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
170 episodes
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...
•
30:42
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...
•
53:20
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...
•
1:04:51
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,...
•
59:14
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...
•
48:50
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...
•
40:52
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 151
•
43:58
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...
•
1:02:53
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 149
•
46:58
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 148
•
51:13
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...
•
1:06:07
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...
•
54:30
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 145
•
1:01:07
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...
•
34:49
Episode 143: Curiosity and Connection: Transforming Retirement With Intentionality and Mindfulness.
Can a simple change in your workout routine transform your perspective on life? Uncover the unexpected benefits of ditching distractions as we share personal stories of growth from skepticism to appreciation. We'll explore how shifting from jud...
•
Episode 143
•
1:09:44
Episode 142: Building the Blueprint for What's Next.
Have you ever sat down and really thought about the best investment you ever made? Was it a business idea? A real estate venture? A hot stock? Join your hosts Matthew Grishman and Jim Gebhardt, as they reveal the best investments they’ve ever m...
•
Episode 142
•
48:19
Episode 141: Entrepreneurial Success Comes with Risk but Are Your Financial Strategies Secure?
Risk is a huge part of entrepreneurship. But it’s more than a numbers game—it's about identifying where your finances stray from your core values and life goals. As we come closer to the end of the financial planning stage of the Whole Wealth J...
•
Episode 141
•
53:39
Episode 140: Continuing With the Core Values and Alignment From the Clarity Compass.
Imagine a tool that can pinpoint the very essence of what drives your decisions—from the significant financial ones to the seemingly trivial daily choices. Our latest episode introduces the Clarity Compass, an innovative approach that starts wi...
•
31:24
Episode 139: Defining Your Story Through Self Discovery.
In the hustle of entrepreneurship, finding quiet time isn't just a luxury—it's a necessity. This is where one finds clarity about their innermost values and begins to get in motion. Through personal stories and professional insights, Jim and Ma...
•
1:03:11
Episode 138: Motion Matters. Understanding the Goes Ins and Goes Outs on Your Personal Balance Sheet.
Ever wonder how a simple vacation can morph into a powerful metaphor for financial success? This episode begins with the anticipation of a serene vacation on the California coast, challenging us to depart from our daily grind as “human-doings” ...
•
34:17
Episode 137: Congruency and The Law of Diminishing Intent.
Ever wondered why authenticity is crucial for entrepreneurial success? This episode, Jim and Matthew take you into the vitality of living a congruent financial life. The guys unravel the importance of managing personal and professional finances...
•
Episode 137
•
52:51
Episode 136: Unpacking the Path to True Prosperity by Knowing the Four P's to Wealth.
How do you recharge your energy—solitary moments of reflection or the buzz of social interactions? Join your hosts, Jim Gebhardt and Matthew Grishman in a fascinating discussion about the intricate dance between introvert and extrovert and how ...
•
1:02:48
Episode 135: How the Whole Wealth Journey Begins: Understanding Your Financial Security.
Gratitude is a big part of the Whole Wealth Journey and it’s the staple Jim and Matthew use to kick off each show. But this episode is a bit different. Yes, you'll hear gratitude for a family visit to New York and a bucket-list golf trip to Ire...
•
1:04:43
Episode 134: Creating Wealth With Purpose to Pursue Passions and Meaningful Memories.
What if you could redefine wealth to truly enrich your life? Join us, Matthew Grishman and Jim Gebhardt as we embark on a remarkable journey, starting with heartfelt reflections for an upcoming bucket list golf trip to Southern Ireland and a jo...
•
Episode 134
•
54:02
Episode 133: Welcome to The Whole Wealth Journey; Getting More From Your Money Than Just More Money.
How would your life change if your financial decisions truly aligned with your core values? Get ready as we, Matthew Grishman and Jim Gebhardt, transform your money mindset with the evolution of Financial Sobriety to The Whole Wealth Journey. W...
•
54:36
