Recently, Jonathan Treussard, Ph.D. wrote about the importance of maintaining calm and perspective amid market volatility and noisy headlines, encouraging thoughtful restraint over impulsive decisions.

“Don’t just do something, sit there.” The urge to respond to every market move is natural, but patience and clarity help investors avoid regret.

These reflections serve as a reminder that perspective and context are key—even in turbulent times, wise restraint is often the best response.

Read “Do You Know Who I Am?” and “Your Kids Are Reading the Room: Talk to Them."

Jonathan Treussard was interviewed by Joline Godfrey on her show, Raising Financially Fit Families.

They explored what it really means to prepare kids for a life of true abundance—not just in dollars, but in community, curiosity, and resilience.

A few ideas to take from this conversation

➔ Kids are naturally curious about how the world works—including money.

➔ Complexity isn’t something to be “solved”—it’s something to lean into.

➔ Life doesn’t play out as a series of photos—it’s a movie.

➔ Wealth is about so much more than money.

Episode contains valuable and actionable insights for high-net-worth households.

On this episode, I sit down with Anne Rhodes, Chief Legal Officer at wealth.com and attorney Dave Haughton for an important conversation about reclaiming control, navigating family dynamics, and how proactive estate planning shapes our wealth, legacies, and relationships across generations.

Anne and Dave share their journeys from major law firms to legal tech and public education. We dig into why estate planning is about much more than technical documents or tax savings—it’s about empowering families, resolving conflict before it starts, and connecting actions to the things that matter most.

On this episode, I sit down with Zvi Bodie—economist, author, advocate for the American investor, and my father-in-law—to explore how the core functions of finance shape not just markets and policy, but also the way we live, save, and prepare for uncertainty across our lives.

Our conversation takes us from Zvi’s journey growing up in Brooklyn and pursuing philosophy before discovering economics, to his pioneering research in risk, inflation-protected bonds, and the very real-world consequences of retirement planning and societal change.

We dig into what it means for financial tools and policies to genuinely serve individuals and communities, how the theory-practice divide can be bridged, and why teaching and translation matter.

On this episode, I sit down with Dave Nadig, one of the most thoughtful voices in asset management, to explore the roots and evolution of investing, the purpose and power of capitalism, and how trust and agency fit into today’s financial world.

Our conversation goes beyond stocks and markets to look at the system itself: why we pool resources, how we decide who—and what—to trust, and what it means to “bet with the house” as individuals and as a society.

We dig into the sweeping changes and recurring cycles in asset management, from mutual funds and ETFs to the rise of indexing and crypto, and examine how technology, generational attitudes, and societal trust keep shifting the ground beneath our feet.

In this episode, I sit down with Joline Godfrey, one of the foremost voices in family financial education, to unpack what it truly means to raise financially capable, resilient kids amid abundance.

Joline shares her journey from pioneering programs for young girls to decades of hands-on work with families of wealth, revealing that the assumption “wealth makes life easier” quickly unravels when you’re raising children surrounded by privilege and complexity.

Our conversation dives into the F.I.S.H. framework—Financial, Intellectual, Social, and Human Capital—and why families need to be as intentional about nurturing these less tangible forms of wealth as they are about managing their portfolios.

Joline and I discuss the dangers of “wealth gaslighting”—pretending money isn’t a factor or hiding financial realities—and how authenticity and modeling real values are essential for building trust and confidence.

Jonathan Treussard interviews Katie O'Dwyer, a seasoned risk management professional whose career spans from quantitative trading to operational leadership at major financial institutions.

The conversation begins with O'Dwyer sharing a touching memory from the 2008 financial crisis - bringing her six-year-old daughter to the office on the Sunday of Lehman's bankruptcy announcement. While the markets were facing unprecedented uncertainty, her daughter's joy at visiting the office provided a heartwarming reminder of life's simpler pleasures.

O'Dwyer emphasizes that despite the industry's technological advances, maintaining strong relationships with counterparties remains crucial. These connections become particularly valuable during crisis periods when you need someone to "pick up the phone and help.”

In April, Jonathan Treussard, Ph.D. wrote about the market turmoil caused by the tariffs and trade war, and how to (not) respond to it to avoid excessive regret.

“Don't be surprised if the stock market is up or down 10–15% over the next month or so. I mean this NOT to be a sensationalist. I mean this to give you context...”

The second piece explored whether “American Exceptionalism” had broken.

“Strange things happen during times of war, including economic war. But for now, let’s take comfort in the fact that we remain well within the range of recent history.”

Read “Good Grief” and “A Little Perspective Goes a Long Way.” now.