The Wealth and Purpose Podcast

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

The Psychology of Money and the Art of Spending Money with Morgan Housel (Ep. 13)

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 [https://www.amazon.com/gp/product/0857197681/ref=as_li_qf_asin_il_tl?ie=UTF8&tag=collfund-20&creative=9325&linkCode=as2&creativeASIN=0857197681&linkId=d46064f5f74177dac8d665e90383b12e] * The Art of Spending Money by Morgan Housel [https://www.amazon.com/exec/obidos/ASIN/0593716620?&linkCode=sl1&tag=ps1522-20&linkId=e75fc97cc313744a966f73f537680253&language=en_US&ref_=as_li_ss_tl]  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] Connect with Morgan Housel:  * LinkedIn: Morgan Housel [https://www.linkedin.com/in/morgan-housel-5b473821/] * Website: Morgan Housel [https://www.morganhousel.com/] 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)

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 [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] Connect with Janet Semenova:  * LinkedIn: Janet Semenova [https://www.linkedin.com/in/janet-semenova-4b447a166/] * Website: Boutique Travel Advisors [https://travelbta.com/] 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