Tag: Wealth Management
The Price of Becoming: Why Excellence Never Arrives with Ryan Hawk (Ep. 19)

The Price of Becoming: Why Excellence Never Arrives with Ryan Hawk (Ep. 19)

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Ryan Hawk has interviewed over 650 of the world’s top leaders, and he says the most important thing he has learned from all of them has nothing to do with strategy. It comes down to one word: curiosity.

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Inspired to discuss this topic further? Contact us now to start a conversation:
https://tfowealth.com/contact-us/
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Key Takeaways:

  • Ryan Hawk has interviewed over 650 world class leaders on The Learning Leader Show.
  • The most dangerous mindset for any leader is believing they have arrived.
  • Curiosity is Ryan’s number one way to give and receive love.
  • Jim Collins defines leadership as getting people to want to do what must be done.
  • Consistency and daily rituals matter more than motivation or intensity.
  • Excellence often looks boring from the outside, like a golfer who never misses a fairway.
  • Small daily habits compound into a life of continuous growth.

Chapters: 

  • 0:00  Meet The Learning Leader
  • 1:18  Why He Started Podcasting
  • 4:11  What Great Leaders Look Like
  • 6:29  The Danger Of Arrival
  • 8:21  The Real Price Of Excellence
  • 11:09  Curiosity As A Love Language
  • 15:04  The Question He Always Asks
  • 18:42  Defining True Leadership
  • 20:58  What Companies Get Wrong
  • 24:37  The Price He Pays Daily
  • 28:42  Why Boring Wins In Golf
  • 30:35  Final Thoughts And A Book Pick

 

We have limited copies of Ryan’s new book “The Price of Becoming” to give away to our audience. If you reside in the United States and would like us to send you a copy of the book, please become a new subscriber to our channel and fill out the form below. Fill out this form to receive your copy of “The Price of Becoming”: https://tdcforms.wufoo.com/forms/get-a-copy-of-ryan-hawks-book/

 

Connect with TFO Wealth Partners: 

 

Learn More About Ryan: and the Learning Leader:

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

 

About Our Guest, Ryan Hawk: 

For the past decade, Ryan Hawk has interviewed more than 650 of the world’s most influential leaders, including Jim Collins, Simon Sinek, Adam Grant, Tony Robbins, James Clear, Jocko Willink, and JJ Redick, on The Learning Leader Show, an Apple Podcasts Best Seller for four years running and one of the top ranked business podcasts in the world.

Ryan is a bestselling author and keynote speaker who has worked with organizations including Salesforce, LinkedIn, Microsoft, and Dell. His books include Welcome to Management, The Pursuit of Excellence, and The Score That Matters, and his newest release, The Price of Becoming, explores how small, consistent choices compound into a life of continuous growth.

A former college quarterback and twelve year corporate sales leader, Ryan now spends his time studying excellence, working with leadership teams, and preparing for his next conversation on The Learning Leader Show.

 

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.

553aWP – 2026.07

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How to Build the Integrated Wealth Team Your Family Deserves with Chris Erblich (Ep. 7)

How to Build the Integrated Wealth Team Your Family Deserves with Chris Erblich (Ep. 7)

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Managing wealth can feel like building a house, except you’re also the architect, plumber, and electrician. 

But what if that’s setting your family up for confusion or even failure?

In this episode, host Brady Fineske, CFP®, is joined once again by Chris Erblich, CEO of TFO Wealth Partners and Partner at Husch Blackwell, to explore why families with significant wealth need integrated planning and coordinated advisory teams. 

Chris shares personal stories and professional insights into building purposeful legacy plans, explaining how a lack of communication, outdated advisors, and disjointed teams can compromise everything. 

What to expect:

  • 03:02 The role of integrated teams in preserving wealth and family harmony
  • 13:05 The #1 trait to look for in any financial advisor
  • 15:38 How “following the money” can help ensure your interests are aligned
  • 24:06 Why family meetings might save your legacy
  • 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. 

466aWP – 2025.12

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The Seven Disciplines of Families Who Pass on More Than Money with David York (Ep. 6)

The Seven Disciplines of Families Who Pass on More Than Money with David York (Ep. 6)

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When does wealth truly become legacy? 

Brady Fineske, President of TFO Wealth Partners, sits down with David York, attorney, CPA, author, and co-founder of COREnology, to explore how families can transform wealth into a tool for unity, values, and purpose.

David shares the seven disciplines of families who successfully transfer wealth and why clarity of identity and purpose matters more than tax structures or technical planning. Together, they unpack how to prepare children for wealth, not just with it, and how values-based planning creates stronger, more connected generations.

Expect to learn:

  • The seven habits of families who successfully pass on wealth and wisdom
  • How to move from fear-based to opportunity-based legacy planning
  • Why purpose and identity are more powerful than tax strategy
  • How tools like COREnology help families define, measure, and live their values
  • And more!

Interested in exploring COREnology for your family? Visit their website at https://corenology.com/ 

Also, if you’re interested in a copy of either of David’s books, we’ve supplied links below:
Entrusted: Building a Legacy That Lasts
The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World 

Connect with TFO Wealth Partners: 

Connect with David York:

About Our Guest:

David R. York is the CEO and Co-Founder of COREnology and one of the nation’s leading voices on family legacy, estate planning, and purposeful wealth. A practicing estate planning attorney, CPA, and sought-after speaker, David helps families bridge the gap between financial success and lasting significance. He is the author of several acclaimed books, including Entrusted: Building a Legacy That Lasts and The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, which challenge traditional views of inheritance and empower families to define wealth through values and identity. Known for blending technical expertise with a deeply human perspective, David’s work inspires families to move beyond preserving assets to cultivating thriving generations connected by purpose and meaning.

 

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. 

460aWP – 2025.11

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Trustee Secrets with Donald Scott: Avoiding Family Conflict and Protecting Generational Wealth (Ep. 4)

Trustee Secrets with Donald Scott: Avoiding Family Conflict and Protecting Generational Wealth (Ep. 4)

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It’s easy to underestimate the role of a trustee until you’re wearing the hat yourself.

On this episode of The Wealth and Purpose Podcast, host Brady Fineske, CFP®, welcomes Donald Scott, VP & Director, TFO Trust Company, to peel back the layers of this complex responsibility. 

Donald shares how trustees juggle administrative, investment, and distribution duties and why “not knowing what you don’t know” can be a costly mistake.

Listeners will discover:

  • The difference between technical expertise and true wisdom
  • South Dakota’s surprising advantage in trust law
  • Why appointing family members can strain relationships
  • How trust companies maintain continuity over generations
  • And more

Connect with TFO Wealth Partners: 

Connect with Donald Scott:

About Our Guest: 

Donald Scott has been serving wealthy families for over 15 years. In his role as a Family Wealth Strategist with TFO Wealth Partners, Donald is responsible for providing strategic advice to client families on a wide variety of financial topics that impact their lives. In addition, Donald leverages his past experience as an estate planning partner in a national law firm in his role as Director of Estate Planning with TFO. Donald also serves as Vice President and Director of TFO Trust Company, serving affluent families with various trustee services designed to fit their specific needs. 

 

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.

424aWP – 2025.08

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