​​​​​​​​​​​​​​​​​​​​​Want to hear wisdom and insight on finding purpose from a former internal medicine doc who is now a writer, speaker, and podcast host? This week Carl interviews Jordan (Doc G) Grumet has made many significant pivots in his life. After becoming a doctor of internal medicine and practicing for 15 years, Jordan had an "aha" moment where he realized that although his medical career had served him well, he wanted something new, something different, something more meaningful.

Jordan grew up in Evanston, Illinois. His doctor father died suddenly when Jordan was only 7 years old. "I came to this cosmic conclusion that the way to make up for this horrible thing that happened to all of us was for me to become a doctor." Despite learning disabilities, Jordan met obstacles head on and learned to persevere. (Qualities that have helped him throughout his life.) His mother became a CPA and successful in business and remarried. He says both his parents modeled responsible saving.

After 15 years of practicing medicine, he felt totally burnt out. "Medicine served me well financially and gave me a purpose and identity. It worked until it didn't," he tells us. In 2018 he stopped everything and became depressed. The years of building walls around himself to deal with the stress and tragic situations as a doctor took their toll. He realized he had co-opted his father's dream of being a doctor for his own.

Jordan looked at the parts of his life he wanted to keep doing, like hospice care. In addition, he had an "AHA" moment when he attended a conference for writers, bloggers and podcasters. "I immediately felt more connected to them than the doctors I had worked with for years." He read the book "The White Coat Investor" and discovered he could be financially independent enough to pursue other paths that excited him.

Now Jordan is the podcast host of the award-winning "Earn & Invest" podcast, he's a speaker and also the author of two books.  His first book, "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life" is about Jordan's journey, intertwining medical insight and financial wisdom and resonates deeply with those seeing a balanced, meaningful life.  

His second book, "The Purpose Code" will be published in January 2025 by Harriman House Press. Jordan also continues to serve as an associate medical director at Unity Hospice. He lives with his family back in Evanston, Illinois where he grew up. Doc G says, "You don't have to change the whole world. You just have to change yourself. Grow and learn!" Wise advice for all of us.
 

Doc G's (un)retirement tips for self-reflection:

​​​​​​​ 
   • "It's much easier staying at a job rather than exploring your purpose. I think that's a mistake. We need to re-imagine what purpose is for us, take the time and space to learn what it really looks like."
 
   • "Don't be afraid of (finding a new) purpose. Purpose is abundant. It doesn't have to be difficult to find your "anchors" and build a life of purpose around them. Find a lot of stuff you like and just start doing it."
 
   • "Most of the things that light us up have nothing to do with money.......How do we build a better life without waiting for some financial benchmark?"​​​​​​​

• More about Jordan (Doc G) Grumet

• Doc G's Book The Purpose Code

• Sponsored by Capital Advantage

• Sponsored by How to Retire and Not Die

• I Used to be Somebody World Tour

Diana Landau is the Content Wrangler for Pickleball Media After 15 years in corporate marketing, in 2012 she pivoted to write and wrangle content for Niche Media's weekly blog. She now manages the "I Used to be Somebody" blog 

Tags:    Blog   Interview   Jordan (Dog G) Grumet   Hospice Doctor   Carl Landau   Podcast   I Used to be Somebody   How to Retire and Not Die   Regret Free Life  

Renaissance Man Steve Hoffman explains to Carl how you can truly have it all.  Steve has figured out how to divide his year between a successful business and his creative life. He is a tax preparer and also an award-winning food writer that has been featured in Food & Wine, The Washington Post, Artful Living magazine and many more. He is also the author of the memoir that's a real eye-opener if you've ever thought about living in foreign country and bringing your family along with you, "A Season for That, Lost and Found in the Other Southern France".

Steve grew up in the "Twin Cities" of Minnesota in a traditional suburban family. "It was a fairly boring, staid existence," he tells us. As a teen, Steve was obsessed with tennis and basketball and dreamed of becoming a professional athlete. He went on to St. John's University and then a trip to Paris, France changed everything for him.

Steve married and had a family and also ran a successful tax preparation business. He likes to say that he knows the names of all of his 500 customers. But tax work is seasonal, and he realized he could live out his dream of living in France part of the year. In 2012, Steve brought his wife and family along with him, which proved challenging beyond his initial expectations. "You know, you have this image of swimming in the ocean on the coast and then having a glass of Rose'. The blue collar, dusty, hot winemaking village where we could afford to live was not like that."

The culture shock was very real. Carl points out that many people talk about living in another country for a while, but rarely actually do it. In his memoir, Steve tells us how his family needed him to step up and be a leader for them and not just live in a dream, practicing his French in town. The family decided to give up their expectations, stepped back and let the experience and the village opened up to them.

Steve always kept journals, yet never imagined he would one day become a prolific food writer. And then his first article about his French adventure won him a National Food Writing award. Steve's wife, Mary Jo also explored her creative side during their stays and became a photographer. 10 years later, they both came out with a new book at the same time! Steve is also the recipient of the 2019 James Beard M.F.K. Fisher Distinguished Writing Award. He now lives on Turtle Lake in Shoreview, MN with Mary Jo, their elderly and entitled puggle and roughly 80,000 honeybees.

Steve's (Un)Retirement Advice:

•  "Accepting that part of being a creative person in this economy in this time in history means you gotta have a boring, semi-lucrative job that pays you a little more than you need and that buys you more creative freedom in another part of your life."

• "Write a five-year plan. There's incredible magic in writing down what you want to do."

•  "Think of your life in decades. Your 3rd act, which is the culmination of all your life decisions that came before, will become richer for it."

• "It's okay to understand this part of life (unretirement) is about editing and taking things away, so you're focused on the core of things that mean the most to you."

• More about Steve Hoffman

• Steve's Book A Season for That

• Sponsored by How to Retire and Not Die

• Sponsored by Capital Advantage

• I Used to be Somebody World Tour

Diana Landau is the Content Wrangler for Pickleball Media After 15 years in corporate marketing, in 2012 she pivoted to write and wrangle content for Niche Media's weekly blog. She now manages the "I Used to be Somebody" blog 

Tags:    blog   unretirement   food   wine   creativity   five year plan   memoir  

This Month I Used to be Somebody has gone to the CATS!  Meet Suna Kneisley, who consistently combines her passions with success throughout her life. A former Marketing Exec in high tech for Intuit and Oracle, she began investing in real estate and helping her colleagues do the same. That has led to a 20+-year successful career in investing, as Founder of Freedom Investments. Along the way, Suna also fell in love with cats. After volunteering for a local non-profit cat adoption organization, Suna eventually became Executive Director in her spare time.  In 2019 Suna bought Pat's Boarding Place for Cats, which she has improved on and expanded and they now have kitty condos for up to 78 cats. (Are we seeing a pattern here?)

 
Suna grew up in the Midwest, first in Indiana and then in Illinois to a U.S. military father and Korean mother. As a kid she was very social, up for any sport. She knew her father hated his career as a CPA. Her mother, who possessed keen business intuition, turned her focus to a very busy local Mr. Donut Shop. She kept after the owner until he sold it to her family. Working at the donut shop growing up, doing all kinds of shifts, instilled a sense of entrepreneurship in Suna.

She attended Northwestern and UC Berkeley and after considering a career in medicine, she was hired by Intuit and never looked back. After personally investing in real estate, she began pooling resources with her fellow employees and began managing various investments. "I don't like doing things alone. I love to share what's exciting and what opportunities there are with friends and family."

 
She started volunteering for Cats About Town Society (CATS) in 2008 and realized they had organizational problems. Suna took them on with mounting debt and turned CATS around. They now care for and adopt out 400-600 cats per year. When Pat's Boarding Place became available in 2019, Suna pounced on the opportunity. In addition to running her real estate investing firm, volunteering and managing the kitty hotel, Suna loves to travel, just about every month. She also loves to play pickleball. "The path is interesting. It kinda unfolds!"

  
Suna's (unretirement) tips: 
  • "Find what it is that gives you joy. Use your skillset. Or do something completely different!" 
  • "Keep moving! Movement for your body. Pickleball is the great equalizer--most everyone can play." 
  • "It can also be really helpful to just sit and be still for your mind. Meditate. It will help you find what you want to do." 
  • "Be open. Be clear about how you want to feel--the kind of person you want to be at your best. What does that look like? What does that smell like? What does that taste like? Be clear about that and then be open to the opportunity, whatever it is. Then follow, say YES to things."

 
• More about Suna Kneisley 
• Pat's Boarding Place for Cats 
• Sponsored by Capital Advantage 
• Sponsored by How to Retire and Not Die 
• I Used to be Somebody World Tours

 
Diana Landau is the Content Wrangler for Pickleball Media After 15 years in corporate marketing, in 2012 she pivoted to write and wrangle content for Niche Media's weekly blog. She now manages the "I Used to be Somebody" blog 
 

Tags:    blog   Suna Kneisley   interview   unretirement   Cat Welfare   Entrepreneurial Journey   Nonprofit Leadership   Life Transitions  

Carl interviews "Stacking Benjamins" host Joe Saul-Sehy. Joe is a former financial advisor and has represented American Express and Ameriprise in media. He was "Money Man" on WXYZ-TV in Detroit and has appeared in countless newspapers and magazines, including the Los Angeles Times, Chicago Sun-Times, Detroit News and more. Joe left his financial advising career at age 40 and never looked back. His award-winning podcast is one of the most listened to in the personal finance sphere. Plus, he's really funny! (Full disclosure: Carl is a total fanboy of the show.)

Joe grew up in Michigan in a hard-working middle-class family. He tells us that whenever his parents would discuss money, as kids they had to leave the room, which was like a lot of families back then. "So I end up going to college with zero understanding of how money worked, how credit cards worked." His financial lesson came when he went to a military college in South Carolina and with no money, no income and no job, he somehow secured a credit card. He bought things, not thinking about how he was going to pay for them. "I burned my credit right out of college."

Joe worked at a call center for a water treatment plant and decided he needed to make a change. He eventually became a financial advisor.  He loved helping people, while not taking his own advice. "The lie that I lived, that people still live today, is that if I just make more money, I don't need to budget. All my problems are solved if I just make a little more." Over time he realized that he should start taking the advice he was giving other people and did well in his 16-year career.

AHA moment: At age 40, a fellow employee was leaving the firm, saying he felt like he had  "...other mountains to climb." Those words had a huge impact on several people at the office, including Joe. "Why spend your life doing something that's a 6 or 7 outta 10 for you?" he says.

Joe sold his business and pursued one of his dreams--to be a high school teacher and track coach. He figured out quickly that dealing with administration wasn't going to work for him. He said that sometimes, "you just have to go down the path to see what opens you up, what lights you up." Joe pivoted to consulting for financial planners, ghost-writing for them in various media, becoming the Money Man on TV and working as a radio host.

"My favorite radio guest Josh Bannerman (AKA OG) and I decided to start a podcast different from the others, about making personal finance more approachable, interesting and fun. We had no idea how to do it!" Thirteen years later, the Stacking Benjamins podcast is a huge success, one of the top listened-to podcasts in the financial realm. He currently lives with his wife in Texarkana, and when not working on the podcast, one of Joe's other passions is board games.

What's with Joe's Mom's basement? You'll need to listen...

Joe Saul-Sehy's Unretirement advice:

• "Stop spending time online. Go to conferences on whatever interests you. Go and meet people!"

• "If you join and volunteer with local clubs, you actually find your real-life community."

• "It's a truth: You are a product of who you surround yourself with."

• "It ain't about retirement. It's about the journey we're on." 

• More about Joe Saul-Sehy

• Joe's book STACKED

• Sponsored by How to Retire and Not Die

• Sponsored by Capital Advantage

• I Used to be Somebody World Tours

Diana Landau is the Content Wrangler for Pickleball Media After 15 years in corporate marketing, in 2012 she pivoted to write and wrangle content for Niche Media's weekly blog. She now manages the "I Used to be Somebody" blog

Tags:    blog   Joe Saul-Sehy   Money management   Personal finance   Personal growth   Career change  

We're celebrating the end of summer with a special bonus episode, Meet the (Un)Retirement Experts. It's a little different from the typical I Used to be Somebody episode. Instead of just one guest who's had a really interesting second act, we're talking to 3 great minds in the (un)retirement world. A little twist is that they are from 3 different age perspectives too. Paul is in his 60's, Gary is in his 70's and Ron is in his 80's!

Paul Long

As founder-creator of New Way Forward, Paul helps retired people pursue a new life of relevance, impact and income that is aligned with what they truly want. Paul grew up in Dallas, Texas and says he literally grew up in the radio business, going with his dad to work. He had careers as a TV reporter and TV weathercaster. 

After 20 years, Paul pivoted to the production side of the business and founded Paul Long Productions, developing Emmy-award-winning content, executing video, live, events, campaigns and more. In his 50's, Paul noticed more and more people were looking to pivot their lives from the default one to a life that was right for them. Now, as an experienced storyteller and journalist, New Way Forward has given Paul his own fulfillment as he helps people transition and realize their best life.

Paul's Tips on Unretirement:

•   "Take some time, self-evaluate, look for relevance and purpose."

•   "When you change the way you look at things, the things you look at change."

•   "Ask yourself: What do I want holistically in my life, not just professionally or about earning income?"

Gary Sirak

Gary is an author, speaker and financial advisor from Canton, Ohio. Growing up his parents struggled financially for years until his dad turned his American dream into a reality, becoming very successful in the insurance business. "I got to see both sides, having a little and a lot," Gary tells us. After graduating from Miami University in Ohio, Gary worked so hard that he realized he was at the peak of his career and he wasn't happy. A friend told him to look back to where he came from. Gary says he had been pushing so hard he never took the time to celebrate his successes. "That really opened up a light I hadn't seen."

He lost some friends almost right after retirement and Gary felt there must be a better way. He wrote the successful book, How to Retire and Not Die, to help others have a better life in retirement. When not consulting, writing or speaking, Gary also enjoys mentoring and writing songs--he's written 35 so far. Gary says, "If I can impact people in a positive way, how important is that!"

Gary's Tips on Unretirement:

•  "Look for someone you know who is successfully retired, and take them to lunch, or coffee. I call them 'retirement mentors.' You can learn from them."

•  "Have a purpose, a passion, a plan" Stay active, be involved in community service and have financial peace of mind."

Dr. Ron Kaiser, Ph.D.

"Dr. Ron" is 87 and lives in Philadelphia, PA where he is now the Chief Immersion Officer at Better Age. He is a psychologist, coach, author, podcaster, keynote and TEDx speaker. He is author and host of the podcast of REJUVENAGING: The Art and Science of Growing Older with Enthusiasm.

Ron grew up in Minneapolis in a middle-class, close-knit community. He had a successful, decades-long career in psychology, (he's still doing it in addition to everything else), but in his 60's he noticed that some of his peers seemed to thrive after retirement while others thought retirement meant decline. "We've now got the science that people are retiring and living 30 years or more. I felt an obligation to spread the word." He tells us that after he wrote his book, he assumed everything would fall into place, which it did not. "I needed to learn social media, use my voice for good, be more assertive and teach," he says.

Dr. Ron's Unretirement Tips:

• "You have to discipline yourself. When you're retired, you don't have to go somewhere at a certain time, eat at a certain time, etc. But if you want to be productive, the stuff that got you there is the same thing that's going to get you further in life."

• "Age is a number, not an excuse!"

• "If you're looking for purpose, you have to find it within yourself. It's important to set goals through every stage of life."

There's a common thread with these wise guys. They all have a driving force to help people live their best life. How cool is that? 

• More about Paul Long

• More about Gary Sirak

• More about Dr. Ron Kaiser

• I Used to be Somebody World Tours - Tuscany, Portugal, Pickleball Adventure

Diana Landau is the Content Wrangler for Pickleball Media. After 15 years in corporate marketing, in 2012 she pivoted to write and wrangle content for Niche Media's weekly blog. She now manages the "I Used to be Somebody" blog.

Tags:    blog   (Un)Retirement   Ask The Experts   Paul Long interview   Gary Sirak interview   Dr. Ron Kaiser interview   storyteller   author   speaker   financial advisor   coach   psychologist   keynote speaker