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 …