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
Creating a Financial Wellness Program
Creating a Financial Wellness Program What is a financial wellness program and how do you create one? George G breaks it down and provides the resources for making it happen!About the EpisodeA financial wellness program can help you attract and retain top employees,...
Long Term Care Planning with Richard Backora
Long Term Care Planning with Richard Backora While it's no fun to think about, long term care planning is essential. Richard Backora talks about how to make a plan for paying for it! About the EpisodeWe focused on long-term care planning, how it’s strange to think of...
Your Relationship with Money with Landon Loveall
Your Relationship with Money with Landon Loveall How's your relationship with money? Landon Loveall talks about how it's always changing and how to get what you need and want!About the EpisodeWe focused on your relationship with money, how it’s always going to be...
That’s Not Fair
Thta's Not Fair Your kids ever say "that's not fair?" Like everything else in life, fair is not same, nor is it desirable. George G talks about that in relation to money!About the EpisodeYour kids ever say "that's not fair?" Like everything else in life, fair is not...
How Do You Identify?
How Do You Identify? How do you identify? The way we think of ourselves and how we show up in the world makes a huge difference; especially with our finances.About the EpisodeHow do you identify? The way we think of ourselves and how we show up in the world makes a...
Growing your Firm with Andrew Rosen
Growing your Firm with Andrew Rosen Growing your financial firm requires self-knowledge, foresight, and patience. Andrew Rosen shares his story of making it happen!About the EpisodeWe focused on the process of growing your financial firm, the courage it takes to...
I Owe: Sacrifices and Investments
I Owe: Sacrifices and Investments Each of us owe a debt that we'll never be able to repay. And repayment is not a sacrifice, it's an investment that builds upon the sacrifices of the brave men and women who have served our Country. About the EpisodeEach of us owes a...
How to Develop Financial Confidence
How to Develop Financial Confidence What would you do if you were more confident? George G talks about how to develop financial confidence and the difference more could make!About the EpisodeWhat would you do if you were more confident? What if you had more financial...
Money Stress is Killing Me?
Money Stress is Killing Me? Have you ever thought, "Money stress is killing me." Turns out, it could very well be. George G breaks down why that is and what to do about it!About the EpisodeMoney stress is killing me. Is that possible? Could that be true? Turns out,...
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!