago to really merge those two things

together. I was always a little bit of worried about, you know, the financial services industry

is kind of tough. That's very competitive. And I was always worried about naming my firm mindfulness.

So when I changed the name of the firm to mindful money, I was expecting a lot of pushback, a lot of, what are you doing? It's squishy. It's too soft. This is about finance. I didn't get any of that. I'm in Berkeley, California. That kind of makes some sense, I guess. In 2021, my brother passed. So I ended up merging my firm into a larger firm.

And so I kind of stepped down as a CEO.

I have great management now.

I love working at EP wealth.

It's great.

I now just work with clients, and I focus most of my efforts on mindful money, which is

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