The Whole Wealth Journey - podcast cover

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

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Episodes

Episode 43: Teach Your Children - Clarity Compass

We would love to hear what you have to say about this episode. Please send us a text. If you're thinking it seems like you just heard an episode last week, you're correct. This whole teach your children concept provides so much value, the intent is to get as much of it completed while the kids are out of school and still at home. In this episode, your hosts, Matthew Grishman and Jim Gebhardt dig just a little deeper into the education of our children on what's important to them. Getting clarity ...

Aug 03, 202126 min

Episode 42: Teach your Children - Child Tax Credit means you've got money!

We would love to hear what you have to say about this episode. Please send us a text. What if you could count on your state school system to educate, not only your child, but every child on financial literacy? What would that look like 20 years from now as those children grew into leadership, adulthood, government? Pretty amazing I would think. You'll hear about Rhode Island's new bill SB349 in today's episode and what better time to roll that right into the federal child tax credit that was rec...

Jul 27, 202146 min

Episode 41: Teach your Children - The value of a dollar

We would love to hear what you have to say about this episode. Please send us a text. Continuing the theme of teaching your children, this episode digs into respecting the value of money from an early age with some tutorial elements to help you with your children in the process of learning about the value of a dollar. The concepts may be simple in theory but the actual practice is invaluable. For more information on Financial Sobriety or to reach Matthew Grishman, visit www.yourfinancialsobriety...

Jul 13, 202138 min

Episode 40: Teach Your Children - The three C's (not color, cut and clarity!)

We would love to hear what you have to say about this episode. Please send us a text. Teach your children. Seems like it should be so simple but unfortunately, as you'll hear and maybe even more likely, have already learned, the absolute manual on successful childrearing doesn't seem to have yet been written and demonstrated. Kids financial literacy is important, and your hosts, Matthew Grishman and Jim Gebhardt will get there but it starts way before that. In this episode you'll learn the three...

Jun 29, 202144 min

Episode 39: A graduation of sorts and halftime break.

We would love to hear what you have to say about this episode. Please send us a text. The grand re-opening has happened, things are appearing to be back to normal. But are they? Likely not and that's why today's episode is so important. Yeah, we know it's a little long, but we didn't want to split it into two parts and make you wait another week when the topic is so significant and the process one that needs to be completed sooner than later. Graduation. We've been through something and yes, it'...

Jun 15, 20211 hr 1 min

Episode 38: Overwhelm - At least three simple steps to remedy.

We would love to hear what you have to say about this episode. Please send us a text. Following up on last episode's discussion of overwhelm and how it can impact so many of your decisions, including serious financial ones, Matthew and Jim revisit the tried and true, proven solutions to minimize that overwhelm. Ease off the pressure, the sense of urgency or FOMO (fear of missing out). Lose the spontaneity and regain the intentionality of what you do. Look, nobody wants to relapse, but it happens...

Jun 01, 202137 min

Episode 37: Overwhelm - Chaos comes in as the masks come off.

We would love to hear what you have to say about this episode. Please send us a text. The pandemic is beginning to release it's grip on our lives. On our lifestyles. But are we ready to fully re-engage in that which we had longed for? Are we ready for what normal was? Or will things never be like that "normal" was ever again? In this episode, Matthew and Jim relate to the overwhelm so many are feeling with the seemingly sudden return to demands on time and the effect of a quick return to busines...

May 19, 202128 min

Episode 36: The Grand Reopening, Part II. Beth and Jim on the Clarity Compass.

We would love to hear what you have to say about this episode. Please send us a text. This second part of a two part program on revisiting the Clarity Compass with our very own Beth and Jim Gebhardt portends some very candid and revealing discussion about both the personal side of the process for them both, but also the professional side of things as well. As the continuation of Beth's first foray into the Clarity Compass, Jim joins in the conversation and shares his experience of participating,...

May 04, 202142 min

Episode 35: The Grand Re-opening of America. Part I

We would love to hear what you have to say about this episode. Please send us a text. The re-opening of the country signifies a milestone in the battle against COVID but what about the battle of your finances? In this episode, Matthew interviews Jim and Beth Gebhardt as "guest" of the program and what it was like for them to follow the steps in Episode 5 "Top of the Mountain" with regard to the "Clarity Compass". Now that there is an opportunity to spend again, isn't it critical that you spend o...

Apr 21, 202137 min

Episode 34: Melissa Bernstein's journey continues with her startling revelation.

We would love to hear what you have to say about this episode. Please send us a text. This second part of the discussion with Melissa Bernstein reveals her deepest and darkest moment in life. Identified as Existential Depression, she shares the steps she's taken, the stories she's learned, the actions she does that help her deal with her diagnosis. She also takes you down the path of self realization and the encouragement to understand you are not alone. As a result of her journey, Lifelines was...

Apr 06, 202141 min

Episode 33: Melissa Bernstein of Melissa and Doug Toys, shares a surprising journey.

We would love to hear what you have to say about this episode. Please send us a text. As the month of March continues the theme of "relationship with self", Matthew and Jim have an incredible discussion with Melissa Bernstein of Melissa and Doug Toys. Hear how even when you have everything, including passion, purpose and love, life still may not be the completion of fulfillment. This is part 1 of a two part program that will set the stage for the wonderful side of things before turning to the se...

Mar 23, 202139 min

Episode 32: How nutritional well being makes for better financial decisions.

We would love to hear what you have to say about this episode. Please send us a text. The topic of today's show is the first for the month wrapped around the relationship with self. If you're not healthy physically, how can you ever be healthy with your relationship with money? Matthew and Jim have an incredible conversation with a master nutritionist, meal planner and author of Eat Naked Kitchen, Margaret Floyd Barry. If making change for improved health and lifestyle is important to you, sit d...

Mar 09, 202158 min

Episode 31: Finance February. Mortgage Expert Brad L'Engle's tips to customize your largest expense.

We would love to hear what you have to say about this episode. Please send us a text. Mortgages can be confusing. There are many different varieties and on today's show, Matthew and Jim take you down the line with a professional, Brad L'Engle. He's a part of the team of professionals they work with to answer questions they may only know superficially but rely on the expertise of a pro to help guide a client properly along the way. For more information on Brad or to get a free consultation, you c...

Feb 23, 202158 min

Episode 30: Finance February. The Impact Of Options For Financing A New Vehicle

We would love to hear what you have to say about this episode. Please send us a text. Your Financial Sobriety team has deemed February the month of financing awareness. That means knowing how interest impacts you and the ramifications of making the best choices when you have a decision to make. Learn about the process and options when making that second biggest purchase next to your home, a new vehicle. John Driebe, owner of "For Any Auto Group" shares from his 40+ years as a dealer representing...

Feb 09, 202141 min

Episode 29: Bo Eason shares why saying "no" more gets you closer to your goals.

We would love to hear what you have to say about this episode. Please send us a text. Join your hosts Matthew Grishman and Jim Gebhardt as they discuss accomplishing your goals for 2021 with Bo Eason, former NFL safety, playwright and actor, author and coach. Learning how to say "no" more could be the single greatest asset you have in allowing yourself to grow more and meet your new year declarations. A must hear episode.For more information visit www.yourfinancialsobriety.comTo get Bo Eason's n...

Jan 26, 202145 min

Episode 28: Don't screw up 2021! Tips to start the new year off better.

We would love to hear what you have to say about this episode. Please send us a text. Welcome to the first show of 2021! This episode helps you absorb the challenges of the year past with some great insights for the year ahead with admission of little guilt in spending over the holidays. Your hosts Jim Gebhardt and Matthew Grishman quickly take you to an interview with a couple not unlike many of you, who are working hard to get to a semblance of financial security with the tools from Financial ...

Jan 12, 202147 min

Episode 27: What A Year It's Been Indeed.

We would love to hear what you have to say about this episode. Please send us a text. 2020. A lot is going to be said about this in retrospect and your hosts, Jim and Matthew, take a look back at the one year anniversary mark of the podcast, Financial Sobriety, to give a little perspective and celebrate just a bit. It has been one very strange year indeed. They also introduce an encore version from the segment on "Relationship with People" based around conflict. How appropriate as we enter into ...

Dec 29, 20201 hr 4 min

Episode 26: Holiday Greeting and Matthew's Story Encore.

We would love to hear what you have to say about this episode. Please send us a text. As the year winds down but financial requirements for year end increase, Jim and Matthew found the ability to satisfy the most pressing needs during the re-instated Covid lockdowns a little too daunting to get the next episode properly recorded and produced, so for a great refresher on gratitude and the reason for the program's success in the first place, here's a little holiday greeting followed by the very fi...

Dec 15, 202039 min

Episode 25: Holiday Season Pre Game Steps.

We would love to hear what you have to say about this episode. Please send us a text. This special holiday episode deals with a startling revelation of relapse and the consequences of choice. The holidays are stressors, no doubt and coupled with the additional anxiety of separation from friends and family, could possibly cause all your hard work of saving to evaporate. Your hosts, Matthew Grishman and Jim Gebhardt take a different approach in this conversation by examining the options of the pai...

Dec 01, 202031 min

Episode 24: Bringing It All Together Part 3

We would love to hear what you have to say about this episode. Please send us a text. This third and final episode in the "Bringing it all together" closing trilogy, does just that. It brings to a close the first series of podcasts introducing the curriculum of "Financial Sobriety" with the last theme of your relationship with self. Hear how the program will unfold going forward, guests and interaction with others at various stages of becoming more financially sober. If you would like to give fe...

Nov 17, 202022 min

Special Edition: The Election

We would love to hear what you have to say about this episode. Please send us a text. Today's episode takes a very poignant look at the election as it's happening. No political positions for Donald Trump or Joe Biden. No partisan statement conservatively Republican or liberally Democrat. Just a look at what we might anticipate, what we may be able to prepare for and a whole lot of hope that there's a human element in our country's divide going forward; Whomever the leader of the free world happe...

Nov 03, 202026 min

Episode 23: Bringing It All Together Part II

We would love to hear what you have to say about this episode. Please send us a text. Continuing along the journey of wrapping things up from the compilation of episodes to date, "Bringing it all Together"covers the midsection of prior discussions about your relationship with people and the infamous "5 to Thrive". If you don't recall this key component of establishing trust, then listen up and refresh your memory as Matthew and Jim take you down memory lane from prior episodes of Financial Sobri...

Oct 20, 202024 min

Episode 22: Bringing It All Together, Part 1

We would love to hear what you have to say about this episode. Please send us a text. Well, you've made it through the entire process for the first time. Congratulations! Listen as Matthew Grishman and Jim Gebhardt bring it all together in a great summary of the past 21 episodes. It's a beautiful recap of the significant elements of the past 9 months and what a journey it's been. No need to remind you, things were different when the program launched in January to where we are today. But througho...

Oct 06, 202030 min

Episode 21: Relationship with Self - Rest and Rehydration

We would love to hear what you have to say about this episode. Please send us a text. We all need it but many of us don't do it. Matthew and Jim discuss the requisite downtime that is so necessary to not only being healthy but allows you to make better decisions in general and more specifically, about your finances. Can a stressed out, overworked, exhausted mind be trusted to handle the complexities of making lifelong decisions? Find out why not and what to do about it as the final episode on "R...

Sep 22, 202042 min

Episode 20: Relationship With Self - Unique Ability

We would love to hear what you have to say about this episode. Please send us a text. As Matthew states in this episode, the two most significant days in your life are the day you were born and the day you realize what your purpose in life is. Finding your "Unique Ability" is a process. Easier for some than others. But getting there is the difference between living a life fulfilled vs living a life of challenge. Settling into a life wrapped around your unique ability is both discussed and demons...

Sep 08, 202047 min

Episode 19: Relationship with Self - Taking Off The Mask , the Real You

We would love to hear what you have to say about this episode. Please send us a text. That mask you've been wearing may have been with you a long, long time. Isn't time to understand how you can take it off to better learn to deal with your money? Maybe learn why you deal with your money the way you do? See the freedom it provides when people and you, know your real self. This is a heavy episode. Taking that mask off requires mental, spiritual and physical self-care. You're building and nurturin...

Aug 25, 202036 min

Ep 18: Relationship With Self - Shower To Showtime

We would love to hear what you have to say about this episode. Please send us a text. Continuing the chapter on "Relatonship with Self", your hosts Jim Gebhardt and Matthew Grishman dig deep into what it is about putting that mask on that gives you some sense of comfort...or is it discomfort? Hear them tell their stories of the polished presence of pristine they felt they needed to convey until they dug deep and developed a different perspective on what was most important. Hint: it ain't what yo...

Aug 11, 202030 min

Ep 17: Relationship with Self - Quit Hiding Behind The Mask

We would love to hear what you have to say about this episode. Please send us a text. As the "Relationship with Self" continues, your Financial Sobriety becomes more and more personal and in this episode, your relationship with money is clearly reflected in your relationship with the person you see in the mirror everyday. Ironically, we're all told we must wear masks now to prevent the virus from spreading but is the mask you've been wearing for years, and we all have one or two or three or more...

Jul 28, 202041 min

Episode 16: Relationship With Self - Hey Jew, Where's Your Horn?

We would love to hear what you have to say about this episode. Please send us a text. The continuing process of becoming intentional with your money has now moved into the next series of episodes on "Relationship with Self". These are the truly interpersonal reasons for your relationship with money and a look deep inside one's self reveals years of rationalizations as to why things have been done the way they've been done. This episode is a very real, very raw revelation of how life influences t...

Jul 14, 202033 min

Episode 15: Couples and Money

We would love to hear what you have to say about this episode. Please send us a text. There's never a dull moment when it comes to couples and money, especially knowing it's the #1 cause of divorce. Finances and the topic alone as a discussion scare many married couples and often, it's left unchecked until resentment builds and BOOM! The fireworks go off. Here Matthew, Jim and Jim's wife Beth, discuss this very sensitive topic and some of the ways they've learned to deal with it to the benefit o...

Jun 23, 202038 min
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