The Wealth and Purpose Podcast

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...

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 an...

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 practi...

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...

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 bu...

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 sh...

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 meani...

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...

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 Wealth Partners and Director and Vice President of TFO Trust Company. T...

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, CFP®, CPM, Chief Investment Offic...

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., about helping families build resilience...

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...

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 s...

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 Army public affairs and training the next generat...

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 d...

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 own life and 15 years of research, revealing that grea...

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 and Partner at Husch Blackwell, who shares powerful, real-life stories th...

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 sing...

The Wealth and Purpose Podcast helps families thrive by connecting what they’ve worked so hard for to what matters most.  Designed for busy families and business owners, each engaging and thoughtfully paced episode delivers meaningful insights you can put to use right away.  Join host Brady Fineske—author, speaker, and President of TFO Wealth Partners—as he shares interviews with industry leaders,...