The Midlife Money Playbook
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The Midlife Money Playbook
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About this listen
Host Julia Dennison teams up with financial planner Genevieve George (Pelican Financial Planning) to turn stats into strategy—why 94% of women expect to manage their money, yet so few feel empowered—and delivers a decade-by-decade game plan for your 40s, 50s, and 60s. From juggling “sandwich generation” demands to setting priorities across competing “buckets,” they break down the difference between an advisor vs. a true planner, smart catch-up contributions, right-sizing risk, and timing Social Security without the guesswork. You’ll get candid talk on family money conversations, essential estate docs, and a confidence-boosting “quick wins” lightning round—so you can ditch the shame, get clear on the numbers, and take action on a life that feels financially strong and future-ready.
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