
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
The Whole Wealth Journey
Episode 152: Financial Clarity Begins With Personal Awareness
We would love to hear what you have to say about this episode. Please send us a text.
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 that one must be aware in the first place.
Discover how fostering awareness in both personal and professional relationships can lead to profound growth. We'll talk about the concept of "memory dividends," and the value of investment of time or money or both, where revisiting past memories helps one transition from unconscious incompetence to a state of conscious competence in the journey of awareness. This process, steeped in intentionality and trust, involves facing blind spots and creating spaces for honest conversations. Learn how building awareness enables you to navigate your path more effectively, creating room for growth and opportunity in a variety of settings.
Uncover the secrets to better communication and financial alignment within partnerships, particularly for couples. Through tools like the Colby A Index, we explore how understanding individual decision-making styles can reduce resentment and enhance cooperation. By embracing differences and focusing on strengths, couples can complement each other more effectively. Learn about actionable insights like personal financial checklists that strengthen partnerships, emphasizing the value of honest self-awareness and open communication as they prepare for future transitions. Join us as we share the enthusiasm for the journey of self-discovery and growth ahead.
As you heard mentioned in the show, simply text us your email address and we'll get you the "Personal Financial Checklist" immediately. You can find the "text us" link at the very top of the show notes.
Chapter Timestamps
(00:00) Gratitude for Life's Moments
(07:18) Fostering Awareness in Business Relationships
(20:12) Understanding Communication and Financial Alignment
(28:57) Financial Alignment and Partnership Strengths
(35:38) Embracing Honest Self-Awareness
You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group. You can follow us on Instagram @thewholewealthjourney