Reflecting back to a certain Christmas Eve five years ago, a journey began that reshaped the approach to finances by aligning them with life's true purpose. That pivotal moment, intertwined with unexpected connections and encounters, taught us the value of authenticity and vulnerability, transparency and truth. With stories rich in serendipity and meaningful coincidences, we celebrate the unpredictability of life and the profound impact of embracing it with gratitude.

As we continue to navigate the aftermath of global events, effects from the pandemic like supply chain disruptions and the memorable toilet paper shortages, we've unearthed profound lessons in gratitude and resilience. These challenges have been catalysts for personal growth and have altered societal relationships, pushing us towards self-reliance and away from codependency. Our discussions mirror a hero's journey, emphasizing the strength developed through trials and the determination to face future uncertainties with confidence, amidst political and economic anxieties.

Finally, we close with a festive reimagining of a reading by Matthew of his interpretation of "Twas the Night Before Christmas," reflecting the Gebhardt Group's unique approach to to your whole wealth journey. As we embrace the joy and gratitude of the holiday season, let's celebrate the power of partnership and our shared mission to help you achieve your dreams and leave you with a greeting for a very merry Christmas holiday and the happiest of healthy and prosperous new years. 

Chapter Highlights

(00:00) The Whole Wealth Journey
Gratitude for connections made on our financial journey, reflections on health challenges, and embracing life's unpredictability.

(14:40) Lessons of Gratitude and Resilience
Past global events have shaped behaviors and relationships, fostering personal growth and resilience amidst uncertainties.

(26:51) The Wealth Journey Festive Celebration
How about that night before Christmas?

(33:36) Investment Advice Disclaimer

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

In this episode the guys, Jim and Matthew, put a bow on their financial planning framework and talk about what really happens once the plan is “done” and you’re launched into Life 3.0 — the season where you finally get to live your why.

They explore what most people actually do the moment they exit a business or retire (hint: it usually starts with a passport), why the first 10 “go-go” years can be the most expensive years of your life, and how that clashes with the industry myth that you’ll only need 70–80% of your working income in retirement.

Through real client stories, hear how the best-laid blueprints often change: from restoring a historic Victorian to suddenly moving across the country, or from corporate burnout to a fully expressed creative life. You’ll hear how a thoughtful plan gives you permission to pivot without panic.

Most importantly, they unpack the real value of an advisor once the portfolio is built and the wealth gap is closed. It’s not about chasing returns—it’s about having a “family CFO” who walks with you through best times or your worst or final hour.

If you’ve created significant wealth and are now asking “What’s next?” this conversation will help you reframe the question you ask your advisor from “How much can you make me?” to “How will you be there for me and my family when it matters most?”

Chapter Summaries:

(00:00) 

Importance of building a supportive team and focusing on "who, not how" in navigating life's challenges with trusted professionals and individuals.

(09:37) Launching Into Life 3.0
Retirees transition into new phase of life, living their "why" with higher spending and difficulty making office visits.

(16:55) Living Your Why
Retirees like Hank and Jill often live vibrant lives, embracing their unique abilities and finding fulfillment in creative pursuits.

(29:23) Navigating Life's Financial Challenges
Having a trusted financial advisor is crucial for navigating life's challenges, similar to the security provided by insurance.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

This episode continues the financial planning of the entrepreneur as Jim and Matthew pick up in Stage 3 of their four-part process: Shaping Your Story.

WIth Jim fresh off an Alice Cooper/Judas Priest concert and Matthew a Vermont fall-foliage wedding, the guys explore how clarity meets action when entrepreneurs begin planning what’s next — their Life 3.0. They challenge the old idea of “What’s your number?” and instead walk through a more nuanced, risk-aware way to structure your assets using their money barrels framework: Now, Soon, Later, and Never.

If you’ve ever wondered, “Do I really have enough?” — whether you’re sitting on a couple million or a couple hundred million — this conversation will help you see life after the exit as a strategy. It's not an end point but the next chapter of your whole wealth story.

In this episode, you’ll learn:

• Why gratitude, curiosity, and “firsts” in your 50s (and beyond) matter when planning what’s next
• How Stage 3: Shaping Your Story fits into the Whole Wealth Journey process
• The difference between defining your story and actually building Life 3.0
• Why the old “What’s your number?” commercials and the classic 4% rule can create a false sense of arrival
• How entrepreneurs’ vision of “retirement” differs from traditional work-and-stop models
• The money barrels approach: separating your wealth into Now, Soon, Later, and Never buckets
• Why Jim and Matthew are passionate risk-managers, not just asset managers — and why cash is an asset class
• How to align your investments with when you’ll actually need the money, not just how much you have

Chapter Summaries

(00:00) Gratitude and Family Celebrations
Managing risk through cash reserves, gratitude for a heavy metal concert, and family connections in Vermont.
(07:06) Shaping Your Financial Story
Integrating personal and financial planning, gaining clarity on desired lifestyle, guiding clients towards fulfilling Life 3.0.
(17:15) Retirement Planning and Life 3.0
ING's memorable commercial featuring a tangible retirement "number" sparks discussion on oversimplification, personalized planning, and varied perspectives.
(31:25) Planning for Future Wealth Success
Financial planning is like managing "money barrels" for risk and growth, adjusting for timeframes and aligning with personal goals.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

This episode, your hosts, Jim Gebhardt and Matthew Grishman explore the intertwining of financial planning with personal growth, emphasizing the impactful role gratitude plays in their process. They'll discuss the efficiency of the clarity compass, their approach to client financial and personal planning, and share their personal experiences and philosophies on balancing life and work. They also highlight the importance of saying 'no' and how it contributes to a richer, more focused life. Join the guys as they unpack and define both personal and financial stories to help entrepreneurs navigate their wealth own personal journey.

00:00 Introduction to The Whole Wealth Journey
00:52 The Importance of Gratitude
05:02 The Ryder Cup Experience
07:57 Blending Financial and Personal Planning
16:24 Defining Your Future
20:15 The Essence of St. Francis
20:27 A Quick Quack Encounter
21:11 The Importance of Being Interested
21:49 Personal Planning and Assessments
22:30 The Clarity Compass: Secret Sauce
25:22 Memory Dividends and Die With Zero
28:02 The Power of Saying No
36:43 Upcoming Episodes and Conclusion

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Hear what happens when host, Jim Gebhardt invites his daughter to comment on her perception of the content of the show, some of her lived experiences as a family member during some very challenging financial times, what her outlook is as the daughter of a holistic financial specialist, and what it would look like to feel financially secure at 22 years old. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

This episode, hosts Jim Gebhardt and Matthew Grishman dive into the concept of work-life balance and reflect on their own journeys towards financial confidence. They discuss the importance of gratitude, building meaningful relationships, and finding clarity in financial decisions. The guys elaborate on their experiences with financial confidence, the significance of understanding clients' personal values, and how intentionality with money can lead to greater fulfillment and empowerment in financial decision-making one faces as an entrepreneur.

Chapter Breaks
00:00 Introduction to Work-Life Balance
00:34 Meet the Hosts: Jim and Matthew
00:50 Gratitude Moments
02:35 Special Guest: Daughter Grace in the Studio
04:54 Deep Dive: Financial Conversations
14:29 Understanding Financial Confidence
21:51 The Importance of Intentionality with Money
22:22 Managing Joint and Separate Bank Accounts
23:50 The Power of Visualization in Financial Planning
24:59 Overcoming Financial Anxiety
26:15 The Journey from Scarcity to Abundance
26:36 The Role of Debt in Financial Confidence
28:29 Finding Purpose Beyond Financial Success
31:09 The Importance of Authenticity in Personal and Professional Life
37:14 Defining Financial Confidence and Personal Investment
40:43 Conclusion and Final Thoughts

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

What if the relentless pursuit of wealth is actually keeping you from enjoying it? Join, us, Matthew Grishman and and Jim Gebhardt as we navigate the delicate art of balancing financial success with life’s simple pleasures. We'll explore the transformative concept of "investing in fun" and how it can act as a catalyst for not just joy, but also as a new form of wealth in your life. We open the floor to the emotional journey of becoming empty nesters, which brings newfound financial freedom and the chance to redefine life's goals. 

On a more poignant note, we share the heartfelt story of Stevie's unexpected passing, Jim's brother, which served as a stark reminder of life’s fragile nature and the importance of reevaluating priorities. From the shocking late-night call to honoring Stevie's last wishes, this narrative is both raw and revealing. We also take a moment to challenge the work-centric mindset many of us grew up with—illustrated by my a family’s alarm code—and advocate for a balanced approach where fun is a vital ingredient in building experiential wealth. We'll explain our structured process to examine your own money stories and embark on a path toward a future filled not just with financial prosperity, but also well-being and happiness. In so many cases, as we've learned from experience, money is not necessarily what brings one joy. Our F-O-R-M journey we'll take you on, explains it all. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

This episode, your hosts, Jim Gebhardt and Matthew Grishman really get their arms around the entrepreneur's journey as they wrap up the series for entrepreneur's personal planning. This is perfect for that time when the business gets sold or there's an exit and the next steps become mandatory as to what to do. They'll dive into the intersection of personal and financial planning for entrepreneurs teeing up the next steps post exit as well as the next series of episodes. They recap the recent series by by discussing the importance of time management and resistance in daily routines. The episode reflects on the core aspects of personal planning, including health, relationships, values, and experiences. Jim and Matthew emphasize the need for a holistic approach that integrates financial, personal, and business planning to achieve long-term success and fulfillment. They also summarize their four-part financial planning process: unpacking your story, defining your story, shaping your story, and ultimately living your 'why.' With a segment from Guy Raz's "How I Built This", Don Vultaggio from Arizona Iced Tea shares the concerns he has about next steps as he shares what he was told by the owners of Snapple when they sold their business. Poor personal preparation post business sale or exit, is not a healthy process. Practical advice and real-life examples make this episode a comprehensive guide for entrepreneurs looking to balance wealth and well-being as they enter into the next chapter of their lives.

Jim mentioned the book, "The Untethered Soul" by Michael Singer. You can find it on Amazon HERE. 

00:00 Introduction to The Whole Wealth Journey Podcast
00:46 Gratitude for Resistance
03:45 Health Coaching and Personal Progress
06:39 Recap of Personal Planning Episodes
08:20 The Importance of Personal Planning in Business Transitions
20:38 The Who, Not How Concept
25:06 The Power of the Who, Not How Mindset
26:06 Clarity, Confidence, and Capability
28:32 The Importance of Personal Planning Teams
33:38 Understanding Whole Wealth
34:17 The Seven Asset Classes
45:32 The Financial Planning Process
50:34 Conclusion and Next Steps

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

This episode, the guys dive deep into the concept of 'Life 3.0,' an era post-business exit where entrepreneurs can create meaningful, fulfilling lives into what some may call retirement. They discuss the importance of personal planning alongside business and financial planning, offering a comprehensive roadmap to better wealth and well-being. Key topics include the importance of time as a finite resource, the concept of 'who not how,' forming a robust personal planning team, and practical steps for life optimization through various asset classes such as health, relationships, superpowers, and values. The episode also underscores the significance of experiences and provides actionable steps to kickstart the journey towards a fulfilling life post liquidation event or sale of the company.

To learn more about some of the programs recommend for self assessment, here are the various links. "Print" can only be performed through certified professionals. 

Clifton Strengths

KOLBE Index

Working Genius

Chapter Timestamps

00:00 Introduction: The Finite Nature of Time
00:36 Welcome to the Wealth Journey Podcast
01:01 Gratitude and the Concept of 'Who, Not How'
01:22 The Exit Planning Conference Experience
02:25 Collaborating with Cultivate
04:56 The Importance of Small Steps
07:46 The Personal Planning Process
09:24 Building Your Personal Planning Team
13:34 Understanding Yourself Through Assessments
31:24 Exploring Natural Strengths and Working Genius
33:13 The Power of the Clarity Compass
34:41 Identifying and Leveraging Your Superpower
39:14 Optimizing Time and Health Assets
42:34 Building and Auditing Your Health Team
46:38 Enhancing Relationship and Values Assets
53:44 Experience Asset Planning
56:40 Integrating Money and Whole Wealth
58:47 Immediate Action Steps for Life 3.0
01:01:46 Conclusion and Final Thoughts

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Emphasizing a departure from the traditional concept of retirement, Jim Gebhardt and Matthew Grishman dive into the paradox of entrepreneurs' disdain for conventional retirement and the need for holistic personal planning. They highlight the importance of clarity, confidence, and capability in preparing for life after selling a business. They share personal anecdotes, insights from their experiences, and actionable advice for business owners to envision a future rich in meaning and impact, beyond just financial wealth.

To get the book mentioned in the program, "The Majesty of Calmness", you can find it on Amazon HERE.

Key segements

00:00 Introduction to Retirement Concepts

00:53 Introducing the Wealth Journey Podcast

01:18 Gratitude and Family Moments

05:24 Personal Planning and Health

09:04 The Three-Legged Stool of Business Transition

10:51 The Importance of Personal Planning

14:31 Clarity, Confidence, and Capability

22:13 The Importance of Clarity in Personal Planning

24:01 The Confidence Boost from Personal Planning

25:02 Overcoming Quadrant One Addiction

25:58 The Role of Personal Planning in Business Exits

29:48 Protecting Your Confidence at All Costs

33:12 Redefining Treats and Building Sustainable Confidence

34:33 The Power of Capability in Personal Planning

43:07 The Concept of No Arrivals in Business

44:23 The Importance of Personal Planning for a Bigger Future

45:21 Wrapping Up and Next Steps

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Can adveristy be a catalyst to growth? Ever wondered how personal planning can reshape your world? This episode, Matthew Grishman and Jim Gebhardt take you on a journey through personal health challenges that sparked a profound shift in mindset. We explore how seeing challenges as opportunities rather than obstacles can empower you, transforming everyday interactions, like driving, from stress-inducing to empowering experiences. 

Do you fear losing your identity post-retirement? We dissect the emotional hurdles faced during major life transitions, diving into the fears and identity crises many experience when stepping away from their professional lives. By embracing self-awareness and planning, you can sculpt a new identity beyond your job title and find fulfillment in the next chapter of life. We share personal stories and strategies to navigate these transitions smoothly, shedding light on how to redefine your purpose when the traditional work title is no longer in the picture. The four barriers that are keeping us stuck will be identified and clarified in detail.

Entrepreneurs, it's time to rethink your approach to time management and planning for the future. We discuss the critical importance of shifting from a "how" to a "who" mindset, emphasizing collaboration over isolation. By recognizing your blind spots and seeking guidance, you can focus on strategic, non-urgent tasks that drive long-term success. Track your time and evaluate your priorities, empowering you to overcome the barriers of diminishing intent. Join us as we guide you through designing your personal and professional future with intention, ensuring that the next chapter of your life is both purposeful and rewarding.

Request Matthew's White Paper on the three phases of retirement by typing "3 Phases" in the subject line of this email...  info@gebhardtgroupinc.com

Chapter Summaries

(00:00) Gratitude and Personal Planning
Gratitude and personal growth through adversity, shifting mindset from victim to opportunity, and gratitude for health and well-being.

(11:21) Facing Fear and Identity Crisis
Retirement can bring fear and identity crisis, but self-awareness and planning can help build a fulfilling future.

(24:31) Time Management for Entrepreneurs
Entrepreneurs face time management challenges in urgent and important tasks, but should prioritize proactive, non-urgent tasks for long-term success.

(38:51) Transition and Psychological Impact in Entrepreneurship
Former presidents like President Carter plan for personal identity and relationships post-retirement, while also addressing potential emotional challenges.

(44:31) Who, Not How
Entrepreneurs must shift from "how" to "who" mindset, seek help, and plan for personal growth after business.

(52:33) Planning for Entrepreneurial Success
Overcoming barriers and seeking help from others is crucial for entrepreneurs to achieve whole wealth.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

In this first of a four part series, we'll examine why it is that 75% of the business owners regret their business sale after the first year, a statistic that challenges conventional success measures. What if the key to a fulfilling post-business life isn't as much in your financial metrics, but in your personal values? Join us, Matthew Grishman and Jim Gebhardt, on the Whole Wealth Journey Podcast as we explore the profound connection between personal planning and meaningful entrepreneurship. Inspired by the lessons from our fathers, we dive into the world of crafting a life beyond work. From our experience with entrepreneurs in transition post sale of their companies, we emphasize the role of personal planning in shaping a fulfilling journey once life in the business is gone.

Amidst the noise of financial success, have we forgotten the human element? We'll spotlight the often hidden pitfalls of entrepreneurship.a statistic that challenges conventional success measures. We invite you to rethink these metrics by integrating personal fulfillment and future identity into your financial planning. We illuminate the importance of knowing who you want to become after the sale, beyond just maximizing business value, to prevent post-sale regret and nurture a more holistic definition of success.

Fear of losing identity—could this be the silent saboteur in business transitions? As we gear up for our four-part series on personal planning for entrepreneurs, we confront this overlooked barrier. Entrepreneurs often struggle to envision life beyond their current roles, yet it's crucial for a successful transition. We look deep into the dynamics between builders and sustainers in business partnerships and the unsettling prospect of retirement for those who thrive on creation. Through our candid reflections, we offer a roadmap to prepare for the journey beyond entrepreneurship, ensuring clarity and a purpose-driven future.

As mentioned in the episode, you can find the Amazon link to the book "Who Not How" HERE

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Transitioning from work to the later stages of life doesn't have to be daunting. Discover how focusing on "who" can be far more effective than getting lost in the "how." Your hosts, Jim Gebhardt and Matthew Grishman discuss how embracing your unique abilities and outsourcing tasks can transform potential roadblocks into opportunities, with real-life examples like planning a memorable family vacation and adapting to technological shifts. In the world of entrepreneurship, we also tackle the identity crisis many face when stepping out of ownership roles, emphasizing the importance of planning and finding fulfillment beyond business.

Building a strong financial foundation is crucial for navigating business transitions successfully. We underscore the need for comprehensive financial planning and the role of a dedicated wealth management team in achieving clarity after a business exit. As entrepreneurs, it's vital to seek specialized advice rather than relying on familiar but less qualified acquaintances. Explore the complexities of financial planning for business owners and learn how bridging the wealth gap can be tackled with expert support. Our conversation is enriched with personal experiences, illustrating the balance needed in both business and personal life to ensure a prosperous future. Properly utilizing the multiple legs of the stool analogy leads to comprehensive success.

To learn more about the "Who Not How" process, you can find the book in this LINK.

CHAPTER SUMMARIES

(00:00) Whole Wealth Journey Podcast Discussion
Gratitude and vulnerability are explored through personal experiences, highlighting the unexpected lessons and support from family.

(08:34) Unlocking Wealth
Shift mindset to focus on unique abilities, outsource tasks, and find the right people for success in life and business.

(17:58) Preparing Business Owners for the Future
Entrepreneurs face identity crisis when transitioning out of ownership, seeking guidance and support for business exit and personal fulfillment.

(28:26) Financial and Business Team Building
Personal financial planning is crucial for entrepreneurs, who often overlook it until a significant event like an ESOP necessitates a shift in focus.

(39:55) Navigating Business Wealth With Who's
Understanding the value of one's business and the importance of a supportive team for financial planning.

(52:12) Financial Advisory Disclaimer Statement
Jim Gebhardt and Matthew Grishman are financial advisors, not affiliated with each other, providing historical market references for informational purposes.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

This is an encore episode of the introduction to the Whole Wealth Journey process that released previously in August, 2024. It's a good refresher or introduction to your hosts, Matthew Grishman and Jim Gebhardt. Enjoy...

Gratitude is a big part of the Whole Wealth Journey and it’s the staple Jim and Matthew use to kick off each show. But this episode is a bit different. Yes, you'll hear gratitude for a family visit to New York and a bucket-list golf trip to Ireland, but the true purpose of sharing gratitude is revealed … hint … it has nothing to do with money yet everything to do with wealth!

As the conversation continues, Jim can't ignore a recent investment he made in something that left Matthew shocked and (almost) speechless.

Next the fellas dive into the first few elements of The Whole Wealth Journey through the lens of Jim and his wife, Beth, and Matthew and his wife, Amie. The guys reveal what financial security means to them, and what keeps them up at night about money. Their unique perspectives might really surprise you! 

Jim’s and Matthew’s unique stories serve as a gateway to a broader discussion on how childhood experiences shape financial habits and money dynamics within personal and professional partnerships. 

What does financial security look like for you? What keeps you up at night about money? 

To learn more about the Gebhardt Group, visit: https://gebhardtgroupinc.com/

Chapter Summaries
(00:00) Gratitude for Trips and Visits
Gratitude, family, and personal growth are discussed as we share our recent experiences and journeys, including a trip to Ireland and revisiting a ferry after 30 years.

(11:31) Exploring Autonomous Vehicles and Gratitude
Tesla ownership offers economic benefits, minimal maintenance, tax incentives, and potential for autonomous driving, with reflections on gratitude and staying present.

(22:49) Financial Security
Jim and Beth's differing views on financial security as business owners and how it evolves over time.

(36:45) Uncovering Money Histories for Financial Security
Financial security for business owners requires understanding personal relationships with money, influenced by childhood experiences and impacting couples' spending and decision-making.

(46:42) Financial Security Concerns
Understanding financial fears and obstacles can lead to effective solutions for achieving financial security and peace of mind.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Transitioning from business ownership brings its own set of challenges, particularly when one's identity is closely tied to their professional life. Join us, Jim Gebhardt and Matthew Grishman as we dive into the complexities of the "wealth gap," where post-sale lifestyle expectations often clash with prior business earnings. By examining generational differences in exit strategies and the desire for purpose beyond professional success, we'll unpack the identity struggles entrepreneurs face. The discussion highlights the importance of creating passive income and managing risk, an essential step for those looking to shift from high-stakes ventures to more stable investments.

Building a self-sustaining cash flow machine is key, allowing individuals to focus on various investments or philanthropy without external financial reliance. We'll discuss the strategic relationship between risk management and wealth creation, illustrating how excess capacity can enrich one's legacy. Drawing insights from thought leaders like Dan Sullivan and Dr. Benjamin Hardy, we emphasize the importance of intentionality and accountability in closing the wealth gap. Discover how adopting the right strategies can unlock exponential growth and the true potential of any business venture and the subsequent value it represents to the individual owner/s beyond the money alone.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Harnessing the strength of intentionality and the power of clarity, learn how to cultivate a warrior mentality in our fast-paced world. Your hosts, Jim Gebhardt and Matthew Grishman explore the space between stimulus and reaction to develop mental toughness and intentional living. Reflecting on the solitude of the pandemic,  they'll uncover the newfound clarity and simplicity that emerged from the chaos. By stepping back and taking intentional breaks, you'll find resilience and focus, preparing our community to meet life’s hurdles with a clearer perspective and a more intentional approach.

Financial clarity and personal values often travel separate paths in the entrepreneurial world. The guys challenge this notion by introducing the "clarity compass," a tool designed to align financial decisions with core values. Through real-life examples, they highlight how intentional financial planning can significantly enhance well-being and foster meaningful connections. As they gear up for an upcoming conference, they anticipate the enriching exchange of ideas with like-minded individuals, furthering our understanding of the entrepreneurial mindset. Learn how small, purposeful actions, like the story of the old man and the starfish, can spark significant change and gratitude in our lives.

CHAPTER SUMMARIES

(00:00) Recognizing Gratitude and Celebrating Milestones
Gratitude, personal growth, college admissions journey, independence, resilience, parenting philosophies, learning from challenges.

(09:32) Embracing Intentionality With the Clarity Compass
Developing a warrior mentality through internal focus and mental toughness, pausing between stimulus and reaction, and intentional breaks for reflection and resilience.

(18:54) Discovering Purpose Through Financial Clarity
Entrepreneurs' financial decisions should align with core values, driven by continual learning and connection with like-minded individuals.

(32:01) Realigning Values for Financial Clarity
Aligning financial resources with personal values for health and connection, advocating for flat fee approach, and prioritizing intentional decisions for a vibrant life.

(43:28) The Power of Helping One Person
Nature's lesson on making a difference through small actions, illustrated by the parable of the old man and the starfish.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

What if embracing gratitude could transform how you experience life's fleeting moments? Everything is temporary and the need to slow down to reflect on expectations for the future is a requirement. That has to start, however, with recognition that one must be aware in the first place.

Discover how fostering awareness in both personal and  professional relationships can lead to profound growth. We'll talk about the concept of "memory dividends," and the value of investment of time or money or both, where revisiting past memories helps one transition from unconscious incompetence to a state of conscious competence in the journey of awareness. This process, steeped in intentionality and trust, involves facing blind spots and creating spaces for honest conversations. Learn how building awareness enables you to navigate your path more effectively, creating room for growth and opportunity in a variety of settings. 

Uncover the secrets to better communication and financial alignment within partnerships, particularly for couples. Through tools like the Colby A Index, we explore how understanding individual decision-making styles can reduce resentment and enhance cooperation. By embracing differences and focusing on strengths, couples can complement each other more effectively. Learn about actionable insights like personal financial checklists that strengthen partnerships, emphasizing the value of honest self-awareness and open communication as they prepare for future transitions. Join us as we share the enthusiasm for the journey of self-discovery and growth ahead.

As you heard mentioned in the show, simply text us your email address and we'll get you the "Personal Financial Checklist" immediately. You can find the "text us" link at the very top of the show notes. 

Chapter Timestamps

 (00:00) Gratitude for Life's Moments
(07:18) Fostering Awareness in Business Relationships
(20:12) Understanding Communication and Financial Alignment
(28:57) Financial Alignment and Partnership Strengths
(35:38) Embracing Honest Self-Awareness

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Experience the profound journey of personal growth and gratitude in our latest episode, where we celebrate  Matthew's milestone of 3,000 days of sobriety. We'll explore how these accomplishments are not isolated victories but part of a greater tapestry of resilience and transformation. 

Shift your entrepreneurial mindset with our insightful discussion on the critical role of awareness for business owners. Many entrepreneurs confuse high cash flow with true wealth, often to their detriment. We uncover how awareness and courage play pivotal roles in unlocking the real value of your business, enabling strategic and informed decisions. Through understanding the entrepreneurial mindset, where personal effort is seen as the ultimate job security, we equip you with the tools to navigate the complexities of business ownership.

Lastly, we guide you through the enlightening processes of slowing down to speed up, exploring potential risks, and recognizing the immense opportunities within your entrepreneurial journey. By taking meaningful action, supported by a holistic approach to wealth—encompassing numbers, relationships, play, and purpose—you can transform your personal and professional life. Through success stories and personal anecdotes, we stress the importance of integrating play and laughter into daily life, safeguarding confidence, and finding joy amidst the noise. By understanding and utilizing the principals of the 4 "P's", you'll find an understanding of a holistic outcome on your entrepreneurial journey. Join us as we continue to empower you with strategies for building a prosperous and fulfilling future accepting that you want more from your money, than just more money.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

How do you unlock the secrets to a healthier, more fulfilling life ? By harnessing the power of relationships. Can knowing the right people really expedite your path to recovery and growth? Explore the profound influence of connections as we share personal stories of overcoming shoulder injuries and heart conditions, all through the support of remarkable individuals. Our discussion sheds light on the "who, not how" principle, emphasizing the incredible outcomes that result from nurturing meaningful relationships.

Trust and authenticity become pivotal in our exploration of connection, as we recount significant encounters with medical professionals and business allies. Hear how the attentiveness and empathy from doctors can transcend traditional care, creating bonds that elevate patient experiences. We also explore the dynamic world of professional relationships, where trust and shared history with partners have proven invaluable during times of financial crisis. This episode reveals how vulnerability and empathy are not just buzzwords but essential ingredients for building lasting bonds.

Finally, we distill these insights into actionable principles for cultivating trust and connection in all areas of life. From setting boundaries and learning to say no, to expressing gratitude and understanding the subtleties between empathy and sympathy, we highlight how these practices can transform personal and professional interactions. Whether it's through developing a "Client for Life" mentality or mastering time management to prevent overcommitment, our stories and strategies offer a blueprint for a life enriched by genuine, supportive relationships. Join us as we map out a path to leadership and success through the unparalleled power of human connection through empathy and communication resulting in trust.

Chapter Summaries:

(00:01) The Power of Relationships in Health
The power of relationships and gratitude in achieving a fulfilling and successful life, highlighted through personal experiences.

(08:16) The Impact of Trust in Relationships
Presence, trust, and genuine connections impact personal and professional relationships, as seen in medical settings and personal experiences.

(17:29) The Power of Vulnerability in Trust
Vulnerability, empathy, and curiosity can lead to meaningful connections and personal growth in all areas of life.

(28:52) Building Trust Through Understanding
Empathy vs. sympathy, understanding others without shifting focus, importance of being understood, financial tools as analogy, creating spaces for connection.

(43:12) Building Trust Through Relationships
Client for Life concept, building trust, vulnerability, empathy, and collaboration in independent financial planning for sustainable business practices.

(48:51) Five Principles of Trust and Connection
Trust is built through simple principles like showing up on time, keeping promises, and taking responsibility for mistakes.

(56:13) Developing Trust Through Boundaries
Learning to say no and managing time effectively are crucial for leadership, trust, and meaningful relationships.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

What if you could unlock the secrets to raising resilient children and transforming business leadership simultaneously? Discover how shifting focus from participation trophies to genuine resilience can shape future leaders, both at home and in the marketplace. Through personal stories and relatable anecdotes, we'll navigate the journey of parenting styles that emphasize accountability that transfers into lifelong habits at home, in the workplace and in the community. In many cases, childhood sports or group activities are the seeding for these traits.

Building on this foundation, we explore the profound shift from competition to collaboration in the business world. Learn how middle-market entrepreneurs can lead by example, creating cultures that prioritize personal growth and community impact over a zero sum game. By embracing responsibility and fostering environments where learning from challenges is the norm, we address the urgent leadership void present in today's rapidly changing landscape. This episode is a powerful call to action for business leaders to champion internal growth and accountability within their organizations.

Finally, we highlight the often-overlooked aspects of leadership that can significantly enhance business value. From nurturing human and social capital to promoting a culture of trust and innovation, we look deeply into strategies that encourage team members to embrace risks and view mistakes as opportunities for growth. You'll gain insights into fostering team confidence, the art of effective listening, and building a resilient organizational structure. Join us as we unravel the intricacies of leadership that not only fortify businesses but also enrich the communities they touch.

Chapter Summaries

(00:00) Parenting for Leadership and Resilience
Raising resilient children with strong values, avoiding participation trophies, and promoting perseverance in the face of adversity.

(06:45) Creating a Culture of Leadership
Transformative leadership prioritizes personal growth, challenges as learning opportunities, and middle-market entrepreneurs as examples for positive impact.

(10:49) Embracing Leadership for Business Success
Entrepreneurs foster a leadership culture prioritizing team growth, unique ability, risk-taking, and learning from mistakes.

(20:47) Fostering Team Confidence and Growth
Disengaging from Facebook due to lack of meaningful leadership, focusing on inspirational content on Instagram and LinkedIn, and fostering open communication within our team.

(24:55) Building Trust Through Effective Leadership
Leadership in today's complex environment requires genuine listening, receiving feedback, and modeling transparency to build trust and enhance effectiveness.

(29:54) Building Leadership Process and Confidence
Leadership impacts future leaders and organizational capability, fostering curiosity and human connection, and building trust through battle-tested processes.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

After a health scares prompted us to reevaluate our priorities, we realized that gratitude, presence, and confidence play crucial roles in nurturing both personal growth and business success. Embracing emotions like fear and sadness without resistance can enhance resilience, allowing us to focus on being grounded in the moment. By weaving personal stories and insights, we explore how living in the now not only boosts self-assurance but also creates a fulfilling life.

For entrepreneurs, having a clear future vision and a succession plan is essential to building a legacy that withstands the test of time. We discuss navigating the unpredictable challenges that life throws our way, particularly the five Ds—death, divorce, distress, disagreement, or diagnosis—and how these can impact business owners. Sharing our journey with Gebhardt Group, we emphasize the importance of readiness and resilience, all while maintaining focus on potential growth opportunities and ensuring our clients' futures remain secure as well.

Balancing personal and business planning is an art form that many entrepreneurs struggle to master. Through relatable stories and practical advice, we underscore the necessity of aligning personal aspirations with business goals. Whether it's carrying insurance for risk management or the importance of exit planning, we share how breaking down larger goals into manageable steps can lead to a balanced and fulfilling life. Join us and our community as we foster open communication and shared growth on this journey, one step at a time.

CHAPTER SUMMARY

(00:00) Gratitude, Confidence, and Focus
Gratitude, presence, and confidence are emphasized as we discuss living in the now, embracing emotions, and finding clarity and purpose.

(11:51) Future Vision and Succession Planning
Entrepreneurs need a clear vision and purpose, must navigate challenges, prepare for unforeseen changes, and plan for growth.

(17:11) Risk Management and Exit Planning
Managing risks through insurance, exit planning, and personal/business growth are crucial for entrepreneurs.

(22:03) Building Value Through Intangible Capitals
Exit planning creates value in business, emphasizing personal readiness and the role of the Clarity Compass tool.

(33:14) Balancing Personal and Business Planning
Entrepreneurs often prioritize their businesses over personal lives, but aligning goals can lead to a more fulfilling life.

(45:53) Taking One Step at a Time
Confidence, presence, energy, manageable steps, awareness, communication, support, growth in our journey towards our vision.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

What happens when unexpected challenges throw your family into disarray? Imagine having to make tough parenting decisions while nurturing the resilience and gratitude needed to thrive. Hosts, Matthew Grishman and Jim Gebhardt take you through personal journeys of balancing life's chaos while sharing personal stories that help find strength in self-care and maintaining peace amid uncertainty.

Hear how Jim's European adventure transformed family bonds. He recounts the awe-inspiring moments and how vulnerability and cooperation can lead to deeper connections. 

Finally, the guys explore the profound impact of vulnerability both personally and professionally. From enriching relationships through genuine connections to embracing openness in professional settings, they discuss the courage to be authentic. Hear how gratitude can shine a light on hope, even amidst the tragic fires in Los Angeles, illustrating its role in building resilience. True wealth is found in honest, vulnerable connections.

If you would like to learn a little more about Open Invite Trips, you can reach out to Emily HERE

Chapter Summaries
(00:00) Gratitude Amidst Unexpected Challenges
Gratitude and resilience in the face of uncertainty, supporting each other to stay present and grounded.

(12:53) Family Bonding Through European Adventure
Family trip to Europe fosters gratitude, openness, and deeper connection through iconic locations and shared experiences.

(19:38) The Power of Vulnerability and Connection
Vulnerability and connection are transformative in personal and professional settings, emphasizing authenticity and congruence.

(30:49) Building Wealth Through Connection and Vulnerability
Introversion, gratitude, and resilience in the face of tragedy, as seen through the recent fires in Los Angeles.

(39:06) The Power of Vulnerability in Connection
Anonymity and vulnerability are powerful in fostering connections and reducing shame, as seen in a personal story of financial struggles and newfound friendship.

(52:48) Connection Through Vulnerability and Heart
Vulnerability and connection can arise between acquaintances, masking true feelings with "fine," and the historical origins of the password.

(01:01:31) Finding Deeper Connection Through Vulnerability
Embrace vulnerability and build connections through authentic sharing, asking questions, and expressing curiosity in relationships.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Feeling overwhelmed by the general hustle of, well, life? Picture a reality where slowing down is the key to unlocking success and personal growth. In this episode Matthew and Jim explore this concept with a blend of descriptive themes and personal anecdotes. The program begins with reflection on a conversation with a young quantitative finance MBA student, who ahared fresh insights into the realms of AI, cryptocurrency, and Tesla's self-driving innovations. Lightheartedly, the guys ponder the surreal sensation of living in a world reminiscent of "The Jetsons" as they embrace the New Year with a "Say No More List" – a counterintuitive approach inspired by thought leaders like Bo Eason and Dan Sullivan.

In the pursuit of success, does rushing ever really help? There's an art to slowing down, not just as a mantra for mental peace but as a practical strategy for error reduction and quality improvement in both personal and professional arenas. With the support of an accountability partner, Matthew shares his commitment to breaking free from the tyranny of hurriedness, focusing on mindfulness and intention. The conversation also highlights the parallels between opting for slower, healthier lifestyle choices and the broader implications for personal well-being, reinforcing the idea that quality often trumps quantity.

Reflecting on the essence of true wealth, the conversation shifts to the power of gratitude as a cornerstone for building meaningful connections. Gratitude, once a simple feeling, has evolved into a practice that fortifies relationships and enriches lives beyond mere financial metrics. Through personal stories and reflections, the emphasis on the importance of gratitude in fostering trust, empathy, and genuine human connection becomes abundantly clear. Finally, you're invited to share your own gratitude experiences, enriching the Whole Wealth Journey community with stories that underscore the value of relationships in achieving a fuller, more connected life that is more than just making more money with your money.

Chapter Summaries
(00:00) New Year's Resolutions and Saying No
AI, cryptocurrency, and Tesla's self-driving technology intersect in a futuristic discussion on aging, active adult communities, and personal growth.

(06:02) Slowing Down for Success
Slowing down leads to fewer mistakes and improved interactions, emphasizing quality over quantity and making mindful choices.

(12:56) Unleashing the Power of Investment
Commitment to health, gratitude, aligning finances with values, and personal and professional growth through preparation and practice.

(23:30) Connecting With True Wealth Through Relationships
Naysayers' influence, wealth with a Y, relationships, intimate connections, energy, aligning values, building true wealth through meaningful relationships.

(30:56) The Power of Gratitude in Connection
Gratitude is a key component of human connection, ingrained in daily routines and important in responding to life's challenges.

(45:56) Building Connection Through Gratitude and Trust
Gratitude, vulnerability, and curiosity are key to strengthening relationships and bridging differences in a world of diminishing connection.

(50:10) Text Us Your Gratitude Experiences
Listeners can share gratitude experiences via text to enhance future discussions on vulnerability, trust, and true

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

As we navigated the roller coaster of 2024, we found ourselves reflecting on the resilience and gratitude that have become cornerstones of our journey. From the heartache of loss to the overwhelming stress of global uncertainty, each moment taught us invaluable lessons about growth and confidence. Channeling the spirit of Groundhog's Day, we measure our progress not by the absence of challenges but by the gratitude we find in the journey itself, embracing the inevitable stress as a catalyst for personal and professional evolution.

Our discussion takes a turn as we explore the power of intention and accountability. By shedding habits that no longer serve us—like self-loathing and negativity—we create space for self-love and personal growth. We draw inspiration from a couple on the brink of retirement, discovering that financial freedom isn't just about saving, but about living intentionally and investing in experiences that yield lifelong "memory dividends." Investments in experiences are forgotten costs. This approach challenges the traditional financial mindset and invites us to reimagine our priorities as we prepare for 2025.

Embracing personal growth becomes our anthem as we look to the future. Through tools like CliftonStrengths, we uncover the profound impact of self-awareness on our interactions and relationships. By understanding our strengths and limitations, we show up more authentically, balancing empathy (Matthew) and responsibility (Jim). As our journey into "whole wealth" unfolds, we are excited to share candid stories, insights, and new for 2025, book reviews and even a few industry rants, all with the aim of empowering you to embrace your own path of growth and self-discovery.

Chapter Summaries:
(00:00) Reflections on Gratitude and Resilience
Gratitude and reflection during the holiday season, navigating challenges and expressing growth and confidence in wealth management and health.

(03:45) Measuring Progress With Gratitude
Nature's predictable yet changing nature in starting a new year, reflecting on progress, setting goals, and enhancing impact.

(13:56) Embracing Intention and Accountability
Rejecting negative habits and setting intentions for intentional living, including finances, to promote self-love and growth.

(25:40) Reimagining Retirement and Financial Priorities
Bill Perkins' "Die With Zero" challenges traditional financial advising, emphasizing intentional spending for meaningful experiences.

(39:47) Personal Responsibility and Self-Care
Balancing personal authenticity and professional responsibilities, using CliftonStrengths, self-care, breaking free from beliefs, and putting oneself first.

(46:35) Embracing Personal Growth in 2025
CliftonStrengths, personal growth, empathy, responsibility, adaptability, whole wealth, book reviews, personal rants, guest appearances, authentic narrative, valuable insights.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Reflecting back to a certain Christmas Eve five years ago, we embarked on a journey that reshaped our approach to finances by aligning them with life's true purpose. That pivotal moment, intertwined with unexpected connections and encounters, taught us the value of authenticity and vulnerability. With stories rich in serendipity and meaningful coincidences, we celebrate the unpredictability of life and the profound impact of embracing it with gratitude.

As we continue to navigate the aftermath of global events, effects from the pandemic like supply chain disruptions and the memorable toilet paper shortages, we've unearthed profound lessons in gratitude and resilience. These challenges have been catalysts for personal growth and have altered societal relationships, pushing us towards self-reliance and away from codependency. Our discussions mirror a hero's journey, emphasizing the strength developed through trials and the determination to face future uncertainties with confidence, amidst political and economic anxieties.

Finally, we close with a festive reimagining of a reading by Matthew of his interpretation of "Twas the Night Before Christmas," reflecting the Gebhardt Group's unique approach to to your whole wealth journey. As we embrace the joy and gratitude of the holiday season, let's celebrate the power of partnership and our shared mission to help you achieve your dreams and leave you with a greeting for a very merry Christmas holiday.

Chapter Highlights

(00:00) The Whole Wealth Journey
Gratitude for connections made on our financial journey, reflections on health challenges, and embracing life's unpredictability.

(14:40) Lessons of Gratitude and Resilience
Past global events have shaped behaviors and relationships, fostering personal growth and resilience amidst uncertainties.

(26:51) The Wealth Journey Festive Celebration
How about that night before Christmas?

(33:36) Investment Advice Disclaimer

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Can a simple change in your workout routine transform your perspective on life? Uncover the unexpected benefits of ditching distractions as we share personal stories of growth from skepticism to appreciation. We'll explore how shifting from judgment to curiosity can enrich our everyday interactions, highlighting the profound impact of being fully present and embracing life's nuances.

The episode takes an emotional turn as we reflect on love and loss, emphasizing the deep connections forged in times of celebration and grief. Through heartfelt anecdotes, we discuss the importance of living fully and cherishing each moment, while also confronting life's finite nature. This narrative invites reflection on what truly matters, urging us to foster meaningful relationships and approach life's uncertainties with courage and presence.

Finally, we explore the essence of empowering confidence amid societal pressures. We delve into intentional financial decision-making, challenging conventional wisdom and encouraging a personalized approach to wealth management. By examining generational wealth strategies and the value of aligning finances with personal values, we underscore the significance of purpose and intentionality in both financial and personal growth. And the story of the Rothschilds and the Vanderbilts, well, that's one you're just going to have to listen to comprehend.

Chapter Summaries
(00:00) Fitness Community Observations and Curiosity
Mindfulness and curiosity lead to appreciation for Lifetime Fitness, as we reflect on judgments and routines.

(10:02) Reconnecting Through Loss and Celebration
Reflections on mortality and the value of living fully, embracing uncertainty, and fostering connections with others.

(15:29) Empowering Confidence in Children
Anxiety in society, protecting confidence, managing stress, and distinguishing between self-confidence and external validation.

(25:20) Intentional Financial Decision Making
Intentionality in financial decisions, tax issues with 401ks, critique of tax deferral, and need for strategic planning.

(35:43) Financial Planning and Client Preparation
Financial planning software limitations, preparing for market shifts, proactive risk management, and personalizing strategies for clients.

(45:52) The Complexity of Financial Planning
Financial planning involves aligning resources with priorities, avoiding complex investments, and simplifying as clients age.

(58:19) Generational Wealth
Nature's contrasting approaches to family wealth management, advocating for using wealth for experiences and creating lasting legacies.

(01:04:52) Relationships and Self-Worth Wealth
Evolution from financial sobriety to embracing whole wealth journey, addressing challenges like conflict resolution and self-worth.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Have you ever sat down and really thought about the best investment you ever made? Was it a business idea? A real estate venture? A hot stock? Join your hosts Matthew Grishman and Jim Gebhardt, as they reveal the best investments they’ve ever made as wealth advisors and lifelong entrepreneurs. 

Kicking off each episode with gratitude, this week the guys explore the significance these best investments have had on their business and personal lives. Hint: these life-changing investments are what ultimately brought Matthew and Jim together in business and friendship. 

The conversation shifts to how the guys help their entrepreneur clients begin building the blueprint for living Life 3.0. It starts with recognizing what you have the most control over in the world of finance and investing: risk, taxes, and cash flow. Yes, you have more control over these than you might think! 

Discover the true value of collaborating with great tax professionals who challenge conventional thinking. But beware, tax schemes loom around every corner! Matthew and Jim share valuable insight on some of the hidden taxes inside different investment products you may own inside your investment accounts. Awareness is essential for the entrepreneur seeking what’s next! 

Finally, the guys explore the nuances of how estate planning fits in to building your Blueprint. They weave together insights to craft a comprehensive blueprint for living Life 3.0, creating the legacy you want, and how you can protect the generational wealth required to see that legacy through. 

CHAPTER SUMMARIES
(00:00) Investing in Self-Gratitude
Nature's warmth in summer, investing in oneself, moving to California, adapting to new environment, personal growth and relationships.

(10:29) Strategic Tax Planning for Entrepreneurs
Collaborate with CPAs for tax planning, tailor strategies to individual circumstances, and consider future implications beyond monetary gains.

(23:57) Estate Planning and Tax Strategies
Estate planning and life insurance can prevent financial burdens, while ETFs offer tax efficiency and control in investment strategies.

(34:51) Mastering Intentional Spending and Wealth Accumulation
10-10-10 principle helps manage impulse purchases and highlights the importance of intentional spending and financial awareness.

(44:45) Building Generational Wealth Blueprint
Estate planning, margins of safety, and Life 3.0 are crucial for creating and preserving generational wealth.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Risk is a huge part of entrepreneurship. But it’s more than a numbers game—it's about identifying where your finances stray from your core values and life goals. As we come closer to the end of the financial planning stage of the Whole Wealth Journey, we dive deeply into the realm of risk management and the unique risks facing entrepreneurs. 

Join us as we share insights gained from a lifetime of entrepreneurship - plus three decades of helping other successful entrepreneurs discover what’s next. Whether navigating the emotional complexities of business exit planning or optimizing tax strategies for lifetime income and legacy planning, our discussion emphasizes the importance of taking all the time you need for planning your whole wealth journey. 

Matthew will introduce you to a 79-year-old entrepreneur who’s discovering what’s next after becoming the best in the world at his craft, a career of selflessly helping others. How does he begin to explore Life 3.0, and will he allow Matthew the opportunity to help?

Jim will offer us some insight on the power and purpose of an Employee Stock Ownership Plan (ESOP) as a potential risk gamechanger for business owners. We revisit a pivotal conversation with Jim’s old friend, Tommy, a very forward-thinking entrepreneur who leveraged an ESOP to not only secure critical hires, but also gain a competitive edge that completely separated his business from the competition.  

Through personal stories infused with vulnerability and hints of sarcasm, you’ll hear firsthand how we guide entrepreneurs through the world of wealth management - how they think about money, how they create it, use it, invest it, risk it, improve their relationship with it, so ultimately … they can be free of it. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Imagine a tool that can pinpoint the very essence of what drives your decisions—from the significant financial ones to the seemingly trivial daily choices. Our latest episode introduces the Clarity Compass, an innovative approach that starts with a simple card game to help uncover and prioritize your core values. This journey is about more than just identifying what matters; it's about transforming those values into a guiding force that leads to enhanced personal joy and fulfillment. We also confront common hurdles like the hesitance to invest in oneself and reveal how aligning financial decisions with personal values can be profoundly empowering.

For entrepreneurs grappling with the work-play balance, we explore how defining play can transform both personal and professional relationships. Whether it's seeking adventure or finding peace, understanding what play means to you—and your partners—can strengthen bonds and lead to healthier dynamics. Through engaging stories, like Jim's trip to Ireland or the journey of our client Dorothy, we underscore the power of supporting each other's values and embracing the uniqueness that each person brings to a relationship. 

Moreover, we unveil the art of crafting a financial plan that resonates with your core values. Dorothy's inspiring tale of newfound independence and enriched family connections shines a light on the potential of aligning financial resources with personal aspirations. Join us as we equip you with strategies to translate your personal aspirations into a life of intention and fulfillment through the process we call, "The Clarity Compass." 

Chapter Summaries:

(00:00) Discovering Your Core Values
The Clarity Compass helps identify core values, align financial resources, and make intentional decisions for personal fulfillment.

(08:44) Understanding Play and Individual Values
Play is important for entrepreneurs to define individually, support in partnerships, and embrace unique contributions.

(15:59) Creating a Life-Altering Financial Plan
An elderly woman's transformative journey through health, freedom, family, and relationships with the help of technology and financial resources.

(26:58) Blueprinting Financial Goals and Action Steps
Creating a blueprint helps achieve personal and financial goals by translating values into actionable steps.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

In the hustle of entrepreneurship, finding quiet time isn't just a luxury—it's a necessity. This is where one finds clarity about their innermost values and begins to get in motion. Through personal stories and professional insights, Jim and Matthew emphasize the importance of taking intentional breaks, advocating for the rejuvenating power of two-week vacations. Their discussion goes deep into financial core values guiding you down a path to aligning your financial resources with what truly drives your dreams and goals. Join the guys as they reflect on mindfulness techniques to find inner calm, focusing on the techniques to find congruency in life and business so both can be purposeful and rewarding.

Consider this episode a break from the grind, a chance for self-discovery, to rise above life's minutiae, much like accessing the calm of a mountain summit - one of the greatest spots for gaining clarity in life.

If you would like to learn more about the Kolbe assesment, you can find it in this LINK.


Chapter Summaries:
(00:00) Gratitude for New Beginnings and Reflection
Celebrating new family member, self-discovery in relationships, defining personal stories, intentionality, and gaining clarity through reflection.

(11:15) Finding Quiet Time for Success
Entrepreneurs need quiet time and extended vacations to disconnect from work and prioritize well-being and productivity.

(15:11) Discovering Your Financial Core Values
Understanding personal values, visions, and motivations in financial planning, with a focus on finding deeper purpose beyond wealth accumulation.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Ever wonder how a simple vacation can morph into a powerful metaphor for financial success? This episode begins with the anticipation of a serene vacation on the California coast, challenging us to depart from our daily grind as “human-doings” to embrace the essence of what we truly are: human beings. From there, we are reminded of the importance of lifelong learning and growth for the benefit of helping others. Hear all about Jim’s journey back into the classroom, this time to become an expert in exit planning for the entrepreneurs and business owner clients Gebhardt Group, Inc. serves. Together we discover so many intriguing parallels between business exit strategies and the foundational stages of entrepreneurship, underscoring the vital role of finishing what we start.

Our conversation then takes a practical turn, honing in on the nuts and bolts of personal finance and connecting the dots between business and personal finances. We break down foundational expenses into six core categories, offering a much simpler and clearer path to gaining control over where your money goes each month. By tracking these expenses over time, you can uncover valuable data about how you actually use your money. Learn how to take more control by fostering a proactive approach to personal financial management with 100% detachment from chasing financial perfection.

Bringing it all together, we reflect on a memorable backpacking trip in Yosemite with Matthew’s cousin David, Hell's Kitchen Season Six winner, who through story, teaches us the valuable concept of "shaving ounces." This principle of making small, incremental changes can be applied to so many areas of our wealth and our lives – learn here how to apply it to the parts of life that matter most. Ultimately, we come full circle to see how the tools discussed on today’s show help us to show up fully in the present moment, eliminate scarcity, realize the true abundance in our lives, and see all of the Whole Wealth we have been able to create.

If you would like to learn more about your whole wealth journey visit: https://gebhardtgroupinc.com/

(00:00) Gratitude and Profit
Gratitude, learning, and commitment are discussed, including the parallels between business exit planning and entrepreneurship.

(11:12) Financial Assessment and Action Plans
Manage personal finances by categorizing expenses, tracking trends, and preparing for unexpected costs.

(22:46) Small Changes Lead to Financial Success
Nature's lesson in personal finance: small changes, like reducing expenses, can lead to significant savings and can be applied to other areas of life.

(28:26) Creating a Vision for Tomorrow
Reclaim power by being aware of current situation, setting time limit to process past mistakes, and creating vision for prosperous future.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Ever wondered why authenticity is crucial for entrepreneurial success? This episode, Jim and Matthew take you into the vitality of living a congruent financial life. The guys unravel the importance of managing personal and professional finances with equal discipline, sharing insights on how authenticity fosters peace and gratitude. Learn from their own trials and triumphs how adopting disciplined financial behaviors can pave the way for greater success. They'll also guide you through the critical process of understanding your financial standing, likening it to a fitness routine that celebrates incremental progress over time by looking backward for improvement not at unrealistic horizons. The significance of knowing your net worth and understanding balance sheets can only benefit your business mastery. Decision making becomes much more clear when you know what the real picture looks like, what your profit and loss statements are telling you. 

The conversation then begs some work to tackle the tough topics every entrepreneur faces: from making swift decisions in critical situations to mastering the operational aspects of a business. Hear real-life stories about the complexities of balancing craft mastery with business management and the emotional journey of overcoming financial burdens. They'll discuss the often-overlooked necessity of personal and financial preparedness for life after business ownership. How was the business valuation prepared, what does your exit planning look like, if at all? And finally, what about that "burnout" and the significance of pausing to reassess and redirect your energy, ensuring your entrepreneurial spirit remains ignited? Learn to appreciate "The Law of Diminishing Intent" and how progress begins with telling the truth. That's where personal growth really shines.

To learn more about The Whole Wealth Journey, visit https://gebhardtgroupinc.com/
To get the book E-Myth Revisited by Michael Gerber, you can click on the link below: https://www.amazon.com/Myth-Revisited-Small-Businesses-About/dp/0887307280/ref=asc_df_0887307280/?tag=hyprod-20&linkCode=df0&hvadid=693671725874&hvpos=&hvnetw=g&hvrand=11518453818217731005&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9032466&hvtargid=pla-361791162205&psc=1&mcid=80e7fd31f3933957a8672d97925724d0

Chapter Summaries:
(00:00) Gratitude for Milestone Birthdays and Clarity
Joyful birthday celebrations, unique cocktails, and personal growth through Strategic Coach program in the Gebhardt family.

(04:25) Living a Congruent Financial Life
Embracing authenticity brings peace and gratitude, financial congruency is important for entrepreneurs, balancing personal and professional finances is challenging.

(10:37) Measuring Progress in Arrears
Understanding our financial status through balance sheets and consistent evaluation, similar to fitness routines.

(21:39) The Entrepreneur's Guide to Business Mastery
Tri

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

How do you recharge your energy—solitary moments of reflection or the buzz of social interactions? Join your hosts, Jim Gebhardt and Matthew Grishman in a fascinating discussion about the intricate dance between introvert and extrovert and how our energy sources shape our lives. They share insights from their own journeys, including the joy of a new friendship with Richie, a younger golf buddy who brings a fresh perspective and vitality into Jim's life.  Explore the significance of surrounding ourselves with those who uplift us and the power of solitude in fostering personal growth.

The conversation then transitions to the four cornerstones of financial security and holistic wealth. The guys break down People, Passion, Play, and Prosperity, illustrating how intentional financial decisions can lead to more than just monetary success. From forming meaningful relationships and pursuing passionate endeavors to finding joy in play, the approach to wealth encompasses all aspects of life. For business owners looking to transition out of their enterprises, they'll underscore the necessity of having a well-defined plan for passion and play to ensure a purpose-driven life post-retirement.

Finally, they redefine prosperity beyond financial metrics to include health, future stability, and the quality of relationships. By focusing on personal values and clarity, JIm and Matthew emphasize the importance of investing time and energy into our most significant connections. The "concentric circles" exercise helps  prioritize these relationships, aligning efforts with those who matter most.

To learn more about the journey to Whole Wealth, visit www.Gebhardtwholewealth.com

Episode Highlights:
(04:42 - 05:57) Revelation on Introverts vs. Extroverts
(15:54 - 16:42) Money Mindset and Intentionality Clarity
(20:02 - 21:16) The Importance of Having a Playbook
(28:43 - 29:37) Passion in Entrepreneurship
(37:18 - 39:48) Passion for Public Speaking and Fulfillment
(43:04 - 44:25) Exploring Generational Attitudes Towards Play
(48:11 - 48:43) Retirement Dreams and Custom Homes
(53:04 - 54:04) Financial Planning and Client Discovery
(56:53 - 57:49) Understanding Whole Wealth Alignment
Chapter Summaries
(00:00) Gratitude for Energy and Self-Discovery
Introversion vs. extroversion, surrounding ourselves with energizing people, embracing solitude, and reconciling outward behaviors with internal needs.

(14:24) Wealth Building Beyond Financial Security
Intentionality with money, meaningful relationships, passionate pursuits, and a game plan for a fulfilling life.

(22:24) Defining Prosperity Through Passion and People
Prosperity encompasses more than just financial wealth, including health and stability, and is achieved through clarity, values, and prioritizing relationships.

(31:38) Exploring Childhood Dreams and Passion
Childhood dreams shape passions, evolving over time and guiding others towards financial goals, inspiring purpose and passion.

(43:24) Embracing Play for Prosperity
Integrating play into life, balancing work and leisure, planning for life after work, and pursuing passions in retirement.

(57:49) Financial Alignment for Personal Assets
Align personal and business finances with values, build a stable foundation, and treat assets strategically.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Gratitude is a big part of the Whole Wealth Journey and it’s the staple Jim and Matthew use to kick off each show. But this episode is a bit different. Yes, you'll hear gratitude for a family visit to New York and a bucket-list golf trip to Ireland, but the true purpose of sharing gratitude is revealed … hint … it has nothing to do with money yet everything to do with wealth!

As the conversation continues, Jim can't ignore a recent investment he made in something that left Matthew shocked and (almost) speechless.

Next the fellas dive into the first few elements of The Whole Wealth Journey through the lens of Jim and his wife, Beth, and Matthew and his wife, Amie. The guys reveal what financial security means to them, and what keeps them up at night about money. Their unique perspectives might really surprise you! 

Jim’s and Matthew’s unique stories serve as a gateway to a broader discussion on how childhood experiences shape financial habits and money dynamics within personal and professional partnerships. 

What does financial security look like for you? What keeps you up at night about money? 

To learn more about the Gebhardt Group, visit: https://gebhardtgroupinc.com/

Chapter Summaries
(00:00) Gratitude for Trips and Visits
Gratitude, family, and personal growth are discussed as we share our recent experiences and journeys, including a trip to Ireland and revisiting a ferry after 30 years.

(11:31) Exploring Autonomous Vehicles and Gratitude
Tesla ownership offers economic benefits, minimal maintenance, tax incentives, and potential for autonomous driving, with reflections on gratitude and staying present.

(22:49) Financial Security
Jim and Beth's differing views on financial security as business owners and how it evolves over time.

(36:45) Uncovering Money Histories for Financial Security
Financial security for business owners requires understanding personal relationships with money, influenced by childhood experiences and impacting couples' spending and decision-making.

(46:42) Financial Security Concerns
Understanding financial fears and obstacles can lead to effective solutions for achieving financial security and peace of mind.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

What if you could redefine wealth to truly enrich your life? Join us, Matthew Grishman and Jim Gebhardt as we embark on a remarkable journey, starting with heartfelt reflections for an upcoming bucket list golf trip to Southern Ireland and a joyous family reunion of sorts in Barcelona, capturing the essence of gratitude and the thrill of planning unforgettable experiences.

This episode uncovers the profound concept of "wealth with a why," highlighting how genuine experiences can far surpass mere financial accumulation. Through personal stories and client anecdotes, we illustrate how wealth becomes a tool for creating transformative adventures and cherished memories with loved ones. Discover the true value of wealth, not just in assets, but in the connections and moments that truly matter.

In a powerful recount, we delve into the entrepreneurial spirit with a remarkable story of a father's courageous leap into starting a business at 56. We explore the fears, challenges, and eventual rewards of pursuing an independent path, and how this journey influenced the founding of Gebhardt Group. From personal values to client relationships, this episode emphasizes the importance of defining success on our own terms and embracing the concept of "whole wealth." Enjoy this inspiring discussion that redefines what it means to be truly wealthy and how we truly believe that our practice is the way to accomplish a whole wealth outcome.
To learn more about the Gebhardt Group, visit: https://gebhardtgroupinc.com/

Episode Highlights
(01:53 - 03:00) Golf Bucket List Trip to Ireland
(10:54 - 12:48) Journey With Branding Agency and Show
(20:17 - 21:20) Unconventional Wealth Perspectives
(22:57 - 24:00) Self-Centered Reflections on Future Plans
(31:00 - 32:01) Financial Planning Frustrations and Epiphany
(35:01 - 36:26) Successful Transition of Client Accounts
(40:59 - 43:25) Rebranding and Redefining Wealth Management
(48:38 - 49:38) Exploring Wealth and Relationships

Chapter Summaries
(00:00) Gratitude and Wealth Creation Trip
Gratitude for virtual podcast format, health improvements, and upcoming bucket list golf trip to Ireland and family reunion in Barcelona.

(09:02) Wealth With a Y
Wealth can be used to create meaningful experiences and connections, rather than solely focusing on financial accumulation.

(21:20) A Father's Entrepreneurial Journey
Father's abrupt resignation led to starting a roofing business in Syracuse, NY, with challenges in harsh winters.

(28:22) Transition to Entrepreneurship
Personal anecdotes and support from family and friends led to the establishment of Gebhardt Group, a fulfilling career built on integrity and genuine client relationships.

(36:27) Family, Entrepreneurship, and Whole Wealth
Father's resignation letter inspires entrepreneurial journey, supported by wife, Gebhardt Group's unique approach to wealth management based on personal values and relationships.

(48:39) Whole Wealth Journey Curriculum
Exploring wealth curriculum, asset classes, relationships with money, people, and ourselves, with vulnerability and resources available on our website.

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

How would your life change if your financial decisions truly aligned with your core values? Get ready as we, Matthew Grishman and Jim Gebhardt, transform your money mindset with the evolution of Financial Sobriety to The Whole Wealth Journey. We share our holistic approach to wealth, focusing on the significance of integrating financial strategies with personal fulfillment and core values. Listen as we reflect on our experiences, highlighting the power of gratitude, meaningful relationships, and the importance of connecting with new people. By finding your 'why,' this episode sets the stage for a life resonant with your true self.Join us as we reflect on our five and a half-year journey with Financial Sobriety and the evolution of our wealth management practice. We discuss aligning our podcast’s mission with our work, emphasizing the need to concentrate on clients we best serve and enjoy working with. Personal stories of overcoming health challenges and striving for healthier relationships with money, ourselves, and others will inspire you to approach financial decisions with intentionality and clarity. This chapter of our journey aims to guide you towards achieving financial sobriety, enriching both your financial and personal lives.Finally, we dive into the deeper meaning of financial planning beyond mere monetary gains. Reflecting on our experiences with clients, we emphasize aligning financial choices with personal values and passions. Whether it's investing in your children's future or supporting charitable causes, financial decisions should support your life goals. We also discuss the entrepreneurial mindset and the importance of having a purpose beyond financial success. We'll close with essential insights into planning for both wealth and well-being, encouraging you to join us on the Whole Wealth journey. To learn more about The Whole Wealth Journey and how it can apply to you, visit: https://gebhardtgroupinc.com/

Episode Highlight Timestamps
(07:09 - 08:47) Evolution of Financial Sobriety
(12:38 - 13:29) Unique Money Relationship Education
(15:31 - 17:31) Redefining Wealth and Financial Education
(19:58 - 21:23) Wealth as a Journey of Self-Discovery
(22:43 - 23:58) Wealth and Values
(34:35 - 35:37) Elevating the Wealth Conversation
(39:39 - 40:55) Entrepreneurial Mindset Beyond Business
(44:15 - 45:14) Transitioning From Corporate to Independent
(46:19 - 48:55) Entrepreneurial Journey and Self-Discovery
(51:08 - 52:15) Evolving Wealth Journey and Impact

Chapter Summaries
(00:00) Whole Wealth JourneyRebranding to The Whole Wealth Journey, aligning finances with values, gratitude for health and relationships, finding personal fulfillment.
(07:58) The Path to Financial AlignmentOur journey with Financial Sobriety and wealth management, overcoming health challenges, and achieving intentionality in decisions and relationships.
(14:22) Financial Awakening and Next StepsTransformative journey of aligning financial life with purpose and values, breaking free from generational habits, nurturing healthy relationships.
(19:58) The Purpose of Wealth JourneyFinancial Sobriety leads to self-discovery and purpose, aligning values with plans and leveraging expertise for a richer life.(26:53) Elevating the Money ConversationFinancial planning should align with personal values and passions, prioritize life goals, and distinguish good de

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Ever found yourself battling the morning blues and desperately searching for a silver lining? Your hosts, Jim Gebhardt and Matthew Grishman start with an uplifting reminder that gratitude isn't just an emotion, but a practice that can pivot your entire day from dismal to delightful. As the guys peel back the layers of this transformative mindset, you'll discover that even the peskiest tech glitches and tight schedules can lead to positivity and even unexpected growth.As you've heard on previous episodes, tracking milestones might just be the secret sauce to celebrating life's little victories... and BIG ones. We're not just talking numbers here, but the profound sense of achievement that comes from acknowledging our progress. Whether it's a fitness milestone or a newfound discipline in financial planning, you'll hear the beauty of progress tracking. By removing judgment and embracing each step as valuable data, we're equipped to make choices that steer our lives forward. From lifting heavier weights to nurturing professional growth, the conversation aims to inspire you to embrace your own journey of self-improvement with the power of personal accountability.As the guys navigate the unpredictable currents of financial stress and economic uncertainty, they'll also explore the broader impact on the American psyche and how leadership through example can inspire profound change within our communities. Actions speak louder than words, a lesson that resonates through personal health to societal influence. Amp up your motivation to lead a purpose-driven life that ignites change, as they share stories that celebrate the joy of contributing to something greater than ourselves. When we lead by example, the change we seek becomes a reality.For more information about Financial Sobriety, or to purchase the book, visit www.yourfinancialsobriety.com

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney. 

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode.  You can follow us on Instagram @thewholewealthjourney.