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.
Homepage Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Your Legacy
May 21, 2021 12:00 - 11 minutes - 10.2 MBToday Stacey discusses examples of positive and negative legacies and shares testimonials from individuals who have completed the Emergency Info File online course. Key Takeaways: Words that come to mind when we think of legacy: money, gifts, possessions. A lasting legacy will be about the actions that you took during your life and how they affect the people who remember you. You may think that you have time to get your final affairs in order, but tomorrow is never guaranteed. There is n...
College Talk
May 14, 2021 12:00 - 42 minutes - 38.7 MBDenise coaches parents on guiding their children toward a life of financial freedom by planning in advance for a debt-free degree. Student loans are designed to make money, they are not intended to be paid off quickly. Denise helps you find a way around that with intentionally applying for scholarships from as early as kindergarten. Key Takeaways: College doesn’t have to be a DEBT sentence! 30% of college students graduate annually without college debt. If they can do it, you can do it t...
Resilience Coach
May 07, 2021 12:00 - 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...
Pack My Parents
April 30, 2021 12:00 - 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...
Mom's Gone - Now What?
April 23, 2021 12:00 - 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 ...
Found Money
April 16, 2021 12:00 - 32 minutes - 30.2 MBKarla comes on the show to share her vast knowledge with Stacey about helping people find money via their taxes. Key Takeaways: What differentiates your business that is going to entice someone to buy it? Karla can help businesses get money back on upgrades they’ve made throughout the year. Have you hired people? You qualify to save money. Karla’s work does not cost you any money. She simply takes a percentage of the savings she finds for your company. It’s a win-win for everybody! Jus...
Parent Awareness
April 09, 2021 12:00 - 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...
Caregiver Connection
April 02, 2021 12:00 - 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...
Life Facts
March 26, 2021 12:00 - 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...
Highlights Part 3
March 19, 2021 12:00 - 11 minutes - 10.9 MBStacey looks back on season 1, discusses some of her favorite moments and topics with her guests, and shares some of the gushing reviews from beta participants of the Emergency Info File course. Welcome to Season 2! Key Takeaways: A stress-free legacy is the best gift you could give your loved ones. The Emergency Info File course is finally on the market, so there is no better time than NOW. There is no such thing as getting this done too early, but there is such thing as being too late....
Highlights Part 2
March 12, 2021 13:00 - 10 minutes - 64.1 MBStacey looks back on season 1, discusses some of her favorite moments and topics with her guests, and shares some of the gushing reviews from beta participants of the Emergency Info File course. Welcome to Season 2! Key Takeaways: A stress-free legacy is the best gift you could give your loved ones. The Emergency Info File course is finally on the market, so there is no better time than NOW. There is no such thing as getting this done too early, but there is such thing as being too late....
Highlights Part 1
March 05, 2021 13:00 - 16 minutes - 14.9 MBStacey looks back on season 1, discusses some of her favorite moments and topics with her guests, and shares some of the gushing reviews from beta participants of the Emergency Info File course. Welcome to Season 2! Key Takeaways: A stress-free legacy is the best gift you could give your loved ones. The Emergency Info File course is finally on the market, so there is no better time than NOW. There is no such thing as getting this done too early, but there is such thing as being too late....
Help for Divorced Dads
February 26, 2021 13:00 - 40 minutes - 36.8 MBJude is a divorced, single father of three daughters and describes his divorce and the subsequent years as a case study in facing and overcoming the most difficult challenges in learning to thrive after divorce including the court process, parenting skills, co-parenting, dating with kids, and more! Key Takeaways: Men experience divorce differently than women and there are not nearly as many resources for them as there are for women. His goal is to provide guidance and start the conversati...
Trusts & Estate Planning
February 19, 2021 13:00 - 41 minutes - 37.7 MBJudith Sack joins us today to explain estate planning. From wills to digital assets to password keepers, Judith and Stacey cover a lot of ground. Key Takeaways: If you use a password keeper for your “digital assets,” be sure to write that master password down and let a trusted individual know of it for easy access when needed. Otherwise, it could take years for them to get in! A trust is the big overarching document, think creating a corporation for yourself. A trust can manage where you...
Jeanne's Story
February 12, 2021 13:00 - 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...
End of Life Help
February 05, 2021 13:00 - 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...
Forward Thinking
January 29, 2021 13:00 - 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...
Megan's Unexpected Story
January 22, 2021 13:00 - 30 minutes - 27.5 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...
The 5 D's to Update Your Advance Directive
January 15, 2021 13:00 - 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...
Pre-Planning Gift
January 08, 2021 13:00 - 24 minutes - 22.8 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 ...
Guardianship Explained
January 01, 2021 13:00 - 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...
Ian's Mom
December 25, 2020 13:00 - 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...
Mom's Story Unfolded
December 18, 2020 13:00 - 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...
Transformational Grief
December 11, 2020 13:00 - 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 ...
Riches To Rags
December 04, 2020 13:00 - 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 ...
Whole Family Mentoring
November 27, 2020 13:00 - 32 minutes - 29.7 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...
Equity Share
November 20, 2020 13:00 - 25 minutes - 23.7 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 ...
Organized and Energized
November 13, 2020 13:00 - 36 minutes - 33 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...
Navigating the Retirement RedZone
November 06, 2020 13:00 - 41 minutes - 38.2 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/eif If you are interested...
Living Benefits
October 30, 2020 12:00 - 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...
SMART-sizing 55+
October 23, 2020 12:00 - 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...
Essential Pre-Death Tax Tips
October 16, 2020 12:00 - 32 minutes - 29.5 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...
Final Arrangements
October 09, 2020 12:00 - 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...
Options in Dying
October 02, 2020 12:00 - 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...
Medicare Fraud
September 25, 2020 12:00 - 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...
Life Insurance Stories
September 18, 2020 12:00 - 42 minutes - 38.9 MB“Life insurance creates an estate in an instant.” If you have life insurance, even if you were living to paycheck to paycheck, your family will have the money they need to go on. This is not a “get rich quick” scheme, this is a “protect your family against the odds” opportunity. If something were to ever happen to you, life insurance ensures that your family will never be floundering financially in the midst of mourning the loss of you. At 13:00, Stacey discusses the value of completi...
Life Settlements Explored
September 11, 2020 12:00 - 29 minutes - 27 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...
Are You Prepared For a Crisis?
September 04, 2020 12:00 - 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...
What's it All About?
August 28, 2020 14:22 - 25 minutes - 23 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...
Legacy Therapy
August 07, 2020 18:57 - 11 minutes - 11 MBStacey gives her accomplishments so you can feel confident that she is an expert in being prepared and helping you to get things together. She tells her background and how she got to become a podcast host on this subject. This show is for people that are concerned and interested in being better prepared, want to get their affairs in order, and will benefit from hearing real-life stories and the tips and resources of experts. This podcast will air each week on Friday. Stacey explains why ...