Earn & Invest
Jordan Grumet (Doc G)
Join us for thought-provoking conversations that empower you to Earn and Invest wisely, shaping your future while making informed decisions today. Every Monday, our wide-ranging panel discussions explore various financial topics, fostering engaging conversations that challenge conventional wisdom and provide fresh perspectives. Then, on Thursdays, we delve into individual interviews, offering deep insights from experts who share their experiences and expertise. While we may not always uncover definitive answers, our goal is to equip you with the essential questions necessary to navigate a richer path towards not only financial independence but living a life full of purpose, identity, and connections.
Episodes
Mentioned books
Oct 30, 2025 • 27min
677. Abundance (Community Episode)
This live podcast was recorded at the Wealth With Purpose Mastermind this past weekend in Chicago, Illinois. Participants were asked two questions and their answers were recorded. This is your community episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 27, 2025 • 32min
676. Ten Things About Masterminds (Solo)
Are you a part of a mastermind? If not, you may wonder what one is about and what we do in them. In this episode, I explore why masterminds can benefit you. Here is ten things about why I think they are important. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 23, 2025 • 32min
675. Ten Things About Taxes (Solo)
In this ten things episode we talk taxes. While my view may not match everyone's., I feel like we radically overthink the concept. Listen as i set the record straight. Send all comments to docg@diversefi.com Learn more about your ad choices. Visit megaphone.fm/adchoices
12 snips
Oct 20, 2025 • 51min
674. Are We Roth Crazy? w/ Sean Mullaney
In this engaging discussion, Sean Mullaney, a CPA and financial planner, takes a deep dive into tax planning misconceptions and the implications of Roth conversions. He argues that many retirees face lower taxes than expected, challenging the hype around Roth transitions. Sean also shares strategies for maximizing tax efficiency, emphasizes the benefits of backdoor Roths for high earners, and explains how to use deductions effectively. With insights on delaying Social Security and smart decumulation rules, he sheds light on creating a tax-savvy retirement plan.
8 snips
Oct 16, 2025 • 32min
673. Ten Things About Disapointment (Solo)
Disappointment is an inevitable part of life, often linked to personal effort. There are distinct flavors: disappointment from circumstances, people, and primarily, oneself. As we grow older, we tend to experience fewer disappointments tied to others. Embracing growth from these feelings is crucial, alongside enjoying the journey rather than fixating on achievement. Distinguishing disappointment from regret can empower change, while radical acceptance helps us move forward. Happier individuals experience less disappointment by embracing reality and nurturing self-kindness.
9 snips
Oct 13, 2025 • 50min
672. How to Build a Portfolio Career w/ Ilana Golan
Ilana Golan, Founder and CEO of Leap Academy, shares insights on developing portfolio careers, focusing on adaptability quotient (AQ). She discusses her own career reinvention after a setback, emphasizing the importance of turning challenges into growth opportunities. Listeners learn to shift from traditional CVs to showcasing personal brands and controlling their narratives. Ilana highlights the significance of testing new career paths as experiments, finding one's zone of genius, and understanding the necessity of adaptation in today's rapidly changing job market.
Oct 9, 2025 • 57min
671. Rewind: Fifteen Money Tips Regardless of net Worth w/ Shannah Game
While personal finance is personal, there are some universal money truths. In This Rewind episode we talk with Shannah Game from Everyone's Talkin' Money about her fifteen wise money tips. She asked over one hundred friends and experts and in this episode we discuss what she found. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 6, 2025 • 1h 2min
670. Decoding Social Security w/ Mary Beth Franklin (Rewind)
In this rewind episode of the Earn & Invest podcast we discuss the often-neglected topic of Social Security, with Mary Beth Franklin, a seasoned retirement expert, unraveling the complexities and dispelling common misconceptions. With over 40 years of financial journalism experience, Franklin provides a comprehensive Social Security 101, highlighting its importance in retirement planning and addressing the risks associated with both assuming its non-existence and overlooking its impact on financial security. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 2, 2025 • 48min
669. Live from Bali: Should I Retire?
This is a live podcast episode at the FI Freedom Retreat in Bali, Indonesia. I am joinded by Jackie Cummings-Koski from the Catching Up To FI Podcast. Listen in as our conference attendees tell their stories. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 29, 2025 • 50min
668. Positive Intelligence/Negative thoughts w/ Shirzad Chamine
Shirzad Chamine is the author of New York Time's Bestseeling book, Positive Intelligence. We chat about how mindset effects our ability to get things done both personally as well as in organizations. How does our mind get in the way? Learn more about your ad choices. Visit megaphone.fm/adchoices
