The Whole Wealth Journey
By Gebhardt Group, Inc.
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Episodes: 156
Description
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
| Episode | Date |
|---|---|
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Episode 143: Curiosity and Connection: Transforming Retirement With Intentionality and Mindfulness.
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Dec 17, 2024 |
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Episode 142: Building the Blueprint for What's Next.
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Dec 03, 2024 |
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Episode 141: Entrepreneurial Success Comes with Risk but Are Your Financial Strategies Secure?
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Nov 12, 2024 |
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Episode 140: Continuing With the Core Values and Alignment From the Clarity Compass.
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Oct 29, 2024 |
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Episode 139: Defining Your Story Through Self Discovery.
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Oct 15, 2024 |
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Episode 138: Motion Matters. Understanding the Goes Ins and Goes Outs on Your Personal Balance Sheet.
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Oct 01, 2024 |
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Episode 137: Congruency and The Law of Diminishing Intent.
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Sep 17, 2024 |
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Episode 136: Unpacking the Path to True Prosperity by Knowing the Four P's to Wealth.
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Sep 03, 2024 |
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Episode 135: How the Whole Wealth Journey Begins: Understanding Your Financial Security.
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Aug 20, 2024 |
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Episode 134: Creating Wealth With Purpose to Pursue Passions and Meaningful Memories.
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Aug 06, 2024 |
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Episode 133: Welcome to The Whole Wealth Journey; Getting More From Your Money Than Just More Money.
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Jul 23, 2024 |
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Episode 132: Graduation Part II - Cops to Coaches to Consultants. Developing Our Children.
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Jul 09, 2024 |
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Episode 131: Bonus Track of Tips and Tricks on Getting Mindset in Motion.
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Jul 02, 2024 |
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Episode 130: Growth Mindset to Graduation Milestones-Putting Perfection Into Perspective.
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Jun 25, 2024 |
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Episode 129: How Money Barrels Support Financial Stability and Lead to Emotional Fulfillment.
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Jun 11, 2024 |
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Episode 128: How Self Investment and Human Connection Counter Depression and Suicidal Thoughts.
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May 29, 2024 |
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Episode 127: Human Connection is the Lifeline to Mental Wellness
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May 28, 2024 |
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Episode 126: In the Game of Stocks, You Learn Best One Base At a Time.
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May 14, 2024 |
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Episode 125: Time for a Little Spring Training on Stocks.
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Apr 30, 2024 |
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Episode 124: Maximum Uncertainty? Let's Revisit the Blueprint.
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Apr 16, 2024 |
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Episode 123: Why Maximum Uncertainty Favors the Predictability of Bonds.
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Apr 02, 2024 |
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Episode 122: Bonds Are Back! Let's Start With Why.
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Mar 19, 2024 |
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Episode 121: Two Final Steps to Minimizing Stress and Anxiety in 2024.
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Mar 05, 2024 |
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Episode 120: More Now. More...NOW!
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Feb 20, 2024 |
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Episode 119: What You Focus On...Will Flourish.
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Feb 06, 2024 |
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Episode 118: Spending Health to Acquire Wealth... That's Not Living.
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Jan 23, 2024 |
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Episode 117: A Holiday Message and Encore Episode of Matthew's Story.
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Dec 19, 2023 |
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Episode 116: The 10 - 10 - 10 Rule for More Intentional Spending.
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Dec 05, 2023 |
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Episode 115: Recognizing Gratitude. The Alliance.
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Nov 21, 2023 |
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Episode 114: Temptation to Transformation: Strategies for a Debt-Free Holiday Season
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Nov 07, 2023 |
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Episode 113: Social Security Simplified. Capturing Your Millions.
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Oct 31, 2023 |
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Episode 112: Understanding the Medicare Maze. From Confusion to Confidence.
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Oct 17, 2023 |
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Episode 111: Regaining Your Financial Confidence. Steps to Success.
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Oct 03, 2023 |
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Episode 110: Regaining Your Financial Confidence
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Sep 19, 2023 |
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Episode 109: The Pain of Debt & The Power of Discipline.
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Sep 05, 2023 |
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Episode 108: Teach Your Children Encore Series-Wrapping Up the Summer
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Aug 29, 2023 |
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Episode 107: Teach Your Children Encore Series: Struggle Is Good
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Aug 22, 2023 |
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Episode 106: Teach Your Children Encore Series - Uncle Sam Takes His Cut
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Aug 15, 2023 |
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Episode 105: Teach Your Children Encore Series - Pay Thyself First
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Aug 08, 2023 |
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Episode 104: Teach Your Children Encore Series - Give a Sense of Direction. The Clarity Compass.
|
Aug 01, 2023 |
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Episode 103: Teach Your Children Encore Series - Financial Literacy & Tax Credits
|
Jul 25, 2023 |
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Episode 102: Teach Your Children Encore series: The Value Of A Dollar
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Jul 18, 2023 |
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Episode 101: Teach Your Children Series - Three C's Updated
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Jul 11, 2023 |
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Episode 100: Continuing Education is a Journey. Teach Your Children Series Kickoff.
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Jul 05, 2023 |
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Episode 99: How Human Connection Thwarted a Suicide Attempt (replay)
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May 30, 2023 |
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Episode 98: From Mental Hellness to Mental Wellness, David Woods Bartley's Journey (replay)
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May 30, 2023 |
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Episode 97: Where We've Been
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May 29, 2023 |
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Episode 96: The Trauma of Bank Failure, How It Happened and What You Can Do About It
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Mar 28, 2023 |
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Episode 95: Dr. Joyce Mikal-Flynn On the Steps From Dealing to Healing From Trauma
|
Mar 07, 2023 |
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Episode 94: Dealing With the Trauma of the Covid Hangover
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Feb 21, 2023 |
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Episode 93: Starting Down the Right Path in 2023 by Understanding How Bias Can Influence Risk.
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Feb 09, 2023 |
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Episode 92: How Your Biases Impact Your Investment Decisions. Be Very Careful!
|
Jan 24, 2023 |
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Episode 91: New Year Collection To Welcome 2023
|
Jan 10, 2023 |
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Episode 90: Entering the New Year Knowing How to Deal With Inflation.
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Dec 27, 2022 |
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Episode 89: Looking Behind In Order to Look Ahead.
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Dec 14, 2022 |
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Episode 88: Did You Know You Have Financial Biases?
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Dec 13, 2022 |
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Episode 87: Did You Gratitude Today?
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Nov 29, 2022 |
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Episode 86: How to Get From Inflation to Insulation This Holiday Season.
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Nov 12, 2022 |
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Episode 85: I Can See Clearly Now.
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Nov 01, 2022 |
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Episode 83: Achieving Financial Clarity with the Clarity Compass.
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Oct 18, 2022 |
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Episode 84: The Clarity Compass Continued...
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Oct 18, 2022 |
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Episode 82: Are You On Financial Auto Pilot?
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Oct 04, 2022 |
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Episode 81: Tips, Tricks and Tools to Battle Inflation Intentionally.
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Sep 20, 2022 |
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Episode 79: Inflation Part 1- The Ultimate Silent Financial Disruptor.
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Sep 06, 2022 |
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Episode 80: Inflation Part II - The Feds' Three Levers to Control It.
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Sep 06, 2022 |
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Episode 78: Teach Your Children - Summer Wrap Up
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Aug 30, 2022 |
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Episode 77: Teach Your Children - Struggle Is Good.
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Aug 23, 2022 |
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Episode 76: Teach Your Children - Uncle Sam Takes His Cut
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Aug 16, 2022 |
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Episode 75: Teach Your Children - Pay Thyself First
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Aug 09, 2022 |
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Episode 74: Teach Your Children - Give Them a Sense of Direction. Yes, a Compass!
|
Aug 02, 2022 |
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Episode 73: Teach Your Children Series - Child Tax Credit...Yes, Again.
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Jul 26, 2022 |
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Episode 72: Teach Your Children Series - The Value of a Dollar
|
Jul 20, 2022 |
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Resistance Strikes Again: Live Episode 7-20-22 postponed.
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Jul 19, 2022 |
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Episode 71: Teach Your Children Series. The Three C's.
|
Jul 13, 2022 |
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Episode 70: Teach Your Children Financial Literacy Summer Kickoff.
|
Jul 12, 2022 |
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Episode 69: The 6 Steps of Metahab. Resilience Begins as a Child.
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Jun 29, 2022 |
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Episode 68: Dr. Joyce Mikal-Flynn died yet survived to tell her story.
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Jun 28, 2022 |
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Episode 67: Longevity Risk. The Financial Equation.
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Jun 15, 2022 |
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Episode 66: Longevity Risk, Outliving Your Money.
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Jun 14, 2022 |
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Episode 65: How Human Connection Thwarted a Suicide Attempt.
|
Jun 01, 2022 |
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Episode 64: From Mental Hellness to Mental Wellness, David Woods Bartley's Journey.
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May 31, 2022 |
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Episode 63: What If You Were Immortal? Would Your Risk Tolerance Change?
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May 17, 2022 |
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Episode 62: Ten Financial Risks You Can't Control. Now what?
|
May 03, 2022 |
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Episode 61: The Unexpected Happens...Is your Financial House in Order?
|
Apr 18, 2022 |
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Episode 60: How a heart attack changed a life. What if it were you?
|
Apr 05, 2022 |
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Episode 59: Trust and Empathy Build Leadership, Connection and True Wealth Perspective.
|
Mar 29, 2022 |
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Episode 58: How to Use Your Emotional Advantage Toward True Wealth.
|
Mar 15, 2022 |
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Episode 57: Are You Accepting and Allowing Mediocrity to Creep Into Your Life?
|
Mar 01, 2022 |
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Episode 56: Part 2 - Taking the Proper Steps Toward Retirement in a Changing Market.
|
Feb 16, 2022 |
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Episode 56: The Bull Can't Run forever... Now What Do You Do?
|
Feb 15, 2022 |
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Episode 55: Part 2. Julia Nicholson shares her 5 frames for dealing with grief and loss.
|
Feb 01, 2022 |
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Episode 55: "IT" Happened...Now What? Part 1
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Jan 18, 2022 |
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Episode 54: New You In 2022. Resolutions? No. Intentions? Yes!
|
Jan 04, 2022 |
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Holiday Encore Christmas 2021: An incredible year.
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Dec 21, 2021 |
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Episode 53: The Alliance. What's in your hand?
|
Dec 07, 2021 |
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Episode 52: Part 2 - Betsaida LeBron Brings Your Inner Play Out.
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Nov 24, 2021 |
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Ep 52: Part 1 - Betsaida LeBron Brings Play and Fun to the Money Equation.
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Nov 23, 2021 |
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Episode 51: Take the Challenge to Eliminate the Holiday Visa Hangover.
|
Nov 09, 2021 |
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Episode 50: Part 1 - Preparing to avoid the holiday Visa hangover.
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Oct 26, 2021 |
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EP 50: Part 2 - Preventing the VISA Hangover by saying "NO" more.
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Oct 22, 2021 |
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Episode 49: Dr. Rishi Menon on Covid. Science Is Not Truth.
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Oct 12, 2021 |
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Special Edition: Market Meltdown Memories - part 2
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Sep 29, 2021 |
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Special Edition: Market Meltdown Memories - part 1
|
Sep 28, 2021 |
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Episode 48: Dr. Rishi Menon on good health vs. treating symptoms.
|
Sep 22, 2021 |
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Episode 47: Dr. Rishi Menon begins his story... things weren't right.
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Sep 21, 2021 |
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Episode 46: Teach Your Children - Struggle is Good
|
Sep 07, 2021 |
|
Episode 45: Teach Your Children - Uncle Sam Takes His Cut
|
Aug 24, 2021 |
|
Episode 44: Teach Your Children - Pay Thyself First!
|
Aug 10, 2021 |
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Episode 43: Teach Your Children - Clarity Compass
|
Aug 03, 2021 |
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Episode 42: Teach your Children - Child Tax Credit means you've got money!
|
Jul 27, 2021 |
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Episode 41: Teach your Children - The value of a dollar
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Jul 13, 2021 |
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Episode 40: Teach Your Children - The three C's (not color, cut and clarity!)
|
Jun 29, 2021 |
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Episode 39: A graduation of sorts and halftime break.
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Jun 15, 2021 |
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Episode 38: Overwhelm - At least three simple steps to remedy.
|
Jun 01, 2021 |
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Episode 37: Overwhelm - Chaos comes in as the masks come off.
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May 19, 2021 |
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Episode 36: The Grand Reopening, Part II. Beth and Jim on the Clarity Compass.
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May 04, 2021 |
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Episode 35: The Grand Re-opening of America. Part I
|
Apr 21, 2021 |
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Episode 34: Melissa Bernstein's journey continues with her startling revelation.
|
Apr 06, 2021 |
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Episode 33: Melissa Bernstein of Melissa and Doug Toys, shares a surprising journey.
|
Mar 23, 2021 |
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Episode 32: How nutritional well being makes for better financial decisions.
|
Mar 09, 2021 |
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Episode 31: Finance February. Mortgage Expert Brad L'Engle's tips to customize your largest expense.
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Feb 23, 2021 |
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Episode 30: Finance February. The Impact Of Options For Financing A New Vehicle
|
Feb 09, 2021 |
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Episode 29: Bo Eason shares why saying "no" more gets you closer to your goals.
|
Jan 26, 2021 |
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Episode 28: Don't screw up 2021! Tips to start the new year off better.
|
Jan 12, 2021 |
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Episode 27: What A Year It's Been Indeed.
|
Dec 29, 2020 |
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Episode 26: Holiday Greeting and Matthew's Story Encore.
|
Dec 15, 2020 |
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Episode 25: Holiday Season Pre Game Steps.
|
Dec 01, 2020 |
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Episode 24: Bringing It All Together Part 3
|
Nov 17, 2020 |
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Special Edition: The Election
|
Nov 03, 2020 |
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Episode 23: Bringing It All Together Part II
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Oct 20, 2020 |
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Episode 22: Bringing It All Together, Part 1
|
Oct 06, 2020 |
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Episode 21: Relationship with Self - Rest and Rehydration
|
Sep 22, 2020 |
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Episode 20: Relationship With Self - Unique Ability
|
Sep 08, 2020 |
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Episode 19: Relationship with Self - Taking Off The Mask , the Real You
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Aug 25, 2020 |
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Ep 18: Relationship With Self - Shower To Showtime
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Aug 11, 2020 |
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Ep 17: Relationship with Self - Quit Hiding Behind The Mask
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Jul 28, 2020 |
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Episode 16: Relationship With Self - Hey Jew, Where's Your Horn?
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Jul 14, 2020 |
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Episode 15: Couples and Money
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Jun 23, 2020 |
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Episode 14: My People - Inevitable Conflict
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Jun 09, 2020 |
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Episode 13: My People - Concentric Circles
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May 27, 2020 |
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Episode 12: Individual Growth and Capability.
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May 19, 2020 |
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Episode 11B: The Epicenter of Wealth - Maintaining Trust
|
May 12, 2020 |
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Episode 11a: Epicenter of Wealth - Establishing Trust
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May 05, 2020 |
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Special Episode: Protecting Your Confidence in a Crisis
|
Apr 27, 2020 |
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Episode 10: Epicenter of Wealth - Vulnerability
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Apr 21, 2020 |
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Episode 9: Epicenter of Wealth - Gratitude
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Apr 07, 2020 |
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Episode 8: The Blueprint Module's Enemy - Resistance.
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Mar 24, 2020 |
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Episode 7: The Blueprint Module Continued. Building on the foundation.
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Mar 17, 2020 |
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Special Episode: Control and Perspective
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Mar 17, 2020 |
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Episode 6: The Blueprint - Building the foundation.
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Mar 03, 2020 |
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Special Episode: Uninvited friends, Worry and Fear have come to the party.
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Feb 26, 2020 |
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Episode 5: Top of the Mountain.
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Feb 18, 2020 |
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Episode 4: Your family as a business. Your balance sheet and P&L explained.
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Feb 04, 2020 |
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Episode 3: Bag o' Crap and FORM explained.
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Jan 16, 2020 |
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Episode 2: Getting back on track. How the journey begins.
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Jan 14, 2020 |
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Episode 1: Matthews Story...The financial trainwreck
|
Jan 14, 2020 |