• Taking Stock

  • A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life
  • By: Jordan Grumet MD
  • Narrated by: Jordan Grumet MD, Vicki Robin
  • Length: 5 hrs and 51 mins
  • 4.8 out of 5 stars (73 ratings)

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Publisher's Summary

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!

Cover design by Ulysses Press 

PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.

©2022 Jordan Grumet (P)2022 Audible, Inc.

What listeners say about Taking Stock

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Review of Finance from the End

A summary of how to approach finance from the end. The author walks through his model of 3 approaches to finance. He walks through this slow approach, the medium paced approach, and also a fast approach. He has the pros and cons for each individually. He does also incorporate real life examples from his patient experience.

I appreciate each individual experience; he will incorporate a lot from his own personal experience. He also incorporated loss from the palliative approach for financial care.

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Financial independence through a different lens

Having read many of the most popular financial independence books I was skeptical this book would offer much new content. I was pleasantly surprised. Start to finish, this book was full of new insights and perspectives. Well written and very thought provoking. This has become my favorite and the book I recommend to others interested in FI or FIRE.

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  • MT
  • 08-25-22

I highly recommend this book to everyone

Having lost a spouse recently, this book highly resonated with me. Jordan talks openly about two subjects that many choose to avoid discussing - death and money. The perspective of a hospice doctor is so helpful in providing guidance for all of us to consider how we want to live our best life. Weaving in the financial aspect, coming from a member of the Financial Independence community, is further beneficial in determining how to fund that best life while achieving a life of balance. I would encourage people of every age to read this book to formulate their own path to a life well lived.

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Moving

Phenomenal book for anyone interested in FIRE / FI movement or, more importantly, anyone searching for meaning and purpose in life. Will you find it in this bookel? Nope. But what you will find is roadmap for how to navigate the process of finding meaning in whatever time we have left in this beautiful life.

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Enjoying what matters

This is a great book on how to live your best life while keeping the end in mind. I enjoy hearing about how to make the hard conversations simpler. Doc G is definitely a needed voice for the medical and fire communities.

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Important read for all Americans

Dr. Grumet does a masterful job of encapsulating some of the most basic problems in today’s world. Highly recommended

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Life changing reflections. Pay attention and take your time.

Excellent storytelling invokes thought provoking reflections. How do you want to live? How do you want to die? How can you leverage your finances like the tool that will help you accomplish your life mission?

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Basic

I was a bit disappointed. seemed basic to me. adding someone after death or incapacity to your checking account with your bank was useful.

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One the best finance books I’ve read!

This is one of the best financial books I have ever read. The author doesn’t just focus on the number and how to become wealthy, but takes a more holistic view on how to become financially secure for the future and still enjoy the here and now. Some of the stories about his former hospice patients and lessons we can learn from them really hit home. Overall, a really good book on becoming FI, both monetarily and non-monetarily.

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This is the Secret That All the Money in the World Won’t Buy

I’m 52. This book completely changed what I thought that I needed to be doing to make sure that my family is taken care of when I’m gone. I’ve been doing the same things that my dad did before he passed away last year. I now have some regret that he spent his entire life working way too hard so that we have a comfortable life. I have tons of great memories of growing up and him being there with our family but in the end, I wish that I had more time with him. He was my best friend.
Jordan did an absolutely amazing job of writing and narrating this book. I think this is one that everyone should read because we are all going to die.

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  • TonyO
  • 08-11-22

Recommended. A book with so many perspectives

The author, gives you so much more clarity to consider your own path. Not a boiler-plate set of steps.
A very good 6hours of listening, and then the extra optional thought-exercises, in your own time.

Alongside Vikki Robins own book, you begin to “see the matrix” but by considering all your internal and external motivators and values (so Worlds away from the po-culture reference of the Matrix movie “take the red or the blue pill.”?)

After bungle listening, I now relish doing most of the thought exercises.

After reading a clip of he book, I immediately got the audiobook when hearing it was read by the Author. Gives it a great authenticity.

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