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What if the relentless pursuit of wealth is actually keeping you from enjoying it? Join, us, Matthew Grishman and and Jim Gebhardt as we navigate the delicate art of balancing financial success with life’s simple pleasures. We'll explore the transformative concept of "investing in fun" and how it can act as a catalyst for not just joy, but also as a new form of wealth in your life. We open the floor to the emotional journey of becoming empty nesters, which brings newfound financial freedom and the chance to redefine life's goals. 

On a more poignant note, we share the heartfelt story of Stevie's unexpected passing, Jim's brother, which served as a stark reminder of life’s fragile nature and the importance of reevaluating priorities. From the shocking late-night call to honoring Stevie's last wishes, this narrative is both raw and revealing. We also take a moment to challenge the work-centric mindset many of us grew up with—illustrated by my a family’s alarm code—and advocate for a balanced approach where fun is a vital ingredient in building experiential wealth. We'll explain our structured process to examine your own money stories and embark on a path toward a future filled not just with financial prosperity, but also well-being and happiness. In so many cases, as we've learned from experience, money is not necessarily what brings one joy. Our F-O-R-M journey we'll take you on, explains it all. 

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.