Before founding Joseph Wealth, Simon Joseph learned how to lead without shouting—from lacrosse fields to boardrooms. In this episode, he shares what it means to build lasting financial plans rooted in trust, not trends. From his early career through the 2008 crisis to launching his firm in Alexandria, Virginia, Simon reflects on fatherhood, faith, and the quiet discipline that defines his approach to money. If you value honest advice and long-term thinking, this one’s for you.

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