Episode 66: Longevity Risk, Outliving Your Money.

Episode 66: Longevity Risk, Outliving Your Money.

We would love to hear what you have to say about this episode. Please send us a text. Longevity risk. This could be one of the most devastating challenges to long life. If statistics bear out, the "baby boom" generation is going to represent the longest living demographic ever in the history of the country and that means a greater percentage of the population over the age of 85. And that means a greater drain on resources for health care, living expenses and housing. Your hosts, Matthew ...

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Jaksot(181)

Episode 167: A Holiday Reflection on Wealth, Health and Purpose. (Encore Episode)

Episode 167: A Holiday Reflection on Wealth, Health and Purpose. (Encore Episode)

We would love to hear what you have to say about this episode. Please send us a text. Reflecting back to a certain Christmas Eve five years ago, a journey began that reshaped the approach to finances...

24 Joulu 202534min

Episode 166: Living Your "Why" by Understanding Who, Not How.

Episode 166: Living Your "Why" by Understanding Who, Not How.

We would love to hear what you have to say about this episode. Please send us a text. In this episode the guys, Jim and Matthew, put a bow on their financial planning framework and talk about what re...

4 Joulu 202540min

Episode 165: Shaping Your Financial Story. Preparing for Life After the Exit.

Episode 165: Shaping Your Financial Story. Preparing for Life After the Exit.

We would love to hear what you have to say about this episode. Please send us a text. This episode continues the financial planning of the entrepreneur as Jim and Matthew pick up in Stage 3 of their ...

20 Marras 202539min

Episode 164: The Entrepreneur's Clarity and the Right to Say "No".

Episode 164: The Entrepreneur's Clarity and the Right to Say "No".

We would love to hear what you have to say about this episode. Please send us a text. This episode, your hosts, Jim Gebhardt and Matthew Grishman explore the intertwining of financial planning with p...

6 Marras 202539min

A Studio Outtake With Guest, Grace Gebhardt.

A Studio Outtake With Guest, Grace Gebhardt.

We would love to hear what you have to say about this episode. Please send us a text. Hear what happens when host, Jim Gebhardt invites his daughter to comment on her perception of the content of the...

23 Loka 20256min

Episode 163: Unpacking Your Story - An Entrepreneurs Journey From Scarcity to Security.

Episode 163: Unpacking Your Story - An Entrepreneurs Journey From Scarcity to Security.

We would love to hear what you have to say about this episode. Please send us a text. This episode, hosts Jim Gebhardt and Matthew Grishman dive into the concept of work-life balance and reflect on t...

23 Loka 202542min

Episode 162: Entrepreneurial Wealth Assessment - Fulfillment Beyond the Financials.

Episode 162: Entrepreneurial Wealth Assessment - Fulfillment Beyond the Financials.

We would love to hear what you have to say about this episode. Please send us a text. What if the relentless pursuit of wealth is actually keeping you from enjoying it? Join, us, Matthew Grishman and...

9 Loka 202536min

Episode 161: Entrepreneur's Personal Planning Series Wrap-Up.

Episode 161: Entrepreneur's Personal Planning Series Wrap-Up.

We would love to hear what you have to say about this episode. Please send us a text. This episode, your hosts, Jim Gebhardt and Matthew Grishman really get their arms around the entrepreneur's journ...

25 Syys 202553min

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