Episode 134: Creating Wealth With Purpose to Pursue Passions and Meaningful Memories.

The Whole Wealth Journey

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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.