Best Gebhardt Group Podcasts (2025)

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Episode 161: Entrepreneur's Personal Planning Series Wrap-Up. 53:31

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6h ago53:31

53:31

We would love to hear what you have to say about this episode. Please send us a text. This episode, your hosts, Jim Gebhardt and Matthew Grishman really get their arms around the entrepreneur's journey as they wrap up the series for entrepreneur's personal planning. This is perfect for that time when the business gets sold or there's an exit and th…

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Will the OBBA Change Your Estate Plan? 43:00

3h ago43:00

43:00

This week, hosts Bruce Helmer and Peg Webb are joined by Kate Maier, Vice President, Private Client at Wealth Enhancement to discuss the new domestic spending megabill and its effect on estate plans.

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How Are You Feeling About Money? (No, Really) 42:54

8d ago42:54

42:54

Host Peg Webb is joined by Wendell Clarke, Behavioral Wealth Specialist at Wealth Enhancement.Money is emotional — it ties into our sense of security, freedom, and confidence about the future. In this show, Peg and Wendell discuss the "emotional" side of money.

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Episode 160: Personal Planning. A Practical, Proven Process for Entrepreneurs. 1:03:45

14d ago1:03:45

1:03:45

We would love to hear what you have to say about this episode. Please send us a text. This episode, the guys dive deep into the concept of 'Life 3.0,' an era post-business exit where entrepreneurs can create meaningful, fulfilling lives into what some may call retirement. They discuss the importance of personal planning alongside business and finan…

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Ask Peg and Ryan About Roth Conversions 40:51

14d ago40:51

40:51

This week, Host Peg Webb is joined by Ryan McKeown, Senior Vice President, Financial Advisor at Wealth Enhancement. The two discuss a topic that has been getting a lot of attention from President Trump’s megabill — specifically, how the new rules affect Roth IRA conversions. They then answer listener's questions.…

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5 Things You Should Know About the “One Big Beautiful Bill” Act (OBBBA) 43:09

22d ago43:09

43:09

The “One Big Beautiful Bill” Act (OBBBA) that President Trump signed on July 4, 2025, makes the 2017 tax cuts permanent. Here are five key highlights.

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Serving Investors Needs: AI’s Evolving Role in Personalizing Advice 42:49

30d ago42:49

42:49

AI (alternative intelligence) is transforming nearly every industry, including financial services, by reshaping how advisors support their clients.

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Episode 159: Entrepreneurs Empowered. The Essential Guide to Personal Planning Before Retirement. 49:18

30d ago49:18

49:18

We would love to hear what you have to say about this episode. Please send us a text. Emphasizing a departure from the traditional concept of retirement, Jim Gebhardt and Matthew Grishman dive into the paradox of entrepreneurs' disdain for conventional retirement and the need for holistic personal planning. They highlight the importance of clarity,…

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Managing Cash Flow Is Like Planning a Summer Vacation 42:53

1M ago42:53

42:53

It’s summer — prime time for road trips, lake weekends and last-minute getaways. But whether you’re heading up north or planning for retirement down the road, the same truth applies: you won’t get far without fuel.

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Episode 158: The Four Barriers Holding Holding You Back From Personal Planning Success 58:32

1M ago58:32

58:32

We would love to hear what you have to say about this episode. Please send us a text. Can adveristy be a catalyst to growth? Ever wondered how personal planning can reshape your world? This episode, Matthew Grishman and Jim Gebhardt take you on a journey through personal health challenges that sparked a profound shift in mindset. We explore how see…

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10 Tips for Your Successful, Happy Retirement 42:59

1M ago42:59

42:59

This week, Bruce offers his experience and insights on how to plan for a happy, financially sustainable retirement.

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No Regrets Exit Planning 42:50

2M ago42:50

42:50

Business owners, senior employees with equity and heirs to a family business have a significant portion of their net worth is tied to a single company. How do they manage concentration risk?

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Market Review and 2H Forecast 43:02

2M ago43:02

43:02

This week, we look at the key economic and market trends that are likely to influence the second half of the year.

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Episode 157: Personal Planning - The Key to Successful Post Business Transitions. 30:42

2M ago30:42

30:42

We would love to hear what you have to say about this episode. Please send us a text. In this first of a four part series, we'll examine why it is that 75% of the business owners regret their business sale after the first year, a statistic that challenges conventional success measures. What if the key to a fulfilling post-business life isn't as muc…

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You’ve Received a Windfall. Now What? 43:03

2M ago43:03

43:03

For people with sudden wealth, the challenge is often balancing personal security with making a difference in the world.

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Episode 156: Understanding the Leverage of "Who Not How" for Business Success 53:20

2M ago53:20

53:20

We would love to hear what you have to say about this episode. Please send us a text. Transitioning from work to the later stages of life doesn't have to be daunting. Discover how focusing on "who" can be far more effective than getting lost in the "how." Your hosts, Jim Gebhardt and Matthew Grishman discuss how embracing your unique abilities and …

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Ask Bruce and Peg Anything 42:51

2M ago42:51

42:51

This week, Bruce and Peg are opening the show to listener questions.

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The Pursuit of Happiness 43:05

3M ago43:05

43:05

The pursuit of happiness” is really a stand-in for financial freedom — the ability to own property, control your labor, and provide for your family.

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Mid-Year Is Here: Action Plan 42:38

3M ago42:38

42:38

Here a financial planning tips to follow for the back half of the year.

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06.22.2025 I Biggest Mistakes People Make with Money 42:42

3M ago42:42

42:42

The biggest mistake that people make with their money isn’t always what you might think.

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Episode 155: Encore Edition. How the Whole Wealth Journey Begins. 1:04:51

3M ago1:04:51

1:04:51

We would love to hear what you have to say about this episode. Please send us a text. This is an encore episode of the introduction to the Whole Wealth Journey process that released previously in August, 2024. It's a good refresher or introduction to your hosts, Matthew Grishman and Jim Gebhardt. Enjoy... Gratitude is a big part of the Whole Wealth…

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06.15.2025 I Tough Conversations With Your Kids 42:38

3M ago42:38

42:38

We offer ways to face tough money and life conversations with your children.

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06.08.2025 I Investing Should Be Boring 42:43

4M ago42:43

42:43

If your portfolio gives you a rush, you might be doing it wrong.

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Episode 154: Bridging the Wealth Gap - Where You Are vs Where You Want to Be 59:14

4M ago59:14

59:14

We would love to hear what you have to say about this episode. Please send us a text. Transitioning from business ownership brings its own set of challenges, particularly when one's identity is closely tied to their professional life. Join us, Jim Gebhardt and Matthew Grishman as we dive into the complexities of the "wealth gap," where post-sale li…

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06.01.2025 I Ask Bruce and Peg Anything 42:41

4M ago42:41

42:41

This week, Bruce and Peg are opening the show to listener questions.

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05.25.2025 I What Octogenarians Want You To Know 42:43

4M ago42:43

42:43

Older age brings lots of wisdom, plus some regrets, about saving for retirement.

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Episode 153: Wealth Built With Clarity and Intentionality. 48:50

4M ago48:50

48:50

We would love to hear what you have to say about this episode. Please send us a text. Harnessing the strength of intentionality and the power of clarity, learn how to cultivate a warrior mentality in our fast-paced world. Your hosts, Jim Gebhardt and Matthew Grishman explore the space between stimulus and reaction to develop mental toughness and in…

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05.18.2025 I Visualizing Your Financial Future 42:37

4M ago42:37

42:37

People who set savings goals after visualizing what their retirement might look like are more likely to prepare for it.

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05.11.2025 I Women and Wealth 42:45

4M ago42:45

42:45

Retirement planning is crucial for everyone, but it introduces particular challenges for women.

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Episode 152: Financial Clarity Begins With Personal Awareness 40:52

5M ago40:52

40:52

We would love to hear what you have to say about this episode. Please send us a text. What if embracing gratitude could transform how you experience life's fleeting moments? Everything is temporary and the need to slow down to reflect on expectations for the future is a requirement. That has to start, however, with recognition that one must be awar…

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05.04.2025 I Ask Bruce and Peg Anything 42:45

5M ago42:45

42:45

This week, Bruce and Peg opened the show to listener questions.

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04.27.2025 I Staying the Course in Uncertain Markets 42:40

5M ago42:40

42:40

Don’t confuse short-term noise in the markets with long-term trends.

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Episode 151: Entrepreneurial Awareness and the Principle of the Four P's. 43:58

5M ago43:58

43:58

We would love to hear what you have to say about this episode. Please send us a text. Experience the profound journey of personal growth and gratitude in our latest episode, where we celebrate Matthew's milestone of 3,000 days of sobriety. We'll explore how these accomplishments are not isolated victories but part of a greater tapestry of resilienc…

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04.20.2025 I Five Things You Need to Know About Social Security 42:33

5M ago42:33

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Maximizing Social Security benefits isn’t straightforward, but it’s a critical aspect of financial planning.

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04.13.2025 I Simplify Your Financial Life 42:38

5M ago42:38

42:38

More adult children are returning home, and parents need a plan for helping them without jeopardizing their own financial futures.

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04.06.2025 I Ask Bruce and Peg Anything 42:44

6M ago42:44

42:44

This week, Bruce and Peg are opening the show to listener questions.

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Episode 150: Building Trust in Relationships Through Interest, Communication and Empathy 1:02:53

6M ago1:02:53

1:02:53

We would love to hear what you have to say about this episode. Please send us a text. How do you unlock the secrets to a healthier, more fulfilling life ? By harnessing the power of relationships. Can knowing the right people really expedite your path to recovery and growth? Explore the profound influence of connections as we share personal stories…

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03.30.2025 I Planning for a 60-Year Career 42:37

6M ago42:37

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We’re exploring the concept of a 60-year career and the financial planning required to sustain it.

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Episode 149: Leadership Inspires Culture and Confidence. 46:58

6M ago46:58

46:58

We would love to hear what you have to say about this episode. Please send us a text. What if you could unlock the secrets to raising resilient children and transforming business leadership simultaneously? Discover how shifting focus from participation trophies to genuine resilience can shape future leaders, both at home and in the marketplace. Thr…

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03.23.2025 I Spring-Clean Your Finances 42:39

6M ago42:39

42:39

With spring just around the corner, it’s the perfect time to refresh and reorganize our financial lives.

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03.16.2025 I Deregulation and the Markets 42:45

6M ago42:45

42:45

The history of deregulation can teach us a lot about the risks and opportunities that are emerging in today’s market landscape

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03.09.2025 I Ask Bruce and Peg Anything 42:42

7M ago42:42

42:42

This week, Bruce and Peg are opening the show to listener questions.

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03.02.2025 I Financial Planning Tips For Small Business Owners 42:45

7M ago42:45

42:45

We’ll cover key financial planning strategies to ensure business owners are building personal wealth alongside their business success.

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Episode 148: Fostering Resilience with Confidence and Clarity. 51:13

7M ago51:13

51:13

We would love to hear what you have to say about this episode. Please send us a text. After a health scares prompted us to reevaluate our priorities, we realized that gratitude, presence, and confidence play crucial roles in nurturing both personal growth and business success. Embracing emotions like fear and sadness without resistance can enhance …

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02.23.25 I Why Are So Many Wealthy People Afraid of Spending? 42:44

7M ago42:44

42:44

Many financially successful people find themselves reluctant to spend the money they’ve worked so hard to accumulate.

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02.16.25 I Five Tough Questions To Ask Before Retirement 42:36

7M ago42:36

42:36

Retirement is a major life transition that requires careful planning and thoughtful consideration.

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02.09.25 I Tips for Avoiding Tax-Related Cybercrime 42:47

8M ago42:47

42:47

This month many of us are gearing up for tax season. Unfortunately, with the increasing number of tax-fraud cases and scams that target wealthy individuals, that means being extra vigilant to safeguard your sensitive personal and financial information. Today’s program focuses on tips to protect yourself from tax-filing scams and fraudsters. Today’s…

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02.02.2025 - Ask Bruce and Peg Anything 42:37

8M ago42:37

42:37

This week, Bruce and Peg are opening the show to listener questions

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01.26.2025 - Hedging Inflation in Your Portfolio 42:42

8M ago42:42

42:42

Inflation can impact the real rate of return you earn from financial assets. Here are some ways to lessen the impact.

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Episode 147: Embracing Vulnerability for Deeper Connection. 1:06:07

8M ago1:06:07

1:06:07

We would love to hear what you have to say about this episode. Please send us a text. What happens when unexpected challenges throw your family into disarray? Imagine having to make tough parenting decisions while nurturing the resilience and gratitude needed to thrive. Hosts, Matthew Grishman and Jim Gebhardt take you through personal journeys of …