Tag: Financial Education
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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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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