Unlock the secrets of financial mastery and legacy building that have stood the test of time as your hosts, Matthew and Jim, explore the intricate dance of control within our economic lives. Embark on a journey through personal anecdotes and historical insights that reveal how to navigate the realms both within and beyond our grasp—from the rise and fall of dynasties to the daily temptations of impulsive purchases. They'll discuss how adjusting investment risks, understanding tax implications, and timing financial moves can shape our fiscal destiny, with an engaging look back at the contrasting fates of the Vanderbilts and the Rothschilds.

This episode also displays the transformative 10-10-10 principle that keeps wallets in check. Whether wrestling the allure of shiny new gadgets or a luxurious set of golf clubs, you'll learn how to triumph over instant gratification. This candid conversation about financial discipline serves as a reminder of the power in pausing to ponder the lasting impact of our spending choices, ensuring our money aligns with our life's true priorities.

Finally, the guys traverse the landscape of wealth and legacy planning, spotlighting the critical issue of 'longevity risk' and the need for financial strategies robust enough to support a life well-lived. Digging into the wisdom of the world's most affluent families, a dissection of the Rothschild's enduring methods for wealth preservation and the importance of instilling values for stewardship across generations is discussed and compared to the Vanderbilt's very different formula. Reflection on the necessity of discretion and private family matters, seals our exploration with a discussion on the profound significance of preparing heirs to not just inherit wealth, but to wield it with purpose and responsibility.

Call to learn more: 877-283-9150 or email:
Jim@yourfinanciasobriety.com
Matthew@yourfinancialsobrieyt.com
Or visit the website at www.yourfiinancialsobriety.com

Episode 124: Maximum Uncertainty? Let's Revisit the Blueprint.

Financial Sobriety is the personal journey of Matthew Grishman and how it almost cost him his family, his wealth, his life. A rock star presenter to financial advisors for his products and services, he had a devastating secret. His own finances were a trainwreck. Hear how he went from living large with a six figure income... to broke. Financial Sobriety is about rebuilding your life and your relationship with money and people with the program and process Matthew and co-host and business partner, Jim Gebhardt created. This first episode sets the tone for the program as the true story of financial destruction gets told and begins the direction toward reconstruction.

Episode 1: Matthews Story...The financial trainwreck

In this second episode of Financial Sobriety, hear your hosts Matthew and Jim explain the beginning of the journey to financial health.  Getting financially sober requires some steps and you'll hear both personal and client stories as the start of the process is clearly spelled out.  Let them take you on that first step with specific direction, if you're willing and able. With descriptive and simple suggestions, this episode could be the change you've needed to get you started with your new relationship with money.

Episode 2: Getting back on track.  How the journey begins.

In this episode, hear Matthew and Jim give you the history of "bag o' crap", their stories on money and wealth and the true meaning and relationship they have to each.  You'll also get the steps to take inventory of what you have... in more ways than one and the details of FORM, Family/Occupation/Recreation/Money, will be discussed along with the necessary steps you can take to continue your journey to Financial Sobriety.  Each episode is linear in the process to accomplishing your personal objectives for Financial Sobriety.  +

Episode 3: Bag o' Crap and FORM explained.

What if this "stay at home" order actually had a huge positive benefit to your family?  Here our guest, Todd Kinkade's positive take on being home. 

In this podcast we check in on an old friend that lives in Hawaii.  We wanted to know how living with a pandemic is in Hawaii!  Of all the places to be...it seems like there could be a lot worse places to shelter in place! Todd Kinkade has a unique and positive outlook on how he and his family are embracing the best parts of being together as a family.  In his own words, Todd says that he has a face for radio but not the voice!  He also said that he isn't as funny as he thinks he is!  We loved talking with him and we think you will enjoy the interview!

Todd Kinkade shares the positive side of staying home during the Pandemic!

Matthew Grishman had it all...a beautiful wife and family, success, influence, recognition from his industry peers, a nice car and a beautiful house.  In 2005 he had just received his largest monthly commission check ever...$50,000 and within a week it was GONE!  It had not been stolen.  It wasn't taken without his knowledge.  In a single devastating morning, Matthew came face-to-face with his unchecked spending and it almost ruined everything that he had worked all his life to achieve. 

In this riveting interview, Matthew Grishman (now a Financial Advisor) tells his incredible story of how stigma, emotional challenges and an unhealthy relationship with money lead him to use money as a solution to feel better about himself.  He has turned his mistakes and lessons learned into a crusade to help people have a better, more healthy relationship with money.  He calls it Financial Sobriety!  If you think your own relationship with money could be improved, you won't want to miss this podcast!

UNCHECKED SPENDING almost cost him his life - Matthew Grishman's Story

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/

Episode 124: Maximum Uncertainty? Let's Revisit the Blueprint.

The Whole Wealth Journey

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