The Wealth and Purpose Podcast

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 📝 [https://s.w.org/images/core/emoji/17.0.2/72x72/1f4dd.png] 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 [https://tfowealth.com/] 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)

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:  1. 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. 2. Stop solving their problems. Life is the greatest teacher. Every time you step in, you step in the way. 3. Your job is not to give your kids everything you never had. It is to teach them everything you never knew. 4. 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 [https://figandeagle.com/about] 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)

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 [https://tfowealth.com/] * 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] * YouTube: TFO Wealth Partners [https://www.youtube.com/@tfowealth] Learn More About Dr. Chris Pierson & BlackCloak: * Website: Chris Pierson [https://blackcloak.io/our-team/dr-chris-pierson/] * Website: BlackCloak [https://blackcloak.io/] 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)

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 [https://tfowealth.com/] * 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] * YouTube: TFO Wealth Partners [https://www.youtube.com/@tfowealth] Learn More About Dr. Rick Eigenbrod: * Website: Dr. Rick Eigenbrod [https://www.rickeigenbrod.com/] 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)

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 [https://tfowealth.com/] * 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] * YouTube: TFO Wealth Partners [https://www.youtube.com/@tfowealth] Learn More About Gerard O’Reilly & Dimensional: * Website: Gerard O’Reilly [https://www.dimensional.com/us-en/bios/gerard-k-oreilly] * Website: Dimensional Fund Advisors [https://www.dimensional.com/us-en/individual] 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