The Whole Wealth Journey

We would love to hear what you have to say about this episode. Please send us a text. In this Part 2 on the discussion of Metahab and the process of Post Traumatic Growth Dr. Joyce Mikal-Flynn identifies the 6 steps in the process to growth from trauma but after a slight deviation with Matthew and Jim on the initial willingness and acceptance of the individual that has experienced that trauma. It...

We would love to hear what you have to say about this episode. Please send us a text. The title is ominous... and true, but there's a wonderful continuation story and that's what you'll hear as your hosts Matthew and Jim walk you thru the activity that led to Dr. JMF's death experience and over 20 minutes of CPR before being resuscitated. Resilience, connection and purpose are...

We would love to hear what you have to say about this episode. Please send us a text. In this second part of the Longevity Risk assessment, Matthew and Jim move from the emotional evacuation necessary to making the requisite moves in an aging situation to the financial considerations. Not only do things become more complicated on this side of the equation but this is where living longer can presen...

We would love to hear what you have to say about this episode. Please send us a text. Longevity risk. This could be one of the most devastating challenges to long life. If statistics bear out, the "baby boom" generation is going to represent the longest living demographic ever in the history of the country and that means a greater percentage of the population over the age of 85. And that...

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 Forresthill 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 h...

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. Matthew and Jim take a little different journey in this episode as they do get a bit technical, tutorial even. The discussion wraps around your understanding and tolerance of risk and the exposure you may unknowingly have hidden in various funds. You'll get a discussion and better understanding of how bonds...

We would love to hear what you have to say about this episode. Please send us a text. How do you identify risk to your retirement expectations? In this episode, Matthew and Jim introduce the ten financial risks you have no control over. But what can you do about them? Ah... that's going to be the discussion that starts today and continues as the series on risk answers the myriad of questions...

We would love to hear what you have to say about this episode. Please send us a text. Matthew and Jim continue the conversation with their producer, Ace, (aka Jeff)in the aftermath of a serious health issue about the significance of preparation in the event of an unforeseen situation. Is your financial house in order? Is there somebody other than you who knows where everything of importance is? Do...

We would love to hear what you have to say about this episode. Please send us a text. Join Matthew and Jim as they have a very candid discussion with their producer Jeff, aka Ace, about a recent health incident that could have resulted in his passing. A rare congenital heart condition called a Myocardial Bridge wreaked havoc on his health. The story continues with complications to the next steps i...

We would love to hear what you have to say about this episode. Please send us a text. Could trust without judgement radically change the world? Join Jim and Matthew for the discussion on how trust and empathy create leadership, connection and community. If humanity is more alike than different, wouldn't that allow for more compromise and understanding? If you were able to better control your...

We would love to hear what you have to say about this episode. Please send us a text. How often have you known you made an emotional vs rational decision? What was the outcome? More often than not, emotional vs rational or logical decisions are not in your best interest. Jim and Matthew share both stories and a technique you can use to make better decisions and diffuse those irrational, emotional...

We would love to hear what you have to say about this episode. Please send us a text. Mediocrity. You know it when you see it, or hear it, or feel it. Usually it's not a good feeling as most of us prefer something, no, most of us expect something better. But after two long years of sequestering, fear for and of many things including our health, sometimes just getting by with a mediocre perfor...

We would love to hear what you have to say about this episode. Please send us a text. If the first part of this two part episode got your attention, Part 2 is really going to bring that messaging home. Patience is key in a dynamic market. The lesson that history repeats itself could not be more clear as Matthew and Jim walk you through the very though process you'll need to understand and acc...

We would love to hear what you have to say about this episode. Please send us a text. Bull Market, Bear Market, Correction, Crash... all have been bantered around in the vernacular of stock, investment and retirement talk. This is a necessary discussion and you'll likely be shocked by some of the truths that are told in today's first part of two on what may seem dramatic to your portfoli...

We would love to hear what you have to say about this episode. Please send us a text. This second part of the two part series with Julia Nicholson continues the discussion of dealing with grief and loss and looking at them from a different perspective. What you'll learn is the process for dealing with the "its" in life. Julia shares her five framed steps to change the way you deal w...

We would love to hear what you have to say about this episode. Please send us a text. While the title seems ominous the story is not. Matthew and Jim talk with TedX speaker and guest Julia Nicholson about her experiences with loss, personal tragedy and death in her life. This first part of a two part episode reveals the basis of Julia's experience and her story. From a tragic and disfiguring...

We would love to hear what you have to say about this episode. Please send us a text. Happy New Year! And with that come the usual "obligatory" resolutions, right? Wrong! Listen to the approach Jim and Matthew share as they discuss building a year with intentionality vs regret for failed resolutions. C'mon, we all know they don't work for most of us anyway. Learn the steps to t...

We would love to hear what you have to say about this episode. Please send us a text. As the year winds down but financial requirements for year-end increase, Jim and Matthew found the ability to satisfy the most pressing needs during the recent market activity a little too daunting to get the next episode properly recorded and produced, so for a great refresher on gratitude and the reason for the...

We would love to hear what you have to say about this episode. Please send us a text. As we head deeper into the holiday season, 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 White, Educator and Church Relati...

We would love to hear what you have to say about this episode. Please send us a text. The continuation of this most entertaining discussion continues with Betsaida LeBron not only sharing the definition of play vs humor, but giving us an example of something we can do around the dinner table for the Thanksgiving holiday. Everyone in studio gets in the game for a good laugh as they participate in a...

We would love to hear what you have to say about this episode. Please send us a text. Join Jim and Matthew as they discuss the process of bringing out the inner child in your life with Improv Comedian Betsaida LeBron. Learn how to get back to the play and fun you remember as a child by losing the mask and armor of years of protection having to be built. This first of a two part episode unveils the...

We would love to hear what you have to say about this episode. Please send us a text. In a slightly different twist, join Jim and Matthew today as they discuss the value proposition for the upcoming event starting November 15th. The Visa Hangover Challenge will shed light on the steps you can take to avoid the headache that occurs for so many in January when that holiday Visa bill shows up. You ca...

We would love to hear what you have to say about this episode. Please send us a text. It's almost the holidays and it's no secret that can create a nightmare for those not prepared for the spend. Today's episode is the first of a two part series on getting ready for the holidays and not sending yourself into a full on depression when the bills come in January. Matthew tells an anecd...

We would love to hear what you have to say about this episode. Please send us a text. This second part of preventing the VISA Hangover gets into the meat of the matter. Saying "NO" more. Your hosts, Matthew and Jim will not only reflect on the value of saying "NO" more but they'll give you specific examples of the benefit when you do so. It's not as simple as you may...