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 128: How Self Investment and Human Connection Counter Depression and Suicidal Thoughts.

Episode 128: How Self Investment and Human Connection Counter Depression and Suicidal Thoughts.

We would love to hear what you have to say about this episode. Please send us a text. Ever wondered how a simple gesture like remembering someone's name can transform a relationship? Join your hosts,...

29 Mai 202441min

Episode 127: Human Connection is the Lifeline to Mental Wellness

Episode 127: Human Connection is the Lifeline to Mental Wellness

We would love to hear what you have to say about this episode. Please send us a text. This is an encore episode from David Woods Bartley on his personal journey in dealing with depression, attempted ...

28 Mai 202442min

Episode 126: In the Game of Stocks, You Learn Best One Base At a Time.

Episode 126: In the Game of Stocks, You Learn Best One Base At a Time.

We would love to hear what you have to say about this episode. Please send us a text. In this episode, Matthew & Jim attempt to unlock the secrets of savvy investing with a deeper-dive into the heart...

14 Mai 202442min

Episode 125: Time for a Little Spring Training on Stocks.

Episode 125: Time for a Little Spring Training on Stocks.

We would love to hear what you have to say about this episode. Please send us a text. Matthew enjoys a little baseball nostalgia this episode as the discussion of stocks gets underway. This episode, ...

30 Apr 202452min

Episode 124: Maximum Uncertainty? Let's Revisit the Blueprint.

Episode 124: Maximum Uncertainty? Let's Revisit the Blueprint.

We would love to hear what you have to say about this episode. Please send us a text. Unlock the secrets of financial mastery and legacy building that have stood the test of time as your hosts, Matth...

16 Apr 202446min

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 Ma...

2 Apr 202440min

Episode 122: Bonds Are Back! Let's Start With Why.

Episode 122: Bonds Are Back! Let's Start With Why.

We would love to hear what you have to say about this episode. Please send us a text. Join your hosts, Jim Gebhardt and Matthew Grishman as they explore the resurgence of bonds as an investment optio...

19 Mar 202450min

Episode 121: Two Final Steps to Minimizing Stress and Anxiety in 2024.

Episode 121: Two Final Steps to Minimizing Stress and Anxiety in 2024.

We would love to hear what you have to say about this episode. Please send us a text.The small things in life hold immense joy. Join your hosts, Matthew Grishman and Jim Gebhardt as they cover steps ...

5 Mar 202434min

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