The Whole Wealth Journey

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

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Episoder(181)

Episode 160: Personal Planning. A Practical, Proven Process for Entrepreneurs.

Episode 160: Personal Planning. A Practical, Proven Process for Entrepreneurs.

We would love to hear what you have to say about this episode. Please send us a text. This episode, the guys dive deep into the concept of 'Life 3.0,' an era post-business exit where entrepreneurs ca...

11 Sep 20251h 3min

Episode 159: Entrepreneurs Empowered. The Essential Guide to Personal Planning Before Retirement.

Episode 159: Entrepreneurs Empowered. The Essential Guide to Personal Planning Before Retirement.

We would love to hear what you have to say about this episode. Please send us a text. Emphasizing a departure from the traditional concept of retirement, Jim Gebhardt and Matthew Grishman dive into t...

28 Aug 202549min

Episode 158: The Four Barriers Holding Holding You Back From Personal Planning Success

Episode 158: The Four Barriers Holding Holding You Back From Personal Planning Success

We would love to hear what you have to say about this episode. Please send us a text. Can adveristy be a catalyst to growth? Ever wondered how personal planning can reshape your world? This episode, ...

14 Aug 202558min

Episode 157: Personal Planning - The Key to Successful Post Business Transitions.

Episode 157: Personal Planning - The Key to Successful Post Business Transitions.

We would love to hear what you have to say about this episode. Please send us a text. In this first of a four part series, we'll examine why it is that 75% of the business owners regret their busines...

31 Jul 202530min

Episode 156: Understanding the Leverage of "Who Not How" for Business Success

Episode 156: Understanding the Leverage of "Who Not How" for Business Success

We would love to hear what you have to say about this episode. Please send us a text. Transitioning from work to the later stages of life doesn't have to be daunting. Discover how focusing on "who" c...

17 Jul 202553min

Episode 155: Encore Edition. How the Whole Wealth Journey Begins.

Episode 155: Encore Edition. How the Whole Wealth Journey Begins.

We would love to hear what you have to say about this episode. Please send us a text. This is an encore episode of the introduction to the Whole Wealth Journey process that released previously in Aug...

19 Jun 20251h 4min

Episode 154: Bridging the Wealth Gap - Where You Are vs Where You Want to Be

Episode 154: Bridging the Wealth Gap - Where You Are vs Where You Want to Be

We would love to hear what you have to say about this episode. Please send us a text. Transitioning from business ownership brings its own set of challenges, particularly when one's identity is close...

5 Jun 202559min

Episode 153: Wealth Built With Clarity and Intentionality.

Episode 153: Wealth Built With Clarity and Intentionality.

We would love to hear what you have to say about this episode. Please send us a text. Harnessing the strength of intentionality and the power of clarity, learn how to cultivate a warrior mentality in...

22 Mai 202548min

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