Skip navigation
The Healthy Advisor

The Healthy Advisor: Getting Financially Sober With Matthew Grishman

How advisor Matthew Grishman got his money addiction under control and what he’s doing today to help others do the same.


united-planners-podcast-logo.pngSponsored by United Planners Financial Services


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. 


Matthew Grishman in 2005 in Santa Rosa, Calif., when he was a wholesaler for MetLife Investors

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 Grishman with his wife, Amie and sons, Miles and Lucas

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 he overcame an alcohol addiction; and
  • What prompted him to start sharing his deeply personal experiences with others.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].

The Healthy Advisor podcast is available on Apple PodcastsAndroidStitcherSpotify and wherever podcasts are found. 

TAGS: Careers
Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.