Episode 163: Unpacking Your Story - An Entrepreneurs Journey From Scarcity to Security.
OCT 23, 202542 MIN
Episode 163: Unpacking Your Story - An Entrepreneurs Journey From Scarcity to Security.
OCT 23, 202542 MIN
Description
We would love to hear what you have to say about this episode. Please send us a text.This episode, hosts Jim Gebhardt and Matthew Grishman dive into the concept of work-life balance and reflect on their own journeys towards financial confidence. They discuss the importance of gratitude, building meaningful relationships, and finding clarity in financial decisions. The guys elaborate on their experiences with financial confidence, the significance of understanding clients' personal values, and how intentionality with money can lead to greater fulfillment and empowerment in financial decision-making one faces as an entrepreneur.Chapter Breaks00:00 Introduction to Work-Life Balance00:34 Meet the Hosts: Jim and Matthew00:50 Gratitude Moments02:35 Special Guest: Daughter Grace in the Studio04:54 Deep Dive: Financial Conversations14:29 Understanding Financial Confidence21:51 The Importance of Intentionality with Money22:22 Managing Joint and Separate Bank Accounts23:50 The Power of Visualization in Financial Planning24:59 Overcoming Financial Anxiety26:15 The Journey from Scarcity to Abundance26:36 The Role of Debt in Financial Confidence28:29 Finding Purpose Beyond Financial Success31:09 The Importance of Authenticity in Personal and Professional Life37:14 Defining Financial Confidence and Personal Investment40:43 Conclusion and Final ThoughtsLearn 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.