Legacy Therapy

Mike Lyon joins us to talk equity share and the opportunities available for property owners. Mike discusses how our education system doesn’t start young people off with the right financial strategies, despite it being a critical part of life! It’s hugely important to learn all of your options and then choose the right financial strategies based on your situation. Let’s explore!

Kathi Burns joins us to talk about downsizing and organizing your belongings. There can be a lot of sentimental attachment around items but at the end of the day it's just “stuff.” Kathi works to help people make this shift.

William Decker joins us to talk about the Retirement RedZone. The five years prior to retirement and the five years following are a very important time with a lot of transitions happening.

Ferlie Almonte joins us to share her amazing accomplishments and inspirational journey. She lost her spouse eight months after their wedding day and went into bankruptcy. Through this experience, she learned about something not many know about: living benefits.

Thomesa Lydon joins us today to discuss the benefit of downsizing. Keeping a bunch of STUFF around can be detrimental not only to your next chapter of life, but also to those you leave behind who have to sift through it after you are gone.

Tatyana Bunich joins us today to explore the unintended consequences that can come when someone receives a large inheritance after a family member passes away. Many people choose to have as little withheld as possible when they receive the money… and then are in for a nasty surprise when tax season comes around and they owe hundreds of thousands of dollars.

Sherri Bell is here to talk about the “Sandwich Generation.” Meaning you care for your kids and you care for your parents. Are they both covered in the event that something should happen to you? What will happen to your body? Your bills? Your pets? Have you communicated your final wishes?

Samantha Trad is the California State Director for Compassion and Choices. Samantha passionately works hard to expand patient-centered and patient-directed end of life care across the state. Stacey had the opportunity to connect with her and talk about the ins and outs of medical aid in dying.

Micki Nozaki joins Stacey to discuss Medicare fraud. They talk about how important it is to get seniors to NOT pick up the phone and give out their personal medicare information. Medicare fraud is elder abuse and it needs to be stopped.

In this episode, Stacey talks to Lisa Rehburg to discuss the ins and outs of life insurance policies and answer some questions you may have. Lisa shares her knowledge on selling insurance policies to investors and explores the options you may have as a policy holder.