Money without meaning leads to a disconnect, and too often, that’s the story of high-net-worth families. In the first episode of The Wealth and Purpose Podcast, Brady Fineske, CFP®, opens up about what truly drives his mission: helping families bridge the gap between financial success and emotional fulfillment.
The Emotional Side of Wealth
Brady’s story isn’t just about managing assets; it’s about navigating life’s hardest seasons with intention. From his humble upbringing to the loss of his young son, Brady’s experiences have taught him one profound truth: wealth must be aligned with values to create a lasting impact.
What Most Families Are Missing
Studies show that 75% of heirs feel unprepared to inherit wealth, and it’s no wonder. Schools don’t teach financial values. Parents often avoid money conversations. And without shared purpose, wealth can create more confusion than clarity.
Legacy Isn’t a Document – It’s a Dialogue
Brady emphasizes that legacy planning should include not just documents and trusts, but also intentional communication. Whether it’s a formal family meeting or a simple dinner table conversation, what matters most is creating shared understanding.
The Why Behind This Podcast
This show was born out of countless client stories, quiet regrets, and a strong desire to help families stay connected across generations. Through expert interviews, lived experience, and practical insights, Brady and his guests aim to inspire change where it matters most.
