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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 Journey and it’s the staple Jim and Matthew use to kick off each show. But this episode is a bit different. Yes, you'll hear gratitude for a family visit to New York and a bucket-list golf trip to Ireland, but the true purpose of sharing gratitude is revealed … hint … it has nothing to do with money yet everything to do with wealth!

As the conversation continues, Jim can't ignore a recent investment he made in something that left Matthew shocked and (almost) speechless.

Next the fellas dive into the first few elements of The Whole Wealth Journey through the lens of Jim and his wife, Beth, and Matthew and his wife, Amie. The guys reveal what financial security means to them, and what keeps them up at night about money. Their unique perspectives might really surprise you! 

Jim’s and Matthew’s unique stories serve as a gateway to a broader discussion on how childhood experiences shape financial habits and money dynamics within personal and professional partnerships. 

What does financial security look like for you? What keeps you up at night about money? 

To learn more about the Gebhardt Group, visit: https://gebhardtgroupinc.com/

Chapter Summaries
(00:00 ) Gratitude for Trips and Visits
Gratitude, family, and personal growth are discussed as we share our recent experiences and journeys, including a trip to Ireland and revisiting a ferry after 30 years.

(11:31 ) Exploring Autonomous Vehicles and Gratitude
Tesla ownership offers economic benefits, minimal maintenance, tax incentives, and potential for autonomous driving, with reflections on gratitude and staying present.

(22:49 ) Financial Security
Jim and Beth's differing views on financial security as business owners and how it evolves over time.

(36:45 ) Uncovering Money Histories for Financial Security
Financial security for business owners requires understanding personal relationships with money, influenced by childhood experiences and impacting couples' spending and decision-making.

(46:42 ) Financial Security Concerns
Understanding financial fears and obstacles can lead to effective solutions for achieving financial security and peace of mind.

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.