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The Welcome Episode

Welcome to Legacy Therapy. This episode introduces the host, Stacey Golden-Lisnock. She shares her background and explains how she got here and what to expect each week so you can create a stress-free legacy.

What's It All About?

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.

Are You Prepared For a Crisis?

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.

Life Settlements Explored

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.

Life Insurance Stories

Stacey chats with Bill Lorenz about life insurance in this episode. Bill has 20 years of experience in the industry and has seen firsthand the negative repercussions of being unprepared for a tragedy. They will give the inspiration and several resources to enable you to put a plan in place.

Medicare Fraud

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.

Options in Dying

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.

Final Arrangements

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?

Essential Pre-Death Tax Tips

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.

SMART-sizing 55+

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.

Living Benefits

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.

Navigating the Retirement RedZone

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.

Organized and Energized

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.

Equity Share

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!

Whole Family Mentoring

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.

Riches to Rags

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.

Transformational Grief

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.

Mom's Story Unfolded

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.”

Ian's Mom

After Ian's mother woke up from a coma, he was left with the realization of how uncontrollable her financial situation had gotten. Bills going unpaid, no budget in play, she was beginning to receive scary letters with final notices, etc. Ian stepped in and helped her create a system to ensure everything getting paid and her living within her means.

This opens up an 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.

Guardianship Explained

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.

Pre-Planning Gift

Renay Teper is a Pre-Planning Advisor with Dignity Memorial. Renay enjoys helping families pre-plan their final arrangements hopefully without time or health constraints. Pre-planning provides peace of mind to oneself and loved ones. There are many options for funeral and cemetery arrangements and these choices are very personal. Renay finds satisfaction in helping families navigate these options based on their personal experience and choices.

The 5 D's to Update Your Advance Directive

Maggie Tinsley is one of Vital Decisions Clinical Account Executives, she works closely with established clients to provide training on Vital Decisions programs, assists in identifying members who would benefit from advance care planning (ACP) based on their medical diagnoses and serves as an overall clinical resource for clients and their teams.

Megan's Unexpected Story

Megan Bozzuto joins us today to talk about her husband who had a stroke on a business trip in Las Vegas last year. She had to find someone to watch her three young children, hop on a flight to Vegas, and when she got there he was unable to speak because of the stroke. She was left with many unanswered questions. How would they get home from Las Vegas? Who should she notify in his company that this happened to him? He was responsible for paying all of their bills and was suddenly unable to communicate. How would she find the logins to get in to pay their bills in time? This situation made her very aware of the gaping holes in their emergency/legacy planning.

Forward Thinking

Robin Quinn Keehn joins us today to share her unique story of how prepared her parents, specifically her dad, were for their ultimate death. Her Dad made sure that she had all of the passwords, showed her where his organized financial papers were, his funeral was already organized after he passed away, etc. She is the perfect example of what a gift this work is to the loved ones you leave behind. You can never do this work too early, but you can find yourself in a position where it’s too late. Start today!

End of Life Help

Dr. Karen Wyatt is a hospice physician, author, speaker, and the host of End-of-Life University, an online educational program and podcast that features conversations with experts who work in all aspects of end-of-life care. She is widely regarded as a thought-leader in the effort to transform the way we care for our dying in the U.S.

Jeanne's Story

Jeanne Gormick joins Stacey today to tell her story. She talks about her Dad’s dementia, her Mom passing away without a will, and her idea of keeping a notebook where she makes note of all recurring payments in her life.

Trusts & Estate Planning

Judith Sack is an estate planning attorney. She engages in community activities that promote the safety and well-being of seniors and small businesses. She is here today to explain the differences between financial matters and health matters in an estate, as well as the management of assets, how to educate your agents as to how you want things managed, etc.

Help for Divorced Dads

Has your life been turned upside down due to divorce? Does everything feel chaotic and stressful? Men experience divorce differently than women and it is my next guest’s mission to help dads navigate through their lives during and after divorce and create an amazing life for themselves and their children.


Highlights Part 1

Welcome to Season 2 of the Legacy Therapy Podcast! We loved hearing from our many guests during season 1 and they gave us so much knowledge and certainly reiterated the importance of this work. There is no better gift than leaving a stress-free legacy for your loved ones! Begin yours today.

Highlights Part 2

In Season 2, Episode 2, we continue our recap of season 1 and all of the marvelous speakers and topics we had the pleasure of covering. Our guests will always be a valuable resource which will be featured on the website. They’ve selflessly given us so much knowledge and certainly reiterated the importance of this work. There is no better gift than leaving a stress-free legacy for your loved ones! Begin yours today.

Highlights Part 3

In Season 2, Episode 3, Stacey explores the final episodes of season 1 and reveals the lessons each revealed. We are so excited to finally be able to offer the Emergency Info File to help you leave your loved ones the more selfless gift of all, a stress-free legacy. Get started today!

Life Facts

Mary Greenlee is a Virtual Fact Gatherer's Coach and Author of the Life Facts Book. Mary is a speaker and coach for both individuals and groups. Her Mission is to inspire individuals to organize and make accessible the most important facts & information of their lives. Mary’s goal is to assist individuals to empower themselves by being prepared with their facts so they are fact-ready when navigating life’s inevitable transition.

Caregiver Connection

Lisa Adams is an Amazon best-selling author, Life Coach, and speaker. She became a caregiver to her husband Mike who was injured and diagnosed with PTSD after his second deployment in 2006. After almost a decade as a caregiver, Lisa realized she needed support in the caregiver role.

She participated in a peer support group program for military spouses and that led her to become a certified life coach where she specializes in helping other caregivers like her. She believes that a caregiver should never feel alone. She focuses on starting where the caregiver is and compassionately building their resilience, confidence as they move from barely surviving to thriving.

Parent Awareness

Melanie is a Wife, Mom, Educator, Speaker, and Parenting Mentor. She’s the mom of three great kids in their teens and early 20s. She’s a teacher of preschool, elementary, and now middle school -you could say that she’s seen it all. At Parenting High Schoolers, she shares ideas for parents of teens, mom self-care, and inspiration for you as you travel this road called life. She shares resources and insight that she’s gained through her years as the mom of teens.

Found Money

Karla Leonard is the CEO of IMI Asset Management Company with a concentration on Tax Incentives for businesses Retirement Planning and Insurance. She has been in the industry for more than 25 years. She specializes in working with small to mid-sized businesses assisting them with the ability to take advantage of tax incentives and aides in the design of their Exit Strategies through the utilization of an individualized proprietary retirement program called the Stryde Retirement Program. Her concerns are around people outliving their money in retirement and typically, a surviving spouse has a 65% loss of income.

Mom's Gone - Now What?

Francesca Vanderwall shares her story with us. Her world fell out from under her when she was 13 and her mom had an asthma attack. Her emergency inhaler didn’t work so she had to call an ambulance for her. Her mother was transported to the emergency room where Francesca was left in the waiting room to call relatives with numbers she looked up in the phone book. The day after Christmas, her Mom was declared brain dead. A custody battle ensued over the next two years between her aunt & uncle and her estranged father & his new wife.

Pack My Parents

Sharilin Peters is the owner of Pack My Parents. They specialize in downsizing and move management typically for seniors who are moving into a smaller place or helping the adult children when a parent passes away. "When you need more than guys & a truck"​ is the corporate motto.

Resilience Coach

Lee Atherton is a fire chaplain and end-of-life, grief support, and resilience coach with over 15 years of experience. Her passions are to help people live their dying by discovering the beauty in the process and the gifts to be found; to journey with people through the whitewaters of grief, navigating the chaos, until they reach the tranquil pool of stillness.

Recognizing the demands of anyone in the helping or caring professions, Lee offers programs in resiliency for chaplains, clinicians, clergy, funeral directors, and first responders.

College Talk

International best-selling author, TEDxTenayoPaseo speaker, and coach to parents of college-bound teens, Denise Thomas inspires, educates, and equips parents to take an active role in supporting their children to live a life of financial freedom. Her mission is to ‘flip’ the student debt statistic in the U.S.

Denise is a 20-year homeschool veteran having homeschooled her two children from Pre-k through high school. Using her proprietary repeatable strategy both of her children attended their first-choice college on 17 scholarships exceeding $199,000, walking out of college with cash in hand. Denise says, you can keep your money. Send your kids to college on other people's cash! “College doesn't have to be a DEBT sentence.”

Your Legacy

What type of legacy do you want to leave? Your legacy is how you will be remembered by those that you touched during your lifetime. What type of legacy do you want to leave? Do you want to have peace of mind around the future of your family? We will work with you to create a stress-free and positive legacy!

Your Emergency

Have you ever had an emergency? Today Stacey discusses her own personal emergency that led her into this work and the creation of the Emergency Info File. She reflects on having the realization that no one in her household had any clue how to pay the bills, access the accounts, track down passwords, etc. If she were to succumb to this illness, her family would be left in disarray.

Text the word legacy to 714-709-2027 and we will set up a free consultation call for you.

Statistics Don't Lie

Have you ever had an illness that takes you away from your ability to participate in day-to-day life? It’s a surreal feeling. Sometimes these things come with warnings, sometimes they do not. You just never know. What we do know is that life has a 100% death rate. Every single person will expire at some point, it’s just a matter of how and when. Are you prepared for the unexpected? Or will you be caught off guard and unprepared when the time comes?

Text the word legacy to 714-709-2027 and we will set up a free consultation call for you.

Do You Believe?

Do you see the value of being prepared in advance? There is beauty in the simplicity of having all of your bills on autopay. Everything is done for you, all you have to do is make sure the money is in the account. The same can be said about getting your Emergency Info File done. Should you get sick or pass away, life will not fall apart for your loved ones.

Text the word legacy to 714-709-2027 and we will set up a free consultation call for you.

Why Do I Care?

There are many costs that can come rolling in if you’re unprepared for an emergency. Not only the cost of the emotional grief your family will be facing, but they could be facing $34,000 in probate fees, 6 months to 2 years on average to go through the process of settling the will, the pain of family conflict stemming from not agreeing with the will, etc.

Text the word legacy to 714-709-2027 and we will set up a free consultation call for you.

It's Not Your Fault

Why do you think generations go by and we haven’t gotten any better about being prepared for serious illness or death? Today Stacey touches on how and why it’s not your fault. But YOU can be the change TODAY.

Text the word legacy to 714-709-2027 and we will set up a free consultation call for you.


Procrastinating getting your Emergency Info File together may not affect you, but it could affect those you love the most. If you pass away, you won’t be affected by the unclosed loops you leave behind, but your family could be left spending years and loads of money trying to get it all settled. This is not meant to chastise you but meant to open your eyes.

Text the word legacy to 714-709-2027 and we will set up a free consultation call for you.


Denial can be very serious. It can have the negative impact of preventing you from taking precautions that would seriously benefit you and your loved ones. Don’t let yourself be blind to what is coming. The Emergency Info File is designed to protect you and your loved ones from winding up in a situation of severe unpreparedness. So no matter what happens, you’re covered.

Text the word legacy to 714-709-2027 and we will set up a free consultation call for you.


Denial can be very serious. It can have the negative impact of preventing you from taking precautions that would seriously benefit you and your loved ones. Don’t let yourself be blind to what is coming. The Emergency Info File is designed to protect you and your loved ones from winding up in a situation of severe unpreparedness. So no matter what happens, you’re covered.

Text the word legacy to 714-709-2027 and we will set up a free consultation call for you.

Reverse Mortgage

“I intentionally focus on caring for myself spiritually and physically to live I am available to help others. I pursue the cultivation of new skills, wisdom, courage, and gratitude on a daily basis so I can reject cynicism, complacency, resignation, and mediocrity. I make sure I laugh every day so as not to take myself or "stuff" too seriously. I am about being the best student, advisor, and version of me possible to be better empowered to help and encourage my clients and their families. I grow my business to leverage for good to leave this earth fulfilled for having made a difference!! Principal-centered financial advice for building wealth by managing debt through sound and creative real estate lending strategies. I invite you to join me!!” - Don McCue

Legacy Mindset

Tina BQ Tran is a certified Energy Psychology practitioner who uses a number of energy healing modalities such as Emotional Freedom Techniques, Breathwork, Meditation, EMDR, Matrix Reimprinting, Energy Medicine, Gentle & Chair Yoga, etc. to help overworked and overwhelmed professionals address emotional sufferings such as grief, anxiety, stress, insomnia, trauma, PTSD, emotional eating, etc.

Oh Brother!

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.

Your Voice From the Grave

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.”

Medicare ABCD

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, when we are with our family, and eventually when we move on.

Life Assurance

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.