By Gebhardt Group, Inc.
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™
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The podcast currently has 151 episodes available.
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Ever wonder how a simple vacation can morph into a powerful metaphor for financial success? This episode begins with the anticipation of a serene vacation on the California coast, challenging us to depart from our daily grind as “human-doings” to embrace the essence of what we truly are: human beings. From there, we are reminded of the importance of lifelong learning and growth for the benefit of helping others. Hear all about Jim’s journey back into the classroom, this time to become an expert in exit planning for the entrepreneurs and business owner clients Gebhardt Group, Inc. serves. Together we discover so many intriguing parallels between business exit strategies and the foundational stages of entrepreneurship, underscoring the vital role of finishing what we start.
Our conversation then takes a practical turn, honing in on the nuts and bolts of personal finance and connecting the dots between business and personal finances. We break down foundational expenses into six core categories, offering a much simpler and clearer path to gaining control over where your money goes each month. By tracking these expenses over time, you can uncover valuable data about how you actually use your money. Learn how to take more control by fostering a proactive approach to personal financial management with 100% detachment from chasing financial perfection.
Bringing it all together, we reflect on a memorable backpacking trip in Yosemite with Matthew’s cousin David, Hell's Kitchen Season Six winner, who through story, teaches us the valuable concept of "shaving ounces." This principle of making small, incremental changes can be applied to so many areas of our wealth and our lives – learn here how to apply it to the parts of life that matter most. Ultimately, we come full circle to see how the tools discussed on today’s show help us to show up fully in the present moment, eliminate scarcity, realize the true abundance in our lives, and see all of the Whole Wealth we have been able to create.
If you would like to learn more about your whole wealth journey visit: https://gebhardtgroupinc.com/
(00:00) Gratitude and Profit
Gratitude, learning, and commitment are discussed, including the parallels between business exit planning and entrepreneurship.
(11:12) Financial Assessment and Action Plans
Manage personal finances by categorizing expenses, tracking trends, and preparing for unexpected costs.
(22:46) Small Changes Lead to Financial Success
Nature's lesson in personal finance: small changes, like reducing expenses, can lead to significant savings and can be applied to other areas of life.
(28:26) Creating a Vision for Tomorrow
Reclaim power by being aware of current situation, setting time limit to process past mistakes, and creating vision for prosperous future.
You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.
We would love to hear what you have to say about this episode. Please send us a text.
Ever wondered why authenticity is crucial for entrepreneurial success? This episode, Jim and Matthew take you into the vitality of living a congruent financial life. The guys unravel the importance of managing personal and professional finances with equal discipline, sharing insights on how authenticity fosters peace and gratitude. Learn from their own trials and triumphs how adopting disciplined financial behaviors can pave the way for greater success. They'll also guide you through the critical process of understanding your financial standing, likening it to a fitness routine that celebrates incremental progress over time by looking backward for improvement not at unrealistic horizons. The significance of knowing your net worth and understanding balance sheets can only benefit your business mastery. Decision making becomes much more clear when you know what the real picture looks like, what your profit and loss statements are telling you.
The conversation then begs some work to tackle the tough topics every entrepreneur faces: from making swift decisions in critical situations to mastering the operational aspects of a business. Hear real-life stories about the complexities of balancing craft mastery with business management and the emotional journey of overcoming financial burdens. They'll discuss the often-overlooked necessity of personal and financial preparedness for life after business ownership. How was the business valuation prepared, what does your exit planning look like, if at all? And finally, what about that "burnout" and the significance of pausing to reassess and redirect your energy, ensuring your entrepreneurial spirit remains ignited? Learn to appreciate "The Law of Diminishing Intent" and how progress begins with telling the truth. That's where personal growth really shines.
To learn more about The Whole Wealth Journey, visit https://gebhardtgroupinc.com/
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Chapter Summaries:
(00:00) Gratitude for Milestone Birthdays and Clarity
Joyful birthday celebrations, unique cocktails, and personal growth through Strategic Coach program in the Gebhardt family.
(04:25) Living a Congruent Financial Life
Embracing authenticity brings peace and gratitude, financial congruency is important for entrepreneurs, balancing personal and professional finances is challenging.
(10:37) Measuring Progress in Arrears
Understanding our financial status through balance sheets and consistent evaluation, similar to fitness routines.
(21:39) The Entrepreneur's Guide to Business Mastery
Triage in medical and business contexts, separating craft from management, and delegating tasks for business growth.
(30:42) Net Worth Assessment and Progress
Assess personal finances, understand the law
You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.
We would love to hear what you have to say about this episode. Please send us a text.
How do you recharge your energy—solitary moments of reflection or the buzz of social interactions? Join your hosts, Jim Gebhardt and Matthew Grishman in a fascinating discussion about the intricate dance between introvert and extrovert and how our energy sources shape our lives. They share insights from their own journeys, including the joy of a new friendship with Richie, a younger golf buddy who brings a fresh perspective and vitality into Jim's life. Explore the significance of surrounding ourselves with those who uplift us and the power of solitude in fostering personal growth.
The conversation then transitions to the four cornerstones of financial security and holistic wealth. The guys break down People, Passion, Play, and Prosperity, illustrating how intentional financial decisions can lead to more than just monetary success. From forming meaningful relationships and pursuing passionate endeavors to finding joy in play, the approach to wealth encompasses all aspects of life. For business owners looking to transition out of their enterprises, they'll underscore the necessity of having a well-defined plan for passion and play to ensure a purpose-driven life post-retirement.
Finally, they redefine prosperity beyond financial metrics to include health, future stability, and the quality of relationships. By focusing on personal values and clarity, JIm and Matthew emphasize the importance of investing time and energy into our most significant connections. The "concentric circles" exercise helps prioritize these relationships, aligning efforts with those who matter most.
To learn more about the journey to Whole Wealth, visit www.Gebhardtwholewealth.com
Episode Highlights:
(04:42 - 05:57) Revelation on Introverts vs. Extroverts
(15:54 - 16:42) Money Mindset and Intentionality Clarity
(20:02 - 21:16) The Importance of Having a Playbook
(28:43 - 29:37) Passion in Entrepreneurship
(37:18 - 39:48) Passion for Public Speaking and Fulfillment
(43:04 - 44:25) Exploring Generational Attitudes Towards Play
(48:11 - 48:43) Retirement Dreams and Custom Homes
(53:04 - 54:04) Financial Planning and Client Discovery
(56:53 - 57:49) Understanding Whole Wealth Alignment
Chapter Summaries
(00:00) Gratitude for Energy and Self-Discovery
Introversion vs. extroversion, surrounding ourselves with energizing people, embracing solitude, and reconciling outward behaviors with internal needs.
(14:24) Wealth Building Beyond Financial Security
Intentionality with money, meaningful relationships, passionate pursuits, and a game plan for a fulfilling life.
(22:24) Defining Prosperity Through Passion and People
Prosperity encompasses more than just financial wealth, including health and stability, and is achieved through clarity, values, and prioritizing relationships.
(31:38) Exploring Childhood Dreams and Passion
Childhood dreams shape passions, evolving over time and guiding others towards financial goals, inspiring purpose and passion.
(43:24) Embracing Play for Prosperity
Integrating play into life, balancing work and leisure, planning for life after work, and pursuing passions in retirement.
(57:49) Financial Alignment for Personal Assets
Align personal and business finances with values, build a stable foundation, and treat assets strategically.
You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.
We would love to hear what you have to say about this episode. Please send us a text.
Gratitude is a big part of the Whole Wealth Journey and it’s the staple Jim and Matthew use to kick off each show. But this episode is a bit different. Yes, you'll hear gratitude for a family visit to New York and a bucket-list golf trip to Ireland, but the true purpose of sharing gratitude is revealed … hint … it has nothing to do with money yet everything to do with wealth!
As the conversation continues, Jim can't ignore a recent investment he made in something that left Matthew shocked and (almost) speechless.
Next the fellas dive into the first few elements of The Whole Wealth Journey through the lens of Jim and his wife, Beth, and Matthew and his wife, Amie. The guys reveal what financial security means to them, and what keeps them up at night about money. Their unique perspectives might really surprise you!
Jim’s and Matthew’s unique stories serve as a gateway to a broader discussion on how childhood experiences shape financial habits and money dynamics within personal and professional partnerships.
What does financial security look like for you? What keeps you up at night about money?
To learn more about the Gebhardt Group, visit: https://gebhardtgroupinc.com/
Chapter Summaries
(00:00) Gratitude for Trips and Visits
Gratitude, family, and personal growth are discussed as we share our recent experiences and journeys, including a trip to Ireland and revisiting a ferry after 30 years.
(11:31) Exploring Autonomous Vehicles and Gratitude
Tesla ownership offers economic benefits, minimal maintenance, tax incentives, and potential for autonomous driving, with reflections on gratitude and staying present.
(22:49) Financial Security
Jim and Beth's differing views on financial security as business owners and how it evolves over time.
(36:45) Uncovering Money Histories for Financial Security
Financial security for business owners requires understanding personal relationships with money, influenced by childhood experiences and impacting couples' spending and decision-making.
(46:42) Financial Security Concerns
Understanding financial fears and obstacles can lead to effective solutions for achieving financial security and peace of mind.
You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.
We would love to hear what you have to say about this episode. Please send us a text.
What if you could redefine wealth to truly enrich your life? Join us, Matthew Grishman and Jim Gebhardt as we embark on a remarkable journey, starting with heartfelt reflections for an upcoming bucket list golf trip to Southern Ireland and a joyous family reunion of sorts in Barcelona, capturing the essence of gratitude and the thrill of planning unforgettable experiences.
This episode uncovers the profound concept of "wealth with a why," highlighting how genuine experiences can far surpass mere financial accumulation. Through personal stories and client anecdotes, we illustrate how wealth becomes a tool for creating transformative adventures and cherished memories with loved ones. Discover the true value of wealth, not just in assets, but in the connections and moments that truly matter.
In a powerful recount, we delve into the entrepreneurial spirit with a remarkable story of a father's courageous leap into starting a business at 56. We explore the fears, challenges, and eventual rewards of pursuing an independent path, and how this journey influenced the founding of Gebhardt Group. From personal values to client relationships, this episode emphasizes the importance of defining success on our own terms and embracing the concept of "whole wealth." Enjoy this inspiring discussion that redefines what it means to be truly wealthy and how we truly believe that our practice is the way to accomplish a whole wealth outcome.
To learn more about the Gebhardt Group, visit: https://gebhardtgroupinc.com/
Episode Highlights
(01:53 - 03:00) Golf Bucket List Trip to Ireland
(10:54 - 12:48) Journey With Branding Agency and Show
(20:17 - 21:20) Unconventional Wealth Perspectives
(22:57 - 24:00) Self-Centered Reflections on Future Plans
(31:00 - 32:01) Financial Planning Frustrations and Epiphany
(35:01 - 36:26) Successful Transition of Client Accounts
(40:59 - 43:25) Rebranding and Redefining Wealth Management
(48:38 - 49:38) Exploring Wealth and Relationships
Chapter Summaries
(00:00) Gratitude and Wealth Creation Trip
Gratitude for virtual podcast format, health improvements, and upcoming bucket list golf trip to Ireland and family reunion in Barcelona.
(09:02) Wealth With a Y
Wealth can be used to create meaningful experiences and connections, rather than solely focusing on financial accumulation.
(21:20) A Father's Entrepreneurial Journey
Father's abrupt resignation led to starting a roofing business in Syracuse, NY, with challenges in harsh winters.
(28:22) Transition to Entrepreneurship
Personal anecdotes and support from family and friends led to the establishment of Gebhardt Group, a fulfilling career built on integrity and genuine client relationships.
(36:27) Family, Entrepreneurship, and Whole Wealth
Father's resignation letter inspires entrepreneurial journey, supported by wife, Gebhardt Group's unique approach to wealth management based on personal values and relationships.
(48:39) Whole Wealth Journey Curriculum
Exploring wealth curriculum, asset classes, relationships with money, people, and ourselves, with vulnerability and resources available on our website.
You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.
We would love to hear what you have to say about this episode. Please send us a text.
How would your life change if your financial decisions truly aligned with your core values? Get ready as we, Matthew Grishman and Jim Gebhardt, transform your money mindset with the evolution of Financial Sobriety to The Whole Wealth Journey. We share our holistic approach to wealth, focusing on the significance of integrating financial strategies with personal fulfillment and core values. Listen as we reflect on our experiences, highlighting the power of gratitude, meaningful relationships, and the importance of connecting with new people. By finding your 'why,' this episode sets the stage for a life resonant with your true self.Join us as we reflect on our five and a half-year journey with Financial Sobriety and the evolution of our wealth management practice. We discuss aligning our podcast’s mission with our work, emphasizing the need to concentrate on clients we best serve and enjoy working with. Personal stories of overcoming health challenges and striving for healthier relationships with money, ourselves, and others will inspire you to approach financial decisions with intentionality and clarity. This chapter of our journey aims to guide you towards achieving financial sobriety, enriching both your financial and personal lives.Finally, we dive into the deeper meaning of financial planning beyond mere monetary gains. Reflecting on our experiences with clients, we emphasize aligning financial choices with personal values and passions. Whether it's investing in your children's future or supporting charitable causes, financial decisions should support your life goals. We also discuss the entrepreneurial mindset and the importance of having a purpose beyond financial success. We'll close with essential insights into planning for both wealth and well-being, encouraging you to join us on the Whole Wealth journey. To learn more about The Whole Wealth Journey and how it can apply to you, visit: https://gebhardtgroupinc.com/
Episode Highlight Timestamps
(07:09 - 08:47) Evolution of Financial Sobriety
(12:38 - 13:29) Unique Money Relationship Education
(15:31 - 17:31) Redefining Wealth and Financial Education
(19:58 - 21:23) Wealth as a Journey of Self-Discovery
(22:43 - 23:58) Wealth and Values
(34:35 - 35:37) Elevating the Wealth Conversation
(39:39 - 40:55) Entrepreneurial Mindset Beyond Business
(44:15 - 45:14) Transitioning From Corporate to Independent
(46:19 - 48:55) Entrepreneurial Journey and Self-Discovery
(51:08 - 52:15) Evolving Wealth Journey and Impact
Chapter Summaries
(00:00) Whole Wealth JourneyRebranding to The Whole Wealth Journey, aligning finances with values, gratitude for health and relationships, finding personal fulfillment.
(07:58) The Path to Financial AlignmentOur journey with Financial Sobriety and wealth management, overcoming health challenges, and achieving intentionality in decisions and relationships.
(14:22) Financial Awakening and Next StepsTransformative journey of aligning financial life with purpose and values, breaking free from generational habits, nurturing healthy relationships.
(19:58) The Purpose of Wealth JourneyFinancial Sobriety leads to self-discovery and purpose, aligning values with plans and leveraging expertise for a richer life.(26:53) Elevating the Money ConversationFinancial planning should align with personal values and passions, prioritize life goals, and distinguish good debt from bad debt.
(35:37) Entrepreneur Mindset Beyond MoneySuccessful entrepreneurs may feel empty despite financial success; aligning resources with passion and purpose is crucial.
(44:15) Entrepreneurship
You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.
We would love to hear what you have to say about this episode. Please send us a text.
Can blaming debt for your financial struggles actually make things worse? This episode challenges Dave Ramsey's anti-debt stance, arguing that it might be causing parents to miss key opportunities for investing in their children's futures. Instead of fostering self-loathing and avoiding accountability, your hosts, Matthew Grishman and Jim Gebhardt advocate for a mindset rooted in self-love and personal responsibility. They believe this shift in thinking could alleviate numerous societal problems and pave the way for more intentional financial decisions.Dive into the "Five to Thrive" principles, where you'll learn the critical role of effort, preparedness, and accountability. Through personal experiences, like Matthew's support of his son Lucas's unconventional career choice as a gondola operator, they'll highlight the importance of unconditional love and encouraging our children to follow their passions. There's a common belief that teaching these core values can equip our children to excel in any field they choose, all while finding true happiness and fulfillment.Finally, the parenting journey takes on a new perspective as Matthew and Jim discuss evolving from protective "cops" to supportive "coaches" and, ultimately, "consultants" as their children grow. They'll underscore the importance of letting children experience failure to build resilience, sharing personal anecdotes that illustrate this challenging yet rewarding transition. This episode also explores how sharing our own mistakes can provide a realistic view of life, fostering open communication and trust. They reflect on their path towards holistic wealth and financial sobriety, contemplating what the future holds for our endeavors. Join them on this engaging exploration of personal growth, family dynamics, and the pursuit of holistic wealth.Call to learn more about Financial Sobriety: 877-283-9150 or email:[email protected]@yourfinancialsobrieyt.comOr visit the website at www.yourfiinancialsobriety.comEpisode Highlight Timestamps(07:14 - 08:13) Lessons in Raising Four Children(12:21 - 13:32) Parenting and Acts of Kindness(17:19 - 18:07) Phases of Parenting(24:13 - 24:50) Parenting Transition From Cop to Coach(29:02 - 30:55) Parenting Transition(32:34 - 33:54) Consulting With Adult Sons on Life(36:19 - 37:21) Learning From Financial MistakesChapter Summaries(00:00) Debt, Investing, Accountability, and MessageFinancial philosophies impact parenting and personal responsibility, with a critique of Dave Ramsey's anti-debt message and emphasis on self-love and accountability.(03:55) Principles for Success in LifeFive to Thrive principles shape a successful life, emphasizing effort and accountability, and supporting children's happiness and hard work.(17:46) Parenting PhasesParenting involves being a cop, then a coach, as children gain independence and learn from small failures.(24:54) Parenting Consultant Phase and ResilienceParenting journey through stages, allowing failure and independence, changing advice perception, modeling behavior for trust and communication.(37:21) Teaching Children About Mistakes and SuccessSharing successes and failures with kids teaches them about growth, vulnerability, and relationships, while our summer curriculum focuses on money, people, and self.(42:53) The Whole Wealth JourneyOur financial sobriety journey has led to healthier relationships with ourselves, loved ones, and money, setting the stage for holistic wealth.You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.
We would love to hear what you have to say about this episode. Please send us a text.
When co-host Matthew Grishman faced serious health issues, it became clear that healing needed to start from within before he could tackle anything else, be it financial or personal challenges. In this episode, we unpack the intricate connection between self-healing and overcoming life’s hurdles. Drawing from Matthew's own experiences, we explore how toxic relationships, whether with people or money, often mirror our broken relationship with ourselves. We'll share practical tips on how to move forward by focusing on the well-being of others. Patience, grace, and time are critical elements of this journey, and we offer actionable advice to help you get unstuck and grow.We also dive into the therapeutic benefits of journaling, a simple yet powerful tool to manage anxiety and achieve mental clarity. Inspired by mentors like Tim Adams and Dr. Joan Rosenberg, we discuss how allowing emotions to surface and transferring them to paper can significantly improve your emotional well-being and sleep quality. For parents, we offer valuable insights on making the most of the summer with your children while instilling the principles of financial sobriety. Whether your kids are young or fully grown, maintaining a growth mindset and engaging meaningfully with them can make this season a time of tremendous growth and connection for the entire family.Call to learn more: 877-283-9150 or email:[email protected]@yourfinancialsobrieyt.comOr visit the website at www.yourfiinancialsobriety.com(00:00) The Power of Self-Healing and SupportRelationship with oneself is key to healing financial and personal challenges, with a focus on growth mindset and helping others.(06:30) Journaling for Mental HealthHolding space, deeply listening, and journaling can alleviate anxiety and improve sleep, as advised by mentors Tim Adams and Dr. Joan Rosenberg.(10:14) Parenting Tips for Summer SuccessGraduation season is a time to reflect and engage with our children, maintain a growth mindset, and discuss financial sobriety.You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.
We would love to hear what you have to say about this episode. Please send us a text.
Join us, your hosts, Matthew Grishman and Jim Gebhardt, for an insightful journey through the various facets of life's milestones and personal growth in this episode. Reflecting on the graduation season, we explore the idea that graduation is not just an end but a midpoint in life's journey, emphasizing the importance of taking time to reflect on accomplishments and future directions.We then shift our focus to the financial side of things, where Jim recounts an interesting lunch with fellow advisors. This discussion highlights our evolving mindset from competition to collaboration, striving to be the best versions of ourselves. By measuring success through self-improvement and overcoming a fixed mindset, we share practical steps and personal anecdotes to illustrate the broader theme of gradual, consistent growth. We emphasize the significance of small actions and the importance of fostering a growth mindset to better serve our community.Finally, we close with a realization of the truest sense of graduation in a personal revelation.Call to learn more about Financial Sobriety: 877-283-9150 or email:[email protected]@yourfinancialsobrieyt.comOr visit the website at www.yourfiinancialsobriety.comChapter Summaries(00:00) Reflections on Graduation SeasonGratitude, family time, graduation season, reflection on accomplishments and future directions.(10:45) Evolving Beyond Competition and ComparisonCollaborative mindset shift from competition to growth, measuring success by past selves, overcoming fixed mindset, gradual self-improvement.(19:04) Progress Over PerfectionNature's "awareness principle" and using tools like the "say no more" list to reduce unhealthy habits and embrace imperfections.(28:23) The Power of PerspectiveTransformative power of growth mindset, personal health crisis, self-sufficiency, financial sobriety journey, patience, and personal development.You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.
We would love to hear what you have to say about this episode. Please send us a text.
Unlock the secrets to financial stability and emotional fulfillment in this latest episode, where your hosts Jim Gebhardt and Matthew Grishman promise to provide you with actionable insights to master your finances and enrich your life experiences. We start on a high note, celebrating personal victories such as finally perfecting that elusive golf swing with a little help from friends. There's also an uplifting story about Jim's daughter's adventurous cross-country road trip as she embarks on her graduate school journey, bringing a mix of excitement and anticipation into the discussion.Transitioning to financial planning, get introduced to the innovative "money barrels" framework. Discover how segmenting your retirement funds into different timeframes—now, soon, later, and never—can optimize your portfolio and enhance your financial security. The guys delve into the nitty-gritty details of managing cash flow and assets, emphasizing how the "now" and "never" barrels can contribute to peace of mind and long-term stability, especially for those nearing retirement.Lastly, see how your hosts tackle the ever-important topic of risk management within investment portfolios. Using cutting-edge tools like Nitrogen software, they'll help you understand your risk tolerance and make informed decisions about your investments. Our goal is to guide you to protecting the wealth you've worked so hard to build.Call to learn more about Financial Sobriety: 877-283-9150 or email:[email protected]@yourfinancialsobrieyt.comOr visit the website at www.yourfiinancialsobriety.comHIGHLIGHT TIMESTAMPS(03:28 - 04:21) Investment Strategy Recap and Implementation(07:36 - 08:36) Unlocking Awareness Around Portfolio Design(16:59 - 18:09) Wealth Preservation and Family Planning(22:09 - 24:16) Wealth Planning and Financial Security(33:04 - 34:15) Long-Term Barrel Investment Strategy(36:58 - 38:59) Financial Planning and the 4% Rule(45:59 - 47:20) Risk Management With Emotional Measurement(49:29 - 51:03) Managing Risk Through Financial AllocationCHAPTER TIMESTAMPS(00:00) Focus on Gratitude and Excitement(03:28) Money Barrels Framework for Investments(11:36) Financial Planning and Wealth Management(20:29) Financial Planning(33:44) Constructing the Future Financial Portfolio(45:14) Understanding and Managing Investment Risk(50:40) Building Wealth With Financial SobrietySHORT CHAPTER SUMMARIES(00:00) Focus on Gratitude and ExcitementGratitude for sports achievements, excitement for family member's return and cross-country road trip adventures at national parks.(03:28) Money Barrels Framework for InvestmentsRetirement funds can be optimized by segmenting investments into different "money barrels" based on timeframe.(11:36) Financial Planning and Wealth ManagementManaging cash flow and assets for financial stability, including liquid reserves and preserving certain assets for long-term security.(20:29) Financial PlanningMaximize financial resources throughout life, use money intentionally for experiences and loved ones, identify needs for security and fulfillment.(33:44) Constructing the Future Financial PortfolioNature's "barrels" of investment, risk tolerance, time frames, and retirement planning with the 4% rule.(45:14) Understanding and Managing Investment RiskNitrogen's software helps clients understand risk tolerance and adjust 401k allocation, considering market conditions and buffered ETFs.(50:40) Building Wealth With Financial SobrietyApproach wealth management from a position of strength, be aware of risks, protect your financial future.You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.
The podcast currently has 151 episodes available.
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