Legacy Therapy
90 episodes - English - Latest episode: about 2 years ago -Dead people can wreak havoc on the living. Each Friday, join Stacey Golden-Lisnock, Your Financial Advocate, as her guests tell their unbelievable tales of life after the death of a loved one who did not plan well. Professional advice, tips, and resources from experts will be generously sprinkled into each podcast to help listeners navigate their journey to creating a stress-free legacy. If you've ever had the nagging feeling that it’s time to get your personal affairs in order “just in case”, then this podcast is a for you.
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Episodes
Encore: Legacy Mindset
June 10, 2022 14:00 - 31 minutes - 28.4 MBStacey chats with Tina BQ Tran who shares the story of her own mother who was afraid to plan for her death because she inherited the belief that by doing so she would be attracting her death to come quicker. Can you imagine trying to figure out what your loved one would want if they were in a coma for several months with no written instructions of their wishes? This work aims to make it so you’ll never be put in that position. To purchase the Emergency Info File course, please visit: ht...
Encore: Reverse Mortgage
June 03, 2022 14:00 - 37 minutes - 34.2 MBStacey chats with Don McCue today who is here to bust the myths surrounding reverse mortgages. Many people view a reverse mortgage as pretty binding, but that’s just not the case. You can still sell your house whenever you’d like, you can pass your home down to family members, etc. The only stipulation is the home must be a primary residence. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan To get in touch with Don McCue: 626-48...
Encore: Resilience Coach
May 27, 2022 14:00 - 35 minutes - 32.5 MBLee helps people determine and arrange what would make them comfortable at the end of their life. She discusses what a gift it is for family to not have to make hard decisions while their life is already feeling upside down. Key Takeaways: Lee has found in her work that the more people prepare for the inevitable, the less fear of the future they bring into their day-to-day life. Lee offers a six-week course that guides them through this process. Grief is never the same for two people. B...
Encore: Pack My Parents
May 20, 2022 14:00 - 37 minutes - 34.1 MBSharilin helps seniors (and their adult children) downsize in a delicate way. She understands the attachment that comes along with many items and she helps with gradually easing into letting belongings go. Key Takeaways: Sharilin specializes in delicately disposing of belongings to help seniors downsize. For example, old blankets get donated to animal shelters so they can have something snuggly. Nothing is ever wasted. A lot of people put off the daunting task of downsizing, but if you ca...
Encore: Mom's Gone - Now What?
May 13, 2022 14:00 - 26 minutes - 24.5 MBFrancesca shares the story of everything that transpired after her Mom unexpectedly passed away from an asthma attack when she was 13-years-old. Key Takeaways: If you are a parent, especially if you are a single parent, appropriate pre-planning is essential to ensuring your children will be taken care of if you pass away or become unable to take care of them. If you don’t pre-plan, they could become the victims of a very sad childhood. Give them the gift of the childhood they deserve by ...
Encore: Parent Awareness
May 06, 2022 14:00 - 40 minutes - 36.9 MBMelanie Prather Studer chats with Stacey about her work as a parenting mentor. Key Takeaways: Most people don’t prepare their legacy (Emergency Info File) because of procrastination and denial. If you are a parent with children under the age of 18, and you and your spouse both died tomorrow, would they know what to do? To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan To get in touch with Melanie: Website: https://www.parenting...
Encore: Caregiver Connection
April 29, 2022 14:00 - 35 minutes - 32.6 MBLisa Adams talks with Stacey about her work as an advocate and support system for caregivers. Key Takeaways: Most caregivers are between the ages of 30 and 64 27% of caregivers are between the ages of 15 and 29 Caregivers biggest struggle is juggling a full-time job and caregiving. When do they have time to focus on themselves? How can caregivers ask for help to avoid caregiver burnout? To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyour...
Encore: Life Facts
April 22, 2022 14:00 - 40 minutes - 37.5 MBStacey talks to Mary Greenlee about gathering life’s important facts for the inevitable transition. Mary got started in this work when her husband died within six days of being diagnosed with pancreatic cancer. After this happened, she was buried in a pile of paperwork because she had not only her own house to manage, but a law practice and five start-up businesses her husband had began. She now works to assist others in gathering their information and facts. She and Stacey have a lot in com...
Encore: Jeanne's Story
April 15, 2022 14:00 - 39 minutes - 35.9 MBJeanne Gormick is a long-time friend of Stacey’s and she is here today to tell her story. She and Stacey discuss the ins and outs of being prepared, from having the tough conversations with your loved ones to making sure your bills are on auto-pay. Key Takeaways: Automatic payments can be a lifesaver in the event that you end up in the hospital. Your bills will still be payed and you won’t have to worry about it. Adult children should develop the confidence to be more involved in their ol...
Encore: End of Life Help
April 08, 2022 14:00 - 32 minutes - 30.2 MBDr. Karen Wyatt and Stacey discuss Karen’s work in hospice care. After she lost her father to suicide, she was deeply hurting while ruminating over not being able to save him despite being a doctor. This catapulted an entire career shift where she realized she wanted to work in end-of-life care. She wanted to be able to help people determine how they would like to leave this world. She also comes away with some fascinating stories and tidbits of advice, which she shares with us today. Key T...
Encore: Forward Thinking
April 01, 2022 14:00 - 29 minutes - 26.8 MBRobin Quinn Keehn had the ideal situation. Her Dad was very well prepared, so by the time both of her parents passed away, it was an easy time for she and her brother. They knew exactly what they needed to do, who to call, how to get everything done after they had passed. It was a really lovely gift and an amazing testimony to the nature of this work. Robin is the founder of The Quitting Culture. She helps entrepreneurs & business owners get clear on their purpose, develop the mindset of fi...
Encore: Megan's Unexpected Story
March 25, 2022 14:00 - 29 minutes - 22.1 MBMegan Bozzuto received a phone call from her husband in Las Vegas while he was mid-stroke and unable to communicate. Upon her arrival at the hospital in Las Vegas, she was met with many unanswered questions and uncertain situations. She had to deal with insurance to get flights booked to transport him back to the hospital in Boston, arrange care for her children for several weeks while she stayed in Vegas with her husband, and more. This opened her eyes to the world of pre-planning and the b...
Encore: The 5 D's to Update Your Advance Directive
March 18, 2022 14:00 - 36 minutes - 33.5 MBMaggie Tinsley joins us to talk about My Living Voice, which is a secure, online platform that guides you through advance care planning. It gives users the opportunity to name their healthcare proxy, to clarify their treatment preferences, and helps them understand the various options and terminologies. After you name your healthcare proxy and treatment preferences, it allows you to make it a legal advance care directive in the state in which you reside. This document can then be shared with...
Encore: Pre-Planning Gift
March 11, 2022 15:00 - 24 minutes - 18.3 MBIn this episode, Renay Teper of Dignity Memorial discusses her work helping families make decisions and pre-plan their final arrangements. They touch on the fact that pre-arranging your final plans is NOT superstitious, but rather a gift to your loved ones. Key takeaways: Pre-planning your final arrangements is a gift to the living people you leave behind. Pre-planning does not mean you will pass away sooner, it just means that if anything unexpected were to ever happen, you are prepared ...
Encore: Guardianship Explained
March 04, 2022 15:00 - 34 minutes - 32 MBIn this episode, Laura Thatcher discusses the guardianship nomination process. She explores many different scenarios involving guardian appointment, the difference between a physical guardian and a financial guardian, etc. Be sure to grab a copy of Laura’s “How to Pick a Guardian” worksheet, information down below. Key takeaways: If you do nothing else, put in writing who you want to be the guardian of your children should something happen to you. Sign it and date it. Even better if you ca...
Encore: Ian's Mom
February 25, 2022 15:00 - 39 minutes - 35.9 MBIn this episode, Ian Blei talks about: Being prepared, not only for yourself but for your aging parents. Being aware of your parent’s financial situation before it escalates to something uncontrollable Assisting them in creating a budget that is manageable (an expense spreadsheet) Differentiating between controllable and uncontrollable expenses Key takeaways: Are you aware of your aging parent’s financial situation? Are they paying the bills? Are they still mentally present enough to...
Encore: Mom's Story Unfolded
February 18, 2022 15:00 - 34 minutes - 31.9 MBIn this episode, Jill Lublin shares a cautionary tale for anyone on the fence about legacy planning. They discuss all of the unforeseen hoops you may need to jump through to receive insurance benefits, unclaimed money, etc. if you don’t have it all explicitly laid out ahead of time. Get it together now, so things don’t go wrong later. Key takeaways: Don’t end up in a position like Jill’s without legal access to your loved one’s possessions. If you are someone’s adult child, it would be wi...
Encore: Transformational Grief
February 11, 2022 15:00 - 43 minutes - 40 MBIn this episode, Nancy Gordon talks about her Xolo dog named Toaster. Xolo’s are hairless dogs with a history of healing humans dating back 3500 years ago in Ancient Aztec culture. Toaster acted as a service animal, assisting Nancy in relieving her chronic pain. Nancy and Stacey discuss the love and bond that can exist between pets and their owners and how to navigate their grief when they experience the loss of their owner. They also discuss several options you may have to put a plan in ...
Encore: Riches To Rags
February 04, 2022 15:00 - 30 minutes - 27.6 MBIn this episode, PK Eastman talks about her experiences discovering the truth about her family’s finances. For years she was unaware of her financial standing because her husband handled that part of their life. She discovered that they were in over their heads between tax payments, debt, insurance policies, etc. She became scared, distrustful, stressed, worried. She lived meagerly in a condo for 3 years after her husband passed away and she lost their home. She was able to rebuild her ...
Encore: Whole Family Mentoring
January 28, 2022 15:00 - 32 minutes - 23.7 MBIn this episode, Lorrie Richins talks about: Speaking the language of what it’s like to survive emotional and physical trauma. She explores the idea that their are pearls within our painful and traumatic situations which make them valuable to us moving forward. It was not for nothing. Lorrie and Stacey discuss how important it is to leave a clear and easy path for your family if you become unable to make decisions or after you pass away. Key takeaways: It’s important for people to under...
Encore: Equity Share
January 21, 2022 15:00 - 25 minutes - 19.2 MBIn this episode, Mike Lyon discusses how important it is to think ahead. To put pieces into place so you don’t have to feel like you’re making decisions with a gun to your head later on. He opens our minds to another option we had not yet explored on the show: equity sharing. Mike talks about his work with homeowners investing in their properties to leverage a portion of that equity. When you buy a home and get the money through a lender, you essentially have a partner in the ownership of ...
Encore: Organized and Energized
January 14, 2022 15:00 - 35 minutes - 25.7 MBIn this episode, Kathi Burns talks about her work with individuals to help them downsize and release emotional attachment to all of the clutter around the house and in storage units: Kathi gives us attainable goals and tips to organize without getting burnt out. “Organized” is having a home for everything you own, with a ‘yard’ around it. You shouldn’t have to move things to grab items. Everything should have plenty of space to breathe! Key takeaways: The thing to do is to PRE-DETERMINE...
Encore: Navigating the Retirement Red Zone
January 07, 2022 15:00 - 41 minutes - 30 MBIn this episode, William Decker talks about the retirement RedZone: Stretch IRAs Roth conversions Passing wealth to the next generation Key takeaways: Retirement planning is about more than just returns Plans for legacy, longevity, lifestyle, and liquidity are important and even more so when making the transition from accumulation to the distribution phase of life. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan If you are i...
Encore: Living Benefits
December 31, 2021 15:00 - 32 minutes - 29.6 MBIn this episode, Ferlie Almonte talks about living benefits: Did you know you are able to accept 100% of your life insurance benefits while you are still alive, so long as you are living with a terminal illness and expected to die within 24 months? You can collect up to 2% of the face value every month for 50 months tax-free. Key takeaways: Understand your rights as a life insurance policyholder. You can’t plan when life will happen to you, but it does happen. Ferlie is offering listen...
Encore: SMART-sizing 55+
December 24, 2021 15:00 - 35 minutes - 32.7 MBIn this episode, Thomesa Lydon talks downsizing: If you leave a bunch of stuff for your loved ones to sift through after your gone, it can be incredibly difficult for them to part ways with even meaningless items. It feels like a piece of you and they don’t want to let go. Paying for the space to store a bunch of extra stuff can get expensive. Key takeaways: Start downsizing now. For yourself today, for your loved ones later. Do you actually use/need the items in your storage unit? T...
Encore: Essential Pre-Death Tax Tips
December 17, 2021 15:00 - 32 minutes - 28.1 MBIn this episode, Tatyana Bunich and Stacey Golden-Lisnock discuss: Essential pre-death tax tips Large inheritances and the unfortunate circumstances that can sometimes follow A look at the TAX part of an estate. Key takeaways: The ins and outs of inheriting homes, money, etc. If there’s no fighting or disagreements, you’re still looking at a minimum of 6 months before the beneficiary receives what was left to them. Often times, due to poor planning, the beneficiary can be an ex-spo...
Encore: Final Arrangements
December 10, 2021 15:00 - 38 minutes - 35.5 MBIn this episode, Sherri Bell and Stacey Golden-Lisnock discuss: Pre-planning for your own death in order to take care of the people you leave behind. Getting all of the paperwork done ahead of time to save your family money. Key takeaways: Sherri talks about the importance of understanding your options, being able to button up your plans, and ensuring that you don’t become a burden on your loved ones. When you pass away, you will leave a body behind. Do you have a plan in place for your...
Encore: Options in Dying
December 03, 2021 15:00 - 31 minutes - 29 MBIn this episode, Samantha Trad and Stacey Golden-Lisnock discuss: Patient-centered and patient-directed end of life care The California End of Life Option Act Aid in Dying medication Key takeaways: Important to note that there are certain medical organizations with religious affiliations such as Dignity Health where you will not have the full range of End of Life options because doctors are not allowed to practice them due to their ties with the church. In many cases, the medication is...
Encoure: Medicare Fraud
November 26, 2021 15:00 - 25 minutes - 23.6 MBIn this episode, Micki Nozaki and Stacey Golden-Lisnock discuss: Medicare Fraud How scammers are gaining access to seniors’ Medicare numbers over the phone The federal government estimates that we lose between $60-$90 BILLION per year to fraud waste and abuse, about 10% of what is spent on it. Key takeaways: Never give your Medicare number out over the phone Medicare will NEVER call you on the phone and ask for your number Medicare will NEVER try to sell you something on the phone...
Encore: Life Settlements Explored
November 19, 2021 15:00 - 29 minutes - 21.4 MBThe best time to have insurance is before you need it so that when you do need it, it’s already in place. At 4:24, Lisa goes in-depth about options you might have if you bought a term policy that you would be interested in selling. Investor groups are willing to pay cash today to buy the policy from you, they take over full responsibility including the monthly premium payments, and they become the beneficiary of the policy. This is an investment for them, so they aren’t looking to...
Encore: Are You Prepared For a Crisis?
November 12, 2021 15:00 - 35 minutes - 32.8 MBIn this episode, Stacey and Linda Fostek talk about how being prepared for life’s unexpected circumstances is truly an act of love for those close to you. If anything were to ever happen to you, being prepared gives them the gift of properly mourning instead of dealing with the nightmare of trying to get your affairs in order. If you’re ready to be prepared as an act of love to your family, follow this link to sign up for the waiting list of the Got It Together Now course, where Stacey w...
Encore: What's it All About?
November 05, 2021 14:00 - 24 minutes - 18.2 MBIf at all possible, listen to his podcast in its entirety. It will either be meaningful and have an impact or you will not see the value at all. I will leave that up to you. Please give feedback. If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. www.legacytherapypodcast.com If you are a service professional and would like to be a guest, please complete the Industry Professional Application www.legacytherapypodcast.co...
All The Reasons Why
September 24, 2021 12:00 - 35 minutes - 32.2 MBWhat comes to mind when you hear the word legacy? Is it financial? Is it a tangible item? Or is it a legacy of values? Stacey and Connie discuss the ins and outs of legacy and the huge gift you leave your family when you complete the Emergency Info File course. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan
Empress Rose Legacy
September 17, 2021 12:00 - 27 minutes - 25.3 MBErica Ruffin Marshall is a woman of God, a proud mother, businesswoman, author, and the second Black American female police sergeant in the history of the Miami Beach Florida Police Department. She worked for 18 years as a police officer before retiring as a sergeant. Erica Marshall loves to travel to different countries and explore new experiences. She is also very active in community services and homeless outreach. Erica loves to give, teach, uplift, and inspire people of all ages and ...
Are You Listening?
September 10, 2021 12:00 - 24 minutes - 22.8 MBAllan’s career is distinguished by being among 3% of professional coaches in the International Coach Federation (ICF) to receive the Master Certified Coach (MCC) designation. Allan has more than 25 years of experience impacting top-performing teams and individuals in corporate settings ranging from startups to Fortune 50 companies. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan To get ahold of Allan: questage.com
Divorce Issues & Legacy
September 03, 2021 12:00 - 27 minutes - 25 MBMardi Winder-Adams is an ACC and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, and a Credentialed Distinguished Mediator in Texas. She is the founder of Positive Communication Systems, LLC, focusing on conflict resolution, professional training, and coaching services. Over the last two decades, Mardi has helped hundreds of women navigate separation and divorce to reduce the emotional and financial costs of these life-changing events. To purchase the Emergency In...
Life Assurance
August 27, 2021 12:00 - 41 minutes - 38 MBAnna Felix is a California native and Smart Money Strategist. Her passion is empowering women in their finances. Because of her life experience, She wants to make sure that families are protected and ready for any of life's obstacles Her background is in education and linguistic intelligence. Her roles as wife, mother, interpreter, business consultant, and business owner were fulfilling and brought her happiness. When she became a widow in 2010, she felt that she needed to become more finan...
Medicare ABCD
August 20, 2021 12:00 - 43 minutes - 40 MBAndy Hone walks Stacey through the many options available for health insurance and how they differ from each other. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan Reach out to Andy Hone: AHIP247.com 626-202-2202
Your Voice From the Grave
August 13, 2021 12:00 - 27 minutes - 25.4 MBStacey chats with Connie who shares some mind-opening stories about what can go wrong and how much money can be lost for your loved ones when you’re not properly prepared. One example she shares is of Prince, whose estate took over three years to settle after his death because he had never done any financial planning. She also shares a few personal stories of how she and her husband set up their trust for their two children in the event they should both die. Connie brings much energy to this...
Oh Brother!
August 06, 2021 12:00 - 27 minutes - 25.3 MBStacey chats with Jeff Krolosky about his brother’s life-changing stroke. He walks us through how he handled the aftermath tying up the loose ends from his business, his apartment, his whole life. He also shares bits of information from his work in the field of reverse mortgages. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan
Legacy Mindset
July 30, 2021 12:00 - 31 minutes - 28.4 MBStacey chats with Tina BQ Tran who shares the story of her own mother who was afraid to plan for her death because she inherited the belief that by doing so she would be attracting her death to come quicker. Can you imagine trying to figure out what your loved one would want if they were in a coma for several months with no written instructions of their wishes? This work aims to make it so you’ll never be put in that position. To purchase the Emergency Info File course, please visit: ht...
Reverse Mortgage
July 23, 2021 12:00 - 37 minutes - 34.2 MBStacey chats with Don McCue today who is here to bust the myths surrounding reverse mortgages. Many people view a reverse mortgage as pretty binding, but that’s just not the case. You can still sell your house whenever you’d like, you can pass your home down to family members, etc. The only stipulation is the home must be a primary residence. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan To get in touch with Don McCue: 626-48...
Overwhelm
July 16, 2021 12:00 - 11 minutes - 10.5 MBDo you know you need to get this work done but feel overwhelmed when you think about where to start? The Emergency Info File is right for you. If you want to leave your loved ones a stress-free legacy, this is the place to get it done from start to finish. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan
Denial
July 09, 2021 12:00 - 15 minutes - 14.1 MBAre you in denial? Someone in denial cannot see the truth as reality. Stacey touches on how the Emergency Info File course can help someone in denial. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan
Procrastination
July 02, 2021 12:00 - 11 minutes - 10.1 MBAre you ready to be prepared for the unexpected? Stacey designed the Emergency Info File course to ensure your peace of mind so you know you are covered no matter what. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan
It's Not Your Fault
June 25, 2021 12:00 - 11 minutes - 10.5 MBAre you ready to be prepared for the unexpected? Stacey designed the Emergency Info File course to ensure your peace of mind so you know you are covered no matter what. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan
Why Do I Care?
June 18, 2021 12:00 - 12 minutes - 11.9 MBWould your family know what to do if you didn’t make it home tomorrow? Would they fight if they didn’t agree on how to proceed because you didn’t leave clear instructions? By failing to prepare, you are preparing to fail (your family). To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan
Do You Believe?
June 11, 2021 12:00 - 10 minutes - 9.89 MBThe time to get things prepared and in order is when you’re mentally and physically sharp. In other words, the time to get things prepared and in order is NOW. The key is not to prioritize what’s on your schedule but to schedule your priorities. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan
Statistics Don't Lie
June 04, 2021 12:00 - 12 minutes - 11 MBToday Stacey discusses the 100% guarantee that every person on this planet will die at some point. The Emergency Info File course is designed to help you be in control of your legacy when the time eventually comes. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan
Your Emergency
May 28, 2021 12:00 - 9 minutes - 8.75 MBToday Stacey discusses her own personal emergency that led her into this work. She discusses the main reason most people don’t complete this life changing work: they think they have time. Time is guaranteed to no one. There is no such thing as getting this done too early, but there is such a thing as being too late. To purchase the Emergency Info File course, please visit: https://www.gotittogethernow.com/pickyourplan