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!

Oct 26, 2021 | Podcast

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

George Grombacher

Lifeblood Host

Cody Barbo

Cody Barbo

Guest

More Episodes

Best to Leave the Stones Where They Are

Best to Leave the Stones Where They Are

Here’s the problem; we don’t know what’s in one another’s hearts.  I don’t know your true intentions and you don’t know mine. Therefore, I can choose to believe you, or not.  We live in a time when people scour the internet to find a single world (written or...

Defined Contribution Fundamentals: 3 Key Areas

Defined Contribution Fundamentals: 3 Key Areas

Defined contribution plans are a great place to save for retirement. In fact, it’s what they’re designed for. Different types of defined contribution plans are plans that receive special tax treatment from the IRS to incentivize people to save money for the long-term....

How to Change Your Mind

How to Change Your Mind

Is it better to be open or closed-minded?  Would you rather be constantly learning, or stuck in your ways?  The answer seems obvious, but we don’t act like it.  Instead, we seem to have settled and dug into our positions, and have become aggressively...

Understanding Disability Insurance

Understanding Disability Insurance

We spend a lot of money protecting things.  There’s life insurance to protect our loves should something happen to us. Health insurance pays for the cost (or some of the cost) of medical care. Long term care insurance pays for skilled care should we need it when...

Understanding Car Insurance

Understanding Car Insurance

Car accidents happen.  We don’t cause them on purpose, which is why they’re called accidents. Being in a car accident can be a surreal and life-threatening experience. Hopefully, should you ever be involved in one, the only damage will be to the car. ...

Understanding House Insurance

Understanding House Insurance

It probably won’t surprise you that Ben Franklin was the Founder of the first home owners insurance company in the United States.  His company, Philadelphia Contributionship for the Insurance of Houses from Loss by Fire was formed in 1752.  For a long time,...

Understanding Umbrella Liability Insurance

Understanding Umbrella Liability Insurance

Don’t I already have insurance that covers this?  Probably. Your homeowners insurance and auto insurance commonly provide coverage for personal liability.  But is it enough?  That’s the key question I hope to help you answer.  Understanding...

Understanding Identity Theft Protection

Understanding Identity Theft Protection

“That’ll never happen to me.” We buy insurance despite low odds of something bad happening. You and I are probably not going to die before we’re supposed to.   But if we did, the consequences would be catastrophic.  That’s why we buy life...

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!