Taking Stock has a few significant barriers stacked against it. First, people are squeamish about death. Second, people feel awkward talking about money. And third, there is a lot of misunderstanding about Financial Independence Retire Early (FIRE). If you are put off by any of these things, I implore you to lean into the discomfort and read this book.
The author, Doc G, as he is known from his podcast, Earn & Invest, has given a beautiful gift for those who choose to receive it. He has shared the wisdom accumulated from years of working with individuals at the end of life. Most of us would never have the privilege otherwise to learn from these insights and side-step some of the painful regrets others would wish to warn us of.
As expected, the author shares stories about death. But, only in as much to give important examples. He does not dwell on dramatic details, which could be overwhelming for some readers. The stories were written with compassion and heart. I found the narratives resonated emotionally and motivate me to take action.
Doc G does not go into excessive depth about money management. I consider a positive because it keeps the subject from becoming overwhelming and very accessible for those who are new to personal finance. He keeps things clear and concise, with good introductory terms to get the reader started on a path to financial literacy that can be expanded upon later. I have found keeping things simple can help to reduce aversion and avoidance of money matters.
If you are new to FI(RE), this is a great place to start. You will gain a fundamental understanding of FI and various pathways of pursuit. While many individuals are proving that achieving FI is possible on a lower income than previously thought, the traditional FI community tends to be moderate to high earners. I think it’s important to keep that in mind as low earners could be put-off by some of the ideas, such as outsourcing, which is a reasonable suggestion for many in the target audience.
For FI veterans, Doc G gives a different perspective, which reflects the evolving ideas that are now challenging the early FI formula of extreme sacrifice and frugality. Throughout the book are thought provoking exercises to empower the reader to identify their values and allow this to shape their choices. In my work as a psychologist, these prompts are quite similar to what I encourage my own patients to consider. It’s all about finding balance between security and meaning.
This book offers a wealth of practical advice. Spurred on by what I read, I have reviewed my old Five Wishes document for changes I would like to make. My spouse and I have started conversations with family members to learn how they want their legacies to unfold. There is still much I need to implement based on the guidance of the book.
As a hospice volunteer, I certainly felt ahead of the curve when it came to having my affairs in order. However, this book brought to my awareness certain gaps in my plan that I had not considered. For that, I am grateful Doc G challenged himself to write this book. Undoubtedly its positive impact will ripple beyond the individuals who read it and touch countless loved ones as well.
Remember, while a certain level of financial security is essential to wellbeing, the most important thing in life is not money or possessions. To revise that old bumper sticker, “He who dies with the most toys…still dies.”
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About the author
“No day but TODAY”
Jordan aka Doc G puts into perspective the aspect of “life over money”. For those seeking to achieve financial independence or to retire early; we get a lesson in what is more important in life.As a hospice doctor, he provides many compelling stories on how his dying patients viewed their life…and yes there is some money lessons as well. “Taking Stock” demonstrates that life is more than just the monetary goals we are chasing, or our professional identity The book teaches the reader that we should take advantage of the time we have on this earth; rather than singular goals of retirement or the next work promotion.This book is a must have for those seeking to not just learn about money; but to lean into enjoying life fully.
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Top reviews from other countries
- Andrew N JonesReviewed in Canada on October 12, 2023
a must read. period. full stop.
- Eric GReviewed in Canada on August 18, 2022
Outstanding mix of life and financial insights
- TorgutReviewed in the United Kingdom on October 4, 2023
Not about money but about life
