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Lacy Garcia

👤 Person
216 total appearances

Appearances Over Time

Podcast Appearances

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

People say this to me all the time. They're like, I'll go look for a new advisor once I get my act together. Wait a second. Would you say, I'm not feeling well. I'm going to wait till I feel better and then I'm going to go to the bathroom.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

People say this to me all the time. They're like, I'll go look for a new advisor once I get my act together. Wait a second. Would you say, I'm not feeling well. I'm going to wait till I feel better and then I'm going to go to the bathroom.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

Two thirds of all Americans today report that they feel like they're living paycheck to paycheck. And I was in a really dark and challenging place, both on a personal level, on a financial level. Instead of looking at where you're not, take a moment and acknowledge where you've come from, everything that you've accomplished.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

Two thirds of all Americans today report that they feel like they're living paycheck to paycheck. And I was in a really dark and challenging place, both on a personal level, on a financial level. Instead of looking at where you're not, take a moment and acknowledge where you've come from, everything that you've accomplished.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

That is gonna be what enables you to then figure out exactly where it is you wanna get to.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

That is gonna be what enables you to then figure out exactly where it is you wanna get to.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

The number one thing is.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

The number one thing is.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

Ileana, it's wonderful to be here with you. If you had told me 15 years ago that I would be sitting here, having started TrustTheLaw.com and having had the experience that I have, I would never have believed you. But I think that both my professional, but really my life experience, if anybody who is listening right now has ever had their life really blow up in their face,

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

Ileana, it's wonderful to be here with you. If you had told me 15 years ago that I would be sitting here, having started TrustTheLaw.com and having had the experience that I have, I would never have believed you. But I think that both my professional, but really my life experience, if anybody who is listening right now has ever had their life really blow up in their face,

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

Somebody who was a type A planner. It wasn't quite a wake up overnight, but it felt that way where I was all of a sudden in this quarter life, call it midlife crisis, where all of a sudden my marriage was ending unexpectedly. A lot of things that I had thought were reality in my life were all of a sudden not what I had thought. And I was in a really dark and challenging place.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

Somebody who was a type A planner. It wasn't quite a wake up overnight, but it felt that way where I was all of a sudden in this quarter life, call it midlife crisis, where all of a sudden my marriage was ending unexpectedly. A lot of things that I had thought were reality in my life were all of a sudden not what I had thought. And I was in a really dark and challenging place.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

both on a personal level, on a financial level. And also at the time, my career was helping to propel me forward, but I had found myself, I was in financial services and here I am then actually acting as an advisor to other people, but then struggling financially. on a deeply personal level and not being able to get connected to the people that I needed.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

both on a personal level, on a financial level. And also at the time, my career was helping to propel me forward, but I had found myself, I was in financial services and here I am then actually acting as an advisor to other people, but then struggling financially. on a deeply personal level and not being able to get connected to the people that I needed.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

So I felt like we all hear about imposter syndrome. I felt like an imposter. And at the moment, fast forward, it was five years later that I started Willow, but I hadn't realized that that experience that I was having, At the time, it felt so, I was so ashamed, couldn't believe I wouldn't have wanted to share it with anybody.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

So I felt like we all hear about imposter syndrome. I felt like an imposter. And at the moment, fast forward, it was five years later that I started Willow, but I hadn't realized that that experience that I was having, At the time, it felt so, I was so ashamed, couldn't believe I wouldn't have wanted to share it with anybody.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

But frankly, I realized that actually so many, not just women, but so many people have been in similar circumstances and through that and struggling to figure out and get the answers and get connected to the right financial professional. And then wondering why is this so hard? I'm like, maybe I made some mistakes and maybe some things happened very differently, but I'm asking the right questions.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

But frankly, I realized that actually so many, not just women, but so many people have been in similar circumstances and through that and struggling to figure out and get the answers and get connected to the right financial professional. And then wondering why is this so hard? I'm like, maybe I made some mistakes and maybe some things happened very differently, but I'm asking the right questions.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

I'm trying to do the right things. Why is this so hard? Maybe it's not me, actually. Maybe that there's a different way And maybe there should be a different path than feeling like you have to be judged or you have to have your act together when you're going and trying to put a financial plan together.

Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

I'm trying to do the right things. Why is this so hard? Maybe it's not me, actually. Maybe that there's a different way And maybe there should be a different path than feeling like you have to be judged or you have to have your act together when you're going and trying to put a financial plan together.

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