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In the hustle of entrepreneurship, finding quiet time isn't just a luxury—it's a necessity. This is where one finds clarity about their innermost values and begins to get in motion. Through personal stories and professional insights, Jim and Matthew emphasize the importance of taking intentional breaks, advocating for the rejuvenating power of two-week vacations. Their discussion goes deep into financial core values guiding you down a path to aligning your financial resources with what truly drives your dreams and goals. Join the guys as they reflect on mindfulness techniques to find inner calm, focusing on the techniques to find congruency in life and business so both can be purposeful and rewarding.

Consider this episode a break from the grind, a chance for self-discovery, to rise above life's minutiae, much like accessing the calm of a mountain summit - one of the greatest spots for gaining clarity in life.

If you would like to learn more about the Kolbe assesment, you can find it in this LINK.


Chapter Summaries:
(00:00) Gratitude for New Beginnings and Reflection
Celebrating new family member, self-discovery in relationships, defining personal stories, intentionality, and gaining clarity through reflection.

(11:15) Finding Quiet Time for Success
Entrepreneurs need quiet time and extended vacations to disconnect from work and prioritize well-being and productivity.

(15:11) Discovering Your Financial Core Values
Understanding personal values, visions, and motivations in financial planning, with a focus on finding deeper purpose beyond wealth accumulation.

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

We would love to hear what you have to say about this episode. Please send us a text.

Ever wonder how a simple vacation can morph into a powerful metaphor for financial success? This episode begins with the anticipation of a serene vacation on the California coast, challenging us to depart from our daily grind as “human-doings” to embrace the essence of what we truly are: human beings. From there, we are reminded of the importance of lifelong learning and growth for the benefit of helping others. Hear all about Jim’s journey back into the classroom, this time to become an expert in exit planning for the entrepreneurs and business owner clients Gebhardt Group, Inc. serves. Together we discover so many intriguing parallels between business exit strategies and the foundational stages of entrepreneurship, underscoring the vital role of finishing what we start.

Our conversation then takes a practical turn, honing in on the nuts and bolts of personal finance and connecting the dots between business and personal finances. We break down foundational expenses into six core categories, offering a much simpler and clearer path to gaining control over where your money goes each month. By tracking these expenses over time, you can uncover valuable data about how you actually use your money. Learn how to take more control by fostering a proactive approach to personal financial management with 100% detachment from chasing financial perfection.

Bringing it all together, we reflect on a memorable backpacking trip in Yosemite with Matthew’s cousin David, Hell's Kitchen Season Six winner, who through story, teaches us the valuable concept of "shaving ounces." This principle of making small, incremental changes can be applied to so many areas of our wealth and our lives – learn here how to apply it to the parts of life that matter most. Ultimately, we come full circle to see how the tools discussed on today’s show help us to show up fully in the present moment, eliminate scarcity, realize the true abundance in our lives, and see all of the Whole Wealth we have been able to create.

If you would like to learn more about your whole wealth journey visit: https://gebhardtgroupinc.com/

(00:00) Gratitude and Profit
Gratitude, learning, and commitment are discussed, including the parallels between business exit planning and entrepreneurship.

(11:12) Financial Assessment and Action Plans
Manage personal finances by categorizing expenses, tracking trends, and preparing for unexpected costs.

(22:46) Small Changes Lead to Financial Success
Nature's lesson in personal finance: small changes, like reducing expenses, can lead to significant savings and can be applied to other areas of life.

(28:26) Creating a Vision for Tomorrow
Reclaim power by being aware of current situation, setting time limit to process past mistakes, and creating vision for prosperous future.

We would love to hear what you have to say about this episode. Please send us a text.

Ever wondered why authenticity is crucial for entrepreneurial success? This episode, Jim and Matthew take you into the vitality of living a congruent financial life. The guys unravel the importance of managing personal and professional finances with equal discipline, sharing insights on how authenticity fosters peace and gratitude. Learn from their own trials and triumphs how adopting disciplined financial behaviors can pave the way for greater success. They'll also guide you through the critical process of understanding your financial standing, likening it to a fitness routine that celebrates incremental progress over time by looking backward for improvement not at unrealistic horizons. The significance of knowing your net worth and understanding balance sheets can only benefit your business mastery. Decision making becomes much more clear when you know what the real picture looks like, what your profit and loss statements are telling you.

The conversation then begs some work to tackle the tough topics every entrepreneur faces: from making swift decisions in critical situations to mastering the operational aspects of a business. Hear real-life stories about the complexities of balancing craft mastery with business management and the emotional journey of overcoming financial burdens. They'll discuss the often-overlooked necessity of personal and financial preparedness for life after business ownership. How was the business valuation prepared, what does your exit planning look like, if at all? And finally, what about that "burnout" and the significance of pausing to reassess and redirect your energy, ensuring your entrepreneurial spirit remains ignited? Learn to appreciate "The Law of Diminishing Intent" and how progress begins with telling the truth. That's where personal growth really shines.

To learn more about The Whole Wealth Journey, visit https://gebhardtgroupinc.com/
To get the book E-Myth Revisited by Michael Gerber, you can click on the link below: https://www.amazon.com/Myth-Revisited-Small-Businesses-About/dp/0887307280/ref=asc_df_0887307280/?tag=hyprod-20&linkCode=df0&hvadid=693671725874&hvpos=&hvnetw=g&hvrand=11518453818217731005&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9032466&hvtargid=pla-361791162205&psc=1&mcid=80e7fd31f3933957a8672d97925724d0

Chapter Summaries:
(00:00) Gratitude for Milestone Birthdays and Clarity
Joyful birthday celebrations, unique cocktails, and personal growth through Strategic Coach program in the Gebhardt family.

(04:25) Living a Congruent Financial Life
Embracing authenticity brings peace and gratitude, financial congruency is important for entrepreneurs, balancing personal and professional finances is challenging.

(10:37) Measuring Progress in Arrears
Understanding our financial status through balance sheets and consistent evaluation, similar to fitness routines.

(21:39) The Entrepreneur's Guide to Business Mastery
Triage in medical and business contexts, separating craft from management, and delegating tasks for business growth.

(30:42) Net Worth Assessment and Progress
Assess personal finances, understand the law of diminishing intent, challenge negative perception of debt, and consistently show up for progress.

(38:13) Preparing for