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 …
When your family gathers, what topics do you discuss, and what do you avoid? In this deeply human episode, host Brady Fineske, CFP®, sits down with seven-time New York Times bestselling author and family strategist Bruce Feiler to explore the surprising truths behind what helps empower families to thrive. Bruce shares powerful lessons from his …
Many families focus on growing wealth and minimizing estate taxes. But the bigger risk? Falling into the same trap 90% of successful families do by losing the wealth within three generations due to a lack of shared values and meaning. In this episode, Brady Fineske, CFP®, speaks with Chris Erblich, CEO of TFO Wealth Partners …
Brady Fineske, CFP®, didn’t start this podcast to talk about wealth… He started it to help families and business owners better understand what their wealth is really for by connecting it to their ultimate purpose. In this premiere episode, Brady shares the deeply personal experiences that shaped his belief that wealth must be tied to …
The Wealth and Purpose Podcast helps families thrive by connecting what they’ve worked so hard for to what matters most. Designed for busy families and business owners, each engaging and thoughtfully paced episode delivers meaningful insights you can put to use right away. Join host Brady Fineske—author, speaker, and President of TFO Wealth Partners—as he …