The Wealth and Purpose Podcast

Brady Fineske

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.

  1. 1 day ago

    Stay Calm: The Science of Investing Through Uncertainty with David Booth (Ep. 22)

    Inspired to discuss this topic further? Contact us now to start a conversation: https://tfowealth.com/contact-us/   What does it take to stay calm when markets drop, headlines scream, and everyone insists this time is different? In this episode of the Wealth and Purpose Podcast, Brady Fineske sits down with David Booth, founder of Dimensional Fund Advisors and author of the new book Stay Calm: Learn to Embrace Uncertainty in Investing and Life. David shares how a commissioned job selling shoes in Kansas shaped his values, and how working alongside some of the greatest minds in modern finance changed the way the world invests. This conversation goes beyond portfolios. David explains why uncertainty is a source of opportunity, why human ingenuity is the engine behind market returns, and why his parents were wealthy even though they never had much money. Whether you are a seasoned investor or someone who has always felt like an outsider to the markets, this episode offers a hopeful, science-based way to think about investing and about life. Key Takeaways: Selling shoes taught David to only sell what truly fits the customer. Stocks have returned about 10% a year across roughly a century of history. The importance of maintaining a long-term perspective during market declines. Uncertainty is not the enemy. It is a source of opportunity. Every generation believes this time is different. History tells another story. A belief in human ingenuity is a belief in public markets. True wealth is family and happiness, not the size of a portfolio. Interested in a copy of David’s book “Stay Calm”? If you live in the United States, we have limited copies available. Simply subscribe to our channel and fill out the form using the link below and we will send you a copy while supplies last. https://tdcforms.wufoo.com/forms/get-a-copy-of-david-booths-book/ Chapters:  0:00 Meet the Trillion Dollar Pioneer 1:55 Lessons From a Kansas Shoe Store 6:14 Why Write Stay Calm Now 10:35 Uncertainty Creates Opportunities 13:12 Is This Time Really Different? 15:49 AI and Science Based Hope 18:23 What True Wealth Really Means 22:17 Still Compounding at Every Stage 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 David and his story/mission: David’s New Book – Stay Calm More About David Booth About Our Guest, David Booth:  David Booth is Chairman of Dimensional Fund Advisors, a firm he founded in 1981 in the spare room of his Brooklyn brownstone apartment. Under his leadership, Dimensional has grown into a global investment manager with more than 1,600 employees and $1.08 trillion in assets under management as of September 30th, 2026. David led the firm as CEO and later Co-CEO until 2017 and remains closely involved in strategic initiatives, particularly investor education. A trailblazer in the financial world, David helped create one of the world’s first index funds in the 1970s and launched the first passively managed small company strategy in the early 1980s. Working closely with renowned academics, he pioneered what would later be called factor investing. In September 2026, he published Stay Calm: Learn to Embrace Uncertainty in Investing and Life, sharing the stories and lessons behind building true wealth. 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. 576aWP – 2026.10

  2. 3 Oct

    Women, Wealth & What Comes Next: Rethinking the Great Wealth Transfer with January Donovan (Ep. 21)

    Inspired to discuss this topic further? Contact us now to start a conversation: https://tfowealth.com/contact-us/   Up to $120 Trillion is expected to change hands in America over the next two decades, and much of it will pass first to widows and daughters. Most families spend years preparing the wealth. Far fewer spend time preparing the people who will receive it. In this episode, Brady Fineske and co-host Stephanie Smith-Tremoulis, Family Wealth Strategist at TFO, sit down with January Donovan to ask a simple question: what if we are preparing the wealth for them, but not preparing them for the wealth? January is the founder of The Woman School, a mother of eight, and a leading voice on human formation. She explains why information alone never changes a life, and why formation does. She walks through the eight arenas of an integrated life. She also shares practical guidance for four seasons of a woman’s life: the 16 year old daughter, the 30 year old building a family, the capable woman caught in the middle, and the woman in her legacy years. This conversation is for any parent, grandparent, or leader who wants the next generation to flourish, not just inherit. Key Takeaways: Families often prepare the wealth but neglect preparing the people who receive it. Information tells you what to do. Formation trains you to actually do it. A well-formed woman knows her worth is not tied to money or appearance. Eight life arenas give women a shared language to find where life feels off. Balance is not the goal. Paying attention to every arena in each season is. Capable women must learn to say no to the good to say yes to the great. Generational flourishing can only come from generational formation. Chapters:  0:00 Preparing Heirs, Not Just Wealth 3:49 Information Is Not Formation 7:32 The Eight Arenas of Life 12:52 Forming a 16 Year Old Daughter 16:14 Don’t Let Your Thirties Blur 18:17 Capable Doesn’t Mean Called to Carry 22:36 Your Wounds Are a Compass 25:47 The Best Gift for Your Heirs 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 January and her story/mission: Website: January Donovan The Woman School Institute About Our Guest, January Donovan:  January Donovan is the founder of The Woman School, a #1 bestselling author, entrepreneur, wife, and mother of eight. The Woman School is a mindset and skillset training school for women, and it grew into a multimillion dollar company reaching 40 countries in under three years, earning her recognition as one of Forbes Magazine’s top coaches.  She studied Theology and Philosophy and spent four years working for a Congressman on Capitol Hill, where she focused on women’s issues. She brings more than 25 years of experience coaching women and is the author of “Redefine Success for Women” and “This Is the Me I Choose to Be.” January’s work centers on helping women develop the mindset, skills, and formation needed to live an integrated and flourishing life.  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. 571aWP – 2026.09

  3. 20 Aug

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

    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

  4. 30 Jul

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

    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

  5. 8 Jul

    The Letter That Changes Everything: The Legacy Letter with Blake Brewer (Ep. 18)

    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

  6. 10 Jun

    Raising Kids Who Blow Past You: The C4 Framework with Scott Donnell (Ep. 17)

    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.

  7. 21 May

    Your Home Is The New Cyber Battleground: Protecting Your Family in a Digital World with Dr. Chris Pierson (Ep. 16)

    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

  8. 6 May

    The Paradox of Success: Why Getting What You Want Isn’t Enough with Dr. Rick Eigenbrod (Ep. 15)

    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

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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.

Information

  • Creator
    Brady Fineske
  • Years Active
    2025 - 2026
  • Episodes
    23
  • Rating
    Clean
  • Copyright
    Copyright ©️ The Wealth and Purpose Podcast 2025
  • Show Website
    The Wealth and Purpose Podcast

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