Tag: Loss

FEATURE
The Healthy Advisor: Rebuilding Healthy Habits After Traumatic Loss With Jonathan DeYoe

The Healthy Advisor: Rebuilding Healthy Habits After Traumatic Loss With Jonathan DeYoe

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A little over a year ago, advisor Jonathan DeYoe was in a healthy place; he was meditating on a regular basis, working out, eating and sleeping right.

But in the summer of 2021, he tragically lost his only brother and business partner when he drowned in the Pacific Ocean. He says his life came to a “screeching halt” that day. While coping with grief, he struggled to stay healthy. Since then, he has been on a journey to rebuild healthy habits after experiencing this huge loss.

In this episode, Diana Britton, managing editor of WealthManagement.com, speaks with Jonathan DeYoe, senior vice president of EP Wealth Advisors in Berkeley, Calif., author of “Mindful Money” and host of the Mindful Wealth Podcast, about the struggles of maintaining healthy habits during tragic times. 

Jonathan discusses: 

  • How his habits changed while working on Wall Street
  • The wake-up call that motivated him to improve his lifestyle
  • What happened in the weeks and months after his brother’s passing
  • Reasons to seek help and support, instead of trying to manage grief on your own
  • The process of rebuilding healthy habits following a major breakdown
  • How his brother’s passing impacted the work he’s doing now

Connect With Jonathan DeYoe:

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About Our Guest:

Jonathan DeYoe has been involved with the financial services industry for more than 25 years. Prior to joining EP Wealth Advisors in 2021, his career journey led from being a seminarian and Buddhist academic to a financial advisor. After spending 5 years with large Wall Street companies (“just enough to know better”), Jonathan launched his own firm, growing it from 6 clients to 280 over the course of 20 years.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.



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FEATURE
The Healthy Advisor: Closure at the Grave With Vance Barse

The Healthy Advisor: Closure at the Grave With Vance Barse

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The loss of a loved one can lead to a tidal wave of emotions before reaching acceptance and continuing on in life without them.

Before starting his own practice, advisor Vance Barse experienced profound grief after losing five family members, including his biological father who he had never met. However, this darker time in his life was followed by a period of life-changing introspection, which forced him to rethink his personal and professional life.

In this episode, WealthManagement.com’s Managing Editor Diana Britton is joined by Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, who shares his journey through grief toward acceptance. Vance reveals the emotional struggle he faced and what led to the completion of the journey his father never took.

Vance discusses: 

  • The “18-month window” that changed his life forever
  • The moment when the emotional baggage related to his father was lifted off his shoulders
  • How to overcome the struggles of acceptance and closure
  • The biggest realizations he had on his motorcycle journey across the country
  • How mindfulness and meditation helped him overcome the challenges
  • How his experiences shaped the work he’s doing now

Connect With Vance Barse:

Connect With Wealth Management & NREI:

About Our Guest:

Vance Barse, is a wealth strategist and founder of Your Dedicated Fiduciary. He began his career in the financial services industry at Altegris Investments, where he served as an investment consultant to leading private wealth and retail financial advisers throughout the U.S. He saw firsthand that many advisers are constrained in their approach to planning, often leaving clients underserved. After nearly a decade in this role, Vance became a financial planner and founded Your Dedicated Fiduciary with a simple mission: to be authentic, transparent, and have a positive impact on the lives of his clients.



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