Episode 123: Why Maximum Uncertainty Favors the Predictability of Bonds.

Episode 123: Why Maximum Uncertainty Favors the Predictability of Bonds.

We would love to hear what you have to say about this episode. Please send us a text. Could shifting interest rates be the key to unlocking your portfolio's potential? Your hosts, Jim Gebhardt and Matthew Grishman explore the complex recipes of bond investments, analyzing how a changing rate environment might just be ingredients for an incredible outcome. With a focus on taxable bonds, treasuries, and the call of municipal bonds, they discuss investment possibilities, from the safe harbors o...

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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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