What if the way you think about money is holding you back more than your bank balance ever could? How do you know when you have enough? And what does it truly mean to spend well? In this episode, Brady Fineske sits down with New York Times Bestselling author Morgan Housel to explore key lessons …
What if your next family trip could become one of the stories your children tell for the rest of their lives? How do you turn a vacation into something that actually brings people closer together? In this episode, Brady Fineske sits down with Janet Semenova, Co-Founder of Boutique Travel Advisors, to explore how intentional travel …
What happens when life doesn’t go according to plan? Join Brady Fineske as he sits down with seven-time New York Times bestselling author Bruce Feiler to explore what he calls “lifequakes,” those unexpected, often unwelcome transitions that shake up everything we thought we knew. Bruce opens up about his own journey through cancer, financial collapse, …
Most people spend thousands creating an estate plan, only to hide it in a drawer and never talk about it again. But what if the most powerful part of your plan isn’t the documents? It’s the conversations that come after. In this episode, Brady Fineske, CFP®, welcomes Donald Scott, Director of Estate Planning at TFO …
Market volatility can feel overwhelming, but understanding what drives long-term returns helps investors stay the course through uncertainty. How do you separate noise from signal when headlines dominate the news cycle? What principles should guide your investment decisions as you head into a new year? In this episode, host Brady Fineske speaks with Matt Sheridan, …
Wealth can open doors, but it can also close off growth if the next generation isn’t prepared for struggle, purpose, and perspective. The real challenge isn’t creating wealth, it’s preparing your children to handle it with character and meaning. In this episode, host Brady Fineske speaks with executive coach and former psychotherapist John Cunningham, M.A., …
Managing wealth can feel like building a house, except you’re also the architect, plumber, and electrician. But what if that’s setting your family up for confusion or even failure? In this episode, host Brady Fineske, CFP®, is joined once again by Chris Erblich, CEO of TFO Wealth Partners and Partner at Husch Blackwell, to explore …
When does wealth truly become legacy? Brady Fineske, President of TFO Wealth Partners, sits down with David York, attorney, CPA, author, and co-founder of COREnology, to explore how families can transform wealth into a tool for unity, values, and purpose. David shares the seven disciplines of families who successfully transfer wealth and why clarity of …
What can a retired Army Major General teach us about leadership in business, family, and legacy? The answer might surprise you. In this episode, TFO Wealth Partners President Brady Fineske sits down with Retired U.S. Army Major General Malcolm Frost, whose 31-year career included commanding roles in Bosnia, Afghanistan, and Iraq, as well as leading …
It’s easy to underestimate the role of a trustee until you’re wearing the hat yourself. On this episode of The Wealth and Purpose Podcast, host Brady Fineske, CFP®, welcomes Donald Scott, VP & Director, TFO Trust Company, to peel back the layers of this complex responsibility. Donald shares how trustees juggle administrative, investment, and distribution …