The Joseph Group

Wealth Notes: Inspire

  • A Life Lived With Purpose

    November 22, 2023

    To Inspire:   I’ve been reflecting on the remarkable life of Rosalynn Carter who died on November 19th. For over 40 years she and President Carter worked tirelessly (through the Carter Center they established in 1982) to resolve global conflicts, advance democracy, defend human rights, eradicate disease, and improve mental health. Mrs. Carter leaves a […]

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  • It’s the Most Grateful Time of the Year

    November 17, 2023

    To Inspire: Do we all have so many things to be grateful for every day of the year? Yes! Do we spend enough time recognizing this? Probably not! But the holidays naturally bring a focus on thankfulness, and I want to share three truths about gratitude, and some different ways to express gratitude this Thanksgiving. […]

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  • The Incredible Story of Phil Bucklew

    November 10, 2023

    To Inspire: This Veterans Day, I want to share some of the incredible story of Phil Bucklew. The Xavier University grad, now recognized as the father of Naval Special Warfare, was so humble that many have never heard his name. In 2015, Xavier’s men’s basketball strength and conditioning coach Matt Jennings was reading a history […]

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  • Habits of Monastic Life

    November 3, 2023

    To Inspire: Earlier this week, Steve Lawson spoke at our Fall Wealth Summit. A talented and passionate young business and life coach, Steve has spent time immersing himself in monastic life to see what habits and disciplines allow monks to live with great peace while also being some of the most productive people in the […]

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  • Sense of Adventure

    October 27, 2023

    To Inspire: What follows is an article many of you may have seen in the New York Times, edited it a bit for length and content. At The Joseph Group we encourage our clients, no matter what age, to find purpose and passion in their lives. We believe retirement years provide the opportunity to do so. We […]

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  • Simple Habits to Improve Your Life

    October 20, 2023

    To Inspire: It’s not quite end-of-year list time –when everyone has a list of things they think you should watch or read or think. I am beating the rush and sharing a great list of simple, short habits that can improve your life. So many self-improvement ideas require some serious, lifestyle-changing effort, but these are […]

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  • Benefits of a Good Book

    October 3, 2023

    To Inspire: What book are you reading right now? I ask because the older I get, the more convinced I am that reading is a practice that provides tons of benefits. Consider the following: Reading improves brain health – Reading is great workout for the brain, stimulating our brains to process, interpret and store what […]

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  • Reconnect to Your Sense of Wonder

    September 29, 2023

    To Inspire: Think about the way a child reacts when they see something for the first time. An animal at the zoo, a colorful flower, or a big fire truck – they are full of wonder for everything they encounter. Why do we lose that wonder as adults? “A sense of wonder speaks of our […]

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  • Real Conversations

    September 22, 2023

    To Inspire: Lisa’s sister is in for the weekend, arrived last night. The three of us stayed up till midnight – catching up on our families and simply enjoying being together. We laughed, loved, and shared deeply and as we all headed to bed we agreed that our conversation had been a real treat – […]

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  • Mind and Body

    September 15, 2023

    To Inspire: We talk so much today about the importance of mental and physical health but how can we convince ourselves to take these things seriously? I recently read the following story from the Warren Buffett biography The Snowball: Warren Buffett and the Business of Life, and it has stuck with me: Let’s say that […]

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