Legacy Therapy: Recent Episodes
Stacey Golden-Lisnock
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.
Stacey 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:
https://www.gotittogethernow.com/pickyourplan
Get in touch with Tina:
quintessentialenergyfocus.com
Stacey 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:
626-482-9771
Lee 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.
- Be kind to yourself, there is no right way to grieve. However you’re grieving, it’s ok!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Sharilin 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 can do it yourself (or with help), you won’t leave the burden to others.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
To get in touch with Sharilin, please visit:
packmyparents.com
info@packmyparents.com
714-388-6304
Francesca 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 ensuring they won’t have to be involved in a custody battle or foster care, no matter what.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Melanie 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.parentinghighschoolers.com
Facebook: https://www.facebook.com/parentinghighschoolers
Instagram: https://www.instagram.com/parentinghighschoolers
Youtube: https://www.youtube.com/channel/UC7T_-4m6MjUwc8hln4ShjrQ
Email: mel@parentinghighschoolers.com
Podcast: https://parentinghighschoolers.com/podcast/
Lisa 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/pickyourplan
To connect with Lisa Adams:
Website: heart.support
Facebook: Lisa Adams Coaching
Join the private Facebook Group: Caregiver Connection Support Group
Email: Lisa@heart.support
Stacey 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 common and it shows throughout this conversation.
Key Takeaways:
- The greatest gift you can leave for your loved ones is an easeful, organized death. You want them to be able to focus on people, NOT paperwork during such a difficult time.
- Do not put all of your faith in an expert such as an attorney. It is up to YOU to make sure you’ve Got It Together.
- The goal is to keep all of your information FASS - Fireproof, Accessible, Safe, and Secure.
- Even if you don’t have anyone that you’d like to leave your money or assets to, why not leave it to a charity or someone deserving of that gift? If you don’t designate someone, the state will just take it. Is that truly what you would want?
- This work is like a thousand piece puzzle. It doesn’t get done in a day, you come back the next day and the next day after that.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
To get Mary’s book, please visit:
www.lifefactsbook.com
Jeanne 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 older parent’s bills and finances to understand what is going on / what would need to be done if something were to happen.
- COVID has been an eye-opener in terms of being pre-prepared for the unexpected.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
Dr. 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 Takeaways:
- When surveyed, the majority of people say they would prefer to die in their home as opposed to dying in the hospital. And yet, the majority of people die in the hospital. This is because they don’t pre-plan or make their wishes clear.
- Pre-planning is truly a gift for your family. You save them from all the extra work, stress and possible conflict as they are grieving the loss.
- Roughly only 1 in 3 people have completed an Advance Directive. Don’t let your end of life care be up to fate, make those decisions today. It’s never too early, but it could be too late.
Get in touch with Dr. Karen Wyatt:
eoluniversity.com
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
Robin 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 finishing strong, and take intentional action to reach their most personal goals.
Key Takeaways:
- It was a gift for Robin to be able to cope with the loss of her parents without having to deal with all of the other side effects. You can leave this same gift for your loved ones.
- Robin has a client who has been dealing with her Dad’s estate for over 6 years. This is a REAL problem that can become a REAL burden. Don’t let it be that way!
Check out Robin’s work at QuittingCulture.com
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Megan 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 blessing that it is when you’re put in a stressful, emergent situation.
Key Takeaways:
- This course and planning are not just for what happens if die. It’s also for planning what happens in an emergency health situation where you are unable to communicate or make decisions for yourself.
- If you continuously put this planning off, the sense of urgency of it will wane. Until it’s too late. Sign up today!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Maggie 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 your loved ones or your medical team. My Living Voice takes all of the guesswork out of this process. You can even select which states you’d like it to be valid in.
Key Takeaways:
- Some states require a notary for an advance directive to be valid
- In some states, the witness cannot be the person named as your healthcare proxy
- My Living Voices will take you through the process step by step (including filling you in on the state by state information/differences as mentioned above)
- Your gut reaction might be to designate your spouse or someone close to you as your healthcare proxy. It’s important to have a conversation with them to ensure they would be able to make tough decisions, despite being emotionally involved. It’s also important to ensure they would honor your wishes.
- This can be personalized completely, down to what music you want to be played, how warm you like it to be, who you DON’T want present, etc.
To access the resources discussed by Maggie today, please visit:
MyLivingVoice.com
VitalDecisions.net
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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 and your family would be able to mourn without having to make many hard decisions.
- Pre-planning will also give you the peace of mind of knowing you will be buried where you’d like to be, your ashes will be spread somewhere you love, etc.
- NOW is the best time to plan.
Renay Teper’s Contact Information:
To have a free conversation with Renay about your final resting wishes, please feel free to give her a call at 949-939-6751 or send an email to: Renay.Teper@dignitymemorial.com
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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 can get it notarized.
- If you and your spouse can’t agree on a guardian for your children, just create your own lists separately. That is much better than having no one designated and risking your kids ending up in Child Protective Services.
- Contrary to popular belief, a child’s godparent is NOT legally the automatic guardian if something happens.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
CLICK HERE for Laura’s Choosing a Guardian For Your Child worksheet!
Laura’s Website and Contact Info:
www.thatcherlawgroup.com
310-305-4646 (text or call)
Laura@thatcherlawgroup.com
In 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 keep up with everything?
- It is so important to make sure systems are in place BEFORE they can no longer be deemed competent enough to designate you to be responsible for their financial decisions
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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 wise to ensure your parents have a plan in place to prevent potential burdens later on.
- Get it together NOW.
- Jill is offering a free masterclass on publicity to help you get your message out! See below for details.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Jill’s FREE masterclass on publicity to help you get your messaging correct and out into the world:
jilllublin.com/publicity
Click here to join her kindness group which works to spread happiness and positivity:
jilllublin.com/yearofkindness
In 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 place for what will happen to your pet if something should happen to you.
Key takeaways:
- Don’t leave your pet without a plan.
- Having a plan already in place for your pet will be one burden you take off of the people you leave behind.
- Closure is one of the biggest keys to navigating through grief smoothly, for our pets as well.
- When you experience loss, it’s important to deal with the feelings. Whatever they might be: grief, anger, depression, etc. You won’t stay stuck in!
- There is a bonus module in the Emergency Info File Course designated to pets and what will become of them when you are no longer able to care for them.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
To watch Nancy Gordon and Toaster featured on Animal Planet:
https://nancygordonglobal.com/featured-on-animal-planet
Contact Nancy:
nancy@nancygordonglobal.com
Email Nancy and mention the podcast to receive a 30-minute complimentary consultation
In 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 life, however she cautions our listeners to take preventative steps to avoid going through what happened to her.
Key takeaways:
- Don’t be embarrassed to ask for help in understanding your finances. It could help you prevent getting in over your head later on down the line!
- Anger is always the outward expression of inner feelings. Such as tired, hurt, afraid, hungry, etc.
- You can bounce back!
- If you are in the dark about your finances, it’s very important to take hold of that and get in-the-know!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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 understand and recognize: When people are experiencing PTSD, it will come after you feel like you’re in a safe environment.
- It’s important to stop toxic and harmful patterns of behavior before building new patterns.
- Your power lies in what you can do for yourself NOW.
- Parents: be approachable. Open doors and allow your children to be able to tell you anything. Be willing to give them the support that they deserve.
- Do whatever you can do to simplify things for your loved ones while on this earth but especially after you go to spare them from experiencing the trauma of trying to handle everything.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Lorrie’s information:
Her book - Fortified: 10 Strategies to Strengthen Your Family and Live a Meaningful Life
Lorrie is offering a free chapter and a free session with her as a life coach to Legacy Therapy listeners.
Receive the free chapter and free session by visiting wholefamilymentoring.com and emailing her. Be sure to mention you are a Legacy Therapy listener!
In 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 that property and you’re expected to make monthly payments.
- Equity sharing is similar, but instead of having a lender as the partner any making monthly payments to them, the equity share investor is hoping to share a portion of the appreciation of that property in the next 30 years.
- Short term scenario: someone is looking to refinance their home. But they’re running into the hurdle of having a lot of debt (student loans, car loans, etc.). The loan officer turns them down, but refers them to someone like Mike. He provides a point agreement that pays off all of that debt, their credit score has gone up dramatically, at this point they are able to do the refinance, they get a lower rate and pay off the equity share.
Key takeaways:
- There’s never a bad time to become educated about what’s available to you, even in times of uncertainty.
- Especially if you feel uncertain, open up your mind to all of the opportunities available to you.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Mike’s contact information:
mlyon@point.com
925-548-5157
www.point.com
In 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 all of the decisions that will need to be made once you are gone.
- Don’t feel like you need to keep something just because your loved one kept it for 30 years. It’s the thought, not the thing.
- You shouldn’t have to be burdened by an item, there should be no guilt around letting something go.
- Convert any film you want to save that you have sitting around, because film doesn’t last.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
To receive a free copy of “How to Master Your Muck”:
https://my.organizedandenergized.com/free
In 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 interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
William Decker’s information:
decker@ft.newyorklife.com
951-970-4445
In 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 listeners of the Legacy Therapy Podcast 30 minutes of life coaching by calling 201-994-5617. Just mention Stacey and this offer will be honored! Thank you Ferlie!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Ferlie’s Amazon best-selling book:
Empowering Transformations for Women
To take advantage of Ferlie’s offer to LTP listeners, please call 201-994-5617 and mention Stacey!
In 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?
- Text the word SMART to 602-456-1976 to access the resource center for seniors.
- You can receive a checklist to help you get started so it isn’t overwhelming.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
To contact Thomesa:
Text the word SMART to 602-456-1976 to access the resource center for seniors.
In 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-spouse if they never took the time to update it.
- The importance of understanding what potential mistakes are in your estate because you don’t know any better and/or lack the proper guidance.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
To reach out to Tatyana Bunich:
Mainline - 410-908-9293
Website - www.financial1wmg.com
In 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 body? Depending on where you die, transporting a body can get very expensive. Do you have plans in place for that?
- Don’t fall victim to the mindset that “everything is already taken care of.”
- You can save up to 75% if you choose to be cremated versus being buried, if that is in line with your wishes.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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 not used but it is the peace of mind of knowing there is an option should the terminally ill person’s suffering escalate.
- There are locations to return the lethal dose of Aid in Dying medication and advice on how to correctly dispose of it should you decide not to use it.
- In California, Medicare DOES cover the Aid in Dying medication.
- Medical Aid in Dying IS NOT assisted suicide. It is utilized when a terminally ill person who is given a prognosis of six months or less to live who is mentally capable can request medication to self-ingest to bring about a peaceful death.
Find Compassion and Choices on Facebook:
https://www.facebook.com/CompassionandChoices
Website:
https://compassionandchoices.org/
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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
- Medicare will NEVER show up at your home
If you have further questions or you think you’ve been involved in a Medicare scam, please call Micki at the toll-free hotline for California Senior Medicare Patrol: (855) 613-7080
https://drive.google.com/file/d/1JKbbIHNBLPd2KHdBxW8B6OciyMOkAkgH/view?usp=sharing
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
The 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 buy a term policy that will end. BUT most term policies have a conversion option which will turn them into a permanent policy which is exactly what these investors go after.
Organizing your insurance policies will be one of several topics covered in the upcoming Got It Together Now course, which will guide you toward leaving a stress-free legacy for your loved ones in the event something happened to you.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/get-interviewed?rf=false
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/get-interviewed?rf=false
If you are interested in contacting Lisa Rehburg or learning more about her work, please call, email, or visit her website:
Phone: 714-349-7981
Email: lrehburg@aol.com
Website: www.rehburglifesettlements.com
In 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 will take you through each step of having a plan in place:
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/get-interviewed?rf=false
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/get-interviewed?rf=false
Check out the Linda Fostek Show at http://boldbravemedia.com/shows/the-linda-fostek-show/ which airs every Tuesday night at 9 PM ET.
Linda’s Website: TheCrisisPlanner.com
If 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.com
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
Sound Engineer and Editor: Bill Lorenz
Randee Marlin: Contributor
BenSound:A New Beginning
What 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
Erica 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 backgrounds to reach their goals. When she is home, she enjoys gardening.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
To get ahold of Erica:
https://www.facebook.com/Empress-Rose-Legacy-103346448687384
https://www.instagram.com/empressroselegacy/
Links to the Book: The Birth Of Empress Rose; I Want To Live And Love Again. Book and Workbook
Empress Rose Legacy: www.empressroselegacy.com
Google: https://www.google.com/books/edition/The_Birth_of_Empress_Rose_Workbook/Kgc7EAAAQBAJ?hl=en&gbpv=0
Dorrance: https://bookstore.dorrancepublishing.com/the-birth-of-empress-rose-i-want-to-live-again/
Amazon: https://www.amazon.com/Birth-Empress-Rose-Workbook-Again/dp/1636611761/ref=sr_1_1?dchild=1&keywords=9781636611761&linkCode=qs&qid=1628608400&s=books&sr=1-1
Barnes & Noble: https://www.barnesandnoble.com/w/the-birth-of-empress-rose-workbook-erica-ruffin-marshall/1139885165?ean=9781636611761
IndieBound Books: https://www.indiebound.org/book/9781636611761
Books-A-Million: https://www.booksamillion.com/product/9781636611761
Allan’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
Mardi 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 Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
To get ahold of Mardi:
divorcecoachforwomen.com
Get a free divorce planning consultation!
Anna 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 financially savvy. Her search left her feeling that there had to be better information. She decided to turn her pain into purpose, and today she empowers her clients with financial strategies that will make them financially bulletproof.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Get in Touch with Anna Felix:
https://www.instagram.com/afelixsmartmoney/
https://www.facebook.com/afelixsmartmoney
Feel free to DM Anna, she does not charge for an initial conversation to get started with some general information :)
Andy 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
Stacey 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 episode and we know you’ll love listening to her talk!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Stacey 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
Stacey 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:
https://www.gotittogethernow.com/pickyourplan
Get in touch with Tina:
quintessentialenergyfocus.com
Stacey 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:
626-482-9771
Do 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
Are 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
Are 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
Are 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
Would 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
The 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
Today 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
Today 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
Today 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 no such thing as getting this work done too early, but it can be too late.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Denise 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 too. It takes planning, but you CAN do it!
- You should never pay to apply for a scholarship.
- Scholarships begin as early as kindergarten. There is no such thing as too early!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
To get in touch with Denise:
Website: https://GetAheadOfTheClass.com
Facebook Group: https://www.facebook.com/groups/ParentsTalkCollegeAndScholarships
Youtube: https://www.youtube.com/channel/UCkuItB4TG32sauvocyyJDpQ
Podcast: https://podcasts.apple.com/us/podcast/debt-free-degree/id1527024935
Linkedin: https://www.linkedin.com/in/denisethomasdebtfreecollege/
Pinterest: pinterest.com/deniseldthomas
Instagram: @getaheadoftheclass
Clubhouse: @denisethomas
Lee 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.
- Be kind to yourself, there is no right way to grieve. However you’re grieving, it’s ok!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Sharilin 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 can do it yourself (or with help), you won’t leave the burden to others.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
To get in touch with Sharilin, please visit:
packmyparents.com
info@packmyparents.com
714-388-6304
Francesca 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 ensuring they won’t have to be involved in a custody battle or foster care, no matter what.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Karla 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!
- Just because you have a CPA, don’t assume they are searching for these tax incentives. It’s a highly different specialty and Karla partners with CPAs to bring your taxes full circle.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
To get in touch with Karla:
Phone number (call): 888-383-3068
Phone number (text): 951-333-2080
Email: kmld@imiassetmanagementco.com
Website: www.imiassetmanagementco.com
Facebook: www.facebook.com/IMIAssetManagement/
Melanie 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.parentinghighschoolers.com
Facebook: https://www.facebook.com/parentinghighschoolers
Instagram: https://www.instagram.com/parentinghighschoolers
Youtube: https://www.youtube.com/channel/UC7T_-4m6MjUwc8hln4ShjrQ
Email: mel@parentinghighschoolers.com
Podcast: https://parentinghighschoolers.com/podcast/
Lisa 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/pickyourplan
To connect with Lisa Adams:
Website: heart.support
Facebook: Lisa Adams Coaching
Join the private Facebook Group: Caregiver Connection Support Group
Email: Lisa@heart.support
Stacey 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 common and it shows throughout this conversation.
Key Takeaways:
- The greatest gift you can leave for your loved ones is an easeful, organized death. You want them to be able to focus on people, NOT paperwork during such a difficult time.
- Do not put all of your faith in an expert such as an attorney. It is up to YOU to make sure you’ve Got It Together.
- The goal is to keep all of your information FASS - Fireproof, Accessible, Safe, and Secure.
- Even if you don’t have anyone that you’d like to leave your money or assets to, why not leave it to a charity or someone deserving of that gift? If you don’t designate someone, the state will just take it. Is that truly what you would want?
- This work is like a thousand piece puzzle. It doesn’t get done in a day, you come back the next day and the next day after that.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
To get Mary’s book, please visit:
www.lifefactsbook.com
Stacey 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.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Stacey 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.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Stacey 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.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Jude 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 conversation!
- Find somebody to talk to. It’s ok to have someone to help you through your divorce!
- Mindset is everything. Jude and his work are dedicated to helping you maintain a mindset for success and ease throughout the process.
Get in touch with Jude:
www.TheDivorcedDadvocate.com
720-255-1021
Jude@TheDivorcedDadvocate.com
Reach out to take advantage of your free consultation!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
Judith 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 live, who makes financial decisions relating to your healthcare, etc.
- Every year is a good year to review what’s in your trust: updating bank account information, beneficiaries, etc.
- With the Emergency Info File course, you will get all of this squared away and leave a stress-free legacy!
Get in touch with Judith Sack:
Website: Jmsack.com
Email: jmsack@sbcglobal.net
Phone: 818-914-0668
Reference Stacey and the Legacy Therapy Podcast
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
Jeanne 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 older parent’s bills and finances to understand what is going on / what would need to be done if something were to happen.
- COVID has been an eye-opener in terms of being pre-prepared for the unexpected.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
Dr. 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 Takeaways:
- When surveyed, the majority of people say they would prefer to die in their home as opposed to dying in the hospital. And yet, the majority of people die in the hospital. This is because they don’t pre-plan or make their wishes clear.
- Pre-planning is truly a gift for your family. You save them from all the extra work, stress and possible conflict as they are grieving the loss.
- Roughly only 1 in 3 people have completed an Advance Directive. Don’t let your end of life care be up to fate, make those decisions today. It’s never too early, but it could be too late.
Get in touch with Dr. Karen Wyatt:
eoluniversity.com
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
Robin 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 finishing strong, and take intentional action to reach their most personal goals.
Key Takeaways:
- It was a gift for Robin to be able to cope with the loss of her parents without having to deal with all of the other side effects. You can leave this same gift for your loved ones.
- Robin has a client who has been dealing with her Dad’s estate for over 6 years. This is a REAL problem that can become a REAL burden. Don’t let it be that way!
Check out Robin’s work at QuittingCulture.com
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Megan 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 blessing that it is when you’re put in a stressful, emergent situation.
Key Takeaways:
- This course and planning are not just for what happens if die. It’s also for planning what happens in an emergency health situation where you are unable to communicate or make decisions for yourself.
- If you continuously put this planning off, the sense of urgency of it will wane. Until it’s too late. Sign up today!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Maggie 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 your loved ones or your medical team. My Living Voice takes all of the guesswork out of this process. You can even select which states you’d like it to be valid in.
Key Takeaways:
- Some states require a notary for an advance directive to be valid
- In some states, the witness cannot be the person named as your healthcare proxy
- My Living Voices will take you through the process step by step (including filling you in on the state by state information/differences as mentioned above)
- Your gut reaction might be to designate your spouse or someone close to you as your healthcare proxy. It’s important to have a conversation with them to ensure they would be able to make tough decisions, despite being emotionally involved. It’s also important to ensure they would honor your wishes.
- This can be personalized completely, down to what music you want to be played, how warm you like it to be, who you DON’T want present, etc.
To access the resources discussed by Maggie today, please visit:
MyLivingVoice.com
VitalDecisions.net
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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 and your family would be able to mourn without having to make many hard decisions.
- Pre-planning will also give you the peace of mind of knowing you will be buried where you’d like to be, your ashes will be spread somewhere you love, etc.
- NOW is the best time to plan.
Renay Teper’s Contact Information:
To have a free conversation with Renay about your final resting wishes, please feel free to give her a call at 949-939-6751 or send an email to: Renay.Teper@dignitymemorial.com
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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 can get it notarized.
- If you and your spouse can’t agree on a guardian for your children, just create your own lists separately. That is much better than having no one designated and risking your kids ending up in Child Protective Services.
- Contrary to popular belief, a child’s godparent is NOT legally the automatic guardian if something happens.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
CLICK HERE for Laura’s Choosing a Guardian For Your Child worksheet!
Laura’s Website and Contact Info:
www.thatcherlawgroup.com
310-305-4646 (text or call)
Laura@thatcherlawgroup.com
In 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 keep up with everything?
- It is so important to make sure systems are in place BEFORE they can no longer be deemed competent enough to designate you to be responsible for their financial decisions
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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 wise to ensure your parents have a plan in place to prevent potential burdens later on.
- Get it together NOW.
- Jill is offering a free masterclass on publicity to help you get your message out! See below for details.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Jill’s FREE masterclass on publicity to help you get your messaging correct and out into the world:
jilllublin.com/publicity
Click here to join her kindness group which works to spread happiness and positivity:
jilllublin.com/yearofkindness
In 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 place for what will happen to your pet if something should happen to you.
Key takeaways:
- Don’t leave your pet without a plan.
- Having a plan already in place for your pet will be one burden you take off of the people you leave behind.
- Closure is one of the biggest keys to navigating through grief smoothly, for our pets as well.
- When you experience loss, it’s important to deal with the feelings. Whatever they might be: grief, anger, depression, etc. You won’t stay stuck in!
- There is a bonus module in the Emergency Info File Course designated to pets and what will become of them when you are no longer able to care for them.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
To watch Nancy Gordon and Toaster featured on Animal Planet:
https://nancygordonglobal.com/featured-on-animal-planet
Contact Nancy:
nancy@nancygordonglobal.com
Email Nancy and mention the podcast to receive a 30-minute complimentary consultation
In 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 life, however she cautions our listeners to take preventative steps to avoid going through what happened to her.
Key takeaways:
- Don’t be embarrassed to ask for help in understanding your finances. It could help you prevent getting in over your head later on down the line!
- Anger is always the outward expression of inner feelings. Such as tired, hurt, afraid, hungry, etc.
- You can bounce back!
- If you are in the dark about your finances, it’s very important to take hold of that and get in-the-know!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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 understand and recognize: When people are experiencing PTSD, it will come after you feel like you’re in a safe environment.
- It’s important to stop toxic and harmful patterns of behavior before building new patterns.
- Your power lies in what you can do for yourself NOW.
- Parents: be approachable. Open doors and allow your children to be able to tell you anything. Be willing to give them the support that they deserve.
- Do whatever you can do to simplify things for your loved ones while on this earth but especially after you go to spare them from experiencing the trauma of trying to handle everything.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Lorrie’s information:
Her book - Fortified: 10 Strategies to Strengthen Your Family and Live a Meaningful Life
Lorrie is offering a free chapter and a free session with her as a life coach to Legacy Therapy listeners.
Receive the free chapter and free session by visiting wholefamilymentoring.com and emailing her. Be sure to mention you are a Legacy Therapy listener!
In 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 that property and you’re expected to make monthly payments.
- Equity sharing is similar, but instead of having a lender as the partner any making monthly payments to them, the equity share investor is hoping to share a portion of the appreciation of that property in the next 30 years.
- Short term scenario: someone is looking to refinance their home. But they’re running into the hurdle of having a lot of debt (student loans, car loans, etc.). The loan officer turns them down, but refers them to someone like Mike. He provides a point agreement that pays off all of that debt, their credit score has gone up dramatically, at this point they are able to do the refinance, they get a lower rate and pay off the equity share.
Key takeaways:
- There’s never a bad time to become educated about what’s available to you, even in times of uncertainty.
- Especially if you feel uncertain, open up your mind to all of the opportunities available to you.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eiferNowWaitlist
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Mike’s contact information:
mlyon@point.com
925-548-5157
www.point.com
In 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 all of the decisions that will need to be made once you are gone.
- Don’t feel like you need to keep something just because your loved one kept it for 30 years. It’s the thought, not the thing.
- You shouldn’t have to be burdened by an item, there should be no guilt around letting something go.
- Convert any film you want to save that you have sitting around, because film doesn’t last.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
To receive a free copy of “How to Master Your Muck”:
https://my.organizedandenergized.com/free
In 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 in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
William Decker’s information:
decker@ft.newyorklife.com
951-970-4445
In 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 listeners of the Legacy Therapy Podcast 30 minutes of life coaching by calling 201-994-5617. Just mention Stacey and this offer will be honored! Thank you Ferlie!
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
Ferlie’s Amazon best-selling book:
Empowering Transformations for Women
To take advantage of Ferlie’s offer to LTP listeners, please call 201-994-5617 and mention Stacey!
In 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?
- Text the word SMART to 602-456-1976 to access the resource center for seniors.
- You can receive a checklist to help you get started so it isn’t overwhelming.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
To contact Thomesa:
Text the word SMART to 602-456-1976 to access the resource center for seniors.
In 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-spouse if they never took the time to update it.
- The importance of understanding what potential mistakes are in your estate because you don’t know any better and/or lack the proper guidance.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif459-3038
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
To reach out to Tatyana Bunich:
Mainline - 410-908-9293
Website - www.financial1wmg.com
In 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 body? Depending on where you die, transporting a body can get very expensive. Do you have plans in place for that?
- Don’t fall victim to the mindset that “everything is already taken care of.”
- You can save up to 75% if you choose to be cremated versus being buried, if that is in line with your wishes.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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 not used but it is the peace of mind of knowing there is an option should the terminally ill person’s suffering escalate.
- There are locations to return the lethal dose of Aid in Dying medication and advice on how to correctly dispose of it should you decide not to use it.
- In California, Medicare DOES cover the Aid in Dying medication.
- Medical Aid in Dying IS NOT assisted suicide. It is utilized when a terminally ill person who is given a prognosis of six months or less to live who is mentally capable can request medication to self-ingest to bring about a peaceful death.
Find Compassion and Choices on Facebook:
https://www.facebook.com/CompassionandChoices
Website:
https://compassionandchoices.org/
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
In 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
- Medicare will NEVER show up at your home
If you have further questions or you think you’ve been involved in a Medicare scam, please call Micki at the toll-free hotline for California Senior Medicare Patrol: (855) 613-7080
https://drive.google.com/file/d/1JKbbIHNBLPd2KHdBxW8B6OciyMOkAkgH/view?usp=sharing
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
“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 completing the free directive you can complete that will specifically state what your decisions are for your health and your life should you ever fall into a state where you cannot speak for yourself. If you would like to fill that out, please visit https://mydirectives.com/
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
To get in touch with Bill, please call or email him:
lorenzinsurance@gmail.com
949-394-7676
The 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 buy a term policy that will end. BUT most term policies have a conversion option which will turn them into a permanent policy which is exactly what these investors go after.
Organizing your insurance policies will be one of several topics covered in the upcoming Got It Together Now course, which will guide you toward leaving a stress-free legacy for your loved ones in the event something happened to you.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/get-interviewed?rf=false
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/get-interviewed?rf=false
If you are interested in contacting Lisa Rehburg or learning more about her work, please call, email, or visit her website:
Phone: 714-349-7981
Email: lrehburg@aol.com
Website: www.rehburglifesettlements.com
In 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 will take you through each step of having a plan in place:
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/get-interviewed?rf=false
If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/get-interviewed?rf=false
Check out the Linda Fostek Show at http://boldbravemedia.com/shows/the-linda-fostek-show/ which airs every Tuesday night at 9 PM ET.
Linda’s Website: TheCrisisPlanner.com
If 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.com
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif
Sound Engineer and Editor: Bill Lorenz
Randee Marlin: Contributor
BenSound:A New Beginning
Stacey 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 you want to listen each week. This will benefit those you love when you cannot personally handle your personal, financial, and business affairs.
Relief and peace of mind, take action, leave a stress-free legacy.
Disclaimer Stacey is NOT here as your financial advisor, rather as your
financial advocate for a positive outcome.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/eif