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 really happens once the plan is “done” and you’re launched into Life 3.0 — the season where you finally get to live your why. They explore what most people actually do the moment they exit a business or retire (hint: it usually starts with a passport), why the first 10 “go-go” years can be the most...

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Episoder(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 Des 202534min

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 Nov 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 Nov 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 Okt 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 Okt 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 Okt 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 Sep 202553min

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