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:

• Get your copy of Raising Financially Fit Kids!

Connect with Joline Godfrey:

• Bounce 10
• LinkedIn: Joline Godfrey
• Joline@bounce-10.com

Connect with Earl Walton:

• LinkedIn: Earl Walton
• Website: Shorecrest Preparatory School
• ewalton@shorehttps://www.linkedin.com/in/earlwalton/crest.org

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.

Parents often wrestle with one universal question: “Will my kids be okay?”

This episode uncovers how that loving concern connects deeply with emotions, family values, and the power of community.

In this episode, Joline Godfrey speaks with Christi Rae, host of The Great Canadian Piggybank podcast, about helping parents build confidence around money conversations. Christi shares how her journey from gaming to financial education led her to foster community, balance technology with nature, and encourage families to talk openly about money.

Key takeaways:

• The universal parental worry about children’s financial future and why it stems from love
• Helping parents feel comfortable admitting what they don’t know about finances
• The importance of community and connection in learning about money together
• How financial literacy is tied to emotion, family values, and resilience
• Christi’s transition from gaming to creating The Great Canadian Piggybank and East Van Seeds to spread joy and community
• And more!

Resources:

• Get your copy of Raising Financially Fit Kids!

Connect with Joline Godfrey:

• Bounce 10
• LinkedIn: Joline Godfrey
• Joline@bounce-10.com

Connect with Christi Rae:

• LinkedIn: Christi Rae
• Website: East Van Seeds
• Podcast: Great Canadian Piggybank

About our Guest:

Christi Rae is the creator and host of The Great Canadian Piggybank, a podcast that helps parents feel more confident about teaching their kids money skills within a Canadian context. With over two decades of experience in the gaming industry, leading major franchises such as Fortnite and Gears of War, Christi brings creativity, empathy, and community-building to everything she does. She is also the founder of East Van Seeds, a community initiative promoting sustainability and connection through shared gardening resources.

Collecting is more than a hobby.

It’s a bridge between generations, a tool for financial learning, and a way to preserve family stories.

In this episode, Joline Godfrey welcomes Douglas Dreier, founder of The Collection Connection, to discuss how collecting ties memory, history, and financial skills together. From comic books to baseball cards, collecting not only nurtures curiosity but also teaches kids valuable life lessons.

Douglas shares:

• How collecting preserves stories and strengthens family bonds
• Why nostalgia drives people to reconnect with childhood joys through objects
• Ways parents can use their child’s interests (like comics or Pokémon) to build bridges
• How collecting teaches financial lessons like bartering, budgeting, and valuing assets
• The role of passion-driven collections in fostering social connection and lifelong learning
• And more!

Resources:

• Get your copy of Raising Financially Fit Kids!

Connect with Joline Godfrey:

• Bounce 10
• LinkedIn: Joline Godfrey
• Joline@bounce-10.com

Connect with Douglas Dreier:

• LinkedIn: Douglas Dreier
• Website: The Collection Connection

About our Guest:

The Collection Connection founder, Douglas Dreier, has spent his entire life cultivating the art and understanding the power of collection. With over 15 years spent managing a private museum dedicated to sharing a wide variety of items and collections, Douglas has amassed a variety of iconic items that not only tell a story but portray a unique aspect of human history.

At the core of Douglas’s mission lies a love for learning and teaching. Before managing his family’s museum, Douglas earned his Master’s Degree in Instructional Design from the University of Maryland, Baltimore College before teaching in low-income areas of Baltimore, Maryland and Albuquerque, New Mexico.

Now, Douglas has ventured into the business and consulting side of collecting with The Collection Connection. His vision is to make a community in which he can share his knowledge of museum ownership, investor relationships, curating exhibits, and understanding historical significance. Douglas seeks to inspire others with his passion for collecting. Be it natural history, documents, books, sports, entertainment, and anything else, Douglas believes such items have the power to excite our imaginations, transform our understanding, and bring us closer together.

Douglas is on the board for the Smithsonian Institute Traveling Exhibition Services (SITES), the Smithsonian Regional Council for Los Angeles, and the Santa Barbara Museum of Natural History.

What happens when families lead with curiosity instead of control?

In this episode, Joline Godfrey is joined by Josh Gentine, founder of Bench Consulting and member of the Sargento Foods family, for a deeply personal and practical conversation.

Together, they explore how healthy communication, intentional leadership, and emotional awareness shape thriving families, especially those managing wealth across generations.

Josh discusses:

• How growing up in a legacy business shaped his view of family expectations and personal autonomy
• Why families struggle with communication, and how business frameworks like personality assessments and family meetings can help
• The tension between stability and innovation in multigenerational families
• How vulnerability from the leading generation fosters trust and growth in younger members
• The importance of preparing families emotionally and structurally for the transfer of generational wealth
• And more

Resources:

• Get your copy of Raising Financially Fit Kids!
• Redefining Fatherhood: Lead Dads and Modern Family Dynamics with Paul Sullivan (Ep. 10)

Connect with Joline Godfrey:

• Bounce 10
• LinkedIn: Joline Godfrey
• Joline@bounce-10.com

Connect with Joshua Gentine:

• Bench Consulting
• LinkedIn: Joshua Gentine
• JGentine@BenchConsulting.com

About our Guest:

Josh Gentine is a coach and family business advisor, helping individuals, entrepreneurs, families, and boards of directors maximize impact. Josh is accredited as a Hogan-Certified coach, Gallup-Certified Strengths coach, and an ICF Certified coach. Josh’s background as an entrepreneur, advisor, corporate board member, and third-generation family business owner gives him a range of perspectives to draw from when advising clients. Josh focuses his time on helping family businesses transition leadership from one generation to the next, coaching family members, entrepreneurs, and senior leaders, and supporting talent strategies across organizations. Josh sits on the board of directors at his family’s company, Sargento Foods, as well as a $700 million ESOP auto dealership group. Additionally, Josh runs family executive round table groups for middle-market and large-cap family-run companies, and he is currently a part-time instructor with UNC Kenan-Flagler Business School’s Family Enterprise Center.

Prior to starting Bench, Josh served as a Manager at Deloitte Consulting, where he focused on mergers & acquisitions as well as co-designing Deloitte Consulting’s global talent operations.

Josh earned his undergraduate degree in Finance from the University of Notre Dame and his MBA from the University of North Carolina, Chapel Hill. Josh returned to Notre Dame following his MBA to study philosophy and theology in the seminary with the intent of becoming a Catholic priest. Josh and his wife, Meredith have two young children, Henry and Juliette, and live in Charlottesville, VA.

What if the most powerful mentor in a child’s life isn’t a parent, but an uncle?

In this episode of Raising Financially Fit Families, Joline Godfrey sits down with Connor Crown, Co-Founder and Managing Partner of Expanse, and uncle to 10, to explore the often-overlooked influence of uncles in multigenerational families. Through stories both heartfelt and hilarious (including a surprise Easter Bunny appearance), Joline and Connor unpack the rich, informal role uncles can play in a child’s development, identity, and understanding of family values.

Joline and Connor explore:

• How uncles become role models, messengers, and mentors
• The balance between being the “fun uncle” and a steady adult presence
• Why storytelling matters and how it becomes a powerful tool for passing down values
• A hilarious Easter Bunny story with a serious life lesson in accountability woven in
• Why making space for these roles can strengthen family connection and legacy
• And more!

Resources:

• Get your copy of Raising Financially Fit Kids!

Connect with Joline Godfrey:

• Bounce 10
• LinkedIn: Joline Godfrey
• Joline@bounce-10.com

Connect with Guest:

• Expanse Venture Partners
• LinkedIn: Connor Crown
• Connor.crown@expansevp.com

About our Guest:

Connor is the Co-Founder and Managing Partner of Expanse, an asset management firm built with a family office perspective. Connor’s upbringing and investment experience instilled in him a profound understanding of the principles behind long-term, organizational growth, which he used as the foundation for building Expanse. Expanse’s venture arm is proud to partner with a diverse portfolio of businesses on the forefront of enabling technologies powering the future of finance, healthcare and commerce including OneHealthGroup, Zocks and Release Recovery.

In addition to his commitment to growing innovative businesses, Connor is deeply passionate about philanthropy and driving positive change. As the Co-Chair of the Gun Violence Prevention Committee at Crown Family Philanthropies, he’s dedicated to making the city of Chicago safer for future generations. With Expanse, Connor actively seeks partnerships with founders dedicated to making a meaningful impact on the world through their products and services. Expanse’s vision extends beyond financial gains, aiming to create a mutually beneficial ecosystem for families and partners with a shared long-term perspective.

Prior to founding Expanse, Connor spent over five years advising global financial services and insurance firms on enhancing B2C operations and client management. He serves in advisory and board roles for multiple early-stage companies, including Hamsa and ThriveNaturalCare. Connor graduated from Duke University with a BA in sociology and a certificate in marketing/management while also being a member of the varsity track team. He continued his education at Northwestern University’s Kellogg School of Management, where he received his MBA with a major in finance and a focus on venture capital. Connor and his wife Alyssa live in Chicago.

Publishing Tags:

Wealth can be a powerful tool, but only if it’s used with intention.

What happens when women stop apologizing for having money and start using it to shape their families, communities, and future generations?

In this episode, Joline Godfrey speaks with Barbara Pierce, founder of Women with Capital®, about how women can move beyond shame, embrace their financial influence, and lead with purpose. They explore how conversations around money, especially within families, can foster stronger values, clarity, and long-term impact.

Barbara discusses:

• How women often feel disconnected from power when not working in paid roles, despite leading through philanthropy, parenting, and investing
• The importance of community in helping women reframe their identity and use money with intention
• How shifting from silence to open conversations can help children understand values and privilege
• The effects of digital culture on kids’ relationships, communication, and financial learning
• The need to include boys and girls equally in financial discussions without making it a zero-sum issue
• And more!

Resources:

• Get your copy of Raising Financially Fit Kids!

Connect with Joline Godfrey:

• Bounce 10
• LinkedIn: Joline Godfrey
• Joline@bounce-10.com

Connect with Barbara Pierce:

• LinkedIn: Barbara Pierce
• Website: Women with Capital®

About our Guest:

Barbara’s mission is to inspire women to become the CEO of their own wealth—and to use that power as a force for meaningful change. She is the founder of Women with Capital®, a private learning community that educates, supports, and mobilizes progressive women to direct their capital in line with their values. In just five years, members have moved over $150 million into new impact investments and philanthropic ventures, with plans to move hundreds of millions more in the coming years.

Her vision is to unite powerful groups of women philanthropists and investors—representing more than $50 billion in net worth—to harness their collective influence and to boldly shape the future by moving private capital toward the world they want to create.

Barbara’s work bridges the worlds of investing and giving, motivating women to align their wealth with their values and take bold action. She has 30 years of experience advising some of the world’s leading philanthropists on funding for climate change, racial and gender justice, and education.

Barbara directs her family’s investments and philanthropy and is a member of the Women Donors Network, the International Women’s Forum, and the REDF Advisory Council. As a values-aligned investor, she is an LP in How Women Invest and Portfolia, and a member of the Asteri Collective.

A Cape Cod native, proud Wellesley alumna, and avid traveler, she lives in Marin County with her husband and teen son.

What if giving was as natural to kids as learning to walk or talk?

This week, Joline Godfrey welcomes Lisa Parker, President and Executive Director at Lawrence Welk Family Foundation and Principal at Family Circle Advisors.

Together, they explore how families can nurture generosity and compassion across generations. From creative family traditions to stories of impactful small gifts, they share practical ways to make giving joyful and meaningful. Lisa also addresses how philanthropy can counter today’s mental health struggles, proving that compassion isn’t just charity, it’s a powerful act of connection.

Lisa discusses:

• How milestones for nurturing generosity can be woven into childhood development
• Volunteerism as a tool for healing anxiety and depression, especially among teens
• A moving story of a $1,000 donation transforming lives in a Cambodian village
• How family giving projects, tailored to kids’ interests, foster both fun and purpose
• The importance of inviting people to the table, whether for business or philanthropy, to build true community
• And more!

Resources:

• Get your copy of Raising Financially Fit Kids!
• The Stories That Bind Us – The New York Times
• Reader, Come Home: The Reading Brain in a Digital World by Maryanne Wolf

Connect with Joline Godfrey:

• Bounce 10
• LinkedIn: Joline Godfrey
• Joline@bounce-10.com

Connect with Lisa Parker:

• LinkedIn: Lisa Parker
• Website: Family Circle Advisors

About our Guest:

Lisa Parker brings 30 years of experience in philanthropy and nonprofit management, to serve philanthropic families raising the next generation of savvy givers. For the past thirteen years she has been the President and Executive Director of the Lawrence Welk Family Foundation, leading the Foundation’s initiative to seed the youth giving movement and creating youth philanthropy programs for the family’s fourth generation.

Lisa is the founder and principal of San Francisco based Family Circle Advisors. This talented team works with philanthropic families by crafting deeply meaningful giving experiences to engage and inspire each generation. With the birth of her own children Lisa embarked on a decade of study into the childhood roots of altruism and compassion resulting in the creation of on-line resources, workshops and other tools to support parents in raising the “Generous Generation ™.”

Lisa is certified by 2164, a division of The Andrea and Charles Bronfman Philanthropies in New York, as a consultant to multi-generational families and has been trained as a legacy advisor by Inspired Legacies. In addition, Lisa serves as an advisor and board member to numerous organizations building and expanding the philanthropic sector. She writes and speaks extensively on raising The Generous Generation ™, youth philanthropy, new models of giving and family philanthropy throughout California, the US and the UK and has been quoted in multiple publications including Town & Country and Alliance Magazine.

After graduating from UCLA, Phi Beta Kappa, Lisa interned with the Council on Foundations in Washington D.C. and went on to become the Los Angeles Program Director of the Community for Education Foundation, a youth empowerment and entrepreneurship program in South Central Los Angeles.