Legacy Sips & Tips with Lindsay

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Legacy Sips & Tips with Lindsay

Lindsay Wheeler

54 episodes

3 months ago

Lindsay Wheeler hosts Elizabeth Magayon Flurry from Life's Encore, a concierge consulting business in Reno, Nevada, which helps families navigate the challenges of aging. Elizabeth discusses her background in pet sitting, gourmet food, and wine brokering, and how these experiences led her to start Life's Encore in 2019. The business focuses on integrating smart home technology to assist seniors in aging in place or helping loved ones transition to assisted living. Elizabeth emphasizes the imp...

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Entrepreneurship

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Lindsay Wheeler hosts Elizabeth Magayon Flurry from Life's Encore, a concierge consulting business in Reno, Nevada, which helps families navigate the challenges of aging. Elizabeth discusses her background in pet sitting, gourmet food, and wine brokering, and how these experiences led her to start Life's Encore in 2019. The business focuses on integrating smart home technology to assist seniors in aging in place or helping loved ones transition to assisted living. Elizabeth emphasizes the imp...

Show more...

Entrepreneurship

Episodes (20/54)

Legacy Sips & Tips with Lindsay

E:54- How to transition your loved ones with Life's Encore

Lindsay Wheeler hosts Elizabeth Magayon Flurry from Life's Encore, a concierge consulting business in Reno, Nevada, which helps families navigate the challenges of aging. Elizabeth discusses her background in pet sitting, gourmet food, and wine brokering, and how these experiences led her to start Life's Encore in 2019. The business focuses on integrating smart home technology to assist seniors in aging in place or helping loved ones transition to assisted living. Elizabeth emphasizes the imp...

3 months ago

39 minutes

Legacy Sips & Tips with Lindsay

E:53- Life's a garden, dig it (Gardening with Ben Parrett)

In this episode, Lindsay welcomes back Benjamin Parrett, a UC Davis graduate with expertise in viniculture and agriculture, to dig into the world of gardening. From the basics of growing your own food—even in small spaces like apartments—to the joys of reconnecting with nature, Ben shares practical advice and insights into building your own little green haven. They also discuss soil health, sustainable gardening practices, and how even the simplest urban gardens can foster community and self-...

3 months ago

33 minutes

Legacy Sips & Tips with Lindsay

E:52-Graduating Seniors (ah, your baby is all grown)

In this episode, Lindsay discusses a timely topic for proud parents of graduating seniors—why turning 18 doesn’t mean your role as their protector ends. Lindsay explores the critical importance of setting up powers of attorney for your now-adult "babies" to ensure you can still advocate for them in emergencies, whether it’s paying their bills or making crucial medical decisions. From gifting a practical college estate planning package to empowering young adults to take control of their future...

3 months ago

8 minutes

Legacy Sips & Tips with Lindsay

E:51-Funding Your Trust-Key Steps People Miss

Ahoy, estate planning enthusiasts! In this episode of Sips and Tips with Lindsay, we set sail into the world of trusts with a pirate-themed crash course on funding your estate plan. Lindsay breaks down the essentials of creating and "filling" your pirate chest, with treasures like property, bank accounts, vehicles, and even crypto. Learn why funding your trust is crucial to avoid leaving an empty chest for your loved ones and discover actionable steps to transfer your assets into this secure ...

4 months ago

12 minutes

Legacy Sips & Tips with Lindsay

E:50- What to do After Your Divorce

Divorce is tough, but forgetting to update your estate plan afterward? That’s a disaster waiting to happen. In this episode, Lindsay dives into the critical steps you need to take to protect your assets, ensure your intentions are honored, and avoid your ex ending up on your yacht with their new pool boy. From untangling beneficiary designations to updating guardianship nominations for your kids, Lindsay walks you through the must-dos post-divorce. Grab a glass of your favourite wine and tune...

4 months ago

9 minutes

Legacy Sips & Tips with Lindsay

E:49- All the single ladies, all the single ladies!

- - Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online Want to learn more? Check out our [Free] Webinar HERE Get started with our Cover Your A$$ets Workbook Create Your Estate Plan HERE

5 months ago

12 minutes

Legacy Sips & Tips with Lindsay

In this episode, Lindsay shares highlights from her recent adventures in Peru and the Galápagos Islands, along with practical travel tips to make your trips lighter, more affordable, and stress-free. She also reflects on the importance of cultural immersion, mini-retirements, and having an estate plan before embarking on your next journey. Tune in for a mix of wanderlust inspiration and practical advice! - - Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay For...

5 months ago

21 minutes

Legacy Sips & Tips with Lindsay

E:47- Learn about wine from an actual winemaker

- - Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online Want to learn more? Check out our [Free] Webinar HERE Get started with our Cover Your A$$ets Workbook Create Your Estate Plan HERE

6 months ago

1 hour 10 minutes

Legacy Sips & Tips with Lindsay

- - Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online Want to learn more? Check out our [Free] Webinar HERE Get started with our Cover Your A$$ets Workbook Create Your Estate Plan HERE

6 months ago

18 minutes

Legacy Sips & Tips with Lindsay

E:45- DINK (Dual Income, No Kids) Lifestyle

- - Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online Want to learn more? Check out our [Free] Webinar HERE Get started with our Cover Your A$$ets Workbook Create Your Estate Plan HERE

7 months ago

9 minutes

Legacy Sips & Tips with Lindsay

E:44- What if you can't plan ahead? Incapacitated Planning

- - Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online Want to learn more? Check out our [Free] Webinar HERE Get started with our Cover Your A$$ets Workbook Create Your Estate Plan HERE

7 months ago

11 minutes

Legacy Sips & Tips with Lindsay

E:43- Session 5-Stories from the Hospital with Nurse Extraordinaire Molly Wilder

In our final episode with Nurse Molly Wilder, Lindsay explores how individuals and families confront mortality, the critical role of preparation, and the unexpected ways healthcare professionals navigate emotional and logistical challenges. From poignant personal stories to reflections on the strength and humor needed to face life’s toughest moments, this episode offers an honest look at the human experience. Whether it’s discussing the complexities of power of attorney or finding light in da...

8 months ago

21 minutes

Legacy Sips & Tips with Lindsay

E:42- Session 4-Stories from the Hospital with Nurse Extraordinaire Molly Wilder

In Part 4 with Molly Wilder, we dive deep into the realities of caregiving, end-of-life planning, and the quirks of human nature with special guest Molly Waller. From the humor healthcare professionals use to cope with tough situations to the challenges families face when navigating medical decisions, we cover it all. Molly shares eye-opening stories from her career, discussing everything from diet and sleep hygiene to the importance of having an estate plan and power of attorney in place. It...

8 months ago

59 minutes

Legacy Sips & Tips with Lindsay

E:41-Session 3-Stories from the Hospital with Nurse Extraordinaire Molly Wilder

This is Part 3 of a riveting series with Molly Wilder, an experienced nurse practitioner who shares heartfelt insights on the realities of life, death, and medical care. Together, Lindsay and Molly dive into the dying process, debunk misconceptions about DNR orders, and emphasize the importance of advance directives, estate planning, and having those difficult conversations with your loved ones. Molly’s raw honesty and humor shine through as she recounts powerful stories—from patients finding...

8 months ago

58 minutes

Legacy Sips & Tips with Lindsay

E:40- Session 2-Stories from the Hospital with Nurse Extraordinaire Molly Wilder

Join Lindsay in Session 2 with Molly Wilder, an experienced nurse practitioner, to discuss the realities of life, death, and the medical world. From heartwarming patient stories to the hard truths about the dying process, this episode dives deep into the importance of planning ahead with advance directives, medical powers of attorney, and estate planning. But it’s not all heavy—there’s plenty of laughter as Molly shares some hilariously unforgettable moments from her 14 years in nursing. - - ...

8 months ago

14 minutes

Legacy Sips & Tips with Lindsay

E:39- Session 1-Death with Nurse Extraordinaire Molly Wilder

In this heartwarming and informative episode of Legacy Sips and Tips, Lindsay Wheeler sits down with nurse practitioner-to-be, Molly Wilder, for a candid conversation about life, death, and the vital role of planning ahead. With 14 years of nursing experience, Molly shares moving stories from her time in critical care, offering listeners a firsthand look at the realities of end-of-life decisions and the importance of having an estate plan in place. The two explore how advanced directives, pow...

9 months ago

1 hour 17 minutes

Legacy Sips & Tips with Lindsay

E:38- Snowboarding (and why it's better than skiing, jk jk)

In this episode Lindsay shares her love for snowboarding, taking listeners on a journey through how she got started, her favorite destinations, and why the sport holds such a special place in her heart. From her first clumsy attempts on the slopes to the adrenaline-filled adventures in places like Japan and Italy, Lindsay’s passion for snowboarding is infectious. She also highlights the importance of tying estate planning to high-risk activities like snowboarding, sharing a personal story abo...

9 months ago

14 minutes

Legacy Sips & Tips with Lindsay

E:37- What about your pets when you die?

Lindsay discusses the importance of pet trusts for ensuring the care of pets after the owner's death. She explains that pet trusts can be included in estate plans, providing funds and care instructions for animals. Examples include Leona Helmsley's $12 million trust for her dog Trouble, reduced to $2 million, and Oprah Winfrey's reported $30 million for her dogs. Wheeler emphasizes the need for specific care instructions, such as diet, grooming, and veterinary care, and the importance of nami...

9 months ago

16 minutes

Legacy Sips & Tips with Lindsay

E:36- Estate Planning and Same Sex Relationships

In this episode dive into the critical topic of same-sex marriages and estate planning in today’s uncertain political climate. With the potential for legal changes to federally recognized same-sex marriages, Lindsay discusses the importance of estate planning to protect your partner, advocate for your rights, and secure your family’s future. From powers of attorney to guardianship nominations, she breaks down the essential steps to safeguard your relationships and assets, no matter what the f...

9 months ago

10 minutes

Legacy Sips & Tips with Lindsay

E:35- What happens to your digital assets when you die?

In this episode, Lindsay dives into the intersection of estate planning and the digital world. With so much of our lives now online—from social media and emails to banking and photos—managing your digital assets has never been more important. Lindsay discusses the steps you can take to ensure your digital legacy is protected, from designating legacy contacts to utilizing tools like the Legacy Vault. She also highlights the importance of clear instructions for your digital afterlife, so your l...

10 months ago

10 minutes