Tag: money mindset
The Psychology of Money and the Art of Spending Money with Morgan Housel (Ep. 13)

The Psychology of Money and the Art of Spending Money with Morgan Housel (Ep. 13)

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What if the way you think about money is holding you back more than your bank balance ever could?

How do you know when you have enough? And what does it truly mean to spend well?

In this episode, Brady Fineske sits down with New York Times Bestselling author Morgan Housel to explore key lessons from two of his most celebrated books, The Psychology of Money and The Art of Spending Money. Morgan shares how our personal histories shape our financial behaviors, why knowing what “enough” means is the ultimate financial advantage, and how the way we spend money can either trap us or set us free. 

He also unpacks why money becomes a social scorecard and offers a refreshing reframe on what truly brings joy and lasting fulfillment.

Morgan discusses:

  • How money functions as both a financial asset and a psychological liability, and why behavior matters more than intelligence when it comes to building wealth
  • Why personal experience shapes every financial decision we make, and how recognizing this leads to healthier money habits
  • The concept of “enough” and why most people believe they need double what they currently have, no matter their net worth
  • How happiness depends on contrast and expectations rather than material possessions, and why occasional treats bring far more joy than constant luxuries
  • Why the highest-return spending focuses on relationships and freedom, and how wealth without independence is a unique form of poverty
  • And more!

Resources:

Connect with TFO Wealth Partners: 

Connect with Morgan Housel: 

About Our Guest: 

Morgan Housel is the New York Times Bestselling author of The Psychology of Money, The Art of Spending Money, and Same As Ever. His books have sold over 11 million copies and have been translated into more than 60 languages. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, and winner of the New York Times Sidney Award. MarketWatch named him one of the 50 most influential people in markets. He’s a partner at The Collaborative Fund and serves on the board of directors at Markel.

 

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. 

509aWP – 2026.03

 

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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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