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?

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 Initiative (A CU focused Domestic Violence Initiative). He is passionate about saving small credit unions and leagues and believes in solutions with soul as well as his personal motto “If it can’t be fun it can’t be done”.  

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 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. 

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 planning.  Why do we feel the need to wait when there is something important to be done?  Why is it so hard to have conversations about death and mortality?  What are the tools and tactics we can use to overcome these issues?  Sharon helps us to really peel back the layers of our psyche and understand how we as humans can overcome roadblocks in our processes and get to where we need to be. 

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 world of foster care may seem like a bit of a mystery to most but as you'll hear from Susan in this week's episode, the most important thing a child needs is tender love and care.  

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 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.