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Episode 163: Unpacking Your Story - An Entrepreneurs Journey From Scarcity to Security.

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Manage episode 515176446 series 3590133
Content provided by Gebhardt Group, Inc. and Gebhardt Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gebhardt Group, Inc. and Gebhardt Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

This episode, hosts Jim Gebhardt and Matthew Grishman dive into the concept of work-life balance and reflect on their own journeys towards financial security. They discuss the importance of gratitude, building meaningful relationships, and finding clarity in financial decisions. The guys elaborate on their experiences with financial security, the significance of understanding clients' personal values, and how intentionality with money can lead to greater fulfillment and empowerment in financial decision-making one faces as an entrepreneur.

Chapter Breaks
00:00 Introduction to Work-Life Balance
00:34 Meet the Hosts: Jim and Matthew
00:50 Gratitude Moments
02:35 Special Guest: Daughter Grace in the Studio
04:54 Deep Dive: Financial Conversations
14:29 Understanding Financial Security
21:51 The Importance of Intentionality with Money
22:22 Managing Joint and Separate Bank Accounts
23:50 The Power of Visualization in Financial Planning
24:59 Overcoming Financial Anxiety
26:15 The Journey from Scarcity to Abundance
26:36 The Role of Debt in Financial Security
28:29 Finding Purpose Beyond Financial Success
31:09 The Importance of Authenticity in Personal and Professional Life
37:14 Defining Financial Security and Personal Investment
40:43 Conclusion and Final Thoughts

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode. You can follow us on Instagram @thewholewealthjourney.

  continue reading

177 episodes

Artwork
iconShare
 
Manage episode 515176446 series 3590133
Content provided by Gebhardt Group, Inc. and Gebhardt Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gebhardt Group, Inc. and Gebhardt Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

This episode, hosts Jim Gebhardt and Matthew Grishman dive into the concept of work-life balance and reflect on their own journeys towards financial security. They discuss the importance of gratitude, building meaningful relationships, and finding clarity in financial decisions. The guys elaborate on their experiences with financial security, the significance of understanding clients' personal values, and how intentionality with money can lead to greater fulfillment and empowerment in financial decision-making one faces as an entrepreneur.

Chapter Breaks
00:00 Introduction to Work-Life Balance
00:34 Meet the Hosts: Jim and Matthew
00:50 Gratitude Moments
02:35 Special Guest: Daughter Grace in the Studio
04:54 Deep Dive: Financial Conversations
14:29 Understanding Financial Security
21:51 The Importance of Intentionality with Money
22:22 Managing Joint and Separate Bank Accounts
23:50 The Power of Visualization in Financial Planning
24:59 Overcoming Financial Anxiety
26:15 The Journey from Scarcity to Abundance
26:36 The Role of Debt in Financial Security
28:29 Finding Purpose Beyond Financial Success
31:09 The Importance of Authenticity in Personal and Professional Life
37:14 Defining Financial Security and Personal Investment
40:43 Conclusion and Final Thoughts

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode. You can follow us on Instagram @thewholewealthjourney.

  continue reading

177 episodes

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