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
Nov 20, 2025 • 33min
683. Ten Things About Investing (Solo)
This insightful discussion challenges the notion that investing is overly complicated. It emphasizes the importance of broad index funds for beginners and the focus on long-term growth during the accumulation phase. The contrast between accumulation and decumulation highlights risk management strategies. Continuous investing across market cycles is recommended for success, while lump-sum investing is favored over dollar-cost averaging. The host also cautions against day trading and reflects on the benefits of seeking financial advice during vulnerable times.
15 snips
Nov 17, 2025 • 51min
682. The Retirement Leap of Faith w/ Jeremy Keil
In a captivating discussion, financial planner Jeremy Keil, founder of Kyle Financial Partners and host of the Retire Today podcast, shares insights on the complexities of retirement planning. He highlights how retirement feels like a high-stakes leap of faith and the emotional barriers that often hinder individuals despite having adequate savings. Jeremy explains the importance of not pinning down a specific retirement date, analyzing pension options carefully, and preparing for first-year expenses. His practical advice empowers listeners to transition into retirement with confidence.
5 snips
Nov 13, 2025 • 33min
681. Recent Criticism (Solo)
In a candid discussion, the host addresses negative feedback, including claims of being an out-of-touch elite. He tackles ethical questions surrounding perks from a Tesla dealership and defends the inclusion of ads in the podcast as a necessary move for sustainability. The episode also clarifies misconceptions about his stance on tariffs and market caution. Throughout, there's an emphasis on engaging with listeners and a call for constructive feedback.
Nov 10, 2025 • 49min
680. Should You Choose Passion or Money w/ Bill Keenan and Alfredo Barrios Jr.
Should you choose passion or money when it comes to your career? I discuss the upcoming movie Bull Run with creators Bill Keenan and Alfredo Barrios Jr. The story follows a junior investment banker and the hijinks that uncover a deeper question about how we work. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 6, 2025 • 32min
679. Ten Things About Health
In this ten things episode, I expound on something that I discuss a lot outside of the podcast. Longevity influencers abound and they are pedaling all sorts of advice about how to be healthy. In many ways, I think they are wrong. This is why. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 3, 2025 • 54min
678. The Problem With Financial Caregiving w/ Beth Pinsker
Do you have parents or loved ones that you feel responsible for? Managing the finances of a parent or other person as they are getting older and dealing with disease and mortality is difficult. Today we talk about how you can run afoul and what to do about it with Beth Pinsker, author of My Mother's Money. Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
