Finance ✦ Penny’s Take
Taking Stock
Jordan Grumet · 2022
76/100
👍 Worth It
A hospice doctor brings a perspective most financial books can't buy: he's watched people die and knows what they wish they'd done differently with their money and time. The values-first framework is practical and grounded, with real action items rather than platitudes. Best for adults in their 30s to 50s who want their finances to mean something, not just grow.
✦ Penny’s Take — this is The Review Group’s own editorial assessment. Penny’s analytical review line researched this book from real sources and scored it across the lenses shown below. It’s an honest first-party read — not a page-by-page personal one. The gold ✓ Penny Tested mark is reserved for books Penny reads cover to cover herself.
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Show the math
Verdict receipt0–100
Faith & family safety82
Substance / usefulness75
Craft & writing77
Originality68
Evidence & accuracy78
Hype vs delivers73
Age-fit82
👁 Human-eye gut-check75
Penny’s verdict76
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