We would love to hear what you have to say about this episode. Please send us a text. Longevity risk. This could be one of the most devastating challenges to long life. If statistics bear out, the "baby boom" generation is going to represent the longest living demographic ever in the history of the country and that means a greater percentage of the population over the age of 85. And that means a greater drain on resources for health care, living expenses and housing. Your hosts, Matthew Grishman...
Jun 14, 2022•43 min
We would love to hear what you have to say about this episode. Please send us a text. Part two of a riveting discussion with David Woods Bartley takes us to the conversation of his darkness with depression and what led to his standing on the ledge of the Forresthill bridge about to release his grip on the cool steel post that was all that separated him from life and death. It's the story of human connection and hope that reveal the reason to live and the subsequent life that has been built aroun...
Jun 01, 2022•44 min
We would love to hear what you have to say about this episode. Please send us a text. May is Mental Health Awareness month and with so many things to be concerned about from the economy, global crisis with the environment and war, to Covid and our very own personal situations with whatever else it is we're all dealing with, it seemed a fitting time to address how good mental health is actually a solid path to Financial Sobriety. Today's guest, David Woods Bartley was talked off the edge of a bri...
May 31, 2022•42 min
We would love to hear what you have to say about this episode. Please send us a text. Matthew and Jim take a little different journey in this episode as they do get a bit technical, tutorial even. The discussion wraps around your understanding and tolerance of risk and the exposure you may unknowingly have hidden in various funds. You'll get a discussion and better understanding of how bonds work and how in this current environment of rising interest rates, bonds may not be the "safe" bet and ma...
May 17, 2022•1 hr 1 min
We would love to hear what you have to say about this episode. Please send us a text. How do you identify risk to your retirement expectations? In this episode, Matthew and Jim introduce the ten financial risks you have no control over. But what can you do about them? Ah... that's going to be the discussion that starts today and continues as the series on risk answers the myriad of questions that arise.For more information about your hosts Matthew Grishman and Jim Gebhardt, or to learn more abou...
May 03, 2022•39 min
We would love to hear what you have to say about this episode. Please send us a text. Matthew and Jim continue the conversation with their producer, Ace, (aka Jeff)in the aftermath of a serious health issue about the significance of preparation in the event of an unforeseen situation. Is your financial house in order? Is there somebody other than you who knows where everything of importance is? Do they know your passwords? What are you forgetting about? Listen to hear the discussion and options ...
Apr 18, 2022•39 min
We would love to hear what you have to say about this episode. Please send us a text. Join Matthew and Jim as they have a very candid discussion with their producer Jeff, aka Ace, about a recent health incident that could have resulted in his passing. A rare congenital heart condition called a Myocardial Bridge wreaked havoc on his health. The story continues with complications to the next steps in the process of a correction to his diagnosis. If you know of anyone with a heart condition or who ...
Apr 05, 2022•58 min
We would love to hear what you have to say about this episode. Please send us a text. Could trust without judgement radically change the world? Join Jim and Matthew for the discussion on how trust and empathy create leadership, connection and community. If humanity is more alike than different, wouldn't that allow for more compromise and understanding? If you were able to better control your emotions versus being controlled by them, do you think there could be more peace in the environment? Is i...
Mar 29, 2022•37 min
We would love to hear what you have to say about this episode. Please send us a text. How often have you known you made an emotional vs rational decision? What was the outcome? More often than not, emotional vs rational or logical decisions are not in your best interest. Jim and Matthew share both stories and a technique you can use to make better decisions and diffuse those irrational, emotional decisions that can occur if you allow them. You may find, in practice, this simple exercise could li...
Mar 15, 2022•43 min
We would love to hear what you have to say about this episode. Please send us a text. Mediocrity. You know it when you see it, or hear it, or feel it. Usually it's not a good feeling as most of us prefer something, no, most of us expect something better. But after two long years of sequestering, fear for and of many things including our health, sometimes just getting by with a mediocre performance has become acceptable. Or has it? In a turbulent market with your retirement at stake, is mediocre ...
Mar 01, 2022•56 min
We would love to hear what you have to say about this episode. Please send us a text. If the first part of this two part episode got your attention, Part 2 is really going to bring that messaging home. Patience is key in a dynamic market. The lesson that history repeats itself could not be more clear as Matthew and Jim walk you through the very though process you'll need to understand and accept the changes in the market and how they can wreak havoc on your expectations or, if you're paying atte...
Feb 16, 2022•25 min
We would love to hear what you have to say about this episode. Please send us a text. Bull Market, Bear Market, Correction, Crash... all have been bantered around in the vernacular of stock, investment and retirement talk. This is a necessary discussion and you'll likely be shocked by some of the truths that are told in today's first part of two on what may seem dramatic to your portfolio. Especially if you're already, or just about to retire. What can you do, what should you do, and what might ...
Feb 15, 2022•42 min
We would love to hear what you have to say about this episode. Please send us a text. This second part of the two part series with Julia Nicholson continues the discussion of dealing with grief and loss and looking at them from a different perspective. What you'll learn is the process for dealing with the "its" in life. Julia shares her five framed steps to change the way you deal with the challenges in life and how to get from "not wanting to live like this anymore", to taking the steps to live...
Feb 01, 2022•50 min
We would love to hear what you have to say about this episode. Please send us a text. While the title seems ominous the story is not. Matthew and Jim talk with TedX speaker and guest Julia Nicholson about her experiences with loss, personal tragedy and death in her life. This first part of a two part episode reveals the basis of Julia's experience and her story. From a tragic and disfiguring accident at the age of 18 that lead to a series of experiences that created the person she has become tod...
Jan 18, 2022•53 min
We would love to hear what you have to say about this episode. Please send us a text. Happy New Year! And with that come the usual "obligatory" resolutions, right? Wrong! Listen to the approach Jim and Matthew share as they discuss building a year with intentionality vs regret for failed resolutions. C'mon, we all know they don't work for most of us anyway. Learn the steps to take to get your year off to a great start and end with you intentions well received. Have a great new year and a great n...
Jan 04, 2022•32 min
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 recent market activity 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 first e...
Dec 21, 2021•53 min
We would love to hear what you have to say about this episode. Please send us a text. As we head deeper into the holiday season, what better way to demonstrate financial sobriety than to share a story of need and success as it relates to some of our most misunderstood families and children... those in the Foster Care System. Today, Jim and Matthew speak with Heidi White, Educator and Church Relations Director for The Alliance: defending the causes of kids and families. You'll hear the true stori...
Dec 07, 2021•52 min
We would love to hear what you have to say about this episode. Please send us a text. The continuation of this most entertaining discussion continues with Betsaida LeBron not only sharing the definition of play vs humor, but giving us an example of something we can do around the dinner table for the Thanksgiving holiday. Everyone in studio gets in the game for a good laugh as they participate in a playful spirit. This is one time we say "Do try this at home!". For more information on how you can...
Nov 24, 2021•31 min
We would love to hear what you have to say about this episode. Please send us a text. Join Jim and Matthew as they discuss the process of bringing out the inner child in your life with Improv Comedian Betsaida LeBron. Learn how to get back to the play and fun you remember as a child by losing the mask and armor of years of protection having to be built. This first of a two part episode unveils the process Betsaida had to go through to get herself in a space where she knew she belonged. If you've...
Nov 23, 2021•40 min
We would love to hear what you have to say about this episode. Please send us a text. In a slightly different twist, join Jim and Matthew today as they discuss the value proposition for the upcoming event starting November 15th. The Visa Hangover Challenge will shed light on the steps you can take to avoid the headache that occurs for so many in January when that holiday Visa bill shows up. You can change the behavior to make January a welcome month with the excitement upon the arrival of that V...
Nov 09, 2021•22 min
We would love to hear what you have to say about this episode. Please send us a text. It's almost the holidays and it's no secret that can create a nightmare for those not prepared for the spend. Today's episode is the first of a two part series on getting ready for the holidays and not sending yourself into a full on depression when the bills come in January. Matthew tells an anecdotal story and Jim shares his perspective on what's around the corner this year. These next two programs are the pr...
Oct 26, 2021•38 min
We would love to hear what you have to say about this episode. Please send us a text. This second part of preventing the VISA Hangover gets into the meat of the matter. Saying "NO" more. Your hosts, Matthew and Jim will not only reflect on the value of saying "NO" more but they'll give you specific examples of the benefit when you do so. It's not as simple as you may think. In addition, full details on getting registered for "The Say No More Challenge" live video presentation starting November 1...
Oct 22, 2021•34 min
We would love to hear what you have to say about this episode. Please send us a text. Dr. Rishi Menon returns to close out his conversations with Matthew and Jim with a medical discussion about the perceptions of science and its' influence on the human psyche. Especially as it relates to Covid 19 and the vaccination to prevent the disease...or at least minimize its' effects. While there are no earth shattering revelations, there is a great discussion about how MRNA affects the body and its' abil...
Oct 12, 2021•44 min
We would love to hear what you have to say about this episode. Please send us a text. This second part of Market Meltdown Memories gets deeper into the elements of what caused the failures of major companies in the 2008 collapse, like Merrill Lynch and Lehman Brothers. The bailouts, especially for insurance company AIG and the resulting book entitled "Too big to fail" are part of the discussion as Matthew and Jim reflect on the past crash and the relationship it may or may not have to todays' ma...
Sep 29, 2021•23 min
We would love to hear what you have to say about this episode. Please send us a text. All too often, we tend to attempt to forget the past but it's no secret that history repeats itself. That's the subject of today's discussion as conversations around the office, or around the virtual world of zoom are beginning to creep up with questions of the economy's health and the stock markets long upward trend. Is it time of reconsideration of placement of assets? Matthew and Jim begin a spirited convers...
Sep 28, 2021•29 min
We would love to hear what you have to say about this episode. Please send us a text. Continuing the discussion with Dr. Rishi Menon, Matthew and Jim dig a little deeper into the impact of "imposter syndrome" as it affects and impacts loved ones beyond self. Dr. Menon goes on to discuss treating the mental health aspect of what may have caused an condition and treating the whole person vs. just managing the symptoms. He speaks from personal experience and relates his situation to so many he peop...
Sep 22, 2021•37 min
We would love to hear what you have to say about this episode. Please send us a text. Today's episode reveals a look into the reality that even the most respected of professions has its' shortcomings and challenges when it comes to the personal side of those in that practice. Hosts jim Gebhardt and Matthew Grishman speak with a very special guest and personal friend of Matthew's on what began a spiral into self-doubt and substance abuse. Dr. Rishi Menon, a practicing cardiologist,and member of a...
Sep 21, 2021•38 min
We would love to hear what you have to say about this episode. Please send us a text. As our "Teach Your Children" series winds down for the summer, one of the critical "Pay thyself first" comprehensions has to be not only the "why" but the "how". In this episode, Matthew and Jim share both their own personal stories with their children as well as the direction you can take to help your children understand the value of the discipline to make an investment in themselves and do it in a proper mann...
Sep 07, 2021•32 min
We would love to hear what you have to say about this episode. Please send us a text. So you're following along with your hosts Matthew Grishman and Jim Gebhardt and your children are making progress, all excited about that first job and that first paycheck, right? But what happens next is the crux of this episode. The money isn't right! Who took my money? How do you explain to your children how and why what they get paid hourly isn't what they're going to take home from their efforts at work? T...
Aug 24, 2021•29 min
We would love to hear what you have to say about this episode. Please send us a text. We're getting toward the end of summer and your hosts Matthew Grishman and Jim Gebhardt have been holding class on teaching your children about many of the attributes of building wealth and money as they relate to somebody just getting started in their earning career. Now comes the moment of truth when an income stream is recognized. Wealth building is a marathon, not a sprint but only if one is diligent in doi...
Aug 10, 2021•38 min
