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 57: Are You Accepting and Allowing Mediocrity to Creep Into Your Life?

Episode 57: Are You Accepting and Allowing Mediocrity to Creep Into Your Life?

We would love to hear what you have to say about this episode. Please send us a text. Mediocrity. You know it when you see it, or hear it, or feel it. Usually it's not a good feeling as most of us ...

1 Mars 202255min

Episode 56: Part 2 - Taking the Proper Steps Toward Retirement in a Changing Market.

Episode 56: Part 2 - Taking the Proper Steps Toward Retirement in a Changing Market.

We would love to hear what you have to say about this episode. Please send us a text. If the first part of this two part episode got your attention, Part 2 is really going to bring that messaging hom...

16 Feb 202224min

Episode 56: The Bull Can't Run forever... Now What Do You Do?

Episode 56: The Bull Can't Run forever... Now What Do You Do?

We would love to hear what you have to say about this episode. Please send us a text. Bull Market, Bear Market, Correction, Crash... all have been bantered around in the vernacular of stock, investme...

15 Feb 202241min

Episode 55: Part 2. Julia Nicholson shares her 5 frames for dealing with grief and loss.

Episode 55: Part 2. Julia Nicholson shares her 5 frames for dealing with grief and loss.

We would love to hear what you have to say about this episode. Please send us a text. This second part of the two part series with Julia Nicholson continues the discussion of dealing with grief and l...

1 Feb 202249min

Episode 55: "IT" Happened...Now What?  Part 1

Episode 55: "IT" Happened...Now What? Part 1

We would love to hear what you have to say about this episode. Please send us a text. While the title seems ominous the story is not. Matthew and Jim talk with TedX speaker and guest Julia Nicholson...

18 Jan 202253min

Episode 54: New You In 2022. Resolutions? No. Intentions? Yes!

Episode 54: New You In 2022. Resolutions? No. Intentions? Yes!

We would love to hear what you have to say about this episode. Please send us a text.Happy New Year! And with that come the usual "obligatory" resolutions, right? Wrong! Listen to the approach Jim...

4 Jan 202232min

Holiday Encore Christmas 2021: An incredible year.

Holiday Encore Christmas 2021: An incredible year.

We would love to hear what you have to say about this episode. Please send us a text. As the year winds down but financial requirements for year-end increase, Jim and Matthew found the ability to sat...

21 Dec 202153min

Episode 53: The Alliance.  What's in your hand?

Episode 53: The Alliance. What's in your hand?

We would love to hear what you have to say about this episode. Please send us a text.As we head deeper into the holiday season, what better way to demonstrate financial sobriety than to share a story...

7 Dec 202151min

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