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Faith & Finance

Faith & Finance

by Joseph Wealth Management

Season 2

Faith Without a Financial Plan

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 decision into an actual next step. Whether you're just starting or scaling, Joseph Wealth Management can help. Book your consultation at JosephWealthManagement.com or call 800-807-2881.

The $15 Million Question

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 starting or scaling, Joseph Wealth Management can help. Book your consultation at JosephWealthManagement.com or call 800-807-2881.

Joseph Storehouse Treasury Program

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 just starting or scaling, Joseph Wealth Management can help. Book your consultation at JosephWealthManagement.com or call 800-807-2881.

Your 401(k) Is About to Change

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 — not personalized investment, tax, or legal advice. Whether you're just starting or scaling, Joseph Wealth Management can help. Book your consultation at JosephWealthManagement.com or call 800-807-2881.

Season 1

Faith and Finance Season 1 Highlights

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

Returns That Matter: Timing, Patience & Profit with Purpose

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.

Tools of the Trade: Investing From Your Phone

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.

Invest with Insight: The 4P Framework to Evaluate Stocks and Funds

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.

Reading the Market: From Confusion to Clarity

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.

Faith in Action: From Stewardship to Financial Dominion Part 2

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.

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