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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.
หนังสือ Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life ของ Jordan Grumet - เมื่อหมอจำเป็นจะต้องมาสอนเรื่องการลงทุนให้กับคนไข้ ซึ่งความหมายของชีวิตมิใช่เรื่องเงินทองอย่างเดียว แต่มันหมายถึงการใช้ชีวิตอย่างไรให้สุขสมบูรณ์ - ปัญหาของผู้คนส่วนใหญ่ พอถึงเวลาใกล้ถึงความตายเขาก็มักจะย้อนรำลึกถึงอดีตที่ผ่านพ้นมา ซึ่งความหมายของชีวิตจะอยู่ตรงนั้นส่วนใหญ่ - การที่เราลงทุนในหุ้น หรือบริษัทที่เข้าตลาด เราจะได้ผลตอบแทนตามผลกำไรที่เรียกว่าปันผลให้กับผู้ถือหุ้น ซึ่งนั่นจะทำให้เรามีเวลามากยิ่งขึ้น - ถ้าเราได้ใช้ชีวิตอย่างสิ่งที่เราต้องการ โดยการที่เรามีอิสรภาพทางการเงิน เราจะทำงานอะไรอยู่ใน ณ ตอนนี้ แล้วเราจะมีความสุขมากกว่านี้ไหม - เริ่มต้นเรียนรู้จักการลงทุนที่ให้ผลตอบแทนสูงที่สุด และมีความเสี่ยงในกรอบที่เราพอที่จะรับได้ บางครั้งมันยังดีกว่าการลงทุนที่ทำให้เรารวยอย่างรวดเร็วโดยที่มันไม่มีอยู่จริง
In this episode of Money Tales, our guest is Dr. Jordan Grumet. Jordan's father was a doctor who sadly collapsed and died of a brain aneurysm while working at the hospital. Jordan was young at the time, and he was determined to grow up be just like his dad. Jordan figured that if he became a doctor he could step into his dad's shoes and do the things that his dad never got the chance to do. So, Jordan became a doctor and, after years of burnout, realized that the thing he thought was his main purpose and identity in life didn't fit him very well. This is when a new adventure and focus for Jordan began. 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, but it 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" was published by Ulysses Press in August 2022.
Today's episode is a little different. I had the pleasure of being on Dr. Jordan Grumet's Earn & Invest podcast and absolutely loved the content, so I'm sharing it with you all today. This is an in-depth discussion about what it truly means to find purpose at work, home and in retirement. You might recognize Jordan's name as he was my guest in May of this year. For those that don't know, Jordan was an internal medicine physician before leaving his clinical practice to pursue a passion for deep conversations about money and life. He's the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, a full-time author and podcaster, and a regular contributor to Medscape, MarketWatch, and many other outlets. In this conversation, we covered a wide range of topics, including the story of my own semi-retirement, what it truly means to be job optional, how to unlock your true potential and set yourself up for success before and during retirement. In this podcast interview, you'll learn: What I learned when my son was born with a congenital birth defect and I was forced into semi-retirement for six months. The value of taking sabbaticals well before you retire to start to understand what real retirement feels like. Why the conversations that should be happening with financial planners and retirement coaches don't happen. How to use data to approach retirement given your unique background and circumstances. Why so many people are working in retirement today compared to the previous generation. Ways to think about and approach long-term care planning. The unique roadblocks likely to affect people planning for retirement in the next 20 years. Show Notes: RetireWithPurpose.com/378 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
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 the end of life wishes of his patients, 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)
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)
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 the end of life wishes of his patients, 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)
Welcome everyone, in this episode I'm wrapping up my series on Jordan Grumet and his book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. After two discussions with Jordan and another with Tom Ziglar, discussions with some friends and some folks in my private community, I've been given a lot to consider. As I went through my notes I came to 8 big points. Lessons if you will, though they are only, truly lessons, if I am working to apply them. Walk with me if you will and I'll talk them through with you. The Self-Help(ful) podcast is brought to you by Ziglar, your premier source for equipping coaches to help leaders and top performers excel professionally and personally. Visit Ziglar.com and let them inspire your true coaching performance. Go to Zocdoc.com/KEVIN and download the Zocdoc app for FREE. InsideTracker is your personal health analysis and data-driven wellness guide, designed to help you live healthier and longer. For a limited time, Self Helpful listeners can get 20% off InsideTracker's new Ultimate Plan. Visit InsideTracker.com/helpful. If you're looking for a simpler and cost-effective supplement routine, Athletic Greens is giving you a FREE 1 year supply of Vitamin D AND 5 free travel packs with your first purchase. Go to athleticgreens.com/SELFHELP. This episode is brought to you by BetterHelp. Therapy, made accessible. Visit BetterHelp.com/selfhelpful today to get 10% off your first month. Air Doctor, the Professional Air Purifier that captures contaminants 100X smaller than standard HEPA purifiers. Head to airdoctorpro.com and use promo code KEVIN and depending on the model receive UP TO 39% off or UP TO $300 off! ButcherBox is giving new members a Tomahawk for Fathers Day! Sign up at ButcherBox.com/selfhelpful and get a free Tomahawk. Log on to www.ButcherBox.com/selfhelpful to claim this deal! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Self Helpful show we continue the discussion on Jordan Grumet and his book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. Here I bring in Tom Ziglar to get his take on it. Tom is Zig Ziglar's son, CEO of Ziglar, Inc, author and in demand speaker. We began discussing the change Jordan cites when people get an end of life diagnosis and the immediate shift he sees from their protective selves and stories and the transition to possibility and meaning. If you were told you just had months to live, you'd likely seek to repair relationships. We don't today, in having faith we have plenty of time, because we don't want to be that vulnerable. Which again, points back to how we primarily live to protect ourselves. Tom and I then get into Jordan's perspective on flattening or flipping Maslow's hierarchy of need and when we start with self-actualization, everything else becomes far easier, as we know what we want and why, which is much the focus of my book, What Drives You. This lands us on the necessity, if you want an abundant and inspired life, of finding meaning in what you do. The Self-Help(ful) podcast is brought to you by Ziglar, your premier source for equipping coaches to help leaders and top performers excel professionally and personally. Visit Ziglar.com and let them inspire your true coaching performance. Go to Zocdoc.com/KEVIN and download the Zocdoc app for FREE. InsideTracker is your personal health analysis and data-driven wellness guide, designed to help you live healthier and longer. For a limited time, Self Helpful listeners can get 20% off InsideTracker's new Ultimate Plan. Visit InsideTracker.com/helpful. If you're looking for a simpler and cost-effective supplement routine, Athletic Greens is giving you a FREE 1 year supply of Vitamin D AND 5 free travel packs with your first purchase. Go to athleticgreens.com/SELFHELP. Learn more about your ad choices. Visit megaphone.fm/adchoices
When we think of deathbed regrets, we generally envision ourselves as some shriveled up old person in a hospital bed with some regrets, and in truth, I don't think we care. That's that person's problem and doesn't relate to my life right now and today I want to achieve great things and have great things and enjoy my life. And we miss two profound truths that matter most. One is, you could have an accident or get a diagnosis tomorrow that make the regret right here and now. And two, and more relevant, the death bed regrets are more focused on realizing the depth and fulfillment and happiness that we missed. That we ARE missing, right now. I'm back for round two with Jordan Grumet, talking through his Values & Habits.. Jordan was an internal medicine physician who left clinical practice to devote himself to hospice care and deep conversations about life. He covers this in his book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, which was our topic in our first show together. It was in the category of the mind and mental health where Jordan ruminated on how he's altered by his end of life patients and realizing how influenced their lives were, not by true, objective realities, but by the stories they wrote around those. This is personal intent to have control over how he interprets his life. And also how so often his patients have significant regret that they didn't live lives more authentically. They lived for the expectations of others and cultural pressures. As for other categories, he shares how seeing people literally die right before him and sensing something significant changed right there in the room, has impacted his spiritual perspective. How many of his patients regret not taking care of themselves better has influenced his own health and wellness pursuits. How he sees money as a tool and how it hurts people when they see money as a goal in and of itself. And as of late he's thinking about taking up an old hobby of collecting baseball cards because he realizes the nostalgic feeling he has around them and is giving it more value to his own inspiration. The Self-Help(ful) podcast is brought to you by Ziglar, your premier source for equipping coaches to help leaders and top performers excel professionally and personally. Visit Ziglar.com and let them inspire your true coaching performance. Following these sponsors who help make the show possible and provide great resources for your life, I bring you Jordan Grumet and a walk through his personal values and habits. Go to Zocdoc.com/KEVIN and download the Zocdoc app for FREE. InsideTracker is your personal health analysis and data-driven wellness guide, designed to help you live healthier and longer. For a limited time, Self Helpful listeners can get 20% off InsideTracker's new Ultimate Plan. Visit InsideTracker.com/helpful. If you're looking for a simpler and cost-effective supplement routine, Athletic Greens is giving you a FREE 1 year supply of Vitamin D AND 5 free travel packs with your first purchase. Go to athleticgreens.com/SELFHELP. This episode is brought to you by BetterHelp. Therapy, made accessible. Visit BetterHelp.com/selfhelpful today to get 10% off your first month. Air Doctor, the Professional Air Purifier that captures contaminants 100X smaller than standard HEPA purifiers. Head to airdoctorpro.com and use promo code KEVIN and depending on the model receive UP TO 39% off or UP TO $300 off! ButcherBox is giving new members a Tomahawk for Fathers Day! Sign up at ButcherBox.com/selfhelpful and get a free Tomahawk. Log on to www.ButcherBox.com/selfhelpful to claim this deal! Learn more about your ad choices. Visit megaphone.fm/adchoices
Nobody wants to consider their death, but if it gave you a massive paradigm shift that catapulted your success and joy, wouldn't you? I think you would. This is not a “live every day like your last” message, as that's impossible. If this is your last day, you'd put off anything that wasn't vitally important, and you just can't do that every day, it's not sustainable. This is different. My guest is Jordan Grumet. Jordan was an internal medicine physician who left clinical practice to devote himself to hospice care and deep conversations about life. Jordan walks with people who are given an end of life diagnosis and watches a phenomenon happen right before his eyes. Jordan says, “We are all living versions of stories, but when a person is diagnosed with a terminal illness and death becomes a near future certainty…something remarkable happens: the self-protective stories about identity, work and money crumble, leaving them with clarity about who they are, what they love and what really matters.” He then cites they become free, as there is no reason to hold up pretense and no need to protect. Their focus shifts from fear of loss toward the possibility of what can still be gained, and people focus on true desires, generally for the first time. The tragedy is they didn't achieve this perspective, long ago in their lives. Which is why Jordan has taken his experience and written a book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. He's striving to help us leave our lives of self-protection and move to considering what is truly possible, now. Not when death is imminent and we have a short time to do what really matters. June 15-16 of 2023 I'll be in Dallas to attend and speak at the Ziglar coach summit. If you are looking to influence people for the better, professionally or personally, I invite you to join us. First 10 people who register and say you heard about it from me, I'm taking to dinner! Go to ziglar.com/coachsummit Go to Zocdoc.com/KEVIN and download the Zocdoc app for FREE. InsideTracker is your personal health analysis and data-driven wellness guide, designed to help you live healthier and longer. For a limited time, Self Helpful listeners can get 20% off InsideTracker's new Ultimate Plan. Visit InsideTracker.com/helpful. If you're looking for a simpler and cost-effective supplement routine, Athletic Greens is giving you a FREE 1 year supply of Vitamin D AND 5 free travel packs with your first purchase. Go to athleticgreens.com/SELFHELP. This episode is brought to you by BetterHelp. Therapy made accessible. Visit BetterHelp.com/selfhelpful today to get 10% off your first month. Air Doctor, is the Professional Air Purifier that captures contaminants 100X smaller than standard HEPA purifiers. Head to airdoctorpro.com and use promo code KEVIN and depending on the model receive UP TO 39% off or UP TO $300 off! ButcherBox is giving new members a Tomahawk for Father's Day! Sign up at ButcherBox.com/selfhelpful and get a free Tomahawk. Log on to www.ButcherBox.com/selfhelpful to claim this deal! Learn more about your ad choices. Visit megaphone.fm/adchoices
Early retirement is the holy grail of financial freedom. With a large enough nest egg, you no longer have to work, giving you the time to spend with your family and friends or do whatever you want. The problem? Hitting financial independence is much easier than most FIRE-chasers think, and achieving their biggest goal comes with unintended consequences. The fact of the matter is, retiring early is a hard choice, and it's NOT as simple as walking away from your job. Today, we talk to Phil, who's bringing in a large salary and doing a job he loves but wants to take more time off work to be around his growing family. Phil has reached financial freedom. He has plenty of money in his retirement accounts, a short-term rental property portfolio paying him a median-income salary, and lots of cash on hand in case he runs out. He's also got a job that makes him a stellar salary and has the flexibility to allow him to increase or decrease his shifts as he sees fit. Phil has done it. He's found financial freedom and built a fortress of assets to hold up his lifestyle for the rest of his life.But, the idea of walking away from work is stopping him from taking the time off that he needs. With such high pay and work that gives him meaning, how can Phil slowly start stepping away from work without sacrificing his identityor ability to help others? This is a struggle for many who have hit financial independence, and you, too, may face the same dilemma in the not-so-distant future! In This Episode We Cover Building multiple income streams so you can reach financial freedom faster Giving up the high-pay of a skilled job to spend more time with your family When to pay off your properties and whether living mortgage-free is worth it Transitioning out of a career and why stepping away from work is more complicated than it seems Building your ideal post-FI life (even if that means working!) The “middle-class trap” and why over-investing in retirement could be a mistake And So Much More! Links from the Show BiggerPockets Money Facebook Group BiggerPockets Forums Finance Review Guest Onboarding Join BiggerPockets for FREE Mindy on BiggerPockets Scott's Instagram Grab Scott's Book, “Set for Life” Listen to All Your Favorite BiggerPockets Podcasts in One Place Apply to Be a Guest on The Money Show Podcast Talent Search! The Real Estate Rookie Podcast Listen to The “On The Market” Podcast: Spotify, Apple Podcasts, BiggerPockets Money Moment Mr. Money Mustache on Life After FI: The Truth About Retiring Early How to Avoid the “Middle Class Trap” When Building Wealth The “Deathbed Toolkit” That Makes Building Wealth Much More Enjoyable w/Doc G Grab Your Copy of “Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life Click here to check the full show notes: https://www.biggerpockets.com/blog/money-408 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Let us know! Learn more about your ad choices. Visit megaphone.fm/adchoices
Today, I'm talking to Dr. Jordan Grumet. Jordan is an associate medical director at JourneyCare Hospice, a financial blogger turned host of the award-winning Earn & Invest Podcast, and the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. In his book, he shares what the end of life can teach us about the secret to financial independence and how to make every moment count. People have so many questions about money, whether it's better to save for the future or enjoy what we have earned today, and we'll discuss some of those age-old questions on today's podcast. In our conversation, we dig into how death has informed his unique perspective in finance, why the questions so many people ask at the end of their lives are the ones you should be asking right now, and the tactics and strategies you can use to be more intentional about both your money and your time. GET A FREE COPY OF JORDAN'S BOOK, TAKING STOCK: A HOSPICE DOCTOR'S ADVICE ON FINANCIAL INDEPENDENCE, BUILDING WEALTH, AND LIVING A REGRET-FREE LIFE 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 BOOK, that's BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It's that simple! In this podcast interview, you'll learn: How losing his father at the age of seven informed Jordan's perspective on finance. What Jordan learned from talking to hospice patients about their successes, failures, and what they still aimed to accomplish with the life they had left. Why Jordan doesn't believe in the YOLO mindset–but has become a lot less anti-YOLO through his work. Why net worth almost never comes up when talking to people who have a limited amount time left–and how this shows us what really matters. How to create a fixed-time schedule that frees you up to focus more on what matters most to you. Why Jordan thinks people who embrace the FIRE movement have the same problems as those who save for 30 years, then can't spend. Who to talk to when you need to make end-of-life choices. Show Notes: RetireWithPurpose.com/361 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
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.
Some reflection on my birthday weekend before I chat with Jordan Grumet, long time friend of the show from the personal finance community, 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. Toastmasters - Giving a talk at 730am PT on April 12th at the weekly Toastmasters meeting I attend. I haven't spoken about it much, but it's helped me become a better speaker and podcast host. At this meeting, I'll be talking about how to start a podcast. So visit tmws.co/toastmaster to register for the session and see an example of Toastmasters in action.
The author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, Dr. Jordan Grumet shares his top money tips learned from working with patients in hospice care. For more information, visit the show notes at https://www.bobbirebell.com/podcast/jordan-grumet
Dr. Jordan Grumet, or Doc G as he is affectionately known, is a doctor of internal medicine and a hospice care medical director turned financial blogger and author. He has been a financial independence blogger for a decade and hosts the award-winning Earn and Invest Podcast. Today, Dr. Jordan talks about his roots growing up in Evanston, Illinois, what it means to live a regret-free life, and what inspired him to write his book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. Jonathan and Dr. Jordan discuss side hustles, following your passion and the powerful life lessons Dr. Jordan has learned over the years from his hospice patients.
Most physicians are familiar with the more well-known side gigs - utilization review, expert witness, and (of course) those extra clinical shifts. But another lesser-known side hustle that can be both rewarding and lucrative is public speaking. My guest today, Dr. Jordan Grumet, is an internal medicine and hospice physician, writer, podcast host, and passionate public speaker. He's here to discuss how he began public speaking, key steps to getting started, and how to refine your public speaking skills. You can find the show notes for this episode and more information by clicking here: www.doctorscrossing.com/104 In this episode we're talking about: Dr. Grumet's career journey from private practice to entrepreneur and speaker Medical topics that sparked Jordan to pursue a speaking career The clinical event that shaped Dr. Grumet's approach to life and medicine How to develop topics and your public speaking skills Where to find an audience and how to establish yourself as a speaker The nuts and bolts of compensation for public speaking Jordan's other hats as an author, podcast host, and finance expert Links for this episode: Toastmasters Speakers Club Dr. Jordan Grumet's website. Taking Stock - A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life Dr. Jordan Grumet's Earn and Invest Podcast LinkedIn for Physicians Course - This fun course shows you how to create a stand-out profile on LinkedIn and use the powerful features to advance your career goals. The short video lessons guide you step-by-step on how to grow your connections, network successfully, and search for and apply to jobs. Included are cheat sheets for each lesson, examples of physician profiles, and a bonus PDF on how to rock your informational interviews.
In this week's podcast, Paddy talks to Jordan Grumet, a.k.a. Doc G. Jordan is a Hospice doctor who found a passion for personal finance, public speaking, and finding purpose in life. Jordan's experience working with patients in end of life care brings a really unique, insightful and interesting perspective to living a life with no regrets. Key topics we cover: - What is important to you - What he has learned from hospice patients about life regrets - Financial independence - Finding what's important to you - Discovering what your identity really is I hope it helps Thanks Jordan's podcast - Earn & Invest Jordan Grumet.com Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life The White Coat Investor: A Doctor's Guide to Personal Finance and Investing by James M. Dahle MD The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life by JL Collins
Yo Quiero Dinero: A Personal Finance Podcast For the Modern Latina
Episode 174 talks about what death teaches us about financial freedom featuring Jordan Grumet aka Doc G of Earn & Invest. Listen now!Jordan Grumet (Doc G) is the host and creator of the award winning podcast, Earn & Invest. He left his job as an internal medicine doctor when he discovered financial independence and now works part time in hospice and palliative care. His book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life is available to purchase.For full episode show notes, visit here.Loving this episode? Leave us a review if you're listening on Apple podcasts and be sure to follow us on Instagram, Facebook, Twitter and YouTube!Until next time, stay empowered, stay inspired and #staypoderosa ✨WANT TO KICKSTART YOUR FINANCIAL JOURNEY?Download our FREE 14-page guide covering all the topics you need to start making your dinero moves. Visit here. From money mindset, to budget basics, we've got you covered.Check out these YQD™ Partners:Squarespace – The all-in-one platform to build a beautiful online presence. Free 14-day Trial. No Plugins Necessary.BetterHelp– Professional Support When You Need It, At The Fraction Of The Cost Of In-Person Therapy. Get 10% off your first month! Become a member at https://plus.acast.com/s/YoQuieroDinero. Hosted on Acast. See acast.com/privacy for more information.
What can conversations with the dying teach us about the secret to financial independence? In this episode, Eric + Jason are joined by Jordan "Doc G" Grumet, a hospice doctor, podcaster, blogger, and author. Topics discussed include the mirage of wealth, living meaningfully, and Jordan's experiences eight years post-FI. Irrespective of your own retirement journey, you won't want to miss our conversation. See below for links to Doc G's book as well as the show notes. Show notes: https://twosidesoffi.com/DocG Doc G's book: "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life": https://amzn.to/3xKvukv
Paul is interviewed by Jordon Grumet, MD., aka “Doc G,” personal finance expert, hospice doctor and host of the “Earn and Invest” podcast. They discuss Paul's “7 Biggest Investment Decisions” and more, as Paul addresses these questions: Do investment strategies change over time? Is there a place for stock picking? How important is dividend investing? What are the best equity asset classes? How much does an additional 0.5% return matter? What is a modern “simple portfolio” and what is the premium? How much should you invest in each asset class? How much in equities vs. fixed income? How much to take in retirement distributions? How much to take out of retirement investments? How to select a lifetime glide path? All matters referenced in this podcast can be found at https://paulmerriman.com Paul recommends Jordon Grumet's new book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life Call To Action! Here are a few simple ways to support the financial education work of The Merriman Financial Education Foundation, a registered 501(c)3. In so doing you help better the lives of individuals, families and communities, creating more opportunities for all. Subscribe to our weekly “Sound Investing” podcast, available on your favorite listening platforms and leave a review. Tell us what you think! Subscribe to our YouTube Channel, and hit the thumbs up, subscribe, leave a comment and share the link with your social media and friends. Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time affiliate fee —at no cost to you—which helps support our financial education projects. Follow us on Facebook, Twitter and LinkedIn Buy our latest books, We're Talking Millions! 12 Simple Ways To Supercharge Your Retirement and 2 Funds for Life: A quest for simple & effective investing strategies; all the profits help support our work. Support our mission by making a tax-deductible donation to the Foundation.
#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
Jordan Grumet, MD, (aka Doc G) is a hospice physician, host of the Earn & Invest podcast, creator of the Earn and Invest blog, and most recently, the author of the book "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life." In today's episode, Jordan joins me on the show to discuss what it would look like for you to take stock of your life to live a life without regret. He shares his perspective on how to attempt to balance delayed gratification to help with building wealth on your journey to financial independence while also living in the present to enjoy the moments along the way. Jordan also discusses how he believes healthcare providers can treat and prevent burnout. Read Taking Stock to remind you to live a more intentional and purposeful life! Enjoy the show? You can now support the PA the FI Way podcast through Buy Me a Coffee! Thank you for all of your support! https://www.buymeacoffee.com/pathefiway Website / blog: pathefiway.com Follow along on Instagram: @pathefiway https://www.instagram.com/pathefiway/ Join the private Facebook group created for current and future PAs on their journey to financial independence: https://www.facebook.com/groups/pathefiway Like the Facebook page to follow along for updates: https://www.facebook.com/pathefiway Keywords: burnout, living intentionally, physician associate, physician assistant, physician assistant financial independence, physician associate financial independence, physician assistant finances, physician associate finances, physician assistant school, physician associate school, PA school, PA-S, PA-C, pre-PA, physician assistant student, physician associate student
This episode aired originally on July 11, 2022. Guest Jordan Grumet, hospice doctor and financial expert shares his many conversations with people who were approaching the end of their lives, their regrets, brights spots and fears. What do they really wish they'd done with their money? Jordan is the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. More about Jordan: 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. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
Our guest today is Jordan Grumet, 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. (Which will be released August 2022) Jordan is a hospice doctor and financial expert who shares his many conversations with people who were approaching the end of their lives, their regrets, bright spots and fears. [2:00] Becoming a hospice doctor. [8:00] The courage to follow your purpose. [11:00] Balancing caregiver responsibilities and building wealth. [16:00] Money as a tool to live a regret-free life. [20:00] Generational differences relating to money and death. [26:00] Building purpose and a financial plan. Connect with Jordan at jordangrumet.com
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/
Jordan Grumet (our new Jewish friend) is an MD, host of the award-winning podcast Earn and Invest and an author. His new book is called Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. And in this episode we dive in to some of his unconventional financial advice and how we can use it to make the most of our lives. Links Mentioned: Earn & Invest Podcast Taking Stock Book Jordan Grumet Website Die With Zero Book The 4-Hour Workweek Book The White Coat Investor Book Our Book: Simple Money, Rich Life These are a few of the topics we cover: Regrets of the dying Money is a tool We are designed to work Find out more at: https://seedtime.com/a-hospice-doctors-advice-on-spending-saving-and-living-life-to-the-full-with-jordan-grumet
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!
In this episode I make a big announcement and bring Jordan Grumet on to talk with me about identity shifts, the paradox of money, legacies, as well as the most important lessons in his incredible new book Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.
The author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, Dr. Jordan Grumet shares his top money tips learned from working with patients in hospice care. For more information, visit the show notes at https://www.bobbirebell.com/podcast/docg
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
This is our book launch episode for Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. JL Collins interviews me about the book, life, and living without regrets. Buy the book here.
Everyone has a sense of time, yet its concept is hard to define and understand. Some days feel long but years feel short. Jordan Grumet (a.k.a Doc G), a Hospice Doctor, Host of ‘Earn & Invest Podcast' and the Author of ‘Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life' brought us to his journey from internal medicine to personal finance. Jordan also teaches us the Art of Subtraction and Modifying our Perception of Time Passing in reaching financial independence.
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.
Today I interview Jordan "Doc G" Grumett who is the Hospice doctor turned Financial Guru and host of the Earn and Invest show. he has now taken his unique point of view and penned the new book Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life Focusrite: The Vocaster Series Made For Podcasters AutoGain - Easily set your levels with the click of a button, with more than enough gain on tap (70dB) – no booster needed Enhance - Four podcaster-approved voice presets bring out the best in any voice Mute - Silence the mic with the touch of a button - don't let unexpected interruptions get in the way of recording Connect your phone - Record phone calls, high quality music, or other audio from your device, seamlessly Record to a camera - Plug in your camera and record directly to its memory card Loopback - Stream calls or any other audio you can think of from your computer with two sets of stereo loopback Included software - Hindenburg Lite to record, three months of SquadCast Pro + Video to bring in your guests, and six months of Acast Influencer to publish, you're ready to get your show out there Learn more at: Focusrite.com/Vocaster Jordan Grumet Interview Main TakeAways He started because wanted to have deep-dive discussions on finance and talk to experts. Jordan used the art of subtraction to identify what he really wanted to do. He found out that learning the financial spaces wasn't as hard as he thought it was going to be. Because of His Podcast He had people who signed up to help read different variations and help promote it. He landed an agent and experienced people who walked him through the job of writing a book proposal, getting an agent, and a publisher. As Jordan put it, "I had people." He is also slotted and positioned to have TONS of exposure when it releases next week compared to his first two books. Find him at https://jordangrumet.com/and earnandinvest.com Get his book on Amazon (aff) QUESTION OF THE MONTH I need your answer by the end of August 2022 This month's question comes from Dave from Walking is Fitness which is a daily 10-minute podcast designed to help listeners find a little extra motivation to get out for a fitness walk every single day. THE QUESTION: Most podcast hosts have a target listener. And I would imagine like most podcasts, there are certain themes and topics that I know that are of greater interest to my target listener. How often do you return to these key topics? Go to www.schoolofpodcasting.com/question When you answer tell us about your show (including the WEBSITE ADDRESS). Ready To Start Your Podcast You may think nobody would listen to you, but I'm here to tell you they will. I have proven strategies to help you identify exactly what your audience wants. You will sound professional, and won't have to spend a million dollars to sound great. Learn through our online tutorials, live group coaching and a private Facebook Group filled with brilliant podcasters. Join worry-free with a 30-day money-back guarantee. See schoolofpodcasting.com/start Follow the Show and Never Miss an Episode on: Apple - Google - Spotify - Amazon Check out New Podcast Apps for apps to stream bitcoin to podcasters. Did You Get Value From This Episode? Enjoy the Show? Buy Dave a Coffee and give some of that value back. Also Mentioned In This Episode Someday Is Today: 22 Simple, Actionable Ways to Propel Your Creative Life
Contact: https://heavymetal.money Heavy Metal Money on Facebook Heavy Metal Money on Twitter Heavy Metal Money on Instagram Heavy Metal Money on YouTube Heavy Metal Money on TikTok Email Me I'm wicked-excited as we begin a series with Justin from the Road to Wealth Podcast around mindset and being able to "fail better". Justin and I go through one another's past and present endeavors around how we view failure and our methods of overcoming. We touch on a number of topics, and can't wait for more collaborations with Justin. Go check out his podcast and follow him on social! Road To Wealth Podcast Twitter: @roadtowealthpod Some things we talked about: Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life https://jordangrumet.com Build a tower, build a team WITH Tom Wujec Memento Calendar Poster Weeks of My Life Poster --- Support this podcast: https://anchor.fm/heavymetalmoney/support
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.
For a certain subset of HTM listeners, it might be easy to not see the forest for the trees. You might naturally be drawn to the finer details of personal finance like expense ratios and Excel formulas in an attempt to ensure that you're living the most efficient and optimized life that you possibly can. But, that's when the subtle shift can take place. That's when the means to the end begins to overshadow the actual end, which for many is to simply live a good and happy life. Instead, we should live our lives with the end in mind and that's why we're talking with Dr. Jordan Grumet, also known as Doc G. Jordan was an internal medicine physician when he discovered the personal finance community. Since then he started an award winning podcast and is now the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, which will be published in a couple of weeks. Listen as we discuss meaningful work, resisting the traditional American work culture, what it takes to set priorities in life, and much more! During this episode we enjoyed an Indolence, which is an American sour, by Pretentious Barrel House! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you're not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money! Best friends out! See omnystudio.com/listener for privacy information.
Your financial freedom journey won't look like anyone else's. It's your future, your passion, and your life on the line when trying to hit financial independence. But what are we missing out on during the journey? Are we mindlessly walking towards a “money mirage” where everything in life is perfect and happiness is always abundant, simply because we have more money? Or, is the end of the financial independence journey far less satisfying than it's hyped up to be?Doc G, from The Earn & Invest podcast, knows about regret. When he's not recording episodes about residual income, he's helping hospice patients who are months, weeks, or even days away from life's end. He knows what it looks like when someone harbors regret about what they should have done. So many of our greatest regrets are caused by not knowing what we truly want to do. The question is, do you know what will actually make you happy?It's okay if you can't answer that question right away. In Doc G's newest book Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, he gives a concoction of stories, exercises, and thought-provoking metaphors to help you not only reach FI but do so regret-free.In This Episode We CoverWhy stepping away from a high-paying career could make financial freedom easier for youFinding what you truly want out of life and how to do so before it's too lateThe “mirage of money” that financial independence chasers can't get enough ofWhy the “death march to FI” is rarely worth it and what to do if you're on that pathThe “three brothers” story that will have you rethinking how you want to reach early retirement What hospice patients regretted most and their advice for those who are healthyAnd So Much More!Links from the ShowBiggerPockets Money Facebook GroupBiggerPockets ForumsFinance Review Guest OnboardingScott's InstagramMindy's TwitterListen to All Your Favorite BiggerPockets Podcasts in One PlaceApply to Be a Guest on The Money ShowPodcast Talent Search!Subscribe to The “On The Market” YouTube ChannelListen to The “On The Market” Podcast: Spotify, Apple Podcasts, BiggerPocketsCheck Out Mindy's 2022 Live Spending Tracker and BudgetLife After FIRE – Case Studies with Scott, Whitney Hansen, and Doc GEarn and Invest PodcastInterested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Guest Jordan Grumet, hospice doctor and financial expert shares his many conversations with people who were approaching the end of their lives, their regrets, brights spots and fears. What do they really wish they'd done with their money? Jordan is the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. It will be released in August. More about Jordan: 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. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Jordan Grumet's book title, “Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life” says it all. The author gives us his take on what real wealth is. For more information on Doc G and his book, visit jordangrumet.com
Preorders are now available for Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. Plus, get a first listen to the book trailer and listen all the way to the end to hear an excerpt of JL Collins interviewing me. Also, I announce our book launch party on Aug 19, 2022 in Longmont Colorado at MMHQ.