WEBVTT 00:00:08.379 --> 00:00:11.580 Welcome to Faith and Finance, the podcast where 00:00:11.580 --> 00:00:14.060 we believe your money has a mission and your 00:00:14.060 --> 00:00:17.320 wealth has a purpose. I'm your host, Geil Thompson, 00:00:17.420 --> 00:00:20.199 and I am so glad that you have joined us today 00:00:20.199 --> 00:00:23.980 because today is a special episode. I'm so excited 00:00:23.980 --> 00:00:26.559 because you may see some new faces here today 00:00:26.559 --> 00:00:28.699 and you're going to hear some new voices on Faith 00:00:28.699 --> 00:00:32.060 and Finance. And we wanted to take this opportunity 00:00:32.060 --> 00:00:35.659 to introduce ourselves, who we are as a firm, 00:00:35.799 --> 00:00:38.359 what we believe, and why we're passionate about 00:00:38.359 --> 00:00:43.079 helping individuals and families. So who are 00:00:43.079 --> 00:00:47.259 the advisors of Faith and Finance? Let me introduce 00:00:47.259 --> 00:00:50.159 them, and they'll introduce themselves. First, 00:00:50.320 --> 00:00:53.060 we have Brittany Boma. Brittany is an advisor 00:00:53.060 --> 00:00:55.859 and an attorney at Joseph Wealth Management, 00:00:56.079 --> 00:00:59.259 where she has helped so many families. during 00:00:59.259 --> 00:01:02.039 their estate planning process. Brittany. You 00:01:02.039 --> 00:01:03.899 know, Geil, thank you. It's really a blessing 00:01:03.899 --> 00:01:06.519 to be here and be able just to share a little 00:01:06.519 --> 00:01:10.180 bit about myself as well as what I do here. And 00:01:10.180 --> 00:01:13.599 I really just enjoy helping families, whether 00:01:13.599 --> 00:01:15.959 that's building a legacy or creating generational 00:01:15.959 --> 00:01:20.180 wealth. As Proverbs 13, 22 says that a good man 00:01:20.180 --> 00:01:22.519 leaves an inheritance to his children's children. 00:01:22.680 --> 00:01:24.859 That's good. And what I've learned in the years 00:01:24.859 --> 00:01:27.299 as an advisor. or and even as a state planning 00:01:27.299 --> 00:01:30.180 attorney is that legacy doesn't just happen by 00:01:30.180 --> 00:01:34.560 by osmosis right it starts with really it really 00:01:34.560 --> 00:01:37.060 starts with a plan and so on this show i really 00:01:37.060 --> 00:01:39.459 gotta just talk about how to create generational 00:01:39.459 --> 00:01:42.459 wealth and build a legacy and also more importantly 00:01:42.459 --> 00:01:45.370 protecting it The way God wants, right? Yeah, 00:01:45.489 --> 00:01:48.209 that's really good. And so we also have with 00:01:48.209 --> 00:01:51.650 us Dana Gordon. Dana is an advisor with Joseph 00:01:51.650 --> 00:01:54.310 Wealth Management out of our Atlanta -based office. 00:01:54.689 --> 00:01:57.469 And so he does a lot with helping clients with 00:01:57.469 --> 00:01:59.329 their investment as well as financial planning 00:01:59.329 --> 00:02:02.530 side of the business. Dana. Well, thank you, 00:02:02.549 --> 00:02:05.730 Geil. I am honored to be here. I work with clients 00:02:05.730 --> 00:02:07.769 here at Joseph Wealth Management on a consistent 00:02:07.769 --> 00:02:10.770 basis every day. And what I've learned is this, 00:02:10.770 --> 00:02:14.539 in 30 years of practice, The numbers only tell 00:02:14.539 --> 00:02:17.780 half the story, right? Scripture tells the rest. 00:02:18.219 --> 00:02:20.800 I mean, anybody can hand you a portfolio, but 00:02:20.800 --> 00:02:23.900 when you understand that God is the owner and 00:02:23.900 --> 00:02:27.439 you're the stewards, it makes all the difference 00:02:27.439 --> 00:02:29.860 in the world. Money starts working towards something 00:02:29.860 --> 00:02:33.199 bigger than just a balance, right? So on this 00:02:33.199 --> 00:02:34.939 show, I'm going to be bringing the practical 00:02:34.939 --> 00:02:37.939 side, okay? Investments, planning, strategy, 00:02:38.280 --> 00:02:41.199 through the lens of biblical stewardship. Now, 00:02:41.199 --> 00:02:44.090 it's my hope. Yeah. That every time you hear 00:02:44.090 --> 00:02:46.530 from me, you walk with something that you can 00:02:46.530 --> 00:02:49.689 actually do. Anything that God has placed in 00:02:49.689 --> 00:02:52.030 your hands. Yeah. You know, I like what you said 00:02:52.030 --> 00:02:54.509 about actually giving them something to do. You 00:02:54.509 --> 00:02:56.289 know, that's one of the most important parts 00:02:56.289 --> 00:02:58.650 of parts of the financial planning process. It's 00:02:58.650 --> 00:03:01.050 beyond just trying to get an advisor, but it's 00:03:01.050 --> 00:03:04.009 what are you going to do so that we can fulfill 00:03:04.009 --> 00:03:07.050 this plan? So let's go ahead and get into our 00:03:07.050 --> 00:03:11.780 next question. What is Joseph Wealth Management? 00:03:13.549 --> 00:03:16.129 Joseph Wealth Management is a registered investment 00:03:16.129 --> 00:03:18.770 advisory firm, part of Dr. Winston's vision, 00:03:18.889 --> 00:03:22.030 a vision for God's people to be equipped, empowered, 00:03:22.229 --> 00:03:24.009 and positioned to be a blessing in the earth. 00:03:24.289 --> 00:03:27.009 You know, we are a wealth management firm that's 00:03:27.009 --> 00:03:29.409 built on kingdom principles, headquartered here, 00:03:29.490 --> 00:03:32.569 of course, in the Chicagoland area. Now, a lot 00:03:32.569 --> 00:03:34.569 of people oftentimes ask us, which I think is 00:03:34.569 --> 00:03:36.210 a funny question, how do we come up with the 00:03:36.210 --> 00:03:40.650 name Joseph, right? And what people don't know 00:03:40.650 --> 00:03:42.930 is it actually comes out of the story in Genesis. 00:03:42.990 --> 00:03:45.780 is 41. You know, it talks about that there was 00:03:45.780 --> 00:03:48.860 a man named Joseph who stood before Pharaoh at 00:03:48.860 --> 00:03:51.280 that time, who was like a king. And what ended 00:03:51.280 --> 00:03:53.599 up happening is that he interpreted a dream that 00:03:53.599 --> 00:03:55.879 he had, which was there will be seven years of 00:03:55.879 --> 00:03:59.219 plenty followed by seven years of famine. And 00:03:59.219 --> 00:04:01.800 so what's essential about that process is really 00:04:01.800 --> 00:04:04.159 the core foundation of what we do. We help people 00:04:04.159 --> 00:04:06.759 prepare before there is famine. Would you agree? 00:04:06.919 --> 00:04:09.120 I agree. And that's really what I like about 00:04:09.120 --> 00:04:12.900 the story of Joseph. Joseph had a vision, right? 00:04:13.479 --> 00:04:15.639 I gave him a vision and he acted upon it. He 00:04:15.639 --> 00:04:18.240 acted upon it well before the seven years of 00:04:18.240 --> 00:04:20.139 famine. You know, God told him there's going 00:04:20.139 --> 00:04:21.959 to be seven years of abundance and then seven 00:04:21.959 --> 00:04:26.040 years of famine. And because of him acting, he 00:04:26.040 --> 00:04:28.740 had more than enough. He had an abundance and 00:04:28.740 --> 00:04:31.620 it wasn't just enough for himself. It was enough 00:04:31.620 --> 00:04:34.379 to feed a whole nation, enough to feed his family, 00:04:34.439 --> 00:04:37.500 and even to feed other nations that came from 00:04:37.500 --> 00:04:40.980 far and all over the Middle East to come and 00:04:40.980 --> 00:04:43.560 buy grain from him. And that positioned Joseph 00:04:43.560 --> 00:04:47.860 to be a leader at that global time, you know, 00:04:47.860 --> 00:04:51.160 be a leader. Yep. You know what I like about 00:04:51.160 --> 00:04:53.639 what you just said, Brittany? It actually brings 00:04:53.639 --> 00:04:55.759 out something scripturally that I've never really 00:04:55.759 --> 00:04:57.860 thought about in context. And that's the fact 00:04:57.860 --> 00:05:00.939 that because Joseph had prepared for the seven 00:05:00.939 --> 00:05:02.920 years of, and during the seven years of plenty, 00:05:03.100 --> 00:05:05.879 that when the seven years of famine came, what 00:05:05.879 --> 00:05:08.319 she said was, is it didn't just sustain him and 00:05:08.319 --> 00:05:11.439 his family, it sustained the nation, but then 00:05:11.439 --> 00:05:14.500 it also brought other nations to him, which is 00:05:14.500 --> 00:05:18.310 important because of this. You prepare, right? 00:05:18.410 --> 00:05:20.490 So those of you who are watching, when you prepare, 00:05:20.670 --> 00:05:23.329 when you have plenty, that when salmon comes. 00:05:23.879 --> 00:05:26.540 you could be the benefactor of those who did 00:05:26.540 --> 00:05:30.040 not prepare. Right. Or as we say, the laundering 00:05:30.040 --> 00:05:33.660 out the bar. There you go. So this goes beyond 00:05:33.660 --> 00:05:36.420 just building reserves. This is where we talk 00:05:36.420 --> 00:05:38.759 about governance. We're talking about structure 00:05:38.759 --> 00:05:41.500 and putting the right systems in place where 00:05:41.500 --> 00:05:45.060 ultimately you're no longer just surviving, but 00:05:45.060 --> 00:05:47.439 you're thriving no matter whatever the economic 00:05:47.439 --> 00:05:51.910 condition. What is our mission? Well, our mission 00:05:51.910 --> 00:05:54.750 is to provide faith -based wealth management 00:05:54.750 --> 00:05:57.769 where we align financial stewardship with biblical 00:05:57.769 --> 00:06:00.970 principles, which enables our clients to grow 00:06:00.970 --> 00:06:03.230 their wealth while honoring God through service. 00:06:03.589 --> 00:06:06.509 Wait, Dana. Okay. Can we break it down? What 00:06:06.509 --> 00:06:12.110 does that even really mean? Gladly. Well, pretty 00:06:12.110 --> 00:06:15.750 much. Because everything matters, faith -based 00:06:15.750 --> 00:06:18.779 wealth management. Scripture is not an afterthought. 00:06:18.899 --> 00:06:22.920 It's the foundation of how we advise. So we align 00:06:22.920 --> 00:06:25.439 financial stewardship with biblical principles, 00:06:25.620 --> 00:06:28.480 and that's the recognition that everything we 00:06:28.480 --> 00:06:31.879 have belongs to God. And by the way, we're managers. 00:06:32.579 --> 00:06:35.399 We're not owners. God is the owner of everything. 00:06:36.019 --> 00:06:41.600 So we enable our clients to grow their wealth 00:06:41.600 --> 00:06:45.339 while at the same time honoring God. And by the 00:06:45.339 --> 00:06:49.350 way, God wants us to prosper. Yeah. I'm going 00:06:49.350 --> 00:06:53.250 to say that again. God wants us to prosper. Okay? 00:06:53.310 --> 00:06:55.189 Because prosperity has purpose. Yeah, that's 00:06:55.189 --> 00:06:57.149 good. And you know what? Prosperity isn't just 00:06:57.149 --> 00:06:59.649 about finances, right? Right. You know, you want 00:06:59.649 --> 00:07:03.129 to prosper in your health. Yes. And your finances. 00:07:04.129 --> 00:07:07.490 Finances is actually a byproduct of true prosperity 00:07:07.490 --> 00:07:10.129 of the soul. Yeah. Yeah. That's beautiful. Yeah. 00:07:10.149 --> 00:07:13.430 I like that. So what makes us unique from other 00:07:13.430 --> 00:07:16.589 financial advisory archives? Well, you know, 00:07:16.589 --> 00:07:18.850 really this comes down to one phrase and you're 00:07:18.850 --> 00:07:20.370 going to hear it several times throughout many 00:07:20.370 --> 00:07:23.230 episodes is that we do business while doing good. 00:07:23.370 --> 00:07:26.490 And so what that essentially means is that part 00:07:26.490 --> 00:07:31.990 of your investment goes into some of our other 00:07:31.990 --> 00:07:34.490 organizations. And for instance, there's the 00:07:34.490 --> 00:07:37.089 RISE program where we're literally going into 00:07:37.089 --> 00:07:42.469 Cook County Jails and we are teaching. financial 00:07:42.469 --> 00:07:45.310 literacy we're teaching inmates how to create 00:07:45.310 --> 00:07:48.370 budgets yeah we're teaching inmates how to really 00:07:48.370 --> 00:07:51.329 have practical real life skills right and as 00:07:51.329 --> 00:07:53.470 pastor will winston likes to say we're turning 00:07:53.470 --> 00:07:57.050 jails into boarding schools right and so that 00:07:57.050 --> 00:07:59.370 is this is like really one of my favorite parts 00:07:59.370 --> 00:08:01.910 of the joseph strauss treasury program you know 00:08:01.910 --> 00:08:04.029 part of what you just said it also reminds me 00:08:04.029 --> 00:08:07.220 of practically, of that we do business while 00:08:07.220 --> 00:08:09.939 doing good is the Joseph Business School. It's 00:08:09.939 --> 00:08:12.639 the four -month program. And so for those who 00:08:12.639 --> 00:08:14.459 may not be familiar with the Joseph Business 00:08:14.459 --> 00:08:16.500 School, it's a four -month program that focuses 00:08:16.500 --> 00:08:19.339 on entrepreneurship, but bringing entrepreneurship 00:08:19.339 --> 00:08:22.439 to those that are low -income communities that 00:08:22.439 --> 00:08:25.220 otherwise would not even think about being an 00:08:25.220 --> 00:08:27.839 entrepreneur. You know, it's funny because oftentimes 00:08:27.839 --> 00:08:31.240 people always have this job mentality. So all 00:08:31.240 --> 00:08:34.250 you know is to wake up and go to work. And we 00:08:34.250 --> 00:08:36.570 already know that as advisors, that majority 00:08:36.570 --> 00:08:38.830 of the wealth that we see, even in the stock 00:08:38.830 --> 00:08:42.129 market, comes from business ownership. All of 00:08:42.129 --> 00:08:44.149 these people in the market are actual company 00:08:44.149 --> 00:08:46.929 owners. And so it's beautiful that the Joseph 00:08:46.929 --> 00:08:49.549 Business School is actually equipping the next 00:08:49.549 --> 00:08:52.730 generation of business owners to get to that 00:08:52.730 --> 00:08:54.769 point where they can possibly create a legacy 00:08:54.769 --> 00:08:58.649 or even IPO one day. That's beautiful. And Dana, 00:08:58.769 --> 00:09:00.870 I think you know a bit about the Eden Career 00:09:00.870 --> 00:09:04.039 Institute, correct? Yes, I do. So the Eden Career 00:09:04.039 --> 00:09:07.299 Institute is a pre -apprenticeship program, which 00:09:07.299 --> 00:09:09.720 allows people to, if they don't have any funds, 00:09:10.299 --> 00:09:12.379 you know, they provide a, we provide a subsidy 00:09:12.379 --> 00:09:14.779 if also they want to get involved in the trades, 00:09:14.879 --> 00:09:16.799 like construction. That's a big one. Yeah. Okay. 00:09:17.600 --> 00:09:20.580 And so people come in, they get this nice subsidy, 00:09:20.740 --> 00:09:23.360 they can, you know, go to do this construction 00:09:23.360 --> 00:09:25.759 work. And it's just an awesome thing. Right. 00:09:25.799 --> 00:09:28.559 So the part of the Joseph Eden Career Institute. 00:09:29.120 --> 00:09:31.519 The program is that we're providing subsidies 00:09:31.519 --> 00:09:34.820 for these people to go to school. Yes. And so 00:09:34.820 --> 00:09:38.080 they can literally take those funds and pay for 00:09:38.080 --> 00:09:41.419 daycanner or transportation. Yes. And they can 00:09:41.419 --> 00:09:44.299 really just focus on the education. Absolutely. 00:09:45.149 --> 00:09:47.710 That's a blessing. That's really the core heartbeat 00:09:47.710 --> 00:09:50.309 of the Joseph Storehouse Treasury Program. It's 00:09:50.309 --> 00:09:53.529 really talking about legacy with impact. So not 00:09:53.529 --> 00:09:55.669 are you just investing, but you're investing 00:09:55.669 --> 00:09:58.230 to make an impact that helps someone else's life. 00:09:58.710 --> 00:10:01.850 If you're ready to begin your investment journey, 00:10:02.090 --> 00:10:06.529 call Joseph Wealth Management at 800 -807 - Or 00:10:06.529 --> 00:10:11.049 email us at info at josephwealthmanagement .com. 00:10:11.230 --> 00:10:13.490 And if you have a question for Faith and Finance 00:10:13.490 --> 00:10:16.789 or any of our advisors here today, be sure to 00:10:16.789 --> 00:10:19.029 call that same number and ask for Faith and Finance. 00:10:19.330 --> 00:10:22.149 Who knows? Your question might be featured on 00:10:22.149 --> 00:10:24.789 an upcoming episode. Are there any final words, 00:10:24.909 --> 00:10:29.210 team? Yes. Faith without a plan is simply a wish. 00:10:29.970 --> 00:10:33.330 Joseph had faith and a plan. And that combination 00:10:33.330 --> 00:10:37.070 sustained nations. We'd love to help you formalize 00:10:37.070 --> 00:10:39.970 a plan. And I want to say this. Don't wait for 00:10:39.970 --> 00:10:42.289 Sunday to get intentional about your wealth and 00:10:42.289 --> 00:10:45.129 the legacy that you are creating. Joseph prepared 00:10:45.129 --> 00:10:47.529 before the famine. You know, he didn't wait. 00:10:47.710 --> 00:10:50.809 So start now. Put it in writing and build something 00:10:50.809 --> 00:10:54.070 that will outlive you. And there you have it. 00:10:54.149 --> 00:10:56.309 Thank you for listening to Faith and Finance, 00:10:56.629 --> 00:10:59.929 where we're doing business while doing good. 00:11:06.669 --> 00:11:09.149 The Faith and Finance podcast is intended for 00:11:09.149 --> 00:11:11.269 educational, informational, and entertainment 00:11:11.269 --> 00:11:13.830 purposes only. The views and opinions expressed 00:11:13.830 --> 00:11:16.809 by the host and guests are their own and do not 00:11:16.809 --> 00:11:19.190 necessarily reflect those of Joseph Wealth Management, 00:11:19.490 --> 00:11:22.210 Joseph Eden Capital, or any affiliated entity. 00:11:22.549 --> 00:11:25.090 Nothing shared on this podcast should be construed 00:11:25.090 --> 00:11:28.710 as personalized, financial, legal, tax, or investment 00:11:28.710 --> 00:11:31.450 advice. All investing carries risks, including 00:11:31.450 --> 00:11:33.950 the potential loss of principal. Listeners are 00:11:33.950 --> 00:11:35.909 strongly encouraged to consult with a licensed 00:11:35.909 --> 00:11:38.529 financial advisor or fiduciary who understands 00:11:38.529 --> 00:11:41.149 their unique circumstances before making any 00:11:41.149 --> 00:11:43.450 financial decisions. Joseph Wealth Management 00:11:43.450 --> 00:11:45.809 and Joseph Eden Capital are registered entities 00:11:45.809 --> 00:11:48.350 and operate in accordance with applicable regulatory 00:11:48.350 --> 00:11:51.669 guidelines. Business is conducted only in jurisdictions 00:11:51.669 --> 00:11:54.490 where they are duly licensed or exempt from registration.