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.
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.
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".
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
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.
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.
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
