Taking Stock
A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life
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Narrated by:
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Jordan Grumet MD
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Vicki Robin
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By:
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Jordan Grumet MD
About this listen
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.
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By: Dan Miller
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Worthy
- By: Nancy Levin
- Narrated by: Nancy Levin
- Length: 7 hrs and 46 mins
- Unabridged
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Money. We love it. We hate it. If we don't have enough, we're struggling to get more. If we do have it, we're fighting to hold on to it. Why does money have to be such a source of anxiety? Is it possible to find peace? Yes! According to master integrative coach Nancy Levin, the real key to creating financial freedom isn't changing what we do, it's changing our limiting beliefs - and that requires more than just learning how to invest.
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An incredible synthesis From Pioneer
- By Elan Sun Star on 05-10-17
By: Nancy Levin
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Your Money Map
- A Proven 7-Step Guide to True Financial Freedom
- By: Howard Dayton
- Narrated by: Howard Dayton
- Length: 3 hrs and 35 mins
- Abridged
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Are you going in financial circles? Do you need directions? Finding your financial goals through all the options and dead-ends in today's marketplace can be confusing, and you might get lost without a map. In this audiobook, Howard Dayton provides a simple road map for organizing your finances through life and reaching your financial destination.
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Money map review
- By Carrie on 01-02-08
By: Howard Dayton
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The Values Factor
- The Secret to Creating an Inspired and Fulfilling Life
- By: Dr. John DeMartini
- Narrated by: Erik Synnestvedt
- Length: 12 hrs and 8 mins
- Unabridged
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The Values Factor shows you how to create a life in which every minute can be inspiring and fulfilling. The first step is to identify what you find most meaningful - the values in life that are most important to you. Once you understand your own unique values and align your life accordingly, you can achieve fulfillment in every aspect of your life: deepening your loving relationships, creating an inspiring career, establishing financial freedom, and tapping into a rich spiritual life.
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Makes you really think about your values
- By Saad on 12-07-16
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The Behavior Gap
- Simple Ways to Stop Doing Dumb Things with Money
- By: Carl Richards
- Narrated by: Carl Richards
- Length: 3 hrs and 32 mins
- Unabridged
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Why do we lose money? It's easy to blame the economy or the financial markets - but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon - the distance between what we should do and what we actually do - "the behavior gap". He found that once people understood it, they started doing much better.
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Average across the board
- By michael on 01-23-18
By: Carl Richards
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Making the Case
- How to Be Your Own Best Advocate
- By: Kimberly Guilfoyle
- Narrated by: Kimberly Guilfoyle
- Length: 6 hrs and 52 mins
- Unabridged
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After an 11-year-old Kimberly Guilfoyle lost her mother to leukemia, her dad wanted her to become as resilient as she could be. He wisely taught her to build a solid case for the things she wanted. Creating a strong logical argument was the best way to ensure that she could always meet her needs. That childhood lesson led her to become the fearless advocate and quick-thinking spitfire she is today.
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If you're 20 and need advice...
- By Shelly Dee on 03-22-16
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Prince Charming Isn’t Coming
- How Women Get Smart About Money
- By: Barbara Stanny
- Narrated by: Kim Niemi
- Length: 8 hrs and 14 mins
- Unabridged
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When this groundbreaking yet compassionate audiobook was first published, it lifted a veil on women's resistance to managing their money, revealing that many were still waiting for a prince to rescue them financially. In this revised edition, which reflects our present-day economic world, Barbara Stanny inspires listeners to take charge of their money and their lives. Filled with real-life success stories and practical advice, this audiobook is the next best thing to having one's own financial coach.
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Should be required reading for all girls.
- By J385 on 04-06-22
By: Barbara Stanny
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For more than 25 years, Your Money or Your Life has been considered the go-to book for taking back your life by changing your relationship with money. Hundreds of thousands of people have followed this nine-step program, learning to live more deliberately and meaningfully with Vicki Robin’s guidance. This fully revised and updated edition with a foreword by Mr. Money Mustache is the ultimate makeover of this best-selling classic, ensuring that its time-tested wisdom applies to people of all ages.
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Factfulness: The stress-reducing habit of carrying only opinions for which you have strong supporting facts. When asked simple questions about global trends - what percentage of the world's population live in poverty; why the world's population is increasing; how many girls finish school - we systematically get the answers wrong. In Factfulness, professor of international health and global TED phenomenon Hans Rosling, together with his two longtime collaborators, Anna and Ola, offers a radical new explanation of why this happens.
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Die with Zero presents a startling new and provocative philosophy as well as practical guide on how to get the most out of your money—and out of your life. It's intended for those who place lifelong memorable experiences far ahead of simply making and accumulating money for one's so-called Golden Years. In short, Bill Perkins wants to rescue you from over-saving and under-living. Regardless of your age, Die with Zero will teach you Perkins' plan for optimizing your life, stage by stage, so you're fully engaged and enjoying what you've worked and saved for.
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Nothing extraordinary
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The Little Book of Common Sense Investing
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The Little Book of Common Sense Investing is the classic guide to getting smart about the market. Legendary mutual fund pioneer John C. Bogle reveals his key to getting more out of investing: low-cost index funds. Bogle describes the simplest and most effective investment strategy for building wealth over the long term: buy and hold, at very low cost, a mutual fund that tracks a broad stock market Index such as the S&P 500.
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One star for every point this 5 hour book makes.
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The Intelligent Investor (Third Edition)
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The classic work on investing, filled with sound and safe principles that are as reliable as ever, now revised with an introduction and appendix by financial legend Warren Buffett—one of the author’s most famous students—and newly updated commentaries on each chapter from distinguished Wall Street Journal writer Jason Zweig.
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Same as Ever
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Every investment plan under the sun is, at best, an informed speculation of what may happen in the future, based on a systematic extrapolation from the known past. Same as Ever reverses the process, inviting us to identify the many things that never, ever change. With his usual elan, Morgan Housel presents a master class on optimizing risk, seizing opportunity, and living your best life. Through a sequence of engaging stories and pithy examples, he shows how we can use our newfound grasp of the unchanging to see around corners.
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Beautifully Succinct Summary of Others Original Ideas
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Right Thing, Right Now
- Good Values. Good Character. Good Deeds.
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For the ancients, everything worth pursuing in life flowed from a strong sense of justice—or one’s commitment to doing the right thing, no matter how difficult. In order to be courageous, wise, and self-disciplined, one must begin with justice. The influence of the modern world often tells us that acting justly is optional. Holiday argues that that’s simply untrue—and the fact that so few people today have the strength to stand by their convictions explains much about why we’re so unhappy.
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Echoes left wing narratives
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By: Ryan Holiday
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How to Get Rich
- One of the World's Greatest Entrepreneurs Shares His Secrets
- By: Felix Dennis
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Felix Dennis is an expert at proving people wrong. Starting as a college dropout with no family money, he created a publishing empire, founded Maxim magazine, made himself one of the richest people in the UK, and had a blast in the process. How to Get Rich is different from any other book on the subject because Dennis isn't selling snake oil, investment tips, or motivational claptrap. He merely wants to help people embrace entrepreneurship, and to share lessons he learned the hard way.
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A picture is worth his 1,000 words
- By Jerry Fletcher on 09-18-21
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The Psychology of Money
- Timeless Lessons on Wealth, Greed, and Happiness
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Money - investing, personal finance, and business decisions - is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together. In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money.
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Could be summarized in one sentence
- By Alex on 05-30-21
By: Morgan Housel
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Liar's Poker
- Rising Through the Wreckage on Wall Street
- By: Michael Lewis
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In 1986, before Michael Lewis became the best-selling author of The Big Short, Moneyball, and Flash Boys, he landed a job at Salomon Brothers, one of Wall Street’s premier investment firms. During the next three years, Lewis rose from callow trainee to New York- and London-based bond salesman, raking in millions for the firm and cashing in on a modern-day gold rush. Liar’s Poker is the culmination of those heady, frenzied years - a behind-the-scenes look at a unique and turbulent time in American business.
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Finally!
- By Anonymous User on 02-08-22
By: Michael Lewis
What listeners say about Taking Stock
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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- Anonymous User
- 10-21-23
Great read when you’re 40 years old
As a mid 40s, physician myself, and watching my kids grow up I have to evaluate what is a true investment of my time efforts and social circumstances. Great book from someone who everything about the dying. This is also a great book to sit down and talk to your spouse before you start a will and trust which is exactly what led me to this book. Hopefully you enjoyed as much as I did.
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- Maureen DeLucia
- 11-22-22
Life-changing
I have listened to Dr G’s podcast for years… And have learned so much from him… So I couldn’t wait to read his new book…He reminds us of the most
important things in life💕 thank you for the reminder.
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- Kat G
- 09-03-22
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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- Gideon Neves George
- 10-14-22
good book
great book.... just need characters now. the book is great. great book great book
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- Reader Betweem the Lines
- 08-04-23
Wonderful Audiobook - Highly Recommended
My husband and I have been listening to the audio version of “Taking Stock”. Jordan Grumet has written a thoughtful and compelling book. He is honest and vulnerable in sharing his story. His narration is superb, conversational and inviting. Perhaps the biggest praise I can offer is that my husband is very eager to listen as well. He is an author and narrator in his own right, and not usually a fan of self help style books. “Taking Stock”’s topic is serious but the author makes it very relatable, accessible and entertaining. Lots of worthy content to reflect on and put into practical use. Most highly recommended!
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- Anonymous User
- 03-27-24
Wonderful
A holistic approach to not just financial heath but also emotional health and stability! Great book for reflection and making positive change - well written and organized
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- Robert L. Phillips III
- 10-11-22
perfect
This book was exactly what I needed as I struggle with how much is enough, how I spend my time, and what is most meaningful in my life.
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- Donato Santangelo
- 12-15-22
Concise advice from people facing their end
Being a practicing physician and a hospice medical Director, I can relate to this much deeper level than the general public and find the wisdom of people facing their mortality, in their great wisdom, to be passed onto those they leave behind, and those of us willing to listen
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- yos
- 05-11-24
Great financial mindset book
the book it self is not about the nitty gritty diletails about finance but rather some mindsets about getting to your goal and why your goal is important in the first place. Highly recommend it
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- Amazon Customer
- 09-28-22
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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1 person found this helpful