Category: Business
The Price of Becoming: Why Excellence Never Arrives with Ryan Hawk (Ep. 19)

The Price of Becoming: Why Excellence Never Arrives with Ryan Hawk (Ep. 19)

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Ryan Hawk has interviewed over 650 of the world’s top leaders, and he says the most important thing he has learned from all of them has nothing to do with strategy. It comes down to one word: curiosity.

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Inspired to discuss this topic further? Contact us now to start a conversation:
https://tfowealth.com/contact-us/
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Key Takeaways:

  • Ryan Hawk has interviewed over 650 world class leaders on The Learning Leader Show.
  • The most dangerous mindset for any leader is believing they have arrived.
  • Curiosity is Ryan’s number one way to give and receive love.
  • Jim Collins defines leadership as getting people to want to do what must be done.
  • Consistency and daily rituals matter more than motivation or intensity.
  • Excellence often looks boring from the outside, like a golfer who never misses a fairway.
  • Small daily habits compound into a life of continuous growth.

Chapters: 

  • 0:00  Meet The Learning Leader
  • 1:18  Why He Started Podcasting
  • 4:11  What Great Leaders Look Like
  • 6:29  The Danger Of Arrival
  • 8:21  The Real Price Of Excellence
  • 11:09  Curiosity As A Love Language
  • 15:04  The Question He Always Asks
  • 18:42  Defining True Leadership
  • 20:58  What Companies Get Wrong
  • 24:37  The Price He Pays Daily
  • 28:42  Why Boring Wins In Golf
  • 30:35  Final Thoughts And A Book Pick

 

We have limited copies of Ryan’s new book “The Price of Becoming” to give away to our audience. If you reside in the United States and would like us to send you a copy of the book, please become a new subscriber to our channel and fill out the form below. Fill out this form to receive your copy of “The Price of Becoming”: https://tdcforms.wufoo.com/forms/get-a-copy-of-ryan-hawks-book/

 

Connect with TFO Wealth Partners: 

 

Learn More About Ryan: and the Learning Leader:

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

 

About Our Guest, Ryan Hawk: 

For the past decade, Ryan Hawk has interviewed more than 650 of the world’s most influential leaders, including Jim Collins, Simon Sinek, Adam Grant, Tony Robbins, James Clear, Jocko Willink, and JJ Redick, on The Learning Leader Show, an Apple Podcasts Best Seller for four years running and one of the top ranked business podcasts in the world.

Ryan is a bestselling author and keynote speaker who has worked with organizations including Salesforce, LinkedIn, Microsoft, and Dell. His books include Welcome to Management, The Pursuit of Excellence, and The Score That Matters, and his newest release, The Price of Becoming, explores how small, consistent choices compound into a life of continuous growth.

A former college quarterback and twelve year corporate sales leader, Ryan now spends his time studying excellence, working with leadership teams, and preparing for his next conversation on The Learning Leader Show.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations.

553aWP – 2026.07

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The Letter That Changes Everything: The Legacy Letter with Blake Brewer (Ep. 18)

The Letter That Changes Everything: The Legacy Letter with Blake Brewer (Ep. 18)

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What if the most powerful thing you could give your family had nothing to do with money? In this episode, Brady sits down with Blake Brewer, founder of the Legacy Letter, to explore one of the most personal and transformative conversations we have had on this show. Blake’s story begins with tragedy and ends with a mission that has already touched thousands of families.

At 19 years old, Blake lost his father in a drowning accident while on a family vacation. Hours later, his mother handed him a letter his dad had written and planned to give him on that very trip. That letter changed the trajectory of Blake’s grief, his faith, and ultimately his entire career. Today Blake is on a mission to help one million parents write a meaningful, lasting letter to the people they love most.

Key Takeaways:

  • A parent’s written words can anchor a child through grief in ways nothing else can.
  • The Legacy Letter follows a proven structure: intro, apology, love, pride, belief, advice, and closing.
  • The apology section is the hardest part and the most important. Own it without blame.
  • Your children are telling themselves a story about how much you love them. It may not match yours.
  • This letter is not about death. It is about pouring into your family right now.
  • Done is better than perfect. Sooner is always better than later.
  • TFO is hosting a virtual Legacy Letter event with Blake on September 24th. Contact us through the show notes to join.

Chapters:

0:30 Today’s Guest & Topic
1:35 The Day Everything Changed
5:00 Underwater and Out of Options
6:40 The Letter That Saved Him
9:08 Pain Into Purpose
11:51 The Power of Time
14:28 A Blank Sheet of Paper
16:07 What is a Legacy Letter?
20:11 When and How to Deliver It
21:40 The Daughter Who Didn’t Know
24:48 Mistakes People Make
26:36 Don’t Wait Another Day

📝 Want to write your Legacy Letter with Blake Brewer? Join us for a virtual workshop on September 24th. Sign-up here to receive a link to register once it opens up: https://tdcforms.wufoo.com/forms/interested-in-attending-our-legacy-letter-workshop/

About Our Guest, Blake Brewer:

Blake Brewer is the founder of the Legacy Letter and the Legacy Letter Challenge. His mission grew directly out of one of the most devastating moments of his life. At 19, Blake lost his father in a drowning accident during a family vacation in Hawaii. Hours after the tragedy, his mother found a letter his father had written and planned to deliver on that trip. That letter shaped how Blake grieved, how he healed, and ultimately how he chose to live.

After spending years mentoring college students and witnessing the impact his father’s words continued to have on his own life, Blake developed a structured process to help other parents write meaningful letters to their children. He has since guided thousands of families through the experience and is working toward his goal of helping one million moms and dads put their most important words on paper.

Blake has been featured on The Today Show, The Mike Huckabee Show, and numerous other platforms. He speaks to groups across the country and works with families at live and virtual events to help them capture their legacy in a form that can be held, read, and passed down for generations.

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice.

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results. Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations.
2026.06 546aWP – 2026.06

Connect with TFO Wealth Partners:

High-Net-Worth Wealth Management Firm


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Tuning Out Market Noise: Gerard O’Reilly on Discipline, AI, and Smarter Investing (Ep. 14)

Tuning Out Market Noise: Gerard O’Reilly on Discipline, AI, and Smarter Investing (Ep. 14)

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In this episode of the Wealth & Purpose Podcast, Brady Fineske speaks with Gerard O’Reilly, Co-CEO and Co-Chief Investment Officer at Dimensional. Gerard shares how investors can handle market noise, uncertainty, and global events while staying focused on long-term outcomes. 

The conversation examines the role of discipline, proper asset allocation, and understanding market pricing in building wealth over time. They also discuss common investor mistakes, tax efficiency, private markets, and emerging topics like AI, highlighting where innovation adds value and where it does not. 

Gerard emphasizes the importance of having a plan, working with professionals, and maintaining a consistent investment approach across changing environments

Key points from this episode:

  • How to tune out market noise and stay disciplined during periods of uncertainty, and why long-term investors may be rewarded for patience
  • Why asset allocation and understanding risk matter more than chasing returns, especially in volatile markets
  • The dangers of reacting to short-term performance, and how market prices already reflect available information
  • How tax efficiency and “tax alpha” may enhance outcomes, and the trade-offs investors should consider
  • How to evaluate private markets, crypto, and other alternatives through the lens of expected returns and cash flows
  • Why markets function as a form of aggregated intelligence, and how factors like size, value, and profitability drive long-term returns
  • And more!

Connect with TFO Wealth Partners: 

Learn More About Gerard O’Reilly & Dimensional:

About Our Guest, Gerard O’Reilly:: 

Gerard O’Reilly is the Co-Chief Executive Officer and Co-Chief Investment Officer of Dimensional Fund Advisors, where he helps guide the firm’s global vision, strategy, and investment philosophy. Since joining Dimensional in 2004, he has played a key role in advancing the firm’s systematic, research-driven approach to investing. Previously serving as Head of Research, he was instrumental in applying academic insights to real-world portfolios and continues to serve on both the Investment Research Committee and Investment Committee.

Gerard holds a PhD in aeronautics from California Institute of Technology and earned his undergraduate and master’s degrees in physics and high-performance computing from Trinity College Dublin. He also serves on the boards of Dimensional’s US mutual funds and ETFs.

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations.

523aWP – 2026.04

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The Psychology of Money and the Art of Spending Money with Morgan Housel (Ep. 13)

The Psychology of Money and the Art of Spending Money with Morgan Housel (Ep. 13)

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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 from two of his most celebrated books, The Psychology of Money and The Art of Spending Money. Morgan shares how our personal histories shape our financial behaviors, why knowing what “enough” means is the ultimate financial advantage, and how the way we spend money can either trap us or set us free. 

He also unpacks why money becomes a social scorecard and offers a refreshing reframe on what truly brings joy and lasting fulfillment.

Morgan discusses:

  • How money functions as both a financial asset and a psychological liability, and why behavior matters more than intelligence when it comes to building wealth
  • Why personal experience shapes every financial decision we make, and how recognizing this leads to healthier money habits
  • The concept of “enough” and why most people believe they need double what they currently have, no matter their net worth
  • How happiness depends on contrast and expectations rather than material possessions, and why occasional treats bring far more joy than constant luxuries
  • Why the highest-return spending focuses on relationships and freedom, and how wealth without independence is a unique form of poverty
  • And more!

Resources:

Connect with TFO Wealth Partners: 

Connect with Morgan Housel: 

About Our Guest: 

Morgan Housel is the New York Times Bestselling author of The Psychology of Money, The Art of Spending Money, and Same As Ever. His books have sold over 11 million copies and have been translated into more than 60 languages. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, and winner of the New York Times Sidney Award. MarketWatch named him one of the 50 most influential people in markets. He’s a partner at The Collaborative Fund and serves on the board of directors at Markel.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations. 

509aWP – 2026.03

 

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Travel Done Well: Creating Memory Dividends with Janet Semenova (Ep. 12)

Travel Done Well: Creating Memory Dividends with Janet Semenova (Ep. 12)

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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 can create lasting family memories and become one of the most meaningful investments families can make. Janet shares how to build a travel roadmap aligned with life stage, how to keep family trips from becoming stress-filled checklists, and why the best moments often come from the unexpected. She also covers practical tips on planning ahead, logistics, and bucket list destinations trending in 2026.

Janet discusses:

  • How to align travel with each family member’s must-haves so everyone feels heard and invested in the trip
  • Why having greater wealth means slowing down, not packing more into your schedule
  • How to create a 2 to 5 year travel roadmap that accounts for financial and physical considerations
  • Why embracing the hero’s journey, including misadventures, leads to the memories that last longest
  • Top bucket list destinations for 2026, from Japan and Italy to Iceland and Antarctica
  • And more!

Connect with TFO Wealth Partners: 

Connect with Janet Semenova: 

About Our Guest: 

Janet Semenova is the Co-Founder of Boutique Travel Advisors, where she designs intentional travel experiences for families and couples who want more than a typical vacation. She specializes in helping clients align their travel plans with their life stage, values, and long-term goals, creating meaningful moments that become lasting family stories. With a thoughtful and highly personalized approach, Janet guides clients through everything from multi-generational trips to retirement travel roadmaps, blending logistics, cultural depth, and connection into every journey.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations. 

505aWP – 2026.03

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Mastering Life Transitions: From Setbacks to Purpose-Driven Living with Bruce Feiler (Ep. 11)

Mastering Life Transitions: From Setbacks to Purpose-Driven Living with Bruce Feiler (Ep. 11)

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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, and family crisis, and how those experiences led him to collect 500 stories of transition, acceptance, and transformation from Americans of all walks of life.

Together, they uncover why the myth of a “linear life” is outdated and how embracing our non-linear realities can unlock a more purposeful path forward. Whether you’re navigating retirement, selling a business, or redefining your role in your family, this conversation offers a blueprint for turning chaos into clarity.

What to expect:

  • The myth of midlife crises and the truth about life transitions
  • Voluntary vs. involuntary lifequakes and why both matter
  • How to find meaning in the messy middle of change
  • The ABCs of purpose: Agency, Belonging, and Cause
  • And more!

Resources:

Connect with TFO Wealth Partners: 

Connect with Bruce Feiler: 

About Our Guest: 

Bruce Feiler is one of America’s most thoughtful voices on contemporary life. He is the author of seven New York Times bestsellers, including LIFE IS IN THE TRANSITIONS, THE SECRETS OF HAPPY FAMILIES, and COUNCIL OF DADS. Bruce’s three TED Talks have been viewed more than four million times, and he teaches the TED Course “How to Master Life Transitions.” Employing a firsthand approach to his work, Bruce is known for living the experiences he writes about. His work combines timeless wisdom with timely knowledge turned into practical, positive messages that allow people to live with more meaning, passion, and joy. His new book, THE SEARCH: Finding Meaningful Work in a Post-Career World, is a bold new roadmap for finding meaning and purpose at work, based on insights drawn from hundreds of life stories of Americans from all backgrounds and vocations.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations. 

499aWP – 2026.02

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Why Your Estate Plan Deserves a Second Look with Donald Scott (Ep. 10)

Why Your Estate Plan Deserves a Second Look with Donald Scott (Ep. 10)

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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 Wealth Partners and Director and Vice President of TFO Trust Company. Together, they explore how to approach your estate plan with clarity, flexibility, and purpose, whether you’re updating an old binder or building a family legacy from scratch.

Brady and Donald discuss:

  • The three essential questions every estate plan should answer
  • How lifetime trusts can protect your children without limiting them
  • Why equal isn’t always fair when it comes to inheritance
  • How family meetings can prevent future conflict and misinterpretation
  • And more

Connect with TFO Wealth Partners: 

Connect with Donald Scott:

About Our Guest:

Donald Scott is the Director of Estate Planning for TFO Wealth Partners and helps lead TFO Trust Company as its Director and Vice President. A former partner at Husch Blackwell, he brings decades of experience in estate planning, tax law, and fiduciary guidance. Donald is known for helping families align their financial decisions with their values and build legacies that last for generations.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations.

493aWP – 2026.02

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Beyond the Headlines: 2025 Market Review and Key Investment Reminders for 2026 with Matt Sheridan (Ep. 9)

Beyond the Headlines: 2025 Market Review and Key Investment Reminders for 2026 with Matt Sheridan (Ep. 9)

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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, CFP®, CPM, Chief Investment Officer at TFO, about reviewing 2025’s market performance and revisiting essential investment principles for 2026. Matt shares insights on managing volatility, the power of staying invested, and why asset allocation matters more than market timing. They also discuss tax management strategies and the psychology behind lump sum investing versus dollar cost averaging.

Key takeaways:

  • The reality of intra-year volatility and why 75% of years end positive despite market downturns
  • How missing just the best day in the market can reduce returns by nearly 50% over time
  • Why 92% of portfolio returns come from asset allocation rather than stock picking or timing
  • The difference between risk-aligned and liability-aligned portfolio approaches for retirees
  • Tax management strategies that can add over half a million dollars to wealth over two decades
  • And more!

Connect with TFO Wealth Partners: 

Connect with Matt Sheridan: 

About Our Guest: 

As Chief Investment Officer at TFO Wealth Partners, Matt Sheridan leads investment strategy and research across the firm. He spends most of his time thinking about how to help advisors and families build practical portfolios that work in the real world, not just on paper. Before joining TFO Wealth Partners, Matt spent time at Vanguard and Morgan Stanley, partnering with advisors, investment committees, and private clients to work through portfolio construction tradeoffs and investment decisions.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations.

485aWP – 2026.01

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Raising Resilient Heirs: John Cunningham on Teaching the “Four R” Framework (Ep. 8)

Raising Resilient Heirs: John Cunningham on Teaching the “Four R” Framework (Ep. 8)

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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., about helping families build resilience and purpose across generations. John explains how to prevent “inheritance waiters,” how to guide children through transitions, and how to measure maturity through his “Four R’s” framework.

Key Takeaways:

  • The danger of raising “inheritance waiters”, children waiting for wealth instead of creating their own path
  • Why parents’ desire to make life easier for their kids can backfire
  • How to ask the question: “What evidence do you have that your wealth helps, not harms, your children?”
  • The “Four R’s”, restraint, respect, reverence, and reciprocity, as tools to gauge character development
  • How storytelling and shared family activities can pass down values more effectively than lectures
  • And more!

Connect with TFO Wealth Partners: 

Connect with John Cunningham: 

About Our Guest: 

John Cunningham, M.A., long-time speaker, trainer, psychotherapist, and coach, brings vast experience and a unique and compelling skill-set to the financial services industry. As a relationship-based business consultant, John assists executives, advisors, business leaders, and organizations to create possibilities and outcomes previously unimagined by recognizing and removing personal and professional barriers to success to maximize potential, gratification, and profit. He offers coaching, training, and strategic planning for effective client engagement beyond the standard financial industry talking points, unshakeable confidence derived from deep self-understanding, and the leadership competence required for navigating the hidden elements of human, group, team, and family dynamics. Understanding oneself and the ability to see into the quietly held desires and dreams of others is the invaluable intangible essential to any relationship-based business. Trainings and private coaching sessions with John advance experienced advisors to the highest levels of gratification and success at work, and beyond.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations. 

476aWP – 2026.01

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How to Build the Integrated Wealth Team Your Family Deserves with Chris Erblich (Ep. 7)

How to Build the Integrated Wealth Team Your Family Deserves with Chris Erblich (Ep. 7)

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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 why families with significant wealth need integrated planning and coordinated advisory teams. 

Chris shares personal stories and professional insights into building purposeful legacy plans, explaining how a lack of communication, outdated advisors, and disjointed teams can compromise everything. 

What to expect:

  • 03:02 The role of integrated teams in preserving wealth and family harmony
  • 13:05 The #1 trait to look for in any financial advisor
  • 15:38 How “following the money” can help ensure your interests are aligned
  • 24:06 Why family meetings might save your legacy
  • And more!

Connect with TFO Wealth Partners: 

Connect with Chris Erblich: 

About our Guest: 

Chris brings nearly 30 years of experience in helping high-net-worth individuals, families, and business owners achieve their personal and financial goals. As CEO and Chairman of TFO Wealth Partners, Chris collaborates with TFO’s leadership team to develop the firm’s vision and to establish its organizational and strategic direction. Chris is deeply passionate about helping families connect their wealth and purpose (his favorite question for families is “What is your wealth for?”). Chris likes to measure his day and the day of each of his colleagues by asking a simple question: “Did you help a family today?”. Chris’s purpose-driven approach to serving families (colleagues and clients) permeates the entire organization.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations. 

466aWP – 2025.12

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