Podcast: Lead-Lag Live

Written By George Stefanou, CFP®, CPWA®, CEPA®

Money Talks: Breaking the Taboo of Wealth with George Stefanou

May 7, 2025

George Stefanou joined Michael A. Gayed, CFA, on Lead-Lag Live to discuss financial literacy, high-net-worth wealth management, first-generation wealth, family money conversations, investment strategy, tax planning, estate planning, and the emotional side of building and preserving wealth. The conversation connects closely to the themes in Two-Comma Wealth.

 
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George Stefanou, CFP®, CPWA®, CEPA®

George Stefanou is the author of Two-Comma Wealth and founder of Stefanou Wealth Management. A financial advisor since 2009, he helps families navigate investment strategy, retirement income, tax considerations, and estate and legacy planning. Through his writing, George helps readers make more informed decisions about preserving, using, and transferring the wealth they have worked hard to build.

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