In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal.
Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and 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."
What You’ll Learn:
- How to define and discover your personal purpose anchors using childhood interests and regret reflection
- Why financial independence should be viewed as a tool rather than the ultimate goal
- The critical difference between meaning and purpose
- Time-hacking techniques to maximize productivity
- The connection between hospice care insights and building a regret-free financial life
- How to balance short-term spending with long-term legacy planning
Learn more about Jordan:
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Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council
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