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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 financial planning, offering a comprehensive roadmap to better wealth and well-being. Key topics include the importance of time as a finite resource, the concept of 'who not how,' forming a robust personal planning team, and practical steps for life optimization through various asset classes such as health, relationships, superpowers, and values. The episode also underscores the significance of experiences and provides actionable steps to kickstart the journey towards a fulfilling life post liquidation event or sale of the company.

To learn more about some of the programs recommend for self assessment, here are the various links. "Print" can only be performed through certified professionals. 

Clifton Strengths

KOLBE Index

Working Genius

Chapter Timestamps

00:00 Introduction: The Finite Nature of Time
00:36 Welcome to the Wealth Journey Podcast
01:01 Gratitude and the Concept of 'Who, Not How'
01:22 The Exit Planning Conference Experience
02:25 Collaborating with Cultivate
04:56 The Importance of Small Steps
07:46 The Personal Planning Process
09:24 Building Your Personal Planning Team
13:34 Understanding Yourself Through Assessments
31:24 Exploring Natural Strengths and Working Genius
33:13 The Power of the Clarity Compass
34:41 Identifying and Leveraging Your Superpower
39:14 Optimizing Time and Health Assets
42:34 Building and Auditing Your Health Team
46:38 Enhancing Relationship and Values Assets
53:44 Experience Asset Planning
56:40 Integrating Money and Whole Wealth
58:47 Immediate Action Steps for Life 3.0
01:01:46 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.