Legacy Therapy

Laura Thatcher joins us today to discuss the ins and outs of selecting a guardian for your children if you should ever pass away. Laura compares it to football: you have your starting quarterback, but then you also have your 2nd string and even 3rd and 4th string quarterbacks. Selecting a guardian should be the same way. You want multiple options to ensure you are fully covered in multiple scenarios.

Ian Blei joins us today to tell us his story. After his mother woke up from a coma, Ian was left with the realization of how uncontrollable her financial situation had gotten. Many bills were going unpaid, there was no budget in play, she was beginning to receive some scary letters with final notices, etc. Ian stepped in, took over and helped her create a system that will ensure everything is getting paid and she is living within her means.

This opens up the important conversation about being prepared for the unexpected. With the Emergency Info File course, you can expect to get everything situated for an unexpected illness or death, but also for while you’re still healthy and alive. It is not uncommon for our students to discover discrepancies in their insurance policies, beneficiaries, etc.

Jill Lublin joins us to share the heartbreaking story of having to buy back her mother’s sentimental possessions from an auction house after she was moved to a group home because of her dementia. Jill took on huge financial responsibility for her mom’s end of life care due to poor planning. She is here to say “Get it together NOW before it’s too late.”

Nancy Gordon joins us to talk about her service dog Toaster. Toaster was a Xolo, which is a hairless dog with a long history of healing humans in Ancient Aztec culture. This opens the conversation up to what happens to our beloved pets after we pass away. Nancy and Stacey talk about assisting pets through their grief and leaving them with a plan in place that ensures their wellbeing.

PK Eastman joins us to tell her story of what happened after her husband passed away. For years, she was in the dark about her family’s finances because her husband handled everything. She was aware of their spending, she would buy things for the house here and there, they purchased a motorhome, but she did not know anything regarding their input versus output. Then, he passed away and she was left dealing with the collateral damage of their massive tax bill.

Lorrie Richins has spent a lifetime learning about the value of pain in our lives. Lorrie works as a family empowerment coach to help people understand the gift they’re being given even if it comes in an ugly package. She helps people unpack harmful patterns of behavior to let them dissolve and be replaced by beneficial patterns.

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.