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

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This episode, your hosts, Jim Gebhardt and Matthew Grishman really get their arms around the entrepreneur's journey as they wrap up the series for entrepreneur's personal planning. This is perfect for that time when the business gets sold or there's an exit and the next steps become mandatory as to what to do. They'll dive into the intersection of personal and financial planning for entrepreneurs teeing up the next steps post exit as well as the next series of episodes. They recap the recent series by by discussing the importance of time management and resistance in daily routines. The episode reflects on the core aspects of personal planning, including health, relationships, values, and experiences. Jim and Matthew emphasize the need for a holistic approach that integrates financial, personal, and business planning to achieve long-term success and fulfillment. They also summarize their four-part financial planning process: unpacking your story, defining your story, shaping your story, and ultimately living your 'why.' With a segment from Guy Raz's "How I Built This", Don Vultaggio from Arizona Iced Tea shares the concerns he has about next steps as he shares what he was told by the owners of Snapple when they sold their business. Poor personal preparation post business sale or exit, is not a healthy process. Practical advice and real-life examples make this episode a comprehensive guide for entrepreneurs looking to balance wealth and well-being as they enter into the next chapter of their lives.

Jim mentioned the book, "The Untethered Soul" by Michael Singer. You can find it on Amazon HERE. 

00:00 Introduction to The Whole Wealth Journey Podcast
00:46 Gratitude for Resistance
03:45 Health Coaching and Personal Progress
06:39 Recap of Personal Planning Episodes
08:20 The Importance of Personal Planning in Business Transitions
20:38 The Who, Not How Concept
25:06 The Power of the Who, Not How Mindset
26:06 Clarity, Confidence, and Capability
28:32 The Importance of Personal Planning Teams
33:38 Understanding Whole Wealth
34:17 The Seven Asset Classes
45:32 The Financial Planning Process
50:34 Conclusion and Next Steps

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode. You can follow us on Instagram @thewholewealthjourney.