The Wealth and Purpose Podcast

Bölümler

• 
  Victim to Victor: Finding Purpose in Pain with John O’Leary (Ep. 20) 20.08.2026 46dk

  At nine years old, John O’Leary had third degree burns over 87 percent of his body and no real chance of survival. This is the story of what happened next. Inspired to discuss this topic further? Contact us now to start a conversation: https://tfowealth.com/contact-us/   Key Takeaways: At age nine, John O’Leary was burned on almost 100 percent of his body. Doctors gave him almost no chance to survive that fire. Family and hospital staff modeled radical, selfless love during his recovery. A janitor and a hospital aide taught him that every job carries dignity. Broadcaster Jack Buck’s small act of kindness changed the course of his life. His books On Fire and In Awe explore living fully, not just surviving. Wonder returns when we stop hiding our scars and greet others with love. We have limited copies of John’s books, “In Awe” and “On Fire,” 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 a copy of one of John’s books: https://tdcforms.wufoo.com/forms/get-a-copy-of-one-of-john-olearys-books/ Chapters:  0:00 Meet John O’Leary 1:46 The Fire That Changed Everything 3:52 What His Family Learned That Day 9:07 Two Hospital Heroes: Lavelle and Roy 14:12 Jack Buck’s Promise 19:22 Sixty Baseballs and a Comeback 24:59 Why Success Can Still Feel Empty 32:03 The Scars We Try to Hide 41:38 What He’s In Awe of Today   Connect with TFO Wealth Partners:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners   Learn more about John and his story/mission: Website: John O’Leary About Our Guest, John O’Leary:  In 1987, John O’Leary was a curious nine year old boy. While playing with fire and gasoline, he caused a massive explosion in his home and was burned on 100 percent of his body, with doctors giving him less than a 1 percent chance to live. Through emotional storytelling, unexpected humor, and an authentic spirit, John now reveals what is possible on the other side of tragedy and inspires audiences to transform their lives one action at a time. John is the two time number one national bestselling author of On Fire and In Awe, and his story has also become the feature film Soul on Fire. He has been featured by USA Today, Fox News, the Dave Ramsey Show, MLB Network, and Good Life Project, among others. Whether on stage or in conversation, John’s message is built to feel like it is spoken directly to you. 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. 556aWP – 2026.08
• 
  The Price of Becoming: Why Excellence Never Arrives with Ryan Hawk (Ep. 19) 30.07.2026 32dk

  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. Inspired to discuss this topic further? Contact us now to start a conversation: https://tfowealth.com/contact-us/   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:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners   Learn More About Ryan: and the Learning Leader: Website: 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
• 
  The Letter That Changes Everything: The Legacy Letter with Blake Brewer (Ep. 18) 08.07.2026 14dk

  What if the most powerful thing you could give your family had nothing to do with money? In this episode, Brady sits down with Blake Brewer, founder of the Legacy Letter, to explore one of the most personal and transformative conversations we have had on this show. Blake’s story begins with tragedy and ends with a mission that has already touched thousands of families. At 19 years old, Blake lost his father in a drowning accident while on a family vacation. Hours later, his mother handed him a letter his dad had written and planned to give him on that very trip. That letter changed the trajectory of Blake’s grief, his faith, and ultimately his entire career. Today Blake is on a mission to help one million parents write a meaningful, lasting letter to the people they love most. Key Takeaways: A parent’s written words can anchor a child through grief in ways nothing else can. The Legacy Letter follows a proven structure: intro, apology, love, pride, belief, advice, and closing. The apology section is the hardest part and the most important. Own it without blame. Your children are telling themselves a story about how much you love them. It may not match yours. This letter is not about death. It is about pouring into your family right now. Done is better than perfect. Sooner is always better than later. TFO is hosting a virtual Legacy Letter event with Blake on September 24th. Contact us through the show notes to join. Chapters: 0:30 Today’s Guest & Topic 1:35 The Day Everything Changed 5:00 Underwater and Out of Options 6:40 The Letter That Saved Him 9:08 Pain Into Purpose 11:51 The Power of Time 14:28 A Blank Sheet of Paper 16:07 What is a Legacy Letter? 20:11 When and How to Deliver It 21:40 The Daughter Who Didn’t Know 24:48 Mistakes People Make 26:36 Don’t Wait Another Day Want to write your Legacy Letter with Blake Brewer? Join us for a virtual workshop on September 24th. Sign-up here to receive a link to register once it opens up: https://tdcforms.wufoo.com/forms/interested-in-attending-our-legacy-letter-workshop/ About Our Guest, Blake Brewer: Blake Brewer is the founder of the Legacy Letter and the Legacy Letter Challenge. His mission grew directly out of one of the most devastating moments of his life. At 19, Blake lost his father in a drowning accident during a family vacation in Hawaii. Hours after the tragedy, his mother found a letter his father had written and planned to deliver on that trip. That letter shaped how Blake grieved, how he healed, and ultimately how he chose to live. After spending years mentoring college students and witnessing the impact his father’s words continued to have on his own life, Blake developed a structured process to help other parents write meaningful letters to their children. He has since guided thousands of families through the experience and is working toward his goal of helping one million moms and dads put their most important words on paper. Blake has been featured on The Today Show, The Mike Huckabee Show, and numerous other platforms. He speaks to groups across the country and works with families at live and virtual events to help them capture their legacy in a form that can be held, read, and passed down for generations. 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. 2026.06 546aWP – 2026.06 Connect with TFO Wealth Partners: High-Net-Worth Wealth Management Firm LinkedIn: Brady Fineske, CFP®: https://www.linkedin.com/in/bradyfineske LinkedIn: TFO Wealth Partners: https://www.linkedin.com/company/tfowealth Facebook: TFO Wealth Partners: https://www.facebook.com/tfowealth/ Instagram: TFO Wealth Partners: https://www.instagram.com/tfowealthpartners/ X: TFO Wealth Partners: https://x.com/tfowealth
• 
  Raising Kids Who Blow Past You: The C4 Framework with Scott Donnell (Ep. 17) 10.06.2026 49dk

  In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with Scott Donnell, founder of Fig and Eagle and author of Value Creation Kids, to unpack the C4 Framework, a proven system for raising connected, courageous, values-driven, and capable kids. Scott shares practical tools for parents and grandparents at every stage, from the Gigs Method and Brain Gigs to the Core Word Method and the family FUMES reward system. If raising kids who blow past you in every way that matters is the goal, this episode is your starting point. Most parents want the same thing. They want kids who are confident, capable, grateful, and grounded. But in a world of smartphones, overscheduled weeks, and the pressure to give our children everything we never had, something quietly goes wrong. The kids we are trying to bless end up entitled. The families we are working so hard to build end up fractured. And we wonder where it all went sideways. Scott Donnell has spent more than a decade sitting with the strongest families in the world, studying what they do differently, and turning those patterns into a framework any family can follow. In this episode, Scott joins Brady to unpack the C4 Framework, a four-pillar system built around Connection, Courage, Core Values, and Capability. Whether you have young kids at home, teenagers pushing every boundary, or adult children you are still trying to reach, this conversation is full of practical tools you can put to work today. The Top Takeaways from this Episode:  The number one secret of the world’s best families is simple. They take time to work on their family, not just be in it. Stop solving their problems. Life is the greatest teacher. Every time you step in, you step in the way. Your job is not to give your kids everything you never had. It is to teach them everything you never knew. Legacy is a recipe book, not a lottery ticket. The strongest families work a proven system and stop leaving their future to chance About Our Guest, Scott Donnell: Scott Donnell is a visionary entrepreneur who has dedicated his life to helping build stronger families. He is the founder of 10 companies, serving 10 million customers across education, finance, biotech, and coaching. As a bestselling author and speaker, his content has reached more than 200 million families worldwide. Scott is the founder of Fig and Eagle, a family coaching brand focused on teaching the secrets of the world’s strongest families. He is also the founder of the Clapham Accelerator, an organization of technologists and innovators using technology to fight human trafficking. Scott has been featured in Bloomberg, Fox, NBC, The Wall Street Reporter, and the Entrepreneur Franchise 500. He lives in Phoenix with his wife Amy and their four kids. Button: Learn More About Scott Donnell 544bWP – 2026.06 Advisory services provided by TFO Wealth Partners, LLC. This is being provided for informational purposes only, does not constitute investment advice. TFO Wealth Partners, LLC does not provide any guarantee, express or implied, that the information presented is accurate or timely, and does not contain inadvertent technical or factual inaccuracies. 
• 
  Your Home Is The New Cyber Battleground: Protecting Your Family in a Digital World with Dr. Chris Pierson (Ep. 16) 21.05.2026 32dk

  In this episode of the Wealth and Purpose Podcast, Brady Fineske speaks with Dr. Chris Pierson, founder and CEO of BlackCloak, about why successful families have become the most targeted group in cybercrime and what you can do about it. From AI-powered voice clones to hacked Gmail accounts that unlock an entire financial life, Dr. Pierson reveals the threats hiding in plain sight and offers practical, immediate steps to protect yourself and the people you love. What does cybersecurity have to do with wealth? As it turns out, everything. In this eye-opening conversation, Brady Fineske sits down with Dr. Chris Pierson, founder and CEO of BlackCloak, to explore why high-net-worth individuals and their families have become the most attractive targets for cybercriminals and nation-state hackers. The threats are not abstract. They are happening in your email inbox, on your children’s devices, in your aging parents’ phone calls, and increasingly, at your front door. Dr. Pierson brings 25 years of cybersecurity expertise to a conversation that is equal parts alarming and actionable. From kidnap-and-ransom schemes that started with a hacked Gmail account, to AI-generated voice clones targeting elderly parents, this episode connects the dots between your digital life and your physical safety. More importantly, it gives you a clear-eyed framework for protecting yourself, your family, and your legacy before something goes wrong. Key Takeaways: High-net-worth families are deliberately targeted because the financial upside rivals hacking entire corporations, with far less security standing in the way. Your home network and personal email account are the number one entry points for cyber attacks, not your company’s systems. Children’s large digital footprints and lack of cybersecurity training make them an easy and frequently exploited soft target. Elderly parents are especially vulnerable to phone-based scams built on publicly available personal information and scripted confidence schemes. The three steps to protect against scams are issue spotting through education, slowing down time, and having a trusted guide who can interrupt the panic cycle. A free credit freeze on Experian, Equifax, and TransUnion remains one of the most effective, underused tools available to anyone. AI has dramatically accelerated cyberattacks, enabling criminals to target thousands of individuals daily using deep fakes, voice cloning, and automated reconnaissance. Connect with TFO Wealth Partners:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners Learn More About Dr. Chris Pierson & BlackCloak: Website: Chris Pierson Website: BlackCloak About Our Guest, Dr. Chris Pierson:  Dr. Chris Pierson is the Founder and CEO of BlackCloak, the company behind the first Digital Executive Protection Platform. Over a 25-year career in cybersecurity and privacy, Chris has served on the Department of Homeland Security’s Privacy Committee and Cybersecurity Subcommittee, held leadership roles as Chief Privacy Officer for the Royal Bank of Scotland, and served as President of the FBI’s Arizona InfraGard chapter. Prior to BlackCloak, Chris was a founding executive and General Counsel at Viewpost and began his career as a corporate attorney establishing a cybersecurity practice for companies that had been hacked or experienced data breaches. He is a globally recognized keynote speaker and a Distinguished Fellow of the Ponemon Institute. 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. 539aWP – 2026.05
• 
  The Paradox of Success: Why Getting What You Want Isn’t Enough with Dr. Rick Eigenbrod (Ep. 15) 06.05.2026 54dk

  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:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners Learn More About Dr. Rick Eigenbrod: Website: 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
• 
  Tuning Out Market Noise: Gerard O’Reilly on Discipline, AI, and Smarter Investing (Ep. 14) 15.04.2026 23dk

  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:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners Learn More About Gerard O’Reilly & Dimensional: Website: Gerard O’Reilly Website: Dimensional Fund Advisors 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
• 
  The Psychology of Money and the Art of Spending Money with Morgan Housel (Ep. 13) 24.03.2026 29dk

  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: The Psychology of Money by Morgan Housel The Art of Spending Money by Morgan Housel  Connect with TFO Wealth Partners:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners Connect with Morgan Housel:  LinkedIn: Morgan Housel Website: 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  
• 
  Travel Done Well: Creating Memory Dividends with Janet Semenova (Ep. 12) 10.03.2026 23dk

  What if your next family trip could become one of the stories your children tell for the rest of their lives? How do you turn a vacation into something that actually brings people closer together? In this episode, Brady Fineske sits down with Janet Semenova, Co-Founder of Boutique Travel Advisors, to explore how intentional travel can create lasting family memories and become one of the most meaningful investments families can make. Janet shares how to build a travel roadmap aligned with life stage, how to keep family trips from becoming stress-filled checklists, and why the best moments often come from the unexpected. She also covers practical tips on planning ahead, logistics, and bucket list destinations trending in 2026. Janet discusses: How to align travel with each family member’s must-haves so everyone feels heard and invested in the trip Why having greater wealth means slowing down, not packing more into your schedule How to create a 2 to 5 year travel roadmap that accounts for financial and physical considerations Why embracing the hero’s journey, including misadventures, leads to the memories that last longest Top bucket list destinations for 2026, from Japan and Italy to Iceland and Antarctica And more! Connect with TFO Wealth Partners:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners Connect with Janet Semenova:  LinkedIn: Janet Semenova Website: Boutique Travel Advisors About Our Guest:  Janet Semenova is the Co-Founder of Boutique Travel Advisors, where she designs intentional travel experiences for families and couples who want more than a typical vacation. She specializes in helping clients align their travel plans with their life stage, values, and long-term goals, creating meaningful moments that become lasting family stories. With a thoughtful and highly personalized approach, Janet guides clients through everything from multi-generational trips to retirement travel roadmaps, blending logistics, cultural depth, and connection into every journey.   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.  505aWP – 2026.03
• 
  Mastering Life Transitions: From Setbacks to Purpose-Driven Living with Bruce Feiler (Ep. 11) 24.02.2026 29dk

  What happens when life doesn’t go according to plan?  Join Brady Fineske as he sits down with seven-time New York Times bestselling author Bruce Feiler to explore what he calls “lifequakes,” those unexpected, often unwelcome transitions that shake up everything we thought we knew. Bruce opens up about his own journey through cancer, financial collapse, and family crisis, and how those experiences led him to collect 500 stories of transition, acceptance, and transformation from Americans of all walks of life. Together, they uncover why the myth of a “linear life” is outdated and how embracing our non-linear realities can unlock a more purposeful path forward. Whether you’re navigating retirement, selling a business, or redefining your role in your family, this conversation offers a blueprint for turning chaos into clarity. What to expect: The myth of midlife crises and the truth about life transitions Voluntary vs. involuntary lifequakes and why both matter How to find meaning in the messy middle of change The ABCs of purpose: Agency, Belonging, and Cause And more! Resources: Fill out this form for a copy of Bruce’s book “Life Is In The Transitions.”  Life is in the Transitions: Mastering Change at Any Age by Bruce Feiler Connect with TFO Wealth Partners:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners Connect with Bruce Feiler:  Website: Bruce Feiler LinkedIn: Bruce Feiler About Our Guest:  Bruce Feiler is one of America’s most thoughtful voices on contemporary life. He is the author of seven New York Times bestsellers, including LIFE IS IN THE TRANSITIONS, THE SECRETS OF HAPPY FAMILIES, and COUNCIL OF DADS. Bruce’s three TED Talks have been viewed more than four million times, and he teaches the TED Course “How to Master Life Transitions.” Employing a firsthand approach to his work, Bruce is known for living the experiences he writes about. His work combines timeless wisdom with timely knowledge turned into practical, positive messages that allow people to live with more meaning, passion, and joy. His new book, THE SEARCH: Finding Meaningful Work in a Post-Career World, is a bold new roadmap for finding meaning and purpose at work, based on insights drawn from hundreds of life stories of Americans from all backgrounds and vocations.   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.  499aWP – 2026.02
• 
  Why Your Estate Plan Deserves a Second Look with Donald Scott (Ep. 10) 12.02.2026 17dk

  Most people spend thousands creating an estate plan, only to hide it in a drawer and never talk about it again. But what if the most powerful part of your plan isn’t the documents? It’s the conversations that come after. In this episode, Brady Fineske, CFP®, welcomes Donald Scott, Director of Estate Planning at TFO … Read More Read More
• 
  Beyond the Headlines: 2025 Market Review and Key Investment Reminders for 2026 with Matt Sheridan (Ep. 9) 29.01.2026 36dk

  Market volatility can feel overwhelming, but understanding what drives long-term returns helps investors stay the course through uncertainty. How do you separate noise from signal when headlines dominate the news cycle? What principles should guide your investment decisions as you head into a new year? In this episode, host Brady Fineske speaks with Matt Sheridan, … Read More Read More
• 
  Raising Resilient Heirs: John Cunningham on Teaching the “Four R” Framework (Ep. 8) 13.01.2026 25dk

  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., … Read More Read More
• 
  How to Build the Integrated Wealth Team Your Family Deserves with Chris Erblich (Ep. 7) 10.12.2025 38dk

  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 … Read More Read More
• 
  The Seven Disciplines of Families Who Pass on More Than Money with David York (Ep. 6) 18.11.2025 25dk

  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 … Read More Read More
• 
  Leading with Trust: Major General Malcolm Frost on Values, Legacy, and Family Leadership (Ep. 5) 22.10.2025 22dk

  What can a retired Army Major General teach us about leadership in business, family, and legacy? The answer might surprise you. In this episode, TFO Wealth Partners President Brady Fineske sits down with Retired U.S. Army Major General Malcolm Frost, whose 31-year career included commanding roles in Bosnia, Afghanistan, and Iraq, as well as leading … Read More Read More
• 
  Trustee Secrets with Donald Scott: Avoiding Family Conflict and Protecting Generational Wealth (Ep. 4) 16.09.2025 17dk

  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 … Read More Read More
• 
  Building Resilient Families with Bruce Feiler: Adapting, Communicating, and Creating Positive Memories (Ep. 3) 02.09.2025 35dk

  When your family gathers, what topics do you discuss, and what do you avoid? In this deeply human episode, host Brady Fineske, CFP®, sits down with seven-time New York Times bestselling author and family strategist Bruce Feiler to explore the surprising truths behind what helps empower families to thrive. Bruce shares powerful lessons from his … Read More Read More
• 
  What Is The Wealth For? Chris Erblich on Powerful Lessons From Families Who Got It Right (Ep. 2) 19.08.2025 24dk

  Many families focus on growing wealth and minimizing estate taxes. But the bigger risk? Falling into the same trap 90% of successful families do by losing the wealth within three generations due to a lack of shared values and meaning. In this episode, Brady Fineske, CFP®, speaks with Chris Erblich, CEO of TFO Wealth Partners … Read More Read More
• 
  Connecting Wealth and Purpose: On a Mission to Help Families Thrive with Brady Fineske (Ep. 1) 19.08.2025 15dk

  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 … Read More Read More