Tag: january donovan
Women, Wealth & What Comes Next: Rethinking the Great Wealth Transfer with January Donovan (Ep. 21)

Women, Wealth & What Comes Next: Rethinking the Great Wealth Transfer with January Donovan (Ep. 21)

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Up to $120 Trillion is expected to change hands in America over the next two decades, and much of it will pass first to widows and daughters. Most families spend years preparing the wealth. Far fewer spend time preparing the people who will receive it. In this episode, Brady Fineske and co-host Stephanie Smith-Tremoulis, Family Wealth Strategist at TFO, sit down with January Donovan to ask a simple question: what if we are preparing the wealth for them, but not preparing them for the wealth?

January is the founder of The Woman School, a mother of eight, and a leading voice on human formation. She explains why information alone never changes a life, and why formation does. She walks through the eight arenas of an integrated life. She also shares practical guidance for four seasons of a woman’s life: the 16 year old daughter, the 30 year old building a family, the capable woman caught in the middle, and the woman in her legacy years. This conversation is for any parent, grandparent, or leader who wants the next generation to flourish, not just inherit.

Key Takeaways:

  • Families often prepare the wealth but neglect preparing the people who receive it.
  • Information tells you what to do. Formation trains you to actually do it.
  • A well-formed woman knows her worth is not tied to money or appearance.
  • Eight life arenas give women a shared language to find where life feels off.
  • Balance is not the goal. Paying attention to every arena in each season is.
  • Capable women must learn to say no to the good to say yes to the great.
  • Generational flourishing can only come from generational formation.

Chapters: 

  • 0:00 Preparing Heirs, Not Just Wealth
  • 3:49 Information Is Not Formation
  • 7:32 The Eight Arenas of Life
  • 12:52 Forming a 16 Year Old Daughter
  • 16:14 Don’t Let Your Thirties Blur
  • 18:17 Capable Doesn’t Mean Called to Carry
  • 22:36 Your Wounds Are a Compass
  • 25:47 The Best Gift for Your Heirs

Connect with TFO Wealth Partners: 

Learn more about January and her story/mission:

About Our Guest, January Donovan: 

January Donovan is the founder of The Woman School, a #1 bestselling author, entrepreneur, wife, and mother of eight. The Woman School is a mindset and skillset training school for women, and it grew into a multimillion dollar company reaching 40 countries in under three years, earning her recognition as one of Forbes Magazine’s top coaches. 

She studied Theology and Philosophy and spent four years working for a Congressman on Capitol Hill, where she focused on women’s issues. She brings more than 25 years of experience coaching women and is the author of “Redefine Success for Women” and “This Is the Me I Choose to Be.”

January’s work centers on helping women develop the mindset, skills, and formation needed to live an integrated and flourishing life. 

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.

571aWP – 2026.09

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