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Can adveristy be a catalyst to growth? Ever wondered how personal planning can reshape your world? This episode, Matthew Grishman and Jim Gebhardt take you on a journey through personal health challenges that sparked a profound shift in mindset. We explore how seeing challenges as opportunities rather than obstacles can empower you, transforming everyday interactions, like driving, from stress-inducing to empowering experiences. 

Do you fear losing your identity post-retirement? We dissect the emotional hurdles faced during major life transitions, diving into the fears and identity crises many experience when stepping away from their professional lives. By embracing self-awareness and planning, you can sculpt a new identity beyond your job title and find fulfillment in the next chapter of life. We share personal stories and strategies to navigate these transitions smoothly, shedding light on how to redefine your purpose when the traditional work title is no longer in the picture. The four barriers that are keeping us stuck will be identified and clarified in detail.

Entrepreneurs, it's time to rethink your approach to time management and planning for the future. We discuss the critical importance of shifting from a "how" to a "who" mindset, emphasizing collaboration over isolation. By recognizing your blind spots and seeking guidance, you can focus on strategic, non-urgent tasks that drive long-term success. Track your time and evaluate your priorities, empowering you to overcome the barriers of diminishing intent. Join us as we guide you through designing your personal and professional future with intention, ensuring that the next chapter of your life is both purposeful and rewarding.

Request Matthew's White Paper on the three phases of retirement by typing "3 Phases" in the subject line of this email...  [email protected]

Chapter Summaries

(00:00) Gratitude and Personal Planning
Gratitude and personal growth through adversity, shifting mindset from victim to opportunity, and gratitude for health and well-being.

(11:21) Facing Fear and Identity Crisis
Retirement can bring fear and identity crisis, but self-awareness and planning can help build a fulfilling future.

(24:31) Time Management for Entrepreneurs
Entrepreneurs face time management challenges in urgent and important tasks, but should prioritize proactive, non-urgent tasks for long-term success.

(38:51) Transition and Psychological Impact in Entrepreneurship
Former presidents like President Carter plan for personal identity and relationships post-retirement, while also addressing potential emotional challenges.

(44:31) Who, Not How
Entrepreneurs must shift from "how" to "who" mindset, seek help, and plan for personal growth after business.

(52:33) Planning for Entrepreneurial Success
Overcoming barriers and seeking help from others is crucial for entrepreneurs to achieve whole wealth.

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