Gebhardt Group, Inc.

The Whole Wealth Journey

Education EN ↓ 181 episodes

The Whole Wealth Journey podcast, hosted by Jim Gebhardt and Matthew Grishman, offers a transformative approach to wealth and personal growth for entrepreneurs seeking Wealth With a Why™ . Originally known as Financial Sobriety, the show evolved from Matthew's personal struggle with money and self-worth, to a comprehensive exploration of true wealth and human connection. The podcast now focuses on the concept of Whole Wealth, emphasizing that wealth is more than just financial assets—it's about the people, places, and experiences that truly matter. Jim and Matthew guide listeners through a jou...

Author

Gebhardt Group, Inc.

Episodes

Special Episode: Uninvited friends, Worry and Fear have come to the party. 26.02.2020 20:50

We would love to hear what you have to say about this episode. Please send us a text. This "Special Episode" has been released to calm some of the concerns when the stock market does what the stock market is supposed to do. This has been a perpetual party long overdue to end. Listen to a different approach as Matthew and Jim share their opinions, views and experience on market volatility...

Episode 5: Top of the Mountain. 18.02.2020 27:11

We would love to hear what you have to say about this episode. Please send us a text. Jim and Matthew take you on an entertaining journey today as they share stories relevant to the next steps in the Financial Sobriety process. Getting focused, a look from the top of the mountain. You'll hear about the four principles for direction and guidance, a great exercise with a deck of cards, but not...

Episode 4: Your family as a business. Your balance sheet and P&L explained. 04.02.2020 49:55

We would love to hear what you have to say about this episode. Please send us a text. Listen to the beginning of the process and the first steps necessary as you start your journey to Financial Sobriety. Matthew and Jim identify and explain, in detail, the very first requirements to getting your financial house in order. The balance sheet and your family profit and loss statement. You'll lear...

Episode 3: Bag o' Crap and FORM explained. 16.01.2020 49:24

We would love to hear what you have to say about this episode. Please send us a text. In this episode, hear Matthew and Jim give you the history of "bag o' crap", their stories on money and wealth and the true meaning and relationship they have to each. You'll also get the steps to take inventory of what you have... in more ways than one and the details of FORM, Family/Occupati...

Episode 2: Getting back on track. How the journey begins. 14.01.2020 27:54

We would love to hear what you have to say about this episode. Please send us a text. In this second episode of Financial Sobriety, hear your hosts Matthew and Jim explain the beginning of the journey to financial health. Getting financially sober requires some steps and you'll hear both personal and client stories as the start of the process is clearly spelled out. Let them take you on tha...

Episode 1: Matthews Story...The financial trainwreck 14.01.2020 38:03

We would love to hear what you have to say about this episode. Please send us a text. Financial Sobriety is the personal journey of Matthew Grishman and how it almost cost him his family, his wealth, his life. A rock star presenter to financial advisors for his products and services, he had a devastating secret. His own finances were a trainwreck. Hear how he went from living large with a six figu...