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. Together, they explore how to approach your estate plan with clarity, flexibility, and purpose, whether you're updating an old binder or building a family legacy from scratch.
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September 16th, 2025Brady Fineske is the President of TFO Wealth Partners, where he has dedicated his career to helping successful families and business owners connect their wealth to what matters most. With more than two decades of experience in wealth management, Brady brings a deep understanding of the complexities that come with affluence—whether it’s growing a business, transitioning into retirement, or preparing the next generation for stewardship.
As the host of The Wealth and Purpose Podcast, Brady leads thoughtful conversations with industry leaders, storytellers, and changemakers to uncover practical strategies and timeless wisdom. His goal? To empower listeners with insights they can use to live more fulfilled lives and build lasting legacies—not just financially, but personally and generationally.
Learn More About BradyWherever you prefer to listen, The Wealth & Purpose Podcast is available. Download our episodes on your favorite podcast application today!