The Whole Wealth Journey

We would love to hear what you have to say about this episode. Please send us a text. Reflecting back to a certain Christmas Eve five years ago, a journey began that reshaped the approach to finances by aligning them with life's true purpose. That pivotal moment, intertwined with unexpected connections and encounters, taught us the value of authenticity and vulnerability, transparency and tru...

We would love to hear what you have to say about this episode. Please send us a text. In this episode the guys, Jim and Matthew, put a bow on their financial planning framework and talk about what really happens once the plan is “done” and you’re launched into Life 3.0 — the season where you finally get to live your why . They explore what most people actually do the moment they exit a business or...

We would love to hear what you have to say about this episode. Please send us a text. This episode continues the financial planning of the entrepreneur as Jim and Matthew pick up in Stage 3 of their four-part process: Shaping Your Story . WIth Jim fresh off an Alice Cooper/Judas Priest concert and Matthew a Vermont fall-foliage wedding, the guys explore how clarity meets action when entrepreneurs...

We would love to hear what you have to say about this episode. Please send us a text. This episode, your hosts, Jim Gebhardt and Matthew Grishman explore the intertwining of financial planning with personal growth, emphasizing the impactful role gratitude plays in their process. They'll discuss the efficiency of the clarity compass, their approach to client financial and personal planning, an...

We would love to hear what you have to say about this episode. Please send us a text. Hear what happens when host, Jim Gebhardt invites his daughter to comment on her perception of the content of the show, some of her lived experiences as a family member during some very challenging financial times, what her outlook is as the daughter of a holistic financial specialist, and what it would look like...

We would love to hear what you have to say about this episode. Please send us a text. This episode, hosts Jim Gebhardt and Matthew Grishman dive into the concept of work-life balance and reflect on their own journeys towards financial confidence. They discuss the importance of gratitude, building meaningful relationships, and finding clarity in financial decisions. The guys elaborate on their expe...

We would love to hear what you have to say about this episode. Please send us a text. What if the relentless pursuit of wealth is actually keeping you from enjoying it? Join, us, Matthew Grishman and and Jim Gebhardt as we navigate the delicate art of balancing financial success with life’s simple pleasures. We'll explore the transformative concept of "investing in fun" and how it c...

We would love to hear what you have to say about this episode. Please send us a text. This episode, your hosts, Jim Gebhardt and Matthew Grishman really get their arms around the entrepreneur's journey as they wrap up the series for entrepreneur's personal planning. This is perfect for that time when the business gets sold or there's an exit and the next steps become mandatory as to...

We would love to hear what you have to say about this episode. Please send us a text. This episode, the guys dive deep into the concept of 'Life 3.0,' an era post-business exit where entrepreneurs can create meaningful, fulfilling lives into what some may call retirement. They discuss the importance of personal planning alongside business and financial planning, offering a comprehensive...

We would love to hear what you have to say about this episode. Please send us a text. Emphasizing a departure from the traditional concept of retirement, Jim Gebhardt and Matthew Grishman dive into the paradox of entrepreneurs' disdain for conventional retirement and the need for holistic personal planning. They highlight the importance of clarity, confidence, and capability in preparing for...

We would love to hear what you have to say about this episode. Please send us a text. Can adveristy be a catalyst to growth? Ever wondered how personal planning can reshape your world? This episode, Matthew Grishman and Jim Gebhardt take you on a journey through personal health challenges that sparked a profound shift in mindset. We explore how seeing challenges as opportunities rather than obstac...

We would love to hear what you have to say about this episode. Please send us a text. In this first of a four part series, we'll examine why it is that 75% of the business owners regret their business sale after the first year, a statistic that challenges conventional success measures. What if the key to a fulfilling post-business life isn't as much in your financial metrics, but in your...

We would love to hear what you have to say about this episode. Please send us a text. Transitioning from work to the later stages of life doesn't have to be daunting. Discover how focusing on "who" can be far more effective than getting lost in the "how." Your hosts, Jim Gebhardt and Matthew Grishman discuss how embracing your unique abilities and outsourcing tasks can tra...

We would love to hear what you have to say about this episode. Please send us a text. This is an encore episode of the introduction to the Whole Wealth Journey process that released previously in August, 2024. It's a good refresher or introduction to your hosts, Matthew Grishman and Jim Gebhardt. Enjoy... Gratitude is a big part of the Whole Wealth Journey and it’s the staple Jim and Matthew...

We would love to hear what you have to say about this episode. Please send us a text. Transitioning from business ownership brings its own set of challenges, particularly when one's identity is closely tied to their professional life. Join us, Jim Gebhardt and Matthew Grishman as we dive into the complexities of the "wealth gap," where post-sale lifestyle expectations often clash wi...

We would love to hear what you have to say about this episode. Please send us a text. Harnessing the strength of intentionality and the power of clarity, learn how to cultivate a warrior mentality in our fast-paced world. Your hosts, Jim Gebhardt and Matthew Grishman explore the space between stimulus and reaction to develop mental toughness and intentional living. Reflecting on the solitude of th...

We would love to hear what you have to say about this episode. Please send us a text. What if embracing gratitude could transform how you experience life's fleeting moments? Everything is temporary and the need to slow down to reflect on expectations for the future is a requirement. That has to start, however, with recognition that one must be aware in the first place. Discover how fostering...

We would love to hear what you have to say about this episode. Please send us a text. Experience the profound journey of personal growth and gratitude in our latest episode, where we celebrate  Matthew's milestone of 3,000 days of sobriety. We'll explore how these accomplishments are not isolated victories but part of a greater tapestry of resilience and transformation.  Shift your entre...

We would love to hear what you have to say about this episode. Please send us a text. How do you unlock the secrets to a healthier, more fulfilling life ? By harnessing the power of relationships. Can knowing the right people really expedite your path to recovery and growth? Explore the profound influence of connections as we share personal stories of overcoming shoulder injuries and heart conditi...

We would love to hear what you have to say about this episode. Please send us a text. What if you could unlock the secrets to raising resilient children and transforming business leadership simultaneously? Discover how shifting focus from participation trophies to genuine resilience can shape future leaders, both at home and in the marketplace. Through personal stories and relatable anecdotes, we&...

We would love to hear what you have to say about this episode. Please send us a text. After a health scares prompted us to reevaluate our priorities, we realized that gratitude, presence, and confidence play crucial roles in nurturing both personal growth and business success. Embracing emotions like fear and sadness without resistance can enhance resilience, allowing us to focus on being grounded...

We would love to hear what you have to say about this episode. Please send us a text. What happens when unexpected challenges throw your family into disarray? Imagine having to make tough parenting decisions while nurturing the resilience and gratitude needed to thrive. Hosts, Matthew Grishman and Jim Gebhardt take you through personal journeys of balancing life's chaos while sharing personal...

We would love to hear what you have to say about this episode. Please send us a text. Feeling overwhelmed by the general hustle of, well, life? Picture a reality where slowing down is the key to unlocking success and personal growth. In this episode Matthew and Jim explore this concept with a blend of descriptive themes and personal anecdotes. The program begins with reflection on a conversation w...

We would love to hear what you have to say about this episode. Please send us a text. As we navigated the roller coaster of 2024, we found ourselves reflecting on the resilience and gratitude that have become cornerstones of our journey. From the heartache of loss to the overwhelming stress of global uncertainty, each moment taught us invaluable lessons about growth and confidence. Channeling the...

We would love to hear what you have to say about this episode. Please send us a text. Reflecting back to a certain Christmas Eve five years ago, we embarked on a journey that reshaped our approach to finances by aligning them with life's true purpose. That pivotal moment, intertwined with unexpected connections and encounters, taught us the value of authenticity and vulnerability. With storie...