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 do we protect the elderly and the most venerable?

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.

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 efficiently access your documents. Additionally, we discuss the "When", "Why" and "How" for keeping your estate plan updated as your life changes.

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 crucial planning tools are more accessible than ever.

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 ivy league education. She is a successful business person and entrepreneur and yet still found herself, being conned by those she was close to.
Listen in today and take her words to heart. It is never a bad thing to be prepared and have a plan in place.