Its easy to underestimate the role of a trustee until youre wearing the hat yourself. On this episode of The Wealth and Purpose Podcast, host Brady Fineske, CFP, welcomes Donald Scott, VP & Directo

When your family gathers, what topics do you discuss, and what do you avoid? In this deeply human episode, host Brady Fineske, CFP, sits down with seven-time New York Times bestselling author and fam

Many families focus on growing wealth and minimizing estate taxes. But the bigger risk? Falling into the same trap 90% of successful families do by losing the wealth within three generations due to a

Brady Fineske, CFP, didnt 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 ulti

The Wealth and Purpose Podcast helps families thrive by connecting what theyve worked so hard for to what matters most. Designed for busy families and business owners, each engaging and thoughtfully