The Whole Wealth Journey

Gebhardt Group, Inc. •gebhardtgroupinc.com

The Whole Wealth Journey podcast, hosted by Jim Gebhardt and Matthew Grishman, offers a transformative approach to wealth and personal growth for entrepreneurs seeking Wealth With a Why™. Originally known as Financial Sobriety, the show evolved from Matthew's personal struggle with money and self-worth, to a comprehensive exploration of true wealth and human connection.

The podcast now focuses on the concept of Whole Wealth, emphasizing that wealth is more than just financial assets—it's about the people, places, and experiences that truly matter. Jim and Matthew guide listeners through a journey of self-discovery, helping them uncover their unique "why" that drives them forward.

Episodes cover a wide range of topics, including personal growth, financial stability, and mental wellness. Jim and Matthew share personal stories, invite guests to contribute their expertise, and provide practical strategies for listeners to implement in their own lives. The show's approach aligns with Gebhardt Group's philosophy of curiosity and compassion, understanding each individual's unique money story and crafting financial solutions that resonate with their deepest values and intentions.

Similar to the experience of the firm’s private clients, The Whole Wealth Journey takes podcast listeners through a four-step process: Unpacking Your Story, Defining Your Story, Shaping Your Story, and Living Your Why. This holistic approach helps entrepreneurs not only achieve financial success but also cultivate meaningful relationships, personal fulfillment, and a lasting legacy.

By addressing the emotional and psychological aspects of wealth alongside financial advice, The Whole Wealth Journey offers a path to genuine financial wellness and empowers listeners to live a life that is true to their whole selves.

You can find Matthew and Jim delivering Wealth With a Why™ at www.gebhardtwholewealth.com

Last refreshed: July 15th, 2025 at 11:30 AM ⓘ

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Episodes

Episode 14: My People - Inevitable Conflict

We would love to hear what you have to say about this episode. Please send us a text. Continuing the trilogy of "My People", Inevitable Oonflict is just that. Hear how Matthew and Jim work thru the processes with supportive acronyms to help you along the way to managing conflict in your life. Avoiding conflict to begin with, dealing with resolving conflict once it's occurred and consequences of criticism and judgement that can come with conflict. Lastly, the biggest issue in conflict baggage is ...

Jun 09, 2020•43 min

Episode 13: My People - Concentric Circles

We would love to hear what you have to say about this episode. Please send us a text. The next Chapter of Financial Sobriety deals with "My People" and this episode of concentric circles leads you from the center outward to others in rings one, two and three. Unlike a donut, these circles won't impact your weight but they can weigh on your emotions and impact your decisions with money. Listen as Matthew and Jim take you on a roundabout journey to an awesome, practical and applicable ending. For ...

May 27, 2020•30 min

Episode 12: Individual Growth and Capability.

We would love to hear what you have to say about this episode. Please send us a text. Clarity, confidence and capability. Has the "shelter in place" allowed us to become more capable in who we are as individuals? Listen as Matthew Grishman and Jim Gebhardt discuss the tremendous opportunities that have been presented by our current situation and how to be certain you're doing what you can to be better prepared for what life is going to look like when the economy begins to open up. One thing is f...

May 19, 2020•42 min

Episode 11B: The Epicenter of Wealth - Maintaining Trust

We would love to hear what you have to say about this episode. Please send us a text. The second part of episode 11 is the closure of The Epicenter of Wealth segment. Maintaining Trust. Hear the explanation and value of 5 to Thrive as the pillars on which to build for common decency and respect and, of course, trust. There's very little to debate as you'll hear from Matthew Grishman and Jim Gebhardt in their discussion of these principals for building trust in your relationships. Gratitude, Vuln...

May 12, 2020•39 min

Episode 11a: Epicenter of Wealth - Establishing Trust

We would love to hear what you have to say about this episode. Please send us a text. There's a reason for 11a. There's an 11b coming next. The topic and discussion on trust was too solid, too valuable with too much information to put all the content into a lengthy episode, hence the 11b coming up. Trust follows the prior episodes of Gratitude and Vulnerability and really hits home to close out the trilogy in the module on the Epicenter of Wealth. This is what it's all about. The human centric v...

May 05, 2020•32 min

Special Episode: Protecting Your Confidence in a Crisis

We would love to hear what you have to say about this episode. Please send us a text. You get beat down. The constant drumming of negativity amid growing fear and concern begin to rattle your confidence. Your sense of well being and security are challenged. Todays' Special Edition was created specifically for the purpose of providing you details and ways to help protect, maintain and even boost your confidence. Learn some new tools to develop your bandwith of confidence and refuse to fall into t...

Apr 27, 2020•40 min

Episode 10: Epicenter of Wealth - Vulnerability

We would love to hear what you have to say about this episode. Please send us a text. This second of the three segments making up "The Epicenter of Wealth" is one of the most contemporary elements and possibly most difficult to exhibit, relative to relationships today. The interpersonal play of human vulnerability is the topic of conversation you'll want to join as your hosts Matthew Grishman and Jim Gebhardt dive deep into the essence of what makes others attractive. Why is reality TV so popula...

Apr 21, 2020•35 min

Episode 9: Epicenter of Wealth - Gratitude

We would love to hear what you have to say about this episode. Please send us a text. Epicenter of Wealth is the next module of Financial Sobriety. Matthew and Jim now take you on a journey that is much more personal than previous lessons where the defining elements were wrapped around the awareness or money. This module delves into a deeper sense of worth and opens with "Gratitude". Given the recording was done on one of the worst days the stock market has ever seen and is in the midst of the C...

Apr 07, 2020•35 min

Episode 8: The Blueprint Module's Enemy - Resistance.

We would love to hear what you have to say about this episode. Please send us a text. This third segment of The Blueprint Module concludes with the discussion of "Resistance". What could potentially destroy the foundation you've built and plans you've put in place? Risks to avoid and the understanding of the challenges that will most certainly creep into your best laid plans. Matthew and Jim describe their own personal stories of one of the biggest elements of resistance: Lifestyle Inflation. Yo...

Mar 24, 2020•38 min

Episode 7: The Blueprint Module Continued. Building on the foundation.

We would love to hear what you have to say about this episode. Please send us a text. In this episode, Matthew and Jim continue to take you on the project of the construction of the family blueprints by discussing wealth in a variety of ways. Asset classes, money timelines based on need and risk elements as they relate to the asset distribution of your wealth. Remember, you don't need all your money today! In spite of the current economic climate, there still needs to be a plan. As a matter of f...

Mar 17, 2020•38 min

Special Episode: Control and Perspective

We would love to hear what you have to say about this episode. Please send us a text. Your hosts, Matthew Grishman and Jim Gebhardt recognize the gravity and toll the constant negativity and fear of uncertainty can place on a person. This most unconventional Special Edition, stops down the financial discussion and looks inward to the personal realities we're all facing with the overwhelming concerns for one's well being, the well being of family and the frightening financial situation that is lo...

Mar 17, 2020•32 min

Episode 6: The Blueprint - Building the foundation.

We would love to hear what you have to say about this episode. Please send us a text. You've been doing your work and getting things sorted out with the process of having a better relationship with your money. Congratulations! As you know, your hosts Matthew and Jim are not only proud of where you are now but you've been hearing the association to construction in that you need that foundation built before anything. You're getting there and now some of the fun begins. This is where you begin the ...

Mar 03, 2020•46 min

Special Episode: Uninvited friends, Worry and Fear have come to the party.

We would love to hear what you have to say about this episode. Please send us a text. This "Special Episode" has been released to calm some of the concerns when the stock market does what the stock market is supposed to do. This has been a perpetual party long overdue to end. Listen to a different approach as Matthew and Jim share their opinions, views and experience on market volatility and the unique position they take with regard to volatility with Financial Sobriety in mind. You can learn mo...

Feb 26, 2020•21 min

Episode 5: Top of the Mountain.

We would love to hear what you have to say about this episode. Please send us a text. Jim and Matthew take you on an entertaining journey today as they share stories relevant to the next steps in the Financial Sobriety process. Getting focused, a look from the top of the mountain. You'll hear about the four principles for direction and guidance, a great exercise with a deck of cards, but not your ordinary deck of cards, and you'll begin your action plan of fulfillment. It's all part of the proce...

Feb 18, 2020•27 min

Episode 4: Your family as a business. Your balance sheet and P&L explained.

We would love to hear what you have to say about this episode. Please send us a text. Listen to the beginning of the process and the first steps necessary as you start your journey to Financial Sobriety. Matthew and Jim identify and explain, in detail, the very first requirements to getting your financial house in order. The balance sheet and your family profit and loss statement. You'll learn your net worth and how to manage your household budget like a business. Anecdotal and personal stories ...

Feb 04, 2020•50 min

Episode 3: Bag o' Crap and FORM explained.

We would love to hear what you have to say about this episode. Please send us a text. In this episode, hear Matthew and Jim give you the history of "bag o' crap", their stories on money and wealth and the true meaning and relationship they have to each. You'll also get the steps to take inventory of what you have... in more ways than one and the details of FORM, Family/Occupation/Recreation/Money, will be discussed along with the necessary steps you can take to continue your journey to Financial...

Jan 16, 2020•49 min

Episode 2: Getting back on track. How the journey begins.

We would love to hear what you have to say about this episode. Please send us a text. In this second episode of Financial Sobriety, hear your hosts Matthew and Jim explain the beginning of the journey to financial health. Getting financially sober requires some steps and you'll hear both personal and client stories as the start of the process is clearly spelled out. Let them take you on that first step with specific direction, if you're willing and able. With descriptive and simple suggestions, ...

Jan 14, 2020•28 min

Episode 1: Matthews Story...The financial trainwreck

We would love to hear what you have to say about this episode. Please send us a text. Financial Sobriety is the personal journey of Matthew Grishman and how it almost cost him his family, his wealth, his life. A rock star presenter to financial advisors for his products and services, he had a devastating secret. His own finances were a trainwreck. Hear how he went from living large with a six figure income... to broke. Financial Sobriety is about rebuilding your life and your relationship with m...

Jan 14, 2020•38 min

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