In The 608 hosts Ben Anton and Asher Masino are joined by longtime podcast contributor Phil Plourd. Phil has delivered his segment “Beyond the 608” providing the bigger picture of the economy as it relates to the national real estate market for years.

Get advice on private mortgage insurace with the "Top Of The Hour Tip." Hear what’s happening right now for buyers and sellers in the real estate market with the Market Update. Episode 6.6 - June 2024

Going beyond with Phil Plourd

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:
Jim@yourfinanciasobriety.com
Matthew@yourfinancialsobrieyt.com
Or visit the website at www.yourfiinancialsobriety.com

Chapter Summaries
(00:00) Reflections on Graduation Season
Gratitude, family time, graduation season, reflection on accomplishments and future directions.

(10:45) Evolving Beyond Competition and Comparison
Collaborative mindset shift from competition to growth, measuring success by past selves, overcoming fixed mindset, gradual self-improvement.

(19:04) Progress Over Perfection
Nature's "awareness principle" and using tools like the "say no more" list to reduce unhealthy habits and embrace imperfections.

(28:23) The Power of Perspective
Transformative power of growth mindset, personal health crisis, self-sufficiency, financial sobriety journey, patience, and personal development.

Episode 130: Growth Mindset to Graduation Milestones-Putting Perfection Into Perspective.

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:
Jim@yourfinanciasobriety.com
Matthew@yourfinancialsobrieyt.com

Or visit the website at www.yourfiinancialsobriety.com
(00:00) The Power of Self-Healing and Support
Relationship with oneself is key to healing financial and personal challenges, with a focus on growth mindset and helping others.

(06:30) Journaling for Mental Health
Holding 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 Success
Graduation season is a time to reflect and engage with our children, maintain a growth mindset, and discuss financial sobriety.

Episode 131: Bonus Track of Tips and Tricks on Getting Mindset in Motion.

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:
Jim@yourfinanciasobriety.com
Matthew@yourfinancialsobrieyt.com
Or visit the website at www.yourfiinancialsobriety.com

Episode 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 Mistakes

Chapter Summaries(00:00) Debt, Investing, Accountability, and Message
Financial 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 Life
Five to Thrive principles shape a successful life, emphasizing effort and accountability, and supporting children's happiness and hard work.

(17:46) Parenting Phases
Parenting involves being a cop, then a coach, as children gain independence and learn from small failures.

(24:54) Parenting Consultant Phase and Resilience
Parenting journey through stages, allowing failure and independence, changing advice perception, modeling behavior for trust and communication.

(37:21) Teaching Children About Mistakes and Success
Sharing 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 Journey
Our financial sobriety journey has led to healthier relationships with ourselves, loved ones, and money, setting the stage for holistic wealth.

Episode 132: Graduation Part II - Cops to Coaches to Consultants. Developing Our Children.

In The 608 hosts Ben Anton and Asher Masino ponder the question: how do you literally move a house in Madison? They speak to developer Brandon Cook, the person behind a viral summer sensation that captured a multiple story building slowly moving down the streets of Madison.

Get advice on keeping your home dry during the rainy season with the "Top Of The Hour Tip" and hear what’s happening right now for buyers and sellers in the real estate market with the Market Update. Episode 6.7 - June 2024

How to (literally) move a house

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 Journey
Rebranding to The Whole Wealth Journey, aligning finances with values, gratitude for health and relationships, finding personal fulfillment.

(07:58) The Path to Financial Alignment
Our journey with Financial Sobriety and wealth management, overcoming health challenges, and achieving intentionality in decisions and relationships.

(14:22) Financial Awakening and Next Steps
Transformative journey of aligning financial life with purpose and values, breaking free from generational habits, nurturing healthy relationships.

(19:58) The Purpose of Wealth Journey
Financial Sobriety leads to self-discovery and purpose, aligning values with plans and leveraging expertise for a richer life.

(26:53) Elevating the Money Conversation
Financial planning should align with personal values and passions, prioritize life goals, and distinguish good debt from bad debt.

(35:37) Entrepreneur Mindset Beyond Money
Successful entrepreneurs may feel empty despite financial success; aligning resources with passion and purpose is crucial.

(44:15) Entrepreneurship, Ownership Culture, and Financial Sobriety
Transition from corporate to entrepreneurship, mental shift, self-responsibility, overcoming scarcity mindset, building a self-reliant team.

(52:43) Planning for Wealth and Well-Being
Join us on the Whole Wealth journey to align your future with core values and intentions for a fulfilling life.

Episode 133: Welcome to The Whole Wealth Journey; Getting More From Your Money Than Just More Money.

"Welcome back to the Spark Rental show! I'm your host, Brian Davis, co-founder of Spark Rental. Today, we're joined by Sharon Hayut, Managing Director of Magnus Financial, to discuss effective strategies for creating generational wealth. Sharon shares her expert insights on planning, tax strategies, and educating the next generation to ensure financial literacy and responsibility. Whether you're looking to leave behind real estate, a family business, or substantial financial assets, this episode offers practical advice to help you create a lasting legacy.                                                                                     📲 Connect with Us:
Learn more about Sharon Hayut: www.magnusfinancial.com

Take our free class on private equity real estate investing: Hack the Rich: 7 Secrets from Private Equity Real Estate...https://sparkrental.com/


Website: sparkrental.com
Twitter: @SparkRental
Facebook: SparkRental
LinkedIn: SparkRental
If you enjoyed this video, please like, share, and subscribe! And don't forget to leave a comment with your thoughts or questions. See you next time!                                   Subscribe for more videos: https://www.youtube.com/channel/UCMHtAJHFPDkSdjpMKm28pFw"

Ep 221 : Strategies for Creating Generational Wealth: Insights from Sharon Hayut

"Welcome back to the Spark Rental show! I'm your host, Brian Davis, co-founder of Spark Rental. Today, we're joined by Sharon Hayut, Managing Director of Magnus Financial, to discuss the innovative concept of a cash diet. Sharon explains how using only cash for a set period can help you identify leaks in your budget and curb unnecessary spending. Learn practical steps to implement a cash diet, the importance of tracking your expenses, and tips to ensure financial discipline. If you're looking to gain control over your spending and boost your savings, this episode is for you!                                                              📲 Connect with Us:
Learn more about Sharon Hayut: www.magnusfinancial.com

Take our free class on private equity real estate investing: Hack the Rich: 7 Secrets from Private Equity Real Estate...https://sparkrental.com/


Website: sparkrental.com
Twitter: @SparkRental
Facebook: SparkRental
LinkedIn: SparkRental
If you enjoyed this video, please like, share, and subscribe! And don't forget to leave a comment with your thoughts or questions. See you next time!                                   Subscribe for more videos: https://www.youtube.com/channel/UCMHtAJHFPDkSdjpMKm28pFw"

Ep. 222: Find The Leaks In Your Budget With A Cash Diet (with Sharon Hayut)

Listen to my Sunday Money Show podcast (October 27, 2024) as I discussed the latest interest rate decisions made by the Bank of Canada, the upcoming U.S. Federal Reserve interest rate announcement, and more.

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com  
I am happy to answer your questions on air on my next show.

Interest Rate Decisions - The Sunday Money Show

Continuous learning, disciplined spending, and willingness to take calculated risks are the keys to financial freedom - allowing investors to pursue their passions.

On this episode of The Pure Property Podcast, co-hosts Phil Tarrant and Paul Glossop sit down with William Leung who started investing to have the freedom to pursue his passions and spend time with loved ones – and how he invested to achieve this dream.

William, who is a former project manager in the construction industry, talks about the importance of “strategic patience” and the need for investors to understand that “true success” is a marathon, not a sprint.

Together, the trio discuss strategies around building a successful property portfolio through continuous learning, disciplined spending, the willingness to take calculated risks, and having a clear understanding of why you are investing in the first place.

Investing to fulfil your passions

Whether you are considering buying your first investment property or reaching property mogul status, Pure Property Investment’s Paul Glossop helps dissect the fundamentals through to large scale property development and everything in-between.

Senior Investment Advisor - Allan Small Financial Group with iA Private Wealth Inc. Catch me on CP24, BNN, 680 News, Newstalk 1010 and feel free to call or email me at 416 332 3863, allan@allansmall.com.

'Investing This Week with Allan Small' delivers insights, tips and commentary on current events from an investment perspective, providing practical advice for people looking to invest and navigate changing stock markets. Allan analyzes what’s happening in the news… in the markets… and how the two impact investment decisions. This weekly podcast includes Allan’s biweekly Sunday Money Show with CFRB Newstalk 1010 as well as tips on what investors should be considering over the next 5-10 business days.

Real Estate in the 608 is an interview driven podcast, book-ended  with reoccurring features. We will dig deeper in to all aspects of Madison home and rental property ownership. Guests will include partners from financing to plumbing, carpeting to drywall, even other agents/brokers.

After an out-of-control money addiction cost him nearly everything, Matthew Grishman hit rock bottom and was faced with a critical decision: make massive changes to how he was living his life - OR - die broke and alone. 

Matthew chose change. But he also knew he could not make this change on his own. Fortunately Matthew met a man who was willing and able to help him begin a new lifelong journey of making amends with the three most challenging relationships in his life; his relationship with money, his relationship with people, and his relationship with self. 

Financial Sobriety was the path and curriculum Matthew and that man, Jim Gebhardt, (now his business partner and dear friend) developed to help others become much more intentional with those same three complex and interconnected relationships: money, people, and self.  The original Financial Sobriety podcast takes listeners through the steps, sequence and strategies Matthew used to recover and find true wealth. It is designed to help you, the listener, do the same in a very safe, informal, conversational, and somewhat tutorial step by step way. Matthew and Jim share stories and invite guests on to the show to support the success and evolution of this life-saving journey called Financial Sobriety. 

True wealth is about so much more than having a lot of money, or having a lot of stuff - it's about being 100% intentional with your three most intimate and complicated relationships in life: money, people, and self. 

And now, as Financial Sobriety has reached a turning point, a graduation of sorts, The Whole Wealth Journey is born. This is the natural outgrowth of the lessons of Financial Sobriety as you now progress into a fully encompassing process of intentionality and action. This is program for people who want more from their money than just more money. Understanding the processes of Financial Sobriety, it's now time to move on to The Whole Wealth Journey and gaining a key understanding of the people, passions and experiences that mean the most in your life.

You can find the book, "Financial Sobriety" at www.yourfinancialsobriety.com or you can order by tapping the following link: https://www.amazon.com/Financial-Sobriety-Rebuilding-Relationship-Money/dp/171055519X.

You can learn more about the Gebhardt Group, Inc by visiting https://gebhardtgroupinc.com/

You don't need to be rich to invest in real estate. And you don't need to become a landlord either. In quick 5-20 minute bites, learn how to invest small amounts in passive real estate investments such as syndications, notes, and funds. We also cover how to buy properties actively if you do want to invest in real estate as a side hustle. With enough passive income, you reach financial independence — and your day job becomes optional.

New tracks tagged #financial,