The Wealth and Purpose Podcast

Inspired to discuss this topic further? Contact us now to start a conversation: https://tfowealth.com/contact-us/   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: Selling shoes taught David to only sell what truly fits the customer. Stocks have returned about 10% a year across roughly a century of history. The importance of maintaining a long-term perspective during market declines. Uncertainty is not the enemy. It is a source of opportunity. Every generation believes this time is different. History tells another story. A belief in human ingenuity is a belief in public markets. True wealth is family and happiness, not the size of a portfolio. 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. https://tdcforms.wufoo.com/forms/get-a-copy-of-david-booths-book/ Chapters:  0:00 Meet the Trillion Dollar Pioneer 1:55 Lessons From a Kansas Shoe Store 6:14 Why Write Stay Calm Now 10:35 Uncertainty Creates Opportunities 13:12 Is This Time Really Different? 15:49 AI and Science Based Hope 18:23 What True Wealth Really Means 22:17 Still Compounding at Every Stage Connect with TFO Wealth Partners:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners Learn more about David and his story/mission: David’s New Book – Stay Calm More About David Booth 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

Inspired to discuss this topic further? Contact us now to start a conversation: https://tfowealth.com/contact-us/   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: Families often prepare the wealth but neglect preparing the people who receive it. Information tells you what to do. Formation trains you to actually do it. A well-formed woman knows her worth is not tied to money or appearance. Eight life arenas give women a shared language to find where life feels off. Balance is not the goal. Paying attention to every arena in each season is. Capable women must learn to say no to the good to say yes to the great. Generational flourishing can only come from generational formation. Chapters:  0:00 Preparing Heirs, Not Just Wealth 3:49 Information Is Not Formation 7:32 The Eight Arenas of Life 12:52 Forming a 16 Year Old Daughter 16:14 Don’t Let Your Thirties Blur 18:17 Capable Doesn’t Mean Called to Carry 22:36 Your Wounds Are a Compass 25:47 The Best Gift for Your Heirs Connect with TFO Wealth Partners:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners Learn more about January and her story/mission: Website: January Donovan The Woman School Institute 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. Inspired to discuss this topic further? Contact us now to start a conversation: https://tfowealth.com/contact-us/   Key Takeaways: At age nine, John O’Leary was burned on almost 100 percent of his body. Doctors gave him almost no chance to survive that fire. Family and hospital staff modeled radical, selfless love during his recovery. A janitor and a hospital aide taught him that every job carries dignity. Broadcaster Jack Buck’s small act of kindness changed the course of his life. His books On Fire and In Awe explore living fully, not just surviving. Wonder returns when we stop hiding our scars and greet others with love. 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/ Chapters:  0:00 Meet John O’Leary 1:46 The Fire That Changed Everything 3:52 What His Family Learned That Day 9:07 Two Hospital Heroes: Lavelle and Roy 14:12 Jack Buck’s Promise 19:22 Sixty Baseballs and a Comeback 24:59 Why Success Can Still Feel Empty 32:03 The Scars We Try to Hide 41:38 What He’s In Awe of Today   Connect with TFO Wealth Partners:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners   Learn more about John and his story/mission: Website: John O’Leary 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. 556aWP – 2026.08

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. Inspired to discuss this topic further? Contact us now to start a conversation: https://tfowealth.com/contact-us/   Key Takeaways: Ryan Hawk has interviewed over 650 world class leaders on The Learning Leader Show. The most dangerous mindset for any leader is believing they have arrived. Curiosity is Ryan’s number one way to give and receive love. Jim Collins defines leadership as getting people to want to do what must be done. Consistency and daily rituals matter more than motivation or intensity. Excellence often looks boring from the outside, like a golfer who never misses a fairway. Small daily habits compound into a life of continuous growth. Chapters:  0:00  Meet The Learning Leader 1:18  Why He Started Podcasting 4:11  What Great Leaders Look Like 6:29  The Danger Of Arrival 8:21  The Real Price Of Excellence 11:09  Curiosity As A Love Language 15:04  The Question He Always Asks 18:42  Defining True Leadership 20:58  What Companies Get Wrong 24:37  The Price He Pays Daily 28:42  Why Boring Wins In Golf 30:35  Final Thoughts And A Book Pick   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:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners   Learn More About Ryan: and the Learning Leader: Website: 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. 553aWP – 2026.07

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: A parent’s written words can anchor a child through grief in ways nothing else can. The Legacy Letter follows a proven structure: intro, apology, love, pride, belief, advice, and closing. The apology section is the hardest part and the most important. Own it without blame. Your children are telling themselves a story about how much you love them. It may not match yours. This letter is not about death. It is about pouring into your family right now. Done is better than perfect. Sooner is always better than later. TFO is hosting a virtual Legacy Letter event with Blake on September 24th. Contact us through the show notes to join. Chapters: 0:30 Today’s Guest & Topic 1:35 The Day Everything Changed 5:00 Underwater and Out of Options 6:40 The Letter That Saved Him 9:08 Pain Into Purpose 11:51 The Power of Time 14:28 A Blank Sheet of Paper 16:07 What is a Legacy Letter? 20:11 When and How to Deliver It 21:40 The Daughter Who Didn’t Know 24:48 Mistakes People Make 26:36 Don’t Wait Another Day 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. 2026.06 546aWP – 2026.06 Connect with TFO Wealth Partners: High-Net-Worth Wealth Management Firm LinkedIn: Brady Fineske, CFP®: https://www.linkedin.com/in/bradyfineske LinkedIn: TFO Wealth Partners: https://www.linkedin.com/company/tfowealth Facebook: TFO Wealth Partners: https://www.facebook.com/tfowealth/ Instagram: TFO Wealth Partners: https://www.instagram.com/tfowealthpartners/ X: TFO Wealth Partners: https://x.com/tfowealth