Legacy Therapy

This episode will illuminate how disaster can strike for your loved ones when you’re not properly prepared for unforeseen circumstances. You never know what nightmare could be in store for those you hold dear after you are gone.

This episode will help you to understand the purpose behind the Legacy Therapy podcast. It is designed to cover a variety of topics with the underlying message...get this stuff done while you have the luxury of time. If you wait, it will be a fiasco.

Connie and Stacey share the audio of their conversation together for Connie’s show. This episode is packed full of reasons why it’s so important to think ahead and spare all the drama for your family. Connie is an amazing interviewer and Stacey digs deep to give great examples and situations that she knows about. Connie, who worked in the banking industry dealing with high net worth customers has some eye-opening stories to share as well. Share this episode with your family and friends. They need to hear this too.

Erica’s work helps you take an overall assessment of your life and those in it. She helps you prune people out who no longer deserves a place in your life and she helps you see how you can pick up and grow from exactly where you’re at.

Allan Milham is here to talk about the shift we’re seeing in the workspace post-pandemic. People are retiring early, facing burnout, and ultimately exploring new career paths, etc.

Mardi Winder-Adams is a Certified Divorce Transition Coach. Individuals are referred to Mardi by divorce attorneys when they realize their client is going through a lot of emotional turmoil within their divorce. She also receives referrals from therapists when they realize their client needs help with day-to-day strategy navigating their divorce such as what to look for in an attorney, how do you work with them, etc.

Anna shares her life-altering story of the car accident that left her daughter and husband with brain injuries. Her daughter was suddenly struggling in school and her husband couldn’t read more than a paragraph at a time. After her husband and mother passed away within 40 days of each other, madness ensued as she navigating planning two funerals, dealing with life insurance, etc. She is a cautionary tale of the importance of the work we do in the Emergency Info File course.

Andy Hone is here to talk about health insurance, ACA, Obamacare, Medicare Supplement, Advantage Plan, Part D prescription options. These are necessary things we need in our life with unnecessary complications. Financial stress prevents us from financial success with income interruption from sickness and injury, disability insurance covers our cash flow in our working years and long-term care insurance provides a sustainable lifestyle when we can not do it on our own. Finally life insurance is to keep our life going, in both when we are with our family, and eventually move on.

Known for her high-energy, passionate, heart-centered, and enthusiastic approach to sales, teaching and coaching, Connie Whitman has been the CEO of Whitman & Associates, LLC for 20+ years helping ambitious business owners, leaders and sales teams build powerhouse organizations. A three-time #1 International Best-Selling author of her book ESP (Easy Sales Process): 7-Steps to Sales Success, speaker, podcast host, and influencer, Connie’s inspired teaching, transformational tools, and content ensure that business owners and salespeople grow their revenue streams through enhanced communication skills. As a podcast host, she is thrilled to share inspiring content on her two weekly, international podcasts the “Heart-Centered Sales Leader,” and “Enlightenment of Change.”

Jeff Krolosky’s brother experienced an unexpected stroke that left everyone in the dark. With no access to his computer, logins, financial records, etc., no one knew how to handle his business. This experience illuminated the importance and value of the Emergency Info File.