Episodes

  • One Year of Thoughtful Planning: Celebrating Highlights and What’s Next EP29
    Nov 19 2024
    In this special one-year anniversary episode, hosts Honey and Santiago reflect on a year of thoughtful conversations, memorable stories, and essential planning insights. They revisit key episodes, share their favorite moments, and discuss what’s ahead for Thoughtful Planning. Today’s essential question: How can we best support you in taking the necessary steps forward in your own thoughtful planning journey? Episode Highlights: Reflections from Year One: Honey and Santiago discuss the journey of normalizing end-of-life planning and making these conversations less intimidating and more accessible. Favorite Moments from Key Episodes: Episode 2: Santiago and his mom, Virginia, share personal insights on organizing paperwork and communicating final wishes. Episodes 6-8 & 13: A deep dive into foundational legal documents like wills, trusts, and medical directives. Disclaimer: Always consult with an attorney for specific legal advice. Episode 14: Featuring Robin Phoenix Johnson on incorporating humor into end-of-life planning—introducing the concept of "FUNerals" to bring joy to the farewell. Episode 15: A discussion on planning for pets in our absence and the importance of a pet care legacy plan. Episode 16: Santiago honors Memorial Day, discussing its true meaning as a day of reflection rather than celebration. Episode 19: April Adams Pertuis shares stories of family health crises and how they sparked deeper planning efforts. Episode 25: Kelly Brown talks about end-of-life photography as a healing tool, offering comfort through cherished memories. Looking Ahead: Honey and Santiago are excited about upcoming episodes covering new aspects of end-of-life planning, from different types of burials to advanced medical directives and more expert interviews. They are here to make the journey less lonely, providing both practical advice and personal support. Links & Resources Mentioned in the Episode: Pet Care Legacy Guide: https://www.legacytoolkit.com/petcarelegacyguide You can find all the episodes on most podcast stations or you can go to our YouTube channel: https://www.youtube.com/@ThoughtfulPlanning/podcasts Connect, Subscribe & Follow: Don't forget to subscribe to Thoughtful Planning on your favorite podcast platform and follow us on social media for updates and more tips on end-of-life planning. https://www.facebook.com/legacytoolkitwithsantiagoandhoney - Legacy Toolkit Facebook Business Page https://www.linkedin.com/company/legacy-toolkit - Legacy Toolkit LinkedIn Business Page https://www.youtube.com/@ThoughtfulPlanning/podcasts - Legacy Toolkit YouTube Podcast Channel Website: https://www.legacytoolkit.com/podcast Email: info@legacytoolkit.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 mins
  • The Gift of a Planned Goodbye EP28
    Nov 5 2024
    In this solo episode, Honey shares her personal journey of planning her own obituary, eulogy, and funeral presentation. Inspired by her experiences in her death doula training, she reflects on how preparing these final elements can be an act of love for those left behind. Honey discusses why she initially left these responsibilities to her family but later realized the peace and clarity that comes from planning these aspects herself. Today’s essential question: Would you prepare your own obituary, eulogy, and funeral presentation? Episode Highlights: Honey’s Journey: Inspired by her death doula training, Honey shares her evolving thoughts on planning her own farewell, including her initial hesitation and eventual commitment to completing the task. Obituary Writing Tips: Insights on writing an obituary, keeping costs low, and where to publish, including options for hiring a writer or using Canva templates. Creating a Personal Eulogy: Honey's unique experience recording her own eulogy, making it interactive for her audience, and adding personal messages for her family. Practical tips on keeping it concise and heartfelt. Funeral Presentation Misunderstanding: How Honey’s interpretation of her "funeral timeline" assignment became a full 61-slide photo and story presentation, complete with music and family-specific colors. Memorial Ideas from Peers: Unique memorial ideas shared by classmates, like story cards for guests, bonfire send-offs, personal collections as parting gifts, and interactive gestures at the service. Advice for Listeners: Keep It Simple & Personal: When creating these farewell pieces, focus on what feels authentic to you. Simple messages, favorite songs, or colors can create a meaningful touch. Use Accessible Tools: Canva templates, Google Drive, and video recording apps are easy, accessible tools for creating and organizing your materials. Consider Costs: Whether digital or in print, be mindful of costs and consider how recurring fees or publication fees may impact your choices. Invite Participation: Interactive elements like story cards or QR codes with links to videos allow your loved ones to engage, remember and heal. Conclusion: Honey concludes with a reminder: planning your farewell is a final gift of love and care, helping your loved ones find comfort and closure. She emphasizes that these preparations can be a unique expression of your life, bringing peace to both you and your family. Previous Episodes Referenced in Podcast: Episode 14: ‘FUN’erals: How Robin Phoenix Johnson Incorporates Laughter Into Planning Your Last Laugh - https://youtu.be/po82O9aM8YY Episode 21: Guided Grace: The Role of Doulas in End-of-Life Planning - https://youtu.be/PjsSvd_JaL0 Connect, Subscribe & Follow: Don't forget to subscribe to Thoughtful Planning on your favorite podcast platform and follow us on social media for updates and more tips on end-of-life planning. https://www.facebook.com/legacytoolkitwithsantiagoandhoney - Legacy Toolkit Facebook Business Page https://www.linkedin.com/company/legacy-toolkit - Legacy Toolkit LinkedIn Business Page Website: https://www.legacytoolkit.com/podcast Email: info@legacytoolkit.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 mins
  • Fighting Throat Cancer: The Journey, Challenges and Importance of Planning EP27
    Oct 22 2024
    *Content Warning: This episode contains discussions about cancer, its treatment & the side effects, which may be emotionally challenging for some listeners. In this special episode, Santiago shares his experience battling stage IVB throat cancer. He highlights the challenges faced by cancer patients, the importance of planning ahead, and offers practical tips to help others navigate similar situations. Today’s essential question: Why is it important to plan for emergencies or end-of-life situations while you are clear of mind? Episode Highlights: Life Before Cancer Santiago felt relatively healthy despite aches from 21+ years of military service. He was active as a JROTC instructor & completed the Marine Corps Marathon in October 2015. The Move & Diagnosis During their final military move, Santiago felt something in his throat & went to his doctor in July. The ENT specialist performed a biopsy & 2 weeks later, on July 25, 2016, Santiago was diagnosed with stage IVB throat cancer. Honey accompanied him, but Santiago received the diagnosis alone before breaking the news to her. The Treatment Process Santiago underwent surgeries for a chemo port & PEG (stomach) tube. He endured 7 weeks of radiation with a claustrophobic mask bolted to the bed. He received 3 rounds of Cisplatin chemo, suffering from nausea, vomiting, hearing loss & nerve damage. Challenges Santiago’s weight dropped from 185 to 134 pounds in just 3 weeks due to extreme nausea. He struggled with drop foot & nerve damage, affecting his ability to walk & hold objects, leading them to switch to metal mugs with tops. Balancing Work & Home Life Santiago’s boss allowed him to take leave, but he made weekly visits to work when he wasn’t in the hospital to reassure others he was fighting. He struggled with being unable to perform tasks he once enjoyed, like mowing the lawn. The Hospital Experience Santiago praised his ENT doctor, Dr. Newberry, & radiation oncologist, Dr. Wong, but had a tough experience with his first hemo-oncologist, who read the wrong patient’s file. Post-Treatment Considerations Ongoing side effects include special dental care needs due to radiation and surgeries to widen his throat so he could eat more comfortably. Key Takeaways: Stay Informed: Be proactive, research your treatment & ask the right questions to avoid complications. Emotional Resilience: Cancer is emotionally draining. Acknowledge your own needs while balancing those of your caregivers. Caregiver Support: Santiago emphasizes the vital role his wife, Honey, & his dog, Maxx, played during his fight, showing how love & support can make a difference. Conclusion: Santiago’s journey highlights the importance of mental and physical strength, along with the critical support of loved ones. By sharing his story, he hopes to help others understand the challenges of cancer and the need for planning ahead while you’re clear of mind. Facing the toughest battles becomes easier when you’re prepared and supported. Resources In podcast episode 26 Honey shared tips on the items I used. Click the link to access those tips: https://www.legacytoolkit.com/tips-for-a-throat-cancer-patient https://www.facebook.com/share/g/Gor6k8fHn2wTqw8W/ - SPOHNC (Support for People With Oral and Head and Neck Cancer) Facebook group https://spohnc.org/supportive-care/ - Website for SPOHNC Subscribe & Follow: Thoughtful Planning on your favorite podcast platform https://www.facebook.com/legacytoolkitwithsantiagoandhoney - Legacy Toolkit Facebook Business Page https://www.linkedin.com/company/legacy-toolkit - Legacy Toolkit LinkedIn Business Page Website: https://www.legacytoolkit.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    45 mins
  • Caregiving Through Throat Cancer: The Importance of Planning Ahead EP26
    Oct 8 2024
    *Content Warning: This episode contains discussions about cancer treatment & caretaking, which may be emotionally challenging for some listeners. In this episode of Thoughtful Planning, Honey shares her personal experience as a caregiver during her husband's battle with throat cancer. Through her journey, she highlights the challenges of caregiving, the importance of planning ahead, & provides practical tips to help others navigate similar situations. Today’s essential question: Why is it important to plan for emergencies or end-of-life situations while you are clear of mind? Episode Highlights The Diagnosis Husband diagnosed with stage 4b throat cancer Initial disbelief The Treatment Process Surgeries to add the chemo port & stomach tube (PEG tube) 7 weeks of radiation (Mon. - Fri.) 3 rounds of chemotherapy Caretaker Challenges Balancing work, home life & caretaking duties Learning to manage stomach tube & medication administration Dealing with side effects of treatment Advice for Caretakers Keep a daily journal for doctor visits & patient's condition Prepare a "go bag" for hospital visits Manage medication schedules & medication type (liquid/crushable) Create a support system with family & neighbors Essential Supplies Pill crusher Recliner (non-rocking) Shower chair Buckets lined with paper towels for spitting Vomit bags for travel Post-Treatment Considerations Ongoing side effects from radiation Special dental care requirements Key Takeaways Plan ahead: By planning for emergencies & end-of-life decisions before a crisis hits, you'll be more equipped to focus on what really matters—caring for your loved one & helping them through the treatment process. Stay informed: Being proactive, learning about treatments & asking the right questions to doctors can prevent unnecessary emergencies or complications. Emotional resilience: Caregiving is emotionally draining & it's important to acknowledge your own needs while navigating the complexities of cancer treatment. Support networks: Finding the right support system, whether through family, friends, or even online communities, is vital to managing the challenging role of caregiving. Conclusion Honey’s story highlights the importance of planning ahead for life’s unexpected challenges. Through her personal experience of caregiving for her husband during his battle with throat cancer, she provides practical tips & heartfelt advice to help others navigate similar journeys. Planning not only reduces stress but also allows caregivers to focus on what matters most—supporting their loved ones. Resources In the podcast I mentioned I’d share tips on the items I used. Click the link to access those tips: https://www.legacytoolkit.com/tips-for-a-throat-cancer-patient I mentioned I’d share a link to a caregiver group that I’m in, but it’s private so I can’t share it. Instead, do a search on Facebook for ‘caregiver’ & several groups come up. Choose a group that matches your needs. https://www.facebook.com/share/g/Gor6k8fHn2wTqw8W/ - SPOHNC (Support for People With Oral and Head and Neck Cancer) Facebook group https://spohnc.org/supportive-care/ - Website for SPOHNC https://www.redcross.org/get-help/military-families/services-for-veterans/military-veteran-caregiver-network.html - If you’re a caregiver to a veteran or military family member the you can join the Military and Veteran Caregiver Network (MVCN) https://www.va.gov/outreach-and-events/events/ - Tip for veterans & military families, go to va.gov & scroll to the bottom to click the VA Outreach Events where you might be able to find events for caregivers. Subscribe & Follow: Thoughtful Planning on your favorite podcast platform https://www.facebook.com/legacytoolkitwithsantiagoandhoney - Legacy Toolkit Facebook Business Page https://www.linkedin.com/company/legacy-toolkit - Legacy Toolkit LinkedIn Business Page Website: https://www.legacytoolkit.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 mins
  • End-of-Life Photography: A Compassionate Lens on Love and Loss EP25
    Sep 24 2024
    *Content Warning: This episode contains discussion about end of life photography, including a sensitive account of a stillbirth photo session. In this heartfelt episode of Thoughtful Planning, Honey and Santiago are joined by Kelly Brown, a compassionate photographer and the founder of Rose Colored Lens Poetic Imagery. This episode highlights end-of-life photography and Kelly’s goal of starting a non-profit. Today’s essential question: How important is it for you to capture life events using a professional photographer? Episode Highlights: The Start of Kelly's Journey: Kelly shares how she discovered her passion for photography as a way to pay for school and how it became her life’s calling. She explains the turning point when she realized she could use her skills to create lasting memories for families going through end-of-life experiences. The Emotional Experience of End-of-Life Photography: Kelly recounts her first end-of-life photo session, photographing a stillbirth, and the challenges she faced, from emotional turmoil to technical difficulties. She emphasizes the beauty and humanity in capturing these deeply personal moments. The Birth of the Rose Colored Lens Foundation: Inspired by the impact of her work, Kelly shares her vision for her nonprofit organization, the Rose Colored Lens Foundation. She explains how she hopes to make bereavement photography accessible to families across the country and eventually around the world. Advice for Listeners: Be Open to Emotion: Kelly advises both photographers and families to embrace the emotions that come with end-of-life moments. She highlights that empathy and vulnerability can lead to a more genuine and impactful experience. Supporting Loved Ones Through Photography: For family members who might be hesitant to capture these moments, Kelly suggests approaching the topic gently, emphasizing the lasting memories and the healing power of having these photographs to cherish. Key Takeaways: Photography as a Healing Tool: Kelly’s story illustrates how photography can serve as a powerful medium for capturing memories, helping individuals process grief, and providing a sense of comfort. End-of-Life Photography Is Not Strange: Many people might feel uncomfortable with the idea of capturing end-of-life moments, but Kelly’s experience shows that these photographs can be a deeply meaningful way to honor and remember loved ones. Creating Lasting Impact Through Nonprofit Work: The Rose Colored Lens Foundation’s mission is to make end-of-life photography accessible to everyone. Kelly’s dream is to ensure that families in hospitals, hospice centers, and other settings have the opportunity to capture these precious moments without the burden of financial worry. Conclusion: In this episode, Kelly Brown reminds us all of the power of capturing life’s most significant moments, even those that are incredibly difficult. Her journey from a casual photographer to a creator of beautiful, heartfelt memories shows us the importance of empathy, vulnerability, and the impact one person can have on the lives of many. As you listen to this episode, consider how capturing life’s events – whether joyful or sorrowful – can create a legacy that lasts beyond a lifetime. Connect with Kelly: Follow Rose Colored Lens Photography on Facebook: https://www.facebook.com/profile.php?id=100088954846444 Website: https://www.rosecoloredlensphoto.com/  Subscribe & Follow: Don't forget to subscribe to Thoughtful Planning on your favorite podcast platform and follow us on social media for updates and more tips on end-of-life planning. https://www.facebook.com/legacytoolkitwithsantiagoandhoney - Legacy Toolkit Facebook Business Page https://www.linkedin.com/company/legacy-toolkit - Legacy Toolkit LinkedIn Business Page Website: https://www.legacytoolkit.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    44 mins
  • How 9-11, Cancer and a Cruise Finally Made Me Plan for End of Life EP24
    Sep 10 2024
    Episode Summary: Santiago reflects on significant life events that drove him and his wife Honey to plan for end-of-life, emphasizing the importance of being prepared. Essential Question: What is it going to take for you to get started planning? Episode Highlights: 9/11 Experience: Santiago shares his firsthand experience at the Pentagon during the 9/11 attacks and how his team was unprepared for the events that unfolded. A Personal Loss: The sudden death of Santiago’s father served as a second wake-up call, yet he and his family were left scrambling to organize essential documents and navigate military bureaucracy. Battle with Cancer: Santiago recounts his stage 4 cancer diagnosis and how this experience brought the reality of being unprepared into focus once again. The Moment of Change: It wasn’t until 2023, while preparing for a cruise, that Santiago and Honey finally updated their wills, medical directives, and shared their plans with loved ones. Starting Thoughtful Planning: Santiago and Honey launched their podcast, “Thoughtful Planning,” to help others avoid the mistakes they made and encourage proactive preparation for life’s uncertainties. Advice for Listeners: Review and update your end-of-life documents, including wills, medical directives, and powers of attorney. Communicate your plans with family members to ensure everyone understands your wishes. Establish a routine for reviewing and updating your documents regularly, especially after major life changes. Key Takeaways: Life is unpredictable—take proactive steps to prepare for the future before it's too late. End-of-life planning not only benefits you but also eases the burden on your loved ones in times of grief. Even when life is busy, it’s important to prioritize planning to ensure peace of mind. Reflect on your personal situation and consider what event it may take for you to start planning for the end of life. Conclusion: Santiago and Honey’s journey reminds us that no matter how many wake-up calls life throws our way, the time to act is now. Their transformation from "overburdened planners" to "thoughtful planners" is a powerful testament to the importance of end-of-life planning. Don’t wait for a life-altering event to force you into action—start preparing today to ensure peace of mind for you and your loved ones. Join the Conversation: What event will it take for you to start planning for the future? Share your thoughts on social media and tag us using @legacytoolkitwithsantiagoandhoney. Connect, Subscribe & Follow: Don't forget to subscribe to Thoughtful Planning on your favorite podcast platform and follow us on social media for updates and more tips on end-of-life planning. Facebook Business Page LinkedIn Business Page YouTube Legacy Toolkit Website Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Aging Gracefully: How to Prepare Your Home for the Future EP 23
    Aug 27 2024
    Welcome to Thoughtful Planning, where hosts Honey and Santiago delve into important topics about planning for the future. In this episode, they are joined by Jennifer Lind, a Certified Senior Housing Professional (CSHP) and Certified Aging in Place Specialist (CAPS). With years of experience in real estate and senior care, Jennifer shares her expertise on helping older adults and their families with aging in place, downsizing and relocating. Today's Essential Question: Why should you consider working with a Certified Senior Housing Professional and/or a Certified Aging in Place Specialist? Key Topics Discussed: Jennifer's Journey: From helping professionals to specializing in senior transitions. Personal experiences that inspired her focus on senior care. Challenges of Senior Care: Managing senior care, probate processes, hoarding, and the emotional toll on families. Real-life cases where Jennifer’s expertise has been invaluable. Certifications Explained: Certified Senior Housing Professional (CSHP): A graduate-level course for real estate agents to assist seniors with unique challenges in aging in place. Certified Aging in Place Specialist (CAPS): Training to assess homes and recommend modifications to allow seniors to age safely in place. Current Trends in Senior Housing: The growing senior population and the need for age-appropriate housing. The importance of planning ahead for aging in place. Guest Information: Jennifer Lind Email: jenniferlind1170@gmail.com Facebook: Jennifer Lind CSHP Upcoming Website: http://www.jenniferjlind.com/ Key Timecodes: 00:00 Welcome to Thoughtful Planning 00:44 Introducing Jennifer Lynn: Senior Transition Expert 01:31 Jennifer's Personal Journey with Senior Transitions 04:47 The Importance of Planning Ahead 07:48 Navigating the Probate Process 13:16 Understanding Senior Housing and Aging in Place 19:03 Jennifer's Real Estate Expertise 20:14 Collaborative Efforts in Senior Care 21:54 Building a Home for Aging in Place 22:41 Supporting Families with Certifications 24:28 Memorable Experiences and Lessons Learned 27:45 Current Trends in Senior Housing 30:03 Community Initiatives and Volunteer Work 32:05 Planning Ahead for Aging in Place 38:43 Connecting with Trusted Resources 39:45 Final Thoughts and Contact Information Quotes: "Start early and plan for the ‘what if’ scenarios. It’s about being prepared, not being caught off guard." "Aging in place doesn’t have to be in your current home; it could mean choosing a home that’s more appropriate for aging." Resources Mentioned: Project 1027: A volunteer organization supporting seniors with check-ins and assistance. Artifacts Website: Artifacts (Note: spelled without the second "a") - A platform to document and share the stories behind personal items. Closing Thoughts: As you reflect on today’s discussion, consider why working with a Certified Senior Housing Professional or a Certified Aging in Place Specialist could be beneficial for you or your loved ones. Remember, every chapter you write today shapes your legacy tomorrow. Subscribe & Follow Legacy Toolkit & the Thoughtful Planning podcast: Don't forget to subscribe to Thoughtful Planning on your favorite podcast platform and follow us on social media for updates and more tips on end-of-life planning. https://www.facebook.com/legacytoolkitwithsantiagoandhoney - Legacy Toolkit Facebook Business Page https://www.linkedin.com/company/legacy-toolkit - Legacy Toolkit LinkedIn Business Page Website: https://www.legacytoolkit.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    48 mins
  • Planning With Care: Insights from a Funeral Director EP 22
    Aug 13 2024
    In this episode of Thoughtful Planning, Santiago and Honey interview Dustin (Dusty) Fisher, Funeral Director and Owner of Ebensberger-Fisher Funeral Home in Boerne, TX. Disclaimer: This episode briefly discusses insurance and policies. Please read all documents carefully and ask questions if needed. Consider consulting an estate attorney for further guidance on any unclear documents. Today’s essential question: Why is it important for you to plan your own funeral? Episode Highlights: Introduction to Ebensberger-Fisher Funeral Home: Discover the history and modern transformation of a family-owned funeral home in Boerne, Texas, known for its warm and inviting atmosphere. Expert Insights from Dustin Fisher: Gain valuable advice from Dusty Fisher, co-owner of Ebensberger-Fisher Funeral Home, on the importance of having conversations about end-of-life wishes and how it simplifies decision-making for loved ones. Types of Funeral Services: Explore the range of services offered, from traditional funerals and cremations to green burials and unique memorial celebrations. Memorable Funeral Experiences: Hear intriguing stories from Dusty's years in the business, including creative and unconventional funeral requests. The Planning Process: Understand the steps involved in planning a funeral, whether it's pre-planning or at-need, and how to approach these decisions thoughtfully. Advice for Listeners: Have the Conversation: Engage in open discussions with your loved ones about funeral preferences to alleviate stress and confusion later on. Consider Pre-Planning: Learn the benefits of pre-planning your funeral, including cost savings and peace of mind for both you and your family. Understand Your Options: Be aware of the different types of funeral arrangements available and choose what best aligns with your values and budget. Key Takeaways: Importance of Communication: Effective communication with family members about funeral wishes can significantly ease the planning process and reduce emotional burdens. Flexibility in Planning: Modern funeral homes like Ebensberger-Fisher offer flexible services that cater to personal preferences, whether for a traditional service or a unique celebration of life. Financial Considerations: Pre-planning and insurance policies can help lock in costs and provide financial security for your loved ones. Conclusion: Planning your own funeral is an essential part of end-of-life preparation that ensures your wishes are respected and reduces the emotional and financial strain on your family. By having these conversations now, you create a thoughtful legacy for your loved ones. Connect with Dusty Fisher https://www.facebook.com/ebensbergerfisher to follow Ebensberger-Fisher Funeral Home on Facebook Website: https://www.ebensberger-fisher.com/ Email: info@boernefuneralhome.com Phone: 830-249-2321 Visit them at 1265 North Main Street in Boerne, Texas, to experience their inviting facilities firsthand Subscribe & Follow: Don't forget to subscribe to Thoughtful Planning on your favorite podcast platform and follow us on social media for updates and more tips on end-of-life planning. https://www.facebook.com/legacytoolkitwithsantiagoandhoney - Legacy Toolkit Facebook Business Page https://www.linkedin.com/company/legacy-toolkit - Legacy Toolkit LinkedIn Business Page Website: https://www.legacytoolkit.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    38 mins