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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 something greater. From growing up with a hardworking single mother to navigating unimaginable loss with his own son’s illness, he opens up about the values that define his mission.

Alongside co-host Jim Herrick, CFP®, they unpack why 75% of heirs feel unprepared to inherit wealth and what families can do about it now

What to expect:

  • Why silence costs more than taxes when it comes to family planning
  • The emotional gap in traditional wealth management
  • A surprising stat about generational wealth loss
  • The real reason Brady launched this show
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More About Our Host – Brady Fineske

Brady has served as a trusted adviser to helping individuals, families, and closely-held business owners for more than 20 years. His passion for helping high-net-worth families connect their wealth and purpose through the integration of investment, tax, financial planning, estate planning, and charitable planning is evident in each meeting. In his role as President and Family Wealth Strategist at TFO Wealth Partners, Brady brings a disciplined approach to ensuring his clients’ long-term focus is at the forefront of every conversation and enjoys empowering his client families to identify the purpose for their wealth and develop custom strategies designed to help achieve that purpose.

Prior to joining the TFO Wealth Partners team in 2011, Brady spent 10 years as an investment adviser with Savage and Associates. Today, as President of our firm and lead strategist, Brady leads the long-term vision of TFO Wealth Partners and is also a member of both the firm’s executive and investment committees.

Brady and his wife, Katie, share six children and reside in Monclova, Ohio where they are active in their parish. Brady also started Catching Up with Jack, an annual event to remember his son, Jack, and raise money for pediatric cancer research and help local families. Established in 2016, Catching Up With Jack has raised over $1,200,000 to help researchers and institutions find a pediatric cancer cure.

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