The Whole Wealth Journey

Gebhardt Group, Inc.
  • 5.0 (27)
  • EDUCATION
  • UPDATED BIWEEKLY
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

  1. 2 DAYS AGO

    Episode 141: Entrepreneurial Success Comes with Risk but Are Your Financial Strategies Secure?

    We would love to hear what you have to say about this episode. Please send us a text.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 Journey, we dive deeply into the realm of risk management and the unique risks facing entrepreneurs. Join us as we share insights gained from a lifetime of entrepr...

    54 min

  2. OCT 29

    Episode 140: Continuing With the Core Values and Alignment From the Clarity Compass.

    We would love to hear what you have to say about this episode. Please send us a text.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 with a simple card game to help uncover and prioritize your core values. This journey is about more than just identifying what matters; it's about transforming those val...

    31 min

  3. OCT 15

    Episode 139: Defining Your Story Through Self Discovery.

    We would love to hear what you have to say about this episode. Please send us a text.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 Matthew emphasize the importance of taking intentional breaks, advocating for the rejuvenating power of two-week vacations. Their discussion goes deep into financial cor...

    1h 3m

  4. OCT 1

    Episode 138: Motion Matters. Understanding the Goes Ins and Goes Outs on Your Personal Balance Sheet.

    We would love to hear what you have to say about this episode. Please send us a text.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” to embrace the essence of what we truly are: human beings. From there, we are reminded of the importance of lifelong learning and growth for the benefit of helping oth...

    34 min

  5. SEP 17

    Episode 137: Congruency and The Law of Diminishing Intent.

    We would love to hear what you have to say about this episode. Please send us a text.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 with equal discipline, sharing insights on how authenticity fosters peace and gratitude. Learn from their own trials and triumphs how adopting disciplined financial b...

    53 min

  6. SEP 3

    Episode 136: Unpacking the Path to True Prosperity by Knowing the Four P's to Wealth.

    We would love to hear what you have to say about this episode. Please send us a text.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 our energy sources shape our lives. They share insights from their own journeys, including the joy of a new friendship with Richie, a younger golf buddy who brings a f...

    1h 3m
  7. Episode 135: How the Whole Wealth Journey Begins: Understanding Your Financial Security.

    AUG 20

    Episode 135: How the Whole Wealth Journey Begins: Understanding Your Financial Security.

    We would love to hear what you have to say about this episode. Please send us a text.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 Ireland, but the true purpose of sharing gratitude is revealed … hint … it has nothing to do with money yet everything to do with wealth!As the conversation continues, Ji...

    1h 5m
  8. Episode 134: Creating Wealth With Purpose to Pursue Passions and Meaningful Memories.

    AUG 6

    Episode 134: Creating Wealth With Purpose to Pursue Passions and Meaningful Memories.

    We would love to hear what you have to say about this episode. Please send us a text.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 joyous family reunion of sorts in Barcelona, capturing the essence of gratitude and the thrill of planning unforgettable experiences.This episode uncovers the profound c...

    54 min
See All (154)

5
out of 5
27 Ratings

About

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

Information

  • Creator
    Gebhardt Group, Inc.
  • Years Active
    2020 - 2024
  • Episodes
    154
  • Rating
    Clean
  • Copyright
    © 2024 The Whole Wealth Journey
  • Show Website
    The Whole Wealth Journey

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