The Wealth Development Studio

What happens when the most educated people in the room have no idea what's in their own retirement accounts? Retirement planning for educators looks nothing like it does for everyone else. Between layered 403(b) contracts, fixed annuities with strict liquidity rules, and pensions that interact with Social Security in unexpected ways, the complexity is real… and largely underserved. Kevin Roch...

Does every money conversation in your house end in a fight? Do you leave financial meetings feeling good, then go home and do nothing? The problem might not be your finances. It might be your relationship with them. Erika Wasserman, founder of Your Financial Therapist and one of a small number of certified financial therapists in the country, breaks down what financial therapy actually is and why...

What happens to the family home when a loved one passes or transitions into care? Real estate is often the largest and most emotionally loaded asset a family holds, and when the time comes to act, it rarely transfers cleanly. It comes with logistical complexity, financial decisions, and family dynamics that can stretch for months or years. Chris Losquadro , founder of Quantum Realty Advisors , has...

What do the latest tax law changes actually mean for your money, and are you making the most of the opportunities available right now? The One Big Beautiful Bill Act was enacted and made effective in 2025, creating an unusually compressed window for planning that caught many professionals off guard. It touched nearly every corner of personal finance: standard deductions, SALT caps, estate tax exem...

If something happened to you tomorrow, do you know exactly how your special needs child would be cared for—and by whom? Planning for the future often means preparing for scenarios no one wants to face. For families caring for a loved one with special needs, the financial and legal decisions made today can directly impact long-term stability, access to benefits, and quality of life. As government p...

What if the problem isn’t how much money you make, but what your money is doing once you earn it? Money decisions don’t usually fall apart because of bad math. More often, they break down because life gets busy, habits take over, and financial choices lose connection to what actually matters. In a world built for convenience and constant consumption, managing money with intention has never been mo...

How prepared is your family to handle more than just your money? Major life transitions often come with more than paperwork and financial decisions. They also come with homes, storage units, closets, and inherited belongings full of items that carry emotional weight, practical questions, and sometimes real financial value. As wealth and possessions are passed between generations, families are incr...

What actually happens after the first call to a divorce attorney? Once the decision has been made and legal proceedings begin, individuals enter a structured process that can involve filings, financial disclosures, mediation, and sometimes, a trial. For many people, the uncertainty surrounding timelines, legal requirements, and financial decisions can make an already difficult transition feel even...

Is owning a rental property really the smartest way to build wealth—or just the most familiar one? For many investors, the first instinct is to buy a rental property and become a landlord, but owning one property can bring concentration risk, unexpected expenses, and more hands-on responsibility than expected. As markets shift, it is essential to understand how real estate fits within a diversifie...

A financial gift can feel generous, timely, and full of opportunity. But without the right guidance, even well-intentioned decisions can create unexpected tax consequences. In this episode, Joyce Ruggeri , CPA at Reynolds Bone & Griesbeck, shares a client story involving a gifted property that resulted in a $120,000 tax bill. With two decades of experience in tax compliance and strategic plann...

Divorce doesn't start when you file the paperwork. It starts the moment you realize your marriage might end, and what you do in that space between realization and action can determine if you move through the process with clarity or chaos. In this episode, Linda Weiksnar , a seasoned family law attorney, walks through exactly what someone should be doing before they ever schedule that first co...

Estate planning rarely feels urgent… until life forces it to be. Too often, families postpone these decisions because they’re uncomfortable, complicated, or easy to ignore. But when illness, loss, or sudden responsibility arrives, the absence of a clear plan can turn grief into chaos, leaving loved ones to make impossible decisions at the worst possible time. In this episode, Dana Gliniecki shares...

Estate planning is often treated as a box to check: documents signed, files stored away, and the assumption that everything will work as intended. But when plans aren’t communicated, updated, or properly executed, families are left facing confusion, conflict, and costly consequences during moments that are already emotionally overwhelming. In this episode, David Darby, CFA , managing director of t...

Homeowners across the country are hitting pause on moving, holding tight to low-interest mortgages while still craving updated, functional spaces. With renovation demand rising and project costs climbing, understanding the legal side of home improvement has never mattered more. In this episode, construction attorney Jared Gillman breaks down the legal risks most homeowners overlook. He explains ho...

The world of college athletics has entered a new era. With Name, Image, and Likeness (NIL) now in play, student athletes are gaining access to real income opportunities earlier than ever, often before they even step onto a college campus. But with these new possibilities come major responsibilities around money, contracts, and long-term planning. In this episode, Domenick Macri, NIL consultant and...

The hardest step in taking control of your money isn’t mastering investments or choosing the perfect strategy—it’s being willing to look at your numbers without fear or shame. In this inaugural episode of The Wealth Development Studio , Senior Financial Advisor Genevieve George invites listeners to do exactly that: take a brave breath, lift their head out of the sand, and see their financial life...

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...

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...

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...