The Whole Wealth Journey
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 journey of self-discovery, helping them uncover their unique "why" that drives them forward.
Episodes cover a wide range of topics, including personal growth, financial stability, and mental wellness. Jim and Matthew share personal stories, invite guests to contribute their expertise, and provide practical strategies for listeners to implement in their own lives. The show's approach aligns with Gebhardt Group's philosophy of curiosity and compassion, understanding each individual's unique money story and crafting financial solutions that resonate with their deepest values and intentions.
Similar to the experience of the firm’s private clients, The Whole Wealth Journey takes podcast listeners through a four-step process: Unpacking Your Story, Defining Your Story, Shaping Your Story, and Living Your Why. This holistic approach helps entrepreneurs not only achieve financial success but also cultivate meaningful relationships, personal fulfillment, and a lasting legacy.
By addressing the emotional and psychological aspects of wealth alongside financial advice, The Whole Wealth Journey offers a path to genuine financial wellness and empowers listeners to live a life that is true to their whole selves.
You can find Matthew and Jim delivering Wealth With a Why™ at www.gebhardtwholewealth.com
Episodes
181 episodes
Episode 167: A Holiday Reflection on Wealth, Health and Purpose. (Encore Episode)
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 ...
Episode 166: Living Your "Why" by Understanding Who, Not How.
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 w...
Episode 165: Shaping Your Financial Story. Preparing for Life After the Exit.
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 f...
Episode 164: The Entrepreneur's Clarity and the Right to Say "No".
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 comp...
A Studio Outtake With Guest, Grace Gebhardt.
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 da...
Episode 163: Unpacking Your Story - An Entrepreneurs Journey From Scarcity to Security.
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 fi...
Episode 162: Entrepreneurial Wealth Assessment - Fulfillment Beyond the Financials.
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 tr...
Episode 161: Entrepreneur's Personal Planning Series Wrap-Up.
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 th...
Episode 160: Personal Planning. A Practical, Proven Process for Entrepreneurs.
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 alongsid...
Episode 159: Entrepreneurs Empowered. The Essential Guide to Personal Planning Before Retirement.
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 im...
Episode 158: The Four Barriers Holding Holding You Back From Personal Planning Success
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...
Episode 157: Personal Planning - The Key to Successful Post Business Transitions.
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-busine...
Episode 156: Understanding the Leverage of "Who Not How" for Business Success
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 u...
Episode 155: Encore Edition. How the Whole Wealth Journey Begins.
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 bi...
Episode 154: Bridging the Wealth Gap - Where You Are vs Where You Want to Be
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,...
Episode 153: Wealth Built With Clarity and Intentionality.
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 men...
Episode 152: Financial Clarity Begins With Personal Awareness
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 t...
Episode 151: Entrepreneurial Awareness and the Principle of the Four P's.
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 gre...
Episode 150: Building Trust in Relationships Through Interest, Communication and Empathy
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 sh...
Episode 149: Leadership Inspires Culture and Confidence.
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 ...
Episode 148: Fostering Resilience with Confidence and Clarity.
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 res...
Episode 147: Embracing Vulnerability for Deeper Connection.
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 p...
Episode 146: The Epicenter of Wealth Begins With an Understanding of Gratitude.
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 pers...
Episode 145: Peeking Into 2025 With Intention NOT Resolution.
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 tau...
Episode 144: A Holiday Reflection on Five Years of the Journey Toward Whole Wealth.
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, t...