The Wealth Development Studio
By Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning
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Category: Investing
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Episodes: 27
Description
The Wealth Development Studio invites you to get confident about your financial situation.
Hosted by Genevieve George, Senior Financial Advisor, this podcast helps you navigate life’s evolving chapters with clarity. With over two decades of experience in financial planning, investment management, and tax strategy, Genevieve brings a calm, thoughtful approach to topics that shape your financial wellness, from preparing for retirement and managing wealth to navigating life transitions like divorce, business growth, or legacy planning.
Each episode blends technical expertise with real-life financial empowerment.
Whether you’re balancing a busy career, seeking financial independence, or preparing for a new life stage, make sure you understand your financial situation.
For more information and all episodes, go to pelicanfinancialplanning.com/podcast
| Episode | Date |
|---|---|
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Caring for Aging Parents While Raising Kids? Here's the Estate Plan You Need
|
Oct 20, 2026 |
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Stuck at 3%: What Today's Mortgage Market Means for Buyers, Homeowners, and Divorcing Couples
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Oct 06, 2026 |
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How Negotiation Skills Shape Your Long-Term Financial Plan
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Sep 22, 2026 |
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The Personal Operating System: How High Achievers Stay Grounded Through Major Life Transitions
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Sep 08, 2026 |
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The Fulfillment Formula: How High Performers Get Unstuck at Work and with Their Money
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Aug 25, 2026 |
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Spend Wisely, Live Wealthy: How Money Coaching Turns a Financial Plan Into Lasting Habits
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Aug 11, 2026 |
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The Data Trade-Off: How to Take Back Control of Your Money in an AI-Driven World
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Jul 28, 2026 |
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Beyond the Spreadsheet: How Meeting Clients Where They Are (Literally) Builds Lasting Trust
|
Jul 14, 2026 |
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Cracking the Code: A Retirement Roadmap for Educators and Academics with Kevin Roche
|
Jun 30, 2026 |
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The Emotional Side of Money: How Financial Therapy Helps You Build a Healthier Relationship with Wealth
|
Jun 16, 2026 |
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Real Estate in Estate Planning: Managing Inherited Properties and Charitable Gifts
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Jun 02, 2026 |
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Navigating the One Big Beautiful Bill Act: A Comprehensive Guide for 2026-2030
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May 19, 2026 |
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The Special Needs Trust Playbook: Protecting Your Child’s Benefits and Future Care
|
May 05, 2026 |
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The 3M Wealth Formula: How to Give Every Dollar a Job and Align Your Money With Your Values
|
Apr 21, 2026 |
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The Missing Piece of Estate Planning: What Happens to the Stuff We Leave Behind
|
Apr 07, 2026 |
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Divorce in Motion: Understanding the Legal and Financial Process
|
Mar 24, 2026 |
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Rental Property or Real Estate Syndication? How to Choose the Right Strategy for Your Wealth Plan
|
Mar 10, 2026 |
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The Hidden Tax Bill: How One Gifted Property Cost $120,000
|
Feb 24, 2026 |
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Preparing for Divorce: Emotional, Financial, and Legal Clarity Before the First Call
|
Feb 10, 2026 |
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How Estate Planning Protects Families During Grief
|
Jan 27, 2026 |
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Beyond the Documents: How Estate Planning Decisions Shape Family Outcomes
|
Jan 13, 2026 |
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Renovate Without Regret: How to Protect Yourself Legally in Home Improvement Projects
|
Dec 30, 2025 |
|
The New Money Playbook: How NIL Is Changing Financial Futures for Student Athletes
|
Dec 16, 2025 |
|
Getting Your Head Out of the Sand: Looking at Your Full Financial Picture
|
Dec 02, 2025 |
|
Building a Business You Can Sell: How to Prepare for a Successful Exit
|
Dec 02, 2025 |
|
Democratizing Philanthropy: How Collective Giving Turns Small Donations into Big Impact
|
Dec 02, 2025 |
|
Trailer: The Wealth Development Studio
|
Nov 20, 2025 |