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The Wealth Development Studio
Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning
4 episodes
1 day ago
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 local communities. Lisa shares the surprising statistics behind collective giving, how democratized ph...
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Investing
Education,
Business,
Society & Culture
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All content for The Wealth Development Studio is the property of Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 local communities. Lisa shares the surprising statistics behind collective giving, how democratized ph...
Show more...
Investing
Education,
Business,
Society & Culture
Episodes (4/4)
The Wealth Development Studio
Getting Your Head Out of the Sand: Looking at Your Full Financial Picture
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 clearly for the first time. Listen in as Genevieve breaks down why so many capable people avoid t...
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2 days ago
38 minutes

The Wealth Development Studio
Building a Business You Can Sell: How to Prepare for a Successful Exit
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 sales, how ESOPs work, why forecasting increases value, and the operational habits that make buyers lea...
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2 days ago
39 minutes

The Wealth Development Studio
Democratizing Philanthropy: How Collective Giving Turns Small Donations into Big Impact
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 local communities. Lisa shares the surprising statistics behind collective giving, how democratized ph...
Show more...
2 days ago
40 minutes

The Wealth Development Studio
Trailer: 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 divo...
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2 weeks ago
2 minutes

The Wealth Development Studio
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 local communities. Lisa shares the surprising statistics behind collective giving, how democratized ph...