The Whole Wealth Journey

We would love to hear what you have to say about this episode. Please send us a text. The dance between health, wealth, and personal connections often leads us through unexpected rhythms. As your hosts, Matthew Grishman and Jim Gebhardt settle back into the studio, you'll learn where they've been and how they've emerged to return. The conversation is extremely personal as Matthew re...

We would love to hear what you have to say about this episode. Please send us a text. Your hosts Jim and Matthew share a little holiday gratitude this episode before taking you back to where it all began with Matthew's story that got the whole ball rolling for Financial Sobriety. Always a great reminder to take a little time for reflection at the end of the year to give yourself the opportuni...

We would love to hear what you have to say about this episode. Please send us a text. Spending a little crazed around the holidays? Worried about self-control and how to reign in the wallet? This encore episode was long enough ago you may have forgotten the 10-10-10 rule of self-discipline on the spend. Matthew describes how he's found a method to minimize compulsive purchases that should wor...

We would love to hear what you have to say about this episode. Please send us a text. It's the beginning of the holiday season, the season of giving and what better way to demonstrate financial sobriety than to share a story of need and success as it relates to some of our most misunderstood families and children... those in the Foster Care System. Today, Jim and Matthew speak with Heidi Whit...

We would love to hear what you have to say about this episode. Please send us a text. As the year draws to a close, it's time to get very intentional about your spending. Hear your hosts Jim and Matthew break down the value of the Clarity Compass and how it can help you sift through the fluff to identify what truly matters to you and your family. They'll share their own experiences of th...

We would love to hear what you have to say about this episode. Please send us a text. Did you know that as a married couple who've both worked, you could be sitting on a lifetime benefit of over $2 million from Social Security? It's not common knowledge, but this retirement asset can even generate a guaranteed 8% return from the Social Security Administration which your hosts, Jim and Be...

We would love to hear what you have to say about this episode. Please send us a text. Your host Jim Gebhardt is joined by none other than his wife and Medicare expert for the firm where you'll get some guidance and direction to answer the top three questions people ask about Medicare: how does it work, how much does it cost, and what are the choices. Finding your footing in the complex world...

We would love to hear what you have to say about this episode. Please send us a text. As you're aware, this is part II of the episode, "Regaining Your Financial Confidence" and it is the detail to the theory. Your hosts, Matthew and Jim get very specific and detailed about what you can do to not only salvage a weak retirement strategy to date, but actually build it to thrive with ju...

We would love to hear what you have to say about this episode. Please send us a text. Your hosts, Jim Gebhardt and Matthew Grishman take you back a bit to help you move forward. We've all marveled at the intricate dance of financial decisions and human emotions. How this twisted tango impacts our self-worth, relationships, and ultimately, our sense of freedom is addressed in some of the refre...

We would love to hear what you have to say about this episode. Please send us a text. Have you ever caught yourself wondering why society keeps urging you to upgrade your lifestyle, even when it's draining your bank account? It's a dilemma your hosts, Matthew Grishman and Jim Gebhardt, felt compelled to discuss as it can start as simply as getting the kids ready for back to school. It’s...

We would love to hear what you have to say about this episode. Please send us a text. Hard to believe another summer is behind us and the fourth quarter of the year is just around the corner. Your hosts, Jim Gebhardt and Matthew Grishman, reflect on the second summer presenting the "Teach Your Children" series and the significance of preparing your children for their relationship with mo...

We would love to hear what you have to say about this episode. Please send us a text. As our "Teach Your Children" series winds down for the summer, one of the critical "Pay thyself first" comprehensions has to be not only the "why" but the "how". In this episode, Matthew and Jim share both their own personal stories with their children as well as the direct...

We would love to hear what you have to say about this episode. Please send us a text. So you're following along with your hosts Matthew Grishman and Jim Gebhardt and your children are making progress, all excited about that first job and that first paycheck, right? But what happens next is the crux of this episode. The money isn't right! Who took my money? How do you explain to your chil...

We would love to hear what you have to say about this episode. Please send us a text. We're getting toward the end of summer and your hosts Matthew Grishman and Jim Gebhardt have been holding class on teaching your children about many of the attributes of building wealth and money as they relate to somebody just getting started in their earning career. Now comes the moment of truth when an in...

We would love to hear what you have to say about this episode. Please send us a text. If you're thinking it seems like you just heard an episode last week, you're correct. This whole teach your children concept provides so much value, the intent is to get as much of it completed while the kids are out of school and still at home. In this episode, your hosts, Matthew Grishman and Jim Gebh...

We would love to hear what you have to say about this episode. Please send us a text. When the original episode was recorded, the "Child Tax Credits" were being distributed without the apparently requisite instruction manual on how to make the most of the money being received. That conversation made for an evergreen discussion on financial literacy for children and teens and even college...

We would love to hear what you have to say about this episode. Please send us a text. Summertime has become the opportunity to brush up, refresh, reset and, well, relaunch the most popular "series" of episodes of Financial Sobriety, The "Teach Your Children" series on helping parents help their children learn about money and how it's so much more than just a buck to burn....

We would love to hear what you have to say about this episode. Please send us a text. Yes, you may have heard this very first and extremely popular summer edition of the Teach Your Children series before. As a matter of fact, these are some of the most popular episodes in the library. And for good reason. Isn't parenting one of the greatest responsibilities we could take on? And helping paren...

We would love to hear what you have to say about this episode. Please send us a text. It's that time of year when summer means vacations and holidays and time away from... learning? Maybe not. While the kids may be out of school, what a great opportunity to share and teach the value of learning. And not just any learning but the education of learning about the value of the three C's. The...

We would love to hear what you have to say about this episode. Please send us a text. Part two of a riveting discussion with David Woods Bartley takes us to the conversation of his darkness with depression and what led to his standing on the ledge of the Foresthill bridge about to release his grip on the cool steel post that was all that separated him from life and death. It's the story of hu...

We would love to hear what you have to say about this episode. Please send us a text. May is Mental Health Awareness month and with so many things to be concerned about from the economy, global crisis with the environment and war, to Covid and our very own personal situations with whatever else it is we're all dealing with, it seemed a fitting time to address how good mental health is actuall...

We would love to hear what you have to say about this episode. Please send us a text. Well, it's been a while since a new episode has dropped and there's good reason for that as well. In today's discussion, you'll get a little clarity on what Jim Gebhardt and Matthew Grishman have been up to as well as when you can expect your favorite program on personal financial well-being t...

We would love to hear what you have to say about this episode. Please send us a text. It's no secret that losing money causes trauma. The Silicon Valley Bank failure surely did some damage to many investors portfolios and likely left a significant mark on the psyche, ego and confidence of many. So what was it that happened? What is a run on the bank? How could something like this have happene...

We would love to hear what you have to say about this episode. Please send us a text. In the last episode the stage was set for dealing with the effects of the Covid Hangover. In this episode, Dr. Joyce Mikal-Flynn walks us through the power of her program, Metahab, to learn how to heal from the effects of Covid. This is a practical discussion that addresses how we ourselves can learn to heal from...

We would love to hear what you have to say about this episode. Please send us a text. Let's face it. Even though the market had a good year in 2022, 2023 has been no picnic. Part of the issue, at least in the opinion of your hosts, Matthew Grishman and Jim Gebhardt, we're now experiencing the Covid hangover. Experiencing trauma is one thing, working through it is another and few would ar...