Tag: Financial Parenting
When Family Wealth Becomes a Family Conversation with Mark Shiller (Ep. 20)

When Family Wealth Becomes a Family Conversation with Mark Shiller (Ep. 20)

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What if the biggest risk to your family’s wealth isn’t the money, but the silence around it? The conversations that never happen, the assumptions that go unspoken, the lessons we hope our kids just “pick up” along the way.

In this episode, Joline Godfrey sits down with estate planning attorney and author Mark Shiller to explore a question many families quietly carry: how do you support your children financially without unintentionally holding them back? Together, they dig into what it really means to prepare the next generation, not just financially, but as thoughtful, capable humans.

Joline and Mark discuss:

  • Why families often come in for technical help, but what they really care about is how money impacts the people they love
  • The growing shift over the past 5 to 10 years, with more families opening up conversations that once felt off-limits
  • Why parents and grandparents cannot outsource these conversations, and need to take an active role in guiding their children
  • A powerful metaphor of the apple tree, reframing legacy as something that grows and continues, not just something that is consumed
  • And more

Resources:

Connect with Joline Godfrey:

Connect with Mark Shiller:

About our Guest: 

Mark works with individuals, couples, and families in connection with their estate, tax, and business planning. His clients are typically business owners, professionals, and senior executives who appreciate his thoughtful and creative approaches to their often complicated personal, tax, and financial planning challenges.

Mark has been quoted in such publications as Smart Money and Worth and has been a frequent speaker on estate planning topics. He is a Fellow of the American College of Trusts and Estates Counsel, former Chair of the Board of Governors of the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin, Past President of the Milwaukee Estate Planning Forum, and Past Chair of the Estate and Trust Law Section of the Milwaukee Bar Association. Mark also served as an adjunct professor at the University of Wisconsin Law School for four years, teaching a course on estate and business planning for a privately held enterprise.

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Teaching Kids Money, Values, and Opportunity with Earl Walton (Ep. 17)

Teaching Kids Money, Values, and Opportunity with Earl Walton (Ep. 17)

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Money lessons often start later than they should, yet children are absorbing messages about wealth, work, and values long before adulthood.

How can families and schools work together to help kids think critically about money, opportunity, and responsibility?

In this episode, Joline Godfrey speaks with Earl Walton, Director of the Ross Roeder Institute at Shorecrest Preparatory School, about how financial education and financial parenting can reinforce each other. They explore how early exposure to money concepts helps children develop confidence and curiosity. The conversation also touches on expanding career awareness, building ethical decision-making around wealth, and creating programs that grow with students from kindergarten through high school.

Key takeaways from the conversation:

  • Why financial literacy programs work best when they evolve with students from early childhood through high school
  • How parents and schools together create stronger financial understanding and practical life skills
  • Why repeated exposure to money concepts builds confidence and curiosity in young learners
  • How expanding career awareness helps students see opportunities beyond familiar professions
  • Why ethics, responsibility, and values should be part of every conversation about money
  • And more!

Resources:

Connect with Joline Godfrey:

Connect with Earl Walton:

About our Guest: 

Earl Walton is the Director of the Ross Reader Institute at Shorecrest Preparatory School, where he leads a K–12 program focused on financial literacy, economics, and entrepreneurship. Drawing on his background in business and entrepreneurship, Earl helps students develop practical life skills that prepare them to actively participate in their financial future. His work centers on building a curriculum that grows with students over time, introducing core money concepts early and reinforcing them through real projects, critical thinking, and exposure to a wide range of career paths.

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Empowering Families: The Stages of Financial Education (Ep. 3)

Empowering Families: The Stages of Financial Education (Ep. 3)

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Unlock your family’s financial potential! 

Discover how to transform everyday moments into powerful lessons in financial literacy. Are you making the most of your child’s learning potential?

In this episode, Joline Godfrey and Amber Slattery discuss the different stages of financial education, emphasizing that it’s a lifelong process. 

They highlight the importance of financial parenting and integrating financial lessons with a family’s values. The discussion also covers how to effectively teach children about money at different ages.

Joline and Amber:

  • How financial education should be tailored to developmental stages, not just chronological age
  • The concept of financial parenting, highlighting the importance of parents being mindful of the habits and values they pass on to their children
  • The significance of starting financial education early, even as young as 18 months, and using “teachable moments” to instill financial language and values
  • The need for consistency in financial messaging from parents and the impact of these messages on children as they grow
  • That financial capability includes intellectual, social, and human capital, in addition to money
  • And more!

Resources:

Connect with Joline Godfrey:

Connect with Amber J. Slattery:

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