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

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

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: * Get your copy of Raising Financially Fit Kids! [https://www.amazon.com/Raising-Financially-Fit-Kids-Revised/dp/1607744082/ref=sr_1_1?crid=27MSV1G6BEQEQ&dib=eyJ2IjoiMSJ9.8AOkuJmKv5IbiYeYklDY7hXlfNka2oHQZgYjC_X5XAX8JhrhEpOE1mFVGzYy6LKeYboMLXdALEezWEuENAj1-wdmvj3oCrbsAWyNzzckv5ymS9VCGRIow4Btnd84NB3xBh47OKgB63ActESBzMqlvWwTYXW1_qTPceG1wMYCtlg_iAuR4rK27N1C67htq8TgqOBXHQC3_54urzA-RUAyk5IQoqV-p5HZicLIK2GoVl0.onSyLTmfnt8S_dk8Ousk5HmAEScW4oyYNrrAF8m8g5E&dib_tag=se&keywords=raising+financially+fit+kids&qid=1735592585&sprefix=raising+financially+fit+kids%2Caps%2C137&sr=8-1] * How Not to Ruin Your Kids With Money by Mark Shiller [https://www.indigo.ca/en-ca/how-to-not-ruin-your-kids-with-money-navigating-the-challenges-of-transitioning-wealth-in-families/9798990032910.html] * Certi Legal Group: https://certilegalgroup.com [https://certilegalgroup.com]  Connect with Joline Godfrey: * Bounce 10 [https://www.bounce-10.com/] * LinkedIn: Joline Godfrey [https://www.linkedin.com/in/joline-godfrey/] * Joline@bounce-10.com [Joline@bounce-10.com] Connect with Mark Shiller: * Website: Mark Shiller [https://markshiller.com/] * LinkedIn: Mark Shiller  [https://www.linkedin.com/in/mshiller/] 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.

Collecting More Than Objects: How Kids Build Identity with Kit Hinrichs (Ep. 19)

What if the “random stuff” your kids collect is actually shaping who they become? In this episode, Joline Godfrey and Kit Hinrichs, founder and Creative Director at Studio Hinrichs, discuss the unexpected power of collecting as a tool for raising curious, confident, and connected kids. Joline and Kit, a renowned designer and lifelong collector, explore how collecting begins in childhood and evolves into a meaningful way to build identity, resilience, and connection. Through stories from Kit’s extensive collection of Americana, including historic flags, toys, and artifacts, they highlight how every object carries history, geography, and personal meaning. Joline and Kit discuss: * Why does collecting often start earlier than parents expect * How collecting builds intellectual, social, and human capital (FISH) * The role of storytelling in helping kids connect to history and values * Why collecting is about meaning, not money * And more! Resources: * Get your copy of Raising Financially Fit Kids! [https://www.amazon.com/Raising-Financially-Fit-Kids-Revised/dp/1607744082/ref=sr_1_1?crid=27MSV1G6BEQEQ&dib=eyJ2IjoiMSJ9.8AOkuJmKv5IbiYeYklDY7hXlfNka2oHQZgYjC_X5XAX8JhrhEpOE1mFVGzYy6LKeYboMLXdALEezWEuENAj1-wdmvj3oCrbsAWyNzzckv5ymS9VCGRIow4Btnd84NB3xBh47OKgB63ActESBzMqlvWwTYXW1_qTPceG1wMYCtlg_iAuR4rK27N1C67htq8TgqOBXHQC3_54urzA-RUAyk5IQoqV-p5HZicLIK2GoVl0.onSyLTmfnt8S_dk8Ousk5HmAEScW4oyYNrrAF8m8g5E&dib_tag=se&keywords=raising+financially+fit+kids&qid=1735592585&sprefix=raising+financially+fit+kids%2Caps%2C137&sr=8-1] * Broad Stripes Bright Stars: A Graphic History Celebrating 250 Years of America’s Icons by Kit Hinrichs [https://a.co/d/09wgkj8P] Connect with Joline Godfrey: * Bounce 10 [https://www.bounce-10.com/] * LinkedIn: Joline Godfrey [https://www.linkedin.com/in/joline-godfrey/] * Joline@bounce-10.com [Joline@bounce-10.com] Connect with Kit Hinrichs: * Studio Hinrichs [https://www.studio-hinrichs.com/] * LinkedIn: Studio Hinrichs [http://linkedin.com/company/studio-hinrichs] * LinkedIn: Kit Hinrichs [https://www.linkedin.com/in/kithinrichs/] About our Guest:  Kit Hinrichs is one of America’s most respected graphic designers and a renowned collector of American flags and historical artifacts. With a career rooted in branding and visual storytelling, Kit has spent decades exploring the intersection of design, history, and culture. His collection spans traditional flags, textiles, folk art, and unique Americana, each piece carrying a story of craftsmanship and national identity. He is also the author of Broad Stripes, Bright Stars [https://a.co/d/09wgkj8P], a graphic history celebrating America’s 250th anniversary.

Innovation, Parenting, and the Future of Financially Fit Families with Jason Wild (Ep. 18)

Families today face a rapidly changing future, where raising resilient and thoughtful children matters more than ever. How can parents prepare kids for a future filled with uncertainty and opportunity? And what role does financial education play in shaping problem-solvers? In this episode, Joline Godfrey speaks with Jason Wild, Co-Founder and CEO of Wild Innovation & Strategy Excellence, Inc., and co-author of Genius at Scale, about applying leadership and innovation principles inside the family. They explore how parents act as “bridgers,” translating financial concepts into everyday lessons children can understand. The conversation highlights the F.I.S.H. framework, the importance of culture and values at home, and why raising adaptable problem-solvers may be the may be one of the most valuable legacies. Jason shares key ideas, including: * Why parents serve as “bridgers,” translating financial ideas into practical lessons children can understand * How the F.I.S.H. framework expands wealth beyond money to include intellectual, social, and human development * Why meaningful parent-child conversations matter more than technology for building financial understanding * The role family culture and values play in raising resilient, adaptable children * Why problem-solving skills will matter more than predicting specific future careers * And more! Resources: * Get your copy of Raising Financially Fit Kids! [https://www.amazon.com/Raising-Financially-Fit-Kids-Revised/dp/1607744082/ref=sr_1_1?crid=27MSV1G6BEQEQ&dib=eyJ2IjoiMSJ9.8AOkuJmKv5IbiYeYklDY7hXlfNka2oHQZgYjC_X5XAX8JhrhEpOE1mFVGzYy6LKeYboMLXdALEezWEuENAj1-wdmvj3oCrbsAWyNzzckv5ymS9VCGRIow4Btnd84NB3xBh47OKgB63ActESBzMqlvWwTYXW1_qTPceG1wMYCtlg_iAuR4rK27N1C67htq8TgqOBXHQC3_54urzA-RUAyk5IQoqV-p5HZicLIK2GoVl0.onSyLTmfnt8S_dk8Ousk5HmAEScW4oyYNrrAF8m8g5E&dib_tag=se&keywords=raising+financially+fit+kids&qid=1735592585&sprefix=raising+financially+fit+kids%2Caps%2C137&sr=8-1] * Genius at Scale: How Great Leaders Drive Innovation by Linda A. Hill, Emily Tedards, and Jason Wild [https://www.amazon.com/Genius-Scale-Great-Leaders-Innovation/dp/1647827507/ref=sr_1_1?dib=eyJ2IjoiMSJ9.aDoVs580HH_mRFHO6xE2Sf4m47HQty5xq9dSrVY6ZlkXWk2-keW_YML_nUjSjbdl05so5CNnJ0MrfMxk3-i8-iI_C_jj7MjE3C1xZp1d1NY.ANBOVO-DvzZq0cl1dvNNUzII2sSepq4wkiMiucNkG5c&dib_tag=se&gad_source=1&hvadid=788571289831&hvdev=c&hvexpln=0&hvlocphy=9191659&hvnetw=g&hvocijid=4596186416908978424--&hvqmt=e&hvrand=4596186416908978424&hvtargid=kwd-2433644211510&hydadcr=16929_13775448&keywords=genius+at+scale&mcid=81919b32751236bebeea0cea1a11c5d7&qid=1772813712&sr=8-1] Connect with Joline Godfrey: * Bounce 10 [https://www.bounce-10.com/] * LinkedIn: Joline Godfrey [https://www.linkedin.com/in/joline-godfrey/] * Joline@bounce-10.com [Joline@bounce-10.com] Connect with Jason Wild: * LinkedIn: Jason Wild [https://www.linkedin.com/in/jasonwild/] * LinkedIn: Wild Innovation & Strategy Excellence, Inc [https://www.linkedin.com/company/wild-innovation-strategy-excellence-inc/?trk=ppro_cprof] * jason.r.wild@gmail.com [jason.r.wild@gmail.com]  About our Guest:  Jason Wild is a strategist, advisor, author, and growth executive with more than two decades of global experience helping organizations build cultures of innovation and achieve transformative growth. His career began in Chicago and led him to work with admired companies, including IBM, Salesforce, and Microsoft, where he has built and scaled growth, solutions, transformation, and strategic marketing teams that help enterprises translate ideas into meaningful impact. Throughout his career, Jason has focused on forging long-term relationships based on trust across business ecosystems. He is recognized for applying artificial intelligence solutions to help organizations create competitive differentiation through efficiency, innovation, and growth. Over more than 20 years, he has worked on the ground in over 40 countries, helping organizations develop operating models that encourage innovation while building the next generation of high-performance leaders. Jason is the co-author of Genius at Scale: How Great Leaders Drive Innovation, written with Dr. Linda A. Hill and Emily Tedards. Published by Harvard Business Review in March 2026, the book draws on a decade of research with Fortune 100 CEOs, transformative startups, and leading nonprofit organizations to explore the leadership mindsets and behaviors that unlock innovation at scale. At Salesforce, Jason co-founded Ignite and led the program globally. Under his leadership, the initiative grew from a small US-based team into a global organization of 250 members that influenced more than $2 billion in annual contract value over five years. Ignite became a key driver for strategic opportunities and earned recognition from organizations including Fortune, Gartner, and Harvard Business School. His career impact includes influencing more than $6 billion in enterprise deals across IBM, Salesforce, and Microsoft. He also co-led Microsoft’s largest non-government deal in Spanish history and created Microsoft’s first unified global sales methodology, which contributed to more than $100 billion in incremental revenue. Jason has delivered strategic programs for more than 100 global enterprises, including Disney, NATO, AT&T, and Unilever, operating across dozens of countries while helping organizations bridge business strategy and technology transformation. Today, Jason focuses on building strategic capabilities that help organizations stand out in complex, high-stakes partnerships and pursuits. He advises CXOs on modern leadership practices and works closely with executive teams to shape strategy and long-term growth plans. His work centers on building meaningful relationships, inspiring change, and helping organizations shape a stronger future.

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

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! [https://www.amazon.com/Raising-Financially-Fit-Kids-Revised/dp/1607744082/ref=sr_1_1?crid=27MSV1G6BEQEQ&dib=eyJ2IjoiMSJ9.8AOkuJmKv5IbiYeYklDY7hXlfNka2oHQZgYjC_X5XAX8JhrhEpOE1mFVGzYy6LKeYboMLXdALEezWEuENAj1-wdmvj3oCrbsAWyNzzckv5ymS9VCGRIow4Btnd84NB3xBh47OKgB63ActESBzMqlvWwTYXW1_qTPceG1wMYCtlg_iAuR4rK27N1C67htq8TgqOBXHQC3_54urzA-RUAyk5IQoqV-p5HZicLIK2GoVl0.onSyLTmfnt8S_dk8Ousk5HmAEScW4oyYNrrAF8m8g5E&dib_tag=se&keywords=raising+financially+fit+kids&qid=1735592585&sprefix=raising+financially+fit+kids%2Caps%2C137&sr=8-1] Connect with Joline Godfrey: * Bounce 10 [https://www.bounce-10.com/] * LinkedIn: Joline Godfrey [https://www.linkedin.com/in/joline-godfrey/] * Joline@bounce-10.com [Joline@bounce-10.com] Connect with Earl Walton: * LinkedIn: Earl Walton [https://www.linkedin.com/in/earlwalton/] * Website: Shorecrest Preparatory School [https://www.shorecrest.org/] * ewalton@shore [ewalton@shorecrest.org]https://www.linkedin.com/in/earlwalton/ [https://www.linkedin.com/in/earlwalton/]crest.org [ewalton@shorecrest.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.

Building Financial Confidence and Community with Christi Rae (Ep. 16)

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! [https://www.amazon.com/Raising-Financially-Fit-Kids-Revised/dp/1607744082/ref=sr_1_1?crid=27MSV1G6BEQEQ&dib=eyJ2IjoiMSJ9.8AOkuJmKv5IbiYeYklDY7hXlfNka2oHQZgYjC_X5XAX8JhrhEpOE1mFVGzYy6LKeYboMLXdALEezWEuENAj1-wdmvj3oCrbsAWyNzzckv5ymS9VCGRIow4Btnd84NB3xBh47OKgB63ActESBzMqlvWwTYXW1_qTPceG1wMYCtlg_iAuR4rK27N1C67htq8TgqOBXHQC3_54urzA-RUAyk5IQoqV-p5HZicLIK2GoVl0.onSyLTmfnt8S_dk8Ousk5HmAEScW4oyYNrrAF8m8g5E&dib_tag=se&keywords=raising+financially+fit+kids&qid=1735592585&sprefix=raising+financially+fit+kids%2Caps%2C137&sr=8-1] Connect with Joline Godfrey: * Bounce 10 [https://www.bounce-10.com/] * LinkedIn: Joline Godfrey [https://www.linkedin.com/in/joline-godfrey/] * Joline@bounce-10.com [Joline@bounce-10.com] Connect with Christi Rae: * LinkedIn: Christi Rae [https://www.linkedin.com/in/christirae/?originalSubdomain=ca] * Website: East Van Seeds [https://eastvanseeds.com/] * Podcast: Great Canadian Piggybank [https://podcasts.apple.com/ca/podcast/great-canadian-piggybank/id1821783596] 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.