Tag: Family Legacy
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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What Is The Wealth For? Chris Erblich on Powerful Lessons From Families Who Got It Right (Ep. 2)

What Is The Wealth For? Chris Erblich on Powerful Lessons From Families Who Got It Right (Ep. 2)

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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 and Partner at Husch Blackwell, who shares powerful, real-life stories that demonstrate how wealth without purpose often fails. 

Through emotional anecdotes, from banana peels to legacy letters and life-defining questions, they explore how families can and should pass down more than wealth itself.

Chris discusses:

  • Why most families fixate on the estate tax “40% problem” and ignore the much greater “90% problem” of generational wealth loss
  • A billionaire who reframed his legacy around job creation, revealing to his children the true purpose behind his wealth
  • A heartfelt letter from a father to son that became the most valuable asset passed down, not financial, but moral
  • The “dash” concept: a tool used in family meetings to reflect on how each member is spending their time and energy to create impact
  • A conversation with Clayton Kershaw that reframed professional accolades as a platform for purpose, challenging listeners to identify their own
  • 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. 

423aWP – 2025.08

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Subscribe: RSS | More