Trust and Will with Cody Barbo
Has estate planning been on your mind, but you just haven’t gotten around to getting it done? Cody Barbo can relate and talks about the low-cost and easy to use option he’s created in order to help you finally get yours done!
Listen to us On
About the Episode
LifeBlood: We talked about trust and will, the estate planning process, what it takes to be a successful entrepreneur, and how to keep everything in balance.
We discussed the personal experiences that motivated Cody to found Trust and Will, how many of his closest friends we’re having the same problems, and the progress they’ve made in addressing the estate planning needs of people.
We talked about how the pandemic brought the reality of death to the front of many people’s minds, how procrastination keeps people from doing many of the important things they need to be doing, and what can be done to bridge the gap between knowing how to do something and actually getting it done.
We discussed the importance of building trust, making things as easy as possible, and meeting people wherever they are.
We talked about the demographics of people using the service, the partnerships they’ve formed to increase distribution and what the future holds with Cody Barbo, Founder and CEO of Trust and Will, an organization disrupting the trust and estate planning industry with an easy, fast and secure way to set up your estate plan online.
Listen to learn the role a good night’s sleep plays in your success in every aspect of life!
For the Difference Making Tip, scan ahead to 17:51!
You can learn more about Cody at TrustAndWill.com, Twitter, Instagram, Facebook and LinkedIn.
Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.
You can learn more about us at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or you’d like to be a guest on the show, contact George at [email protected].
George Grombacher
Lifeblood Host
Cody Barbo
Guest
More Episodes
Using Annuities to Create Tax-Efficient Income in Retirement
One of the biggest challenges in retirement planning is managing taxes effectively. Many retirees focus on accumulating wealth but overlook the impact of taxes on their income. Without a well-structured strategy, taxes can eat into your retirement savings and reduce...
How to Overcome the Fear of Running Out of Money in Retirement with an Annuity
One of the most common fears among retirees is running out of money. After working for decades, the last thing anyone wants is financial insecurity during their golden years. The fear of outliving your savings can be paralyzing, leading to stress and uncertainty....
The Power of Minimalist Money Habits: Simplifying Your Finances for Greater Freedom
In today's fast-paced world, it’s easy to get overwhelmed by the complexity of managing finances. We’re bombarded with credit card offers, investment options, and various spending temptations, all promising to help us live better lives. Yet, in the midst of it all,...
The Right Questions to Ask Yourself When Considering an Annuity for Retirement Income Planning
Annuities can be a powerful tool for creating reliable retirement income, but they’re not a one-size-fits-all solution. Before purchasing an annuity, it’s essential to evaluate whether it aligns with your financial needs, goals, and risk tolerance. Asking the right...
How to Guarantee You’ll Never Run Out of Money in Retirement
One of the biggest fears retirees face is outliving their savings. With rising life expectancy, unpredictable markets, and increasing healthcare costs, ensuring that your money lasts a lifetime is a top priority. Fortunately, there are strategies you can implement to...
How Taxes Can Reduce Your Income in Retirement
When planning for retirement, it's easy (and prudent) to focus solely on saving enough money or making wise investment choices. However, one crucial factor that is often overlooked in retirement income planning is taxes. While many retirees expect to pay less in taxes...
The Benefits of Stock Dividends for Retirement Income Planning
As we approach retirement, one of our primary goals is to ensure a reliable income stream to sustain our lifestyle. While there are several options available for generating retirement income, many retirees are increasingly turning to stock dividends as a key component...
The Value of Fixed Annuities in Retirement Income Planning
As retirement approaches, people find themselves grappling with the challenge of ensuring a reliable income stream during their golden years. One popular solution to this problem is the fixed annuity, a financial product that offers a guaranteed income for life or a...
Your Personal DOGE
Your Personal DOGE The DOGE is about to take a knife to the federal government. Could you benefit from a personal DOGE to cut some of your expenses? George G talks about how to reduce your overhead and get moving in the right financial direction!About the EpisodeThe...
Join the show.
Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!