Earn & Invest

Jordan Grumet (Doc G)
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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
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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
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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
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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.
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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.
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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.
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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
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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
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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
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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

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