Cover art for podcast The MoneyPot

The MoneyPot

94 EpisodesProduced by Rachel Morrissey, Roland Bodenham, Sanjib Kalita,Website

Welcome to The Moneypot, the podcast from Money20/20.   Money is Changing.   Know More.


Estate Planning is the New Black Reprise

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 and white people.    Did you know that Aretha Franklin died without a will?     Why would a woman that empowered not have something so many consider part of basic financial planning?    One word-  TRUST.   Research shows that fintech is building trust with minority communities, particularly the black community.   We talk about what problems this creates, and speak with Cody Barbo, CEO of Trust&Will about his ideas around a solution.

Guest: Cody Barbo, CEO, Trust & Will
Hosts: Monique Ruff-Bell, Event Director, Money20/20 USA
Rachel Morrissey, Content Producer, Money20/20
Producers: Roland Bodenham, Senior Video Editor, Ascential
Rachel Morrissey, Content Producer, Money20/20
Additional Information on the need to protect generational property rights and how minorities are particularly vulnerable:

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