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This episode, your hosts, Jim Gebhardt and Matthew Grishman explore the intertwining of financial planning with personal growth, emphasizing the impactful role gratitude plays in their process. They'll discuss the efficiency of the clarity compass, their approach to client financial and personal planning, and share their personal experiences and philosophies on balancing life and work. They also highlight the importance of saying 'no' and how it contributes to a richer, more focused life. Join the guys as they unpack and define both personal and financial stories to help entrepreneurs navigate their wealth own personal journey.

00:00 Introduction to The Whole Wealth Journey
00:52 The Importance of Gratitude
05:02 The Ryder Cup Experience
07:57 Blending Financial and Personal Planning
16:24 Defining Your Future
20:15 The Essence of St. Francis
20:27 A Quick Quack Encounter
21:11 The Importance of Being Interested
21:49 Personal Planning and Assessments
22:30 The Clarity Compass: Secret Sauce
25:22 Memory Dividends and Die With Zero
28:02 The Power of Saying No
36:43 Upcoming Episodes and Conclusion

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.