The Whole Wealth Journey

Episode 139: Defining Your Story Through Self Discovery.


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In the hustle of entrepreneurship, finding quiet time isn't just a luxury—it's a necessity. This is where one finds clarity about their innermost values and begins to get in motion. Through personal stories and professional insights, Jim and Matthew emphasize the importance of taking intentional breaks, advocating for the rejuvenating power of two-week vacations. Their discussion goes deep into financial core values guiding you down a path to aligning your financial resources with what truly drives your dreams and goals. Join the guys as they reflect on mindfulness techniques to find inner calm, focusing on the techniques to find congruency in life and business so both can be purposeful and rewarding.

Consider this episode a break from the grind, a chance for self-discovery, to rise above life's minutiae, much like accessing the calm of a mountain summit - one of the greatest spots for gaining clarity in life.


If you would like to learn more about the Kolbe assesment, you can find it in this LINK.


Chapter Summaries:
(00:00) Gratitude for New Beginnings and Reflection
Celebrating new family member, self-discovery in relationships, defining personal stories, intentionality, and gaining clarity through reflection.

(11:15) Finding Quiet Time for Success
Entrepreneurs need quiet time and extended vacations to disconnect from work and prioritize well-being and productivity.

(15:11) Discovering Your Financial Core Values
Understanding personal values, visions, and motivations in financial planning, with a focus on finding deeper purpose beyond wealth accumulation.


You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group. You can follow us on Instagram @thewholewealthjourney

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The Whole Wealth JourneyBy Gebhardt Group, Inc.

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