The Wealth and Purpose Podcast

The Wealth and Purpose Podcast

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, compelling stories, and practical strategies to help you grow, manage, and connect your wealth in a way that builds a lasting legacy and a more fulfilled life.

Episodes

November 18, 2025 25 mins
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 …

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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 …

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Mark as Played
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 …

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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 …

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Mark as Played
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 …

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Mark as Played
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 …

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Mark as Played
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 …

Read More Read Mo...

Mark as Played

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