Episode 166: Living Your "Why" by Understanding Who, Not How.Episode 166: Living Your "Why" by Understanding Who, Not How.
Financial Sobriety
Jim and Matthew discuss embracing Life 3.0 by focusing on 'who, not how' to achieve personal and financial goals, sharing stories of growth and adventure.
40:00•4 Dec 2025
Living Your 'Why': Embracing Life 3.0 with the Right Support
Episode Overview
- Embrace the concept of 'who, not how' to achieve your goals.
- Surround yourself with a supportive team for success.
- Understand that life is a series of peaks and valleys.
- Post-retirement often starts with travel and new experiences.
- Value the relationship with your advisor for life's challenges.
“But isn't that really the question you should be asking your advisor is, are you going to be there for me in my worst hour or my final hour?”
Curious about how others navigate their sobriety journey? In this episode, Jim Gebhardt and Matthew Grishman wrap up their financial planning framework with a lively discussion on what happens once the plan is 'done' and you're ready to embrace Life 3.0. The duo explores the concept of 'who, not how,' emphasising the importance of surrounding yourself with the right people to support your goals.
They delve into the common post-retirement adventures people embark on, often starting with a passport in hand. With anecdotes about personal growth and professional pivots, they remind us that life isn't a straight path but a series of peaks and valleys. Their conversation is sprinkled with humour and wisdom, offering listeners a chance to reflect on their own journeys.
From travel tales to life-changing decisions, this episode is a treasure trove of insights for anyone looking to live their 'why.' So, what's your 'why,' and who are the people helping you achieve it?
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