Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning
The Wealth Development Studio
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 financ...
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Autor
Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning
Categoría
Web del podcast
Último episodio
3 de nov. de 2026
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Episodios
Building a Business You Can Sell: How to Prepare for a Successful Exit 02.12.2025 37:15
Most business owners pour their heart, soul, and every available dollar into building something meaningful, but few are thinking about how they'll eventually step away. In this episode, Bill West, Founder & CEO of ESOPable, shares a clear, grounded roadmap for building a business that is truly transferable. Listen in as Bill breaks down the real differences between internal and external s...
Democratizing Philanthropy: How Collective Giving Turns Small Donations into Big Impact 02.12.2025 38:06
Generosity isn't reserved for the ultra-wealthy. Whether you have $50 or $5,000 to give, your dollars can go further and your impact can grow exponentially when you give collectively. In this episode, Lisa LaFrance, philanthropic advisor and founder of LaFrance Project , breaks down how pooling resources through giving circles is changing modern philanthropy and creating significant change in...
Trailer: The Wealth Development Studio 20.11.2025 2:13
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 wel...
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