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Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning
Course Description

With a unique front-row seat to the regrets of his dying patients, Dr. Grumet reminds us to take stock of life now before it is too late, in his book “Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.” The goal of financial independence is to have the economic fuel to live a full life and avoid regret. Taking Stock is a guide for you and your clients to take control of your finances and investing in yourselves. This discussion with Dr. Grumet will explore:

  • What Dr. Grumet learned from his hospice patients
  • The three basic archetypes of building wealth, and how to choose the most suitable for you
  • The benefits of a Life Review – and why you should do one now
  • How money can distract us from what's truly important in life
  • To beware of The One More Year Syndrome
  • The role of work in retirement
  • How you can benefit from the art of subtraction
  • And much more!
Learning Objectives
  1. Learn questions to ask clients when discussing financial goals, especially retirement.
  2. Develop techniques to help clients prioritize what's important in life.
  3. Help clients set timelines for saving and building wealth that coordinates with their values, personality, and life ambitions.
Speaker
Jordan Grumet, MD

Jordan Grumet was born in Evanston, Illinois in 1973. His interest in becoming a doctor was ignited when his father, an oncologist, died unexpectedly in the prime of life. This profound loss not only inspired him to practice medicine, it has given him a unique perspective as a financial expert, challenging him to think deeply and critically about concepts like wealth, abundance, and financial independence.

After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University, and began practicing Internal Medicine in Northbrook, Illinois. He currently is an associate medical director at Journeycare Hospice.

After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 and 2021 for Best Personal Finance Podcast of the year.  His book, Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life was published by Ulysses Press in August 2022.

Summary
Availability: No future session
Cost: FREE
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
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