Skip to Content

MoneyPot - Placeholder image New Size

Where to listen

podcast apple  podcast radio public  podcast spotify  podcast  podcast stitcher  podcast tunein

Estate Planning is the New Black

For grim reasons, the estate planning business boomed during the early days of the pandemic. Access demanded a completely digital approach that allowed for highly informed decision making and legally binding documentation. But there is another barrier that needs to be broken- the notion that Wills and Planning are only for wealthy people. This week, we talk about what problems this creates, and speak with Cody Barbo, CEO of Trust & Will about his ideas around a solution.

Producers: Roland Bodenham, Senior Video Editor, Ascential
Rachel Morrissey, Content Producer, Money20/20 USA

Hosts: Monique Ruff-Bell, Event Director, Money20/20 USA
Rachel Morrissey, Content Producer, Money20/20 USA

Guests: Cody Barbo, CEO, Trust & Will

Listen and subscribe