Episode 50: Part 1 - Preparing to avoid the holiday Visa hangover.

Episode 50: Part 1 - Preparing to avoid the holiday Visa hangover.

We would love to hear what you have to say about this episode. Please send us a text.It's almost the holidays and it's no secret that can create a nightmare for those not prepared for the spend. Today's episode is the first of a two part series on getting ready for the holidays and not sending yourself into a full on depression when the bills come in January. Matthew tells an anecdotal story and Jim shares his perspective on what's around the corner this year. These next two programs are ...

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Avsnitt(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 Dec 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 Dec 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 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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