Why Size Matters

Today we discuss with the author of The Missing Billionaires the importance of the sizing of our asset allocation. Size matters more than we give it credit for when it comes to what we invest in. In fact, you can make some lousy bets as long as you size them right. Listen in as we discuss why.

The White Coat Investor Conference (Physician Wellness and Financial Literacy)

If you are a physician, dentist, healthcare worker, or other high net worth individual, I invite you to join me at the White Coat Investor Conference in San Antonio Feb, 26-March 1. I will be a keynote and breakout speaker.

Click the link above and use discount code Jordan200 to get $200 off in-person registration.

Path to Purpose Coaching

Over the last year, writing my new book The Purpose Code, I have spent a huge amount of time thinking about, writing about, and discussing purpose. I have offered one-on-one and group coaching to my mastermind group, Wealth With Purpose. These discussions stem from my real life encounters with dying hospice patients as well as the numerous interactions I have had with people after reading Taking Stock.

What I've found is that most of us who listen to the Earn & Invest Podcast struggle with three basic issues:

  1. How do I define purpose in my life?

  2. How do I transition to a more fulfilling career?

  3. What is enough money look like? Enough life?

To help navigate these waters, I have decided to offer the Path to Purpose coaching program. This is one-on-one coaching with me to help you further define purpose, direction, and career. Sessions will be spread over five weeks with a goal to provide a more concrete and enjoyable path to crack the purpose code and start living your life now whether you are broke, pre financial independence, financially independent, or beyond.

https://www.earnandinvest.com/coaching

Wealth with Purpose Mastermind

Join like minded individuals to create accountability, enjoy camraderie, and help eachother get to the next level when it comes to purpose, career, and enough (money and otherwise). We offer monthly meetings, weekly happy hours over Zoom, Whatsapp, and a Facebook Group.

The Purpose Code Substack

I write about purpose and how it relates to happiness. I tackle the purpose paradox and respond to Facebook group comments on various subjects including what was discussed on the podcast.

This Episode is Sponsored by:

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Climatize: Climatize offers potential investors a platform where they can choose to invest in solar energy, battery storage, and other renewable energy projects across the United States. Interested in learning more? Go to climatize.earth/earn and use our referral code EARN25 to get $25 in free credit once you complete your onboarding process.

Here are a few simple ways to support the podcast that would mean the world to us. And guess what?  They don’t cost a cent.

  1. Please subscribe to the podcast on Apple, or Spotify.

  2. Leave a review on Apple, or Spotify.  Tell us what you think!

  3. Join The Earn & Invest Podcast Facebook Group

  4. Subscribe to our YouTube Channel

  5. Check out the Earn & Invest Blog

  6. Buy my book Taking Stock HERE.

  7. Please contact docg@diversefi.com if you would like to advertise on our podcast

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Is $4 Million Enough?