Tag: Asset Allocation
Raising Kids Who Blow Past You: The C4 Framework with Scott Donnell (Ep. 17)

Raising Kids Who Blow Past You: The C4 Framework with Scott Donnell (Ep. 17)

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In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with Scott Donnell, founder of Fig and Eagle and author of Value Creation Kids, to unpack the C4 Framework, a proven system for raising connected, courageous, values-driven, and capable kids. Scott shares practical tools for parents and grandparents at every stage, from the Gigs Method and Brain Gigs to the Core Word Method and the family FUMES reward system. If raising kids who blow past you in every way that matters is the goal, this episode is your starting point.

Most parents want the same thing. They want kids who are confident, capable, grateful, and grounded. But in a world of smartphones, overscheduled weeks, and the pressure to give our children everything we never had, something quietly goes wrong. The kids we are trying to bless end up entitled. The families we are working so hard to build end up fractured. And we wonder where it all went sideways.

Scott Donnell has spent more than a decade sitting with the strongest families in the world, studying what they do differently, and turning those patterns into a framework any family can follow. In this episode, Scott joins Brady to unpack the C4 Framework, a four-pillar system built around Connection, Courage, Core Values, and Capability. Whether you have young kids at home, teenagers pushing every boundary, or adult children you are still trying to reach, this conversation is full of practical tools you can put to work today.

The Top Takeaways from this Episode: 

  1. The number one secret of the world’s best families is simple. They take time to work on their family, not just be in it.
  2. Stop solving their problems. Life is the greatest teacher. Every time you step in, you step in the way.
  3. Your job is not to give your kids everything you never had. It is to teach them everything you never knew.
  4. Legacy is a recipe book, not a lottery ticket. The strongest families work a proven system and stop leaving their future to chance

About Our Guest, Scott Donnell:

Scott Donnell is a visionary entrepreneur who has dedicated his life to helping build stronger families. He is the founder of 10 companies, serving 10 million customers across education, finance, biotech, and coaching. As a bestselling author and speaker, his content has reached more than 200 million families worldwide.

Scott is the founder of Fig and Eagle, a family coaching brand focused on teaching the secrets of the world’s strongest families. He is also the founder of the Clapham Accelerator, an organization of technologists and innovators using technology to fight human trafficking.

Scott has been featured in Bloomberg, Fox, NBC, The Wall Street Reporter, and the Entrepreneur Franchise 500. He lives in Phoenix with his wife Amy and their four kids.

Button: Learn More About Scott Donnell

544bWP – 2026.06

Advisory services provided by TFO Wealth Partners, LLC. This is being provided for informational purposes only, does not constitute investment advice. TFO Wealth Partners, LLC does not provide any guarantee, express or implied, that the information presented is accurate or timely, and does not contain inadvertent technical or factual inaccuracies. 

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Your Home Is The New Cyber Battleground: Protecting Your Family in a Digital World with Dr. Chris Pierson (Ep. 16)

Your Home Is The New Cyber Battleground: Protecting Your Family in a Digital World with Dr. Chris Pierson (Ep. 16)

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In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with Dr. Chris Pierson, founder and CEO of BlackCloak, about why successful families have become the most targeted group in cybercrime and what you can do about it. From AI-powered voice clones to hacked Gmail accounts that unlock an entire financial life, Dr. Pierson reveals the threats hiding in plain sight and offers practical, immediate steps to protect yourself and the people you love. What does cybersecurity have to do with wealth? As it turns out, everything. In this eye-opening conversation, Brady Fineske sits down with Dr. Chris Pierson, founder and CEO of BlackCloak, to explore why high-net-worth individuals and their families have become the most attractive targets for cybercriminals and nation-state hackers. The threats are not abstract. They are happening in your email inbox, on your children’s devices, in your aging parents’ phone calls, and increasingly, at your front door.

Dr. Pierson brings 25 years of cybersecurity expertise to a conversation that is equal parts alarming and actionable. From kidnap-and-ransom schemes that started with a hacked Gmail account, to AI-generated voice clones targeting elderly parents, this episode connects the dots between your digital life and your physical safety. More importantly, it gives you a clear-eyed framework for protecting yourself, your family, and your legacy before something goes wrong.

Key Takeaways:

  • High-net-worth families are deliberately targeted because the financial upside rivals hacking entire corporations, with far less security standing in the way.
  • Your home network and personal email account are the number one entry points for cyber attacks, not your company’s systems.
  • Children’s large digital footprints and lack of cybersecurity training make them an easy and frequently exploited soft target.
  • Elderly parents are especially vulnerable to phone-based scams built on publicly available personal information and scripted confidence schemes.
  • The three steps to protect against scams are issue spotting through education, slowing down time, and having a trusted guide who can interrupt the panic cycle.
  • A free credit freeze on Experian, Equifax, and TransUnion remains one of the most effective, underused tools available to anyone.
  • AI has dramatically accelerated cyberattacks, enabling criminals to target thousands of individuals daily using deep fakes, voice cloning, and automated reconnaissance.

Connect with TFO Wealth Partners: 

Learn More About Dr. Chris Pierson & BlackCloak:

About Our Guest, Dr. Chris Pierson: 

Dr. Chris Pierson is the Founder and CEO of BlackCloak, the company behind the first Digital Executive Protection Platform. Over a 25-year career in cybersecurity and privacy, Chris has served on the Department of Homeland Security’s Privacy Committee and Cybersecurity Subcommittee, held leadership roles as Chief Privacy Officer for the Royal Bank of Scotland, and served as President of the FBI’s Arizona InfraGard chapter.

Prior to BlackCloak, Chris was a founding executive and General Counsel at Viewpost and began his career as a corporate attorney establishing a cybersecurity practice for companies that had been hacked or experienced data breaches. He is a globally recognized keynote speaker and a Distinguished Fellow of the Ponemon Institute.


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.
539aWP – 2026.05

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The Paradox of Success: Why Getting What You Want Isn’t Enough with Dr. Rick Eigenbrod (Ep. 15)

The Paradox of Success: Why Getting What You Want Isn’t Enough with Dr. Rick Eigenbrod (Ep. 15)

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In this episode of the Wealth & Purpose Podcast, Brady Fineske speaks with Dr. Rick Eigenbrod, author of What Happens When You Get What You Want and co-author of the Yale case study What’s Next? The Entrepreneur’s Epilogue and the Paradox of Success. Dr. Eigenbrod shares what actually happens after achieving significant success — not the theory, but the lived reality experienced by entrepreneurs, executives, and high achievers who reach the finish line only to find it isn’t what they imagined.

The conversation explores why so many successful people feel lost, adrift, and unprepared after selling a business or reaching a major life milestone, and what it takes to rediscover structure, meaning, and identity on the other side of success.

Dr. Eigenbrod emphasizes the importance of understanding who you are now, what truly matters to you, and how to follow the small signals of vitality that point toward a more fulfilling next chapter.

Key points from this episode:

  • Why achieving a significant goal can come with unexpected loss, and why so few people are prepared for it
  • How the disruption to structure, meaning, and identity creates the “paradox of success”
  • Why the tools that made you successful can actually work against you in this next phase of life
  • The focusing illusion — and why our picture of “happily ever after” leaves out everything that matters
  • Why “purpose” can feel overwhelming, and the simpler question to ask instead
  • How to follow the vitality — the small inklings that point toward your next chapter
  • Resources, programs, and books to help navigate life after the exit

Connect with TFO Wealth Partners: 

Learn More About Dr. Rick Eigenbrod:

About Our Guest, Dr. Rick Eigenbrod:: 

Dr. Rick Eigenbrod is an experienced Executive Coach, Organizational Development Consultant, and author of What Happens When You Get What You Want. His work centers on helping leaders and high achievers navigate growth, transition, and performance through innovative approaches to leadership development and change management. He is also co-author of the Yale case study What’s Next? The Entrepreneur’s Epilogue and the Paradox of Success.

He has led change management and performance projects for organizations including AT&T, Google, United HealthCare, and the Hewlett Foundation, and has served as a featured Resource Speaker for more than 500 Vistage groups nationwide, earning the distinction of USA Speaker of the Year for Vistage Canada.

Rick holds a Ph.D. in Clinical Psychology from Michigan State University, an M.A. from Auburn University, and a B.A. from Tulane University.

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.


534aWP – 2026.05

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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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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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