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
- And more!
Resources:
Connect with Joline Godfrey:
Connect with Jonathan Treussard:
About our Guest:
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.
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