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Hosted by Unknown Host · 🇺🇸 US · EN-US · 22 episodes
Established thought leaders with verified media credentials.
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
Unknown Host hosts The Wealth Development Studio, a business show with 22 episodes published.
What if the reason your financial plan isn't sticking has nothing to do with your investments? Building wealth gets most of the attention in financial planning, but everyday decisions are where plans quietly succeed or f
What are you really giving away every time you tap "accept," download an app, or hand your information to AI? Technology runs on our personal data, and every app, loyalty program, and AI tool asks for something in return
What if the secret to great financial advice isn't more data, but more trust? For years, the industry treated every client the same: a spreadsheet, a return rate, and a handshake. Melissa Montalvo, Partner and Senior Wea
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) contract
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. Erik
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 cle
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 un
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 carin
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 t
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 belong
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, media
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 bri
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 Reynold
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
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 responsibilit
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, famili
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 t
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
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, phil
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 ESOPab
Kai Dickens
Dr. Budgets
1 appearance on this show
Sanjana Chintalapudi
Data Conscious Collective
1 appearance on this show
Melissa Montalvo
Atticus Wealth Management
1 appearance on this show
Chris Losquadro
Quantum Realty Advisors
1 appearance on this show
Aaron Hattenbach
Rapport Financial
1 appearance on this show
Sherron Permashwar
Modern Savvy CPA
1 appearance on this show
Robin Cartwright
Mindful Moveouts
1 appearance on this show
Shannon Kiefhaber
Twenty-Five Eight Capital
1 appearance on this show
Joyce Ruggeri
Reynolds Bone & Griesbeck
1 appearance on this show
David Darby
Farther
1 appearance on this show
Domenick Macri
Via Vitae Partners
1 appearance on this show
Lisa LaFrance
LaFrance Project
1 appearance on this show
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The Wealth Development Studio is hosted by Unknown Host. The show is categorised under business (investing) and has published 22 episodes.
The Wealth Development Studio has published 22 episodes.
The Wealth Development Studio regularly covers business, investing, education. It sits in the business category, with a investing focus.
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Episodes of The Wealth Development Studio average 45 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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