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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 for a life resonant with your true self.Join us as we reflect on our five and a half-year journey with Financial Sobriety and the evolution of our wealth management practice. We discuss aligning our podcast’s mission with our work, emphasizing the need to concentrate on clients we best serve and enjoy working with. Personal stories of overcoming health challenges and striving for healthier relationships with money, ourselves, and others will inspire you to approach financial decisions with intentionality and clarity. This chapter of our journey aims to guide you towards achieving financial sobriety, enriching both your financial and personal lives.Finally, we dive into the deeper meaning of financial planning beyond mere monetary gains. Reflecting on our experiences with clients, we emphasize aligning financial choices with personal values and passions. Whether it's investing in your children's future or supporting charitable causes, financial decisions should support your life goals. We also discuss the entrepreneurial mindset and the importance of having a purpose beyond financial success. We'll close with essential insights into planning for both wealth and well-being, encouraging you to join us on the Whole Wealth journey. To learn more about The Whole Wealth Journey and how it can apply to you, visit: https://gebhardtgroupinc.com/

Episode Highlight Timestamps
(07:09 - 08:47) Evolution of Financial Sobriety
(12:38 - 13:29) Unique Money Relationship Education
(15:31 - 17:31) Redefining Wealth and Financial Education
(19:58 - 21:23) Wealth as a Journey of Self-Discovery
(22:43 - 23:58) Wealth and Values
(34:35 - 35:37) Elevating the Wealth Conversation
(39:39 - 40:55) Entrepreneurial Mindset Beyond Business
(44:15 - 45:14) Transitioning From Corporate to Independent
(46:19 - 48:55) Entrepreneurial Journey and Self-Discovery
(51:08 - 52:15) Evolving Wealth Journey and Impact

Chapter Summaries
(00:00) Whole Wealth JourneyRebranding to The Whole Wealth Journey, aligning finances with values, gratitude for health and relationships, finding personal fulfillment.
(07:58) The Path to Financial AlignmentOur journey with Financial Sobriety and wealth management, overcoming health challenges, and achieving intentionality in decisions and relationships.
(14:22) Financial Awakening and Next StepsTransformative journey of aligning financial life with purpose and values, breaking free from generational habits, nurturing healthy relationships.
(19:58) The Purpose of Wealth JourneyFinancial Sobriety leads to self-discovery and purpose, aligning values with plans and leveraging expertise for a richer life.(26:53) Elevating the Money ConversationFinancial planning should align with personal values and passions, prioritize life goals, and distinguish good debt from bad debt.
(35:37) Entrepreneur Mindset Beyond MoneySuccessful entrepreneurs may feel empty despite financial success; aligning resources with passion and purpose is crucial.
(44:15) Entrepreneurship

You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.