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Have you ever sat down and really thought about the best investment you ever made? Was it a business idea? A real estate venture? A hot stock? Join your hosts Matthew Grishman and Jim Gebhardt, as they reveal the best investments they’ve ever made as wealth advisors and lifelong entrepreneurs. 

Kicking off each episode with gratitude, this week the guys explore the significance these best investments have had on their business and personal lives. Hint: these life-changing investments are what ultimately brought Matthew and Jim together in business and friendship. 

The conversation shifts to how the guys help their entrepreneur clients begin building the blueprint for living Life 3.0. It starts with recognizing what you have the most control over in the world of finance and investing: risk, taxes, and cash flow. Yes, you have more control over these than you might think! 

Discover the true value of collaborating with great tax professionals who challenge conventional thinking. But beware, tax schemes loom around every corner! Matthew and Jim share valuable insight on some of the hidden taxes inside different investment products you may own inside your investment accounts. Awareness is essential for the entrepreneur seeking what’s next! 

Finally, the guys explore the nuances of how estate planning fits in to building your Blueprint. They weave together insights to craft a comprehensive blueprint for living Life 3.0, creating the legacy you want, and how you can protect the generational wealth required to see that legacy through. 

CHAPTER SUMMARIES
(00:00) Investing in Self-Gratitude
Nature's warmth in summer, investing in oneself, moving to California, adapting to new environment, personal growth and relationships.

(10:29) Strategic Tax Planning for Entrepreneurs
Collaborate with CPAs for tax planning, tailor strategies to individual circumstances, and consider future implications beyond monetary gains.

(23:57) Estate Planning and Tax Strategies
Estate planning and life insurance can prevent financial burdens, while ETFs offer tax efficiency and control in investment strategies.

(34:51) Mastering Intentional Spending and Wealth Accumulation
10-10-10 principle helps manage impulse purchases and highlights the importance of intentional spending and financial awareness.

(44:45) Building Generational Wealth Blueprint
Estate planning, margins of safety, and Life 3.0 are crucial for creating and preserving generational wealth.

You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.