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The Long View

Jordan Grumet: A Hospice Doctor Shares Lessons About Work, Money, and Life

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 26 July 2022

⏱️ 55 minutes

🧾️ Download transcript

Summary

Jordan Grumet on his path to financial independence and mastering 'the art of subtraction.'

Transcript

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0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York, purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:33.2

Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.

0:39.6

And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.

0:43.5

Our guest on the podcast today is Jordan Grummet. Jordan is a physician and an associate medical director at Journey Care Hospice.

0:51.3

He also hosts the popular Earn and Invest podcast, which he launched after years of

0:56.2

blogging about financial independence and wellness at the website DiverseFI.com.

1:02.2

Jordan's latest book is called Taking Stock, a hospice doctor's advice on financial independence,

1:08.5

building wealth, and living a regret-free life.

1:11.6

In it, he shares lessons that he's learned from interacting with patients during the last

1:15.6

parts of their lives.

1:17.3

Jordan received his undergraduate degree from the University of Michigan and his medical

1:21.4

degree from Northwestern University.

1:24.1

Jordan, welcome to the Longview.

1:26.3

Well, thank you so much for having me. I'm excited for this conversation.

1:29.9

We're excited to have you here. Now, we wanted to start by discussing your origin story.

1:35.4

You trained as a doctor, and in the book you discuss how your father's death drew you to that profession.

1:41.7

Could you share that story?

...

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