<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2388011/open_sms">We would love to hear what you have to say about this episode. Please send us a text.</a>Matthew and Jim take a little different journey in this episode as they do get a bit technical, tutorial even. The discussion wraps around your understanding and tolerance of risk and the exposure you may unknowingly have hidden in various funds. You'll get a discussion and better understanding of how bonds work and how in this current environment of rising interest rates, bonds may not be the "safe" bet and may actually be creating a much greater exposure to risk. Would you change your acceptance of risk if you didn't have anything to worry about? Join the conversation and learn more. To learn more about Financial Sobriety, visit www.yourfinancialsobriety.comYou can learn more about The Whole Wealth Journey by visiting <a href='https://gebhardtgroupinc.com/'>The Gebhardt Group.</a>

We would love to hear what you have to say about this episode. Please send us a text.Matthew and Jim take a little different journey in this episode as they do get a bit technical, tutorial even. The discussion wraps around your understanding and tolerance of risk and the exposure you may unknowingly have hidden in various funds. You'll get a discussion and better understanding of how bonds work and how in this current environment of rising interest rates, bonds may not be the "safe" bet and may actually be creating a much greater exposure to risk. Would you change your acceptance of risk if you didn't have anything to worry about? Join the conversation and learn more. To learn more about Financial Sobriety, visit www.yourfinancialsobriety.comYou can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.

<a href="https://www.buzzsprout.com/twilio/text_messages/2388011/open_sms" rel="noopener noreferrer">We would love to hear what you have to say about this episode. Please send us a text.</a>Matthew and Jim take a little different journey in this episode as they do get a bit technical, tutorial even. The discussion wraps around your understanding and tolerance of risk and the exposure you may unknowingly have hidden in various funds. You'll get a discussion and better understanding of how bonds work and how in this current environment of rising interest rates, bonds may not be the "safe" bet and may actually be creating a much greater exposure to risk. Would you change your acceptance of risk if you didn't have anything to worry about? Join the conversation and learn more. To learn more about Financial Sobriety, visit www.yourfinancialsobriety.comYou can learn more about The Whole Wealth Journey by visiting <a href="https://gebhardtgroupinc.com/" rel="noopener noreferrer">The Gebhardt Group.</a>

Episode 63: What If You Were Immortal?  Would Your Risk Tolerance Change?

The Whole Wealth Journey podcast, hosted by Jim Gebhardt and Matthew Grishman, offers a transformative approach to wealth and personal growth for entrepreneurs seeking Wealth With a Why™. Originally known as Financial Sobriety, the show evolved from Matthew's personal struggle with money and self-worth, to a comprehensive exploration of true wealth and human connection.The podcast now focuses on the concept of Whole Wealth, emphasizing that wealth is more than just financial assets—it's about the people, places, and experiences that truly matter. Jim and Matthew guide listeners through a journey of self-discovery, helping them uncover their unique "why" that drives them forward.Episodes cover a wide range of topics, including personal growth, financial stability, and mental wellness. Jim and Matthew share personal stories, invite guests to contribute their expertise, and provide practical strategies for listeners to implement in their own lives. The show's approach aligns with Gebhardt Group's philosophy of curiosity and compassion, understanding each individual's unique money story and crafting financial solutions that resonate with their deepest values and intentions.Similar to the experience of the firm’s private clients, The Whole Wealth Journey takes podcast listeners through a four-step process: Unpacking Your Story, Defining Your Story, Shaping Your Story, and Living Your Why. This holistic approach helps entrepreneurs not only achieve financial success but also cultivate meaningful relationships, personal fulfillment, and a lasting legacy.By addressing the emotional and psychological aspects of wealth alongside financial advice, The Whole Wealth Journey offers a path to genuine financial wellness and empowers listeners to live a life that is true to their whole selves. You can find Matthew and Jim delivering Wealth With a Why™&nbsp; at www.gebhardtwholewealth.com

Education

The Whole Wealth Journey podcast, hosted by Jim Gebhardt and Matthew Grishman, offers a transformative approach to wealth and personal growth for entrepreneurs seeking Wealth With a Why™. Originally known as Financial Sobriety, the show evolved from Matthew's personal struggle with money and self-worth, to a comprehensive exploration of true wealth and human connection. The podcast now focuses on the concept of Whole Wealth, emphasizing that wealth is more than just financial assets—it's about the people, places, and experiences that truly matter. Jim and Matthew guide listeners through a journey of self-discovery, helping them uncover their unique "why" that drives them forward. Episodes cover a wide range of topics, including personal growth, financial stability, and mental wellness. Jim and Matthew share personal stories, invite guests to contribute their expertise, and provide practical strategies for listeners to implement in their own lives. The show's approach aligns with Gebhardt Group's philosophy of curiosity and compassion, understanding each individual's unique money story and crafting financial solutions that resonate with their deepest values and intentions. Similar to the experience of the firm’s private clients, The Whole Wealth Journey takes podcast listeners through a four-step process: Unpacking Your Story, Defining Your Story, Shaping Your Story, and Living Your Why. This holistic approach helps entrepreneurs not only achieve financial success but also cultivate meaningful relationships, personal fulfillment, and a lasting legacy. By addressing the emotional and psychological aspects of wealth alongside financial advice, The Whole Wealth Journey offers a path to genuine financial wellness and empowers listeners to live a life that is true to their whole selves. You can find Matthew and Jim delivering Wealth With a Why™  at www.gebhardtwholewealth.com

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Episode 63: What If You Were Immortal? Would Your Risk Tolerance Change?

Episode 63: What If You Were Immortal? Would Your Risk Tolerance Change?

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