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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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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