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Leap Academy with Ilana Golan

How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All | E69

09 Jan 2025

Transcription

Full Episode

0.97 - 10.754 Lacy Garcia

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.

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10.794 - 21.639 Ilana

That's totally true. Lacey Garcia, the founder and CEO of Willow, a financial platform which connects women and families with their ideal financial advisor.

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21.659 - 41.049 Lacy Garcia

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.

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41.429 - 47.012 Lacy Garcia

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

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47.572 - 56.004 Ilana

Is there one really common mistake that you see repeatedly with people that are coming to you that needs the financial advice?

56.765 - 57.646 Lacy Garcia

The number one thing is.

70.501 - 94.999 Ilana

Lacey Garcia, the founder and CEO of Willow, a financial platform which connects women and families with their ideal financial advisor, which is so, so, so important. This incredible idea really came to you from your own need at your 30th, right, or somewhere around mid-30s. And due to your own life changes, what happened?

95.619 - 118.051 Lacy Garcia

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,

118.917 - 119.537 Ilana

everything.

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