Podcasts about earn invest

What happens when the career you built your life around stops feeling like it fits? Today, I'm talking to Jordan Grummet about what it really looks like to wrestle with purpose—especially during big life transitions like retirement.   Jordan opens up about losing his father at a young age, pursuing medicine to honor his legacy, and eventually realizing that career wasn't fulfilling him. We covered the struggle between societal expectations and our own authentic path, and how to find meaning after a life-altering shift.   Jordan, an author and host of the Earn & Invest podcast, brings a perspective shaped by both his work in hospice care and his own experience of stepping away from a path that no longer felt right.   It's a conversation about what happens when we let go of old identities and start figuring out what comes next. In this episode, you'll hear: Why purpose feels like such a monumental challenge in retirement Jordan's story of legacy, loss, and what medicine couldn't give him The slow burn of professional misalignment and how he woke up to it How powerful external voices influence our life choices The Purpose Code path forward into a more meaningful second act   Resources jordangrumet.com The Purpose Code  

In today's episode, we talk with Certified Financial Planner Mary Clements Evans, author of "Emotionally Invested". Mary shares her approachable, jargon-free insights on personal finance. We break down the emotional aspects of financial planning, focusing on the personalities that drive financial behaviors.   Mary also delves into her own experience of transitioning from corporate America to launching her own financial advisory firm at the age of 52. We discuss the importance of having a financial plan, understanding your cash flow needs, and creating a comfortable space for discussing often-intimidating financial topics. By the end of the episode, you'll be inspired to take control of your financial future while debunking many common myths related to financial planning. So grab a notebook and tune in—it's time to keep what you earn!   What You'll hear in this episode: [0:50] Meet the Expert: Mary Clements Evans [2:25] Mary's Journey to Financial Planning [5:35] Understanding Financial Designations [14:00] Client Personalities: FOMO vs. FRO [21:40] The Financial Therapy Session [22:15] Promoting the YouTube Channel22:37 Couples and Financial Dynamics [23:30] Women in Financial Meetings [24:30] Solution-Focused Financial Advice [26:50] Understanding Volatility and Risk [30:25] The Importance of Financial Education [37:40] Personal Financial Stories   If you like this episode, check out: Shannon's Appearance on "Earn & Invest" with Jordan Grumet Don't Stop Playing the Long Game Financial Planning Basics for Personal Wealth with Drew Faloon   Connect with Mary on LinkedIn https://www.linkedin.com/in/mary-clements-evans-098538 Get your copy of Emotionally Invested: https://www.amazon.com/Emotionally-Invested-Outsmart-Fearless-Retirement/dp/B0DSS7XJKS   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

I speak with Dr. Jordan Grumet about building purpose for a happier and more meaningful life. If you're feeling stuck, as many of us so inevitably do at some point, Dr. Grumet has a new book out called The Purpose Code (Amazon) to help you find your way.  You can learn more about Dr. Grumet's book and his podcast, Earn & Invest, at Jordangrumet.com.  If you enjoyed this episode, I'd appreciate a share, rate and review. Each podcast takes hours to record and produce and your reviews keep me going.  If you want to stay on top of everything I write on Financial Samurai, you can subscribe to my free weekly newsletter here (www.financialsamurai.com/news).

Hi, and welcome to The Long View. I'm Christine Benz, director of personal finance and retirement planning for Morningstar. On the podcast today, we welcome back Jordan Grumet. Jordan's latest book is called The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. His previous book was called Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. Jordan is a hospice doctor, and he hosts the popular Earn & Invest podcast. He received his undergraduate degree from the University of Michigan and his medical degree from Northwestern University. Jordan, welcome back to The Long View.BackgroundBioThe Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting LegacyTaking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free LifeEarn & Invest podcastHappiness Studies“High Income Improves Evaluation of Life but not Emotional Well-Being,” by Daniel Kahneman and Angus Deaton, pnas.org, Sept. 7, 2010.“Experienced Well-Being Rises With Income, Even Above $75,000 per Year,” by Matthew Killingsworth, pnas.org, Jan. 18, 2021.“Income and Emotional Well-Being: A Conflict Resolved,” by Matthew Killingsworth, Daniel Kahneman, and Barbara Mellers, pnas.org, March 1, 2023.Harvard Study of Adult DevelopmentOtherHow to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, by Christine BenzThe Art of Subtraction: Doing More With Less, by Matthew MayUS Bureau of Labor Statistics' American Time Use Survey“The Free-Time Paradox in America,” by Derek Thompson, theatlantic.com, Sept. 13, 2016.

The Purpose Code How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy   In this thought-provoking episode of Richer Soul, we reconnect with Jordan Grumet, a hospice doctor, financial expert, and acclaimed author of Taking Stock. Jordan shares his reflections after the release of his book and addresses a common paradox about purpose: its undeniable importance and the anxiety it can cause. This conversation dives deep into how purpose intertwines with health, longevity, and financial well-being.   Key Takeaways:  Purpose Is Multifaceted: Jordan discovered that purpose is not a singular entity but comprises at least two distinct forms. One form leads to happiness and health, while another can trigger anxiety and dissatisfaction​. Purpose Anxiety Is Widespread: Research indicates that 91% of people experience purpose anxiety at some point in life, signifying how common and stressful this quest can be​. Finding Purpose Through Action: Jordan emphasizes that purpose does not necessarily precede actions or achievements. Instead, it often emerges through life's trials and experiences, dispelling the myth that one must "find" it first​. The Role of Reflection: Conversations, life changes, and challenges can ignite a re-evaluation of one's priorities, paving the way to understand and refine purpose​.   Money Learning: Jordan's journey reiterates that financial planning is not just about amassing wealth but ensuring it aligns with a meaningful life. Purpose, as he asserts, must be a precursor to financial strategies, enabling money to serve a life well-lived rather than becoming its sole pursuit​.   Guest Bio: Jordan Grumet is a doctor and financial independence expert whose unique career bridges the worlds of hospice care and financial education. He is the host of the award-winning Earn & Invest podcast and author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. His forthcoming book, The Purpose Code, further explores the intersection of life's meaning and financial wellness​.   Key Discussion Points:  Impact of Hospice Care: Jordan shares how working closely with terminally ill patients revealed deep insights into life priorities and regrets. Purpose and Financial Independence: Aligning your money decisions with life's purpose leads to a richer, more fulfilling life. Purpose vs. Anxiety: How to navigate the stress of seeking purpose while understanding its profound benefits. Lessons from the Book's Reception: Insights from readers and audiences have expanded Jordan's understanding of purpose and its challenges​.   Conclusion Purpose is not a destination but an evolving journey shaped by our actions, reflections, and decisions. Jordan Grumet reminds us to start with what matters—our relationships, values, and experiences—and let finances serve as a supportive framework rather than the focal point. Whether you are redefining your path or exploring new directions, this episode will inspire you to find clarity and peace in the journey of purpose.   Links: Website: jordangrumet.com, earnandinvest.com Twitter/Instagram: @earnaninvest Facebook: earnandinvest.com/facebook   Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!   Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

In this episode of the Inspired Money Live Stream Podcast, we discuss the intersection of purpose, happiness, and financial independence with Dr. Jordan Grumet. Known for his expertise as a hospice physician and financial educator, Dr. Grumet introduces his new book, The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. Through this lens, he shares actionable insights to overcome "purpose anxiety" and align your life with what truly matters. Discovering Purpose Through Practical Steps Purpose often feels elusive, especially when juggling life's demands. Dr. Grumet sheds light on how to distinguish between Big P Purpose and small p purpose, offering a practical framework to identify meaning in everyday life. This episode explores how financial freedom can act as a tool to empower purpose, rather than an endpoint, and why focusing on legacy can reshape priorities.

It took Carl 89 episodes but he finally found a former doctor who has created an amazing second act. Not just any doctor, "Doc G" has a super popular podcast (Earn & Invest) and is a best-selling author. His story is a dramatic one. After 15 years of being an internal medicine doc he found himself totally burnt out and had some sort of breakdown. He found his passion and voice in becoming a podcast star, talking about investing and giving people life advice on how to find true happiness and purpose.  He shares some of the best (un)retirement advice we've ever learned on the show gleaned from his new book "The Purpose Code". Great episode to end 2024! • More about Jordan (Doc G) Grumet:  https://jordangrumet.com/    • Doc G's Book The Purpose Code:  https://jordangrumet.com/#bookrelease    • Episode Content:  https://pickleballmediahq.com/blog/Jordan-Doc-G-Grumet-Interview-Hospice-Doc-Shares-How-to-Live-a-Regret-Free-Life  • Sponsored by Capital Advantage:  https://capitaladvantage.com/promotion/retirement-planning-guide/   • Sponsored by How to Retire and Not Die:  https://garysirak.com/how-to-retire-and-not-die/     • I Used to be Somebody World Tour:  https://pickleballmediahq.com/tour/    • Subscribe to the I Used to be Somebody newsletter:  https://pickleballmediahq.com/contact/subscribe 

In today's episode, host Shannon Weinstein shares a special replay of her recent appearance on the "Earn & Invest" podcast hosted by Jordan Grumet, also known as Doc G.    During their conversation, Shannon discusses her entrepreneurial journey, offering advice for new business owners on building confidence and adjusting pricing gradually. She also addresses the emotional challenges of entrepreneurship, such as loneliness and the need for self-discipline.    Listeners will hear about Shannon's transition from a corporate accounting career to launching her own business. She talks about the pivotal life events that inspired her and her future plans for keynote speaking and educating young entrepreneurs. Let's dive into Shannon Weinstein's appearance on "Earn & Invest" with Jordan Grumet.  Listen to the “Earn & Invest” Podcast here: https://podcasts.apple.com/us/podcast/earn-invest/id1440355498  What you'll hear in this episode: 05:18 Internships led to job offers by senior year.  11:45 Created company to empower instructors part-time.  13:53 Started business in 2019, learned digital marketing.  18:56 Quitting job was a long-term planned goal.  25:17 Setting meeting limits for energy and freedom.  26:23 Unique skills ease fear of taking risks.  31:57 Balancing work and leisure throughout the day.  37:54 Start small, build confidence, then raise prices.  39:57 Build a life you want through entrepreneurship.  If you like this episode, check out: Become the Director, Not the Lead Actor  The Best Way to Get Out of a Business Funk  What We Learned From "Un-Scaling" This Year  Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn. 

In this episode of Finding Financial Freedom with The Frugal Physician, host Dr. Disha Spath sits down with Dr. Jordan Grummet, a distinguished physician and the creator of the award-winning Earn & Invest podcast. Together, they explore Dr. Grummet's latest book, The Purpose Code, which provides an inspiring and practical guide for those seeking to lead a more meaningful life. Through thoughtful conversation, they delve into "purpose anxiety," the contrast between "big P" and "little p" purpose, and the relationship between financial independence and personal fulfillment. Highlights and Key Takeaways: Defining Purpose Dr. Grummet introduces the concept of "big P" purpose—often associated with society's grand expectations, like achieving massive goals and material success—which can lead to disappointment and anxiety. Contrastingly, "little p" purpose emphasizes finding joy in everyday processes, focusing on personal agency, and cultivating happiness through meaningful, small actions. The Paradox of Purpose and Anxiety Studies show that while having a purpose is linked to longevity and happiness, up to 91% of people experience "purpose anxiety" at some point. Dr. Grummet discusses how societal pressures shape unrealistic expectations, creating a disconnect between achievable happiness and purpose. The Role of Purpose in Financial Independence (FI) Dr. Grummet reflects on the FIRE (Financial Independence, Retire Early) movement and how a rush toward financial goals can lead to dissatisfaction. He emphasizes that finances should support a purpose-driven life rather than serve as the ultimate goal. Building a Purposeful Financial Framework Dr. Grummet advises on the importance of aligning financial goals with purpose, allowing money to act as a tool that supports one's personal "purpose anchors." Examples include pursuing passions alongside work and taking a "slow-FIRE" approach to financial freedom. Exploring Regrets and Legacy Dr. Grummet shares stories from his work in hospice, revealing how end-of-life reflections often center on missed opportunities for joy rather than financial accomplishments. He encourages listeners to identify and act on their unique purpose anchors, ensuring a legacy of personal impact rather than material wealth. Practical Exercises for Identifying Purpose Anchors Dr. Grummet offers practical advice on exploring and building purpose anchors, including exercises from The Purpose Code that help readers focus on the values and activities that bring them true joy. Final Thoughts on Purpose and Happiness Dr. Grummet concludes with a reminder that purpose should be abundant and anxiety-free. By focusing on what truly matters in life, we can find happiness in both the journey and the outcomes. Resources Mentioned: The Purpose Code by Dr. Jordan Grummet – Available January 2025 Earn & Invest Podcast – Hosted by Dr. Jordan Grummet Taking Stock by Dr. Jordan Grummet Quotes: “Purpose comes before money, and purpose is abundant. Embrace it; it's supposed to be low-stakes and fulfilling.” – Dr. Jordan Grummet Connect with Us: Host: Dr. Disha Spath – The Frugal Physician Guest: Dr. Jordan Grummet – Earn & Invest Podcast Call to Action:If you enjoyed today's episode, don't forget to subscribe, share, and leave us a review. Join us next time as we continue exploring the intersection of finance, happiness, and purpose. Until then, stay purposeful and financially free! ----------- Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

________ SUMMARY In this repurposed episode from the Earn & Invest podcast, Dr. Disha joins Doc G to discuss the financial implications of an election year.  They explore how political uncertainty can impact personal finances, offering practical advice on maintaining financial stability amid the chaos.  From understanding market fluctuations to long-term investment strategies, Dr. Disha discusses how to stay financially resilient during tumultuous times without making hasty financial decisions. ABOUT THE EARN & INVEST PODCAST The Earn & Invest podcast, hosted by Doc G, is a compelling platform where finance meets real life. Designed for those interested in financial independence and personal finance strategies, the show features in-depth interviews and discussions with experts, entrepreneurs, and everyday people who have achieved financial success. KEY EPISODE HIGHLIGHTS [00:00:00] - Introduction: Dr. Disha Spath introduces the episode and mentions it's a repurposed episode from the Earn & Invest podcast. [00:02:00] - Financial Anxiety During Elections: Discussion on how election years can create financial anxiety and market volatility. [00:05:00] - Real-Life Examples: Doc G shares anecdotes of individuals making drastic financial decisions based on political fears. [00:10:00] - Market Behavior During Elections: Explanation of short-term market fluctuations and long-term investment impact. [00:15:00] - Legislative Impacts: How changes in legislation can affect personal finances, including tax policies and student loan forgiveness. [00:20:00] - Personal Financial Resilience: Tips on building a financial cushion and being frugal to withstand economic uncertainties. [00:25:00] - Global Diversification: Discussion on diversifying assets globally as a hedge against domestic political instability. [00:30:00] - Final Thoughts: Encouragement to vote and stay informed, but avoid making drastic financial moves based on election outcomes. [00:35:00] - Outro: Dr. Spath wraps up the episode, reminding listeners to stay frugal and financially savvy, and invites them to connect on her website and social media. —---

A Deep Exploration of the FIRE Movement with Leading Experts In Episode 41 of the Inspired Money Podcast, "Financial Independence: Retiring Early and Living Your Dreams" unveils the intricate strategies and philosophies behind achieving financial independence and early retirement, guided by the wisdom of our guest panelists. Empowering Early Retirement At the heart of financial independence lies the powerful concept of retiring early to live your dreams. Aimed at achieving financial freedom and a fulfilling life, this episode gathers a panel of luminaries: Kristy Shen, co-author of "Quit Like a Millionaire," Jordan Grumet, host of Earn & Invest, Chris Mamula, co-author of "Choose FI," and Jacob Lund Fisker, author of "Early Retirement Extreme." Together, they dissect the methodologies and practicalities of building wealth and retiring early.

Our guest on the podcast today is Anne Lester. She's author of a new book called Your Best Financial Life: Save Smart Now for the Future You Want. Before writing the book, Anne spent 20 years as head of retirement solutions for J.P. Morgan. With AARP, she co-founded The Aspen Leadership Forum on Retirement Savings. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans' economic security with the Ray Lillywhite Award. She earned a master's in international economics and Japan studies from Johns Hopkins University and a B.A. from Princeton. She was also awarded a Fulbright Graduate Research Fellowship.BackgroundBioYour Best Financial Life: Save Smart Now for the Future You Want, by Anne LesterMillennials, Money, and Investing“Don't Make These 6 Money Mistakes in Your 30s, Says Former JPMorgan Retirement Expert,” by Anne Lester, cnbc.com, Jan. 4, 2022.“Fake Rich? Affluent Millennials Are More Likely to Exaggerate to Appear Wealthy. Here's What Experts Say They Should Do Instead,” by Lorie Konish, cnbc.com, Jan. 25, 2024.“A Spender's Guide to Surviving Financial Mistakes With Anne Lester,” Earn & Invest podcast, earnandinvest.com.“The Worst Money Advice on the Internet,” by Stephanie Hallett, businessinsider.com, June 2, 2022.“Setting Aside $20 a Day Could Help You Save $1 Million for Retirement —If You Start Early,” by Cheyenne DeVon, cnbc.com, Jan. 5, 2024.Target-Date Funds and Retirement Savings System“Retirement Experts Identify Possible Fixes to the Retirement Savings Gap,” by Paul Mulholland, planadviser.com, Oct. 3, 2022.“Quit Your Job? Here's What to Do With Your 401(k),” by Jeanne Sahadi, cnn.com, Jan. 6, 2022.“Ladies, How Much Is Really Enough for Retirement?” hermoney.com, June 23, 2022.Other“Brigitte Madrian: ‘Inertia Can Actually Be a Helpful Thing,'” The Long View podcast, Morningstar.com, April 22, 2020.

Dr. Jordan Grumet, or Doc G, a physician turned financial independence advocate,  shares his journey from internal medicine to hospice care, emphasizing how burnout led him to seek financial independence. He also discussed his award-winning podcast, "The Earn & Invest Podcast," and his book "Taking Stock." The book focuses on using financial independence for a regret-free life, drawing from hospice patients' insights.  Doc G encourages saving with purpose, considering life's unpredictability, and preparing for end-of-life scenarios both medically and financially. He also highlights the importance of leaving a lasting legacy beyond just financial wealth. Learn more about Doc G: Doc G, born in 1973 in Evanston, Illinois, has emerged as an influential voice in the intersection of medicine and personal finance. His journey began with a deep-rooted passion for medicine, leading him to Northwestern University where he earned his medical degree. This path initially took him into the world of internal medicine, a field where he excelled and built a successful career. However, facing the common challenge of professional burnout, Doc G embarked on a transformative journey that extended beyond the hospital walls. He found a new calling in hospice palliative care, a specialty that brought him closer to the human aspects of medicine and the profound experiences at the end of life. Parallel to his medical career, Doc G developed a keen interest in financial independence. This pursuit was driven by a desire to balance financial security with a life rich in experiences and purpose. His quest for financial wisdom was not just about wealth accumulation but about finding harmony between fiscal responsibility and a meaningful existence. Doc G's combined expertise in medicine and finance materialized in his acclaimed book, "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life." The book has resonated with a broad audience, offering valuable insights into aligning financial ambitions with life's deeper goals. In addition to his literary contributions, Doc G is the brains behind the "The Earn & Invest" podcast. This award-winning platform showcases his insights on financial independence, earning him recognition including the Plutus Award for Best New Personal Finance Podcast in 2019 and a nomination for Best Personal Finance Podcast in 2020. Doc G's unique blend of medical and financial acumen has made him a prominent figure in the personal finance community. He advocates for a holistic approach to wealth, emphasizing its role as a means to a fulfilling, regret-free life rather than an end in itself. Currently serving as the Associate Medical Director at Journey Care Hospice, Doc G continues to make a profound impact in the medical field. Simultaneously, he guides individuals towards financial literacy and independence, inspiring them to embrace a balanced, purpose-driven life. Looking for something specific? Here you go: [00:00:00] Introduction of Dr. Jordan Grumet [00:01:00] Discussion on "Taking Stock" book [00:02:00] Transition from internal medicine to hospice care [00:03:00] Financial independence journey [00:04:00] Motivation behind choosing medicine [00:05:00] Finding purpose beyond medicine [00:06:00] Balancing personal finance and joy [00:07:00] Insights from hospice patients [00:08:00] Bridging finance and life's purpose [00:09:00] Regrets of hospice patients [00:10:00] Concept of enough in finance [00:11:00] Life planning for end of life scenarios [00:12:00] Exploring different paths to financial independence [00:13:00] Importance of subtracting unwanted aspects of life [00:14:00] The joy of addition in life planning [00:15:00] Balancing spending today vs. saving for tomorrow [00:16:00] Concept of coast fire [00:17:00] The legacy of purpose and joy [00:18:00] Financial planning and legacy documents [00:19:00] Different approaches to financial independence [00:20:00] The art of subtraction in financial strategy [00:21:00] Emphasizing life experiences over financial gain [00:22:00] Financial independence as a tool for purposeful living [00:23:00] Addressing financial planning for end-of-life scenarios [00:24:00] The importance of legacy beyond money [00:25:00] Medical and financial legacy documents [00:26:00] Creating a legacy through purposeful engagement [00:27:00] Balancing saving and spending for a meaningful life [00:28:00] Reflecting on personal financial journey and legacy [00:29:00] Navigating life's financial and emotional complexities [00:30:00] Prioritizing purpose, identity, and connections [00:31:00] The role of finances in life planning [00:32:00] Assessing personal fears and financial goals [00:33:00] Finding balance in financial decisions [00:34:00] Exploring alternative paths to financial independence [00:35:00] Embracing affordable travel and life experiences [00:36:00] Connecting with Dr. Grumet and resources [00:37:00] Conclusion and final thoughts This episode is sponsored by  PearsonRavitz– helping physicians safeguard their most valuable assets.  If you enjoyed the show, find and follow Dr. Disha everywhere else: Twitter Website Facebook The Frugal Physicians Facebook Group YouTube (Coming Soon!) ----------- Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

Overview In Episode 15, we unravel the mysteries and strategies of compound interest, a fundamental concept in finance that can significantly impact your financial future. Our panel of financial experts, Helaine Olen, Jordan Grumet, Mariko Gordon, and Michael Gayed, bring a wealth of knowledge and diverse perspectives to illuminate how compound interest plays a dynamic role in wealth building. Segments Segment 1: The Magic of Compound Interest: Transforming Your Finances Discover the transformative power of compound interest and how it can exponentially grow your savings, turning small, consistent investments into substantial wealth over time. Segment 2: Grow Your Fortune: Understanding Compound Interest in Investments Explore the vast landscape of investments where compound interest works its magic. From stocks to retirement accounts, learn how to harness this power for long-term financial prosperity. Segment 3: Early Start, Greater Wealth: Harnessing Compound Interest Over Time We delve into the importance of starting your investment journey early and the astonishing effects of compound interest over time, emphasizing the significant advantage of time in growing your wealth. Segment 4: Strategic Wealth Building: Compound Interest for Life's Milestones Align your financial goals with life's milestones using the power of compound interest. Whether planning for retirement, a dream vacation, or other significant life events, we guide you through creating a personalized investment strategy. Segment 5: Navigating Compound Interest: The Investor and Borrower's Guide Learn how compound interest can be a boon for investors and a bane for borrowers. We provide strategies for both, ensuring you make the most of this powerful financial tool in your financial journey. Guest Profiles: Helaine Olen: An award-winning opinion writer and author of "Pound Foolish," Helaine Olen offers invaluable insights on financial decision-making, blending her expertise in money and society to provide a unique perspective on personal finance. http://helaineolen.com Jordan Grumet: Combining medical and financial expertise, Jordan Grumet, host of Earn & Invest and author of "Taking Stock," brings a fresh perspective on wealth, health, and living a life without regrets. https://earnandinvest.com Mariko Gordon: Founder of Daruma Capital Management and a trailblazer for women in finance, Mariko Gordon empowers women in business and finance, sharing her vast experience and insights in the financial world. https://marikogordon.com Michael Gayed: Publisher of The Lead-Lag Report and Portfolio Manager at Tidal Financial Group, Michael Gayed is known for his ETF-focused research and investment strategies, offering a treasure trove of insights for any investor. https://leadlagreport.com

On this special addition of Catching Up to FI, we get to hear a live panel from CampFI Midwest 2023 hosted by Becky, Diania Merriam of Optimal Finance Daily, and Jordan Grumet of Earn & Invest. The hosts discuss the surprising and maybe not-so-fun sides of financial independence and how to work through them. We also hear personal stories from the panel's audience.  Connect with us! @catchinguptofi  buy CUtFI a coffee Resources mentioned on the show: Optimal Finance Daily with Diania Merriam Earn & Invest with Doc G Camp FI EconoMe Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Livestream 1: Welcome to the inaugural episode of the Inspired Money live-stream podcast series, "Financial Freedom Unleashed." This episode is a comprehensive guide to achieving financial independence and early retirement. We delve into the principles of FIRE (Financial Independence, Retire Early), investment strategies, mindful spending, and the psychological aspects of financial freedom. Segment 1: The Journey to Financial Independence: A Critical Look at Early Retirement In this segment, we ignite a thought-provoking conversation on the realities of early retirement in today's world. We explore the allure and potential pitfalls of the FIRE movement, hearing stories from both sides—those who've thrived and those who've struggled. Segment 2: The Emotional Rollercoaster of Financial Independence Emotions run high on the road to financial independence. We delve into the emotional complexities of this journey, exploring the psychological landscape of this life-altering pursuit. Segment 3: Strategies for Success and Potential Pitfalls The path to financial independence is a delicate dance between risk and reward. We uncover the tools that can lead to success and the traps that can derail dreams, providing a comprehensive look at the financial landscape. Segment 4: The Diversity of the Journey: Financial Independence for Different Demographics We explore the diverse paths to early retirement, highlighting the experiences of singles, couples, families, and various career stages. We uncover the factors that shape these individual journeys, revealing the rich tapestry of lives woven by the quest for financial freedom. Segment 5: Impact of Financial Independence on Lifestyle and Personal Fulfillment In our final segment, we explore the profound impact of financial independence on lifestyle and personal fulfillment. We journey into a world where money is a tool, not a tether, and discover what it truly means to be free. Meet Our Esteemed Guest Panelists Jordan Grumet, aka Doc G  From internal medicine physician to financial independence expert, Jordan Grumet has a multifaceted journey that showcases his dedication to empowering others. He is currently an associate medical director at Journeycare Hospice and the host of the Earn & Invest podcast. Dr. Lakisha L. Simmons, The AchieveHer® Dr. Simmons is a retired financial guru and single mom who retired at 41 years old. She is the founder of BRAVE Consulting and has touched thousands of women's lives through her platform, AchieveHer. Her story of overcoming obstacles and achieving financial independence is an inspiring testament to her grit and determination. Mariko Gordon Mariko Gordon built $2.5 billion money management firm Daruma Capital Management, specializing in small-cap investments. After 30 years of analyzing companies, speaking to management teams, studying competitive landscapes, and taking apart business models, she helps people to run their businesses, finances and lives on their own terms. Join us for this enlightening episode as we unleash the secrets to financial freedom. Whether you're a seasoned investor or just starting your journey, this episode offers valuable insights that can help you achieve your financial goals. This episode is brought to you by Runnymede Capital Management, in collaboration with EaglesVision and the Inspired Money live-stream podcast series.

Jordan Grumet, aka Doc G, is an accomplished doctor, blogger, public speaker, podcaster, and author.  He is the host of the incredibly popular and award-winning podcast Earn & Invest.  I think of him as a time-money philosopher.  Today we discuss his book Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.  I would consider this book a companion book to JL Collin's "The Simple Path to Wealth".  Actually, I would read Jordan's book first. This is a show about mindset, life, and reverse engineering your death.  As one of Jordan's patients aptly said, "Dying is easy.  Living is the harder part." Resources mentioned on the show: Earn & Invest Podcast Taking Stock: A Hospice Doctor's Advise on Financial Independence, Building Wealth, and Living a Regret-Free Life by Jordan Grumet The Simple Path to Wealth: Your Roadmap to Financial Independence and a Rich Free Life by J L Collins Vicki Robbin Jim Dahle Maslow's Hierarchy of Needs    

Hospice physician and podcaster Jordan Grumet is sharing how his work with hospice patients creates deep conversations about end of life planning, money, and life.  Dr. Grumet is currently an associate medical director at Journeycare Hospice.  After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018.  In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 for Best Personal Finance Podcast of the year. Jordan believes in having end of life conversations early and often.  He's seen the positive influence of those conversations in the lives and deaths of his patients.  After losing his dad at an early age, Jordan noticed people didn't know how to be with him and his family, or what to say to them.  Jordan wanted the medical care he provided to align with his patients' end of life wishes, so he joined a hospice interdisciplinary team.  He considers his real job to be supporting his fellow team members as they provide the moment-to-moment, bedside care.   Jordan endorses including financial discussions when we're having conversations about healthcare needs in later life and when we're approaching death.  Caregivers are often dealing with money issues as well as the typical challenges of being a caregiver.  Jordan's podcast Earn and Invest deals with topics like focusing on retirement and determining the things that matter most.  You can win a copy of Jordan Grumet's book Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life! Here's how:  1. Leave a review for The Heart of Hospice podcast on Apple podcasts.         2.  Just scroll down to the bottom of our show page, select a star rating, and tap "Leave a Review".                    3. Send an email to host@theheartofhospice to let us know you left a review.                                                    4.  If you're one of the first 5 people to leave a review, you'll receive a copy of Jordan's book.                                 5.  You'll be notified by email that you've won, and we'll ask for a mailing address.                                             6.  We'll mail the book to you - enjoy!!   Purchase a copy of Dr. Grumet's book Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.  Amazon Barnes and Noble Bookshop BAM Listen to Jordan Grumet's podcast Earn and Invest here.  Visit Jordan's website at jordangrumet.com. Book podcast host Helen Bauer to speak at your event or conference by sending an email to helen@theheartofhospice.com.  Follow The Heart of Hospice on Facebook,  Instagram, and LinkedIn.  Connect with The Heart of Hospice podcast on The Whole Care Network, along with a host of other caregiving podcasts by clicking here.  Find more podcast episodes from The Heart of Hospice at The Heart of Hospice Podcast (theheartofhospice.com)

Dr. Richard Low and Dr. Mark Costes talk about running your own practice, owning multiple practices, investing in real estate and businesses you drive, as well as investing in businesses owned by others or engaging in passive investments such as crypto and the stock market. Take the next step

What would your life be like if you chose everything that you are doing the next day? Jordan Grumet, MD talks about how he stepped away from things that didn't fulfil him, and found more purpose in life, specifically aligning them with his values.   Dr Jordan Grumet graduated from the University of Michigan, and received his medical degree from Northwestern University. He practices internal medicine, and is an associate medical director at Journeycare Hospice. Dr Grumet blogs about about financial independence and wellness, and created the Earn & Invest podcast in 2018. Dr Grumet's Twiter: https://twitter.com/jordangrumet Dr Grumet's Podcast: https://www.earnandinvest.com/   This podcast is sponsored by Doc2Doc, the Personal Lending platform designed for Doctors, by Doctors. We love what Doc2Doc is doing within our community, and encourage you to visit their website at https://doc2doclending.com/pgtd to learn more today.    The ideas expressed on this podcast are those of the interviewer and interviewee and do not represent those of their respective employers.

This week is extra sweet, not only is Real Estate Maximalist hitting your feed 2 days early, but Alan has a special announcement to make. Today's episode is actually the newest episode of Earn & Invest with Doc G where he interviews Alan, Crystal Hammond, and Joe Saul-Sehy to discuss the newest and hottest real estate show going live March 7th!  Crystal Hammond and our very own Alan Corey will be hosting Stacking Deeds, The Stacking Benjamins Real Estate Show. Real estate has been a hot topic lately and Alan and Crystal are here to help you make the best decision, accompanied by Ruth the Realtor of course. Sit back, relax, and enjoy learning about Stacking Deeds. Thank you to Jasmine Mortgage Team for sponsoring today's show. Get a free consultation today! Subscribe to Stacking Deeds and signup for the Show Notes! Follow Doc G on Twitter: @earnaninvest Follow Joe on Twitter: @AverageJoeMoney Follow Crystal on Twitter: @CondoCrystal Follow Alan on Twitter: @RealEstateMaxi Want to work with Alan? Click here! Sign up for the House Money Newsletter    

What are dapps?You're probably familiar with applications (apps), the programs you use to stay organized, order food, play games, book a ride, do your work, avoid doing your work, and quite literally a million other things.Now, there are also crypto apps, known as decentralized apps, or “dapps” for short. A dapp is simply an app that runs on a blockchain.On the surface, many dapps will look and feel just like the apps you already use every day. But under the hood, you'll find the innovations and decentralized benefits of blockchain technology.Dapps are where you go to give purpose and utility to your crypto. You can invest, trade, buy, play, and explore Web3. What can I do with dapps?A lot, and more every day! Once you've got a self-custody wallet, you can start to explore all the different ways to engage with dapps:Swap: Exchange your tokens for other cryptocurrencies or fiat.Lend/Borrow: Take out crypto loans or lend your crypto as a way to earn.Pay: Facilitate remittance, business, and peer-to-peer payments quickly and across borders.Earn: Invest and build savings. Stake your crypto or join a communal crypto pool to get rewards on your assets. Shop: Use your crypto to buy gift cards, flights, products, and services.Manage: Stay on top of your portfolio of crypto, NFTs, and other digital assets, analyze your crypto transactions for taxes and accounting, and process stablecoin payments for you or your business.Impact: Use crypto to create a movement like the SEED coin I support communities in need and raise consciousness, learning journeys, or even funds for causes that matter.Interact: Create a unique username on Celo and join social or professional networks to find and support talent.Collect: Browse NFT marketplaces to buy, sell, view, and show off your NFT collections. You can also create and distribute your own NFTs.Play: Discover a wide range of games, including play-to-earn and NFT-based games.How dapps differ from appsLike many things on the blockchain, dapps are decentralized, with all the benefits decentralization brings. Most notably, they can give users more control over their data–how much they share, how they share it, and how it gets used by the dapp.Let's compare this to the traditional app experience. While your rideshare or food delivery app may be running on your personal device, everything on the backend, where the real work happens, is owned and controlled by the company that makes the app. Using their app means entrusting your private data, like identity, location, and banking information, to a company that may be lax or opaque about their security measures or gasp not have your best interests at heart.They collect your data because their business model depends on it. The more data they can harvest, the more detailed info they have to sell to advertisers and make fortunes. Blockchain dapps, on the other hand, work differently. They charge small transaction fees in exchange for their service. They don't require any personal data and allow you to keep your identity anonymous. Doesn't that sound nice?This simplicity is partly because the controlling entity behind the dapp is not a company but a smart contract, the behind-the-scenes code that runs them. Smart contracts are so crucial to dapps and Web3 that we gave them their own explainer.The benefits of dappsOn top of everything that dapps do, here's what makes them so great:Communal: The code of many dapps is open-source and visible to all. So if a developer finds a way to improve a dapp, they are free to make those improvements. This open-source ecosystem fosters a sense of communication and collaboration that benefits everyone. Anonymous: Many dapps don't need your personal information to work, just need your wallet address. Your banking info, identity, location, and other personal data stay safe. Secure: The data on blockchains are spread among many nodes rather than just a few servers, so it's more resilient to hacks. Always Open: There is no off-the-clock when code runs dapps instead of people. Therefore, your crypto and places where you can use it are always available to you.The challenges facing dappsThere is always an awkward adolescent phase with emerging technologies, especially ones as complicated as blockchain. The user experience, particularly the onboarding flow, needs some smoothing out. Developers and designers are still figuring out how to eliminate hoops, or at least make them easier to jump through–things like setting up and securing a wallet, buying or swapping the right cryptocurrency from an exchange, etc.Additionally, dapps ask more of their users. In exchange for higher security, users are responsible for keeping their passwords, seed phrases, and other personal data safe. If you get locked out of your account, or if your account gets compromised, there's not much you can do since there's no central authority that can help you regain access. So users need to do some research to ensure the wallets, blockchains, and dapps they interact with are safe and then practice ongoing diligence to ensure they're using them correctly and responsibly.The future of dappsThe dapp ecosystem is increasing rapidly. In 2020, the total dapp transaction volume passed $271B. In 2021, the number of unique daily active wallets connected to dapps increased 7x. It's easy to see why many people believe dapps will completely replace traditional apps in the coming years. The list of things you can do with dapps grows every day, and the possibilities are exciting. Developers and designers are creating new and fascinating dapps, reinventing existing industries, unlocking novel ones, and steadily chipping away at the early challenges with dapps. But dapps are already a great way to discover opportunities on the blockchain. Now that you know more about how they work, you're ready to see what dapps can do for you.

What are dapps?You're probably familiar with applications (apps), the programs you use to stay organized, order food, play games, book a ride, do your work, avoid doing your work, and quite literally a million other things.Now, there are also crypto apps, known as decentralized apps, or “dapps” for short. A dapp is simply an app that runs on a blockchain.On the surface, many dapps will look and feel just like the apps you already use every day. But under the hood, you'll find the innovations and decentralized benefits of blockchain technology.Dapps are where you go to give purpose and utility to your crypto. You can invest, trade, buy, play, and explore Web3. What can I do with dapps?A lot, and more every day! Once you've got a self-custody wallet, you can start to explore all the different ways to engage with dapps:Swap: Exchange your tokens for other cryptocurrencies or fiat.Lend/Borrow: Take out crypto loans or lend your crypto as a way to earn.Pay: Facilitate remittance, business, and peer-to-peer payments quickly and across borders.Earn: Invest and build savings. Stake your crypto or join a communal crypto pool to get rewards on your assets. Shop: Use your crypto to buy gift cards, flights, products, and services.Manage: Stay on top of your portfolio of crypto, NFTs, and other digital assets, analyze your crypto transactions for taxes and accounting, and process stablecoin payments for you or your business.Impact: Use crypto to create a movement like the SEED coin I support communities in need and raise consciousness, learning journeys, or even funds for causes that matter.Interact: Create a unique username on Celo and join social or professional networks to find and support talent.Collect: Browse NFT marketplaces to buy, sell, view, and show off your NFT collections. You can also create and distribute your own NFTs.Play: Discover a wide range of games, including play-to-earn and NFT-based games.How dapps differ from appsLike many things on the blockchain, dapps are decentralized, with all the benefits decentralization brings. Most notably, they can give users more control over their data–how much they share, how they share it, and how it gets used by the dapp.Let's compare this to the traditional app experience. While your rideshare or food delivery app may be running on your personal device, everything on the backend, where the real work happens, is owned and controlled by the company that makes the app. Using their app means entrusting your private data, like identity, location, and banking information, to a company that may be lax or opaque about their security measures or gasp not have your best interests at heart.They collect your data because their business model depends on it. The more data they can harvest, the more detailed info they have to sell to advertisers and make fortunes. Blockchain dapps, on the other hand, work differently. They charge small transaction fees in exchange for their service. They don't require any personal data and allow you to keep your identity anonymous. Doesn't that sound nice?This simplicity is partly because the controlling entity behind the dapp is not a company but a smart contract, the behind-the-scenes code that runs them. Smart contracts are so crucial to dapps and Web3 that we gave them their own explainer.The benefits of dappsOn top of everything that dapps do, here's what makes them so great:Communal: The code of many dapps is open-source and visible to all. So if a developer finds a way to improve a dapp, they are free to make those improvements. This open-source ecosystem fosters a sense of communication and collaboration that benefits everyone. Anonymous: Many dapps don't need your personal information to work, just need your wallet address. Your banking info, identity, location, and other personal data stay safe. Secure: The data on blockchains are spread among many nodes rather than just a few servers, so it's more resilient to hacks. Always Open: There is no off-the-clock when code runs dapps instead of people. Therefore, your crypto and places where you can use it are always available to you.The challenges facing dappsThere is always an awkward adolescent phase with emerging technologies, especially ones as complicated as blockchain. The user experience, particularly the onboarding flow, needs some smoothing out. Developers and designers are still figuring out how to eliminate hoops, or at least make them easier to jump through–things like setting up and securing a wallet, buying or swapping the right cryptocurrency from an exchange, etc.Additionally, dapps ask more of their users. In exchange for higher security, users are responsible for keeping their passwords, seed phrases, and other personal data safe. If you get locked out of your account, or if your account gets compromised, there's not much you can do since there's no central authority that can help you regain access. So users need to do some research to ensure the wallets, blockchains, and dapps they interact with are safe and then practice ongoing diligence to ensure they're using them correctly and responsibly.The future of dappsThe dapp ecosystem is increasing rapidly. In 2020, the total dapp transaction volume passed $271B. In 2021, the number of unique daily active wallets connected to dapps increased 7x. It's easy to see why many people believe dapps will completely replace traditional apps in the coming years. The list of things you can do with dapps grows every day, and the possibilities are exciting. Developers and designers are creating new and fascinating dapps, reinventing existing industries, unlocking novel ones, and steadily chipping away at the early challenges with dapps. But dapps are already a great way to discover opportunities on the blockchain. Now that you know more about how they work, you're ready to see what dapps can do for you.

Do you prefer the FIRE Movement or the YOLO Life? Author and Hospice Doctor, Jordan Grumet, discusses this difficult financial balance and how we can all live a regret-free life. SPONSORS Personal Capital:  Get access to FREE financial tools that help you invest more efficiently and build wealth for your family.  My Life in a Book: A keepsake book for your older loved ones! To save $10 off your first purchase, use discount code "MKM". RESOURCES Jordan Grumet (Website)   Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life (Book) GUEST BIO - Jordan Grumet: Jordan Grumet (aka Doc G) is a physician who discovered financial independence on the cusp of job burnout. He is the creator of the award-winning Earn & Invest podcast. His forthcoming book, Taking Stock, will be released by Ulysses Press Aug 2. OTHER EPISODES YOU MIGHT LIKE Family Wealth and Happiness:  10 Steps to a Better Tomorrow (Today) Coast FIRE: When Have I Achieved It? 50% to 10%:  Why We're Happy Saving Less in FIRE Journey MKM RESOURCES MKM Coaching:  Request a free 15-minute consultation today YouTube:  Subscribe for free to watch videos of these episodes and interviews Instagram:  Follow our IG channel Voicemail:  Leave your question or comments here  Merch Store:  Check out our t-shirts, hoodies, and coffee mugs! SHOW INFORMATION:  Marriage Kids and Money Marriage Kids and Money is dedicated to helping young families build wealth and happiness. This award-winning platform helps couples and parents achieve financial independence and discover the true meaning of wealth.  To achieve these big goals, we answer questions and interview experts who uncover smart net worth building habits and tools that can help everyone find their own version of financial independence. Learn more at https://www.marriagekidsandmoney.com HOST BIO:  Andy Hill Andy Hill is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young families build wealth and happiness.  Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger's Personal Finance and NBC News. With millions of downloads and views, Andy's message of family financial empowerment has resonated with listeners, readers and viewers across the world.    When he's not "talking money", Andy enjoys watching his kids play soccer, singing karaoke with his wife and watching Marvel movies. DISCLAIMER This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS Research & Writing:  Andy Hill Podcast Artwork: Liz Theresa Editor: Podcast Doctors

#74: Hospice doctor and author Jordan Grumet, joins Chris to discuss making the most of your finances, relationships, and time. They talk about some of the biggest regrets people have at the end of their life, the money mind meld, how to broach difficult conversations with family members in a non-confrontational way, and why time perception work might be more useful than productivity hacks.Jordan Grumet, MD (@jordangrumet) is an associate medical director at Journeycare Hospice. He is also the host of the award-winning Earn & Invest podcast. His new book is Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.Full show notes at: https://allthehacks.com/taking-stock-jordan-grumet Partner Deals MasterClass: Learn from the world's best with 15% offInside Tracker: 20% off personalized wellness & nutrition plans backed by scienceTrustworthy: 20% off The Family Operating System®Daffy: Free $25 to give to the charity of your choice Selected Links From The EpisodeConnect with Jordan Grumet: Website | PodcastJordan's Book:Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free LifePodcasts Mentioned:All the Hacks #40: The Power of Regret, Motivation and Good Timing with Daniel PinkAll the Hacks #36: Bucket Lists, Audacious Goals and Living the Life You Want with Ben NemtimEarn & Invest #266: Only the Most important Hacks with Chris HutchinsResources Mentioned: DocumentaryPlaying with FIRE BooksThe Power of Regret: How Looking Backward Moves Us ForwardThe White Coat Investor: A Doctor's Guide To Personal Finance And Investing Full Show NotesJordan shares what he's learned while conducting life reviews with hospice patients [1:48]Living regret-free and learning to live intentionally with purpose and meaning [5:19]The importance of viewing money as a tool and thinking about purpose, identity, and connections [10:31]The story of the three brothers: different pathways toward financial independence  [16:11]Putting purpose and identity exercises into practice [19:50]Addressing the money mind meld [27:56]Reassessing the “RE” part of the FIRE movement [31:34]Tools, beyond money, that helps us live a more purposeful and meaningful life [35:09]Building a stable financial plan through multiple revenue streams [38:25]  Hacks to build the saving and frugality mindset into your daily life [43:41]Leaving a positive impact after you pass away by using financial legacy and/or medical legacy documents and ways to broach conversations in a non-confrontational way [49:25]Simple things that are commonly missed while legacy planning [58:09]Exploring the “one more year” and the “what if” syndromes [59:32]Thinking about time perception in a well-rounded life [1:02:23]Routines and strategies to optimize your time [1:06:30] Learning to let others set the pace [1:09:47]The importance of modeling the behavior you want to see [1:11:18]Teaching money management and budgeting with the yearly allowance technique [1:13:33]Jordan's family-bonding travel recommendation [1:16:02]Where to find Jordan Grumet online [1:18:21] PartnersMasterClassWith MasterClass, you can learn from the world's best minds - anytime, anywhere, and at your own pace. With over 100 classes from a range of world-class instructors like Steph Curry, Richard Branson and Martin Scorsese, that thing you've always wanted to do is way closer than you think. When I signed up a few years ago, I jumped straight into an amazing cooking class by Thomas Keller that has totally leveled up my skills in the kitchen. I also really enjoyed FBI Hostage Negotiator, Chris Voss' class on the art of negotiation. With every class I've taken I'm blown away by the depth of knowledge the instructors have and the quality of the experience. I highly recommend you check it out. Get unlimited access to every MasterClass and 15% off an annual membership at allthehacks.com/masterclass InsideTrackerInsideTracker provides a personalized plan to improve your metabolism, reduce stress, improve sleep, and optimize your health for the long haul. It's created by leading scientists in aging, genetics, and biometrics. They analyze your blood, DNA, and fitness tracking data to identify where you're optimized—and where you're not. With InsideTracker you'll get a daily Action Plan with personalized guidance on the right exercise, nutrition, and supplementation for your body.For a limited time, you can get 20% off at allthehacks.com/insidetracker TrustworthyTrustworthy is a secure online service that helps modern families protect, organize, and optimize their important information — ID's, Money, Property, Passwords, Insurance, Taxes, Legal, Emergency Instructions and the Family Archive. Trustworthy gives you a system of record for all your family information and lets you share it with loved ones, collaborate with trusted professionals like your accountant or wealth advisor and helps you keep everything up to date and on track so you never have to pay a late fee or penalty again.So if you want to set up your Family Operating System and be prepared for all of life's moments you can get 20% off and a free 14-day trial at allthehacks.com/trustworthy DaffyDaffy is a not-for-profit community built around a new modern way to give, with a mission to help people be more generous, more often. Daffy makes it so much easier to put money aside for charity. You can make your tax deductible contributions all at once. Or you can set aside a little each week or month. Then anytime in the future, you can give to more than one and a half million charities, schools, and faith-based organizations in a matter of seconds. So you can separate the decision to give (and get your tax deduction) from deciding exactly which organization you want to support and when. My favorite part is that you can invest your contributions to your Daffy account so they can grow tax-free to let you have even more impact in the future. To start giving today and get your free $25 to give to the charity of your choice, go to allthehacks.com/daffy Connect with All the HacksAll the Hacks: Newsletter | Website | Facebook | EmailChris Hutchins: Twitter | Instagram | Website | LinkedIn

Episode 248: Financial independence expert and hospice doctor, Jordon Grumet shares advice about building wealth and living a regret-free life. Guest Biography Jordan Grumet was born in Evanston, Illinois in 1973. His interest in becoming a doctor was ignited when his father, an oncologist, died unexpectedly in the prime of life. This profound loss not only inspired him to practice medicine, it has given him a unique perspective as a financial expert, challenging him to think deeply and critically about concepts like wealth, abundance, and financial independence. After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University, and began practicing Internal Medicine in Northbrook, Illinois. He currently is an associate medical director at Journeycare Hospice. After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 and 2021 for Best Personal Finance Podcast of the year. His book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life is being published by Ulysses Press in August 2022. This episode is brought to you by Yaahdy.com -- Use coupon code "money" for 20% off your entire order. In this episode, you'll learn: Why soul searching and finding purpose are important parts of financial independence The art of subtracting parts of your life that are unfulfilling or ungratifying Putting your money on autopilot so you can live an intentional life Show notes: http://www.inspiredmoney.fm/248 Find more from our guest: www.jordangrumet.com Facebook Twitter YouTube Instagram Mentioned in the episode: Earn & Invest Podcast Books: Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life Thanks for Listening & Watching! To share your thoughts: Leave a note in the comment section below. Share this show on Twitter or Facebook. Join us at the Inspired Money Makers groups at facebook and LinkedIn To help out the show: Leave an honest review on Apple Podcasts, Podchaser.com, or wherever you listen. Your ratings and reviews really help, and I read each one. Subscribe on Apple Podcasts and YouTube.

Looking back on your life, will it look the way you want? Will you have accomplished everything you wanted to, spent time with the people you wanted, and reached your financial goals? Will you be at peace? In this episode, I talk with Jordan Grumet about how to reach financial freedom without regret. He is the host of the award-winning Earn & Invest podcast and author of the newly released book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. Jordan discovered financial independence as a burnt-out physician. Show notes can be found here: https://laceylangford.com/podcast/financial-freedom-with-no-regrets/

Join your host David Pere, and co-host Alexander Felice with guest Jordan Grumet as they talk about important life investments, financial freedom, identity, and purpose. They'll also discuss topics such as wealth, life principles and so much more. Enjoy watching and listening! About Jordan Grumet: Jordan Grumet was born in Evanston, Illinois, in 1973. After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University and began practicing internal medicine in Northbrook, Illinois. He is currently an associate medical director at Journeycare Hospice. After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 for Best Personal Finance Podcast of the year. TimeStamps 03:35 - Vlogging 04:39 - Who Doc G is 07:28 - Financial freedom, identity and purpose 31:33 - Regrets of people 36:34 - Important investments in life, non-monetary investments 40:18 - What wealth trully is all about 43:24 - Measuring purpose and identity 54:19 - Principles that people can apply in ther lives Sponsor: - Real Estate Investing Course: https://www.frommilitarytomillionaire.com/teachable-rei Recommended books and tools: https://www.frommilitarytomillionaire.com/kit/ Become an investor: https://www.frommilitarytomillionaire.com/investor/ - SUBSCRIBE: https://bit.ly/2Q3EvfE - Website: https://www.frommilitarytomillionaire.com/start-here/ Instagram: https://www.instagram.com/frommilitarytomillionaire/ Facebook: https://www.facebook.com/groups/militarymillionaire/ - My name is David Pere, I am an active duty Marine, and have realized that service members and the working class use the phrase "I don't get paid enough" entirely too often. The reality is that most often our financial situation is self-inflicted. After having success with real estate investing, I started From Military to Millionaire to teach personal finance and real estate investing to service members and the working class. As a result, I have helped many of my readers increase their savings gap, and increase their chances of achieving financial freedom! - Click here to SUBSCRIBE: https://bit.ly/2Q3EvfE to the channel for more awesome videos! THIS SITE IS INDEPENDENTLY OWNED AND OPERATED. ALL OPINIONS EXPRESSED HEREIN ARE MY OWN. THE VIEWS EXPRESSED ON THIS SITE ARE THOSE OF THE AUTHOR OR THE AUTHOR'S INVITED GUEST POSTERS, AND MAY NOT REFLECT THE VIEWS OF THE US GOVERNMENT, THE DEPARTMENT OF DEFENSE, OR THE UNITED STATES MARINE CORPS.    

Money can't buy everything. It can't buy you the most important stuff like love, health, and family. In this episode, learn how to have a rich and purposeful life regardless of money as I chat with Doc G aka Jordan Grumet about his new book on money and life advice as a hospice doctor. Jordan is a financial expert, host of the Earn & Invest podcast, author, and currently an associate medical director at Journeycare Hospice. "When I've sat with the dying, almost never do they say, I regret that I only ended up with a networth of $500,000 and I really wanted to hit that million mark. No one said that. What people tend to regret is that they didn't spend the energy, courage, or time doing those things that were most important to them." - Jordan Grumet "Even the most lucky of us are going to deal with life's issues, financial or otherwise, and having that strength of saying, I am already enough, as you face these problems is a great starting place." - Jordan Grumet "Money is not the goal, it's a tool. And it's a tool to utilize to better live out a life of purpose, identity, and connections." - Jordan Grumet    What You Will Learn From This Episode How working with people as they transition from life to death changed Jordan's view on life and money What really is the core of having a rich life, regardless of money 'Medicaid divorce' - what you should know about it FIRE (Financial Independence, Retire Early) what people get wrong about it Some exercises to help you know your identity and your purpose in life Suggestions to manage your mental health and money if you feel burned out Why you should invest in other ways, not just financially How to use your money to actively avoid the regrets of the dying Steps you can take to protect your finances and your family in the face of death About Jordan Grumet: Jordan was born in Evanston, Illinois in 1973. His interest in becoming a doctor was ignited when his father, an oncologist, died unexpectedly in the prime of his life. This profound loss not only inspired him to practice medicine, but has also given him a unique perspective as a financial expert, challenging him to think deeply and critically about concepts like wealth, abundance, and financial independence. After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University and began practicing Internal Medicine in Northbrook, Illinois. He currently is an associate medical director at Journeycare Hospice. After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 and 2021 for Best Personal Finance Podcast of the year.  His book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life is being published by Ulysses Press in August 2022. Resources: Earn & Invest podcast Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life by Jordan Grumet Die with Zero: Getting All You Can from Your Money and Your Life by Bill Perkins Top Five Regrets of the Dying: A Life Transformed by the Dearly Departing by Bronnie Ware Connect with Jordan jordangrumet.com Facebook Twitter Instagram Connect with Melanie mentalhealthandwealth.com melanielockert.com Instagram Support the podcast through Ko-Fi: https://ko-fi.com/melanielockert Buy Melanie's book “Dear Debt” Contact: mentalhealthandwealthshow@gmail.com   Want more content and support? Sign up for the Mental Hump Newsletter and get our free Mental Health and Money inventory worksheet. You can sign up at MentalHealthandWealth.com. Also, we host a Mental Health and Wealth Hangout every other Thursday over Zoom at 5 pm PT to chat about all things money and mental health. Join here! Follow us on Apple Podcast or Libsyn! Love the podcast? Leave a review on iTunes!

Today, my interview is with Jordan Grumet who also goes by Doc G. As a hospice doctor who teaches people and inspires people about their relationship with money, Jordan paved a path to questioning many assumptions about money and the pursuit of happiness. In our conversation, Doc is sharing what he's discovered along his life journey and how that relates to living a better life, to making better choices for yourself and why he decided to write his new book, Taking Stock. I think it is life-changing for so many people when you take a step back and question the assumptions you are making and decide how you can not only have a better relationship with money but live more fully as a result. Enjoy.   Doc G shares with us his insights:    We have all these things that we wish we did. Why do we wait til we're dying to come to terms with others, right? It's a very common thing for people who are dying to do something called the LIFE review and come to terms with who they are, and what their life was about and what they regretted, and what they found joy. But what if we could do that way earlier?  Like your mom and the sense, I think she's giving that gift to you. She's saying it's too late for me. But you can now go back and take some of what I've been feeling and integrate into your life now. And my belief is that we all should be doing that. We should all have a little bit of that perspective of hospice patients. So that we can start looking at our life now and trying to figure out what is important. What should we be spending our time doing; how do we have enough economic resources to use money as a tool, instead of a goal and use it as that tool to then do things that give us a sense of purpose identity and connections.   The first one is, you have to think about purpose identity and connections before you start considering and worrying about money and wealth. I think if you don't do that, you find yourself changing what you believe are chasing what you believe our economic needs and you're not fulfilling your souls needs. So you end up wealthy on the outside, but rather bankrupt on the inside, or at least feeling fairly poor because you don't know what you really want to focus on in life. So, first and foremost, I think you need to really think about purpose identity and connections, what do you want your life to be about? What are your goals? What are your bucket list? And, I think you need to think about that at the beginning of your career. That's part one. Part two is then you need to set up a financial framework to fit within that purpose and identity. So now, I know, who I want to be in what's important to me. How can I build a financial life? And for me, I'm very interested in financial independence. How can I pursue financial independence? But do it in such a way in a framework that speaks to what I thought my purpose and identity were.   ...answering this basic question of whether you're worried that you're not going to have enough time to spend it. You're going to die young or you're going to live for a long time and worried about running out of money. I think, if you can answer that last question, you can then put that all into perspective of what you want out of life. Because the idea again it all comes back to we want money to be a tool to get us to our goals. We don't want it to be a goal because money itself or wealth it never really made anyone happy. But what it allows us to do, which is kind of trying to figure out who we are, what our purpose; what gives us meaning; what kind of things we want to strive towards; that's what we want to use our money to do for us.   That makes me happy so in the book I call that the climb. This idea of making headway towards something that's deeply important to you. It's a joke, we have in my family. I always tell my kids may you never reach your dreams, but may you get 90% there. And that's kind of my my thought is that I think it's really great to keep on striving towards something that really matters to you. But sometimes getting to that thing you thought that was important is not nearly as fun as the climb to get there. Medical School is a perfect example. Becoming a doctor was awesome and amazing. But I have to tell you, some of my greatest years were I when I was in the act of becoming. Because it was this goal, I was getting closer and closer, but it was still just out of reach. And talk about waking up every morning and being excited, something changes when you actually get to that goal. It just doesn't feel the same. So this act of becoming; this act of being in the midst of the climb; this act of enjoying the process, I think, is what true happiness really looks like.   Jordan Grumet was born in Evanston, Illinois in 1973. His interest in becoming a doctor was ignited when his father, an oncologist, died unexpectedly in the prime of life. This profound loss not only inspired him to practice medicine, it has given him a unique perspective as a financial expert, challenging him to think deeply and critically about concepts like wealth, abundance, and financial independence.    After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University, and began practicing Internal Medicine in Northbrook, Illinois. He currently is an associate medical director at Journeycare Hospice.    After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 and 2021 for Best Personal Finance Podcast of the year.  His book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life is being published by Ulysses Press in August 2022. Learn more about Dr. Jordan:   Website: https://jordangrumet.com   Book: https://jordangrumet.com/#bookrelease   Facebook: https://www.facebook.com/groups/2092508787746296/   Twitter: https://twitter.com/earnaninvest

In this episode, Peter interviews his long-time friend Dr. Jordan Grumet. Dr. Grumet trained in internal medicine and is currently a hospice doctor. He is also the host of a widely popular podcast called Earn & Invest.   New on the shelf, Jordan has authored a book called Taking Stock, A Hospice Doctors Advice On Financial Independence, Building Wealth, and Living A Regret-Free Life.   Jordan shares his inspiring story of moving past burn-out to practicing medicine in the areas where his passion lies. He also describes that before you begin your journey into financial independence, do the work in defining what a good life would be for you in areas of purpose, identity, and connections.  This episode is a must-listen! 

This week on the podcast, let’s talk about the value of time.Time has value to us - both in personal and economic terms. It’s something we often fail to consider when making decisions about how long to work and when to retire. These decisions often focus only on the financial aspects of retirement planning. But as we get older, time becomes a more limited commodity - it’s just that we don’t know exactly how much of it we have left. And, deciding how to use the time available to us involves much more than money.My guest on the podcast this week has had hundreds of conversations with people nearing the end of their lives. They often talk about the things they wish they had spent more time on, and what they wish they had worried about less. Jordan Grumet has an unusual career profile. He’s a physician who specializes in hospice care. And, he is a personal finance blogger and host of the Earn & Invest podcast - and the author of a new book, Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.In his medical practice, Jordan often talks with patients who may have only weeks or months to live. And the lesson he draws from these conversations is that most of us spend too much time thinking about money, and not about our purpose in living, our identity and personal connections. In his book, Jordan draws out the lessons from those conversations in a way that we can all start using now. I think there are some really useful points here that can be especially helpful for people thinking through the issue of retirement timing - when to do it, how to manage it financially and how to do it in a way that is personally meaningful. Click the player icon at the top of the newsletter to listen to my conversation with Jordan Grumet.How Medicare reforms could help retirees facing high inflation Seniors tell pollsters that high inflation is one of their top worries - and that makes sense. Aside from Social Security, which is adjusted annually to reflect consumer prices, retiree income is fixed. Policymakers have talked over the years about making the Social Security cost-of-living formula more generous, but that would just be a tweak. If we really want to help seniors cope with inflation, we need to tackle the rising cost of health care, which historically has increased more quickly than general inflation. Congress is considering an important step in this direction with a proposal aimed at containing prescription drug prices. The proposed legislation would empower Medicare for the first time to negotiate the price of some high-cost drugs with their manufacturers. That approach has been in place for a long time in the Medicaid program, and at the Department of Veterans Affairs, and it has proven effective.Just as important, the bill would place a hard cap of $2,000 on out-of-pocket costs for Part D enrollees. And it would require pharmaceutical makers to pay rebates if drug price increases exceed general inflation.But we need to do more. I offer some further suggestions in my latest Reuters Money column.What I’m readingHow being an older worker pushed me out of my comfort zone . . . Multi-generational housing arrangements are taking root . . . Social Security data show pandemic’s toll — and a path forward . . . A neurologist’s tips to protect your memory . . . Endemic COVID-19 looks pretty brutal . . . Promoting climate change activism among older people. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit retirementrevised.substack.com

Listen Now: Listen and subscribe to Morningstar's The Long View from your mobile device: Apple Podcasts | Spotify | Google Play | StitcherOur guest on the podcast today is Jordan Grumet. He is a physician and an associate medical director at JourneyCare Hospice. He also hosts the popular “Earn & Invest” podcast, which he launched after years of blogging about financial independence and wellness at the website DiverseFI.com. His latest book is called Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. In it, he shares lessons that he has learned from interacting with patients during the last parts of their lives. He received his undergraduate degree from the University of Michigan and his medical degree from Northwestern University.BackgroundBio“Earn & Invest” podcastTaking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, by Jordan GrumetDiverseFI.comFIRE MovementJim Dahle, The White Coat Investor“Jim Dahle: ‘Income Is Not Wealth,'” The Long View podcast, Morningstar.com, Sept. 2, 2020.“Coping With FIRE,” by Jordan Grumet, earnandinvest.com, June 5, 2021.Other“The Opportunity Cost Fallacy,” by Jordan Grumet, diversefi.com, June 5, 2018.

As I get older, I realize just how quickly life moves by. And at the end, I don't want to leave behind a bunch of regrets. But how do you plan a regret-free life? That's what this episode is all about. Jordan Grumet was a hospice doctor who discovered the personal finance community through a book called The White Coat Investor. Since then, he left his clinical practice to pursue his passion for deep conversations about money and life. Today he hosts a podcast called Earn & Invest, and his upcoming book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, comes out on August 2nd, though you can pre-order it on Amazon today. I sat down with Jordan to talk about living for today as you plan for the future. You can find the show notes for this episode at https://maplemoney.com/204 This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don't have a will? Willful has made it more affordable, convenient, and easy for Canadians to create legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you've put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.

Taking Stock A Hospice Doctor's Advice   Take away: Abundance is not about having a lot of money but it has something to with time, interests and relationships.   Action step: If you want to move forward, take a look at something in your financial life that you don't understand that you've been putting off, that you've been afraid of tackling and go and spend an hour or two trying to learn about it right now. Because the one thing I found about finances is the real danger is not understanding and knowing about it.   Bio:  Jordan Grumet was born in Evanston, Illinois in 1973. His interest in becoming a doctor was ignited when his father, an oncologist, died unexpectedly in the prime of life. This profound loss not only inspired him to practice medicine, it has given him a unique perspective as a financial expert, challenging him to think deeply and critically about concepts like wealth, abundance, and financial independence.  After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University, and began practicing Internal Medicine in Northbrook, Illinois. He currently is an associate medical director at Journeycare Hospice.  After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 and 2021 for Best Personal Finance Podcast of the year.  His book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life is being published by Ulysses Press in August 2022.  Highlights from this episode: Link to episode page   Jordan talks about his book “Taking Stock” Nearing death money and work crumble Why do people have anxiety and fear over figuring out who they are and what they want?  Dying is easy. What's hard is learning how to live.  Money is like oxygen. If you don't have enough, it's pretty much all you can think about Perfect is the enemy of good https://jordangrumet.com/ https://www.earnandinvest.com/   https://richersoul.com/ep-108-life-death-health-wealth-and-wisdom-with-doc-g/ Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!   Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul   http://richersoul.com/   rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Happy New Year. This is a short bonus episode that gives me a chance to talk to all of you about not only 2021 but also my plans for 2022. Thank you for being part of the Earn & Invest community.

This is a crossover episode on both the Stacking Benjamins Podcast as well as Earn & Invest. Joe Saul-Sehy and I interview CampFI Southwest participants about their unique financial stories. We cover starting too late, the expat life, and tackling huge amounts of debt. 

Welcome to the Earn & Invest podcast. We have the conversations that help you earn and invest in the future so you can make the right decisions today. I'm your host Doc G and for this episode we are going to talk about something rather difficult. Specifically, financial abuse against women.  Kitty was born in the American Midwest, but was voted off in season seventeen. Her wan complexion, intellectual elitism, and gay haircut are all way more welcome in New England, so she lives there now. She shares her life with her partner and twelve pets because she does. not. do. half. measures. She is co host and co creator of all things Bitches get riches including the blog and podcast. Kitty, welcome to the show! Diania Merriam is an Ambitious marketing professional with a passion for building brand longevity through strategic licensing partnerships and brand extensions. She started the EconoMe conference as a passion project rooted in the FIRE movement (financial independence, retire early). The inaugural event happened on March 7th, 2020 at the University of Cincinnati with 9 expert speakers exploring the concept of a new American Dream. She is also the voice behind The Optimal Finance Daily Podcast.   

There are 2 billion mothers in the world today of which 85.4 million of them are in the U.S.. 4.3 babies are born each second. Notably, A sizable minority of children in rich countries live with just one parent — a parent who is likely to be female, and also likely to be working. Speak to virtually any successful human being, and they will likely credit at least some of their good fortune to their mother’s tutelage. I was one of the sizeable minority of children who grew up with just one parent. When I was eight years old, my father died suddenly of a cerebral aneurysm leaving behind his wife and three young children. My mother, at the time a house wife and formerly trained as a chemist, fortuitously was 6 months from graduating from a prestigious business school and quickly secured a position at a big corporate accounting firm. By my own recollections, my childhood was lacking in nothing.  Logically, I know that after my father died that times were tough. But, those early memories of my mother as a stay at home mom and then widow were quickly replaced by those of the accountant, landlord, investor, and entrepreneur that she became. And somewhere during all the tumult and turmoil of childhood, she managed to pass on to us children a sense of security and values that continue to guide us in our journeys today as husbands, fathers, and financially successful adults. Today I introduce you to my mother Harriet. She graduated college from the university of Michigan and eventually earned a masters degree in organic chemistry. After marrying my father, she left her PhD program to follow him to Thailand after he was drafted into the the Vietnam war and she taught highschool at the international school of Bangkock. She was a few months away from finishing her MBA at the Kellog School of Business when my father unexpectedly died. Left with three children and no immediate source of income she moved effortlessly to corporate America on the path to eventually running a business of her own. Furthermore, she became a savvy stock market investor, landlord, and successful entrepreneur. She also taught me almost everything of value that I know. Today I invite my mother on the show to discuss growing up with immigrant parents, her early money lessons, career, and the joys of grandparenting. Happy Mother’s day….today on Earn & Invest  

Welcome back, today on Earn & Invest we discuss life after retirement. Search Amazon or any best seller list and you’re likely to find a number of books regarding the financials behind leaving the workplace. In fact, Americans are retiring in their mid-sixties and can look forward to enjoying as much as a three decades outside the structured work force. Up to now, affordability has been at the forefront of the conversation. With their new book, Retiring:Your Next Chapter is About Much More Than Money, Former senator Ted Kaufman and Business consultant Bruce Hiland draw our attention to an oft forgotten aspect about the ending of our formal careers.    Ted Kaufman is the former U.S. Senator from Delaware succeeding Senator Joseph Biden. Ted was Biden’s Chief of Staff for nineteen years and led his presidential transition planning in 2020. He taught at Duke Law School for twenty-six years. Bruce Hiland’s career included working for global consulting firm McKinsey, more than four years as Chief Administrative Officer at Time Inc., twenty years of independent consulting, and four startups. When Bruce and Ted both reached retirement, they realized that instead of slowing down, people are leaving their jobs feeling ready to take on the world. They’re financially independent, active, and capable.... And then, suddenly, they have nothing to do.