Podcast: Travis Makes Money

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

Make Money with Financial Planning | George Stefanou

August 18, 2025

George Stefanou appeared as a guest on Travis Makes Money to discuss his path into financial planning, high-net-worth wealth management, investment strategy, tax planning, estate planning, first-generation wealth, entrepreneurship, and the financial decisions that change after reaching one million dollars of net worth. The episode connects to the core planning 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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