The Essential Guide to Estate Planning in 2024: Securing Your Legacy
Estate planning is an often overlooked but vital aspect of financial management. It’s not just for the wealthy or the elderly; it’s a crucial process that most everyone, regardless of age or wealth, should consider. Estate planning empowers individuals to protect their assets, provide for their loved ones, and ensure their legacy endures. Estate planning […]
PODCAST-Happiness in Hard Work: The Passion Hypothesis
Join Jacob as he is joined by Adam Spector, a father, partner, multi-time business founder and investor.
In this week’s episode Jake and Adam discuss 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 preserve it. We will discuss the sacrifices and choices made every day by families and individuals looking to achieve this balance and find out exactly why there is freedom found in hard work.
PODCAST-Supporting Success, Successful Support
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 […]
PODCAST-Julie’s Story
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 […]
PODCAST-Exit Velocity: When Life Takes Off
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 […]
PODCAST-Real Life Events and why an estate plan is crucial
Today Jake Murphy 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.
Safeguarding Your Legacy: Women’s Guide to Estate Planning
Introduction Estate planning is a powerful tool that allows individuals to protect their assets, provide for their loved ones, and leave a lasting legacy. For women, estate planning takes on added significance due to unique life circumstances and roles they often play as caregivers, breadwinners, and nurturers. In this comprehensive guide, we will explore the […]
Leading with Love: Women’s Perspectives on Estate Planning Through Life’s Changes
Introduction Estate planning is a profound act of love. It’s about more than just assets and finances; it’s a way for individuals to care for their loved ones and secure their legacy. This article explores the unique perspectives of women on estate planning as they navigate life’s inevitable changes. From early adulthood through motherhood and […]
Wealth Wisdom: Female-Led Estate Planning for Every Milestone
Introduction Estate planning is an essential aspect of financial management that empowers individuals to take control of their assets, protect their loved ones, and secure their legacy. For women, in particular, estate planning is crucial due to the unique financial challenges and life milestones they often encounter. In this article, we will explore the significance […]
Empowering Women: Navigating Life’s Transitions Through Estate Planning
Introduction Estate planning is a crucial process that allows individuals to make informed decisions about the distribution of their assets, ensuring their loved ones are taken care of after their passing. For women, in particular, estate planning takes on added significance, as they often face unique challenges and transitions throughout their lives. In this article, […]