What does it really mean to retire well?
In this enlightening episode of the Rich Life Retirement Show, Beau Henderson is joined by Dr. Jordan Grumet, hospice physician, personal finance expert, and author of The Purpose Code. Together, they dive into one of the most transformative yet often overlooked aspects of retirement planning: aligning your money with meaning.
Dr. Grumet brings a unique perspective shaped by years of walking alongside the terminally ill. He shares powerful lessons from end-of-life care that can help you live more intentionally, right now — not someday “when the time is right.” This conversation is a compelling reminder that true financial confidence begins with understanding who you are and what truly lights you up.
Beau connects these insights to the Rich Life Retirement Roadmap, emphasizing how personal values must guide every financial strategy. Because your retirement isn’t just about numbers—it’s about crafting a life that reflects your purpose.
In this episode, you’ll explore:
- Why “purpose anxiety” affects so many retirees—and how to overcome it
- The difference between Big P Purpose and Little p purpose (and why the latter matters more)
- How to redefine legacy beyond money and legal documents
- What financial professionals often miss when it comes to helping you plan for what’s next
- Practical ways to start living intentionally—even before retirement
Whether you're approaching retirement or already there, this episode challenges you to think differently about your future. It's not about chasing a big, audacious goal; it's about embracing the small, meaningful actions that make life rich today.
𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗶𝘁𝗵 𝗗𝗼𝗰 𝗚:
Visit https://jordangrumet.com to:
- Check out the book "The Purpose Code"
- Find information about Doc G's podcast "Earn and Invest"
To learn more, visit www.RichLifeAdvisors.com
Connect with us:
https://www.facebook.com/RichLifeAdvisors/
https://www.youtube.com/@richlifeadvisors
https://www.linkedin.com/company/richlifeadvisors/
https://twitter.com/RichLifeAdvisor
Disclosure:
Beau Henderson is an investment advisor representative with Fiduciary Capital, Inc., a registered investment advisor. Opinions expressed are for educational purposes only and do not constitute specific individual advice. RichLife Advisors does not offer legal or tax advice. Listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Beau Henderson and RichLife Advisors are not associated with or endorsed by Medicare, the Social Security Administration, or any other government agency. Maximizing your Social Security benefits assumes foreknowledge of your date of death. Claiming later for a higher benefit may result in fewer benefits if you pass away earlier than expected. Investing in securities involves risk, including potential loss.
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