The New Skool

The Power of Vulnerability with Financial Sobriety

Episode Summary

Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – a book and award-winning podcast. As financial planners, their mission is to help people get “unstuck” when it comes to their money. In this episode, Jim and Matthew share their stories on how they came to realize the importance of being transparent about money and why financial advisors should bring vulnerability into conversations with their clients.

Episode Notes

Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – a book and award-winning podcast. As financial planners, their mission is to help people get “unstuck” when it comes to their money.  

In this episode, Jim and Matthew share their stories on how they came to realize the importance of being transparent about money and why financial advisors should bring vulnerability into conversations with their clients.  

Website: https://yourfinancialsobriety.com/  

LinkedIn:  https://www.linkedin.com/in/matthewgrishmanfinancialsobriety & https://www.linkedin.com/in/jimgebhardtcfp/  

5-Day Show Me The Money Challenge: https://mailchi.mp/19b1678d470a/5-day-challenge