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

Lifetime Income with Matt Wolniewicz

Lifetime Income with Matt Wolniewicz

Lifetime Income with Matt Wolniewicz Even after we stop working, we still want consistent lifetime income. Matt Wolniewicz talks about how to make that happen with your 401(k)! About the EpisodeWe focused on creating lifetime income, the challenges of accumulating...

Money Advice for Young Adults

Money Advice for Young Adults

Money Advice for Young Adults What money advice would you give to your younger self? George G talks about the fundamentals for getting off to the right start!About the EpisodeWhat money advice would you give yourself as a young adult? The world of personal finance is...

Inflationary Vibes

Inflationary Vibes

Inflationary Vibes Is inflation really a problem, or does it just feel like it's a problem? George G breaks down the numbers and talks about our current reality! About the EpisodeIs inflation really a problem, or does it just feel like it's a problem? The Wall Street...

Having Tough Conversations with Tom Wall

Having Tough Conversations with Tom Wall

Having Tough Conversations with Tom Wall To be a good advisor, do you need to have tough conversations with your clients? Tom Wall talks about getting down to what matters when it comes to money! About the EpisodeWe focused on having tough conversations, how the...

Your Banking Relationship

Your Banking Relationship

Your Banking Relationship How's your banking relationship? How would you feel if your bank allowed advertisers to target you based on your spending? That's what Chase is doing. George G breaks it down so you can make good decisions!About the EpisodeHow’s your banking...

Robinhood: Taking from Everyone

Robinhood: Taking from Everyone

Robinhood: Taking from Everyone Is Robinhood a good place to invest? George G breaks down how they make money, and whether or not you'll make money! About the EpisodeRobinhood is offering some big incentives to join their platform. Is it the right place for you to be...

Finding Your North Star with Caleb Silver

Finding Your North Star with Caleb Silver

Finding Your North Star with Caleb Silver Finding your financial north star is critical and requires thought. Caleb Silver talks about knowing what's valuable and what truly matters! About the EpisodeWe focused on finding your financial north star, deciding for...

Spare Me, Larry Fink

Spare Me, Larry Fink

Spare Me, Larry Fink Larry Fink from Blackrock wants to save retirement. Is he really the one to do it? George G breaks down his 11,000 word letter to shareholders.  About the EpisodeLarry Fink from Blackrock wants to save retirement. Is he really the one to do it? Is...

An Open Letter to Working Class Americans

An Open Letter to Working Class Americans

An Open Letter to Working Class Americans If you could write an open letter to working class Americans regarding their personal finances, what would it say?!About the EpisodeIf you could write an open letter to working class Americans regarding their personal...

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!