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The Joseph Group

Wealth Notes: Inspire

  • WealthNotes Best of 2022

    December 16, 2022

    To Inspire: The Joseph Group’s mission is “Helping create great lives, one story at a time.” We love the role we get to play in the great lives of our clients and friends and we also know the importance of living our own great lives. We love to share inspiring stories and we love to […]

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  • Holy Moments are Possible

    December 9, 2022

    To Inspire: In this beautiful season of hope, I (Matt) thought I would share a story from Les Mis that most of us will remember. I take it from a book I’m reading by bestselling author Matthew Kelly entitled, Holy Moments: A Handbook for the Rest of Your Life. “Holy moments are possible. If that […]

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  • De-stress and Find Holiday Joy

    December 2, 2022

    To Inspire: It’s suddenly December and the holiday season is in full swing. Do you feel the stress already? Whew, I do. It’s no secret that while this time is supposed to be festive and merry, it can be overwhelming and stressful for many. Studies show that nearly half of people feel more stressed during […]

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  • JUST STOP YOUR COMPLAINING!

    November 18, 2022

    To Inspire: Why does it seem like gratitude and appreciation require so much intentionality but grumbling, questioning, and complaining come so naturally? We complain when things don’t go as we want, when others don’t think or act the way we think they should, and about all the problems we encounter or perceive in the world. […]

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  • Planning for the Emotional Part of Retirement

    November 4, 2022

    To Inspire: A recent T. Rowe Price study concluded that while many people do at least some level of financial planning for retirement, relatively few take into account the emotional element of planning. They have not taken time to truly visualize what retirement will look like and how they want to live those years. The […]

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  • Impacting Lives through Soup

    November 4, 2022

    To Inspire: As fall turns to winter, there’s nothing like a great bowl of soup on a cold day. Soup of Success soup mixes can help speed up the homemade soup process and help marginalized women – a win win! Soup of Success began in 1997 when Church Community Services started trying to help their […]

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  • Volunteer Mentor Impacts Youth

    October 28, 2022

    To Inspire: The Foundation for a Better Life recently shared the story of Ron, a man who spent much of his time in retirement working with children and youth in his community – coaching local youth teams and later, serving as a school crossing guard. In this issue of WealthNotes, we share his story and […]

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  • Control Your Happiness

    October 21, 2022

    To Inspire: So many people have tried to define happiness. Writers, poets, musicians, and philosophers throughout time have tackled the topic. So why am I joining the discussion? Thinking recently about happiness and the impact of external events on one’s happiness I wondered what research might show. Well, research shows that approximately half of your […]

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  • Seek Greatness!

    October 14, 2022

    To Inspire: Emeritus Pope Benedict once said “we are not made for comfort, we are made for greatness.“ I found myself thinking of this quote last evening as I was fortunate to be in a gathering of very accomplished people. Leaders in law, psychiatry, business and social services. I noticed how joyful and interesting they […]

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  • You Are Free to Go

    October 7, 2022

    To Inspire: Nicole (not her real name) was recently affected by a headcount reduction. Her job was eliminated due to the economy.  In my coaching, I work with a lot of “Nicoles” who find themselves in career transition. Most often, that transition is from one company to another in a similar position―from Controller there to […]

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