Gentreo Podcast

Jacob is joined this week by Walt Laskos, a credit union industry communications and public relations veteran and educator of more than 20 years.  Walt and Jacob discuss the scam, financial fraud and elder abuse industry.  An industry that this coming year alone will con over 10 billion dollars away from everyday people like you.  What do these scams look like?  What can we do to stop them?  How d...

Our next guest has been in the movement for 17 years primarily in the CUSO space.  He started his career at the US’s oldest “CUSO” the Maine Credit Union League Insurance Trust where he co-founded and went on to help lead the CUSO created CU Certified. He was the VP of Sales at Arkatechture (Now Arkatechture CUSO) and now is the CEO of CU Sol (a 4 Credit Union CUSO) which leads the CU Safe Initiat...

Join Jacob as he goes through the importance of having your estate documents in order as the school season starts up again.

We’ve talked before on this podcast about trying to keep things in order, trying to avoid worse case scenarios.  But sometimes we still find ourselves in them, no matter how much we thought we could avoid them.   Our guest Maria, has courageously allowed us to hear about her story so that we can better understand what the real world can look like sometimes.   Maria has two advanced degrees and an...

Join Jacob this week as he discusses the importance of reviewing your estate plan before jetting off on vacation What key tasks need to be considered to ensure peace of mind on your next getaway?   In this solo episode, Jacob breaks down the easiest ways to review your plan and ensure that no matter where you are in the world, you are protected. 

Welcome to season 3 of the Gentreo podcast where this week Jacob is joined by Sharon O'Connor, a developmental psychologist and management consultant.  Sharon has spent her career working with individuals and organizations to help them overcome challenges and become more productive. Sharon and Jacob discuss the mental roadblocks that come with the difficult conversations surrounding estate pl...

Today Jacob is joined by Susan Frigoletto, mom,  foster mom and a practicing attorney whose passion is foster kids and advocating for them.   Susan helps broaden our horizon on the foster care world and the necessity for caring people to open their homes to children in need.  We also explore the lesser thought about intersection between the foster world and the services Gentreo provides.   The wor...

In this week's episode, Jacob is joined by CEO and founder of Gentreo, Renee Fry.  Renee and Jacob explore the misconceptions of marriage as it pertains to estate planning.  Renee explains the importance of both partners creating their own personalized estate plans and reveals why this can be so crucial for protecting your assets, healthcare wishes and your children.  

We are joined once again by Julie Fry, one of the founders of Gentreo.  In this week's episode, Julie and I talk about the process after the process of estate planning.  Once you have completed creating your documents, what do you need to do next?  Julie helps us explore the importance of digital secure storage and the necessity of having a network of loved ones that can easily and efficientl...

Today Jacob goes through the top 5 most frequent myths he hears working in the estate planning world from young millennials and Gen Z people around his age.  I'm not old enough, I don't have assets yet, it's too expensive.  Nonsense! Let's look at these myths for what they are and discuss why estate planning is truly for everyone, why you always have more than you think and how...

In this week's very special episode, Jacob sits down and and has a conversation about estate planning with his father Raymond Murphy.  We discuss how Raymond's experience with estate planning has changed over the course of his years as a lawyer and as Jacob's father.   We discuss the importance of what an estate plan means in regards to respecting one's legacy and the value and...

Join Jacob as he is joined by Adam Spector, a father, partner, multi-time business founder and investor.  In this week's episode we face the task of finding joy and balance between life and career.  Is it better to love what you do from the start, or become so good at something that you can't help but derive joy and passion from it?  Adam helps us to explore legacy and the hard work that...

Join us today as we are joined by Tricia Montalvo Timm.  Tricia is a first-generation Latina Board Director, Investor and Author of best seller "Embrace the Power of You". In this week's episode we explore the importance of identity and how it applies to your journey through the estate planning world.   Tricia helps us unpack the many natural survival tactics she has seen and used t...

Join us today as we talk with the founders of Gentreo, Julie and Renee Fry.  The Fry sisters dive into their experience with traditional estate planning and the many aspects of it that they believe could use a 21st century update.  We also gain insight into the real life experience of caring for an aging parent and what the estate process then looked like vs how easy it can be now.  

Join us as we sit down with Brickson Diamond, a leadership advisor who currently serves on the boards of Tides, Cooper Union, the Blackhouse Foundation and Rideback Rise. Brickson spent nine years on the board of the National Hospice Foundation with a two-year term as board chair and as a member of the board of the National Hospice and Palliative Care Organization. Brickson Diamond holds a BA in O...

Join us today as we sit down with Julie Fry, COO and cofounder of Gentreo.  Julie shares her amazing story of how her and her sister founded Gentreo and what it meant to her family over several generations.  Julie also opens up about her diagnosis with cancer and how it has re-shaped her way of thinking about life, her platform and how the very company she founded can impact families in similar si...

Today we are joined by the founder and CEO of Gentreo, Renee Fry as we discuss what a pet truly means to the modern day family.  More importantly, as a family member what can you do to make sure your pets are protected should something happen. No matter the situation, Renee helps us to understand the importance of planning ahead both for you and for your furry friend. 

Join us today as we are joined by Charlie Greene.  Charlie is the founder and CEO of Remento - a product that helps families turn memories into keepsake books full of written stories, all without having to write a single word. In today's episode, we dive into the meaning of "Legacy" and its importance to our loved ones both today and far into the future.  With Charlie's help we...

Chris Shea is a financial advisor with BPS Financial Services here to share his story about his family and the challenges of planning.   The only thing certain in life is that life changes and it's not always pretty.  Join us today as we discuss the importance and the true power of planning ahead.

In this episode of the Gentreo podcast we speak with Vin Bisceglia,  a family man and successful entrepreneur in the space and satellite industry.  Vin explains to us some of the interesting concepts that come with working in space as well as some exciting advancements we can all look forward to.  We discuss the risky and rewarding life of the entrepreneur and the balance it takes to raise a famil...

Today we sat down with Gentreo's CFO Jon Quick, and listened to his experience with estate planning.  Jon offers some amazing insights into what it is truly like to go through real life events and how an estate plan is so crucial to have in place.  

Join us for our second episode where we are joined by Gentreo advisor Beth Lindstrom.  Recorded during Gentreo's first open house, Beth shares her thoughts on the importance of estate planning and the need for a modern solution like Gentreo.

Gentreo is a next-generation estate planning solution that's won awards and recognition from AARP, Real Simple, US News and World Report, and more.  We're on a mission to help 10 million American families protect their loved ones with easy, affordable estate planning.  We started the Gentreo podcast to help debunk the myths and raise awareness for what estate planning is and how you can...