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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, confidence, and capability in preparing for life after selling a business. They share personal anecdotes, insights from their experiences, and actionable advice for business owners to envision a future rich in meaning and impact, beyond just financial wealth.

To get the book mentioned in the program, "The Majesty of Calmness", you can find it on Amazon HERE.

Key segements

00:00 Introduction to Retirement Concepts

00:53 Introducing the Wealth Journey Podcast

01:18 Gratitude and Family Moments

05:24 Personal Planning and Health

09:04 The Three-Legged Stool of Business Transition

10:51 The Importance of Personal Planning

14:31 Clarity, Confidence, and Capability

22:13 The Importance of Clarity in Personal Planning

24:01 The Confidence Boost from Personal Planning

25:02 Overcoming Quadrant One Addiction

25:58 The Role of Personal Planning in Business Exits

29:48 Protecting Your Confidence at All Costs

33:12 Redefining Treats and Building Sustainable Confidence

34:33 The Power of Capability in Personal Planning

43:07 The Concept of No Arrivals in Business

44:23 The Importance of Personal Planning for a Bigger Future

45:21 Wrapping Up and Next Steps

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.