Joseph Storehouse Treasury Program

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Welcome to Faith and Finance, the podcast where

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we believe your money has a mission and your

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wealth has a purpose. I'm your host, Geil Thompson,

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and I am so glad that you have joined us today

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because today is a special episode. I'm so excited

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because you may see some new faces here today

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and you're going to hear some new voices on Faith

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and Finance. And we wanted to take this opportunity

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to introduce ourselves, who we are as a firm,

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what we believe, and why we're passionate about

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helping individuals and families. So who are

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the advisors of Faith and Finance? Let me introduce

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them, and they'll introduce themselves. First,

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we have Brittany Boma. Brittany is an advisor

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and an attorney at Joseph Wealth Management,

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where she has helped so many families. during

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their estate planning process. Brittany. You

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know, Geil, thank you. It's really a blessing

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to be here and be able just to share a little

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bit about myself as well as what I do here. And

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I really just enjoy helping families, whether

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that's building a legacy or creating generational

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wealth. As Proverbs 13, 22 says that a good man

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leaves an inheritance to his children's children.

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That's good. And what I've learned in the years

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as an advisor. or and even as a state planning

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attorney is that legacy doesn't just happen by

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by osmosis right it starts with really it really

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starts with a plan and so on this show i really

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gotta just talk about how to create generational

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wealth and build a legacy and also more importantly

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protecting it The way God wants, right? Yeah,

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that's really good. And so we also have with

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us Dana Gordon. Dana is an advisor with Joseph

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Wealth Management out of our Atlanta -based office.

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And so he does a lot with helping clients with

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their investment as well as financial planning

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side of the business. Dana. Well, thank you,

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Geil. I am honored to be here. I work with clients

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here at Joseph Wealth Management on a consistent

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basis every day. And what I've learned is this,

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in 30 years of practice, The numbers only tell

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half the story, right? Scripture tells the rest.

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I mean, anybody can hand you a portfolio, but

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when you understand that God is the owner and

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you're the stewards, it makes all the difference

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in the world. Money starts working towards something

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bigger than just a balance, right? So on this

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show, I'm going to be bringing the practical

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side, okay? Investments, planning, strategy,

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through the lens of biblical stewardship. Now,

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it's my hope. Yeah. That every time you hear

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from me, you walk with something that you can

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actually do. Anything that God has placed in

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your hands. Yeah. You know, I like what you said

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about actually giving them something to do. You

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know, that's one of the most important parts

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of parts of the financial planning process. It's

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beyond just trying to get an advisor, but it's

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what are you going to do so that we can fulfill

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this plan? So let's go ahead and get into our

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next question. What is Joseph Wealth Management?

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Joseph Wealth Management is a registered investment

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advisory firm, part of Dr. Winston's vision,

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a vision for God's people to be equipped, empowered,

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and positioned to be a blessing in the earth.

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You know, we are a wealth management firm that's

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built on kingdom principles, headquartered here,

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of course, in the Chicagoland area. Now, a lot

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of people oftentimes ask us, which I think is

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a funny question, how do we come up with the

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name Joseph, right? And what people don't know

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is it actually comes out of the story in Genesis.

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is 41. You know, it talks about that there was

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a man named Joseph who stood before Pharaoh at

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that time, who was like a king. And what ended

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up happening is that he interpreted a dream that

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he had, which was there will be seven years of

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plenty followed by seven years of famine. And

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so what's essential about that process is really

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the core foundation of what we do. We help people

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prepare before there is famine. Would you agree?

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I agree. And that's really what I like about

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the story of Joseph. Joseph had a vision, right?

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I gave him a vision and he acted upon it. He

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acted upon it well before the seven years of

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famine. You know, God told him there's going

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to be seven years of abundance and then seven

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years of famine. And because of him acting, he

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had more than enough. He had an abundance and

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it wasn't just enough for himself. It was enough

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to feed a whole nation, enough to feed his family,

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and even to feed other nations that came from

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far and all over the Middle East to come and

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buy grain from him. And that positioned Joseph

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to be a leader at that global time, you know,

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be a leader. Yep. You know what I like about

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what you just said, Brittany? It actually brings

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out something scripturally that I've never really

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thought about in context. And that's the fact

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that because Joseph had prepared for the seven

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years of, and during the seven years of plenty,

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that when the seven years of famine came, what

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she said was, is it didn't just sustain him and

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his family, it sustained the nation, but then

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it also brought other nations to him, which is

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important because of this. You prepare, right?

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So those of you who are watching, when you prepare,

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when you have plenty, that when salmon comes.

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you could be the benefactor of those who did

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not prepare. Right. Or as we say, the laundering

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out the bar. There you go. So this goes beyond

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just building reserves. This is where we talk

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about governance. We're talking about structure

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and putting the right systems in place where

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ultimately you're no longer just surviving, but

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you're thriving no matter whatever the economic

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condition. What is our mission? Well, our mission

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is to provide faith -based wealth management

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where we align financial stewardship with biblical

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principles, which enables our clients to grow

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their wealth while honoring God through service.

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Wait, Dana. Okay. Can we break it down? What

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does that even really mean? Gladly. Well, pretty

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much. Because everything matters, faith -based

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wealth management. Scripture is not an afterthought.

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It's the foundation of how we advise. So we align

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financial stewardship with biblical principles,

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and that's the recognition that everything we

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have belongs to God. And by the way, we're managers.

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We're not owners. God is the owner of everything.

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So we enable our clients to grow their wealth

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while at the same time honoring God. And by the

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way, God wants us to prosper. Yeah. I'm going

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to say that again. God wants us to prosper. Okay?

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Because prosperity has purpose. Yeah, that's

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good. And you know what? Prosperity isn't just

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about finances, right? Right. You know, you want

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to prosper in your health. Yes. And your finances.

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Finances is actually a byproduct of true prosperity

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of the soul. Yeah. Yeah. That's beautiful. Yeah.

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I like that. So what makes us unique from other

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financial advisory archives? Well, you know,

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really this comes down to one phrase and you're

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going to hear it several times throughout many

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episodes is that we do business while doing good.

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And so what that essentially means is that part

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of your investment goes into some of our other

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organizations. And for instance, there's the

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RISE program where we're literally going into

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Cook County Jails and we are teaching. financial

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literacy we're teaching inmates how to create

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budgets yeah we're teaching inmates how to really

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have practical real life skills right and as

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pastor will winston likes to say we're turning

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jails into boarding schools right and so that

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is this is like really one of my favorite parts

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of the joseph strauss treasury program you know

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part of what you just said it also reminds me

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of practically, of that we do business while

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doing good is the Joseph Business School. It's

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the four -month program. And so for those who

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may not be familiar with the Joseph Business

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School, it's a four -month program that focuses

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on entrepreneurship, but bringing entrepreneurship

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to those that are low -income communities that

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otherwise would not even think about being an

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entrepreneur. You know, it's funny because oftentimes

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people always have this job mentality. So all

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you know is to wake up and go to work. And we

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already know that as advisors, that majority

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of the wealth that we see, even in the stock

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market, comes from business ownership. All of

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these people in the market are actual company

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owners. And so it's beautiful that the Joseph

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Business School is actually equipping the next

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generation of business owners to get to that

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point where they can possibly create a legacy

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or even IPO one day. That's beautiful. And Dana,

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I think you know a bit about the Eden Career

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Institute, correct? Yes, I do. So the Eden Career

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Institute is a pre -apprenticeship program, which

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allows people to, if they don't have any funds,

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you know, they provide a, we provide a subsidy

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if also they want to get involved in the trades,

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like construction. That's a big one. Yeah. Okay.

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And so people come in, they get this nice subsidy,

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they can, you know, go to do this construction

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work. And it's just an awesome thing. Right.

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So the part of the Joseph Eden Career Institute.

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The program is that we're providing subsidies

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for these people to go to school. Yes. And so

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they can literally take those funds and pay for

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daycanner or transportation. Yes. And they can

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really just focus on the education. Absolutely.

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That's a blessing. That's really the core heartbeat

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of the Joseph Storehouse Treasury Program. It's

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really talking about legacy with impact. So not

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are you just investing, but you're investing

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to make an impact that helps someone else's life.

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If you're ready to begin your investment journey,

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call Joseph Wealth Management at 800 -807 - Or

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email us at info at josephwealthmanagement .com.

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And if you have a question for Faith and Finance

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or any of our advisors here today, be sure to

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call that same number and ask for Faith and Finance.

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Who knows? Your question might be featured on

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an upcoming episode. Are there any final words,

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team? Yes. Faith without a plan is simply a wish.

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Joseph had faith and a plan. And that combination

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sustained nations. We'd love to help you formalize

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a plan. And I want to say this. Don't wait for

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Sunday to get intentional about your wealth and

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the legacy that you are creating. Joseph prepared

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before the famine. You know, he didn't wait.

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So start now. Put it in writing and build something

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that will outlive you. And there you have it.

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Thank you for listening to Faith and Finance,

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where we're doing business while doing good.

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The Faith and Finance podcast is intended for

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educational, informational, and entertainment

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purposes only. The views and opinions expressed

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by the host and guests are their own and do not

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necessarily reflect those of Joseph Wealth Management,

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Joseph Eden Capital, or any affiliated entity.

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Nothing shared on this podcast should be construed

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as personalized, financial, legal, tax, or investment

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advice. All investing carries risks, including

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the potential loss of principal. Listeners are

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strongly encouraged to consult with a licensed

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financial advisor or fiduciary who understands

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their unique circumstances before making any

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financial decisions. Joseph Wealth Management

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and Joseph Eden Capital are registered entities

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and operate in accordance with applicable regulatory

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guidelines. Business is conducted only in jurisdictions

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where they are duly licensed or exempt from registration.