Money is just one piece of the puzzle when it comes to building a fulfilling family life.
How do you teach kids to think beyond dollars and cents? How do you prepare them for a future where wealth includes community, knowledge, and resilience?
In this episode, Joline Godfrey welcomes Jonathan Treussard, Ph.D., founder of Treussard Capital Management, to explore how families can foster financial fluency and a broader understanding of wealth. They talk about engaging kids with money early, embracing complexity, and the value of non-material assets like social and intellectual capital. Jonathan also shares personal stories about parenting his twin daughters and the importance of community in shaping a meaningful life.
Jonathan discusses:
The importance of introducing kids to money early and helping them understand scale, like big numbers and real-world costs
Why embracing complexity and uncertainty is a critical skill for children, especially young women
How viewing life as a “movie” rather than isolated moments helps families make intentional decisions
The role of intellectual, social, and human capital in defining true wealth beyond finances
Practical ways to build community and relationships as foundational assets for resilience
Jonathan Treussard, Ph.D., is the founder of Treussard Capital Management LLC, a registered investment advisor that operates as a fiduciary for its clients. With over two decades of experience at the top of academia, billion-dollar family offices, and global asset management, Jonathan brings an unparalleled background to guide you and your portfolio through complex financial landscapes.
Financial stress affects everyone, regardless of their economic standing.
How can families address stressors from a young age? What is the role of communication and love within a family when facing financial challenges?
In this episode, Joline Godfrey sits down with Jeff Savlov, Founder of Blum & Savlov LLP, to explore the different categories of stressors that families face. They discuss how these stressors may affect family members, from young children to adults, and offer strategies for dealing with them. The conversation emphasizes the importance of open communication, understanding, and utilizing stress as a catalyst for growth.
Key discussions include:
Jeff’s family background and his journey from family business to being a family dynamics expert
Understanding existential stress and its impact on family systems
Strategies for discussing financial decisions with young children and involving them in family financial planning
Tackling self-inflicted financial stress and the importance of open communication in families
The role of parents in reducing adolescent stress and encouraging honest dialogue
Jeff is the Founder of Blum & Savlov, LLP, and consults to business families, legacy wealth families and the advisors who serve them. He brings more than 30 years of unique experience in sales and marketing, business ownership, entrepreneurial endeavors and family dynamics/psychological training, along with a common-sense style, to his consulting work with families. By integrating his diverse business background, extensive academic work and family dynamics/psychological training with his experience working in his family’s commercial printing business, Jeff helps enterprising families to balance family and business/wealth so both will thrive for many generations.
Having participated in his family’s commercial printing business in New York City, Jeff understands firsthand the challenges of balancing the interplay between family and business and the devastation that can befall an otherwise healthy business when this balance is not proactively managed. In the business Jeff’s family owned, a consultant was brought in to work with the family, facilitated a successful reorganization of the business and helped rebuild family relationships. This is one of the primary experiences which motivated Jeff’s career in family business and family wealth consulting.
Jeff holds a Master of Social Work degree from Rutgers University with specializations in group dynamics and family systems theory. He has a post-graduate certification from the Institute for Psychoanalysis and Psychotherapy of New Jersey (now the Center for Psychoanalysis and Psychotherapy of NJ) where he is a member of the faculty.
Jeff received an Advanced Certificate in Family Business Advising from the Family Firm Institute (FFI), Boston, MA where he is recognized with Fellow status. Through membership in FFI, an international organization comprised of family business and family wealth advisors, consultants, educators and researchers, Jeff has access to the latest trends, developments, best practices and research in family business and family wealth consulting. Jeff is the founder of the Princeton Family Business Consultants Group – an interdisciplinary group of professionals serving enterprising families across the U.S. and convening to develop best practices.
In addition, Jeff has consulted on relationship and team dynamics with Fortune 500 companies such as Bristol-Myers Squibb, Johnson & Johnson and Schering Plough. He also devotes a portion of his time to performance enhancement with corporate executives and elite high school athletes.
Money is more than numbers—it’s about confidence, values, and lifelong habits.
How do we prepare kids to make thoughtful financial choices? How can families approach money conversations in a way that builds independence and resilience?
In this episode, Joline Godfrey shares her journey in financial education, explaining how her developmental approach helps children understand wealth beyond just money. She introduces her program, Bounce 10, and discusses how parents, grandparents, and educators can equip kids with essential financial skills.
Joline discusses:
How her background in social work shaped her approach to financial education for children
The challenges families face when introducing financial literacy at an early age
Why financial education should focus on intellectual, social, and human capital—not just money
The role of grandparents in shaping financial habits and values in younger generations
How Bounce 10 uses storytelling, play, and community support to teach financial skills
