The Whole Wealth Journey

By Gebhardt Group, Inc.

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Episodes: 154

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