Podcast thumbnail for Gentreo Podcast

Gentreo Podcast

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by Jake Murphy

23 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

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.

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Publishing Since

8/19/2022

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Recent Episodes

Episode thumbnail for Scam Protection: Avoiding the 10 Billion Dollar Fraud Industry

October 3, 2024

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 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?

Episode thumbnail for Solutions With Soul:  Doing Well While Doing Good

August 29, 2024

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 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 ...

Episode thumbnail for School's in Session: Send Your Student Back to Campus With Peace of Mind

August 15, 2024

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.

23 total episodes available

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Frequently asked questions

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What is 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.

How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Information about guest appearances is not available.

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