Tag: financial parenting
Connecting Wealth and Purpose: On a Mission to Help Families Thrive with Brady Fineske (Ep. 1)

Connecting Wealth and Purpose: On a Mission to Help Families Thrive with Brady Fineske (Ep. 1)

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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 something greater. From growing up with a hardworking single mother to navigating unimaginable loss with his own son’s illness, he opens up about the values that define his mission.

Alongside co-host Jim Herrick, CFP®, they unpack why 75% of heirs feel unprepared to inherit wealth and what families can do about it now.

What to expect:

  • Why silence costs more than taxes when it comes to family planning
  • The emotional gap in traditional wealth management
  • A surprising stat about generational wealth loss
  • The real reason Brady launched this show
  • And more!

Explore how wealth can become a tool for connection, not conflict. Visit TFOWealth.com to subscribe and listen on your favorite platform.

Connect with TFO Wealth Partners: 

 

Neither 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.

Neither the firm nor its employees paid a fee for placement on Forbes 2025 Best-in-State Wealth Advisors List. The ranking was developed by Shook® Research, LLC and the data provided was as of 06/30/2024. The ranking was released on 04/08/2025. Neither the firm nor its employees paid a fee for placement on Barron’s America’s Top 1,200 Financial Advisors List. The ranking was developed by Barron’s and the data provided was as of September 30, 2024. The ranking was released on March 7, 2025. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.

402aWP – 2025.06

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