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
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 needs to be done now to p...
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 throughout her pat...
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 Organizational Behavior and Manageme...
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 situations to her.
You can f...
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 discover that while the p...
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 family while building highly successful ...
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 use it to protect your loved ones and...
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