Faith & Finance

Advisor Dana Gordon unpacks a core principle for aligning faith and finances: spiritual implementation plus practical application equals manifestation — not positive thinking, but purposeful results from faith put into action. Drawing on James 2's "faith without works is dead," Dana walks through what it looks like to pair prayer with real financial discipline: budgeting, saving, investing, insurance, and estate planning. The episode closes with a challenge to turn one prayed-over financial deci

The estate tax cliff everyone braced for never happened — Congress made the higher exemption permanent instead, raising it to $15 million per person ($30 million per couple). In this episode, host Geil Thompson breaks down what actually changed, why "permanent" doesn't mean your existing estate plan is still current, and what Proverbs 13:22 has to say about planning wealth two generations ahead. General education only — not personalized investment, tax, or legal advice. Whether you're just star

In this episode, host Geil Thompson introduces Joseph Wealth Management's advisors, estate planning attorney Brittany Boma and financial advisor Dana Gordon, in an on-screen Q&A format. Together they unpack the firm's Kingdom-principles approach to wealth, the story behind its name, and its flagship offering, the Joseph Storehouse Treasury Program. It's an inside look at how faith and finance intersect at Joseph Wealth Management — building, preserving, and giving with purpose. Whether you're j

The Department of Labor is finalizing a rule that would let 401(k) plans hold private equity, private credit, real estate, and crypto for the first time — one of the biggest structural shifts to retirement investing in decades. In this episode, host Geil Thompson breaks down what's actually changing, what it means for your fees and liquidity, and why a 3,000-year-old passage from Ecclesiastes already laid out the case for not betting everything on one unfamiliar asset. General education only — n

What do you need to own in this season? Geil and Dr. Winston dive deeper into biblical ownership, stewardship vs. control, and how spiritual principles guide financial decision-making for legacy impact. Whether you're just starting or scaling, Joseph Wealth Management can help. Book your consultation at JosephWealthManagement.com or call 800-807-2881.

Write the vision. Pray over it. Prepare to build it. Dr. Winston shares his journey from fighter pilot to visionary leader, and reveals how biblical vision activates provision. Discover the power of the storehouse model. Align your finances with God's purpose. Schedule a call at JosephWealthManagement.com or call 800-807-2881.

Geil Thompson recaps season 1 of the important takeaways shared on the Faith and Finance Podcast.

Use an investment calculator to forecast your 10-, 15-, and 20-year outcome. Geil unpacks how long-term investing works, what real returns look like, and how patience ties to purpose and spiritual reward. Meet with a JWM advisor to design your long-term investment strategy.

Download one investing app, open a practice account, and explore its features. A beginner-friendly guide to mobile investing platforms, apps, and practical first steps to get started. Book your consultation at JosephWealthManagement.com or call 800-807-2881.

Choose one stock or ETF and evaluate it using the 4P Framework. Geil equips listeners with the 4P Framework (Purpose, Performance, People, Price) to evaluate any stock or fund wisely. Let JWM help you evaluate and build your personal investment plan. Book your consultation at JosephWealthManagement.com or call 800-807-2881.

Pick one company and research its ticker, chart, and recent performance. Demystifies market charts, tickers, and indexes to help listeners read the signs of the financial times like the sons of Issachar. Schedule your market readiness review with a JWM advisor today.

What do you need to own in this season? Geil and Dr. Winston dive deeper into biblical ownership, stewardship vs. control, and how spiritual principles guide financial decision-making for legacy impact. Whether you're just starting or scaling, Joseph Wealth Management can help. Book your consultation at JosephWealthManagement.com or call 800-807-2881.

Write the vision. Pray over it. Prepare to build it. Dr. Winston shares his journey from fighter pilot to visionary leader, and reveals how biblical vision activates provision. Discover the power of the storehouse model. Align your finances with God’s purpose. Schedule a call at JosephWealthManagement.com or call 800-807-2881.

Decide your current wealth stage—Build, Own, or Multiply—and take one action this week. Learn the three stages of wealth-building: Build, Own, and Multiply. Geil walks through what each phase looks like and how to move forward with strategy and confidence. Build your Wealth Action Plan. Visit JosephWealthManagement.com today.

Open your first investment account or increase your contribution by $50 this week. Geil breaks down the foundations of stocks, bonds, mutual funds, and index funds. This episode helps listeners start their investment journey with clarity and confidence. Need help getting started? Schedule a call at JosephWealthManagement.com.

Ask yourself: Are you just saving cash — or are you positioning capital? Most people ‘save’ cash—Geil teaches how to ‘position’ it. Learn how to protect liquidity while still earning, and understand how the wealthy treat cash as working capital. Take control of your emergency fund strategy. Visit JosephWealthManagement.com or call 800-807-2881. Follow us on Social Media: https://www.facebook.com/josephwealthmgt/ https://www.instagram.com/josephwealthmgt/ https://x.com/josephwealthmgt https:/

Reflect: Who have you been with money—and who are you becoming? Geil explores how your identity shapes your wealth. She reveals the power of ownership over labor, the truth about capital, and how to begin thinking like an investor, not just a worker. Book your consultation today at JosephWealthManagement.com or call 800-807-2881. Available everywhere podcasts are played. Learn more at www.josephwealthmanagement.com/faithandfinance Follow us on Social Media: https://www.facebook.com/josephwea

Faith. Finance. Legacy. Where Kingdom Principles Meet Financial Strategy. Real conversations. Sound investment strategies. Timeless wisdom for building wealth that honors your values. Whether you're just getting started or refining your investment strategy, you'll find insight and action steps that meet you right where you are. New episodes weekly hosted by Geil Thompson, Financial Advisor for Joseph Wealth Management. Available everywhere podcasts are played. Learn more at www.josephwealthman

Faith. Finance. Legacy. Where Kingdom Principles Meet Financial Strategy Real conversations. Sound investment strategies. Timeless wisdom for building wealth that honors your values. Whether you're just getting started or refining your investment strategy, you'll find insight and action steps that meet you right where you are.