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The Joseph Group

Wealth Notes: Inspire

  • Instantaneous Generosity

    October 10, 2025

    To Inspire: Last week, Matt Palmer introduced you to a new book he’s reading (you can read his post here). This week it is my turn. I’m currently reading Four Thousand Weeks: Time Management for Mortals. The title refers to the number of weeks of life you get if you make it to your late […]

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  • Enjoying Life

    October 3, 2025

    To Inspire: I’ve just begun a book that my colleague, Michelle O’Brien, shared with me, JOYSPAN: The Art and Science of Thriving in Life’s Second Half, by Dr. Kerry Burnight, a geriatric physician who writes and speaks extensively on longevity. For Kerry, longevity is not just the number of years one lives (lifespan) or the […]

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  • 5 Things to Write Down

    September 26, 2025

    To Inspire: Well, here we are. October begins next week, and the fourth quarter of the year always goes so quickly. I just received my first “it’s X number of days til Christmas!” email from a major retailer – it’s 90 days, by the way. Before we know it we’ll be making plans for New […]

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  • Hearts Changed

    September 19, 2025

    To Inspire:   Dear Clients and Friends: If you read this today (Friday), I’ll be at the Pickaway Correctional Institution for our firm’s annual Men’s Bus Trip to an Ohio prison (we also do an annual Women’s Trip). For ten years now we’ve been hosting these trips with the aim of allowing our clients and […]

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  • A Recap of this Week’s Portfolios & Pints

    September 12, 2025

    To Inform: This week The Joseph Group had the joy of hosting clients and friends of the firm for our Oktoberfest themed “Portfolios & Pints.” As is our annual tradition, Joseph Group CEO Travis Upton and I pulled questions from a hat that had been submitted by clients ahead of time. Such a format means […]

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  • September Reset

    September 12, 2025

    To Inspire: Things change in September, have you noticed? It’s like the carefree days of summer are over and everyone gets back to business. It turns out there are reasons why many of us seem to crave a life reset this time of year and that indulging in this impulse is good for our brain. […]

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  • Set A Good Example

    September 5, 2025

    To Inspire: I attended Mass this morning at St. Mary Church in German Village, not far from our offices. It happened to be a school Mass, meaning all the K-8 students were in attendance as well. I sat in the back and had several hundred children in front of me – what a beautiful sight! […]

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  • What Dan Read

    August 29, 2025

    To Inspire: Dan Pelzer is a viral sensation. After the Columbus man died July 1 at the age of 92, his children found that throughout his life their father kept track of every book he read. The list, titled What Dan Read is now influencing readers around the world. If you’re in central Ohio, you […]

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  • Breathing, Take 2

    August 15, 2025

    To Inspire: In last week’s WealthNotes I shared some insights from James Nestor’s bestseller, Breath: The New Science of a Lost Art. I shared several key takeaways related to the power of inhaling and exhaling through the nose and of taking slower breaths – 5.5 seconds to inhale and 5.5 seconds to exhale is optimal. […]

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  • Power of Breathing

    August 15, 2025

    To Inspire: I just finished reading Breath: The New Science of a Lost Art, the New York Times best seller by James Nestor. In it he shares his healing journey of discovery regarding the power of correct breathing. Nestor fills the book with insights from leading scientists and everyday practitioners as well as the breathing […]

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