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April 1, 2025 33 mins
In this episode of CFO Weekly, Jordan Grumet, a Wealth With Purpose Mastermind at Earn & Invest, joins Megan Weis to discuss the profound connection between purpose, legacy, and financial independence. Jordan shares powerful insights on aligning wealth-building with meaningful living, overcoming purpose anxiety, and using money as a tool rather than a goal. Jordan is a hospice physician and financial independence expert. Combining his unique background in medicine and personal finance, he hosts the award-winning Earn and Invest podcast and is the author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life" and "The Purpose Code." What You’ll Learn: How to define and discover your personal purpose anchors using childhood interests and regret reflection Why financial independence should be viewed as a tool rather than the ultimate goal The critical difference between meaning and purpose Time-hacking techniques to maximize productivity The connection between hospice care insights and building a regret-free financial life How to balance short-term spending with long-term legacy planning
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