Best Gebhardt Group Podcasts (2025)

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Episode 155: Encore Edition. How the Whole Wealth Journey Begins. 1:04:51

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We would love to hear what you have to say about this episode. Please send us a text. This is an encore episode of the introduction to the Whole Wealth Journey process that released previously in August, 2024. It's a good refresher or introduction to your hosts, Matthew Grishman and Jim Gebhardt. Enjoy... Gratitude is a big part of the Whole Wealth…

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06.15.2025 I Tough Conversations With Your Kids 42:38

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We offer ways to face tough money and life conversations with your children.

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06.08.2025 I Investing Should Be Boring 42:43

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If your portfolio gives you a rush, you might be doing it wrong.

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Episode 154: Bridging the Wealth Gap - Where You Are vs Where You Want to Be 59:14

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We would love to hear what you have to say about this episode. Please send us a text. Transitioning from business ownership brings its own set of challenges, particularly when one's identity is closely tied to their professional life. Join us, Jim Gebhardt and Matthew Grishman as we dive into the complexities of the "wealth gap," where post-sale li…

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06.01.2025 I Ask Bruce and Peg Anything 42:41

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This week, Bruce and Peg are opening the show to listener questions.

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05.25.2025 I What Octogenarians Want You To Know 42:43

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Older age brings lots of wisdom, plus some regrets, about saving for retirement.

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Episode 153: Wealth Built With Clarity and Intentionality. 48:50

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We would love to hear what you have to say about this episode. Please send us a text. Harnessing the strength of intentionality and the power of clarity, learn how to cultivate a warrior mentality in our fast-paced world. Your hosts, Jim Gebhardt and Matthew Grishman explore the space between stimulus and reaction to develop mental toughness and in…

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05.18.2025 I Visualizing Your Financial Future 42:37

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People who set savings goals after visualizing what their retirement might look like are more likely to prepare for it.

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05.11.2025 I Women and Wealth 42:45

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Retirement planning is crucial for everyone, but it introduces particular challenges for women.

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Episode 152: Financial Clarity Begins With Personal Awareness 40:52

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We would love to hear what you have to say about this episode. Please send us a text. What if embracing gratitude could transform how you experience life's fleeting moments? Everything is temporary and the need to slow down to reflect on expectations for the future is a requirement. That has to start, however, with recognition that one must be awar…

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05.04.2025 I Ask Bruce and Peg Anything 42:45

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This week, Bruce and Peg opened the show to listener questions.

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04.27.2025 I Staying the Course in Uncertain Markets 42:40

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Don’t confuse short-term noise in the markets with long-term trends.

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Episode 151: Entrepreneurial Awareness and the Principle of the Four P's. 43:58

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We would love to hear what you have to say about this episode. Please send us a text. Experience the profound journey of personal growth and gratitude in our latest episode, where we celebrate Matthew's milestone of 3,000 days of sobriety. We'll explore how these accomplishments are not isolated victories but part of a greater tapestry of resilienc…

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04.20.2025 I Five Things You Need to Know About Social Security 42:33

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Maximizing Social Security benefits isn’t straightforward, but it’s a critical aspect of financial planning.

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04.13.2025 I Simplify Your Financial Life 42:38

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More adult children are returning home, and parents need a plan for helping them without jeopardizing their own financial futures.

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04.06.2025 I Ask Bruce and Peg Anything 42:44

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This week, Bruce and Peg are opening the show to listener questions.

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Episode 150: Building Trust in Relationships Through Interest, Communication and Empathy 1:02:53

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We would love to hear what you have to say about this episode. Please send us a text. How do you unlock the secrets to a healthier, more fulfilling life ? By harnessing the power of relationships. Can knowing the right people really expedite your path to recovery and growth? Explore the profound influence of connections as we share personal stories…

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03.30.2025 I Planning for a 60-Year Career 42:37

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We’re exploring the concept of a 60-year career and the financial planning required to sustain it.

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Episode 149: Leadership Inspires Culture and Confidence. 46:58

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We would love to hear what you have to say about this episode. Please send us a text. What if you could unlock the secrets to raising resilient children and transforming business leadership simultaneously? Discover how shifting focus from participation trophies to genuine resilience can shape future leaders, both at home and in the marketplace. Thr…

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03.23.2025 I Spring-Clean Your Finances 42:39

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With spring just around the corner, it’s the perfect time to refresh and reorganize our financial lives.

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03.16.2025 I Deregulation and the Markets 42:45

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The history of deregulation can teach us a lot about the risks and opportunities that are emerging in today’s market landscape

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03.09.2025 I Ask Bruce and Peg Anything 42:42

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This week, Bruce and Peg are opening the show to listener questions.

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03.02.2025 I Financial Planning Tips For Small Business Owners 42:45

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We’ll cover key financial planning strategies to ensure business owners are building personal wealth alongside their business success.

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Episode 148: Fostering Resilience with Confidence and Clarity. 51:13

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We would love to hear what you have to say about this episode. Please send us a text. After a health scares prompted us to reevaluate our priorities, we realized that gratitude, presence, and confidence play crucial roles in nurturing both personal growth and business success. Embracing emotions like fear and sadness without resistance can enhance …

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02.23.25 I Why Are So Many Wealthy People Afraid of Spending? 42:44

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Many financially successful people find themselves reluctant to spend the money they’ve worked so hard to accumulate.

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02.16.25 I Five Tough Questions To Ask Before Retirement 42:36

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Retirement is a major life transition that requires careful planning and thoughtful consideration.

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02.09.25 I Tips for Avoiding Tax-Related Cybercrime 42:47

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This month many of us are gearing up for tax season. Unfortunately, with the increasing number of tax-fraud cases and scams that target wealthy individuals, that means being extra vigilant to safeguard your sensitive personal and financial information. Today’s program focuses on tips to protect yourself from tax-filing scams and fraudsters. Today’s…

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02.02.2025 - Ask Bruce and Peg Anything 42:37

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This week, Bruce and Peg are opening the show to listener questions

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01.26.2025 - Hedging Inflation in Your Portfolio 42:42

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Inflation can impact the real rate of return you earn from financial assets. Here are some ways to lessen the impact.

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Episode 147: Embracing Vulnerability for Deeper Connection. 1:06:07

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We would love to hear what you have to say about this episode. Please send us a text. What happens when unexpected challenges throw your family into disarray? Imagine having to make tough parenting decisions while nurturing the resilience and gratitude needed to thrive. Hosts, Matthew Grishman and Jim Gebhardt take you through personal journeys of …

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01.19.25 I Helping Boomerang Children 42:36

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More adult children are returning home, and parents need a plan for helping them without jeopardizing their own financial futures.

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01.12.25 I Aligning Money with Meaning 40:46

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Setting purposeful goals begins with figuring out what matters most to you.

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01.05.25 - Ask Bruce and Peg Anything 41:36

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This week, Bruce and Peg are opening the show to listener questions.

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12.29.24 - Resolutions vs. Enduring Truths 42:45

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Our thoughts on how to navigate financial decisions with greater clarity and confidence, avoiding the pitfalls of short-term thinking and impulsive resolutions.

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12.22.24 I 2024 Market Review, and Looking Ahead 42:24

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We wrap up the key economic and market factors that influenced returns in 2024 and that may have an impact on your investment strategy next year.

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12.15.24 I Start Now: The Transformative Power of Saving Early 42:43

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Good savings habits are critical to building a strong financial foundation.

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12.08.24 I Ask Bruce and Peg Anything 42:39

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This week, Bruce and Peg are opening the show to listener questions.

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Episode 146: The Epicenter of Wealth Begins With an Understanding of Gratitude. 54:30

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We would love to hear what you have to say about this episode. Please send us a text. Feeling overwhelmed by the general hustle of, well, life? Picture a reality where slowing down is the key to unlocking success and personal growth. In this episode Matthew and Jim explore this concept with a blend of descriptive themes and personal anecdotes. The …

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Episode 145: Peeking Into 2025 With Intention NOT Resolution. 1:01:07

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We would love to hear what you have to say about this episode. Please send us a text. As we navigated the roller coaster of 2024, we found ourselves reflecting on the resilience and gratitude that have become cornerstones of our journey. From the heartache of loss to the overwhelming stress of global uncertainty, each moment taught us invaluable le…

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Episode 144: A Holiday Reflection on Five Years of the Journey Toward Whole Wealth. 34:49

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We would love to hear what you have to say about this episode. Please send us a text. Reflecting back to a certain Christmas Eve five years ago, we embarked on a journey that reshaped our approach to finances by aligning them with life's true purpose. That pivotal moment, intertwined with unexpected connections and encounters, taught us the value o…

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Episode 143: Curiosity and Connection: Transforming Retirement With Intentionality and Mindfulness. 1:09:44

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We would love to hear what you have to say about this episode. Please send us a text. Can a simple change in your workout routine transform your perspective on life? Uncover the unexpected benefits of ditching distractions as we share personal stories of growth from skepticism to appreciation. We'll explore how shifting from judgment to curiosity c…

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12.01.24 I End-Of-Year Financial Planning Moves 42:44

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As we approach the year-end, it’s the perfect time to make sure your money is working as hard as you do.

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11.24.24 I Reasons To Be Thankful 42:49

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For many, 2024 was a tough year. This week, we’re focusing on finding gratitude amid the challenges Americans are currently facing, and the emotions they may be feeling.

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11.17.24 I The Election Is Finally Over. Now What? 42:41

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Here are key points that investors should consider post-election, especially in light of potential market volatility and upcoming tax law changes.

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11.10.24 I Empowering Your Future 42:19

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Baby Boomers are retiring, and Gen Xers are close on their heels. What aren’t they doing? Bringing adult children into the conversation.

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11.03.24 I Ask Bruce and Peg Anything 42:29

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This week, Bruce and Peg opening the show to listener questions.

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Episode 142: Building the Blueprint for What's Next. 48:19

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We would love to hear what you have to say about this episode. Please send us a text. 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 adviso…

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Episode 141: Entrepreneurial Success Comes with Risk but Are Your Financial Strategies Secure? 53:39

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We would love to hear what you have to say about this episode. Please send us a text. Risk is a huge part of entrepreneurship. But it’s more than a numbers game—it's about identifying where your finances stray from your core values and life goals. As we come closer to the end of the financial planning stage of the Whole Wealth Journey, we dive deep…

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10.27.2024 | An Update on Social Security for 2025 42:42

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Social Security benefits will increase more in line with historical trends in 2025. Here’s what you need to know in this special episode with guest, Rhonda Whitenack from the Social Security Administration.

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10.20.2024 I End-of-Life Care Planning 42:32

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In addition to helping people die with dignity, the end of someone's life can bring a host of financial concerns. Bruce Helmer and Peg Webb offer tips and tools in this episode of Your Money.