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Taking Stock

A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life

Foreword by Vicki Robin
Published by Ulysses Press
Distributed by Simon & Schuster

About The Book

Learn what end of life can teach us about the secret to financial independence and making every moment count with this life-altering collection of tips from Dr. Jordan Grumet, host of the award-winning Earn & Invest podcast, featuring a foreword written by Vicki Robin, coauthor of Your Money or Your Life.

Written by a hospice doctor with a unique front-row seat to the regrets of his dying patients, this book will remind you to take stock of life now, before it is too late. The goal of financial independence is to have the economic fuel to live a full life and avoid regret. Taking Stock is your guide to taking control of your finances and investing in yourself. Inside you'll find:
  • The three basic archetypes of building wealth, and how to choose which is right for you
  • Time-hacking techniques to modify your perception of time passing and fill your moments with meaning
  • Tips to invest in education, family, and your own physical and mental health
  • And much more!

Don't wait until the last moment to live life to the fullest!

About The Author

Jordan Grumet was born in Evanston, Illinois, in 1973. After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University and began practicing internal medicine in Northbrook, Illinois. He is currently 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 for Best Personal Finance Podcast of the year.

Product Details

  • Publisher: Ulysses Press (August 2, 2022)
  • Length: 144 pages
  • ISBN13: 9781646043767

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Raves and Reviews

"Doc G is one of the wisest voices in the personal finance world and Taking Stock is his absolute best work. After reading it, you won't be magically cured from ever feeling a sense of regret. Rather, through heartwarming stories of the terminally ill and gobs of perspective, he walks you through how to live well while financially preparing for life's unpredictability."

– Julien Saunders, Entrepreneur and author of Cashing Out

"Jordan Grumet is a remarkable man. It is not surprising he has written this remarkable book. His hospice work and conversations with the dying have given him a very special lens into life, work and money and, critically, the balance of the three. This is a profound guide on how to live, and how to die, well."

– JL Collins, Author of the bestseller The Simple Path to Wealth

"Having lost his father at a young age, Dr. Grumet knows life is precarious and time is precious. He teaches us not to squander our lives while making sure we save enough to provide for our loved ones after we die. His financial advice comes from the perspective of a hospice doctor who has learned from his patients the true meaning of life."

– Kristy Shen, Co-author of Quit Like a Millionaire and co-creator of

"As a hospice and palliative care physician, Jordan Grumet shares a one-of-a-kind perspective on personal finance. With his gift of storytelling, Dr. Grumet weaves poignant narratives into his journey to financial freedom. This book will surely resonate with anyone interested in personal finance, both inside and outside of healthcare."

– Kevin Pho, Founder and editor of

“Nothing puts life and earthly worries into perspective quite like contemplating death. By viewing money through the lens of mortality, Taking Stock shows the reader how financial autonomy, prudently attained, provides a richness that goes far beyond their bank balance."

– Paul Ollinger, Host of the Crazy Money podcast

"Taking Stock is a wonderful departure from standard personal finance books that focus more on money than on life and its purpose. Dr. Jordan Grumet’s years as a hospice doctor, and the many lessons he’s learned from the dying, can help us all reassess our lives so we don’t look back with regret. He also challenges the many misguided ideas that have permeated the FIRE discourse, reminding us of what’s truly important, both financially and in life."

– Tanja Hester, Author of Wallet Activism and Work Optional

"Jordan holds nothing back in Taking Stock. His openness and vulnerability create the space for us to reflect on how to use money to create freedom and make the most of this one life. It will undoubtedly become a personal finance classic."

– Grant Sabatier, Author of the international bestseller Financial Freedom

"Taking a prescriptive and compassionate guide to what matters most in our lives. Where many personal finance books focus only on the numbers, this book provides a poignant assessment of what all our financial planning is really for--deeper connections, meaning, and the courage to pursue our deepest fulfillment. Grumet combines lessons of the dying with useful exercises that encourage readers to get specific about crafting a well-lived life before it’s too late."

– Travis Shakespeare, Executive producer and director Playing with FIRE: The Documentary

"Money is not a goal, money is a tool. Mistaking the tool for the goal can lead to unhappiness and major regret.

As a hospice doctor, Jordan Grumet has had a front row seat to hearing deathbed regrets. He’s also helped people plan peacefully for the last few months of their lives. He brings compassion, wisdom, and hard-won experience to this insightful reflection on the relationship between money, purpose, and happiness."

– Paula Pant, Host of the Afford Anything podcast

"The excellent double entendre that is Taking Stock asks us to evaluate the role that we allow money to play in our lives and in what ways it can and cannot contribute to our well-being. Leaning on lessons learned from dying patients as a hospice physician, we are reminded of the myriad non-monetary factors that contribute to a life well-lived.

While Dr. Jordan Grumet's book does outline the basics for achieving and enjoying financial independence, it also shows us, as his patients have, that our self-worth is much more than the sum of our investment accounts. We would all benefit from taking stock of what we cherish most in life and aligning our actions to best serve those priorities. This book reminds us that there is no time like the present."

– Leif Dahleen, Creator of

"To find life means sometimes looking into the void. Jordan Grumet proves in Taking Stock that hopping off the inevitable workaholic escalator to our demise and onto the path toward meaningful living isn’t just important; our lives depend on it."

– Joe Saul-Sehy, Host of The Stacking Benjamins Podcast and Author of Stacked

"I'm facing some big life decisions. Ones that intertwine money, family and work. Reading Taking Stock helped give me some clarity and confidence to move forward. As a bonus, I'm updating my will and am having conversations with my parents. This book is a joy to read and will help you take action."

– Jillian Johnsrud, Host of The Everyday Courage Podcast and Author of Fire the Haters

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