Jordan Grumet and Christine Benz discuss what we can learn from the dying, finding purpose in our own lives, balancing finances with purpose, the transition from “FIRE” to simply “FI” and more.

Chapters:
0:00 Introduction of Jordan Grumet
2:26 Loss of a parent, becoming a physician
5:14 Financial independence
9:29 Stepping away from career-identity
11:41 Happiness “set point”
14:34 Money as the low-hanging fruit
17:16 Common regrets of the dying
21:07 The Purpose Paradox
24:25 The Life Review
30:16 Jordan’s path toward his own purpose
33:28 Specific regrets from hospice patients
36:45 Balancing finances and purpose
40:19 Giving during life and building connections
42:02 FIRE transitioning to just FI

Recorded on October 15, 2023.

The complete Bogleheads 2023 Conference Proceedings can be found at

Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.

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The Bogleheads® Conference 2023 is set to kick off in October, and one of the most anticipated sessions is a keynote address from Dr. Jordan Grumet on the topic of “Living without Regrets”. This renowned physician and author has gained a reputation for his insightful and thought-provoking talks on personal finance and life planning, making him a perfect fit for this year’s conference.

As a member of the Bogleheads® community, Dr. Grumet is well-versed in the principles of financial independence and investing wisely. However, his expertise extends beyond mere numbers and statistics, as he believes in aligning one’s financial goals with a fulfilling and purposeful life. In his keynote address, he will delve into the idea of living without regrets, urging attendees to consider their aspirations and values as they make decisions about money and life.

Living without regrets involves making intentional choices, being mindful of what truly matters, and seizing opportunities for personal growth and fulfillment. Dr. Grumet will encourage conference attendees to think about their own values and priorities, and how they can align their financial decisions with their long-term goals for happiness and contentment. By focusing on these core principles, individuals can make informed choices that will lead to a life free of regrets and filled with meaning and purpose.

Dr. Grumet’s message is particularly timely in the wake of the global pandemic, which has caused many people to reevaluate their priorities and seek greater fulfillment in their lives. As the world continues to grapple with uncertainty, his insights on pursuing a life without regrets are sure to resonate with a wide range of conference attendees.

By participating in the Bogleheads® Conference 2023 and attending Dr. Grumet’s keynote address, individuals will gain valuable perspective on how to integrate personal finance with a sense of fulfillment and purpose. Whether they are just beginning their journey toward financial independence or are seasoned investors, they will walk away with fresh inspiration and a renewed commitment to living without regrets.

Overall, the Bogleheads® Conference 2023 promises to be an engaging and enlightening event for anyone who is seeking greater financial literacy and a deeper understanding of how to create a life filled with purpose and meaning. Attendees can look forward to gaining valuable insights from Dr. Grumet and other esteemed speakers, as they come together to learn, connect, and grow as part of the vibrant Bogleheads® community.