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The Wealth Development Studio
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Contenido proporcionado por Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning, Genevieve George, CPA, CFE, and Pelican Financial Planning. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning, Genevieve George, CPA, CFE, and Pelican Financial Planning o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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 episodios
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