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This episode, hosts Jim Gebhardt and Matthew Grishman dive into the concept of work-life balance and reflect on their own journeys towards financial confidence. They discuss the importance of gratitude, building meaningful relationships, and finding clarity in financial decisions. The guys elaborate on their experiences with financial confidence, the significance of understanding clients' personal values, and how intentionality with money can lead to greater fulfillment and empowerment in financial decision-making one faces as an entrepreneur.
Chapter Breaks
00:00 Introduction to Work-Life Balance
00:34 Meet the Hosts: Jim and Matthew
00:50 Gratitude Moments
02:35 Special Guest: Daughter Grace in the Studio
04:54 Deep Dive: Financial Conversations
14:29 Understanding Financial Confidence
21:51 The Importance of Intentionality with Money
22:22 Managing Joint and Separate Bank Accounts
23:50 The Power of Visualization in Financial Planning
24:59 Overcoming Financial Anxiety
26:15 The Journey from Scarcity to Abundance
26:36 The Role of Debt in Financial Confidence
28:29 Finding Purpose Beyond Financial Success
31:09 The Importance of Authenticity in Personal and Professional Life
37:14 Defining Financial Confidence and Personal Investment
40:43 Conclusion and Final Thoughts
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