Gentreo Podcast
Podcast on all things estate planning! Gentreo is the premier online estate planning platform and your source for information on everything surrounding estate planning in the modern day. As of February 2023, The Gentreo Podcast will begin uploading monthly episodes to offer deeper insight into the many aspects of modernized estate planning.
Episodes
23 episodes
Scam Protection: Avoiding the 10 Billion Dollar Fraud Industry
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...
•
Season 3
•
Episode 6
•
45:23
Solutions With Soul: Doing Well While Doing Good
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 ...
•
Season 3
•
Episode 5
•
44:11
School's in Session: Send Your Student Back to Campus With Peace of Mind
Join Jacob as he goes through the importance of having your estate documents in order as the school season starts up again.
•
Season 3
•
Episode 4
•
5:53
Real World Stories: Maria
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 Mari...
•
Season 3
•
Episode 3
•
54:16
Estate Planning for your Vacation
Join Jacob this week as he discusses the importance of reviewing your estate plan before jetting off on vacationWhat key tasks need to be considered to ensure peace of mind on your next getaway? In this solo episode, Jacob...
•
Season 3
•
Episode 2
•
11:43
The Plan for Planning: Overcoming the Mental Roadblocks of Estate Planning
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 ove...
•
Season 3
•
Episode 1
•
44:02
Fostering: The Adoption of Love
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...
•
Season 2
•
Episode 12
•
24:16
Marriage and Estate Planning
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 thei...
•
Season 2
•
Episode 11
•
19:01
The Aftermath: I Created my Estate Plan... Now What?
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 nee...
•
Season 2
•
Episode 10
•
22:04
The Gen Z and Millennial Myths of Estate Planning
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! ...
•
Season 2
•
Episode 9
•
12:10
A Talk With my Dad About Estate Planning
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 l...
•
Season 2
•
Episode 8
•
25:43
Happiness in Hard Work: The Passion Hypothesis
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 yo...
•
Season 2
•
Episode 7
•
43:48
Identity in Legacy
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...
•
Season 2
•
Episode 6
•
40:56
The Founding of Gentreo: Why we are Here
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...
•
Season 2
•
Episode 5
•
27:48
Supporting Success, Successful Support
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...
•
Season 2
•
Episode 4
•
39:28
Julie's Story
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 ...
•
Season 2
•
Episode 3
•
28:18
Pets: Our Four Legged Family
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 hap...
•
Season 2
•
Episode 2
•
19:05
Memories, the Intangible Legacy
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 to...
•
Season 2
•
Episode 1
•
24:38
The Power of Planning
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 t...
•
Season 1
•
Episode 4
•
37:18
Exit Velocity: When Life Takes Off
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...
•
Season 1
•
Episode 3
•
42:38
Real Life Events: Why an Estate Plan is Crucial to Have in Place
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 i...
•
Season 1
•
Episode 2
•
18:13
What Does Gentreo Mean to You?
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 Gentre...
•
Season 1
•
Episode 2
•
3:30
What is Estate Planning and Why is it Important
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 wit...
•
Season 1
•
Episode 1
•
19:01