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 …
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 …