The Wealth and Purpose Podcast

What does it take to stay calm when markets drop, headlines scream, and everyone insists this time is different? In this episode of the Wealth and Purpose Podcast, Brady Fineske sits down with David Booth, founder of Dimensional Fund Advisors and author of the new book Stay Calm: Learn to Embrace Uncertainty in Investing and Life. David shares how a commissioned job selling shoes in Kansas shaped his values, and how working alongside some of the greatest minds in modern finance changed the way the world invests.

This conversation goes beyond portfolios. David explains why uncertainty is a source of opportunity, why human ingenuity is the engine behind market returns, and why his parents were wealthy even though they never had much money. Whether you are a seasoned investor or someone who has always felt like an outsider to the markets, this episode offers a hopeful, science-based way to think about investing and about life.

Key Takeaways:

Interested in a copy of David’s book “Stay Calm”? If you live in the United States, we have limited copies available. Simply subscribe to our channel and fill out the form using the link below and we will send you a copy while supplies last.

Chapters: 

Connect with TFO Wealth Partners: 

Learn more about David and his story/mission:

About Our Guest, David Booth: 

David Booth is Chairman of Dimensional Fund Advisors, a firm he founded in 1981 in the spare room of his Brooklyn brownstone apartment. Under his leadership, Dimensional has grown into a global investment manager with more than 1,600 employees and $1.08 trillion in assets under management as of September 30th, 2026. David led the firm as CEO and later Co-CEO until 2017 and remains closely involved in strategic initiatives, particularly investor education.

A trailblazer in the financial world, David helped create one of the world’s first index funds in the 1970s and launched the first passively managed small company strategy in the early 1980s. Working closely with renowned academics, he pioneered what would later be called factor investing. In September 2026, he published Stay Calm: Learn to Embrace Uncertainty in Investing and Life, sharing the stories and lessons behind building true wealth.

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.

576aWP – 2026.10

Up to $120 Trillion is expected to change hands in America over the next two decades, and much of it will pass first to widows and daughters. Most families spend years preparing the wealth. Far fewer spend time preparing the people who will receive it. In this episode, Brady Fineske and co-host Stephanie Smith-Tremoulis, Family Wealth Strategist at TFO, sit down with January Donovan to ask a simple question: what if we are preparing the wealth for them, but not preparing them for the wealth?

January is the founder of The Woman School, a mother of eight, and a leading voice on human formation. She explains why information alone never changes a life, and why formation does. She walks through the eight arenas of an integrated life. She also shares practical guidance for four seasons of a woman’s life: the 16 year old daughter, the 30 year old building a family, the capable woman caught in the middle, and the woman in her legacy years. This conversation is for any parent, grandparent, or leader who wants the next generation to flourish, not just inherit.

Key Takeaways:

Chapters: 

Connect with TFO Wealth Partners: 

Learn more about January and her story/mission:

About Our Guest, January Donovan: 

January Donovan is the founder of The Woman School, a #1 bestselling author, entrepreneur, wife, and mother of eight. The Woman School is a mindset and skillset training school for women, and it grew into a multimillion dollar company reaching 40 countries in under three years, earning her recognition as one of Forbes Magazine’s top coaches. 

She studied Theology and Philosophy and spent four years working for a Congressman on Capitol Hill, where she focused on women’s issues. She brings more than 25 years of experience coaching women and is the author of “Redefine Success for Women” and “This Is the Me I Choose to Be.”

January’s work centers on helping women develop the mindset, skills, and formation needed to live an integrated and flourishing life. 

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.

571aWP – 2026.09

At nine years old, John O’Leary had third degree burns over 87 percent of his body and no real chance of survival. This is the story of what happened next.

Key Takeaways:

We have limited copies of John’s books, “In Awe” and “On Fire,” to give away to our audience.

If you reside in the United States and would like us to send you a copy of the book, please become a new subscriber to our channel and fill out the form below.

Fill out this form to receive a copy of one of John’s books: https://tdcforms.wufoo.com/forms/get-a-copy-of-one-of-john-olearys-books/

Connect with TFO Wealth Partners: 

Learn more about John and his story/mission:

About Our Guest, John O’Leary: 

In 1987, John O’Leary was a curious nine year old boy. While playing with fire and gasoline, he caused a massive explosion in his home and was burned on 100 percent of his body, with doctors giving him less than a 1 percent chance to live. Through emotional storytelling, unexpected humor, and an authentic spirit, John now reveals what is possible on the other side of tragedy and inspires audiences to transform their lives one action at a time.

John is the two time number one national bestselling author of On Fire and In Awe, and his story has also become the feature film Soul on Fire. He has been featured by USA Today, Fox News, the Dave Ramsey Show, MLB Network, and Good Life Project, among others. Whether on stage or in conversation, John’s message is built to feel like it is spoken directly to you.

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.

Ryan Hawk has interviewed over 650 of the world’s top leaders, and he says the most important thing he has learned from all of them has nothing to do with strategy. It comes down to one word: curiosity.

Key Takeaways:

Chapters: 

We have limited copies of Ryan’s new book “The Price of Becoming” to give away to our audience. If you reside in the United States and would like us to send you a copy of the book, please become a new subscriber to our channel and fill out the form below. Fill out this form to receive your copy of “The Price of Becoming”: https://tdcforms.wufoo.com/forms/get-a-copy-of-ryan-hawks-book/

Connect with TFO Wealth Partners: 

Learn More About Ryan: and the Learning Leader:

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

About Our Guest, Ryan Hawk: 

For the past decade, Ryan Hawk has interviewed more than 650 of the world’s most influential leaders, including Jim Collins, Simon Sinek, Adam Grant, Tony Robbins, James Clear, Jocko Willink, and JJ Redick, on The Learning Leader Show, an Apple Podcasts Best Seller for four years running and one of the top ranked business podcasts in the world.

Ryan is a bestselling author and keynote speaker who has worked with organizations including Salesforce, LinkedIn, Microsoft, and Dell. His books include Welcome to Management, The Pursuit of Excellence, and The Score That Matters, and his newest release, The Price of Becoming, explores how small, consistent choices compound into a life of continuous growth.

A former college quarterback and twelve year corporate sales leader, Ryan now spends his time studying excellence, working with leadership teams, and preparing for his next conversation on The Learning Leader Show.

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.

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:

Chapters:

0:30 Today’s Guest & Topic

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.

Connect with TFO Wealth Partners:

High-Net-Worth Wealth Management Firm

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: 

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

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. 

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:

Connect with TFO Wealth Partners: 

Learn More About Dr. Chris Pierson & BlackCloak:

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.

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.

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:

Connect with TFO Wealth Partners: 

Learn More About Dr. Rick Eigenbrod:

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.

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:

Connect with TFO Wealth Partners: 

Learn More About Gerard O’Reilly & Dimensional:

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

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:

Resources:

Connect with TFO Wealth Partners: 

Connect with Morgan Housel: 

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