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
Better Financial Decisions with Jake Sadler
Better Financial Decisions with Jake Sadler Making better financial decisions can be simple, but not always easy. Jake Sadler talks about setting the conditions for making it happen! About the EpisodeWe focused on making better financial decisions, how all decisions...
Consider the Source with Vince Shorb
Consider the Source with Vince Shorb It's prudent to consider the source when receiving financial education. Vince Shorb talks about how to become a more informed and educated investor!About the EpisodeWe focused on why it’s prudent to consider the source when...
Building Financial Confidence with Justin McMurdy
Building Financial Confidence with Justin McMurdy Financial confidence can lead to success and peace of mind. Justin McCurdy talks about how to find it regardless if you're a saver or a spender!About the EpisodeWe focused on building financial confidence, the planning...
Tune Out the Noise: Focus On What Really Matters
Tune Out the Noise: Focus On What Really Matters Getting what you want demands you tune out the noise; and there's a lot of it. George talks about how to actually do it! About the EpisodeGetting what you want demands you tune out the noise; and there's a lot of it....
The Problem of Instant Gratification with Lindsey Curry
The Problem of Instant Gratification with Lindsey Curry Our impulse and ability to get what we want when we want isn't great for our finances. Lindsey Curry talks about overcoming instant gratification!About the EpisodeWe focused on the problem of instant...
Avoiding Financial Pitfalls with Paula Harris
Avoiding Financial Pitfalls with Paula Harris No matter how much planning we do, life's going to throw us curveballs. Paula Harris talks about how to handle financial pitfalls! About the EpisodeWe focused on how to avoid financial pitfalls and handling life’s...
Being Broke is the Worst: How to Knock it Off
Being Broke is the Worst: How to Knock it Off Being broke is the worst. Why do we screw ourselves over, and what can be done about it? George talks about how to break free for good!About the EpisodeBeing broke is the worst. Why do we screw ourselves over, and what can...
Fear and Greed with Vance Barse
Fear and Greed with Vance Barse Fear and greed drive many of our behaviors, including investing. Vance Barse talks about how to manage through external challenges like inflation!About the EpisodeWe focused on the role fear and greed play in our finances and our...
Total Return Indexing with Mark Hebner
Total Return Indexing with Mark Hebner What's the difference between price return and total return indexing? Mark Hebner breaks down the often misunderstood and misrepresented differences! About the EpisodeWe focused on the difference between total return and price...
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!