Tag: Brady Fineske
The Seven Disciplines of Families Who Pass on More Than Money with David York (Ep. 6)

The Seven Disciplines of Families Who Pass on More Than Money with David York (Ep. 6)

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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 identity and purpose matters more than tax structures or technical planning. Together, they unpack how to prepare children for wealth, not just with it, and how values-based planning creates stronger, more connected generations.

Expect to learn:

  • The seven habits of families who successfully pass on wealth and wisdom
  • How to move from fear-based to opportunity-based legacy planning
  • Why purpose and identity are more powerful than tax strategy
  • How tools like COREnology help families define, measure, and live their values
  • And more!

Interested in exploring COREnology for your family? Visit their website at https://corenology.com/ 

Also, if you’re interested in a copy of either of David’s books, we’ve supplied links below:
Entrusted: Building a Legacy That Lasts
The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World 

Connect with TFO Wealth Partners: 

Connect with David York:

About Our Guest:

David R. York is the CEO and Co-Founder of COREnology and one of the nation’s leading voices on family legacy, estate planning, and purposeful wealth. A practicing estate planning attorney, CPA, and sought-after speaker, David helps families bridge the gap between financial success and lasting significance. He is the author of several acclaimed books, including Entrusted: Building a Legacy That Lasts and The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, which challenge traditional views of inheritance and empower families to define wealth through values and identity. Known for blending technical expertise with a deeply human perspective, David’s work inspires families to move beyond preserving assets to cultivating thriving generations connected by purpose and meaning.

 

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. 

460aWP – 2025.11

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Leading with Trust: Major General Malcolm Frost on Values, Legacy, and Family Leadership (Ep. 5)

Leading with Trust: Major General Malcolm Frost on Values, Legacy, and Family Leadership (Ep. 5)

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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 Army public affairs and training the next generation of soldiers. Together, they uncover the timeless leadership principles that apply not just to the battlefield, but to boardrooms, family rooms, and multi-generational wealth planning.

Brady and Major General Frost discuss:

  • Why true leadership means “leading as they want to be led”
  • The three pillars of relationships, communication, and trust
  • How family values and purpose sustain legacy through times of crisis
  • A powerful story of life-or-death decision making that translates directly to leading at home and in business
  • And more

Connect with TFO Wealth Partners: 

Connect with Malcolm Frost:

About Our Guest:

Retired U.S. Army Major General Malcolm Frost served in leadership and combat roles across Bosnia, Afghanistan, and Iraq. He later became Chief of Public Affairs for the Army and Commanding General of the Center for Initial Military Training, where he helped shape the next generation of soldiers. Today, he advises Fortune 500 companies, supports veteran causes, and speaks widely on leadership, culture, and resilience.

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.

This testimonial is from a current client of TFO Wealth Partners. The client wasn’t compensated, and there are no material conflicts of interest.
449aWP – 2025.10

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Building Resilient Families with Bruce Feiler: Adapting, Communicating, and Creating Positive Memories (Ep. 3)

Building Resilient Families with Bruce Feiler: Adapting, Communicating, and Creating Positive Memories (Ep. 3)

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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 own life and 15 years of research, revealing that great families aren’t born, they’re built through intention, communication, and storytelling.

From family meetings rooted in Agile methodology to rituals that create a safe space for values to flourish, Bruce offers practical tools that any family can adopt, whether you’re raising toddlers or preparing to pass down a legacy.

What to expect in this episode:

  • How structured family meetings can build unity and resilience
  • The #1 predictor of a child’s emotional well-being
  • The critical difference between family dinners and rituals
  • Why storytelling is a legacy-building superpower
  • And more!

Interested in a copy of Bruce’s book “The Secrets of Happy Families”?
It’s easy. Subscribe to our YouTube channel and fill out the form by clicking on the link below. We’d be happy to send you a copy.

Complete our form to get a copy of Bruce’s book!

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. 

422aWP – 2025.08

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