Sign in
Business
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.
532. The Seven Secrets to a Happy Retirement (Rewind) w/ Fritz Gilbert
Fritz Gilbert has been retired for years and has not only written a book and blog, but also demonstrated how to live a good life post W2 employment. Today we discuss the seven secrets of a happy retirement. Fritz's wisdom not only is for those wanting to retire, but also for those at the beginning of their career. (Rewind Episode)
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:01:3610/06/2024
531. How To Save Yourself From 570 Hours of Extra Work w/ Adam Zuckerman
Adam Zuckerman is the creator of Buried in Work an online platform to help families work through estate planning before they are in crisis. Adam and I discuss how to avoid the crushing 570 hours of work it takes to carry out a loved ones estate plan after they die. Do you need a will? A trust? In thei far reaching episode we cover these important topics.
Learn more about your ad choices. Visit megaphone.fm/adchoices
55:0706/06/2024
530. The Outsider Advantage w/ Ciera Rogers
We talk to Ciera Rogers, creator of the fashion brand Babes, about dressing Kim Kardashian, confidence, and seeing oneself as an outsider. She describes growing up homeless and living in her family car. We chart her evolution from couch surfer to full fledged entrepreneur.
Learn more about your ad choices. Visit megaphone.fm/adchoices
43:5203/06/2024
529. How Your Bank Makes Money Off You (Community Episode)
In this community episode we discuss banks and how they make money off of you. Join expert Joe Saul-Sehy (Stacking Benjamins) and community member Chris Anderson as we chat about the good, bad, and ugly about the banking industry. How do you choose your bank?
Learn more about your ad choices. Visit megaphone.fm/adchoices
55:3030/05/2024
528. The Secrets of Millionaires Unveiled w/ Jace Mattinson
Welcome to our yearly episode with Jace Mattinson of The Millionaires Unveiled podcast. We talk about have millionaires have changed over the last few years and how they feel about inflation as well as purpose. Jace has now interviewed over 350 millionaires.
Learn more about your ad choices. Visit megaphone.fm/adchoices
52:4327/05/2024
527. Drive, Success, and Destiny's Child w/ Mathew Knowles
Today we have the pleasure of speaking to Mathew Knowles, respected record executive, entrepreneur, author, public speaker, and father to Beyonce and Solange. We delve into what drove him to succeed and how drive has been both a positive and negative in his life.
Learn more about your ad choices. Visit megaphone.fm/adchoices
52:3323/05/2024
526. How to Get What You Really Want w/ Kelli Thompson
How do you get what you really want when it comes to both salary negotiation and life? We discuss with Kelli Thompson the tactics to negotiating not only your first salary but also pay raises and promotions. Kelli is a human resources consultant and executive coach for women leaders.
Learn more about your ad choices. Visit megaphone.fm/adchoices
51:3520/05/2024
525. How to Maximize Your Financial Order of Operations w/ Brian Preston
Brian Preston is the author of Millionaire Mission and cohost of The Money Guy Show. In this episode we discuss the financial order of operations. How do you maximize your ability to both spend today as well as to save for tomorrow. Brian talks about what has been successful for his clients through decades of financial planning.
Learn more about your ad choices. Visit megaphone.fm/adchoices
56:2616/05/2024
524. Doing Good While Doing Well With the Stars of Hulu's 50/50 Flip w/ Dedric and Krystal Polite
We chat with Dedric and Krystal Polite who are the starts of A&E and Hulu's popular show 50/50 flip. How do you not only make profits but actually improve the neighborhoods that you care about? We discuss flipping on a budget, generational wealth, and how most new real estate investors fail.
Learn more about your ad choices. Visit megaphone.fm/adchoices
54:4313/05/2024
523. The Purpose Code w/Amberly Grant
On this episode we grab an interview Amberly Grant did of me on her podcast Jump In Feet First. We talk everything purpose and how it can either lead to happiness or anxiety. Amberly not only questions me about my sense of purpose but discusses her own personal and family struggles.
Learn more about your ad choices. Visit megaphone.fm/adchoices
53:1309/05/2024
522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schneider
We talk with Sarah-Catherine Gutierrez from Aptus Financial and Jeremy Schneider from Nectarine about advise only financial advising. CAn you get a fair shake from advisors under the broker or AUM model? We dive into insurance sales, the fudiciary standard, and much more.
Learn more about your ad choices. Visit megaphone.fm/adchoices
58:4706/05/2024
521. How to Find Financial Joy with Ken and Mary Okoroafor
Ken and Mary Okoroafor are the creators of The Humble Penny and Financial Joy Academy. They are the authors of Financial Joy: Banish Debt, Grow Your Money and Unlock Financial Freedom in 10 Weeks. We discuss how to build a life of wealth both on the financial front but also wityh a sense of contentment and joy.
Learn more about your ad choices. Visit megaphone.fm/adchoices
48:2502/05/2024
520. How to be Financially Unmesswithable w/ Jannese Torres
Jannese Torres's new book is Financially Lit!: The Modern Latina’s Guide to Level Up Your Dinero & Become Financially Poderosa. In this episode we discuss how you become financially resilient. We cover the basic steps to tighten up your finances, remove the risk from corporate America, and wrestle control of your money.
Learn more about your ad choices. Visit megaphone.fm/adchoices
51:2229/04/2024
519. Community Episode: Where to Invest When Markets Are Shaky w/ Shannah Game, Josh Bruce, Annette Maier
What do we do when markets are shaky? Do we change our retirement plan? In this community episode we discuss a recent article by Kerry Hannon about how should we adjust is this inflationary climate and interest rate uncertainty. We delve into asset allocation, rebalancing, and risk tolerance.
Learn more about your ad choices. Visit megaphone.fm/adchoices
53:4625/04/2024
518. Mindfulness, Envisioning, and Financial Independence w/ Adam Coelho
Adam Coelho is the host and creator of the Mindful FIRE Podcast. He is a google employee who teaches mindfulness to other employees as well as the public in general. In this episode we discuss meditating, envisioning, and how we overcome our negative money scripts from our past.
Learn more about your ad choices. Visit megaphone.fm/adchoices
57:1022/04/2024
517. Is it Ever Too Late (Rewind)? w/ Bill Yount and Becky Heptig
Have you found yourself feeling behind the eight ball? Does it seem too late to get your financial lives in order? In This rewind episode, we talk to Bill Yount and Becky Heptig of Catching Up To FI and they discuss both their regrets and triumphs. If you feel like you are late to the game, this episode is for you.
Learn more about your ad choices. Visit megaphone.fm/adchoices
56:5118/04/2024
516. Are Safe Withdrawal Rates Ridiculous (Rewind) W/Joe Saul Sehy and Christine Benz
Are Safe Withdrawal debates ridiculous? More importantly, is there a way to be less rigid and actually withdraw more? In this rewind episode we chat with Christine Benz of Morningstar and Joe Saul-Sehy of the Stacking Benjamins podcast about alternatives to the four percent rule.
Learn more about your ad choices. Visit megaphone.fm/adchoices
59:0615/04/2024
515. What This Happily Married Guy Learned From Mr. Prenup w/ Aaron Thomas
Aaron Thomas is a divorce attorney who started the website prenups.com. He found that after helping countless celebrities and superstars end their marriages that he was ready to help others save theirs. Through the judicious use of prenups and postnups, Aaron helps couples protect their financial futures.
Learn more about your ad choices. Visit megaphone.fm/adchoices
53:2211/04/2024
514. Learn Anything with Micro Skills w/ Resa Lewiss and Adaira Landry
Physicians Resa Lewiss and Adaira Landry have written a book that teaches us how to learn just about anything. Their book, Micro Skills, tackles some of the most salient work and life skills and breaks them down into manageable morsels. Listen as we dissect how to achieve your goals.
Learn more about your ad choices. Visit megaphone.fm/adchoices
56:5208/04/2024
513. The Utter Magic of Handwritten Letters w/ Amy Daughters
We talk to author and letter writer Amy Daughters. She wrote over six hundred handwritten letters to all her facebook friends and something magic happened. She developed deeper, more connected, and lasting relationships with people who had previously been strangers.
Learn more about your ad choices. Visit megaphone.fm/adchoices
56:4804/04/2024
512. Kevin Anderson on the Secrets and Stories of Ghostwriting
Kevin Anderson is the creator of KAA associates which is one of the leaders in the ghostwriting world. Many of his titles have become New York Times bestsellers. In this episode we delve into the secrets and stories behind the ghostwriting industry. Not only will you learn about this specific niche, but also about the book publishing industry in general.
Learn more about your ad choices. Visit megaphone.fm/adchoices
51:0601/04/2024
511. Community Episode: Are Recessions Good For You? w/ Joe Saul-Sehy, Christina Gawlik, and Joseph Skillen
On this community episode we are joined by Joe Saul-Sehy, Christina Gawlik, and Joseph Skillen. We discuss Aki Ito's recent article "The Upside of Recessions". Could recessions actually be good for us? Listen why this counterintuitive viewpoint actually makes some sense and why recessions help us live longer.
Learn more about your ad choices. Visit megaphone.fm/adchoices
54:4128/03/2024
510. 16 Ways to make Progress in Life w/ Tiffany Grant
We speak with Tiffany Grant from Money Talk With Tiff about a recent podcast episode of hers about 16 ways to make progress in life. We know that knowing is often just a prelude to doing. How do we create the habits that help us accomplish what we want to in life.
Learn more about your ad choices. Visit megaphone.fm/adchoices
49:1625/03/2024
509. Live From The Econome Conference...How To Take Action w/ Brad Barrett
This is a live podcast, a joint collaboration between E&I and ChooseFI, where we discuss how to have the courage to take action when we know what we want. Brad Barrett and I interview two conference attendees about what is holding them back. Plus a bonus question and answer segment at the end.
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:17:1121/03/2024
508. Conquering False Money Beliefs w/ Shannah Game and Joe Saul-Sehy
This is a joint episode with Shannah Game and Joe Saul-Sehy originally recorded for the Everyone's Talkin' Money Podcast. We talk about the most common false money beliefs and how we can overcome them. What long held ideas about money do you hold that don't serve you?
Learn more about your ad choices. Visit megaphone.fm/adchoices
49:5118/03/2024
507. When Money Isn't Enough, Susannah Fox on Peer to Peer healthcare
Susannah Fox is the former Chief Technology Officer of the US Department of Health and Human Services. A long time advocate for peer to peer healthcare innovation, Susannah's new book is Rebel Health: A Field Guide to the Patient-Led Revolution in Medical Care. We discuss what happens when money isn't enough, where will you turn?
Learn more about your ad choices. Visit megaphone.fm/adchoices
50:3014/03/2024
506. Is The Size of Your Dreams Too Small? w/ Dave and Chana Mason
We chat with Dave and Chana Mason about their book The Size of Your Dreams. In this sweeping conversation we talk about childhood education, financial goals, and whether our sense of purpose should be goal oriented. How do we know how much money is enough? How much life?
Learn more about your ad choices. Visit megaphone.fm/adchoices
55:3411/03/2024
505. From Money Hater to Venture Capitalist w/ Arlan Hamilton
Arlan Hamilton went from homeless and hating money to a very successful venture capitalist. In the meantime she learned to recognize the underestimated communities of founders and helped fund their business. In this episode we talk about how she has built up her various businesses and her new book Your First Million: Why You Don’t Have to Be Born into a Legacy of Wealth to Leave One Behind.
Learn more about your ad choices. Visit megaphone.fm/adchoices
42:2707/03/2024
504. Can You Build a Family Empire? w/ Jim and Katie Dahle
In this episode we chat with Jim and Katie the husband and wife team who run The White Coat Investor. We discuss the ups and downs of working with your spouse. Although many dream of a family business, there are both positives and negatives when it comes to working with relatives.
Learn more about your ad choices. Visit megaphone.fm/adchoices
48:1404/03/2024
Bonus Episode: 5 Things About Purpose (Solo)
What are the five things that I have learned from coaching people about purpose? We tend to get five things wrong. In this bonus solo episode we talk about what those things are.
Learn more about your ad choices. Visit megaphone.fm/adchoices
16:2902/03/2024
503. How to Hack Retirement w/ Joe Saul-Sehy and John Neidecker
In this current events/community thursday we invite Earn & Invest community member John Neidecker to discuss how to hack retirement by skipping 3 of the 5 stages . We review Richard Himmer's article from Kiplinger. Joe Saul-Sehy joins us as our expert for the episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
54:0529/02/2024
502. How to Overcome Generational Trauma w/ Kyle Collins
We chat with Kyle Collins, author of Wherever You Go There You Are, about growing up with generational trauma and his path not to pass the same down to his own children. We discuss self-love, forgiveness, and growing up with poor financial habits. Do you have what it takes to rewrite your childhood narratives?
Learn more about your ad choices. Visit megaphone.fm/adchoices
50:3426/02/2024
501. Is Your Money Smiling at You (Rewind) w/ Ken Honda
In this rewind episode we talk with Ken Honda author of Happy Money: The Japanese Art of Making Peace with Your Money. Have you ever differentiated between happy and unhappy money? Ken says that money should flow in as well as flow out. He equates it to a form of energy that can both sustain and drain us. We discuss his five steps to happy money.
Learn more about your ad choices. Visit megaphone.fm/adchoices
57:1522/02/2024
500. Are You A Victim of Money Burnout (Rewind)? w/ JD Roth and Grant Sabatier
In this rewind episode we discuss with JD Roth and Grant Sabatier whether there is such thing as money burnout. How is your relationship to life and money? Are you sick and tired about talking about money or just getting started? We discuss how our relationship with wealth, and talking about wealth, changes.
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:00:4519/02/2024
499. Is Financial Independence the Answer? w/ Jackie Cummings Koski
Jackie Cummings Koski is the author of the upcoming book, FIRE For Dummies. We discuss whether financial independence is the answer. Is FIRE available to everybody whether rich or poor, privileged or not? IS it accessible to everyone?
Learn more about your ad choices. Visit megaphone.fm/adchoices
57:5715/02/2024
498. Being Thoughtfully Reckless With Your Spending w/ Carl and Mindy Jensen
We discuss with Carl and Mindy, hosts of the Mindy on Money Podcast, about how to be thoughtfully reckless with spending. We cover weighty topics such as "enough" and even touch on safe withdrawal rates. Can you get to the point where you no longer worry about money?
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:01:5712/02/2024
497. Hype or Hope: Financial Advice on the Internet w/ Liran Eliner
Liran Eliner got his PhD from Harvard and studies how social media, work from home, and leverage effects retail investors trading activity. We focus on the reddit phenomenon and whether it is benefiting those who use such social media platforms as their main source of investing information.
Learn more about your ad choices. Visit megaphone.fm/adchoices
55:1308/02/2024
496. Catching Up With Canada's Earliest Retirees Ten Years Later w/ Kristy Shen and Bryce Leung
Is financial independence sustainable? Well...today we talk to Canada's earliest retirees ten years later. Bryce and Kristy from Millennial Revolution join us to talk about how life has changed over the years and the unexpected ups and downs of early retirement.
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:03:2805/02/2024
495. A Spender's Guide to Surviving Financial Mistakes w/ Anne Lester
We discuss with Anne Lester, author of Your Best Financial Life, how to survive financial mistakes and still thrive in the future. We focus, especially, on the moves you can make in your twenties and thirties to provide guardrails and protect yourself. You don't have to be perfect to have good financial habits.
Learn more about your ad choices. Visit megaphone.fm/adchoices
52:5101/02/2024
494. Conquering the Cult of Never Enough w/ Manisha Thakor
In this episode we discuss with Manisha Thakor, author of MoneyZen, the cult of never enough. How do we feed the "empty ghost' that inhabits many of us workaholics and overachievers. We delve into the little traumas of childhood and the false financial culture that mangle our beliefs about ourselves.
Learn more about your ad choices. Visit megaphone.fm/adchoices
52:1229/01/2024
493: Community Episode: Crypto vs S&P 500 Index Smackdown w/ Joe Saul-Sehy and Ian Kist
This is a current events/community Thursday episode featuring community member Ian Kist. We are also joined by Joe Saul-Sehy from The Stacking Benjamins Podcast. Today we discuss current articles about Crypto and Indexing that seem to be diametrically opposed. Who is right?
Learn more about your ad choices. Visit megaphone.fm/adchoices
56:0325/01/2024
492. Should FIRE Come With a Warning Label? w/ Vicki Robin and Douglas Tsoi
We speak with Vicki Robin author of Your Money or Your Life, and Douglas Tsoi writer of The Money and Meaning Newsletter about the promises that come with financial indepenence/retire early. Should FIRE have a warning label? Why money does and doesn't eventually end up meeting our expectations.
Learn more about your ad choices. Visit megaphone.fm/adchoices
57:4522/01/2024
491. The Three Myths of Purpose with Tripp Lanier
In this episode we go deep on purpose with Tripp Lanier host of the new Man Podcast and author of This Book Will Make You Dangerous. We discuss his three myths about purpose and why they lead us into falling into a purpose trap. A great episode for those contemplating their why.
Learn more about your ad choices. Visit megaphone.fm/adchoices
55:0518/01/2024
490. Money Dynamics and Power Struggles in Relationships with Heather and Douglas Boneparth
Join us in this insightful episode as we delve into the intricate world of couples' money beliefs with Heather and Douglas Boneparth, authors of The Joint Account newsletter. Together, we explore the core of relationship struggles tied to financial power dynamics, unraveling the impact of differing money philosophies on the strength of a partnership.
#MoneyBeliefs #RelationshipStruggles #CouplesFinance #TheJointAccount #PowerStruggles #FinancialWellness #MoneyTalks #LoveAndMoney #PodcastEpisode #MoneyMindset
Learn more about your ad choices. Visit megaphone.fm/adchoices
56:1415/01/2024
489. Has The FIRE Movement Become Elitist w/ Diania Merriam, Leif Dahleen, and Jessica Lynn
Join us in a thought-provoking conversation with Diania Merriam of the Econome Conference, Jessica from the Fioneers, and Leif Dahleen from the Physician on FIRE as we delve into the pressing question of whether the financial independence community has veered towards elitism. Together, we explore the criticisms surrounding the rising costs of conferences and ponder whether the fundamental principles of frugality are being overshadowed by a quest for exclusivity.
#FinancialIndependence #FICommunity #FrugalityRevival #MoneyMatters #EconomeConference #FioneersPodcast #PhysicianOnFIRE #WealthMindset #DeconstructingFI #FinancialWellness
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:03:2011/01/2024
488. Decoding Cryptocurrency: The Top 10 Myths with Dr. Tonya Evans
In this enlightening episode, join me in a conversation with Dr. Tonya Evans, a distinguished professor at Penn State and the author of "Digital Money Demystified," as we debunk the ten most pervasive myths surrounding cryptocurrencies. Dr. Evans provides invaluable insights that will reshape your understanding of this rapidly evolving financial landscape.
#CryptocurrencyMyths
#DigitalMoneyDemystified
#CryptoFacts
#BlockchainTruths
#PennStateProfessor
#FinancialEducation
#DecodingCrypto
#CryptoInsights
#MythBusters
#FutureOfMoney
Learn more about your ad choices. Visit megaphone.fm/adchoices
59:5308/01/2024
487. Leaning Out for Success: A Conversation with Dr. Dawn Baker on Work-Life Balance
Join us in this insightful episode as physician and author Dr. Dawn Baker challenges the conventional career narrative, discussing her book "Lean Out." Delve into the idea that success doesn't always require embracing Sheryl Sandberg's advice, and explore alternative approaches for both men and women to navigate their careers without succumbing to long hours and burnout. Dr. Baker provides refreshing perspectives on achieving professional success while maintaining a healthy work-life balance.
#LeanOut
#WorkLifeBalance
#CareerWellness
#SuccessWithoutBurnout
#DrDawnBaker
#AlternativeCareerPaths
#ProfessionalBalance
#CareerInsights
#MindfulWork
#SuccessBeyondExpectations
Learn more about your ad choices. Visit megaphone.fm/adchoices
54:4404/01/2024
486. From Aerial Acrobat to Financial Coach: Navigating Money Mastery with Tess Waresmith
In this captivating episode, Tess Waresmith takes us on her remarkable journey from aerial acrobat to financial coach, sharing profound insights along the way. Join us as we explore the nuances between financial advisors and financial coaches, uncovering the unique perspectives and approaches each profession brings to the table. Tess's personal story and expertise shed light on the transformative power of financial coaching for individuals seeking a holistic approach to money management.
#MoneyMastery
#FinancialCoaching
#MoneyMindset
#CareerTransition
#TessWaresmith
#FinancialWellbeing
#PersonalFinanceJourney
#AerialAcrobat
#FinancialAdvisor
#WealthBuildingTips
Learn more about your ad choices. Visit megaphone.fm/adchoices
57:5701/01/2024
485. The Four Phases of Retirement with Bryce Leung and Kristy Shen
According to a YouTube TedX talk by Riley Moynes there are four phases of retirement. Today in this rewind episode we talk to Kristy and Bryce from Millennial Revolution about how these phases relate to early retirement and the FIRE Movement. Are the phases the same? Is there stress related to retirement?
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:09:5528/12/2023
484. Should I Retire Yet? (Rewind) with Chris and Kim Mamula
In this rewind episode we revisit Chris and Kim Mamula in our discussion about how to decide when to retire. We discuss the purpose of work and when our time is better spent doing other things. Are you on the precipice of deciding when it is time to retire? This episode is for you. Plus an important announcement if you want to be a guest on Earn & Invest.
Learn more about your ad choices. Visit megaphone.fm/adchoices
56:5125/12/2023