Lessons For Better Living (from the dying)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Business, Financial Planning, Cfp, Education, Personal Finance, Retirement, Investing, Money

4.4 • 2K Ratings

🗓️ 3 August 2022

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

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Summary

Are you truly living? Following your passions, doing what you love and finding purpose in life? The balance between living for today and saving for the future can be hard. How do you fulfill both sides of the equation? Jordan Grumet, aka Doc G, is a hospice doctor who takes care of patients at the end of their life. He's witnessed both sides of the spectrum: people who died with immense love and purpose surrounding them but very little money, and people who died with more money than they could ever need but lacked true connection and purpose in their life. Jordan is here today to help inspire you to live for today without sacrificing your needs in the future. He shares stories from his time as a physician and the lessons his patients taught him. During our headline segment, we're looking at risk vs. reward when it comes to your investments. One study shows that most people don't understand the trade off between risk and reward and we dive into why. We also share how you can find bigger opportunities to save more without risk by sharing a video clip from Sarah Catherine Gutierrez about student loan forgiveness. We'll also answer Steve's question about 401k withdrawals in retirement and Doug will share his trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	I make fully slavery being of sound mind and body to hereby bequeath the following.
0:09.4	To my wife Rose, who spent money like there was no tomorrow, I leave $100 and a calendar.
0:16.8	To my sons Rodney and Victor, who spent every dime I ever gave them on fancy cars and
0:22.4	past women, I leave $50 in dimes.
0:27.6	And to my other friends and relatives who also never learned the value of a dollar, I leave
0:33.4	a dollar.
0:40.2	Live from Joe's mom's basement, it's The Stacking Benjamin Show.
0:50.6	I'm Joe's mom's neighbor, Doug, and I don't know about you, but big spoiler alert, none
0:59.4	of us get out of here alive.
1:01.2	Today, to talk about what we can learn from the dying to live better, we welcome the
1:06.2	author of Taking Stock, a hospice doctor's advice on financial independence, building wealth
1:11.8	and living a regret-free life, Jordan Grumman, also known as Doc G. In our headlines, what
1:18.6	are you focused on with your money?
1:20.6	Today, we'll share an opportunity that could save you a year's salary, or more.
1:26.0	Plus, we'll throw out the Haven lifeline to Steve, who's asking about which retirement
1:30.8	bucket to dip into first.
1:32.9	And then, because we're celebrating Tony Bennett's birthday today, I'll have my jazzy trivia.
1:39.4	Shubi-dub-dub-dub.
1:41.4	And now, two guys who are going to help you make sure you live well before you die.
1:46.4	Joe, and oh, ch-ch-ch-ch-ch-ch-ch-ch.
1:51.6	Happy Wednesday, everybody.
1:56.0	Welcome back to another fun episode of the StakyBedgment Show.
	...

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