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
Aug 29, 2024 • 52min
555. Cuban Drove a Clunker, Should You? (Community Episode)
In this engaging conversation, billionaire entrepreneur Mark Cuban shares his frugal beginnings with financial experts Kyle Collins and Joe Saul-Sehy. They delve into Cuban's early choices of cheap cars and a practical lifestyle aimed at wealth building. The trio discusses the balance between frugality and quality of life, emphasizing the importance of long-term vision. Personal anecdotes highlight the value of time over money, while reflections on parenting stress the need to teach financial literacy to kids. A journey through financial wisdom and personal growth awaits!
Aug 26, 2024 • 1h 1min
554. How to Destroy Terministic Screens w/ Mark Matson
Mark Matson, an author and financial advisor, shares his inspiring journey from poverty to financial independence. He tackles terministic screens—those limiting beliefs that hinder growth—and emphasizes the importance of aligning financial decisions with personal values for true fulfillment. The conversation also explores the advantages of equities, critiques traditional investment strategies, and underscores the vital role of education and mentorship in overcoming negative money mindsets. Plus, hear how Matson's personal experiences shaped his views on the American Dream.
7 snips
Aug 22, 2024 • 54min
553. The Burnout Solution w/ Ben Utley
Ben Utley, a CFP and team leader at Physician Family Financial Advisors, dives deep into the hot topic of burnout. He shares his journey from the fulfilling moments in hospice care to the demands of medical school. The discussion contrasts burnout in healthcare and corporate worlds, emphasizing moral injury and the quest for autonomy. Ben offers valuable insights on reinventing purpose post-retirement and the importance of finding meaning in work. He advocates for healthier work environments to combat burnout, rather than relying solely on early retirement.
Aug 19, 2024 • 1h 5min
552. How to Master Lifestyle Creep w/ Joel Larsgaard and Matt Altmix
There are so many reasons to spend more money today than you did five years ago. Whether gross economic inflation vs personal lifestyle inflation, it's important to keep track of your budget. On this episode, Joel and Matt from How to Money join us as we delve into spending growth. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 15, 2024 • 57min
551. You're Not Spending Enough (Rewind) w/ Brandon Ganch and Nick Maggiulli
Do we have a problem with over saving? Well, if you are part of the portion of the population who actually has a retirement portfolio, then yes, you probably are. We discuss with Nick Maggiulli and Brandon Ganch their article on MAD FIENTIST. Be sure to click over the article to look at the heat chart and go more in depth. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 12, 2024 • 57min
550. More Than You'll Ever Need (Rewind) w/ Mike Piper
Mike Piper, author of 'More Than Enough', dives into the intriguing question of what to do with wealth beyond your needs. He discusses the significance of prudent financial moves and how to navigate the psychological impacts of financial security. Learn about maximizing charitable giving with tax-efficient strategies, and explore the importance of defining what 'enough' means in life. With insights on wealth management and the joy of meaningful moments, Mike encourages a balanced approach to wealth and fulfillment.
4 snips
Aug 8, 2024 • 1h 4min
549, How to Diffuse Your Ticking Tax Time Bomb w/ Ed Slott
Ed Slott, an IRA expert and author, dives into the critical issue of tax planning for retirement savings. He warns about the 'ticking tax time bomb' that could undermine your financial future. Slott offers innovative strategies like Roth conversions and emphasizes the need for proactive planning. He outlines a five-step tax strategy to safeguard retirement accounts and discusses the significance of beneficiary designations. His insights are essential for both young savers and those nearing retirement, aiming to empower listeners to navigate the complex tax landscape.
Aug 5, 2024 • 53min
548. The Crushing Cost of Conservative Retirement Planning w/ Jesse Cramer
Join Jesse Cramer, an expert in conservative retirement planning, as he explores the dangers of excessive caution in financial strategies. They discuss how being too conservative can push retirement age significantly later, and the misconceptions surrounding Social Security. Cramer challenges traditional views on investment returns, emphasizing the need for flexibility and adjustment. The conversation also highlights the risks of inflation and the importance of a balanced approach to secure a fulfilling retirement.
Aug 1, 2024 • 54min
547. How to Afford Everything With the Ten Spending Commandments w/ Darla Bishop
Darla Bishop, an author and public health expert, shares her insights on financial management through her book, "How To Afford Everything." She introduces her Ten Commandments of Spending, emphasizing the importance of mindful spending and prioritizing value over price. The discussion explores generational differences in financial literacy, highlights the significance of having a purpose in life, and underlines the connection between financial health and overall well-being. Listeners gain practical strategies for aligning spending with personal values.
Jul 29, 2024 • 47min
546. How to Survive an Election Year w/ Disha Spath
Disha Spath, a fiscal expert focused on the financial implications of elections, dives into how upcoming presidential campaigns might affect personal finance. She discusses the emotional impact of political events on market fluctuations and stresses the importance of maintaining a long-term investment perspective. Listeners gain insights into managing finances during political uncertainty, including the potential of cryptocurrency as a protective asset. Disha also highlights the influence of election policies on young borrowers and the importance of informed voting.
