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 fo ..read more

Can blaming debt for your financial struggles actually make things worse? This episode challenges Dave Ramsey's anti-debt stance, arguing that it might be causing parents to miss key opportunities for investing in their children's futures. Instead of fostering self-loathing and avoiding accountability, your hosts, Matthew Grishman and Jim Gebhardt advocate for a mindset rooted in self-love and personal responsibility. They believe this shift in thinking could alleviate numerous societal problems and pave the way for more intentional financial decisions. Dive into the "Five to Thrive" principle ..read more

When co-host Matthew Grishman faced serious health issues, it became clear that healing needed to start from within before he could tackle anything else, be it financial or personal challenges. In this episode, we unpack the intricate connection between self-healing and overcoming life’s hurdles. Drawing from Matthew's own experiences, we explore how toxic relationships, whether with people or money, often mirror our broken relationship with ourselves. We'll share practical tips on how to move forward by focusing on the well-being of others. Patience, grace, and time are critical elements of t ..read more

Join us, your hosts, Matthew Grishman and Jim Gebhardt, for an insightful journey through the various facets of life's milestones and personal growth in this episode. Reflecting on the graduation season, we explore the idea that graduation is not just an end but a midpoint in life's journey, emphasizing the importance of taking time to reflect on accomplishments and future directions. We then shift our focus to the financial side of things, where Jim recounts an interesting lunch with fellow advisors. This discussion highlights our evolving mindset from competition to collaboration, striving t ..read more

Unlock the secrets to financial stability and emotional fulfillment in this latest episode, where your hosts Jim Gebhardt and Matthew Grishman promise to provide you with actionable insights to master your finances and enrich your life experiences. We start on a high note, celebrating personal victories such as finally perfecting that elusive golf swing with a little help from friends. There's also an uplifting story about Jim's daughter's adventurous cross-country road trip as she embarks on her graduate school journey, bringing a mix of excitement and anticipation into the discussion. Transi ..read more

This is an encore episode from David Woods Bartley on his personal journey in dealing with depression, attempted suicide and mental health issues. With May being Mental Health Awareness month, it seemed appropriate for your hosts, Matthew Grishman and Jim Gebhardt to pull one of the great episodes from the archives on mental health as it continues to get significant interest. You'll hear poignant personal stories into the crucial role mental health plays across various age groups. They'll touch on the troubling rise in teen depression and anxiety, and discuss the loneliness epidemic that trans ..read more

Matthew enjoys a little baseball nostalgia this episode as the discussion of stocks gets underway. This episode, your hosts begin to unpack the complexities of the stock market from a variety of different perspectives starting with the types of players in the market and closing the episode with a better understanding of just what a stock is and how to begin to lear a little bit more about that stock before you actually take ownership. You're going to get a little deeper into the investment playbook as the guys analyze the various players in the stock market game, from high-stakes gamblers to t ..read more

Unlock the secrets of financial mastery and legacy building that have stood the test of time as your hosts, Matthew and Jim, explore the intricate dance of control within our economic lives. Embark on a journey through personal anecdotes and historical insights that reveal how to navigate the realms both within and beyond our grasp—from the rise and fall of dynasties to the daily temptations of impulsive purchases. They'll discuss how adjusting investment risks, understanding tax implications, and timing financial moves can shape our fiscal destiny, with an engaging look back at the contrastin ..read more

Join your hosts, Jim Gebhardt and Matthew Grishman as they explore the resurgence of bonds as an investment option with a semblance of stability and fixed returns. This episode illuminates the allure of bonds in an era where traditional real estate investments encounter the challenges of the former zero-interest rate environment. The guys unpack the quest for value that transcends monetary gains, and sets the tone for rediscovering the enduring appeal of bonds. As the conversation dissects the pulse of the real estate market, you'll gain an understanding of how managing property portfolios ami ..read more

The small things in life hold immense joy. Join your hosts, Matthew Grishman and Jim Gebhardt as they cover steps 2 & 3 in preparation for stress reduction in 2024. You'll find selective consumption has the ability to weigh heavily or lessen the burden on our mental space.Through stories and thoughtful discussion, learn how nurturing confidence can actually fuel our ability to give back more generously, improve our communities and ease that anxiety world news and information can create.By examining the power of narrowing our focus could it lead to helping enrich our perspective? Which, by ..read more