Planning a Stress-Free Legacy


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 Legacy Therapy podcast is for you.

Latest Episode: 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.

Stacey Golden-Lisnock