Welcome to Faith and Finance, the podcast where
we believe your money has a mission and your
wealth has a purpose. I'm your host, Geil Thompson,
and I am so glad that you have joined us today
because today is a special episode. I'm so excited
because you may see some new faces here today
and you're going to hear some new voices on Faith
and Finance. And we wanted to take this opportunity
to introduce ourselves, who we are as a firm,
what we believe, and why we're passionate about
helping individuals and families. So who are
the advisors of Faith and Finance? Let me introduce
them, and they'll introduce themselves. First,
we have Brittany Boma. Brittany is an advisor
and an attorney at Joseph Wealth Management,
where she has helped so many families. during
their estate planning process. Brittany. You
know, Geil, thank you. It's really a blessing
to be here and be able just to share a little
bit about myself as well as what I do here. And
I really just enjoy helping families, whether
that's building a legacy or creating generational
wealth. As Proverbs 13, 22 says that a good man
leaves an inheritance to his children's children.
That's good. And what I've learned in the years
as an advisor. or and even as a state planning
attorney is that legacy doesn't just happen by
by osmosis right it starts with really it really
starts with a plan and so on this show i really
gotta just talk about how to create generational
wealth and build a legacy and also more importantly
protecting it The way God wants, right? Yeah,
that's really good. And so we also have with
us Dana Gordon. Dana is an advisor with Joseph
Wealth Management out of our Atlanta -based office.
And so he does a lot with helping clients with
their investment as well as financial planning
side of the business. Dana. Well, thank you,
Geil. I am honored to be here. I work with clients
here at Joseph Wealth Management on a consistent
basis every day. And what I've learned is this,
in 30 years of practice, The numbers only tell
half the story, right? Scripture tells the rest.
I mean, anybody can hand you a portfolio, but
when you understand that God is the owner and
you're the stewards, it makes all the difference
in the world. Money starts working towards something
bigger than just a balance, right? So on this
show, I'm going to be bringing the practical
side, okay? Investments, planning, strategy,
through the lens of biblical stewardship. Now,
it's my hope. Yeah. That every time you hear
from me, you walk with something that you can
actually do. Anything that God has placed in
your hands. Yeah. You know, I like what you said
about actually giving them something to do. You
know, that's one of the most important parts
of parts of the financial planning process. It's
beyond just trying to get an advisor, but it's
what are you going to do so that we can fulfill
this plan? So let's go ahead and get into our
next question. What is Joseph Wealth Management?
Joseph Wealth Management is a registered investment
advisory firm, part of Dr. Winston's vision,
a vision for God's people to be equipped, empowered,
and positioned to be a blessing in the earth.
You know, we are a wealth management firm that's
built on kingdom principles, headquartered here,
of course, in the Chicagoland area. Now, a lot
of people oftentimes ask us, which I think is
a funny question, how do we come up with the
name Joseph, right? And what people don't know
is it actually comes out of the story in Genesis.
is 41. You know, it talks about that there was
a man named Joseph who stood before Pharaoh at
that time, who was like a king. And what ended
up happening is that he interpreted a dream that
he had, which was there will be seven years of
plenty followed by seven years of famine. And
so what's essential about that process is really
the core foundation of what we do. We help people
prepare before there is famine. Would you agree?
I agree. And that's really what I like about
the story of Joseph. Joseph had a vision, right?
I gave him a vision and he acted upon it. He
acted upon it well before the seven years of
famine. You know, God told him there's going
to be seven years of abundance and then seven
years of famine. And because of him acting, he
had more than enough. He had an abundance and
it wasn't just enough for himself. It was enough
to feed a whole nation, enough to feed his family,
and even to feed other nations that came from
far and all over the Middle East to come and
buy grain from him. And that positioned Joseph
to be a leader at that global time, you know,
be a leader. Yep. You know what I like about
what you just said, Brittany? It actually brings
out something scripturally that I've never really
thought about in context. And that's the fact
that because Joseph had prepared for the seven
years of, and during the seven years of plenty,
that when the seven years of famine came, what
she said was, is it didn't just sustain him and
his family, it sustained the nation, but then
it also brought other nations to him, which is
important because of this. You prepare, right?
So those of you who are watching, when you prepare,
when you have plenty, that when salmon comes.
you could be the benefactor of those who did
not prepare. Right. Or as we say, the laundering
out the bar. There you go. So this goes beyond
just building reserves. This is where we talk
about governance. We're talking about structure
and putting the right systems in place where
ultimately you're no longer just surviving, but
you're thriving no matter whatever the economic
condition. What is our mission? Well, our mission
is to provide faith -based wealth management
where we align financial stewardship with biblical
principles, which enables our clients to grow
their wealth while honoring God through service.
Wait, Dana. Okay. Can we break it down? What
does that even really mean? Gladly. Well, pretty
much. Because everything matters, faith -based
wealth management. Scripture is not an afterthought.
It's the foundation of how we advise. So we align
financial stewardship with biblical principles,
and that's the recognition that everything we
have belongs to God. And by the way, we're managers.
We're not owners. God is the owner of everything.
So we enable our clients to grow their wealth
while at the same time honoring God. And by the
way, God wants us to prosper. Yeah. I'm going
to say that again. God wants us to prosper. Okay?
Because prosperity has purpose. Yeah, that's
good. And you know what? Prosperity isn't just
about finances, right? Right. You know, you want
to prosper in your health. Yes. And your finances.
Finances is actually a byproduct of true prosperity
of the soul. Yeah. Yeah. That's beautiful. Yeah.
I like that. So what makes us unique from other
financial advisory archives? Well, you know,
really this comes down to one phrase and you're
going to hear it several times throughout many
episodes is that we do business while doing good.
And so what that essentially means is that part
of your investment goes into some of our other
organizations. And for instance, there's the
RISE program where we're literally going into
Cook County Jails and we are teaching. financial
literacy we're teaching inmates how to create
budgets yeah we're teaching inmates how to really
have practical real life skills right and as
pastor will winston likes to say we're turning
jails into boarding schools right and so that
is this is like really one of my favorite parts
of the joseph strauss treasury program you know
part of what you just said it also reminds me
of practically, of that we do business while
doing good is the Joseph Business School. It's
the four -month program. And so for those who
may not be familiar with the Joseph Business
School, it's a four -month program that focuses
on entrepreneurship, but bringing entrepreneurship
to those that are low -income communities that
otherwise would not even think about being an
entrepreneur. You know, it's funny because oftentimes
people always have this job mentality. So all
you know is to wake up and go to work. And we
already know that as advisors, that majority
of the wealth that we see, even in the stock
market, comes from business ownership. All of
these people in the market are actual company
owners. And so it's beautiful that the Joseph
Business School is actually equipping the next
generation of business owners to get to that
point where they can possibly create a legacy
or even IPO one day. That's beautiful. And Dana,
I think you know a bit about the Eden Career
Institute, correct? Yes, I do. So the Eden Career
Institute is a pre -apprenticeship program, which
allows people to, if they don't have any funds,
you know, they provide a, we provide a subsidy
if also they want to get involved in the trades,
like construction. That's a big one. Yeah. Okay.
And so people come in, they get this nice subsidy,
they can, you know, go to do this construction
work. And it's just an awesome thing. Right.
So the part of the Joseph Eden Career Institute.
The program is that we're providing subsidies
for these people to go to school. Yes. And so
they can literally take those funds and pay for
daycanner or transportation. Yes. And they can
really just focus on the education. Absolutely.
That's a blessing. That's really the core heartbeat
of the Joseph Storehouse Treasury Program. It's
really talking about legacy with impact. So not
are you just investing, but you're investing
to make an impact that helps someone else's life.
If you're ready to begin your investment journey,
call Joseph Wealth Management at 800 -807 - Or
email us at info at josephwealthmanagement .com.
And if you have a question for Faith and Finance
or any of our advisors here today, be sure to
call that same number and ask for Faith and Finance.
Who knows? Your question might be featured on
an upcoming episode. Are there any final words,
team? Yes. Faith without a plan is simply a wish.
Joseph had faith and a plan. And that combination
sustained nations. We'd love to help you formalize
a plan. And I want to say this. Don't wait for
Sunday to get intentional about your wealth and
the legacy that you are creating. Joseph prepared
before the famine. You know, he didn't wait.
So start now. Put it in writing and build something
that will outlive you. And there you have it.
Thank you for listening to Faith and Finance,
where we're doing business while doing good.
The Faith and Finance podcast is intended for
educational, informational, and entertainment
purposes only. The views and opinions expressed
by the host and guests are their own and do not
necessarily reflect those of Joseph Wealth Management,
Joseph Eden Capital, or any affiliated entity.
Nothing shared on this podcast should be construed
as personalized, financial, legal, tax, or investment
advice. All investing carries risks, including
the potential loss of principal. Listeners are
strongly encouraged to consult with a licensed
financial advisor or fiduciary who understands
their unique circumstances before making any
financial decisions. Joseph Wealth Management
and Joseph Eden Capital are registered entities
and operate in accordance with applicable regulatory
guidelines. Business is conducted only in jurisdictions
where they are duly licensed or exempt from registration.