Financial Sobriety

Financial Sobriety

Gebhardt Group, Inc.

  • Episode 161: Entrepreneur's Personal Planning Series Wrap-Up.

Episode 161: Entrepreneur's Personal Planning Series Wrap-Up.

Thursday 25th September 2025

Explore the intersection of personal and financial planning for entrepreneurs in this engaging wrap-up of the series.
54 minutes
Inspiring
Informative
Encouraging
Hopeful
Honest

About this podcast

Financial Sobriety
Overview:
Categories:
Financial Health in Recovery
Sobriety Toolkit
Navigating Intimate Relationships
Body & Mind
Parenting & Children
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Entrepreneurial Journey: From Exit to Life 3.0

Episode Overview

  • Embrace resistance as a catalyst for personal growth.
  • 'Who, not how' mindset is key for entrepreneurs.
  • Balance personal and financial planning post-exit.
  • Prioritise personal planning alongside financial goals.
  • Understand the importance of clarity, confidence, and capability.
It's about who, not how. You can't unsee this once you start going down the who path.
Ever wondered what it takes to seamlessly transition from being a successful entrepreneur to navigating the next chapter of life? In this engaging episode of Financial Sobriety, hosts Jim Gebhardt and Matthew Grishman wrap up their insightful series on personal planning for entrepreneurs. This episode is a must-listen for those contemplating the next steps after selling a business or planning an exit strategy.
Jim and Matthew dive into the often-overlooked aspects of personal and financial planning, discussing the significance of balancing one's relationship with money, people, and self. They explore the concept of 'resistance' and how it can serve as a beneficial force in personal growth and transformation. Through their own experiences and anecdotes, they highlight the importance of embracing challenges as opportunities for personal development.
The hosts emphasize the need for a 'who, not how' mindset, encouraging entrepreneurs to seek support from a team of experts to navigate their journey from business ownership to a fulfilling post-exit life. This episode is packed with engaging stories, light-hearted humour, and practical advice on how to prepare for life's transitions. So, are you ready to rewire your approach to personal and financial planning? Discover how to achieve clarity, confidence, and capability in your life 3.0 journey.
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