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On the show
Recent episodes
Episode 167: A Holiday Reflection on Wealth, Health and Purpose. (Encore Episode)
Dec 24, 2025
34m 49s
Episode 166: Living Your "Why" by Understanding Who, Not How.
Dec 4, 2025
40m 00s
Episode 165: Shaping Your Financial Story. Preparing for Life After the Exit.
Nov 20, 2025
39m 12s
Episode 164: The Entrepreneur's Clarity and the Right to Say "No".
Nov 6, 2025
39m 28s
A Studio Outtake With Guest, Grace Gebhardt.
Oct 23, 2025
6m 51s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 12/24/25 | Episode 167: A Holiday Reflection on Wealth, Health and Purpose. (Encore Episode)✨ | wealthhealth+4 | — | Gebhardt Group, Inc. | — | wealthhealth+7 | — | 34m 49s | |
| 12/4/25 | Episode 166: Living Your "Why" by Understanding Who, Not How. | We would love to hear what you have to say about this episode. Please send us a text. 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... | 40m 00s | ||||||
| 11/20/25 | Episode 165: Shaping Your Financial Story. Preparing for Life After the Exit. | We would love to hear what you have to say about this episode. Please send us a text. 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?”... | 39m 12s | ||||||
| 11/6/25 | Episode 164: The Entrepreneur's Clarity and the Right to Say "No". | We would love to hear what you have to say about this episode. Please send us a text. 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 t... | 39m 28s | ||||||
| 10/23/25 | A Studio Outtake With Guest, Grace Gebhardt. | We would love to hear what you have to say about this episode. Please send us a text. 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... | 6m 51s | ||||||
| 10/23/25 | Episode 163: Unpacking Your Story - An Entrepreneurs Journey From Scarcity to Security. | We would love to hear what you have to say about this episode. Please send us a text. 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, a... | 42m 33s | ||||||
| 10/9/25 | Episode 162: Entrepreneurial Wealth Assessment - Fulfillment Beyond the Financials. | We would love to hear what you have to say about this episode. Please send us a text. 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 ... | 36m 34s | ||||||
| 9/25/25 | Episode 161: Entrepreneur's Personal Planning Series Wrap-Up. | We would love to hear what you have to say about this episode. Please send us a text. 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 ... | 53m 31s | ||||||
| 9/11/25 | Episode 160: Personal Planning. A Practical, Proven Process for Entrepreneurs. | We would love to hear what you have to say about this episode. Please send us a text. 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, t... | 1h 03m 45s | ||||||
| 8/28/25 | Episode 159: Entrepreneurs Empowered. The Essential Guide to Personal Planning Before Retirement. | We would love to hear what you have to say about this episode. Please send us a text. 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 ac... | 49m 18s | ||||||
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| 8/14/25 | Episode 158: The Four Barriers Holding Holding You Back From Personal Planning Success | We would love to hear what you have to say about this episode. Please send us a text. 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 e... | 58m 32s | ||||||
| 7/31/25 | Episode 157: Personal Planning - The Key to Successful Post Business Transitions. | We would love to hear what you have to say about this episode. Please send us a text. 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 ex... | 30m 42s | ||||||
| 7/17/25 | Episode 156: Understanding the Leverage of "Who Not How" for Business Success | We would love to hear what you have to say about this episode. Please send us a text. 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 ada... | 53m 20s | ||||||
| 6/19/25 | Episode 155: Encore Edition. How the Whole Wealth Journey Begins. | We would love to hear what you have to say about this episode. Please send us a text. 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 fami... | 1h 04m 51s | ||||||
| 6/5/25 | Episode 154: Bridging the Wealth Gap - Where You Are vs Where You Want to Be | We would love to hear what you have to say about this episode. Please send us a text. 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... | 59m 14s | ||||||
| 5/22/25 | Episode 153: Wealth Built With Clarity and Intentionality. | We would love to hear what you have to say about this episode. Please send us a text. 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 chao... | 48m 50s | ||||||
| 5/8/25 | Episode 152: Financial Clarity Begins With Personal Awareness | We would love to hear what you have to say about this episode. Please send us a text. 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 ta... | 40m 52s | ||||||
| 4/24/25 | Episode 151: Entrepreneurial Awareness and the Principle of the Four P's. | We would love to hear what you have to say about this episode. Please send us a text. 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... | 43m 58s | ||||||
| 4/10/25 | Episode 150: Building Trust in Relationships Through Interest, Communication and Empathy | We would love to hear what you have to say about this episode. Please send us a text. 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, ... | 1h 02m 53s | ||||||
| 3/27/25 | Episode 149: Leadership Inspires Culture and Confidence. | We would love to hear what you have to say about this episode. Please send us a text. 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 li... | 46m 58s | ||||||
| 2/27/25 | Episode 148: Fostering Resilience with Confidence and Clarity. | We would love to hear what you have to say about this episode. Please send us a text. 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 o... | 51m 13s | ||||||
| 1/28/25 | Episode 147: Embracing Vulnerability for Deeper Connection. | We would love to hear what you have to say about this episode. Please send us a text. 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 ... | 1h 06m 07s | ||||||
| 1/14/25 | Episode 146: The Epicenter of Wealth Begins With an Understanding of Gratitude. | We would love to hear what you have to say about this episode. Please send us a text. 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, c... | 54m 30s | ||||||
| 1/7/25 | Episode 145: Peeking Into 2025 With Intention NOT Resolution. | We would love to hear what you have to say about this episode. Please send us a text. 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 g... | 1h 01m 07s | ||||||
| 12/24/24 | Episode 144: A Holiday Reflection on Five Years of the Journey Toward Whole Wealth. | We would love to hear what you have to say about this episode. Please send us a text. 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 ... | 34m 49s | ||||||
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