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In this Thursday “10 Things” episode of the Earn & Invest Podcast, Doc G shares his personal list of the ten biggest reasons he believes he successfully built wealth. Inspired by a recent conversation with financial historian Joseph Moore, Jordan begins by acknowledging the privileges that helped shape his path, including being born in the United States and growing up with professional parents. But he emphasizes that a series of specific habits and decisions—some simple and some unconventional—ultimately accelerated his financial journey. First, he credits relentless consistency. Inspired by Nick Maggiulli's philosophy of “just keep buying,” Jordan invested throughout his entire career regardless of market conditions. Even when he made early mistakes—buying individual stocks or expensive mutual funds—the habit of consistently purchasing assets eventually led him to the simplicity and power of broad index fund investing. Second, he explains why he never relied on a traditional budget. Instead, he and his wife automated their finances by living off one income while sending the entirety of the second income directly into savings and investments. This approach allowed them to build wealth automatically while avoiding the stress of tracking every spending category. Jordan also discusses why he stopped worrying about financial minutiae. Rather than chasing small optimizations like credit card points or the highest-yield savings accounts, he focused on the big financial moves—saving large portions of income, investing consistently, and building a profitable business. Throughout the episode, he highlights several other mindset shifts that shaped his success: ignoring people who said something “couldn't be done,” redesigning his medical practice into a low-overhead concierge model, and thinking in decades rather than weeks or months when pursuing long-term projects. He also shares the importance of embracing failure through experimentation, adopting an abundance mindset, losing interest in accumulating material possessions, and forgiving himself for inevitable financial mistakes along the way. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jordan Grumet also known as Doc G, is a physician turned financial expert and author. A former hospice doctor, his exposure to the reflections of people at the end of their lives prompted him to pivot into the world of personal finance, where he helps people align their financial decisions with their life purpose. Jordan is the author of the acclaimed books Taking Stock and The Purpose Code, publishes a popular blog on finance and fulfillment, and hosts The Earn & Invest Podcast. Jordan joined host Robert Glazer on The Elevate Podcast to talk about how to build a legacy and align to your purpose in life. Thank you to the sponsors of The Elevate Podcast Mizzen & Main: mizzenandmain.com (Promo Code: elevate20) Shopify: shopify.com/elevate Indeed: indeed.com/elevate Masterclass: masterclass.com/elevate Northwest Registered Agent: northwestregisteredagent.com/elevatefree Homeserve: homeserve.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3300: Sean Mullaney highlights why the Four Percent Rule may not be as rigid as many fear, pointing to natural backstops like flexible spending and Social Security that help safeguard retirement plans. He shows how early retirees often adjust their lifestyles and eventually benefit from guaranteed income streams, making the 4% Rule more resilient than it first appears. Read along with the original article(s) here: https://fitaxguy.com/the-four-backstops-to-the-four-percent-rule/ Quotes to ponder: "Spending in retirement can be adjusted." "There is a natural reduction in energy and interest in certain kinds of spending as one ages." "If her portfolio is struggling to produce the amount Melinda needs to live off of, Social Security payments provide a backstop and can help make up the difference." Episode references: Earn and Invest Podcast: https://earnandinvest.com/ BiggerPockets Money Podcast: https://www.biggerpockets.com/podcasts/money Portfolio Visualizer: https://www.portfoliovisualizer.com/ New Retirement: https://www.newretirement.com/ The Simple Path to Wealth: https://www.amazon.com/Simple-Path-Wealth-financial-independence/dp/1533667926 Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3300: Sean Mullaney highlights why the Four Percent Rule may not be as rigid as many fear, pointing to natural backstops like flexible spending and Social Security that help safeguard retirement plans. He shows how early retirees often adjust their lifestyles and eventually benefit from guaranteed income streams, making the 4% Rule more resilient than it first appears. Read along with the original article(s) here: https://fitaxguy.com/the-four-backstops-to-the-four-percent-rule/ Quotes to ponder: "Spending in retirement can be adjusted." "There is a natural reduction in energy and interest in certain kinds of spending as one ages." "If her portfolio is struggling to produce the amount Melinda needs to live off of, Social Security payments provide a backstop and can help make up the difference." Episode references: Earn and Invest Podcast: https://earnandinvest.com/ BiggerPockets Money Podcast: https://www.biggerpockets.com/podcasts/money Portfolio Visualizer: https://www.portfoliovisualizer.com/ New Retirement: https://www.newretirement.com/ The Simple Path to Wealth: https://www.amazon.com/Simple-Path-Wealth-financial-independence/dp/1533667926 Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3300: Sean Mullaney highlights why the Four Percent Rule may not be as rigid as many fear, pointing to natural backstops like flexible spending and Social Security that help safeguard retirement plans. He shows how early retirees often adjust their lifestyles and eventually benefit from guaranteed income streams, making the 4% Rule more resilient than it first appears. Read along with the original article(s) here: https://fitaxguy.com/the-four-backstops-to-the-four-percent-rule/ Quotes to ponder: "Spending in retirement can be adjusted." "There is a natural reduction in energy and interest in certain kinds of spending as one ages." "If her portfolio is struggling to produce the amount Melinda needs to live off of, Social Security payments provide a backstop and can help make up the difference." Episode references: Earn and Invest Podcast: https://earnandinvest.com/ BiggerPockets Money Podcast: https://www.biggerpockets.com/podcasts/money Portfolio Visualizer: https://www.portfoliovisualizer.com/ New Retirement: https://www.newretirement.com/ The Simple Path to Wealth: https://www.amazon.com/Simple-Path-Wealth-financial-independence/dp/1533667926 Learn more about your ad choices. Visit megaphone.fm/adchoices
In this powerhouse episode of The Extreme Personal Finance Show, Chris sits down with personal finance legend and podcasting icon Joe Saul-Sehy—host of Stacking Benjamins and co-author of Stacked: Your Super-Serious Guide to Modern Money Management.They dive into:How humor and storytelling can supercharge financial learningWhy most financial advice is either too serious, too salesy, or straight-up wrongThe truth about doing it all yourself (spoiler: just because you're smart enough doesn't mean you should)Joe's wake-up call after blowing his first tax year as a new financial advisorHis take on FIRE, community, “happy money,” and how to fuse your future goals with your present habitsWhy your systems matter more than your willpowerThe most powerful money mindset shift Joe ever made (and how it can change your life too)Plus, personal stories, board games, running marathons, and the truth about that runner's high. This episode is for anyone who wants financial freedom without the financial snobbery.Contact Chris:https://heavymetal.moneyhttps://www.facebook.com/MoneyHeavyMetalhttps://x.com/MoneyHeavyMetalhttps://www.instagram.com/chrislugerhttps://www.tiktok.com/@heavymetalmoneyemail: chris at heavymetal.moneyConnect with Joehttps://podcasts.apple.com/us/podcast/the-stacking-benjamins-show/id650045209https://www.instagram.com/averagejoemoneyhttps://www.facebook.com/jsaulsehyResources and Links:Why Having Fun Is the Secret to a Healthier Life | Catherine Price | TEDhttps://youtu.be/iMBJrvEwv8s?si=Jrnzggl89jKydN5BTwin Cities Stacking Benjamins Meetup Grouphttps://www.facebook.com/share/g/1AziMX4ydn/Join or Die Filmhttps://www.joinordiefilm.comKing Tut by Steve Martinhttps://youtu.be/FYbavuReVF4?si=tS36RReiIoEwQ2VWWhy Paying for Professional Retirement Asset Management May Be Worth Ithttps://heavymetal.money/financialadvisor/The Jaimie Dimon Interview - Summer 2025https://youtu.be/AR_1IPhzAtU?si=4Q3YG4l-KadCKCpzHow To Make $100M Dollars in 2025 (with Alex Hormozi) Part 1 & 2https://podcasts.apple.com/us/podcast/the-stacking-benjamins-show/id650045209?i=1000682302745https://podcasts.apple.com/us/podcast/the-stacking-benjamins-show/id650045209?i=1000682511271Understanding Your Financial Roadmap (with Nick Maggiulli) SB1712https://podcasts.apple.com/us/podcast/the-stacking-benjamins-show/id650045209?i=1000718574702Of Dollars And Data bloghttps://ofdollarsanddata.comTHE RETIREMENT ANSWER MAN® SHOWhttps://www.rogerwhitney.comKen Hondahttps://kenhonda.comHappy Money: The Japanese Art of Making Peace with Your Money Paperback by Ken Hondahttps://amzn.to/4mqHIWuPaula Panthttps://affordanything.comCatching Up to FI - Financial Independence For Late Startershttps://catchinguptofi.comDr. Jordan Grumet https://jordangrumet.comThe Earn & Invest Podcast https://podcasts.apple.com/us/podcast/earn-invest/id1440355498Gen Conhttps://www.gencon.com/aboutusGen Con Indy. largest and longest-running game convention, held annually in Indianapolis. It's a four-day event that attracts tens of thousands of attendees and features a wide variety of tabletop, card, and video games, as well as seminars, art shows, and other related events. Three Tales of Financial Triumph (with Jonathan Clements)https://www.youtube.com/watch?v=tlsaUxfksy8Humble Dollar https://humbledollar.com/about/Retirement Starts Today Podcast by Benjamin Brandthttps://podcasts.apple.com/us/podcast/retirement-starts-today/id1052378769Run Disneyhttps://www.rundisney.com/Avowed is a first-person fantasy RPG set in the world of Eora, where your choices carve a path through war, intrigue, and ancient mysteries. Navigate a land in turmoil, forge powerful alliances or deadly rivalries, and wield magic and steel to shape the fate of the Living Lands—and your own destiny.https://store.steampowered.com/app/2457220/Avowed/Jesse Cramerhttps://bestinterest.blog/personal-finance-for-long-term-investors/
Send us a textIn this thought-provoking episode, we're joined by Dr. Jordan Grumet, MD, physician, author, and host of the award-winning Earn & Invest Podcast. Together, we dive into the intricate connections between financial independence, legacy, and finding purpose in this world. We explore how:wealth and purpose can and should coexisttrauma can be transformed into growth and meaninglessons from hospice patients can reshape your financial and life prioritiesJordan offers deep, often personal insights that will challenge how you think about success and what it means to live fully.About Jordan Grumet:Dr. Jordan Grumet is a hospice physician and financial educator. His blog and his podcast, Earn & Invest, explore financial independence with philosophical depth. Jordan is the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life and The Purpose Code, which are valuable resources for individuals seeking direction on how to build their financial goals while simultaneously creating a life with meaning, purpose, connection, and deep personal contentment. Learn more at jordangrumet.comDr. Tanikella practices General Pediatrics, Integrative Medicine, and is an expert in Mind-Body medicine. She has traveled the world to learn more about the intersection where mind, body, personal beliefs, and motivation meet. She is founder and CEO of Integrative Approaches to Mastering Wellness, where she brings the wisdom of mind body medicine and the power of life coaching together to help her clients break through their glass ceilings. Want to learn more? Visit Dr. Tanikella at iamwellmd.com. You can also join our email list or drop us a message by going to iamwellmd.com/contact. You may just get a shout out in the next episode! Follow I AM Well MD on Instagram | LinkedIn | FacebookWelcome home!Disclaimer: While I am a practicing physician, in this space, I function as a life coach and wellness advocate. The information provided here is for educational purposes only and does not necessarily reflect that of my employers. If you need medical or psychological services, I strongly recommend that you contact your physician. If you are having an emergency, please call 911 and proceed to the ER.
In this episode of the Extreme Personal Finance Show, I'm joined by guest and my good friend Kevin about the importance of community in personal finance and life.Kevin is a retired, and who achieved financial independence at age 43! The conversation explores how communities can provide support, motivation, and purpose, especially during major life transitions like retirement or leaving the workforce.We discuss different types of communities (identity-based vs. affinity-based), how community involvement can improve mental and physical health, and personal examples of how community has enriched their lives, particularly in the financial independence community and heavy metal community!Contact Chris:https://heavymetal.moneyhttps://www.facebook.com/MoneyHeavyMetalhttps://x.com/MoneyHeavyMetalhttps://www.instagram.com/chrislugerhttps://www.tiktok.com/@heavymetalmoneyemail: chris at heavymetal.moneyResources and Links:Kevin's Bloghttp://lifeinfire.comCampFI is a life-changing retreat for people on their journey to financial independence. https://campfi.orgFinancial independence is Better with Friendshttps://economeconference.comRock Retirement Clubhttps://www.rockretirementclub.comThe Retirement Answer Manhttps://www.rogerwhitney.comEarn & Invest Podcast - 614. Ten Things About Communityhttps://podcasts.apple.com/us/podcast/earn-invest/id1440355498?i=1000700560684Monsters of Rock Cruise https://monstersofrockcruise.com
Jordan Grumet also known as Doc G, is a physician turned financial expert and author. A former hospice doctor, his exposure to the reflections of people at the end of their lives prompted him to pivot into the world of personal finance, where he helps people align their financial decisions with their life purpose. Jordan is the author of the acclaimed books Taking Stock and The Purpose Code, publishes a popular blog on finance and fulfillment, and hosts The Earn & Invest Podcast. Jordan joined host Robert Glazer on The Elevate Podcast to talk about how to build a legacy and align to your purpose in life. Learn more about your ad choices. Visit megaphone.fm/adchoices
About Jordan Grumet, also known as Doc G, is a hospice physician, personal finance expert, and author. With a passion for helping others achieve financial independence, and author of The Purpose Code: How to unlock meaning, maximize happiness, and leave a lasting legacy. Jordan combines his medical expertise and personal finance insights to inspire readers to align their financial goals with their values. He also hosts the popular Earn & Invest Podcast, where he interviews thought leaders in the financial independence and personal growth communities. What You'll Learn In this episode we talk about: Why we often get purpose wrong Little “p” purpose vs big “P” purpose Meaning problem and how they differ from purpose problems Embracing generational growth as opposed to generational trauma Simple ways to bring more purpose into your life Resources Say hi to Whitney on IG Snag a copy of The Purpose Code Learn more about your ad choices. Visit podcastchoices.com/adchoices
Alright, hear us out: finding your purpose doesn’t have to be this do-or-die, all-or-nothing thing because that kind of thinking will drive your finances crazy, thinking you’ll find it once you have everything, but nope, not at all. In this episode, Jen and Jill are joined by Jordan Grumet of Earn & Invest Podcast to share simple reminders on how to find your purpose and what it really means to have one.
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Today, I'm thrilled to welcome Dr. Jordan Grumet back to the podcast. Jordan is the Associate Medical Director at Unity Hospice, a financial blogger, and the host of the Earn and Invest Podcast. In his new book, The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy, he follows up his work in Taking Stock to explore how to make a mark, set goals that are meaningful to you, and create a map for anyone to find happiness. In our conversation, Jordan shares examples, exercises, and tools you can use to define and create meaning in your life right now. We talk about how finding meaning and purpose is accomplished by taking action and working towards it, and how Jordan's rules help turn your “purpose anchors” into forward momentum. GET FREE ACCESS TO JORDAN'S BOOK TITLED THE PURPOSE CODE: HOW TO UNLOCK MEANING, MAXIMIZE HAPPINESS, AND LEAVE A LASTING LEGACY Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 888-599-4491 and we'll make sure you get signed up for free. It's that simple! In this podcast interview, you'll learn: How an antique store owner who collected baseball cards taught Jordan the power of purpose, self-confidence and community. That finding your purpose after retiring can take months, and that's okay. What makes talking about purpose so anxiety-inducing–and how Instagram and TikTok have made it worse. Why we all need interpersonal connections and community. How Jordan describes the difference between purpose and goals. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/478 Rate & Review the Podcast: RetireWithPurpose.com/review
Feeling a little queasy about your financial plans for 2025? Fear not! Today, Joe steps out of the cozy basement and straight into the bustling chaos of Manhattan to bring you top-tier advice from some of the brightest financial minds. Joined by Paula Pant from Afford Anything, Nick Magiulli, author of the Of Dollars and Data blog, and Doc G from the Earn & Invest Podcast, this powerhouse panel digs into the money missteps you'll want to dodge in the year ahead.From tackling FOMO in investments to learning why small, consistent changes are your financial BFFs, this episode is packed with practical tips to help you make 2025 a year of smart money moves (and fewer facepalms).What's Inside: Meet our stellar guests and hear how New York City inspired their financial insights. Discover why chasing the next big investment trend could leave you behind. Learn how an investment policy statement can keep your goals on track. Avoid analysis paralysis when market uncertainty strikes. Uncover strategies to navigate political uncertainty without losing sleep (or cash). Dive into real estate trends, historical data, and staying focused on what you can control. Understand the power of spending on what truly matters to you. Find out why gradual changes beat impulsive overhauls every time. Learn how doubling down on bad decisions is like hitting a pothole and accelerating instead of swerving. Episode Highlights: Meet the Guests: Get to know Paula Pant, Nick Magiulli, and Doc G as they join Joe in the Big Apple for some big-time financial lessons. NYC Moments: Joe shares a peek into his adventures in Manhattan—yes, it's a jungle out there. Investment FOMO: Why chasing trends could cost you (and how to avoid it). Building an Investment Policy Statement: Your GPS for financial decision-making. Analysis Paralysis: How to keep market fears from freezing your progress. Navigating Political Uncertainty: Keep your portfolio calm, even when headlines aren't. Spending Smarter: Align your money with what you value most. Gradual Wins: Why slow and steady wins the financial race every time. Bad Decisions: How to recognize when you're doubling down and when to hit the brakes.
Feeling a little queasy about your financial plans for 2025? Fear not! Today, Joe steps out of the cozy basement and straight into the bustling chaos of Manhattan to bring you top-tier advice from some of the brightest financial minds. Joined by Paula Pant from Afford Anything, Nick Magiulli, author of the Of Dollars and Data blog, and Doc G from the Earn & Invest Podcast, this powerhouse panel digs into the money missteps you'll want to dodge in the year ahead. From tackling FOMO in investments to learning why small, consistent changes are your financial BFFs, this episode is packed with practical tips to help you make 2025 a year of smart money moves (and fewer facepalms). What's Inside: Meet our stellar guests and hear how New York City inspired their financial insights. Discover why chasing the next big investment trend could leave you behind. Learn how an investment policy statement can keep your goals on track. Avoid analysis paralysis when market uncertainty strikes. Uncover strategies to navigate political uncertainty without losing sleep (or cash). Dive into real estate trends, historical data, and staying focused on what you can control. Understand the power of spending on what truly matters to you. Find out why gradual changes beat impulsive overhauls every time. Learn how doubling down on bad decisions is like hitting a pothole and accelerating instead of swerving. Episode Highlights: Meet the Guests: Get to know Paula Pant, Nick Magiulli, and Doc G as they join Joe in the Big Apple for some big-time financial lessons. NYC Moments: Joe shares a peek into his adventures in Manhattan—yes, it's a jungle out there. Investment FOMO: Why chasing trends could cost you (and how to avoid it). Building an Investment Policy Statement: Your GPS for financial decision-making. Analysis Paralysis: How to keep market fears from freezing your progress. Navigating Political Uncertainty: Keep your portfolio calm, even when headlines aren't. Spending Smarter: Align your money with what you value most. Gradual Wins: Why slow and steady wins the financial race every time. Bad Decisions: How to recognize when you're doubling down and when to hit the brakes.
Episode Summary:Join Nate Reineke and Ben Utley as they welcome Jordan Grumet, also known as Doc G, author of The Purpose Code and host of the Earn and Invest podcast. They discuss the vital connection between purpose and financial well-being, providing insights on navigating burnout and rediscovering joy in the medical profession.Guest Info:Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. Completing his studies at the University of Michigan, Jordan earned his medical degree from Northwestern University before embarking on a journey in Internal Medicine in Northbrook, Illinois. Presently, he serves as an associate medical director at Unity Hospice.With a profound understanding of both medicine and finance, Jordan unveiled his thoughts through blogging, specifically focusing on financial independence and wellness. This passion culminated in the launch of the Earn & Invest podcast in 2018, which received the Plutus Award for Best New Personal Finance Podcast in 2019 and subsequent nominations for Best Personal Finance Podcast of the Year in 2020 and 2021.In August 2022, Jordan published Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life with Ulysses Press. His second book, The Purpose Code, will be published in January 2025 by Harriman House Press. Jordan's journey intertwines medical insight and financial wisdom, resonating deeply with those seeking a balanced, meaningful life.Resources Mentioned:- The Purpose Code by Jordan Grumet: https://jordangrumet.com/books/- Taking Stock by Jordan Grumet: https://jordangrumet.com/books/- Earn and Invest Podcast: https://www.earnandinvest.com/episodes-9Call to Action:For more information, visit www.physicianfamily.com.Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures.Closing Thought:Remember, you're not just making a living, you're making a life. Pursue what lights you up!
Episode Summary:Join Nate Reineke and Ben Utley as they welcome Jordan Grumet, also known as Doc G, author of The Purpose Code and host of the Earn and Invest podcast. They discuss the vital connection between purpose and financial well-being, providing insights on navigating burnout and rediscovering joy in the medical profession.Guest Info:Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. Completing his studies at the University of Michigan, Jordan earned his medical degree from Northwestern University before embarking on a journey in Internal Medicine in Northbrook, Illinois. Presently, he serves as an associate medical director at Unity Hospice.With a profound understanding of both medicine and finance, Jordan unveiled his thoughts through blogging, specifically focusing on financial independence and wellness. This passion culminated in the launch of the Earn & Invest podcast in 2018, which received the Plutus Award for Best New Personal Finance Podcast in 2019 and subsequent nominations for Best Personal Finance Podcast of the Year in 2020 and 2021.In August 2022, Jordan published Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life with Ulysses Press. His second book, The Purpose Code, will be published in January 2025 by Harriman House Press. Jordan's journey intertwines medical insight and financial wisdom, resonating deeply with those seeking a balanced, meaningful life.Resources Mentioned:- The Purpose Code by Jordan Grumet: https://jordangrumet.com/books/- Taking Stock by Jordan Grumet: https://jordangrumet.com/books/- Earn and Invest Podcast: https://www.earnandinvest.com/episodes-9Call to Action:For more information, visit www.physicianfamily.com.Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures.Closing Thought:Remember, you're not just making a living, you're making a life. Pursue what lights you up!
In the last episode with Dr Jordan Grumet he differentiated small-p purpose from big-P purpose. And put most of the emphasis on small-p purpose, which is the daily activities that truly light you up. This is where I want to focus right now. What lights you up? What gives you energy? What inspires you? But don't jump to your appetites. I imagine like you, I have a lot of things that are a pleasure for me. A dopamine hit. I appreciate those things greatly. But that's not what we are talking about here. Think about it this way; you have apps on your phone that give you a dopamine hit. Social media or games. They are fine. But as you are playing them, you deplete the battery on your phone. What “lights up your phone” is plugging it in. So we're looking for the things that you participate in that charge you up. What Jordan is leading us to is the massive value of these activities. Let's help understand these better. You can find Jordan Grumet at the Earn & Invest Podcast and his new book and our muse here is The Purpose Code: How To Unlock Meaning, Maximize Happiness, And Leave A Lasting Legacy. Sign up for your $1/month trial period at shopify.com/kevin Go to shipstation.com and use code KEVIN to start your free trial. Get 20% off your first probiotic membership order at pendulumlife.com/drivesyou Go to cozyearth.com/driven and use code DRIVEN for an exclusive 40% discount Use my promo code WHATDRIVESYOU for 10% off on any CleanMyMac's subscription plans Learn more about your ad choices. Visit megaphone.fm/adchoices
Purpose is one of the most overused topics in the self-improvement world. Everyone is talking about it. But as we look at the culture, we see more apathy and depression then ever. It's similar to all the talk on being healthy and happy and we are just getting sicker and sadder. Why? With purpose, why are we constantly talking about it but not finding and experiencing it? I have with me, Jordan Grumet, and you are about to hear a very different look at what purpose is and how we can start experiencing much more of our purpose. Jordan is a medical doctor turned hospice doc. He is host of the Earn & Invest Podcast. He's author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, the book that landed him here on my show the first time. Now he is back with a new book titled, The Purpose Code: How To Unlock Meaning, Maximize Happiness, And Leave A Lasting Legacy. And we breakdown and dissect purpose. What it is, why we are missing it as a culture, and I'll give you what to me is the big takeaway, right here in the intro: you will find much more of your purpose in the day to day activities that light you up, than pursuing the big, grand purpose of saving the world. It's a very different approach to purpose that I found to be much more relevant, realistic, and attainable. Sign up for your $1/month trial period at shopify.com/kevin Go to shipstation.com and use code KEVIN to start your free trial. Get 20% off your first probiotic membership order at pendulumlife.com/drivesyou Go to cozyearth.com/driven and use code DRIVEN for an exclusive 40% discount Use my promo code WHATDRIVESYOU for 10% off on any CleanMyMac's subscription plans Learn more about your ad choices. Visit megaphone.fm/adchoices
"Doc G" is an internal medicine physician turned personal finance guide, author and creator of the Earn and Invest Podcast.Connect with Jordan on his website JordanGrumet.com. Check out his podcast and pre-order his book, The Purpose Code, available in January 2025!Want more The On Purpose Podcast?Find full episodes and more! Check in on Instagram , FacebookConnect with Jerrod!Linkedin, InstagramGet My Book! (also available in audio!)
________ 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. —---
So excited to share today's conversation. We are playing an episode from the Earn & Invest podcast! Dr. Jordan Grumet speaks with Drs Resa Lewiss and Adaira Landry about their book, MicroSkills: Small Actions, Big Impact. MicroSkills is built on one core, easy-to-learn principle: every big goal, complicated task, healthy habit, and, yes, even what we think of as character traits, can be broken down into small, learnable, skills that can be practiced, and incorporated real-time. We call these: MicroSkills. As award winning physicians, educators, and mentors we hear the gamut of challenges with navigating the workplace. And when we learn a lesson we often wish we had learned it earlier. MicroSkills is packed with the privileged information that you want delivered to you as efficiently as possible. Order: MicroSkills: Small Actions, Big Impact Subscribe: The Visible Voices Podcast ! Subscribe: Earn&Invest Podcast !
In this current events/community we invite Earn & Invest community member John Neidecker to discuss how to hack retirement by skipping 3 of the 5 stages. We review Richard Himmer's article from Kiplinger. Joe Saul-Sehy joins us as our expert for the episode. This show originally aired February 29, 2024. Please disregard any mention of current events. For the original show notes, visit How to Hack Retirement — Earn & Invest (earnandinvest.com). FULL SHOW NOTES: https://www.stackingbenjamins.com/hack-retirement-greatest-hits-1510 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this current events/community we invite Earn & Invest community member John Neidecker to discuss how to hack retirement by skipping 3 of the 5 stages. We review Richard Himmer's article from Kiplinger. Joe Saul-Sehy joins us as our expert for the episode.This show originally aired February 29, 2024. Please disregard any mention of current events.For the original show notes, visit How to Hack Retirement — Earn & Invest (earnandinvest.com).FULL SHOW NOTES: https://www.stackingbenjamins.com/hack-retirement-greatest-hits-1510Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
We round out Rewind Week with an episode from The Earn & Invest Podcast. This is a current events/community Thursday episode featuring an Earn & Invest community member Ian Kist. We are also joined by Joe Saul-Sehy from The Stacking Benjamins Podcast. Today we discuss current articles about Crypto and Indexing that seem to be diametrically opposed. Who is right? This show originally aired on January 25, 2024, so ignore any mention of current events. To see the original show notes, visit Community Episode: Crypto vs S&P 500 Index Smackdown — Earn & Invest (earnandinvest.com). Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
We round out Rewind Week with an episode from The Earn & Invest Podcast.This is a current events/community Thursday episode featuring an Earn & Invest community member Ian Kist. We are also joined by Joe Saul-Sehy from The Stacking Benjamins Podcast. Today we discuss current articles about Crypto and Indexing that seem to be diametrically opposed. Who is right?This show originally aired on January 25, 2024, so ignore any mention of current events. To see the original show notes, visit Community Episode: Crypto vs S&P 500 Index Smackdown — Earn & Invest (earnandinvest.com).Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On today's special Stacking Benjamins Rewind episode, we jump into the way back machine to listen to an episode from our friend Doc G's Earn & Invest Podcast.If you think personal finance is personal, you're mistaken!We hear it all the time: "personal finance is personal". In today's episode, JL Collins and Scott Trench join Doc G and they question this popular saying. While tactics and personal needs may vary, there are better and worse ways to invest and build wealth. Join us as we dive into the weeds.This episode of Earn & Invest Podcast originally aired on June 19, 2023, so please ignore any mention of current events. For the original episode's show notes, you can see them at If You Think Personal Finance is Personal-You're Mistaken! — Earn & Invest (earnandinvest.com).FULL SHOW NOTES: https://www.stackingbenjamins.com/is-personal-finance-personal-earn-invest-rewind-1432Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On today's special Stacking Benjamins Rewind episode, we jump into the way back machine to listen to an episode from our friend Doc G's Earn & Invest Podcast. If you think personal finance is personal, you're mistaken! We hear it all the time: "personal finance is personal". In today's episode, JL Collins and Scott Trench join Doc G and they question this popular saying. While tactics and personal needs may vary, there are better and worse ways to invest and build wealth. Join us as we dive into the weeds. This episode of Earn & Invest Podcast originally aired on June 19, 2023, so please ignore any mention of current events. For the original episode's show notes, you can see them at If You Think Personal Finance is Personal-You're Mistaken! — Earn & Invest (earnandinvest.com). FULL SHOW NOTES: https://www.stackingbenjamins.com/is-personal-finance-personal-earn-invest-rewind-1432 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
How much is too much of a good thing? How do we achieve the optimal balance between the two extremes of cheapskate and YOLO? Joining us for this extreme discussion we welcome the founder of the EconoME Conference and Doug's ex-girlfriend, Diania Merriman; Doc G from our sister show, the Earn & Invest Podcast, and writer extraordinaire, Paulette Perhach. They'll discuss what makes for extreme saving and extreme spending.In the second half of this extreme roundtable discussion, we talk about how to find the right balance between the two extremes, based on your priorities and goals in life.Finally, stick around for Doug's extreme sports-themed trivia! With all three of our regular contributors MIA, who will walk away with the W as we enter the second week of the fourth quarter?FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-extremes-diania-merriam-1421/Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
How much is too much of a good thing? How do we achieve the optimal balance between the two extremes of cheapskate and YOLO? Joining us for this extreme discussion we welcome the founder of the EconoME Conference and Doug's ex-girlfriend, Diania Merriman; Doc G from our sister show, the Earn & Invest Podcast, and writer extraordinaire, Paulette Perhach. They'll discuss what makes for extreme saving and extreme spending. In the second half of this extreme roundtable discussion, we talk about how to find the right balance between the two extremes, based on your priorities and goals in life. Finally, stick around for Doug's extreme sports-themed trivia! With all three of our regular contributors MIA, who will walk away with the W as we enter the second week of the fourth quarter? FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-extremes-diania-merriam-1421/ Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Does a hard life automatically mean you're destined to struggle with finances? On today's show, we're all about mindset and how adopting the right mindset can set you on the path to financial success—and how having the wrong money mindset can hinder your financial progress. We're honored to invite Tiffany Grant down to the basement to share her real-life experiences and struggles, and how having the right mindset helped her overcome the early disadvantages. Doc G from The Earn & Invest Podcast joins us to share his formative-years experiences with a hard life, and how his mother's scarcity mindset affected him. And our resident gold bug, Len Penzo joins us to explain why he insists on preparing for economic doomsday by hoarding gold and cash.We discuss the role habits play in mindset formation, as well as the importance of surrounding yourself with the right people and influences.In the second half of the discussion, we dive into how you can make the necessary changes in yourself to improve your life situation. Spoiler alert: gratitude plays a big role in your quality-of-life.And finally, Doug brings the heat with some trivia about a well-known budget-friendly food. With two of our regular contributors MIA, will Len use that to his advantage and inch ahead of Paula Pant? Will our guest of honor flex her budget-friendly food knowledge and give her soul-sister Paula the lead for the first time, I think, ever? Will Doc G throw OG a lifeline and the impetus to start a 4th quarter rally to emerge from the cellar? Three enter, only one will emerge victorious (unless there's another tie). Tune in and find out what everyone many a few nerds will be talking about until next Friday.FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-mindset-tiffany-grant-1400Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Does a hard life automatically mean you're destined to struggle with finances? On today's show, we're all about mindset and how adopting the right mindset can set you on the path to financial success—and how having the wrong money mindset can hinder your financial progress. We're honored to invite Tiffany Grant down to the basement to share her real-life experiences and struggles, and how having the right mindset helped her overcome the early disadvantages. Doc G from The Earn & Invest Podcast joins us to share his formative-years experiences with a hard life, and how his mother's scarcity mindset affected him. And our resident gold bug, Len Penzo joins us to explain why he insists on preparing for economic doomsday by hoarding gold and cash. We discuss the role habits play in mindset formation, as well as the importance of surrounding yourself with the right people and influences. In the second half of the discussion, we dive into how you can make the necessary changes in yourself to improve your life situation. Spoiler alert: gratitude plays a big role in your quality-of-life. And finally, Doug brings the heat with some trivia about a well-known budget-friendly food. With two of our regular contributors MIA, will Len use that to his advantage and inch ahead of Paula Pant? Will our guest of honor flex her budget-friendly food knowledge and give her soul-sister Paula the lead for the first time, I think, ever? Will Doc G throw OG a lifeline and the impetus to start a 4th quarter rally to emerge from the cellar? Three enter, only one will emerge victorious (unless there's another tie). Tune in and find out what everyone many a few nerds will be talking about until next Friday. FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-mindset-tiffany-grant-1400 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Join us on this inspiring episode of the Earn & Invest Podcast as I sit down with the incredible Jillian Johnsrud to explore the revolutionary concept of "mini retirements." Discover how to break free from the traditional retirement mold and embrace a life of freedom, adventure, and purposeful breaks throughout your career. Jillian shares her journey and expertise, providing practical tips on how to plan and finance these enriching experiences, allowing you to recharge, explore passions, and find fulfillment beyond the 9-to-5 grind. Learn more about your ad choices. Visit megaphone.fm/adchoices
I have a very unique episode for you today that will hopefully help you take action in your life. I am joined by Jordan Grumet, hospice care doctor and host of the Earn and Invest Podcast. Throughout his years as a hospice care physician, Jordan has had many conversations with individuals whose lives are coming to an end. Through these conversations, he has been able to pinpoint what people value in life and what people tend to regret at the end of their lives. I really relate to Jordan's message through my dad's story and his story is part of the reason that I decided to leave a corporate career and spend part of the year in Costa Rica. Don't live a life that you'll regret. Take steps now to pursue your passion and make a financial plan that allows this. Tune in today to hear valuable insights from Jordan on life, personal finance, and pursuing your passions. What you'll hear in this episode: [2:55] Introduction to Jordan [4:34] What led Jordan to realize that his dream career was not actually what he was passionate about? [8:24] How Jordan began to find meaningful experiences working with hospice care patients. [10:20] What are some of the key lessons that Jordan learned about life from his hospice care patients? [21:10] What are some of the different structures and archetypes for building wealth? [36:50] What is Jordan's advice on maximizing your time to get the most out of every moment? Connect with Jordan: jordangrumet.com Earn and Invest Podcast Related episodes: Do You Take Time to Appreciate Success? with Amanda McKinney Synching Your Business with Your Cycle with Melissa Rodriguez Defining Your Vision for a Financially Free Life with Brian Luebben Tactical Resources: 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide CFO Power Session: Text POWER to 860-609-6374 See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator Additional Resources: Find everything you need at https://www.keepwhatyouearn.com Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa Hire us: https://www.fitnancialsolutions.com/accounting Find me on IG https://www.instagram.com/shannonkweinstein/ Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 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.
Socrates once said, "the unexamined life is not worth living." Sammie and Michelle launched this podcast dissecting that same quote and over 100 episodes later, Doc G brought them onto the Earn & Invest Podcast to ask what a life in alignment really means. We discuss how we went from being spendy in SF to frugral in a small town, the joys of a sabbatical, how to find your passion, the benefits of boredom and even dive into Michelle's dating "bounty". Sammie and Michelle wanted to share the interview we did on The Earn & Invest Podcast with our listeners because Doc G did a wonderful job finding helpful tips in our journey for anyone looking to live a more intentional life. Original Episode Aired February 26th, 2023 on the Earn & Invest Podcast: Are You Living the Unexamined Life? w/ Sammie and Michelle from Build a Wealthy SpiritJoin our community and let us know your thoughts on this interview at buildawealthyspirit.comFind more show notes and interact with the Build A Wealthy Spirit community at buildawealthyspirit.com!
Bloomberg Businessweek Editor Joel Weber and Bloomberg News Energy Reporter Josh Saul provide the details of Josh's Businessweek Magazine story Permits for US Energy Projects Are So Bad Unlikely Allies Emerge. Haley Sacks, Founder of Finance is Cool, talks about using social media to educate people on their finances. Bloomberg Intelligence Senior ESG Research Strategist Shaheen Contractor discusses her BNY Mellon Pershing Insite panel Then vs. Now - The Evolution of Sustainable Investing.Hosts: Carol Massar and Matt Miller: Paul Brennan. See omnystudio.com/listener for privacy information.
What can the dying teach us about money? Turns out, it's a lot. It's an interesting question that, if you're like me, you don't think about a lot on a daily basis. Sometimes it's even hard to imagine that one day I just won't exist anymore. Not to get too morbid with you, but as they say, the only two truths in life are death and taxes. So, I think we can learn a lot about the role money should play in our life from someone who is dying. Our guest, Dr. Jordan Grumet, you may know him as Doc G host of The Earn and Invest Podcast and author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, had a front-row seat into many of these important money and life lessons and is sharing them with you in this episode. LINKS Jordan's website - https://jordangrumet.com/ Taking Stock book - https://www.amazon.com/exec/obidos/ASIN/1646043545 The Earn & Invest Podcast - https://www.earnandinvest.com/ LEAVE US A REVIEW Leave us an honest rating and review, pretty please. Head to the podcast player you're listening to this episode in to leave us a review or you can click here to leave a review for Everyone's Talkin' Money podcast on Apple Podcasts. Love this episode. Share it with a few friends so they can learn these valuable money concepts as well. Be sure to FOLLOW and SUBSCRIBE to never miss an episode! GOT A QUESTION? Have a Shannah Shares question? Submit your question here https://bit.ly/shannahshares MORE MONEY TIPS Follow Me on Instagram for more money tips and behind-the-scenes information https://www.instagram.com/shannahgame See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Trust. The foundation of modern society is built on it. Today we are fortunate to welcome Dr. Henry Cloud to the Basement to talk about who is actually worthy of our trust and who is not. We'll talk about how we're rightfully reticent to extend trust when our gut says we shouldn't and how we get burned when we let people in who shouldn't be. We also discuss how to help people earn our trust so we have better relationships. Our friend Doc G from the Earn & Invest Podcast helps us out with the interview. You don't want to miss this episode!In our headline today, would you let your kid jump on his/her phone and go all or none on a sweet straddle on Apple Stock? We learn about a popular broker who's in some regulatory hot water because of some clients who can't (legally) buy alcohol. How do you monitor your devices? We'll share strategies. Plus, we throw out the Haven Lifeline to Stacker Sammy who asked a question about HSAs. Throw in some of Doug's historical trivia, and we've got ourselves a podcast, boys and girls!FULL SHOW NOTES: https://stackingbenjamins.com/henry-cloud-1336Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Trust. The foundation of modern society is built on it. Today we are fortunate to welcome Dr. Henry Cloud to the Basement to talk about who is actually worthy of our trust and who is not. We'll talk about how we're rightfully reticent to extend trust when our gut says we shouldn't and how we get burned when we let people in who shouldn't be. We also discuss how to help people earn our trust so we have better relationships. Our friend Doc G from the Earn & Invest Podcast helps us out with the interview. You don't want to miss this episode! In our headline today, would you let your kid jump on his/her phone and go all or none on a sweet straddle on Apple Stock? We learn about a popular broker who's in some regulatory hot water because of some clients who can't (legally) buy alcohol. How do you monitor your devices? We'll share strategies. Plus, we throw out the Haven Lifeline to Stacker Sammy who asked a question about HSAs. Throw in some of Doug's historical trivia, and we've got ourselves a podcast, boys and girls! FULL SHOW NOTES: https://stackingbenjamins.com/henry-cloud-1336 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Becky and I are interviewed by Jordan Grummet, aka Doc G, on the Earn & Invest Podcast. We attempt to answer the question is it ever too late to start among other topics for late starters. We are out of town at the Econome Conference and will return with a new guest next week.
In this bonus episode I explain what the driving force was behind starting the Earn & Invest Podcast. I also introduce our new Patreon Group/Mastermind Wealth with Purpose. Sit back, relax, and enjoy this short solo episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
Finally, we can announce our big changes! The podcast has been rebranded! After 110 episodes, Sammie and Michelle have rebranded Status Post Adulting to Build A Wealthy Spirit. Over the last two years and 110 episodes, we've fined tuned the podcast to match up with the needs of our community Moving forward, you can find our show notes, links to anything we referenced and the opportunity to comment and engage with our community on our website. Build A Wealthy Spirit Website: buildawealthyspirit.comStages of Building A Wealthy SpiritRecognition Preparation Isolation Self Discovery Community Building Thank you so much Elizabeth Edwards for creating our new logo and helping us define the look and feel of Build A Wealthy Spirit. Thank you Robyn from IOU Music for creating our first song for Status Post Adulting and creating a new one for Build A Wealthy Spirit! Finally, thank you to Joe Saul-Sehy of Stacking Benjamins and Jordan Grumet of the Earn and Invest Podcast for mentoring us over the last few months! We are so grateful for your time and guidance.Thinking about launching a podcast? We've been using Riverside for our audio and video needs for over 100 episodes. Sign up with our affiliate link by clicking here! Find more show notes and interact with the Build A Wealthy Spirit community at buildawealthyspirit.com!
Dr. Jordan Grumet is a hospice physician and is known as "Doc G" of the Earn and Invest Podcast. Doc G joins Sammie and Michelle on Status Post Adulting to talk about his journey as a hospice doctor and discovering financial independence. Doc G wrote the book, Taking Stock, telling the story of how his relationship with the dying taught him about living life as well as balancing being financially responsible with making sure you are living your life. We discuss how his father's early death inspired him to become a doctor, pursuing writing and podcasting while being a physician, and how being a hospice doctor helped him learn lessons about living from those who are dying. Dr. Jordan Grumet Information:Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life by Jordan Grumet M.D.JordanGrumet.comPordcast: EarnAndInvest.comDiversefi.com*Giveaway: First five people who message us will receive a copy of Taking Stock!* Status Post Adulting Email: statuspostadulting@gmail.com Status Post Adulting Instagram: @statuspostadultingStatus Post Adulting Website: StatusPostAdulting.com
The Midwest and Northeast just experienced a major snowfall and wind chill factors reached as low as -41 degrees Fahrenheit in Chicago over the holiday season. Owning property in Wisconsin, Illinois, and Minnesota has taught Drew Breneman a thing or two about how to prepare and respond to extreme winter weather.On today's episode, Drew shares his knowledge, strategies, and practical moves he makes at his properties when the weather gets this extreme.Tune in to hear Drew cover: Temperature differential between your thermostat and other locations in the building What to do if you have a pipe freeze What furnace filters to use How to communicate with your tenants Strategies to avoid heat-out situations and pipes freezing --The Rise and Invest Podcast is hosted by Drew Breneman, real estate investor and founder of Breneman Capital. Drew began his real estate career at just 19 years old when he bought his first two rental properties. At that early age, he learned real estate was the best method to generate cash flow and build wealth long-term when he was looking at how to invest his own money. He has since dedicated his career to building an organization that makes investing in high-quality real estate opportunities available to passive investors.His company, Breneman Capital, is a private real estate investment management firm specializing in the multifamily property sector. Breneman Capital employs a deliberate investment approach, leveraging data analytics and proprietary technology to generate superior risk-adjusted returns for investors.Breneman Capital has developed an investment strategy that aims to exploit market inefficiencies and reveal superior risk-adjusted opportunities through comprehensive use of technology and analytics.Get started today as an investor or learn more at: https://www.breneman.com--Follow Drew on Social:Twitter: https://twitter.com/drewbreneman LinkedIn: https://www.linkedin.com/in/drewbreneman
As an active or passive real estate investor, you should consider how portfolio properties are marketed. This is why I had my friend and podcast producer Steven Caban join the show! Steven is the founder of Full Bars Media, a media production company that creates content for luxury real estate developers, brokers, and property owners. Steven and his team produce digital content for some of the biggest names in Chicago real estate, from Matt Laricy to Stephanie Spenner's channel LivChiTV Stevens team makes that consistent content possible behind the scenes. In this episode, you will learn: The latest and greatest in cutting-edge video marketing How to determine when to invest in video marketing Generating leads using digital content If you own short-term rentals, hotels, multifamily properties, or new developments, this will teach you how to get leased up or sell quicker. -- The Rise and Invest Podcast is hosted by Drew Breneman, real estate investor and founder of Breneman Capital. Drew began his real estate career at just 19 years old when he bought his first two rental properties. At that early age, he learned real estate was the best method to generate cash flow and build wealth long-term when he was looking at how to invest his own money. He has since dedicated his career to building an organization that makes investing in high-quality real estate opportunities available to passive investors. His company, Breneman Capital, is a private real estate investment management firm specializing in the multifamily property sector. Breneman Capital employs a deliberate investment approach, leveraging data analytics and proprietary technology to generate superior risk-adjusted returns for investors. Breneman Capital has developed an investment strategy that aims to exploit market inefficiencies and reveal superior risk-adjusted opportunities through the comprehensive use of technology and analytics. Get started today as an investor or learn more at: https://www.breneman.com
In this week's episode, Podcast Host, Property Manager & Business Owner, Andrew Schultz, chats about what to look for when investing in your first multi-family rental property. What happens when your tenant gets offered a new job out of state? Find out what to request from your tenant in order to continue their lease. Last, but not least, a tenant approaches you and tells you that their employer will be paying their rent. Find out what kind of information to request from the employer.
Levi Benkert joins the show to talk about his successful track record as an industrial real estate investor and covers the geopolitical tradewinds that make Texas a market with a prosperous future. Industrial is one of three primary categories in the commercial property market; think of the warehouses you see lining highways or outside major cities. Anybody interested in real estate investment with a twist should learn more about the possible opportunities the industrial side has to offer. Levi and Drew talked about their personal history as real estate investors starting with their first property in their teenage years and going on to multimillion-dollar syndication deals today. Levi is a well-respected voice on the real estate side of Twitter, with over 30k followers offering great daily tips and investment stories. Follow Levi at: https://twitter.com/Levijameshere ⚠️ Download our Passive Investing Guidebook for Real Estate Investors ⚠️ https://www.breneman.com/downloads -- The Rise and Invest Podcast is hosted by Drew Breneman, real estate investor and founder of Breneman Capital. Drew began his real estate career at just 19 years old when he bought his first two rental properties. At that early age, he learned real estate was the best method to generate cash flow and build wealth long-term when he was looking at how to invest his own money. He has since dedicated his career to building an organization that makes investing in high-quality real estate opportunities available to passive investors. His company, Breneman Capital, is a private real estate investment management firm specializing in the multifamily property sector. Breneman Capital employs a deliberate investment approach, leveraging data analytics and proprietary technology to generate superior risk-adjusted returns for investors. Breneman Capital has developed an investment strategy that aims to exploit market inefficiencies and reveal superior risk-adjusted opportunities through the comprehensive use of technology and analytics. Get started today as an investor or learn more at: https://www.breneman.com -- Follow Drew on Social: Twitter: https://twitter.com/drewbreneman LinkedIn: https://www.linkedin.com/in/drewbreneman
Andrew Palmer, Assistant Buyer at Costco and Associate Board for FamilyFarmed’s Chicago-based Good Food Accelerator, joined the Rise & Invest Podcast to talk with Drew about some of the other sides of the inflation picture. Andrew is responsible for buying and inventory management of some of the largest Foods & Sundries categories for the 100+ Costco stores in the Midwest. During this special Thanksgiving week episode, he covers the pricing process at Costco and how the supply chain crisis of 2020 is still impacting the costs of goods today. Stick around for the end of this episode as Drew and Andrew discuss negotiating tips and tactics that Andrew uses with commodity providers as he purchases billions in goods yearly. These tips are transferable to active or passive real estate investors or any industry where dealmaking is essential to getting the job done. ⚠️Download our Passive Investing Guidebook for Real Estate Investors⚠️ https://www.breneman.com/downloads -- The Rise and Invest Podcast is hosted by Drew Breneman, real estate investor and founder of Breneman Capital. Drew began his real estate career at just 19 years old when he bought his first two rental properties. At that early age, he learned real estate was the best method to generate cash flow and build wealth long-term when he was looking at how to invest his own money. He has since dedicated his career to building an organization that makes investing in high-quality real estate opportunities available to passive investors. His company, Breneman Capital, is a private real estate investment management firm specializing in the multifamily property sector. Breneman Capital employs a deliberate investment approach, leveraging data analytics and proprietary technology to generate superior risk-adjusted returns for investors. Breneman Capital has developed an investment strategy that aims to exploit market inefficiencies and reveal superior risk-adjusted opportunities through the comprehensive use of technology and analytics. Get started today as an investor or learn more at: https://www.breneman.com -- Follow Drew on Social: Twitter: https://twitter.com/drewbreneman LinkedIn: https://www.linkedin.com/in/drewbreneman
The impacts of inflation on the overall economy are deep, and predicting how inflation will guide real estate investment and rent prices in the future is a challenging call to make. This is why we brought back Phil McAlister, a well-respected voice on real estate Twitter with deep insights on the intersection of macroeconomics and real estate. In this follow-up conversation to an episode released in August 2022, Phil shares real market, GDP, and labor force data to examine how inflation and the consumer price index are moving and impacting rental prices and real estate investment. Phil and Drew close this episode with tips on how real estate investors can navigate this economic environment by being disciplined, agile, and selective with the deals they evaluate. Follow Phil on Twitter at https://twitter.com/phil_mcalister Would you like to learn more? ⚠️Download our Passive Investing Guidebook for Real Estate Investors⚠️ https://www.breneman.com/downloads -- The Rise and Invest Podcast is hosted by Drew Breneman, real estate investor and founder of Breneman Capital. Drew began his real estate career at just 19 years old when he bought his first two rental properties. At that early age, he learned real estate was the best method to generate cash flow and build wealth long-term when he was looking at how to invest his own money. He has since dedicated his career to building an organization that makes investing in high-quality real estate opportunities available to passive investors. His company, Breneman Capital, is a private real estate investment management firm specializing in the multifamily property sector. Breneman Capital employs a deliberate investment approach, leveraging data analytics and proprietary technology to generate superior risk-adjusted returns for investors. Breneman Capital has developed an investment strategy that aims to exploit market inefficiencies and reveal superior risk-adjusted opportunities through the comprehensive use of technology and analytics. Get started today as an investor or learn more at:
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