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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
Triage in medical and business contexts, separating craft from management, and delegating tasks for business growth.

(30:42) Net Worth Assessment and Progress
Assess personal finances, understand the law of diminishing intent, challenge negative perception of debt, and consistently show up for progress.

(38:13) Preparing for

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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.

We would love to hear what you have to say about this episode. Please send us a text.

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.

We would love to hear what you have to say about this episode. Please send us a text.

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.

We would love to hear what you have to say about this episode. Please send us a text.

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 debt from bad debt.
(35:37) Entrepreneur Mindset Beyond MoneySuccessful entrepreneurs may feel empty despite financial success; aligning resources with passion and purpose is crucial.
(44:15) Entrepreneurship, Ownership Culture, and Financial SobrietyTransition from corporate to entrepreneurship, mental shift, self-responsibility, overcom

We would love to hear what you have to say about this episode. Please send us a text.

We would love to hear what you have to say about this episode. Please send us a text.

We would love to hear what you have to say about this episode. Please send us a text.