The Midlife Money Playbook
18 November 2025

The Midlife Money Playbook

The Happy Money Podcast with Woman’s World

About

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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