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: 15

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
The Special Needs Trust Playbook: Protecting Your Child’s Benefits and Future Care
May 05, 2026
The 3M Wealth Formula: How to Give Every Dollar a Job and Align Your Money With Your Values
Apr 21, 2026
The Missing Piece of Estate Planning: What Happens to the Stuff We Leave Behind
Apr 07, 2026
Divorce in Motion: Understanding the Legal and Financial Process
Mar 24, 2026
Rental Property or Real Estate Syndication? How to Choose the Right Strategy for Your Wealth Plan
Mar 10, 2026
The Hidden Tax Bill: How One Gifted Property Cost $120,000
Feb 24, 2026
Preparing for Divorce: Emotional, Financial, and Legal Clarity Before the First Call
Feb 10, 2026
How Estate Planning Protects Families During Grief
Jan 27, 2026
Beyond the Documents: How Estate Planning Decisions Shape Family Outcomes
Jan 13, 2026
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