The Whole Wealth Journey

We would love to hear what you have to say about this episode. Please send us a text. Dr. Rishi Menon returns to close out his conversations with Matthew and Jim with a medical discussion about the perceptions of science and its' influence on the human psyche. Especially as it relates to Covid 19 and the vaccination to prevent the disease...or at least minimize its' effects. While there...

We would love to hear what you have to say about this episode. Please send us a text. This second part of Market Meltdown Memories gets deeper into the elements of what caused the failures of major companies in the 2008 collapse, like Merrill Lynch and Lehman Brothers. The bailouts, especially for insurance company AIG and the resulting book entitled "Too big to fail" are part of the dis...

We would love to hear what you have to say about this episode. Please send us a text. All too often, we tend to attempt to forget the past but it's no secret that history repeats itself. That's the subject of today's discussion as conversations around the office, or around the virtual world of zoom are beginning to creep up with questions of the economy's health and the stock m...

We would love to hear what you have to say about this episode. Please send us a text. Continuing the discussion with Dr. Rishi Menon, Matthew and Jim dig a little deeper into the impact of "imposter syndrome" as it affects and impacts loved ones beyond self. Dr. Menon goes on to discuss treating the mental health aspect of what may have caused an condition and treating the whole person v...

We would love to hear what you have to say about this episode. Please send us a text. Today's episode reveals a look into the reality that even the most respected of professions has its' shortcomings and challenges when it comes to the personal side of those in that practice. Hosts jim Gebhardt and Matthew Grishman speak with a very special guest and personal friend of Matthew's on...

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. What if you could count on your state school system to educate, not only your child, but every child on financial literacy? What would that look like 20 years from now as those children grew into leadership, adulthood, government? Pretty amazing I would think. You'll hear about Rhode Island's new bill S...

We would love to hear what you have to say about this episode. Please send us a text. Continuing the theme of teaching your children, this episode digs into respecting the value of money from an early age with some tutorial elements to help you with your children in the process of learning about the value of a dollar. The concepts may be simple in theory but the actual practice is invaluable. For...

We would love to hear what you have to say about this episode. Please send us a text. Teach your children. Seems like it should be so simple but unfortunately, as you'll hear and maybe even more likely, have already learned, the absolute manual on successful childrearing doesn't seem to have yet been written and demonstrated. Kids financial literacy is important, and your hosts, Matthew...

We would love to hear what you have to say about this episode. Please send us a text. The grand re-opening has happened, things are appearing to be back to normal. But are they? Likely not and that's why today's episode is so important. Yeah, we know it's a little long, but we didn't want to split it into two parts and make you wait another week when the topic is so significant...

We would love to hear what you have to say about this episode. Please send us a text. Following up on last episode's discussion of overwhelm and how it can impact so many of your decisions, including serious financial ones, Matthew and Jim revisit the tried and true, proven solutions to minimize that overwhelm. Ease off the pressure, the sense of urgency or FOMO (fear of missing out). Lose th...

We would love to hear what you have to say about this episode. Please send us a text. The pandemic is beginning to release it's grip on our lives. On our lifestyles. But are we ready to fully re-engage in that which we had longed for? Are we ready for what normal was? Or will things never be like that "normal" was ever again? In this episode, Matthew and Jim relate to the overwhelm...

We would love to hear what you have to say about this episode. Please send us a text. This second part of a two part program on revisiting the Clarity Compass with our very own Beth and Jim Gebhardt portends some very candid and revealing discussion about both the personal side of the process for them both, but also the professional side of things as well. As the continuation of Beth's first...

We would love to hear what you have to say about this episode. Please send us a text. The re-opening of the country signifies a milestone in the battle against COVID but what about the battle of your finances? In this episode, Matthew interviews Jim and Beth Gebhardt as "guest" of the program and what it was like for them to follow the steps in Episode 5 "Top of the Mountain" w...

We would love to hear what you have to say about this episode. Please send us a text. This second part of the discussion with Melissa Bernstein reveals her deepest and darkest moment in life. Identified as Existential Depression, she shares the steps she's taken, the stories she's learned, the actions she does that help her deal with her diagnosis. She also takes you down the path of sel...

We would love to hear what you have to say about this episode. Please send us a text. As the month of March continues the theme of "relationship with self", Matthew and Jim have an incredible discussion with Melissa Bernstein of Melissa and Doug Toys. Hear how even when you have everything, including passion, purpose and love, life still may not be the completion of fulfillment. This is...

We would love to hear what you have to say about this episode. Please send us a text. The topic of today's show is the first for the month wrapped around the relationship with self. If you're not healthy physically, how can you ever be healthy with your relationship with money? Matthew and Jim have an incredible conversation with a master nutritionist, meal planner and author of Eat Nake...

We would love to hear what you have to say about this episode. Please send us a text. Mortgages can be confusing. There are many different varieties and on today's show, Matthew and Jim take you down the line with a professional, Brad L'Engle. He's a part of the team of professionals they work with to answer questions they may only know superficially but rely on the expertise of a p...

We would love to hear what you have to say about this episode. Please send us a text. Your Financial Sobriety team has deemed February the month of financing awareness. That means knowing how interest impacts you and the ramifications of making the best choices when you have a decision to make. Learn about the process and options when making that second biggest purchase next to your home, a new ve...

We would love to hear what you have to say about this episode. Please send us a text. Join your hosts Matthew Grishman and Jim Gebhardt as they discuss accomplishing your goals for 2021 with Bo Eason, former NFL safety, playwright and actor, author and coach. Learning how to say "no" more could be the single greatest asset you have in allowing yourself to grow more and meet your new year...

We would love to hear what you have to say about this episode. Please send us a text. Welcome to the first show of 2021! This episode helps you absorb the challenges of the year past with some great insights for the year ahead with admission of little guilt in spending over the holidays. Your hosts Jim Gebhardt and Matthew Grishman quickly take you to an interview with a couple not unlike many of...

We would love to hear what you have to say about this episode. Please send us a text. 2020. A lot is going to be said about this in retrospect and your hosts, Jim and Matthew, take a look back at the one year anniversary mark of the podcast, Financial Sobriety, to give a little perspective and celebrate just a bit. It has been one very strange year indeed. They also introduce an encore version fro...