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The Wealth Development Studio
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Content provided by Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning, Genevieve George, CPA, CFE, and Pelican Financial Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning, Genevieve George, CPA, CFE, and Pelican Financial Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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
5 episoade
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