Episode 160: Personal Planning. A Practical, Proven Process for Entrepreneurs.

Episode 160: Personal Planning. A Practical, Proven Process for Entrepreneurs.

Financial Sobriety

Matthew Grishman and Jim Gebhardt discuss 'Life 3.0,' focusing on personal planning for entrepreneurs post-business exit. They highlight the importance of time management and strategic planning.

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1:03:4511 Sept 2025

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Crafting Life 3.0: A Practical Guide for Entrepreneurs

Episode Overview

  • Personal planning is crucial alongside business and financial planning.
  • Understanding time as a finite resource is key to effective planning.
  • 'Who, not how' can revolutionise strategic planning.
  • Auditing your support system is vital for personal growth.
  • Small steps can lead to significant recovery and progress.
We have a finite amount of time. And we don't know how much it is.

What remarkable journeys have people faced head-on against addiction? In this episode of Financial Sobriety, Matthew Grishman and Jim Gebhardt tackle the intricate process of personal planning for entrepreneurs. They explore 'Life 3.0,' a concept where entrepreneurs can build meaningful lives post-business exit, and discuss how personal planning is as crucial as business and financial planning.

With a humorous touch, they highlight the importance of time as a finite resource, likening it to a 401k account that could run out unexpectedly. Through anecdotes, Matthew shares his personal journey of recovery, emphasising the power of small steps and the revolutionary idea of 'who, not how' in strategic planning. The episode offers a practical roadmap to better wealth and well-being, encouraging listeners to audit their support systems and identify key players in their personal planning team.

Whether it's about assembling a team or setting intentional goals, this episode promises to equip entrepreneurs with the tools to thrive in their next chapter. Are you ready to take small steps towards your 'Life 3.0'?

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