Tag: Financial Advisor
The Healthy Advisor: Getting Financially Sober With Matthew Grishman

The Healthy Advisor: Getting Financially Sober With Matthew Grishman

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Early in his career in financial services, Matthew Grishman was working as a wholesaler, making a lot of money, and on the outside, he looked as though he was living his best life, with the Rolex watch, the shiny Allen Edmonds shoes, the Hickey Freeman suits. But on the inside, he was empty and trying to fill a hole with money, alcohol and other things. 

But one day his money addiction got so out of control that he was broke. He had hit rock bottom and was faced with a critical decision: make massive changes to how he was living his life, or die broke and alone. He chose change. 

In this episode, Diana Britton is joined by Matthew Grishman, principal and wealth advisor at Gebhardt Group in Roseville, Calif. Matthew opens up about how his money addiction—and later on, an alcohol addiction—almost cost him everything. He shares his journey getting to a place of financial sobriety,  including the pivotal role a financial advisor (and now business partner) played in his healing. 

Today, through his book, “Financial Sobriety: Rebuilding Your Relationship With Money One Step at a Time,” and podcast, Matthew is dedicated to helping others become more intentional with three complex and interconnected relationships: money, people, and self.

Matthew discusses: 

  •   The events that led to his out-of-control money addiction
  •   How he responded initially when he hit that first critical bottom
  •   The realization he had after meeting with an advisor for support
  •   What happened to him when he reached a second critical bottom in life, and how overcame an alcohol addiction
  •   What prompted him to start sharing his deeply personal experiences with others

Resources:

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About Our Guest:

Matthew Grishman began his career in financial services in 1995 with A.G. Edwards & Sons, Inc. and became fully licensed as an Investment Broker in 1996. He spent 17 years as a national spokesperson for large mutual fund and insurance companies (Lord, Abbett & Co, Putnam, and MetLife). 

Matthew left corporate America in 2011 to devote his time and experience in financial services to his family, friends, and neighbors. 

In 2014, Matthew joined Gebhardt Group, Inc., an independent Registered Investment Advisor. He became an owner of the firm in 2015. 

As a Principal and Wealth Advisor of Gebhardt Group, Inc., Matthew provides wealth management services for families experiencing major life transitions (inheritance, sale of a business, death or divorce of a spouse, planning for retirement, career change, or sudden loss of a job).

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Transparency with Diana B.: Empowering Women to Take Control of Their Finances

Transparency with Diana B.: Empowering Women to Take Control of Their Finances

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Advisor Robert Schein’s father worked hard his adult life to provide for his family, and just four months into retirement, at the age of 70, he was diagnosed with Stage 4 stomach cancer. After about three years battling the disease, his father ultimately passed, thrusting his mother into having to take over the family finances. 

Luckily, Schein and his brother stepped in to help and set her on a positive financial path. But many women aren’t as lucky. The experience inspired Schein to launch The Society of Financially Empowered Women, a non-profit organization dedicated to facilitating a community and forum where independent women may acquire the confidence to take control of their financial lives, in 2011. 

In this episode, Diana Britton, managing editor of WealthManagement.com, speaks to Schein, managing director and partner of Blanke Schein Wealth Management, a Hightower firm, in Palm Desert, Calif. about why he decided to dedicate his life to helping women better understand their personal finances.  

In this episode, you will learn:

  • About his father’s journey to America and the values his father taught him growing up;
  • How his father’s stage four cancer diagnosis changed his life;
  • How Robert helped his mother navigate her finances after his father’s death;
  • Robert’s impression on how Wall Street treats women;
  • What inspired him to create the Society of Financially Empowered Women (Society of the FEW) and the Confidence Summit;
  • About the mission of the Society of the FEW, and how its efforts are expanding

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About Our Guest

Robert L. Schein, is Managing Director, Partner, and Chief Investment Officer of Hightower/Blanke Schein Wealth Management. With more than 25 years of experience as a financial professional, Robert demonstrates a strong commitment to both his clients and community.

Robert leads the asset allocation, design, and implementation of the investment portfolio review process for Hightower/Blanke Schein Wealth Management. He specializes in developing and supporting investment strategies for high-net-worth individuals and families with complex estates, as well as philanthropic and retirement planning needs.

 

Robert also specializes in the leadership of a community and forum where independent women can acquire the confidence to be leaders in their financial lives. As Founder of The Society of Financially Empowered Women Inc. (www.thesofew.com), he has vowed to empower women with education, support, and community. Recognized for his leadership in this area, Robert has been featured in various publications, such as The Wall Street Journal, CNBC.com, Forbes, Yahoo! Finance, On Wall Street, Investment News, The Desert Sun, and Palm Springs Life. Robert is a national speaker on the topic of financial education for women and was recently asked to speak at the Desert Woman’s Show and P.E.O. International.

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Transparency With Diana B.: Bad Timing and Bearing the Loss of Loved Ones

Transparency With Diana B.: Bad Timing and Bearing the Loss of Loved Ones

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Advisor Anne Marie Stonich was just 28 years old when she and her two partners started building their own wealth management firm from scratch. For anyone in the business, that first year can be brutal. But she did it while also caring for her newborn baby, and shuttling to and from the hospital to see her mother, who’s health was deteriorating. Later that year, her mother passed away. And just six years later, her older brother died suddenly of a heart attack. 

In this episode, Diana Britton, managing editor of WealthManagement.com, sits down with Anne Marie Stonich, chief wealth strategist and relationship manager at Coldstream Wealth Management, as they talk about her life journey and the struggles she faced along the way. She shares how her past has allowed her to grow and change who she is as a mother, wife and financial advisor. 

Anne Marie discusses: 

  • The events that unfolded during her first year building the business;
  • How she was able to balance her work, a newborn baby and a sick mother;
  • The challenges she faced in raising three young kids while running and growing a business;
  • The events leading up to her brother’s death;
  • How the loss of loved ones impacted her outlook on life; and
  • How her experiences have shaped her career as a financial advisor.

Connect With Anne Marie Stonich:

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About Our Guest:

Anne Marie co-founded Paracle Advisors LLC in 2004 in order to provide financial advice that is truly objective and highly personalized in its nature. Paracle recently merged with Coldstream Wealth Management, and she now serves as chief wealth strategist and relationship manager at Coldstream. She has over 20 years of industry experience, including two years at Deloitte and Touche and four years at Brighton Jones Wealth Management as a lead advisor.

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