https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>enSociety & CultureCopyright Legacy Planninghttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/2e2c9e8f536e05536a712f99589ac6fe.jpghttps://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446Mon, 24 Aug 2026 23:39:07 +0000Angelina CarletonAngelina Carletoninfo@angelinacarleton.comHosted by legacy advisor Angelina Carleton, each episode invites you to explore the mindset, values, and actions that shape how you’ll be remembered—long after the deal is closed or the estate is settled.
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>true3c08c423-b94b-5806-a409-5c4a14ad1f5depisodicSupport the podcast!http://www.designurlegacy.com
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/74668671Mon, 24 Aug 2026 23:33:02 +0000Angelina CarletonGiuseppe Grammatico is a franchise advisor, author, and speaker who transitioned from a successful Wall Street investment career to business ownership in multiple industries. With over two decades in the franchising industry, he has guided hundreds of...
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>5327falsefullhttp://www.sparkyourlegacy.com
In this episode, I speak with investor and founder Jaden Sterling. Jaden speaks about his journey of venturing out to start his own company, IRS classifications, the spiritual download as a teenager and setting an intention each day. In his personal development, Jaden asks "How good can I stand it today?” in order to receive all the universe wants to bring him. Tune in to hear how Jaden leverages a core value of intuition – trusting his ‘downloads’ as a guidance system in facing the unknown - as he grows his business, his net worth and his legacy.


Learn more about Jaden Sterling at https://sterlingstockpicker.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/74410425Thu, 20 Aug 2026 18:48:21 +0000Angelina CarletonPeople can be held back from designing their legacy due to fear, whether it’s external or self-imposed. The fear to grow beyond one’s comfort zone can be due to a lack of knowledge, a feeling of incompetency, or a scarcity mindset … especially if one...
In this episode, I speak with investor and founder Jaden Sterling. Jaden speaks about his journey of venturing out to start his own company, IRS classifications, the spiritual download as a teenager and setting an intention each day. In his personal development, Jaden asks "How good can I stand it today?” in order to receive all the universe wants to bring him. Tune in to hear how Jaden leverages a core value of intuition – trusting his ‘downloads’ as a guidance system in facing the unknown - as he grows his business, his net worth and his legacy.


Learn more about Jaden Sterling at https://sterlingstockpicker.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3275falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with inventor Jeanine Lum about her intellectual property (IP) and journey as an entrepreneur. Legacy isn’t just a bank account; it’s a patent, a brand, and a new standard. Tune in to hear how she will now consider new avenues of opportunity as well as growth. How will her IP and licensing agreements be managed, protected and monetized to provide for her heirs without requiring them to operate the business or contracts themselves? Will she bring her grandchildren into the business to teach them her work ethic and pass down her resilience and grit -- the actual asset that made all of it possible--to experience the struggle of starting from an idea? Hear from the matriarch that defied the odds time and again!  

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Jeanine Lum is the inventor and founder of 3rd Bottle®, a patent-pending wine transport system designed to protect fine wine from heat exposure and travel shock. Drawing on a diverse career as a former Los Angeles County Sheriff’s Sergeant, flight attendant, commercial construction founder, and WSET II wine certified expert, she uses her unique background to question accepted industry norms and engineer practical solutions. Today, Jeanine speaks and consults on innovation, resilience, and licensing, inspiring entrepreneurs to build lasting legacies by turning everyday frustrations into game-changing opportunities.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/74218619Mon, 17 Aug 2026 17:17:52 +0000Angelina CarletonA first-generation wealth creator has to move from offensive to defensive, but there’s a rarely a legacy playbook to tell them that. A founder builds something entirely from scratch through grit, intuition, and personal sacrifice. Then comes the...
In this episode, hostess Angelina Carleton speaks with inventor Jeanine Lum about her intellectual property (IP) and journey as an entrepreneur. Legacy isn’t just a bank account; it’s a patent, a brand, and a new standard. Tune in to hear how she will now consider new avenues of opportunity as well as growth. How will her IP and licensing agreements be managed, protected and monetized to provide for her heirs without requiring them to operate the business or contracts themselves? Will she bring her grandchildren into the business to teach them her work ethic and pass down her resilience and grit -- the actual asset that made all of it possible--to experience the struggle of starting from an idea? Hear from the matriarch that defied the odds time and again!  

-

Jeanine Lum is the inventor and founder of 3rd Bottle®, a patent-pending wine transport system designed to protect fine wine from heat exposure and travel shock. Drawing on a diverse career as a former Los Angeles County Sheriff’s Sergeant, flight attendant, commercial construction founder, and WSET II wine certified expert, she uses her unique background to question accepted industry norms and engineer practical solutions. Today, Jeanine speaks and consults on innovation, resilience, and licensing, inspiring entrepreneurs to build lasting legacies by turning everyday frustrations into game-changing opportunities.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3298falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Bhaj Townsend about behavioral insights and needed cohesion. With her twenty years helping clients shift from tension to cohesion, Bhaj Townsend brings results and new education in emotional governance - helping to resolve conflicts and build trust again so as to keep families strong for generations. Or as she likes to say that she “… helps prepare family members for the receipt of wealth so it unites families rather than divides them.” Tune in to hear more in this 90-minute conversation!

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Learn more about Bhaj at https://focusandsustain.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/73854697Wed, 12 Aug 2026 17:27:39 +0000Angelina CarletonWith affluent families and their businesses, there can be great conflict. Conflict that when unresolved, can lead to bitter breakups and a permanent loss of trust. This does not have to be as with proper tools, there can be a way forward in...
In this episode, hostess Angelina Carleton speaks with Bhaj Townsend about behavioral insights and needed cohesion. With her twenty years helping clients shift from tension to cohesion, Bhaj Townsend brings results and new education in emotional governance - helping to resolve conflicts and build trust again so as to keep families strong for generations. Or as she likes to say that she “… helps prepare family members for the receipt of wealth so it unites families rather than divides them.” Tune in to hear more in this 90-minute conversation!

-

Learn more about Bhaj at https://focusandsustain.com.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>5169falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with John Link about understanding what happened in a loved one's life and why they made their choices as one of the greatest gifts parents can share—like one of the seven wonders of the world. By choosing to "say the quiet parts out loud," parents can move beyond uncontrollable market forces and transfer their core decision-making mindsets to the next generation. After all, high-net-worth individuals utilize a deliberate, structured process for making decisions, because a well-crafted legacy plan will outshine a default or non-existent one. Tune in as we discuss how structured conversations and thoughtful fiduciary guidance can turn a chaotic wealth transfer into an empowered, multi-generational legacy!

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Disclaimer: John Link is an Investment Adviser Representative with Royal Fund Management, LLC, an SEC Registered Investment Adviser. This content is for informational purposes only and does not constitute personalized financial advice. Full disclosures will be provided at the end of this video. Advisory services are offered through Royal Fund Management, LLC, Link Wealth Mgmt. Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through (Link Financial). Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. The information should not be construed as an offer to buy or sell or a solicitation of any offer to buy or sell securities mentioned here. This presentation should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the advisor as of the date of the presentation and are subject to change. Past performance may not be indicative of future results therefore, no current prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Royal Fund Management LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the commission, nor does it indicate that the advisor has attained a particular level of skill or ability.

Content was prepared by a third-party, unaffiliated provider and is not the product of the adviser or Royal Fund Management LLC, and should not be regarded as a complete analysis of the subjects discussed. Language used by the third-party that appears promissory should be considered as mere marketing hype or hyperbole, and the reader is reminded that there can be no guarantees or assurances or any particular outcome. Although we believe the content is reliable, it is not guaranteed as to accuracy and is not intended to be the primary basis for investment decisions. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. All information and ideas should be discussed in detail with your Investment Adviser Representative prior to implementation.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/73580250Thu, 06 Aug 2026 22:14:00 +0000Angelina CarletonEvery family carries a deep well of history, yet few heirs ever receive a clear 10-point checklist detailing the define-and-shape war stories and pivotal moments of their parents or grandparents. To make matters worse, patriarchs and matriarchs often...
In this episode, hostess Angelina Carleton speaks with John Link about understanding what happened in a loved one's life and why they made their choices as one of the greatest gifts parents can share—like one of the seven wonders of the world. By choosing to "say the quiet parts out loud," parents can move beyond uncontrollable market forces and transfer their core decision-making mindsets to the next generation. After all, high-net-worth individuals utilize a deliberate, structured process for making decisions, because a well-crafted legacy plan will outshine a default or non-existent one. Tune in as we discuss how structured conversations and thoughtful fiduciary guidance can turn a chaotic wealth transfer into an empowered, multi-generational legacy!

-

Disclaimer: John Link is an Investment Adviser Representative with Royal Fund Management, LLC, an SEC Registered Investment Adviser. This content is for informational purposes only and does not constitute personalized financial advice. Full disclosures will be provided at the end of this video. Advisory services are offered through Royal Fund Management, LLC, Link Wealth Mgmt. Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through (Link Financial). Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. The information should not be construed as an offer to buy or sell or a solicitation of any offer to buy or sell securities mentioned here. This presentation should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the advisor as of the date of the presentation and are subject to change. Past performance may not be indicative of future results therefore, no current prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Royal Fund Management LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the commission, nor does it indicate that the advisor has attained a particular level of skill or ability.

Content was prepared by a third-party, unaffiliated provider and is not the product of the...]]>4030falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with former pastor Kenneth Kollasch about reinvesting the equity of tangible success back into the equity of spiritual, emotional and mental success in what we will carry for eternity. When we skillfully invest into relational capital for the objective of duplication, we grow in our personal development as well as our skills as a ‘shepherd’. Tune in to hear how you can move from surface level tangible destination points in your Legacy Plan to spiritual health given your talents!

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As a 3rd-generation entrepreneur, Kenneth Kollasch grew up witnessing firsthand both the incredible potential and the grueling demands of family enterprise. Drawing on his background as a former pastor, he brings a deeply compassionate, purpose-driven perspective to helping business leaders align their operational goals with timeless spiritual values. Having spent over 14 years navigating business leadership, franchising, and coaching, Kenneth has a unique gift for bridging the gap between marketplace performance and meaningful, multi-generational stewardship. Today, as a certified business coach, he helps entrepreneurs transform their operations so they can build a lasting legacy that thrives both at work and at home.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/73301707Sat, 01 Aug 2026 04:16:41 +0000Angelina CarletonWhen a part of our identity isn’t developed for an expanded legacy, the weight of responsibility that comes with wealth can weigh heavy as well as unspoken. “What if I am wasting what someone else created, that I didn’t work for? I don’t know what I...
In this episode, hostess Angelina Carleton speaks with former pastor Kenneth Kollasch about reinvesting the equity of tangible success back into the equity of spiritual, emotional and mental success in what we will carry for eternity. When we skillfully invest into relational capital for the objective of duplication, we grow in our personal development as well as our skills as a ‘shepherd’. Tune in to hear how you can move from surface level tangible destination points in your Legacy Plan to spiritual health given your talents!

-

As a 3rd-generation entrepreneur, Kenneth Kollasch grew up witnessing firsthand both the incredible potential and the grueling demands of family enterprise. Drawing on his background as a former pastor, he brings a deeply compassionate, purpose-driven perspective to helping business leaders align their operational goals with timeless spiritual values. Having spent over 14 years navigating business leadership, franchising, and coaching, Kenneth has a unique gift for bridging the gap between marketplace performance and meaningful, multi-generational stewardship. Today, as a certified business coach, he helps entrepreneurs transform their operations so they can build a lasting legacy that thrives both at work and at home.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>5213falsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton speaks with author Deante Young about how we all have exceptional things to give but we may not realize it if we have a toxic relationship with ourself. Yet he opines that sharing your stories are the 'highest form of philanthropy' because you can't replicate the 'lived experiences'. When you act like a museum, the past can inform the future because your past can be profound to someone else - when we can sit in another's moments of victory as well as pain. Tune in to hear how the most successful families have top notch communication and share their stories.  

-

Your clients have a plan for their wealth. Nobody has a plan for the wisdom that built it. Most legacy-stage families give millions to build institutions. But without their story, those institutions are monuments without meaning. You see the name on the building. You never learn the why behind the gift. We spend years teaching children the formation stories of strangers. Yet most families never document the wounds, wisdom, and decisions of the people whose blood actually runs through their veins. Abraham Lincoln died 160 years ago. No one who knew him is alive. Yet we know his story because he preserved it. Your clients will never meet their great-great-grandchildren. But after reading their family's formation story, those children will know exactly who they came from and why it matters.

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Deante Young extracts and preserves the formation story behind his clients' success: the experiences, relationships, wounds, and wisdom that no legal document captures. Using the L.I.V.E.S.E.T.™ framework, a proprietary seven-component methodology, he produces ghostwritten memoirs, authorized biographies, personal documentaries, and family operating systems that become the permanent governance document missing from every estate plan. The family operating system goes further. It documents the values, traditions, and identity of the family as a unit, and establishes an annual re-telling ritual so that formation never gets lost across generations. Learn more at: https://deanteyoung.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/73077963Thu, 30 Jul 2026 17:25:39 +0000Angelina CarletonStories are what hold the world together, whether it is movies or songs. Yet we often don't know other's stories in our own families or on the sides of buildings or museums. To be brutally honest, we lack the courage (not the confidence) to share our...
In this episode, hostess Angelina Carleton speaks with author Deante Young about how we all have exceptional things to give but we may not realize it if we have a toxic relationship with ourself. Yet he opines that sharing your stories are the 'highest form of philanthropy' because you can't replicate the 'lived experiences'. When you act like a museum, the past can inform the future because your past can be profound to someone else - when we can sit in another's moments of victory as well as pain. Tune in to hear how the most successful families have top notch communication and share their stories.  

-

Your clients have a plan for their wealth. Nobody has a plan for the wisdom that built it. Most legacy-stage families give millions to build institutions. But without their story, those institutions are monuments without meaning. You see the name on the building. You never learn the why behind the gift. We spend years teaching children the formation stories of strangers. Yet most families never document the wounds, wisdom, and decisions of the people whose blood actually runs through their veins. Abraham Lincoln died 160 years ago. No one who knew him is alive. Yet we know his story because he preserved it. Your clients will never meet their great-great-grandchildren. But after reading their family's formation story, those children will know exactly who they came from and why it matters.

-

Deante Young extracts and preserves the formation story behind his clients' success: the experiences, relationships, wounds, and wisdom that no legal document captures. Using the L.I.V.E.S.E.T.™ framework, a proprietary seven-component methodology, he produces ghostwritten memoirs, authorized biographies, personal documentaries, and family operating systems that become the permanent governance document missing from every estate plan. The family operating system goes further. It documents the values, traditions, and identity of the family as a unit, and establishes an annual re-telling ritual so that formation never gets lost across generations. Learn more at: https://deanteyoung.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: 5186falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Alexey Sokolov of Northwestern Mutual to break down why standard wealth strategies fall short—and how to build different systems for family alignment, financial security, and intergenerational impact. To design a legacy that truly protects and inspires, you need a holistic, dedicated discipline—not just standard financial products. Also, by developing your family into a healthy and functional team and surrounding yourself with advisors who ask the uncomfortable questions AI can’t, you transform your business success into an enduring legacy. Tune into hear how you too can prepare yourself for real legacy preservation and why your human experiences are as valuable as original artwork!

-

Alexey Sokolov helps tech founders, investors, and senior professionals design tax‑efficient, resilient wealth strategies so they can focus on building, not worrying. Over the last decade, he has:

• Managed capital in a hedge fund environment and navigated multiple market cycles.
• Led a broker‑dealer and worked inside regulated financial infrastructure.
• Built fintech products for investors and professionals, seeing where systems fail in real life.

Typical challenges he works on:

• Founder liquidity and diversification without “blowing up” future upside.
• Structuring cross‑border and multi‑jurisdiction wealth in a tax‑aware way.
• Building investment frameworks that balance growth, downside protection, and lifestyle goals.

Alexey can be reached at: https://www.linkedin.com/in/alexeysokolovnm; alexey.sokolov@nm.com.


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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/73091017Fri, 24 Jul 2026 00:33:18 +0000Angelina CarletonMost founders spend decades building their financial capital, yet nearly 90% fail to protect and transfer their true legacy. Building wealth isn't the same as sustaining it. Neither is designing your legacy. A separate team of advisors is needed. In...
In this episode, hostess Angelina Carleton speaks with Alexey Sokolov of Northwestern Mutual to break down why standard wealth strategies fall short—and how to build different systems for family alignment, financial security, and intergenerational impact. To design a legacy that truly protects and inspires, you need a holistic, dedicated discipline—not just standard financial products. Also, by developing your family into a healthy and functional team and surrounding yourself with advisors who ask the uncomfortable questions AI can’t, you transform your business success into an enduring legacy. Tune into hear how you too can prepare yourself for real legacy preservation and why your human experiences are as valuable as original artwork!

-

Alexey Sokolov helps tech founders, investors, and senior professionals design tax‑efficient, resilient wealth strategies so they can focus on building, not worrying. Over the last decade, he has:

• Managed capital in a hedge fund environment and navigated multiple market cycles.
• Led a broker‑dealer and worked inside regulated financial infrastructure.
• Built fintech products for investors and professionals, seeing where systems fail in real life.

Typical challenges he works on:

• Founder liquidity and diversification without “blowing up” future upside.
• Structuring cross‑border and multi‑jurisdiction wealth in a tax‑aware way.
• Building investment frameworks that balance growth, downside protection, and lifestyle goals.

Alexey can be reached at: https://www.linkedin.com/in/alexeysokolovnm; alexey.sokolov@nm.com.


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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3961falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks to Douglas Bates about how we fear the unknown, especially when the spouse and children of all ages don’t know what’s going on or how anything works. The concept of ‘legacy’ as well as ‘family’ need to be more important than one’s own ego, so there can be these discussions as well as dialogue about future endeavors. Tune in to hear remedies when there’s a big ‘legacy gap’ due to when your advisors aren’t all working together because they are staying in their silos!

-

An estate plan does not mean a family is prepared. That’s why Legacy Preparedness is vital. Legacy is that which survives a person—the family relationships they nurtured, the financial capital they created, the values and wisdom they passed on, the charitable impact they made, and the institutions they helped strengthen. Legacy is not measured by how much a person leaves behind, but by how well the next generation is prepared to secure it. For many people, family is their most important legacy. A legacy may also include financial assets, businesses, leadership responsibilities, and charitable commitments that must be understood, protected, and preserved for future generations.
DePaul & Associates is a legacy planning firm that explains why Legacy Preparedness goes beyond estate planning. It prepares the next generation for stewardship so that what matters most can endure across generations. Estate Planned. Family Prepared.

Reach out to Douglas at https://www.linkedin.com/in/douglasbateschiefstrategist and/or https://www.linkedin.com/company/depaul-&-associates.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/73021187Fri, 17 Jul 2026 03:25:19 +0000Angelina CarletonYoung and adult children should have the conversations about your wishes, dreams, and decisions before they need the answers. You can’t wait until the emergency or the funeral when emotions are high in a crisis. Few humans rarely regret having these...
In this episode, hostess Angelina Carleton speaks to Douglas Bates about how we fear the unknown, especially when the spouse and children of all ages don’t know what’s going on or how anything works. The concept of ‘legacy’ as well as ‘family’ need to be more important than one’s own ego, so there can be these discussions as well as dialogue about future endeavors. Tune in to hear remedies when there’s a big ‘legacy gap’ due to when your advisors aren’t all working together because they are staying in their silos!

-

An estate plan does not mean a family is prepared. That’s why Legacy Preparedness is vital. Legacy is that which survives a person—the family relationships they nurtured, the financial capital they created, the values and wisdom they passed on, the charitable impact they made, and the institutions they helped strengthen. Legacy is not measured by how much a person leaves behind, but by how well the next generation is prepared to secure it. For many people, family is their most important legacy. A legacy may also include financial assets, businesses, leadership responsibilities, and charitable commitments that must be understood, protected, and preserved for future generations.
DePaul & Associates is a legacy planning firm that explains why Legacy Preparedness goes beyond estate planning. It prepares the next generation for stewardship so that what matters most can endure across generations. Estate Planned. Family Prepared.

Reach out to Douglas at https://www.linkedin.com/in/douglasbateschiefstrategist and/or https://www.linkedin.com/company/depaul-&-associates.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3563falsefullhttp://www.designurlegacy.com
Writing a book is a powerful way to define your legacy. Yet, many individuals still don't know why their authorship matters in the age of AI and how your thought leadership can become a legacy asset ... particularly for founders, business owners, family enterprises, and affluent individuals.

In this conversation, hostess Angelina Carleton speaks with Aurora Winter as shares her unique perspective on why writing a book has its role in legacy preservation, intellectual capital, succession, governance, and inter-generational wealth transfer. Is it only you whom can share your life's SOP (standard operating procedures)? Drawing on her life and business experiences, she explains the connection between storytelling and your lasting legacy. So how can your Legacy IP (intellectual property) to stand the test of time? Tune in to hear what the four irreplaceable assets are to lead the way for your Legacy Assets of IP!

-

Get your free copy of Aurora's book at https://dl.bookfunnel.com/mq5wmvplbz.

Additional Links:
    1. Free "Ready to Launch as a Thought Leader?" quiz: https://thoughtleaderlaunch.com/
    2. Same Page Publishing: https://www.samepagepublishing.com
    3. Marketing Fastrack: How I Made $250,000 in 90 Days Using This Short Book by Aurora    
        Winter- on Amazon: https://www.amazon.com/dp/B08Y7Y93HJ/
    4. Claim your gift hardcover book here: https://turnwordsintowealth.com/


-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/72922696Sat, 11 Jul 2026 00:08:10 +0000Angelina CarletonMost people are reserved to write about their stories of transformation, even if it led to their life's wisdom. They become shy to show their smile, to share their style or to speak about their refined judgement ... especially if it comes from the...
Writing a book is a powerful way to define your legacy. Yet, many individuals still don't know why their authorship matters in the age of AI and how your thought leadership can become a legacy asset ... particularly for founders, business owners, family enterprises, and affluent individuals.

In this conversation, hostess Angelina Carleton speaks with Aurora Winter as shares her unique perspective on why writing a book has its role in legacy preservation, intellectual capital, succession, governance, and inter-generational wealth transfer. Is it only you whom can share your life's SOP (standard operating procedures)? Drawing on her life and business experiences, she explains the connection between storytelling and your lasting legacy. So how can your Legacy IP (intellectual property) to stand the test of time? Tune in to hear what the four irreplaceable assets are to lead the way for your Legacy Assets of IP!

-

Get your free copy of Aurora's book at https://dl.bookfunnel.com/mq5wmvplbz.

Additional Links:
    1. Free "Ready to Launch as a Thought Leader?" quiz: https://thoughtleaderlaunch.com/
    2. Same Page Publishing: https://www.samepagepublishing.com
    3. Marketing Fastrack: How I Made $250,000 in 90 Days Using This Short Book by Aurora    
        Winter- on Amazon: https://www.amazon.com/dp/B08Y7Y93HJ/
    4. Claim your gift hardcover book here: https://turnwordsintowealth.com/


-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3976falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Jeremy Shere, PhD as he draws from his list of key questions such as: What is the 'why' behind this money? How did this come to be? Where did this start? If you don't initiate the communicate about your family's history, who will? What did all of that mean to you? How DID you feel about it? What kept you going? What are your hopes and dreams? What do you stand for? What's really important to you? What does this all mean, in what it took to get here? Tune in to hear that we all have a lot of fragments, a lot of pieces, and unless the effort is made, the next generations are left with fragments. Instead, what's inspiring that you want to pass along for your legacy?

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Learn more about Jeremy at https://legacyhousestudios.com.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/72707880Fri, 26 Jun 2026 22:22:14 +0000Angelina CarletonWe can often see the finished product of a successful family, but we have no idea what went into their history. And if we wait too long, we will never know our parents, grandparents or caretakers "as people". Facts and figures won't reveal what's...
In this episode, hostess Angelina Carleton speaks with Jeremy Shere, PhD as he draws from his list of key questions such as: What is the 'why' behind this money? How did this come to be? Where did this start? If you don't initiate the communicate about your family's history, who will? What did all of that mean to you? How DID you feel about it? What kept you going? What are your hopes and dreams? What do you stand for? What's really important to you? What does this all mean, in what it took to get here? Tune in to hear that we all have a lot of fragments, a lot of pieces, and unless the effort is made, the next generations are left with fragments. Instead, what's inspiring that you want to pass along for your legacy?

-

Learn more about Jeremy at https://legacyhousestudios.com.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4755estateplanning,familybiography,familybusiness,familyhistory,familylegacy,familyvalues,generationalwealth,intergenerationalwealth,jeremyshere,legacyplanning,legacystorytelling,personallegacy,storytelling,wealthtransferfalsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton speaks with Raquel G., author of 'This Is Not My Mother', about healing from the lasting effects of growing up with an emotionally distant and narcissistic parent. They explore why toxic family dynamics are often created before we are born and how societal expectations can obscure emotional harm. Tune in to hear the value of self-care with one's heart when building a meaningful legacy - ultimately, this episode is a powerful reminder that one of the greatest legacies we can leave is authenticity, peace, and the courage to break generational curses.

Visit www.authorraquelg.com to buy your copy where you’ll get 10% off - also on Amazon.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/72641079Tue, 23 Jun 2026 00:49:22 +0000Angelina CarletonUnrecognized emotional abuse from childhood can last for years into adulthood, especially when that behavior felt harmful but wasn’t understood, the experience wasn't validated or there wasn't language to process it. Not having the words, frameworks...
In this episode, hostess Angelina Carleton speaks with Raquel G., author of 'This Is Not My Mother', about healing from the lasting effects of growing up with an emotionally distant and narcissistic parent. They explore why toxic family dynamics are often created before we are born and how societal expectations can obscure emotional harm. Tune in to hear the value of self-care with one's heart when building a meaningful legacy - ultimately, this episode is a powerful reminder that one of the greatest legacies we can leave is authenticity, peace, and the courage to break generational curses.

Visit www.authorraquelg.com to buy your copy where you’ll get 10% off - also on Amazon.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4538authenticliving,breakinggenerationalcurses,consciousparenting,designyourlegacy,emotionalhealing,familydynamics,familylegacy,generationalhealing,healthyboundaries,intergenerationaltrauma,journaling,legacyplanning,mentalhealth,motherdaughterrelationship,narcissisticabuserecovery,narcissisticmother,personalgrowth,raquelg,self-awareness,traumarecoveryfalsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton welcomes Gary Preisser of Stonebriar Wealth Advisors to discuss how purpose defines your beliefs, meaning and the timing of all that is important. This conversation offers valuable financial, life and legacy advice for anyone seeking inspiration. It's a great 'watch' as well as 'listen' for those interested in personal development as well as legacy strategies, aiming to hear new questions on topics rarely spoken or written about in 2026.


-

Gary Preisser is the founder and CEO of Stonebriar Wealth Advisors, a nationally recognized wealth management firm dedicated to helping individuals, families, and business owners align their financial resources with their life purpose. Known for his innovative "Cash Flow Clock" approach, Gary helps clients create financial clarity, confidence, and long-term stewardship strategies that extend far beyond traditional investment management. Through decades of experience, he has become a trusted advisor to affluent families seeking to build, preserve, and transfer wealth while creating a meaningful and lasting legacy.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/72604027Fri, 19 Jun 2026 19:21:17 +0000Angelina CarletonWhat if you could breathe and then, dream ... when it comes to your Legacy Plan? Many individuals, even millionaires, are so used to living in fear, or survival mode, and have been in that mindset their entire lives. Yet, your assets are tools...
In this episode, hostess Angelina Carleton welcomes Gary Preisser of Stonebriar Wealth Advisors to discuss how purpose defines your beliefs, meaning and the timing of all that is important. This conversation offers valuable financial, life and legacy advice for anyone seeking inspiration. It's a great 'watch' as well as 'listen' for those interested in personal development as well as legacy strategies, aiming to hear new questions on topics rarely spoken or written about in 2026.


-

Gary Preisser is the founder and CEO of Stonebriar Wealth Advisors, a nationally recognized wealth management firm dedicated to helping individuals, families, and business owners align their financial resources with their life purpose. Known for his innovative "Cash Flow Clock" approach, Gary helps clients create financial clarity, confidence, and long-term stewardship strategies that extend far beyond traditional investment management. Through decades of experience, he has become a trusted advisor to affluent families seeking to build, preserve, and transfer wealth while creating a meaningful and lasting legacy.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3823businessowners,designyourlegacy,estateplanning,familygovernance,familyoffice,familywealth,financialadvisor,financialplanning,garypreisser,garypressier,generationalwealth,highnetworth,legacyplanning,privatewealth,retirementplanning,stewardship,successionplanning,wealthcontinuity,wealthmanagement,wealthtransferfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Gregory Kovsky, President of IBA (International Business Associates), about the loneliness as well as vision founders have to navigate to preserve human and all other forms of capital. Together, we explore how money can color relationships, what will have the same pleasure in life (after the sale) and planning ahead is always better than ‘let’s work it out after the sale’, given the vested parties impacted by a Founder’s decisions. Tune in to discover how to transform your business exit into a legacy opportunity!

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Gregory Kovsky is the President of IBA (International Business Associates), one of the Pacific Northwest's most established business brokerage and mergers & acquisitions firms, serving entrepreneurs and family-owned businesses for over 50 years. A licensed business intermediary with more than 300 completed transactions across multiple states, Gregory specializes in the sale of manufacturing, distribution, technology, service, education, and industrial companies. Learn more at https://ibainc.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/72487034Thu, 11 Jun 2026 20:01:00 +0000Angelina CarletonMost founders feel their legacy could be more authentic and honest, but they don’t know where to start. The personal side of any business exit, such as impact on relationships, purpose or creating a customized legacy plan, is starting to become a...
In this episode, hostess Angelina Carleton speaks with Gregory Kovsky, President of IBA (International Business Associates), about the loneliness as well as vision founders have to navigate to preserve human and all other forms of capital. Together, we explore how money can color relationships, what will have the same pleasure in life (after the sale) and planning ahead is always better than ‘let’s work it out after the sale’, given the vested parties impacted by a Founder’s decisions. Tune in to discover how to transform your business exit into a legacy opportunity!

-

Gregory Kovsky is the President of IBA (International Business Associates), one of the Pacific Northwest's most established business brokerage and mergers & acquisitions firms, serving entrepreneurs and family-owned businesses for over 50 years. A licensed business intermediary with more than 300 completed transactions across multiple states, Gregory specializes in the sale of manufacturing, distribution, technology, service, education, and industrial companies. Learn more at https://ibainc.com.

-


At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4102businessbrokerage,businessexitstrategy,businessgrowth,businessowners,businessvaluation,designyourlegacy,entrepreneurialjourney,entrepreneurship,exitplanning,familybusiness,founderlegacy,generationalwealth,gregorykovsky,leadershiptransition,legacyplanning,mergersandacquisitions,privatebusiness,successionplanning,wealthtransfer,wealthwithpurposefalsefullhttp://www.angelinacarleton.comLeadership, emotional intelligence, and legacy. Many entrepreneurs excel at strategy, efficiency, and performance but struggle to create trust, loyalty, and genuine human connection. Many companies have excellent products and services but fail to differentiate themselves emotionally in the marketplace. Many founders build valuable businesses but lack a framework for preserving values, purpose, and love for their holistic legacy.

In this episode, hostess Angelina Carleton speaks with Sebastian Schelper to discuss how to design your legacy, business and future as a creative fusion of art and science. Tune in to bridge the gap between performance and purpose, precision and humanity, as well as success and legacy!

What is the emotional value of your Legacy?

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Sebastian Schelper is a globally minded business leader and former BMW executive known for combining German precision, innovation, and emotional intelligence in leadership, the customer experience and product design. His work focuses on transforming the human side of business by helping founders and executives align performance, purpose, and meaningful impact. Learn more about Sebastian at https://bqcapital.us as well as https://www.linkedin.com/pulse/how-win-competitive-marketplace-without-fighting-your-schelper-3lo9c/?trackingId=8F1c6UfVSGayzNzyRBW9Pg%3D%3D.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/72374413Fri, 05 Jun 2026 18:45:27 +0000Angelina CarletonLeadership, emotional intelligence, and legacy. Many entrepreneurs excel at strategy, efficiency, and performance but struggle to create trust, loyalty, and genuine human connection. Many companies have excellent products and services but fail to...Leadership, emotional intelligence, and legacy. Many entrepreneurs excel at strategy, efficiency, and performance but struggle to create trust, loyalty, and genuine human connection. Many companies have excellent products and services but fail to differentiate themselves emotionally in the marketplace. Many founders build valuable businesses but lack a framework for preserving values, purpose, and love for their holistic legacy.

In this episode, hostess Angelina Carleton speaks with Sebastian Schelper to discuss how to design your legacy, business and future as a creative fusion of art and science. Tune in to bridge the gap between performance and purpose, precision and humanity, as well as success and legacy!

What is the emotional value of your Legacy?

-

Sebastian Schelper is a globally minded business leader and former BMW executive known for combining German precision, innovation, and emotional intelligence in leadership, the customer experience and product design. His work focuses on transforming the human side of business by helping founders and executives align performance, purpose, and meaningful impact. Learn more about Sebastian at https://bqcapital.us as well as https://www.linkedin.com/pulse/how-win-competitive-marketplace-without-fighting-your-schelper-3lo9c/?trackingId=8F1c6UfVSGayzNzyRBW9Pg%3D%3D.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3837businessstrategy,corporateleadership,designyourlegacy,emotionalintelligence,entrepreneuriallegacy,familybusiness,familyenterprise,familyoffice,founderjourney,germanprecision,humancenteredleadership,innovationleadership,leadershipdevelopment,legacymindset,legacyplanning,multigenerationalwealth,personallegacy,purposedrivenleadership,sebastianschelper,valuesbasedleadershipfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Foppe Seekles and Nancy Stewart about how innovation and stewardship can work together to create both economic opportunity and environmental impact. Through La Chiave Verde, Foppe and Nancy are not simply restoring properties, villages and choices for discreet buyers — they are helping restore purpose, resilience, and human connection in forgotten regions of Italy. Tune in to explore what it means to 'design a legacy' that serves future generations thru JV partnerships and other creative remedies! If you care about sustainability, regenerative living, or the future of community design, this episode offers an inspiring blueprint for meaningful impact, influence and holistic legacy planning! 

... 


Foppe Seekles and Nancy Stewart are the founders of La Chiave Verde S.R.L., an innovative Italian startup focused on transforming abandoned rural properties into energy-independent, healthy living communities through sustainable technology and ecological design. Based in Calabria, their work blends renewable energy, hospitality, and regenerative development to help revitalize rural Europe while creating a lasting environmental and social legacy.

...

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/72234240Fri, 29 May 2026 20:17:02 +0000Angelina CarletonHow do transform 250 rural properties in Italy into energy-independent communities built for the future? As rising energy costs, urban burnout, and neglected villages challenge modern Europe, how do you transform a problem into part of your Legacy...
In this episode, hostess Angelina Carleton speaks with Foppe Seekles and Nancy Stewart about how innovation and stewardship can work together to create both economic opportunity and environmental impact. Through La Chiave Verde, Foppe and Nancy are not simply restoring properties, villages and choices for discreet buyers — they are helping restore purpose, resilience, and human connection in forgotten regions of Italy. Tune in to explore what it means to 'design a legacy' that serves future generations thru JV partnerships and other creative remedies! If you care about sustainability, regenerative living, or the future of community design, this episode offers an inspiring blueprint for meaningful impact, influence and holistic legacy planning! 

... 


Foppe Seekles and Nancy Stewart are the founders of La Chiave Verde S.R.L., an innovative Italian startup focused on transforming abandoned rural properties into energy-independent, healthy living communities through sustainable technology and ecological design. Based in Calabria, their work blends renewable energy, hospitality, and regenerative development to help revitalize rural Europe while creating a lasting environmental and social legacy.

...

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3535climateinnovation,communitytransformation,consciousentrepreneurship,designyourlegacy,ecocommunities,ecohospitality,energyindependence,foppeseekles,futureofliving,greeninnovation,healthycommunities,italianstartups,legacyleadership,regenerativebusiness,renewableenergy,ruralregenaration,smartcities,solarenergy,sustainabledevelopment,sustainablelivingfalsefullhttp://www.angelinacarleton.com
In this powerful episode of Design Your Legacy, hostess Angelina Carleton speaks with David Nassief as he shares how fear, uncertainty, and a collapsing financial future forced him to simplify everything he thought he knew about wealth and his skills in building it. Instead of chasing risky trends or complicated strategies, David built a simple “One-Page Wealth Compass” that transformed his financial life and helped him become a millionaire within six (6) years. His story reveals why discipline can beat income, how simplicity can outperform complexity, and why it is never too late to design your legacy. Whether you are 25 and trying to escape the “cubicle-for-life” trap or 55 and worried you started too late, this conversation offers a practical and honest roadmap toward your financial freedom and your legacy!

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Learn more about David at https://onepagewealthcompass.com and https://www.amazon.com/One-Page-Wealth-Compass-Nearly-Millionaire/dp/B0GCNSGRLG.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/72121463Fri, 22 May 2026 22:13:57 +0000Angelina CarletonWhat happens when a man is fired at 63 and realizes the money he spent a lifetime earning will not last? In this powerful episode of Design Your Legacy, hostess Angelina Carleton speaks with David Nassief as he shares how fear, uncertainty, and a...
In this powerful episode of Design Your Legacy, hostess Angelina Carleton speaks with David Nassief as he shares how fear, uncertainty, and a collapsing financial future forced him to simplify everything he thought he knew about wealth and his skills in building it. Instead of chasing risky trends or complicated strategies, David built a simple “One-Page Wealth Compass” that transformed his financial life and helped him become a millionaire within six (6) years. His story reveals why discipline can beat income, how simplicity can outperform complexity, and why it is never too late to design your legacy. Whether you are 25 and trying to escape the “cubicle-for-life” trap or 55 and worried you started too late, this conversation offers a practical and honest roadmap toward your financial freedom and your legacy!

-

Learn more about David at https://onepagewealthcompass.com and https://www.amazon.com/One-Page-Wealth-Compass-Nearly-Millionaire/dp/B0GCNSGRLG.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3245falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Dr. Jennifer Berry to reveal how and why STEM education as well as a growth mindset begins long before a résumé is ever written. Jennifer shares how collaboration between education, industry, and community ecosystems can transform not only confidence, but contribution and legacies. This conversation challenges listeners to think beyond AI success and consider the kind of support, partnerships and values we are all modeling as well as passing forward. If you care about designing a legacy that strengthens future generations, this episode offers a powerful new perspective!

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Dr. Jennifer Berry is the CEO of SmartLab and a transformational leader working at the intersection of education, workforce development, and community collaboration. She is passionate about helping organizations and communities build resilient future generations through innovation, strategic partnerships, and a long-term vision for human potential and legacy. Learn more about Jennifer at linkedin.com/in/dr-jennifer-berry-9a05113 and https://www.smartlablearning.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/72026706Sat, 16 May 2026 00:15:53 +0000Angelina CarletonHow do we teach durable skills, such as reflection, as well as create support that allows for 'multiple a-ha moments' for legacies to come to fruition? As today's communities, families, and organizations struggles to prepare the next generation(s) for...
In this episode, hostess Angelina Carleton speaks with Dr. Jennifer Berry to reveal how and why STEM education as well as a growth mindset begins long before a résumé is ever written. Jennifer shares how collaboration between education, industry, and community ecosystems can transform not only confidence, but contribution and legacies. This conversation challenges listeners to think beyond AI success and consider the kind of support, partnerships and values we are all modeling as well as passing forward. If you care about designing a legacy that strengthens future generations, this episode offers a powerful new perspective!

-

Dr. Jennifer Berry is the CEO of SmartLab and a transformational leader working at the intersection of education, workforce development, and community collaboration. She is passionate about helping organizations and communities build resilient future generations through innovation, strategic partnerships, and a long-term vision for human potential and legacy. Learn more about Jennifer at linkedin.com/in/dr-jennifer-berry-9a05113 and https://www.smartlablearning.com.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4120falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with John Knowlton who has built businesses, advised affluent and helped steward more than a billion dollars in client assets. They speak on how to be as well as raise financially responsible individuals of any and all ages, creating unity and living into values instead of entitlement or tragedy. Tune in to hear how to prepare yourself and those around you for the emotional responsibility of wealth because with a solid roadmap, wealth can strengthen relationships, preserve values, and become a force for good for generations to come.

-

John Knowlton is an entrepreneur, author, pastor, and multi-generational planning advisor who helps families build stronger relationships through intentional wealth stewardship and better thinking. After helping grow a wealth management firm overseeing more than $1 billion in client assets, John now works with owner-families to create governance structures, family councils, and legacy frameworks that preserve both wealth and family unity across generations. Learn more at https://www.joinc12.com as well as https://abundantthoughtrevolution.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/71927263Fri, 08 May 2026 17:36:43 +0000Angelina CarletonSome affluent individuals think the greatest legacy they can pass on is their financial capital, when in reality, it is their 'thinking'. Their intellectual, emotional and spiritual capital. Yet as a society and in our family cultures, it can be easy...
In this episode, hostess Angelina Carleton speaks with John Knowlton who has built businesses, advised affluent and helped steward more than a billion dollars in client assets. They speak on how to be as well as raise financially responsible individuals of any and all ages, creating unity and living into values instead of entitlement or tragedy. Tune in to hear how to prepare yourself and those around you for the emotional responsibility of wealth because with a solid roadmap, wealth can strengthen relationships, preserve values, and become a force for good for generations to come.

-

John Knowlton is an entrepreneur, author, pastor, and multi-generational planning advisor who helps families build stronger relationships through intentional wealth stewardship and better thinking. After helping grow a wealth management firm overseeing more than $1 billion in client assets, John now works with owner-families to create governance structures, family councils, and legacy frameworks that preserve both wealth and family unity across generations. Learn more at https://www.joinc12.com as well as https://abundantthoughtrevolution.com.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4048designyourlegacy,entrepreneurpodcast,estateplanning,familybusiness,familygovernance,familylegacy,familywealth,financialeducation,financialliteracy,generationalwealth,highnetworth,inheritance,legacyplanning,parentingandmoney,personaldevelopment,purposedrivenlife,relationshipbuilding,successmindset,wealthstewardship,wealthtransferfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Dr. Stephen Sanders as he draws from his own experience with burnout and rebuilding in front of his wife and children. Together, they discuss science-driven approaches to longevity, hormone optimization, and high performance for men navigating demanding lives. Tune in to hear how physical strength, discipline, and personal agency are not just health goals, but foundational pillars of leadership, stewardship, and lasting legacy!

-

Dr. B. Stephen Sanders is a board-certified family medicine physician and founder of Whole Men's Health, where he helps men restore energy, resilience, and long-term vitality through an evidence-based, holistic approach to health and performance. After personally overcoming declining health in his late 30s, Dr. Sanders made it his mission to help men reclaim ownership of their bodies, mindset, and purpose so they can lead more powerfully at home, at work, and in their communities. With more than 15 years of clinical leadership experience, he now leads a nationwide team focused on hormone optimization, metabolic health, lifestyle redesign, and high-performance longevity for men. Learn more at www.wholemenshealth.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/71796929Thu, 30 Apr 2026 22:45:28 +0000Angelina CarletonWhy do so many successful men silently lose their energy, clarity, and purpose—and how can they reclaim their health to also transform every area of their life in 2026? Are there cultural beliefs that decline is inevitable and if so, how can men still...
In this episode, hostess Angelina Carleton speaks with Dr. Stephen Sanders as he draws from his own experience with burnout and rebuilding in front of his wife and children. Together, they discuss science-driven approaches to longevity, hormone optimization, and high performance for men navigating demanding lives. Tune in to hear how physical strength, discipline, and personal agency are not just health goals, but foundational pillars of leadership, stewardship, and lasting legacy!

-

Dr. B. Stephen Sanders is a board-certified family medicine physician and founder of Whole Men's Health, where he helps men restore energy, resilience, and long-term vitality through an evidence-based, holistic approach to health and performance. After personally overcoming declining health in his late 30s, Dr. Sanders made it his mission to help men reclaim ownership of their bodies, mindset, and purpose so they can lead more powerfully at home, at work, and in their communities. With more than 15 years of clinical leadership experience, he now leads a nationwide team focused on hormone optimization, metabolic health, lifestyle redesign, and high-performance longevity for men. Learn more at www.wholemenshealth.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3387biohacking,designyourlegacy,familylegacy,fatherhood,functionalmedicine,highperformance,hormoneoptimization,legacy,legacyplanning,longevity,masculineleadership,menshealth,menswellness,peakperformance,personaldevelopment,preventativehealth,purposedrivenlife,resilience,vitality,wealthandwellnessfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Steven Bowles, founder of Catalyst Advisory and a former family office advisor, about translating wealth strategies into practical, accessible solutions. We speak about how the ultra-wealthy use tools like strategically designed life insurance, private banking concepts, and family governance systems to protect and grow wealth for 100+ years. Tune in if your parents forgot to tell you about these things at the kitchen table growing up so you can avoid specific pitfalls that cause most families to lose many forms of capital by the second generation!

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Steven Bowles is the founder of Catalyst Advisory and a Chartered Life Underwriter (CLU®) who specializes in helping entrepreneurs, investors, and business owners protect and preserve generational wealth. After spending seven years working inside family offices advising ultra-high-net-worth families, he now brings those sophisticated strategies to successful individuals with $15–50 million in net worth—an often underserved market. Steven focuses on advanced planning strategies including asset protection, life insurance design, succession planning, and tax-efficient wealth transfer.
Learn more at https://catalystadvisory.io.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/71616653Fri, 24 Apr 2026 16:49:13 +0000Angelina CarletonSuccessful entrepreneurs and investors are courageous heroes—having built significant wealth for themselves and those that lean on them, yet they still face the risks of losing it with tax erosion, lack of liquidity or worse, forced asset or fire...
In this episode, hostess Angelina Carleton speaks with Steven Bowles, founder of Catalyst Advisory and a former family office advisor, about translating wealth strategies into practical, accessible solutions. We speak about how the ultra-wealthy use tools like strategically designed life insurance, private banking concepts, and family governance systems to protect and grow wealth for 100+ years. Tune in if your parents forgot to tell you about these things at the kitchen table growing up so you can avoid specific pitfalls that cause most families to lose many forms of capital by the second generation!

-

Steven Bowles is the founder of Catalyst Advisory and a Chartered Life Underwriter (CLU®) who specializes in helping entrepreneurs, investors, and business owners protect and preserve generational wealth. After spending seven years working inside family offices advising ultra-high-net-worth families, he now brings those sophisticated strategies to successful individuals with $15–50 million in net worth—an often underserved market. Steven focuses on advanced planning strategies including asset protection, life insurance design, succession planning, and tax-efficient wealth transfer.
Learn more at https://catalystadvisory.io.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3725assetprotection,businesssuccession,entrepreneurship,familygovernance,familyoffice,financialeducation,financialplanning,generationalwealth,highnetworth,infinitebanking,legacyplanning,lifeinsurancestrategies,premiumfinance,privatewealthstrategies,realestateinvesting,taxefficiency,ultrahighnetworth,wealthpreservation,wealthtransferfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with wealth advisor Stephen Wagner about the hidden risks that arise when business owners delay their legacy planning, including lost enterprise value, relationship and family conflicts, as well as missed opportunities for their 'own contribution' that is much needed. Tune in to hear how intentional planning, emotional governance, and communication can transform your business exit into a meaningful legacy chapter to inspire your days. This episode offers grounded insights for both business owners and their beneficiaries.

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Steven Wagner is a wealth advisor specializing in guiding business owners and affluent families through exit planning, wealth preservation, and multigenerational legacy strategy. As a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®), he helps clients align their financial success with long-term purpose, family continuity, and lasting impact. Learn more at www.iwaplan.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/71393524Fri, 17 Apr 2026 03:11:23 +0000Angelina CarletonNot only do the majority of business owners fail to sell—there's a lack of legacy planning that erodes long-term wealth as well as that Founder's legacy. So how do you shift in your critical focus to “start with the end in mind” so everyone respects...
In this episode, hostess Angelina Carleton speaks with wealth advisor Stephen Wagner about the hidden risks that arise when business owners delay their legacy planning, including lost enterprise value, relationship and family conflicts, as well as missed opportunities for their 'own contribution' that is much needed. Tune in to hear how intentional planning, emotional governance, and communication can transform your business exit into a meaningful legacy chapter to inspire your days. This episode offers grounded insights for both business owners and their beneficiaries.

-

Steven Wagner is a wealth advisor specializing in guiding business owners and affluent families through exit planning, wealth preservation, and multigenerational legacy strategy. As a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®), he helps clients align their financial success with long-term purpose, family continuity, and lasting impact. Learn more at www.iwaplan.com.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4178businessexitstrategy,businesssuccession,entrepreneur,entrepreneurialmindset,exitplanning,familyoffice,familywealth,financialplanning,founderexit,generationalwealth,highnetworth,legacy,legacyplanning,liquidityevent,multigenerationalplanning,postexitplanning,successionplanning,wealth,wealthadvisor,wealthmanagementfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Nell Derick Debevoise Dewey to reveal why the traditional formula for your legacy, or 'being right' based on the past, typically can lead to diminishing returns and personal depletion. She introduces her concept of Systematic Subtraction, an approach that helps people remove what drains their energy so their impact can actually grow. Tune in to design your legacy where you can come alive with your strengths and needs!

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Learn more about Nell at https://www.nell3d.com as well as through a guest pass for listeners to use to get into the paid section of her substack: https://nell3d.substack.com/guestpass

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/71241128Fri, 10 Apr 2026 21:12:50 +0000Angelina CarletonMany high-achieving leaders are doing everything “right,” yet still feel exhausted by the constant pressure to do more. So how do you design a legacy built not on endless hustle but on sustainable influence that compounds over time? How can clarity,...
In this episode, hostess Angelina Carleton speaks with Nell Derick Debevoise Dewey to reveal why the traditional formula for your legacy, or 'being right' based on the past, typically can lead to diminishing returns and personal depletion. She introduces her concept of Systematic Subtraction, an approach that helps people remove what drains their energy so their impact can actually grow. Tune in to design your legacy where you can come alive with your strengths and needs!

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Learn more about Nell at https://www.nell3d.com as well as through a guest pass for listeners to use to get into the paid section of her substack: https://nell3d.substack.com/guestpass

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3673burnoutprevention,consciousleadership,designingyourlegacy,ethicalleadership,highperformanceleadership,holisticsuccess,humancenteredleadership,impactleadership,leadershipandwellbeing,leadershipclarity,leadershipdevelopment,leadershipmindset,leadershipstrategy,legacyleadership,lifedesign,personalgrowth,purposedrivenleadership,sustainableleadership,systematicsubtraction,systemsthinkingfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Rich Potter about his journey from an employee to owning three businesses with his wife as well as brother. While he may not have thought about his 'legacy plans' during his college years at Arizona State University, he is now in the place to invite his three children into his businesses as well as help them design their legacies. Tune in to hear Rich's four core values, success stories as well as the 'how to' to inspire you to design your legacy today!  

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Rich Potter is an award-winning franchise consultant and multi-unit business owner. He has been self-employed for ten years by launching startup and franchise businesses, such as billboards, photo booths as well as e-commerce businesses. Learn more about Rich at https://franchiseheroes.co.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/71066206Thu, 02 Apr 2026 22:40:50 +0000Angelina CarletonThe unemployment rate amongst college graduates is higher than high school graduates in 2026. So what does anyone do if they still want to succeed and reach millionaire status in today's day and age? And what do the latest white papers have to say...
In this episode, hostess Angelina Carleton speaks with Rich Potter about his journey from an employee to owning three businesses with his wife as well as brother. While he may not have thought about his 'legacy plans' during his college years at Arizona State University, he is now in the place to invite his three children into his businesses as well as help them design their legacies. Tune in to hear Rich's four core values, success stories as well as the 'how to' to inspire you to design your legacy today!  

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Rich Potter is an award-winning franchise consultant and multi-unit business owner. He has been self-employed for ten years by launching startup and franchise businesses, such as billboards, photo booths as well as e-commerce businesses. Learn more about Rich at https://franchiseheroes.co.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3361falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Richard Gearhart, Esq. to reveal how legal knowledge can become one hidden infrastructure that determines whether your IP endures or disappears. Drawing from his experience with founders, celebrities, and innovators, he shares his knowledge and life insights to get you started. Tune in to discover how to shift from simply creating and scaling to owning and safeguarding what you build. If you’re serious about designing a legacy that lasts, this conversation offers your next steps forward.

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Richard Gearhart Esq. is an award-winning speaker, TV network expert guest, nationally syndicated radio show host and an attorney. Richard speaks on a variety of intellectual property and business topics. He has worked with Larry Namer - founder of E! Entertainment TV, former WWE wrestler Brimstone, The Sopranos actor Kevin Interdonato, celebrity dentist Dr. Bill Dorfman, TV shopping network celeb Victoria Wieck, Dave Noll - creator of the TV show Chopped , world renowned relationship strategist Dr. Gilda Carle, Terry Joes - founder of Kayak and Travelocity and more. Learn more at https://www.richardgearhartesq.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/70937307Fri, 27 Mar 2026 20:48:50 +0000Angelina CarletonEntrepreneurs often pour everything into building a meaningful business and assets—only to realize too late that without proper protection, their intellectual property ("IP") is vulnerable.  Your legacy plan, too, is a key asset worth your thought...
In this episode, hostess Angelina Carleton speaks with Richard Gearhart, Esq. to reveal how legal knowledge can become one hidden infrastructure that determines whether your IP endures or disappears. Drawing from his experience with founders, celebrities, and innovators, he shares his knowledge and life insights to get you started. Tune in to discover how to shift from simply creating and scaling to owning and safeguarding what you build. If you’re serious about designing a legacy that lasts, this conversation offers your next steps forward.

-

Richard Gearhart Esq. is an award-winning speaker, TV network expert guest, nationally syndicated radio show host and an attorney. Richard speaks on a variety of intellectual property and business topics. He has worked with Larry Namer - founder of E! Entertainment TV, former WWE wrestler Brimstone, The Sopranos actor Kevin Interdonato, celebrity dentist Dr. Bill Dorfman, TV shopping network celeb Victoria Wieck, Dave Noll - creator of the TV show Chopped , world renowned relationship strategist Dr. Gilda Carle, Terry Joes - founder of Kayak and Travelocity and more. Learn more at https://www.richardgearhartesq.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3142assetprotection,businesslaw,businessstrategy,designyourlegacy,entrepreneurialjourney,entrepreneurship,foundermindset,innovation,intellectualproperty,legacy,legacyplanning,patentlaw,patentprotection,patents,scalingabusiness,sharktankinsights,startupgrowth,thoughtleadership,trademark,wealthbuildingfalsefullhttp://www.angelinacarleton.com
And planning anything can be hard, unless we see the advantages of it right away. In this episode, hostess Angelina Carleton speaks with Mark Vincent, Ph.D. about how succession and wealth transfers are not merely financial events, but deeply human transitions that can reshape, recast and reform anyone’s identity, purpose, and motivations. Mark shares how holistic legacy planning starts with a personal mission statement, a guiding philosophy, and clarity about the people who will embrace your 'personal development'. Just as Beethoven composed his Symphony No. 9 while deaf, you too can find inspiration to transform your life's changes from moments of uncertainty into opportunities to compose your timeless legacy.

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Mark L. Vincent is a Maestro-level Executive Advisor who can be reached at https://teallvincententerprises.com/mark. 

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/70662772Mon, 16 Mar 2026 17:59:04 +0000Angelina CarletonWhen leaders feel anxiety around change, they often slip into performance mode instead of asking the deeper questions that matter most: Who am I now, and what does success look like in this next chapter? If we are lucky enough to live to age 80, we...
And planning anything can be hard, unless we see the advantages of it right away. In this episode, hostess Angelina Carleton speaks with Mark Vincent, Ph.D. about how succession and wealth transfers are not merely financial events, but deeply human transitions that can reshape, recast and reform anyone’s identity, purpose, and motivations. Mark shares how holistic legacy planning starts with a personal mission statement, a guiding philosophy, and clarity about the people who will embrace your 'personal development'. Just as Beethoven composed his Symphony No. 9 while deaf, you too can find inspiration to transform your life's changes from moments of uncertainty into opportunities to compose your timeless legacy.

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Mark L. Vincent is a Maestro-level Executive Advisor who can be reached at https://teallvincententerprises.com/mark. 

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3711anti-fragility,buildingthrivingorganizations,businesscontinuity,businesslegacy,entrepreneurialleadership,executiveleadership,foundertransition,futuregenerationsleadership,intentionalleadership,leadershipcoaching,leadershipdevelopment,leadershipstrategy,leadershipsuccession,leadershipwisdom,legacymindset,legacyplanning,organizationalculture,organizationalleadership,purpose-drivenleadership,successionplanningfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with wealth manager Steven Wagner to explain why nearly 80% of businesses that go to market never sell—and why the real issue often has less to do with market conditions and more to do with a lack of intentional planning for the end of the journey. Entrepreneurs are the heroes of their story. They build businesses, create jobs, and generate wealth. But when the moment of transition approaches, many founders realize they are facing unfamiliar questions:

• What does life look like after the liquidity event?
• Who will carry forward the vision of the enterprise?
• How will the wealth they created strengthen—not fracture—their relationships?

Mr. Wagner speaks about how a successful exit requires more than financial preparation—it requires designing the next chapter of life and legacy. Tune in to discover why founders often struggle to sell and how to avoid the most common traps:

• Owners rarely start with the end in mind for their biz, life, or legacy.
• Why many founders approach a liquidity event without a trusted team or a clear game plan for what comes next.
• How neglecting social and human capital—especially family council meetings and intentional communication—can fracture relationships.

The result of this kind of planning is profound. When founders intentionally design their exit, they gain more than financial security. They create continuity of leadership, stronger personal relationships, and a legacy that extends far beyond the balance sheet. If you are an entrepreneur, business owner, or family steward thinking about the long-term impact of your success, this episode will challenge you to rethink one powerful idea: Your business exit isn’t the finish line—it’s the beginning of your legacy.

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Learn more about Mr. Wagner at https://iwaplan.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/70541802Sun, 08 Mar 2026 23:28:16 +0000Angelina CarletonMany entrepreneurs spend decades building successful companies, yet when it’s finally time to sell, most discover a hard truth: success in business does not automatically translate into a successful exit or a meaningful legacy.  In this episode,...
In this episode, hostess Angelina Carleton speaks with wealth manager Steven Wagner to explain why nearly 80% of businesses that go to market never sell—and why the real issue often has less to do with market conditions and more to do with a lack of intentional planning for the end of the journey. Entrepreneurs are the heroes of their story. They build businesses, create jobs, and generate wealth. But when the moment of transition approaches, many founders realize they are facing unfamiliar questions:

• What does life look like after the liquidity event?
• Who will carry forward the vision of the enterprise?
• How will the wealth they created strengthen—not fracture—their relationships?

Mr. Wagner speaks about how a successful exit requires more than financial preparation—it requires designing the next chapter of life and legacy. Tune in to discover why founders often struggle to sell and how to avoid the most common traps:

• Owners rarely start with the end in mind for their biz, life, or legacy.
• Why many founders approach a liquidity event without a trusted team or a clear game plan for what comes next.
• How neglecting social and human capital—especially family council meetings and intentional communication—can fracture relationships.

The result of this kind of planning is profound. When founders intentionally design their exit, they gain more than financial security. They create continuity of leadership, stronger personal relationships, and a legacy that extends far beyond the balance sheet. If you are an entrepreneur, business owner, or family steward thinking about the long-term impact of your success, this episode will challenge you to rethink one powerful idea: Your business exit isn’t the finish line—it’s the beginning of your legacy.

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Learn more about Mr. Wagner at https://iwaplan.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3602businessexitplanning,businessownerstrategy,businesssuccessionplanning,certifiedexitplanningadvisor,designyourlegacypodcast,entrepreneurialexit,entrepreneurmindset,familyofficestrategy,familywealthplanning,financiallegacy,financialplanningforfounders,foundertransition,generationalwealth,highnetworthplanning,legacyplanning,liquidityevent,multigenerationalwealth,post-exitlife,wealthandpurpose,wealthmanagementfalsefullhttp://www.angelinacarleton.com
If you care about building a Legacy that lasts beyond your lifetime, this episode with Rafael Pinho (originally from Brazil) reveals what affluent individuals and families overlook when planning their Legacy... if one takes the time to plan a Legacy at all. Tune in to learn how to transfer your wisdom and values as a part of your wealth (aka human and relational capital) to ensure success from blind spots so there can be a multi-generational vision rather than short-lived fortune and tragedy.

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Rafael Pinho is a wealth advisor with TD Pine Advisors in the Dallas area of Texas, USA, where he works with high-net-worth individuals and families to align sophisticated financial strategies with long-term wealth preservation and generational planning. His work focuses on helping clients navigate complex financial decisions while designing structures that support enduring family legacy, stewardship, and multigenerational impact.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/70463589Thu, 05 Mar 2026 00:36:49 +0000Angelina CarletonIf you took 2 months off, what would show up as fragile in your life? What if the lack of preparation destroys your legacy? If you care about building a Legacy that lasts beyond your lifetime, this episode with Rafael Pinho (originally from Brazil)...
If you care about building a Legacy that lasts beyond your lifetime, this episode with Rafael Pinho (originally from Brazil) reveals what affluent individuals and families overlook when planning their Legacy... if one takes the time to plan a Legacy at all. Tune in to learn how to transfer your wisdom and values as a part of your wealth (aka human and relational capital) to ensure success from blind spots so there can be a multi-generational vision rather than short-lived fortune and tragedy.

-

Rafael Pinho is a wealth advisor with TD Pine Advisors in the Dallas area of Texas, USA, where he works with high-net-worth individuals and families to align sophisticated financial strategies with long-term wealth preservation and generational planning. His work focuses on helping clients navigate complex financial decisions while designing structures that support enduring family legacy, stewardship, and multigenerational impact.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3741designyourlegacypodcast,familylegacy,familyoffice,familywealthstrategy,generationalwealth,highnetworthfamilies,hnwfamilies,humancapital,legacyplanning,multigenerationalwealth,nextgenerationwealth,privatewealthmanagement,relationalcapital,stewardship,transferingvalues,transferringwisdom,wealthadvisorinsights,wealthgovernance,wealthstewardship,wealthtransferfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Brandon Moon, COO and strategic partner at TD Pine Advisors, who also served as a 3rd generation member in a family business before branching out on his own. He reveals how any entrepreneur can transform their mindset, identity and pride into assets for their lasting legacy. If you would like your legacy to become more than financial capital—tune in to hear how it can become "an opportunity for meaning, growth, and freedom". This conversation provides a roadmap based on personal experience.

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Brandon Moon is the COO and strategic partner at TD Pine Advisors, where he helps founder-led businesses scale with clarity, structure, and long-term enterprise value in mind. Known for turning operational chaos into intentional growth, he guides entrepreneurs through the leadership and systems shifts required to stabilize, transition, or prepare for a successful and meaningful exit.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/70308050Thu, 26 Feb 2026 21:08:27 +0000Angelina CarletonMany family businesses remain dependent on the founder, leaving a ripple effect that challenges power, loyalty as well as motives. And yet "personal identity shifts" are the last to be talked about at meetings, about even if it leads to building a...
In this episode, hostess Angelina Carleton speaks with Brandon Moon, COO and strategic partner at TD Pine Advisors, who also served as a 3rd generation member in a family business before branching out on his own. He reveals how any entrepreneur can transform their mindset, identity and pride into assets for their lasting legacy. If you would like your legacy to become more than financial capital—tune in to hear how it can become "an opportunity for meaning, growth, and freedom". This conversation provides a roadmap based on personal experience.

-

Brandon Moon is the COO and strategic partner at TD Pine Advisors, where he helps founder-led businesses scale with clarity, structure, and long-term enterprise value in mind. Known for turning operational chaos into intentional growth, he guides entrepreneurs through the leadership and systems shifts required to stabilize, transition, or prepare for a successful and meaningful exit.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4141businessgrowthstrategy,businesssuccession,businesstransformation,companyculture,enterprisevalue,entrepreneurmindset,exitplanning,familybusinesscontinuity,founder-ledbusiness,foundertransition,generationalwealth,intentionalleadership,leadershipdevelopment,legacyplanning,longtermimpact,operationalexcellence,scaleyourbusiness,transferablebusiness,valuecreation,wealthandlegacyfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Emily Bouchard about practical remedies to help affluent blended families, couples, and next-generation members create clarity, strengthen trust, and prepare all branches of the family for better relationships. Tune in if your vision is for a unified multi-generational legacy rather than a divided one as this episode provides knowledgeable and timely insights.

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Emily Bouchard is a leading authority on the emotional dynamics of wealth, helping multigenerational families strengthen communication, leadership, and continuity of both assets and values. A TEDx speaker and sought-after global voice, she has shared her insights with international audiences in Davos, Switzerland and trained clients around the world to integrate family systems into estate and business transition planning. With a background in social work and family therapy and as a co-author of multiple books on blended families and purposeful prenups, Emily equips individuals to turn financial complexity into relational legacy.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/70172000Fri, 20 Feb 2026 04:34:44 +0000Angelina CarletonIn 2026, blended and step-families are facing unprecedented complexity as multiple households, shifting roles, and unclear expectations strain relationships and derail even the best legacy intentions. So how do you start as well as successfully unpack...
In this episode, hostess Angelina Carleton speaks with Emily Bouchard about practical remedies to help affluent blended families, couples, and next-generation members create clarity, strengthen trust, and prepare all branches of the family for better relationships. Tune in if your vision is for a unified multi-generational legacy rather than a divided one as this episode provides knowledgeable and timely insights.

-

Emily Bouchard is a leading authority on the emotional dynamics of wealth, helping multigenerational families strengthen communication, leadership, and continuity of both assets and values. A TEDx speaker and sought-after global voice, she has shared her insights with international audiences in Davos, Switzerland and trained clients around the world to integrate family systems into estate and business transition planning. With a background in social work and family therapy and as a co-author of multiple books on blended families and purposeful prenups, Emily equips individuals to turn financial complexity into relational legacy.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3652blendedfamilies,designyourlegacy,emotionalwealth,estateplanning,familybusinesssuccession,familydynamics,familygovernance,familywealth,financialintimacy,highnetworthfamilies,inheritancepreparation,legacyplanning,multi-generationalwealth,nextgenerationleadership,purposefulprenups,stewardship,ultrahighnetworth,wealthandrelationships,wealthpsychology,wealthtransitionfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with David Clark of Integris Aviation Consultancy about clarifying the differences between corporate aviation, fractional ownership, and family aviation—so families can honor the Founder's legacy vision. David outlines a path forward: intentional staffing aligned with family culture, disciplined oversight, strategic budgeting, and expert support to mitigate risk. When structured correctly, a family aviation program becomes more than transportation—it becomes strategic infrastructure that protects time, enhances flexibility, and strengthens legacy continuity. Tune in as this conversation reframes private aviation not just as a luxury, but as a governance decision that can either undermine or elevate multigenerational legacy success.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/70052215Fri, 13 Feb 2026 22:49:23 +0000Angelina CarletonIn today’s private aviation landscape, many high-net-worth and UHNW families enter ownership seeking freedom and convenience—only to encounter hidden complexity, staffing challenges, financial inefficiencies, and governance gaps. Without the built-in...
In this episode, hostess Angelina Carleton speaks with David Clark of Integris Aviation Consultancy about clarifying the differences between corporate aviation, fractional ownership, and family aviation—so families can honor the Founder's legacy vision. David outlines a path forward: intentional staffing aligned with family culture, disciplined oversight, strategic budgeting, and expert support to mitigate risk. When structured correctly, a family aviation program becomes more than transportation—it becomes strategic infrastructure that protects time, enhances flexibility, and strengthens legacy continuity. Tune in as this conversation reframes private aviation not just as a luxury, but as a governance decision that can either undermine or elevate multigenerational legacy success.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4368aviationconsulting,aviationgovernance,aviationsafety,aviationstrategy,businessaviation,corporateaviation,designyourlegacy,executiveleadership,familygovernance,familyoffice,fractionalownership,generationalwealth,highnetworthfamilies,legacyplanning,privateaviation,riskmanagement,timeleverage,ultrahighnetworth,wealthmanagement,wealthstewardshipfalsefullhttp://www.designurlegacy.com
Many individuals also mistake estate planning for legacy planning, solving for their financial capital while forgetting to invest in their other forms of capital: human, spiritual, emotional, intellectual, etc, for balance, depth and meaning. In this episode, hostess Angelina Carleton speaks with Wesley Rowlands about creating 'results before returns' to be one step ahead of the many risks of what can come with success as well as wealth, when business opportunities outpaces personal development and stewardship of other 'life areas'. Tune in as Wes reveals why real legacy isn’t just numbers—it’s felt in the heart space through continuous efforts and tested while others watch your example. 

Learn more about Wesley at https://www.atikanwealth.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/69854632Sat, 07 Feb 2026 03:58:34 +0000Angelina CarletonSuccessful individuals and families don’t always fail financially—they can also fracture relationally, in "expectations", and due to outside influences, and no amount of wealth can fix what design was meant to prevent. Many high-achievers build assets...
Many individuals also mistake estate planning for legacy planning, solving for their financial capital while forgetting to invest in their other forms of capital: human, spiritual, emotional, intellectual, etc, for balance, depth and meaning. In this episode, hostess Angelina Carleton speaks with Wesley Rowlands about creating 'results before returns' to be one step ahead of the many risks of what can come with success as well as wealth, when business opportunities outpaces personal development and stewardship of other 'life areas'. Tune in as Wes reveals why real legacy isn’t just numbers—it’s felt in the heart space through continuous efforts and tested while others watch your example. 

Learn more about Wesley at https://www.atikanwealth.com.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>7955consciouscapital,familygovernance,familyoffice,financialleadership,financialstewardship,generationalwealth,heirpreparation,highnetworthfamilies,intergenerationalwealth,legacy,legacyplanning,long-termwealth,purposefulwealth,values-basedwealth,wealth&identity,wealthpsychology,wealthstrategy,wealthtransfer,wealthwithpurpose,wesleyrowlandsfalsefullhttp://www.angelinacarleton.com
In this podcast episode, hostess Angelina Carleton speaks with Jonathan Steele, CFA to reveals why money doesn’t move through generations neutrally—it needs relationship systems to not break down, for individuals to work on themselves in personal development and for there to be a design for your legacy. Tune in as this conversation shows why planning your holistic legacy must include both financial strategy and emotional architecture to create true connection as well as continuity.

Learn more about Jonathan at https://onewealth.net.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/69762461Tue, 03 Feb 2026 16:02:21 +0000Angelina CarletonMost families focus on protecting assets, but the real breakdown happens in the relationship systems when individuals haven’t done their inner work or built healthy communication patterns. Without safe spaces in family council meetings or a family's...
In this podcast episode, hostess Angelina Carleton speaks with Jonathan Steele, CFA to reveals why money doesn’t move through generations neutrally—it needs relationship systems to not break down, for individuals to work on themselves in personal development and for there to be a design for your legacy. Tune in as this conversation shows why planning your holistic legacy must include both financial strategy and emotional architecture to create true connection as well as continuity.

Learn more about Jonathan at https://onewealth.net.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3629emotionalintelligence,familygovernance,familyoffice,financialinfidelity,generationalwealth,holisticwealth,identityandwealth,intergenerationalwealth,jonathansteele,legacydesign,legacyleadership,multi-generationalplanning,purpose-drivenwealth,relationshipcapital,values-basedwealth,wealthcontinuity,wealtheducation,wealthpsychology,wealthstewardship,wealthtransferfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Lyubim Kogan—a New York University graduate who worked as an RIA (registered investment advisor) on Wall Street, a Winter Olympian and now, a humanitarian—about what remains when worldly success metrics, systems, and certainty disappear. After rebuilding a company in war-torn Ukraine only to lose everything to targeted infrastructure attacks, Lyubim chose not to return to 'business as usual', but to answer a deeper calling to serve. Out of those ashes, "Wings4Heroes" was born, restoring dignity and purpose to amputee and combat veterans through flight, camaraderie, and healing experiences. This conversation is a masterclass in designing a life of meaning, service, and moral courage.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/69687027Fri, 30 Jan 2026 16:07:16 +0000Angelina CarletonDo you pick your legacy vision and plan or does it pick you? In this episode, hostess Angelina Carleton speaks with Lyubim Kogan—a New York University graduate who worked as an RIA (registered investment advisor) on Wall Street, a Winter Olympian and...
In this episode, hostess Angelina Carleton speaks with Lyubim Kogan—a New York University graduate who worked as an RIA (registered investment advisor) on Wall Street, a Winter Olympian and now, a humanitarian—about what remains when worldly success metrics, systems, and certainty disappear. After rebuilding a company in war-torn Ukraine only to lose everything to targeted infrastructure attacks, Lyubim chose not to return to 'business as usual', but to answer a deeper calling to serve. Out of those ashes, "Wings4Heroes" was born, restoring dignity and purpose to amputee and combat veterans through flight, camaraderie, and healing experiences. This conversation is a masterclass in designing a life of meaning, service, and moral courage.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>42839/11survivor,amputees,designyourlegacy,dignity,healing,humanitarian,immigrantstory,inspiration,leadership,legacy,lifeafterloss,moralleadership,nonprofit,post-traumaticgrowth,purpose,resilience,service,socialimpact,veterans,wings4heroesfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Austin McMillan reveals why most entrepreneurs unknowingly operate blind, and how that hidden chaos quietly limits growth, freedom, and peace of mind. He shares how shifting from revenue-obsession to profit-first thinking creates confidence, sustainability, and optionality for founders ready to scale with intention. You’ll learn the few financial rhythms and metrics that act as your business dashboard—so you can finally lead with clarity instead of anxiety. Austin explains how strategic CFO guidance transforms numbers into decision-making power, giving you control of your future rather than reacting to it. If you’re ready to design a legacy that’s built on stability, purpose, and true financial command, this conversation is your roadmap.

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Austin McMillan is the founder of Flywheel Financial and a trusted financial strategist for service-based entrepreneurs seeking clarity, control, and sustainable growth. Through his work as a fractional CFO, he helps founders turn financial data into confident, legacy-driven decisions.

With 33 million small businesses in the US, Flywheel Financial is an accounting firm that partners with service businesses to replace chaos with clear systems, metrics, and cash-flow visibility. Their mission is to help founders scale profitably, make smarter decisions, and build businesses that support their families as well as legacies with a healthy margin. Learn more at: https://www.flywheel.financial.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/69564679Fri, 23 Jan 2026 21:56:09 +0000Angelina CarletonYou’ve built momentum—but without financial clarity, every decision still feels heavier than it should. In this episode, hostess Angelina Carleton speaks with Austin McMillan reveals why most entrepreneurs unknowingly operate blind, and how that...
In this episode, hostess Angelina Carleton speaks with Austin McMillan reveals why most entrepreneurs unknowingly operate blind, and how that hidden chaos quietly limits growth, freedom, and peace of mind. He shares how shifting from revenue-obsession to profit-first thinking creates confidence, sustainability, and optionality for founders ready to scale with intention. You’ll learn the few financial rhythms and metrics that act as your business dashboard—so you can finally lead with clarity instead of anxiety. Austin explains how strategic CFO guidance transforms numbers into decision-making power, giving you control of your future rather than reacting to it. If you’re ready to design a legacy that’s built on stability, purpose, and true financial command, this conversation is your roadmap.

-

Austin McMillan is the founder of Flywheel Financial and a trusted financial strategist for service-based entrepreneurs seeking clarity, control, and sustainable growth. Through his work as a fractional CFO, he helps founders turn financial data into confident, legacy-driven decisions.

With 33 million small businesses in the US, Flywheel Financial is an accounting firm that partners with service businesses to replace chaos with clear systems, metrics, and cash-flow visibility. Their mission is to help founders scale profitably, make smarter decisions, and build businesses that support their families as well as legacies with a healthy margin. Learn more at: https://www.flywheel.financial.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3921austinmcmillan,businessfinance,businessmetrics,businesssystems,cashflowmanagement,designyourlegacy,entrepreneurmindset,financialclarity,financialfreedom,financialintelligence,financialstrategy,founderleadership,fractionalcfo,legacybuilding,profitfirst,scalingabusiness,service-basedbusiness,smallbusinessgrowth,sustainablegrowth,wealthconsciousnessfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton sits down with Van Carlson, Founder of Strategic Risk Advisors, to clarify what 831(b) captives truly are, separating legitimate risk architecture from the rumors that create hesitation. Together, they reveal why institutions treat risk as infrastructure—not an afterthought—and how disciplined insurance design protects both operating businesses and family continuity. Van explains the simple tests that distinguish defensible captives from structures that fail under scrutiny, bringing much-needed clarity to a misunderstood tool. The real remedy isn’t tax reduction—it’s alignment between risk, governance, and long-term decision-making. For families designing a legacy, this conversation reframes 831(b)s as part of holistic legacy planning: preserving resilience today so wealth, values, and leadership can endure tomorrow.

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Van Carlson is the Founder of Strategic Risk Advisors (SRA) and a recognized authority in captive insurance and enterprise risk management, with decades of experience designing and administering insurance solutions for closely held and sophisticated businesses. Through SRA, he has helped companies approach IRC 831(b) captives not as tax products, but as disciplined risk-financing tools grounded in actuarial science, governance, and real insurance principles. Van is known for emphasizing substance over structure—ensuring captives are built to withstand regulatory scrutiny while serving a legitimate business purpose. His work positions 831(b)s within a broader framework of institutional risk thinking that supports long-term business resilience, continuity, and legacy preservation.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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*This podcast episode is for educational and informational purposes only and does not constitute legal, tax, accounting, insurance, or investment advice. The discussion of captive insurance and IRC (Internal Revenue Code) 831(b) reflects general concepts and strategic considerations and may not apply to any specific situation. Listeners should consult their own independent legal, tax, and insurance advisors before implementing any strategy discussed. No representation is made regarding the suitability or tax treatment of any arrangement, and outcomes depend on individual facts and circumstances.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/69487974Sat, 17 Jan 2026 16:27:16 +0000Angelina CarletonWhat if the real risk to your legacy isn’t market volatility or taxes—but the way your business thinks about risk in the first place? Most founders and business owners, with over $2M in profit, sense that something in their risk strategy is...
In this episode, hostess Angelina Carleton sits down with Van Carlson, Founder of Strategic Risk Advisors, to clarify what 831(b) captives truly are, separating legitimate risk architecture from the rumors that create hesitation. Together, they reveal why institutions treat risk as infrastructure—not an afterthought—and how disciplined insurance design protects both operating businesses and family continuity. Van explains the simple tests that distinguish defensible captives from structures that fail under scrutiny, bringing much-needed clarity to a misunderstood tool. The real remedy isn’t tax reduction—it’s alignment between risk, governance, and long-term decision-making. For families designing a legacy, this conversation reframes 831(b)s as part of holistic legacy planning: preserving resilience today so wealth, values, and leadership can endure tomorrow.

-

Van Carlson is the Founder of Strategic Risk Advisors (SRA) and a recognized authority in captive insurance and enterprise risk management, with decades of experience designing and administering insurance solutions for closely held and sophisticated businesses. Through SRA, he has helped companies approach IRC 831(b) captives not as tax products, but as disciplined risk-financing tools grounded in actuarial science, governance, and real insurance principles. Van is known for emphasizing substance over structure—ensuring captives are built to withstand regulatory scrutiny while serving a legitimate business purpose. His work positions 831(b)s within a broader framework of institutional risk thinking that supports long-term business resilience, continuity, and legacy preservation.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

-

*This podcast episode is for educational and informational purposes only and does not constitute legal, tax, accounting, insurance, or investment advice. The discussion of captive insurance and IRC (Internal Revenue Code) 831(b) reflects general concepts and strategic considerations and may not apply to any specific situation. Listeners should consult their own independent legal, tax, and insurance advisors before implementing any strategy discussed. No representation is made regarding the suitability or tax treatment of any arrangement, and outcomes depend on individual facts and circumstances.

Become a supporter of this podcast: 3706831b,businesscontinuity,businessriskplanning,captiveinsurance,enterpriseriskmanagement,familyofficestrategy,founderrisk,holisticlegacyplanning,institutionalthinking,insurancegovernance,irscompliance,micro-captiveinsurance,riskmanagementstrategy,strategicriskadvisors,vancarlson,wealthpreservationfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Anne Liebgott about finding trusted guidance, as many domestic advisors are not equipped—or incentivized—to support international diversification. Emotional attachment to one’s home country and identity can also prevent rational long-term planning. Yet today's 'rising' generations seek mobility and optionality. Tune in as this episode reframes international diversification not as an escape, but as a thoughtful legacy strategy—one rooted in stability, compliance, and long-term stewardship across generations.

Explore the platform to learn more at www.americanswelcome.swiss.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/69374059Fri, 09 Jan 2026 18:13:37 +0000Angelina CarletonBuilding significant wealth in one country often creates an invisible risk: total exposure to a single political, legal, and regulatory system. As policies, taxes, and enforcement priorities shift, even successful individuals and families can find...
In this episode, hostess Angelina Carleton speaks with Anne Liebgott about finding trusted guidance, as many domestic advisors are not equipped—or incentivized—to support international diversification. Emotional attachment to one’s home country and identity can also prevent rational long-term planning. Yet today's 'rising' generations seek mobility and optionality. Tune in as this episode reframes international diversification not as an escape, but as a thoughtful legacy strategy—one rooted in stability, compliance, and long-term stewardship across generations.

Explore the platform to learn more at www.americanswelcome.swiss.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3535anneliebgott,assetprotection,cross-borderwealth,familylegacy,financialsovereignty,financialstability,generationalwealth,globalinvesting,globalwealthstrategy,highnetworth,internationaldiversification,jurisdictionalrisk,legacy,legacyplanning,long-termstewardship,offshoreinvesting,privatewealthmanagement,swissbanking,wealthandvalues,wealthpreservationfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Scott as he shares how faith, clarity, and disciplined action helped him create financial freedom before he ever had money. You’ll hear how he transformed profound loss, illness, and betrayal into a business model that restored stability, purpose, and personal sovereignty. Scott reveals the mindset shifts and principles that allowed Faith Roar to grow rapidly while anchoring his life in meaning rather than survival. This conversation offers a realistic yet powerful roadmap for anyone navigating adversity while designing a life of resilience, freedom, and integrity. If you’re ready to stop reacting to circumstances and start intentionally designing your legacy, this episode is for you.

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Scott Curry is a world renowned Christian businessman, speaker, author, and educator. His videos have been viewed over 6 million times by more than 2 million people around the world. Scott owns five successful businesses and is the founder and CEO of Faith Roar, a company that teaches people how to achieve financial freedom through business and investing.

Learn more at: https://scottcurry.me.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/69285303Sat, 03 Jan 2026 03:51:18 +0000Angelina CarletonWhen life strips everything away—health, security, and certainty—most people retreat, but Scott Curry chose to rebuild with intention. In this episode, hostess Angelina Carleton speaks with Scott as he shares how faith, clarity, and disciplined...
In this episode, hostess Angelina Carleton speaks with Scott as he shares how faith, clarity, and disciplined action helped him create financial freedom before he ever had money. You’ll hear how he transformed profound loss, illness, and betrayal into a business model that restored stability, purpose, and personal sovereignty. Scott reveals the mindset shifts and principles that allowed Faith Roar to grow rapidly while anchoring his life in meaning rather than survival. This conversation offers a realistic yet powerful roadmap for anyone navigating adversity while designing a life of resilience, freedom, and integrity. If you’re ready to stop reacting to circumstances and start intentionally designing your legacy, this episode is for you.

-

Scott Curry is a world renowned Christian businessman, speaker, author, and educator. His videos have been viewed over 6 million times by more than 2 million people around the world. Scott owns five successful businesses and is the founder and CEO of Faith Roar, a company that teaches people how to achieve financial freedom through business and investing.

Learn more at: https://scottcurry.me.

-

At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3793falsefullhttp://www.designurlegacy.com

In this episode of Design Your Legacy, Drew shares how working alongside people twice his age shaped his thinking beyond growth into durability, values, and responsibility. We explore how being self-made early can accelerate not just income, but identity, meaning, and perspective. Drew reflects on the unseen pressures young high-performers carry and why thinking long-term now prevents regret later. This conversation reveals why legacy isn’t something you leave at the end—it’s something you design from the beginning. If you’re building fast but want to build wisely, this episode offers a blueprint for turning success into something that lasts.

Learn more about Drew at https://thecultivator.co.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/69221754Sat, 27 Dec 2025 19:06:40 +0000Angelina CarletonAt just 20 years old, Drew Carmichael has built seven-figure e-commerce brands—but success raises a deeper question: what is he really building long term for his legacy? In this episode of Design Your Legacy, Drew shares how working alongside people...

In this episode of Design Your Legacy, Drew shares how working alongside people twice his age shaped his thinking beyond growth into durability, values, and responsibility. We explore how being self-made early can accelerate not just income, but identity, meaning, and perspective. Drew reflects on the unseen pressures young high-performers carry and why thinking long-term now prevents regret later. This conversation reveals why legacy isn’t something you leave at the end—it’s something you design from the beginning. If you’re building fast but want to build wisely, this episode offers a blueprint for turning success into something that lasts.

Learn more about Drew at https://thecultivator.co.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3821falsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton speaks with bestselling author and founder of Same Page Publishing, Aurora Winter, about her journey from television executive to publisher in her understanding of IP control, continuity, and long-term influence.  Tune in to hear how claiming your legacy story restores alignment as well as possibilities for your future. If you would like your best ideas, knowledge and wisdom to outlive you, this conversation offers a clear path forward. 

-

Aurora Winter combines the best of Silicon Valley with the best of Hollywood. Using her expertise in film and neuroscience, she helps people tell memorable stories that build brands, books, and businesses.Experts turn their words into wealth. Aurora will share how your audience can increase their income, impact, and influence with the right words. Great leaders are great storytellers. A leader who is a powerful speaker has a huge advantage in marketing, sales, and advertising. Through her books, YouTube channel, and one-on-one coaching, Aurora trains people to create their own unique Million-Dollar Message.

A media strategist, Aurora is frequently featured in the media. She is the author of 10 books including Turn Words Into Wealth. A sought-after speaker and expert, Aurora is frequently featured in the media, including ABC TV, CBS TV, KTLA TV, Success magazine, Elle magazine, and Oprah Radio. She is the author of 6 books including Thought Leader Launch and Marketing Fastrack. Additionally, Turn Words Into Wealth, has won multiple awards, including the 2021 Best Business Book Award from LA Book Festival, Spring 2021 Best Business Book Award from Pinnacle, and a Literary Titan Book Award. 

• Gift for The Audience - Includes your Turn Words-to-Wealth starter library and a video masterclass on how to attract capital, clients, and media coverage.: https://turnwordsintowealth.com
• Website: https://www.aurorawinter.com
• Same Page Publishing: https://www.samepagepublishing.com
• Marketing Fastrack: The Little Book That Launched a New Business by Aurora Winter- on Amazon: https://a.co/d/8xrIglK
• Turn Words Into Wealth: Blueprint for Your Business, Brand and Book by Aurora Winter - on Amazon: https://a.co/d/7RRkVYb
• Magic, Mystery, and the Multiverse Book 1 Amazon: https://a.co/d/5cmA6Um
• LinkedIn: https://linkedin.com/in/AuroraWinter
• YouTube: https://www.youtube.com/AuroraWinter
• Linktree: https://linktr.ee/AuroraWinter

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/69137544Fri, 19 Dec 2025 19:50:54 +0000Angelina CarletonMany successful leaders build financial capital—but unintentionally give away ownership of the very stories and creativity that define them. How can authorship and intellectual property become foundational legacy assets, not vanity projects? How can a...
In this episode, hostess Angelina Carleton speaks with bestselling author and founder of Same Page Publishing, Aurora Winter, about her journey from television executive to publisher in her understanding of IP control, continuity, and long-term influence.  Tune in to hear how claiming your legacy story restores alignment as well as possibilities for your future. If you would like your best ideas, knowledge and wisdom to outlive you, this conversation offers a clear path forward. 

-

Aurora Winter combines the best of Silicon Valley with the best of Hollywood. Using her expertise in film and neuroscience, she helps people tell memorable stories that build brands, books, and businesses.Experts turn their words into wealth. Aurora will share how your audience can increase their income, impact, and influence with the right words. Great leaders are great storytellers. A leader who is a powerful speaker has a huge advantage in marketing, sales, and advertising. Through her books, YouTube channel, and one-on-one coaching, Aurora trains people to create their own unique Million-Dollar Message.

A media strategist, Aurora is frequently featured in the media. She is the author of 10 books including Turn Words Into Wealth. A sought-after speaker and expert, Aurora is frequently featured in the media, including ABC TV, CBS TV, KTLA TV, Success magazine, Elle magazine, and Oprah Radio. She is the author of 6 books including Thought Leader Launch and Marketing Fastrack. Additionally, Turn Words Into Wealth, has won multiple awards, including the 2021 Best Business Book Award from LA Book Festival, Spring 2021 Best Business Book Award from Pinnacle, and a Literary Titan Book Award. 

• Gift for The Audience - Includes your Turn Words-to-Wealth starter library and a video masterclass on how to attract capital, clients, and media coverage.: https://turnwordsintowealth.com
• Website: https://www.aurorawinter.com
• Same Page Publishing: https://www.samepagepublishing.com
• Marketing Fastrack: The Little Book That Launched a New Business by Aurora Winter- on Amazon: https://a.co/d/8xrIglK
• Turn Words Into Wealth: Blueprint for Your Business, Brand and Book by Aurora Winter - on Amazon: https://a.co/d/7RRkVYb
• Magic, Mystery, and the Multiverse Book 1 Amazon: https://a.co/d/5cmA6Um
• LinkedIn: https://linkedin.com/in/AuroraWinter
• YouTube: https://www.youtube.com/AuroraWinter
• Linktree: https://linktr.ee/AuroraWinter

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond...]]>4564aurorawinter,authoritybuilding,authorship,contentownership,creativeentrepreneurs,designyourlegacy,entrepreneurship,foundermindset,highachievers,influenceandimpact,intellectualproperty,knowledgetransfer,legacyplanning,medialiteracy,personalbranding,platformbuilding,publishingindustry,storytellingstrategy,thoughtleadership,womeninbusinessfalsefullhttp://www.designurlegacy.com
Together, they unpack the tension between strength and empathy in leadership and why giving back is not optional for those who want their influence to last. Listeners will gain clarity on how intentional choices today shape reputation, culture, and meaning for tomorrow. This conversation is a reminder that legacy isn’t accidental—it’s designed.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/69015655Fri, 12 Dec 2025 22:24:11 +0000Angelina CarletonSuccess in law and business doesn’t automatically create a lasting legacy—and many high achievers struggle with what comes next.  In this episode of Design Your Legacy, host Angelina Carleton sits down with Rob Levine, Esq., to explore how purpose,...
Together, they unpack the tension between strength and empathy in leadership and why giving back is not optional for those who want their influence to last. Listeners will gain clarity on how intentional choices today shape reputation, culture, and meaning for tomorrow. This conversation is a reminder that legacy isn’t accidental—it’s designed.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3622buildingalastinglegacy,businessleadership,consciouscapitalism,designyourlegacypodcast,entrepreneurialleadership,ethics&integrity,highperformancemindset,justice&advocacy,leadershipdevelopment,legacydesign,legalleadership,long-termthinking,personaldevelopment,philanthropy&impact,professionalexcellence,purpose-drivenleadership,reputation&influence,service-orientedbusiness,thoughtleadership,values-basedsuccessfalsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton speaks with Alex Dripchak as he explains how the power of awe-inspiring moments can allow you to break through numbness and reconnect you to excellence, creativity, and your highest potential. Tune in as we explore how to build a “hurricane-proof why” that can withstand setbacks, reinvention, and the unexpected storms. Alex walks listeners through practical tools for auditing your time, aligning it with your values, and reclaiming the precious years you actually have to plan that legacy!

Learn more about Alex at https://www.100salesskills.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68968708Wed, 10 Dec 2025 01:39:21 +0000Angelina CarletonMost individuals feel a sense of the world's weariness on their shoulders known as "weltschmerz"—quietly aware that time is slipping away faster than they’d like to admit. Why do we drift into disconnection, burn out, and unconscious living, and how...
In this episode, hostess Angelina Carleton speaks with Alex Dripchak as he explains how the power of awe-inspiring moments can allow you to break through numbness and reconnect you to excellence, creativity, and your highest potential. Tune in as we explore how to build a “hurricane-proof why” that can withstand setbacks, reinvention, and the unexpected storms. Alex walks listeners through practical tools for auditing your time, aligning it with your values, and reclaiming the precious years you actually have to plan that legacy!

Learn more about Alex at https://www.100salesskills.com.

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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3473awakenyourwhy,aweinspiringmoments,conscioussuccess,designyourlegacy,eliteperformance,excellencemindset,highachievermindset,impactfulliving,legacybuilding,legacyleadership,lifedesign,livewithintention,mindfulproductivity,nextlevelleadership,personalreinvention,purposedrivenlife,quietluxuryliving,selfmasteryjourney,timemastery,valuesalignmentfalsefullhttp://www.designurlegacy.com
In this episode, I speak with Dr. Nicholas Michels to expose the hidden financial wounds many successful individuals carry from childhood—fear, instability, and patterns of scarcity that quietly shape adulthood, your relationships as well as your legacy. He reveals how growing up in a fractured home creates unresolved money trauma that later resurfaces in marriage no matter the professional success. Tune in to hear how through his personal story—he uncovers what he really needed to do to design his pioneering legacy plan.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68787560Fri, 28 Nov 2025 17:56:30 +0000Angelina CarletonOutwardly successful, inwardly stressed? Why is knowledge alone not a remedy to fix financial stress when couples lack alignment, communication or emotional clarity around money ... which designs your legacy? How are even high-achievers trapped by...
In this episode, I speak with Dr. Nicholas Michels to expose the hidden financial wounds many successful individuals carry from childhood—fear, instability, and patterns of scarcity that quietly shape adulthood, your relationships as well as your legacy. He reveals how growing up in a fractured home creates unresolved money trauma that later resurfaces in marriage no matter the professional success. Tune in to hear how through his personal story—he uncovers what he really needed to do to design his pioneering legacy plan.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3995breakinggenerationalcycles,consciouswealth,financialfreedom,financialhealing,financialliteracy,financialwholeness,generationalwealth,highnetworthfamilies,inspirationalstories,legacyplanning,marriageandmoney,mindsetshift,moneymindset,moneytrauma,overcomingadversity,personaltransformation,purposedrivenwealth,richbychoice,wealthmanagement,wealthpsychologyfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Kim to reveal why so many high-achieving individuals feel “off” in spaces that look beautiful but don’t support who they are becoming. She shares how her Wheel House Assessment blends psychology, human needs, and environmental design to help homeowners break free from environments that are holding them back. Listeners will walk away with practical tips to transform their homes into launchpads for legacy building—so their physical space finally reflects the vision they want to live and leave.

Learn more about Kim at https://lifestylefoundations.com.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68744709Tue, 25 Nov 2025 18:47:32 +0000Angelina CarletonMisaligned spaces can create stagnation, overwhelm, and even self-doubt, especially during life transitions like succession, divorce, or the receiving of an inheritance. Most people have no idea that their homes are silently shaping their confidence,...
In this episode, hostess Angelina Carleton speaks with Kim to reveal why so many high-achieving individuals feel “off” in spaces that look beautiful but don’t support who they are becoming. She shares how her Wheel House Assessment blends psychology, human needs, and environmental design to help homeowners break free from environments that are holding them back. Listeners will walk away with practical tips to transform their homes into launchpads for legacy building—so their physical space finally reflects the vision they want to live and leave.

Learn more about Kim at https://lifestylefoundations.com.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3334falsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with guests Ben Ulrich, Dan Kertesz and Maxim Jardai to bring clarity to these challenges by bridging wealth, psychology, and human connection in a way that helps families design legacies—not just portfolios—that endure. Their insights reveal that legacy is no longer about assets alone; it’s about continual communication and cultivating emotional intelligence across generations.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68683288Fri, 21 Nov 2025 19:18:12 +0000Angelina CarletonWhat are the unique pressures facing today’s affluent families, where complexity—not lack of resources—is the true adversary?  Rising wealth fragmentation, global mobility, and multi-jurisdictional assets have made succession planning more...
In this episode, hostess Angelina Carleton speaks with guests Ben Ulrich, Dan Kertesz and Maxim Jardai to bring clarity to these challenges by bridging wealth, psychology, and human connection in a way that helps families design legacies—not just portfolios—that endure. Their insights reveal that legacy is no longer about assets alone; it’s about continual communication and cultivating emotional intelligence across generations.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3490affluentleadership,designyourlegacy,eliteadvisors,familygoverance,familyoffice,futureoflegacy,generationalwisdom,hnwinsights,humancapitaldevelopment,impactinvesting,legacyplanning,privatewealth,strategicrelationships,successionstrategy,swisswealth,uhnwcommunity,valuesbasedleadership,wealthcontinuity,wealthpsychology,wealthstrategyfalsefullhttp://www.designurlegacy.com
In this podcast episode, hostess Angelina Carleton speaks with Naava Mashiah, a global connector and CEO of ME LINKS, known for mobilizing capital across Israel, the Middle East, Africa, and Asia. With a background in diplomacy and a lifelong commitment to cross-cultural dialogue, Naava helps family offices and 'rising generation' family members move from preserving wealth to activating it. Tune in as this conversation gives listeners a clear roadmap to transform their wealth into meaningful continuity!

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68620974Tue, 18 Nov 2025 16:28:26 +0000Angelina CarletonIn a world where wealth is growing faster than wisdom, affluent individuals as well as families face an invisible crisis: How do you turn prosperity into purpose — and build a legacy that transcends geography, politics as well as generations? In this...
In this podcast episode, hostess Angelina Carleton speaks with Naava Mashiah, a global connector and CEO of ME LINKS, known for mobilizing capital across Israel, the Middle East, Africa, and Asia. With a background in diplomacy and a lifelong commitment to cross-cultural dialogue, Naava helps family offices and 'rising generation' family members move from preserving wealth to activating it. Tune in as this conversation gives listeners a clear roadmap to transform their wealth into meaningful continuity!

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3303africainvestments,crossculturaldiplomacy,familyoffice,familywealth,globalinvesting,governance,impactinvesting,internationalbusiness,investorrelations,legacy,legacyplanning,menaregion,multigenerationalwealth,nextgen,privatecapital,prosperity,purposefulcapital,sustainableinvesting,wealthstewardship,womeninleadershipfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Simon Holzapfel of CrowBox Partners to reveal why you can’t build on chaos, and why individuals and families must first create emotional order before they can create generational continuity. He explains how legacy isn’t a single event but how it happens one conversation at a time, especially when those conversations feel unfamiliar or uncomfortable. Simon offers tools to practice fighting fires, so all parties at the table learn to manage tension, conflict, and responsibility long before a crisis arrives. Ultimately, he reminds us that legacy may invite awkwardness, but it also invites transformation — and that’s where lasting stewardship truly begins!

Learn more about Simon at https://www.l-eaflab.org/.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68560604Fri, 14 Nov 2025 01:36:38 +0000Angelina CarletonMost individuals and families want to pass on more than money, but legacy is slow food for the soul — it requires intention, preparation, and steady nourishment. Like sex education class, talking about your legacy can be awkward — but avoiding the...
In this episode, hostess Angelina Carleton speaks with Simon Holzapfel of CrowBox Partners to reveal why you can’t build on chaos, and why individuals and families must first create emotional order before they can create generational continuity. He explains how legacy isn’t a single event but how it happens one conversation at a time, especially when those conversations feel unfamiliar or uncomfortable. Simon offers tools to practice fighting fires, so all parties at the table learn to manage tension, conflict, and responsibility long before a crisis arrives. Ultimately, he reminds us that legacy may invite awkwardness, but it also invites transformation — and that’s where lasting stewardship truly begins!

Learn more about Simon at https://www.l-eaflab.org/.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>6632affluentfamilies,emotionalintelligence,familybusiness,familygovernance,familyoffice,financialpsychology,generationalcontinuity,heirpreparation,hnwfamilies,humancapital,legacyplanning,multi-generationalwealth,nextgenerationleadership,purposedrivenwealth,risinggeneration,valuesbasedleadership,wealtheducation,wealthmanagement,wealthstewardship,wealthtransferfalsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton speaks with licensed therapist and TEDx speaker Marcy Pusey about how unresolved pain becomes an unintentional legacy that gets passed down through silence, avoidance, and emotional distance. She explains why success cannot protect anyone from the “freeze patterns” of PTSD—and how those patterns sabotage succession planning, family unity, and true fulfillment. You’ll learn practical tools to break generational cycles, shift from survival mode into intentional design, and build emotional capital equal to your financial capital. Marcy shows that the most valuable inheritance isn’t just financial wealth—it’s the healed and integrated version of you. If you’re ready to stop letting your past define your future, this episode gives you a roadmap to transform trauma into a legacy of strength, connection, and wisdom.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68467939Fri, 07 Nov 2025 22:52:44 +0000Angelina CarletonMost affluent individuals excel at building wealth but struggle to build emotional continuity, because unprocessed trauma quietly drives control, perfectionism, and isolation. In this episode, hostess Angelina Carleton speaks with licensed therapist...
In this episode, hostess Angelina Carleton speaks with licensed therapist and TEDx speaker Marcy Pusey about how unresolved pain becomes an unintentional legacy that gets passed down through silence, avoidance, and emotional distance. She explains why success cannot protect anyone from the “freeze patterns” of PTSD—and how those patterns sabotage succession planning, family unity, and true fulfillment. You’ll learn practical tools to break generational cycles, shift from survival mode into intentional design, and build emotional capital equal to your financial capital. Marcy shows that the most valuable inheritance isn’t just financial wealth—it’s the healed and integrated version of you. If you’re ready to stop letting your past define your future, this episode gives you a roadmap to transform trauma into a legacy of strength, connection, and wisdom.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4461affluentfamilies,angelinacarleton,consciousnessandwealth,designyourlegacypodcast,emotionalcapital,emotionalintelligence,familygovernance,familyoffices,generationalwealthtransfer,healingjourney,leadershiptransformation,legacy,legacyplanning,marcypusey,personaldevelopment,ptsdfreezeresponse,successionplanning,tedxspeaker,traumahealing,wellnessandwealthfalsefullhttp://www.angelinacarleton.com
In this episode, hostess Angelina Carleton speaks with Russell Van Brocklen about his personal struggles as well as his latest research project. When a family can reframe dyslexia as difference instead of defect, it can transform frustration into empathy and innovation...and Russell offers a few ideas on how to leverage both AI as well as the craft of research as tools.  These insights can shift results as well as opportunities —from perfect performance to creative problem-solving and resilience. Ultimately, acknowledging dyslexia early on can strengthen the family legacy, humanizing what we all bring to the table with compassion and new perspectives.

Learn more at https://dyslexiaclasses.com.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68366847Fri, 31 Oct 2025 16:45:29 +0000Angelina CarletonIn multi-generational families of wealth, dyslexia can quietly challenge the very ideals of achievement, confidence, and continuity. A child who struggles to read may internalize shame or feel they’ve disappointed the family. Parents, driven by high...
In this episode, hostess Angelina Carleton speaks with Russell Van Brocklen about his personal struggles as well as his latest research project. When a family can reframe dyslexia as difference instead of defect, it can transform frustration into empathy and innovation...and Russell offers a few ideas on how to leverage both AI as well as the craft of research as tools.  These insights can shift results as well as opportunities —from perfect performance to creative problem-solving and resilience. Ultimately, acknowledging dyslexia early on can strengthen the family legacy, humanizing what we all bring to the table with compassion and new perspectives.

Learn more at https://dyslexiaclasses.com.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3344creativethinking,designyourlegacypodcast,dyslexia,dyslexiaawareness,earlyintervention,educationallegacy,emotionalintelligence,empoweringparents,familylegacy,generationalwealth,learningdifferences,legacyplanning,lifelonglearning,multigenerationalfamilies,neurodiversity,parentingandeducation,redefiningsuccess,resilientfamilies,structuredliteracy,wealthandwellbeingfalsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton speaks with Suzy Riedman who shares actionable strategies for helping children understand money, happiness, and privilege. You’ll learn how to guide your children to make thoughtful choices with money—whether to spend, save, or share—while building character and empathy. Suzy reveals ways parents can cultivate wealth that isn’t measured in dollars, but in love, security, and meaningful impact. If you want your children to inherit not just assets, but values and wisdom that endure for generations, this conversation is a must-listen!  

Buy Suzy’s book at https://bit.ly/suzyreidman.

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Suzy Riedman is a writer, coach, mediator, and real estate investor who has always loved finding creative ways to earn and discuss money. She holds a bachelor’s degree in creative writing from the University of Redlands. Suzy’s love for honest money conversations began when she was ten years old and saved up to buy a cash register. She ran an office supply store out of her bedroom – selling envelopes, stamps and pencils she’d found on her parents’ desks.

After college, Suzy lived in Hawaii and worked as a personal trainer and Crossfit coach before returning to Oregon and entering the world of real estate investing and financial independence. Inspired by her own journey of taking ownership of her financial life, Suzy writes books to help families start money conversations that are engaging, age-appropriate, and meaningful. Her goal is to give kids confidence about earning, saving, and using money—while giving parents the tools to guide them.

Suzy lives on a little farm with her family, a menagerie of animals including a trick horse named Whistle, and 46 very busy chickens. When she isn’t writing, Suzy can be found riding bikes with her husband and son, hiking, or hanging out in the barn.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68256775Thu, 23 Oct 2025 18:38:34 +0000Angelina CarletonMany affluent parents struggle with teaching their children the true value of wealth beyond material possessions. Without guidance, kids can grow up thinking money alone defines success, missing out on lessons in generosity, gratitude, and emotional...
In this episode, hostess Angelina Carleton speaks with Suzy Riedman who shares actionable strategies for helping children understand money, happiness, and privilege. You’ll learn how to guide your children to make thoughtful choices with money—whether to spend, save, or share—while building character and empathy. Suzy reveals ways parents can cultivate wealth that isn’t measured in dollars, but in love, security, and meaningful impact. If you want your children to inherit not just assets, but values and wisdom that endure for generations, this conversation is a must-listen!  

Buy Suzy’s book at https://bit.ly/suzyreidman.

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Suzy Riedman is a writer, coach, mediator, and real estate investor who has always loved finding creative ways to earn and discuss money. She holds a bachelor’s degree in creative writing from the University of Redlands. Suzy’s love for honest money conversations began when she was ten years old and saved up to buy a cash register. She ran an office supply store out of her bedroom – selling envelopes, stamps and pencils she’d found on her parents’ desks.

After college, Suzy lived in Hawaii and worked as a personal trainer and Crossfit coach before returning to Oregon and entering the world of real estate investing and financial independence. Inspired by her own journey of taking ownership of her financial life, Suzy writes books to help families start money conversations that are engaging, age-appropriate, and meaningful. Her goal is to give kids confidence about earning, saving, and using money—while giving parents the tools to guide them.

Suzy lives on a little farm with her family, a menagerie of animals including a trick horse named Whistle, and 46 very busy chickens. When she isn’t writing, Suzy can be found riding bikes with her husband and son, hiking, or hanging out in the barn.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3525financialliteracy,kidsandmoney,legacy,moneyeducation,raisingwealthy-heartedkids,values-basedparenting,wealthmindsetfalsefullhttp://www.designurlegacy.com
In this episode of Design Your Legacy, Wes shares his field-tested strategies for building trust at scale, simplifying what really moves the needle, and keeping your brand human in an AI-driven age. You’ll hear his hard-won lessons from growing Uplift 360 from scratch, along with practical steps you can use to make your marketing work smarter. Tune in to learn how to design a business legacy built on authenticity, results, and relationships that last.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.


Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.


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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card


Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68184407Fri, 17 Oct 2025 19:57:37 +0000Angelina CarletonMany business owners waste money on marketing that looks good but doesn’t actually bring in qualified leads — Wes Towers knows why. For over two decades, he’s helped builders and trades cut through the noise, turning their websites and SEO into tools...
In this episode of Design Your Legacy, Wes shares his field-tested strategies for building trust at scale, simplifying what really moves the needle, and keeping your brand human in an AI-driven age. You’ll hear his hard-won lessons from growing Uplift 360 from scratch, along with practical steps you can use to make your marketing work smarter. Tune in to learn how to design a business legacy built on authenticity, results, and relationships that last.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.


Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.


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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card


Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3273aiandhumanconnection,authenticmarketing,brandauthenticity,buildingtrustonline,businesslegacy,designyourlegacy,digitaltrust,entrepreneurlessons,field-testedstrategies,leadershiplegacy,legacypodcast,marketingthatworks,onlinevisibility,practicalbusinessadvice,seostrategy,smallbusinessgrowth,tradesandconstructionmarketing,uplift360,websitedesign,westowersfalsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton speaks with Peter Mu, CFP® ChFC® and Founder of Wealth Cairn, to explain why wealth management is not limited to just money management—it’s about your dreams, purpose and legacy. Listeners will discover how to avoid the most common mistakes in legacy planning – including the ‘illusion that you have to do everything right’. If you’ve ever wondered how to turn your anxieties around money into a legacy that truly matters, this conversation will guide you forward.

Learn more about Peter Mu at www.wealthcairn.com. 

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68093564Fri, 10 Oct 2025 18:38:51 +0000Angelina CarletonMany affluent individuals want to leave a meaningful legacy, but they often feel overwhelmed by the complexity of wealth, taxes, and family dynamics. So what are the hidden challenges wealthy individuals and families face, from the “No Talk Rule”...
In this episode, hostess Angelina Carleton speaks with Peter Mu, CFP® ChFC® and Founder of Wealth Cairn, to explain why wealth management is not limited to just money management—it’s about your dreams, purpose and legacy. Listeners will discover how to avoid the most common mistakes in legacy planning – including the ‘illusion that you have to do everything right’. If you’ve ever wondered how to turn your anxieties around money into a legacy that truly matters, this conversation will guide you forward.

Learn more about Peter Mu at www.wealthcairn.com. 

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3191affluentfamilies,designingyourlegacy,estateplanning,familylegacy,financialadvisor,financialfreedom,financialplanning,generationalwealth,highnetworth,legacyplanning,moneyandmeaning,multi-generationalwealth,petermu,retirementplanning,taxplanning,wealthcairn,wealthmanagement,wealthstrategy,wealthtransfer,wealthwithpurposefalsefullhttp://www.designurlegacy.com also pass on a meaningful legacy, but the fear of outliving money or leaving loved ones unprepared can feel overwhelming. For older generations, echoes of the Great Depression and Dust Bowl have shaped how we view money—through the lens of scarcity and survival.

In this episode, hostess Angelina Carleton speaks with Laura Phillips on how reverse mortgages can free trapped equity and transform fears into confidence. By preserving investments, easing financial pressure, and opening new streams of stability, individuals and families can plan not just for themselves but for three or four generations to come. Listeners will discover that legacy isn’t just about documents—it’s about funding hopes and dreams that last. When you shift how you see money and equity, you gain the clarity and courage to design a legacy that truly endures.

Learn more at https://lauraphillips.com.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/68005163Fri, 03 Oct 2025 23:25:57 +0000Angelina CarletonMany individuals families want to secure their retirement and also pass on a meaningful legacy, but the fear of outliving money or leaving loved ones unprepared can feel overwhelming. For older generations, echoes of the Great Depression and Dust Bowl... also pass on a meaningful legacy, but the fear of outliving money or leaving loved ones unprepared can feel overwhelming. For older generations, echoes of the Great Depression and Dust Bowl have shaped how we view money—through the lens of scarcity and survival.

In this episode, hostess Angelina Carleton speaks with Laura Phillips on how reverse mortgages can free trapped equity and transform fears into confidence. By preserving investments, easing financial pressure, and opening new streams of stability, individuals and families can plan not just for themselves but for three or four generations to come. Listeners will discover that legacy isn’t just about documents—it’s about funding hopes and dreams that last. When you shift how you see money and equity, you gain the clarity and courage to design a legacy that truly endures.

Learn more at https://lauraphillips.com.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3276designyourlegacy,estateplanning,familylegacy,financialfreedom,financialresilience,financialwellness,futureprooffinances,generationalwealth,holisticwealth,legacydesign,legacyplanning,moneyandmeaning,nextgenwealth,retirementplanning,retirewithpurpose,reversemortgageinsights,smartmoneymoves,sovereignliving,wealthpreservation,wealthstrategyfalsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton speaks with Harvard alum and executive coach Laing Rikkers about deliberately seeking beauty and sitting in the presence of something bigger than yourself to pay it forward. Tune in to hear about how you can’t be afraid while being grateful, in finding the answers to ‘what is of ultimate consequence’ for your legacy. Learn how you too can face and cope with unexpected misfortune and tragedy so the design of your legacy will be better for it.

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Laing Rikkers is an Executive Coach with over 30 years of corporate leadership experience, specializing in helping high-performing individuals find purpose, clarity, and joy amid personal and professional challenges. She empowers executives to navigate pivotal moments with resilience and focus, integrating emotional intelligence with practical business strategies. Laing’s approach supports leaders in sustaining peak performance while emerging stronger and more purpose-driven.

As the author of "Morning Leaves: Cultivating a Life of Beauty, Meaning, and Joy," (Red Hen Press March 2026), Laing blends leadership acumen with a deep understanding of grief’s impact. Her work fosters a culture of resilience within organizations, enabling leaders to overcome obstacles while driving successful outcomes. Through a structured, confidential approach, she partners with clients to develop tailored solutions that align individual and organizational goals. Learn more about Laing at https://www.laingrikkers.com.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67867864Tue, 23 Sep 2025 17:28:10 +0000Angelina CarletonHow do you shift from focusing on loss to being able to move past grief to see the joy and beauty each day? We know processing emotions is difficult but what’s worse is sweeping it under the rug when the rug is only so big. So how do you move the...
In this episode, hostess Angelina Carleton speaks with Harvard alum and executive coach Laing Rikkers about deliberately seeking beauty and sitting in the presence of something bigger than yourself to pay it forward. Tune in to hear about how you can’t be afraid while being grateful, in finding the answers to ‘what is of ultimate consequence’ for your legacy. Learn how you too can face and cope with unexpected misfortune and tragedy so the design of your legacy will be better for it.

-

Laing Rikkers is an Executive Coach with over 30 years of corporate leadership experience, specializing in helping high-performing individuals find purpose, clarity, and joy amid personal and professional challenges. She empowers executives to navigate pivotal moments with resilience and focus, integrating emotional intelligence with practical business strategies. Laing’s approach supports leaders in sustaining peak performance while emerging stronger and more purpose-driven.

As the author of "Morning Leaves: Cultivating a Life of Beauty, Meaning, and Joy," (Red Hen Press March 2026), Laing blends leadership acumen with a deep understanding of grief’s impact. Her work fosters a culture of resilience within organizations, enabling leaders to overcome obstacles while driving successful outcomes. Through a structured, confidential approach, she partners with clients to develop tailored solutions that align individual and organizational goals. Learn more about Laing at https://www.laingrikkers.com.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3695authorinterview,consciousleadership,designingyourlegacy,familylegacy,griefandhealing,harvardalumni,intentionalliving,laingrikkers,legacyplanning,lifepurpose,meaningfulsuccess,mentalhealthadvocacy,mindfulnesspractices,morningleaves,overcomingloss,personalgrowth,resilienceandrecovery,sleepapnea,storytellingforlegacy,womeninleadershipfalsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton speaks with Sandra D’Souza, Founder & CEO of Ellect, to share how she’s breaking down barriers with both men and women in overcoming all types of biases and building a marketplace for gender equality, equity, and opportunity. If you’re a leader, entrepreneur, or changemaker who cares about designing a legacy of inclusive leadership, this conversation is a must-listen!

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Sandra is the CEO and Founder to Ellect. Ellect is a platform dedicated to empowering companies to create a more inclusive and diverse workplace. Ellect provide tools and resources to help businesses measure and improve their gender and diversity initiatives. Ellect's ultimate goal is to create a world where everyone, regardless of gender or identity, has the opportunity to reach their full potential. 

Sandra is an entrepreneur and advocate for gender equality in business. She believes that leadership should be diverse, inclusive, and accessible to everyone, regardless of gender. That’s why she founded Ellect—a platform dedicated to increasing women’s representation in leadership and board roles. But her journey here wasn’t a straight path: By her early 30s, she had built a successful corporate career, working with global brands like MTV Europe, Telstra, and UBS. In 2019, she launched Ellect to help businesses create more gender-balanced leadership teams.

The platform recognizes and supports companies that champion diversity, aligning with the United Nations Sustainable Development Goals for Gender Equality and Reduced Inequalities. Her work has been recognized globally, including being featured on the NASDAQ Tower in New York as part of Nasdaq’s Spring 2021 Milestone Makers Program. In 2023, she was honored as the Most Influential CEO by CEO Monthly, and her book became a finalist in the Australian Business Book Awards and The Leadership Awards.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67825282Fri, 19 Sep 2025 19:26:43 +0000Angelina CarletonWhat if men asked women more often to join boards, in trusting they can handle it, and women trusted themselves more in their experiences and skills ... to show up and become board members in the design of their legacies? And how is unconscious bias...
In this episode, hostess Angelina Carleton speaks with Sandra D’Souza, Founder & CEO of Ellect, to share how she’s breaking down barriers with both men and women in overcoming all types of biases and building a marketplace for gender equality, equity, and opportunity. If you’re a leader, entrepreneur, or changemaker who cares about designing a legacy of inclusive leadership, this conversation is a must-listen!

-

Sandra is the CEO and Founder to Ellect. Ellect is a platform dedicated to empowering companies to create a more inclusive and diverse workplace. Ellect provide tools and resources to help businesses measure and improve their gender and diversity initiatives. Ellect's ultimate goal is to create a world where everyone, regardless of gender or identity, has the opportunity to reach their full potential. 

Sandra is an entrepreneur and advocate for gender equality in business. She believes that leadership should be diverse, inclusive, and accessible to everyone, regardless of gender. That’s why she founded Ellect—a platform dedicated to increasing women’s representation in leadership and board roles. But her journey here wasn’t a straight path: By her early 30s, she had built a successful corporate career, working with global brands like MTV Europe, Telstra, and UBS. In 2019, she launched Ellect to help businesses create more gender-balanced leadership teams.

The platform recognizes and supports companies that champion diversity, aligning with the United Nations Sustainable Development Goals for Gender Equality and Reduced Inequalities. Her work has been recognized globally, including being featured on the NASDAQ Tower in New York as part of Nasdaq’s Spring 2021 Milestone Makers Program. In 2023, she was honored as the Most Influential CEO by CEO Monthly, and her book became a finalist in the Australian Business Book Awards and The Leadership Awards.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3649breakingbarriers,businessequity,businessinclusion,businesslegacy,corporateresponsibility,designyourlegacy,diversityandequity,empoweringentrepreneurs,entrepreneuriallegacy,equityinprocurement,ethicalleadership,futureofbusiness,genderequity,impactentrepreneurship,inclusiveleadership,legacyplanning,socialenterprise,womenentrepreneurs,womeninbusiness,women-ownedbusinessesfalsefullhttp://www.designurlegacy.com
In this episode, hostess Angelina Carleton speaks with Nelson Nigel about how he turned his personal challenges as an immigrant from Guyana (in South America) into 7-figure success while in New York City (USA). Tune in to hear how he leveraged all of his life experiences, from selling T-shirts and building a commercial property, to then develop his first app's. In one sentence, hear how Nelson defines his legacy as his four core values are a reminder that no matter the heart break and pain, resilience makes your legacy become a reality in 64 cities with expansion into Europe. We are our own legacy architects! 

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Nelson Nigel is the Founder and CEO of Moto Nation. In 2016, as an Uber driver, he observed the absence of child car seats in taxis and car services, leaving parents in vulnerable positions. Recognizing the gap in the market left by Uber and Lyft, Nelson developed a mobile app to offer a convenient and safe solution for parents traveling with small children, particularly to and from airports.

Moto Nation has since become a trusted brand, connecting parents with a network of skilled drivers providing secure child car seats for airport transfers in United States cities and soon, to be in Europe. Despite Nelson's challenging background—growing up poor and surviving a train accident that left him in a coma for weeks—he maintained a positive mindset no matter what in order to be in service to others. His hard work and respect for humanity has led Kidmoto to achieve milestones he could only dream of, including 40,000+ completed rides, a 7-figure revenue for 2023, and a valuation of $25 million USD. 

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67769772Mon, 15 Sep 2025 19:07:24 +0000Angelina CarletonParents traveling with young children often face the stressful reality of rideshares and taxis without car seats. In 2016, Nelson Nigel saw this firsthand as an Uber driver and recognized the risk families were forced to take... even before app's were...
In this episode, hostess Angelina Carleton speaks with Nelson Nigel about how he turned his personal challenges as an immigrant from Guyana (in South America) into 7-figure success while in New York City (USA). Tune in to hear how he leveraged all of his life experiences, from selling T-shirts and building a commercial property, to then develop his first app's. In one sentence, hear how Nelson defines his legacy as his four core values are a reminder that no matter the heart break and pain, resilience makes your legacy become a reality in 64 cities with expansion into Europe. We are our own legacy architects! 

-

Nelson Nigel is the Founder and CEO of Moto Nation. In 2016, as an Uber driver, he observed the absence of child car seats in taxis and car services, leaving parents in vulnerable positions. Recognizing the gap in the market left by Uber and Lyft, Nelson developed a mobile app to offer a convenient and safe solution for parents traveling with small children, particularly to and from airports.

Moto Nation has since become a trusted brand, connecting parents with a network of skilled drivers providing secure child car seats for airport transfers in United States cities and soon, to be in Europe. Despite Nelson's challenging background—growing up poor and surviving a train accident that left him in a coma for weeks—he maintained a positive mindset no matter what in order to be in service to others. His hard work and respect for humanity has led Kidmoto to achieve milestones he could only dream of, including 40,000+ completed rides, a 7-figure revenue for 2023, and a valuation of $25 million USD. 

-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2917airporttransportation,businessgrowth,childcarseats,designyourlegacy,entrepreneurship,familysafety,founderstory,high-impactlegacy,innovation,legacy,legacybuilding,legacyplanning,motonation,nelsonnigel,purpose-drivenbusiness,resilience,ridesharesafety,startupstory,uberandlyft,visionaryleadersfalsefullhttp://www.designurlegacy.com
In this episode of Design Your Legacy, hostess Angelina Carleton speaks with Deborah Goldstein, Founder of Enlightened Philanthropy and Co-Dean of the Purposeful Planning Institute. Deborah shares how she equips women with the clarity, confidence, and tools they need to give with impact, align their wealth with purpose, and design a legacy that reflects their authentic voice. Tune in to hear how they uncover how women can overcome barriers, embrace philanthropy as a platform for leadership, and inspire future generations to connect wealth with meaning.

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Deborah Goldstein has decades of experience guiding families and professionals and is recognized for her ability to translate complex family dynamics into opportunities for connection, resilience, and impact. Deborah is especially passionate about empowering women and rising generations with tools for philanthropy, leadership, and purpose-driven legacy design. Her work inspires individuals to view wealth not just as financial capital, but as a catalyst for lasting influence and generational well-being.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67725524Thu, 11 Sep 2025 20:45:51 +0000Angelina CarletonMany women stepping into philanthropy face common but rarely discussed challenges: uncertainty about how to give effectively, lack of confidence in navigating male-dominated financial structures, and difficulty finding trusted advisors who truly honor...
In this episode of Design Your Legacy, hostess Angelina Carleton speaks with Deborah Goldstein, Founder of Enlightened Philanthropy and Co-Dean of the Purposeful Planning Institute. Deborah shares how she equips women with the clarity, confidence, and tools they need to give with impact, align their wealth with purpose, and design a legacy that reflects their authentic voice. Tune in to hear how they uncover how women can overcome barriers, embrace philanthropy as a platform for leadership, and inspire future generations to connect wealth with meaning.

-

Deborah Goldstein has decades of experience guiding families and professionals and is recognized for her ability to translate complex family dynamics into opportunities for connection, resilience, and impact. Deborah is especially passionate about empowering women and rising generations with tools for philanthropy, leadership, and purpose-driven legacy design. Her work inspires individuals to view wealth not just as financial capital, but as a catalyst for lasting influence and generational well-being.

-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3438consciouslegacy,designingalegacy,empoweringwomenleaders,estateplanningforwomen,familydynamics,familyofficeinsights,familyvalues,generationallegacy,impactgiving,legacybeyondmoney,legacyplanning,nextgenerationwealth,philanthropy,purposedrivenwealth,purposefulphilanthropy,purposefulplanning,wealthandmeaning,wealthtransfer,womenandwealth,womeninphilanthropyfalsefullhttp://www.designurlegacy.com
In this episode of Design Your Legacy, host Angelina Carleton sits down with Gerry Hays, JD, founder of Doriot, to discuss how he’s tearing down the walls of exclusivity in startup investing and building a new path forward. Gerry shares his journey from law and entrepreneurship to pioneering Venture Staking™, Fantasy Startup®, and the QAI certification—all designed to give everyday investors the tools, knowledge, and confidence to join the wealth-creation cycle. Listen now and discover how Gerry Hays, JD is rewriting the rules of venture capital so that wealth creation becomes a shared legacy.

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For over 25 years, Gerry Hays has been working at the crossroads of entrepreneurship, education, and innovation — launching and exiting startups, mentoring early-stage founders, and teaching venture strategy and mindset everywhere from Indiana University to classrooms around the world.

But Gerry isn’t just another serial founder. After years of watching the capital markets become more exclusive and less effective, he decided to stop playing defense — and start building alternatives.

He’s the founder of Doriot (Dor-ee-o), where he’s pioneering VentureStaking™ — a patent-pending, community-powered model for startup investing that flips the traditional system. He also created Fantasy Startup®, a gamified investing platform as addictive as fantasy sports, and QAI, a first-of-its-kind certification that offers a practical on-ramp to accredited investor status for the everyday person.

Gerry talks fast, thinks bold, and doesn’t hold back — especially when it comes to equity, access, and the future of investing. If you are interested in disruption, democratizing finance, or what’s really broken in venture capital, Gerry brings a conversation that doesn’t just observe change — he builds it.


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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67677319Mon, 08 Sep 2025 15:31:37 +0000Angelina CarletonFor too long, venture capital has been a game reserved for the elite—where only accredited investors with deep pockets get access to the most promising startups. But what happens when you challenge that system and design a future where everyone can...
In this episode of Design Your Legacy, host Angelina Carleton sits down with Gerry Hays, JD, founder of Doriot, to discuss how he’s tearing down the walls of exclusivity in startup investing and building a new path forward. Gerry shares his journey from law and entrepreneurship to pioneering Venture Staking™, Fantasy Startup®, and the QAI certification—all designed to give everyday investors the tools, knowledge, and confidence to join the wealth-creation cycle. Listen now and discover how Gerry Hays, JD is rewriting the rules of venture capital so that wealth creation becomes a shared legacy.

-

For over 25 years, Gerry Hays has been working at the crossroads of entrepreneurship, education, and innovation — launching and exiting startups, mentoring early-stage founders, and teaching venture strategy and mindset everywhere from Indiana University to classrooms around the world.

But Gerry isn’t just another serial founder. After years of watching the capital markets become more exclusive and less effective, he decided to stop playing defense — and start building alternatives.

He’s the founder of Doriot (Dor-ee-o), where he’s pioneering VentureStaking™ — a patent-pending, community-powered model for startup investing that flips the traditional system. He also created Fantasy Startup®, a gamified investing platform as addictive as fantasy sports, and QAI, a first-of-its-kind certification that offers a practical on-ramp to accredited investor status for the everyday person.

Gerry talks fast, thinks bold, and doesn’t hold back — especially when it comes to equity, access, and the future of investing. If you are interested in disruption, democratizing finance, or what’s really broken in venture capital, Gerry brings a conversation that doesn’t just observe change — he builds it.


-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>7309accreditedinvestorrule,angelinvesting,breakingbarriers,businessinnovation,democratizingwealth,designyourlegacypodcast,doriot,entrepreneurship,financialinclusion,futureofinvesting,gerryhays,globalinvesting,inclusivefinance,investoreducation,legacydesign,startupecosystem,startupinvesting,venturecapital,venturestaking,wealthcreationfalsefullhttp://www.designurlegacy.com
Then, there are side conversations between lenders, agents, and attorneys who may exclude the deaf/HoH client(s), undermining their participation and trust. With AI today, many e-signature platforms, remote notary systems, and lender portals aren’t designed with accessibility in mind (limited captioning, no video relay integration, etc.). Or worse, some professionals may see accommodations as an “inconvenience” rather than a right, creating friction and distrust at the table, in their lack of empathy.  

In this episode, Angelina Carleton speaks with Maria Gallucci about growing up with two deaf parents and helping them buy their first home at age 12.  As a CODA (child of a deaf adult), Maria learned the weight that the deaf and HOH (hard of hearing) carry as well as how to read facial expressions, body language, lips from a distance and a room. Tune in to hear how Maria’s experiences are changing the
residential real estate industry and how you too can bridge the gap between the deaf/HOH with the hearing communities. Plus, how Maria’s core values not only feed her soul but her legacy plan as well!

- 

Maria serves on boards for Rocky Mountain Deaf School, DOVE, and Colorado Association of the Deaf. Her motto "just try" reflects her belief that meaningful connection starts with one small step. Her debut book Raised in Silence is both a love letter to the Deaf & Hard of Hearing community and a guide for bridging communication gaps. Learn more at: https://www.compass.com/agents/maria-gallucci/ and https://bit.ly/mariagallucci.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67644462Fri, 05 Sep 2025 13:36:06 +0000Angelina CarletonFew agents, lenders, or brokers can communicate in sign language, forcing reliance on interpreters who may not always be provided. On top of that, closing documents are full of legal jargon. Without clear, accessible communication, deaf/HoH clients...
Then, there are side conversations between lenders, agents, and attorneys who may exclude the deaf/HoH client(s), undermining their participation and trust. With AI today, many e-signature platforms, remote notary systems, and lender portals aren’t designed with accessibility in mind (limited captioning, no video relay integration, etc.). Or worse, some professionals may see accommodations as an “inconvenience” rather than a right, creating friction and distrust at the table, in their lack of empathy.  

In this episode, Angelina Carleton speaks with Maria Gallucci about growing up with two deaf parents and helping them buy their first home at age 12.  As a CODA (child of a deaf adult), Maria learned the weight that the deaf and HOH (hard of hearing) carry as well as how to read facial expressions, body language, lips from a distance and a room. Tune in to hear how Maria’s experiences are changing the
residential real estate industry and how you too can bridge the gap between the deaf/HOH with the hearing communities. Plus, how Maria’s core values not only feed her soul but her legacy plan as well!

- 

Maria serves on boards for Rocky Mountain Deaf School, DOVE, and Colorado Association of the Deaf. Her motto "just try" reflects her belief that meaningful connection starts with one small step. Her debut book Raised in Silence is both a love letter to the Deaf & Hard of Hearing community and a guide for bridging communication gaps. Learn more at: https://www.compass.com/agents/maria-gallucci/ and https://bit.ly/mariagallucci.

-


At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>6206accessibility,businessleadership,coda(childofdeafadults),communication,deafcommunity,designyourlegacy,diversityandinclusion,empathy,empowerment,entrepreneurship,hardofhearing,homeownership,inclusion,legacy,legacyplanning,lifelessons,personalgrowth,realestate,storytelling,womeninbusinessfalsefullhttps://www.spreaker.com/episode/the-shortest-distance-between-two-people-with-greg-logan--67600957
In this episode, hostess Angelina Carleton speaks with founder Greg Logan of Narrativity about ‘what if the importance of your legacy is your story?’ Individuals, families and organizations frequently pass on wealth and traditions without the story behind the why and the details. This can create confusion, disconnection, and even conflict. Greg’s strategies ensure your narratives are preserved alongside your assets, so your best stories are not lost, forgotten or never told. Tune in to hear how you can start re: the emotional connection needed for your legacy, so influence extends beyond transactions and titles.

-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67600957Tue, 02 Sep 2025 19:45:02 +0000Angelina CarletonIndividuals as well as families don’t know how to articulate their stories. We all have extraordinary experiences and insights, but we struggle to capture them in a way that’s compelling and coherent to create the through-line—the “golden...
In this episode, hostess Angelina Carleton speaks with founder Greg Logan of Narrativity about ‘what if the importance of your legacy is your story?’ Individuals, families and organizations frequently pass on wealth and traditions without the story behind the why and the details. This can create confusion, disconnection, and even conflict. Greg’s strategies ensure your narratives are preserved alongside your assets, so your best stories are not lost, forgotten or never told. Tune in to hear how you can start re: the emotional connection needed for your legacy, so influence extends beyond transactions and titles.

-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>7672authenticstorytelling,designinglegacy,greglogan,holisticlegacy,influenceandimpact,inspirationalconversations,leadershipstories,legacydesign,legacyplanning,legacypodcast,lifelessons,meaningfulsuccess,narrativepower,narrativity,passingwisdom,personalbranding,personallegacy,purposefulliving,storytelling,wealthandlegacyfalsefullhttp://www.designurlegacy.com
In this podcast episode, hostess Angelina Carleton speaks with Kathleen Quinn, an accomplished author and advisor, who has devoted her career to helping others design their giving while at Stanford University.  She believes your values are the real drivers ... especially when you can feel grounded, free and fulfilled. Tune in to hear how she asks the key question of “does this align with the world I want to create?” in rewriting beliefs at any stage or year of your life.  Learn how your values demand your visibility and how buffalo run right through storms compared to pushing their feelings down.

-

Kathleen Quinn is a mindset coach and certified Grief Educator—whose 30+ years as a Stanford philanthropy leader inform her relational and values-focused perspective on wealth. She specializes in guiding clients to align their financial decisions—not just with outcomes, but with their core values and desired legacy. She not only speaks into how fear and grief can live into our bodies but also about how boundaries can serve as your wealth compass to align with what matters most.

How do you use your core values as filters for financial decisions, investments, and charitable giving? How do you set values-aligned boundaries around requests and expectations regarding money? How do you recognize that our most treasured relationships deserve boundaries around time, energy, and emotional investment? Kathleen’s work aligns beautifully with the subject of legacy planning as legacy is more than what we leave behind—it’s how we live now. Her approach offers both intention and strategy for anyone ready to design a legacy that’s authentic, grounded, and deeply meaningful.

-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67556152Fri, 29 Aug 2025 18:24:42 +0000Angelina CarletonIf you do not believe you are enough, you will never believe you have enough. Or are doing enough. So then how do you get to your mindset of abundance in order to discover ‘what matters most’?  The challenge is not just getting your paperwork in order...
In this podcast episode, hostess Angelina Carleton speaks with Kathleen Quinn, an accomplished author and advisor, who has devoted her career to helping others design their giving while at Stanford University.  She believes your values are the real drivers ... especially when you can feel grounded, free and fulfilled. Tune in to hear how she asks the key question of “does this align with the world I want to create?” in rewriting beliefs at any stage or year of your life.  Learn how your values demand your visibility and how buffalo run right through storms compared to pushing their feelings down.

-

Kathleen Quinn is a mindset coach and certified Grief Educator—whose 30+ years as a Stanford philanthropy leader inform her relational and values-focused perspective on wealth. She specializes in guiding clients to align their financial decisions—not just with outcomes, but with their core values and desired legacy. She not only speaks into how fear and grief can live into our bodies but also about how boundaries can serve as your wealth compass to align with what matters most.

How do you use your core values as filters for financial decisions, investments, and charitable giving? How do you set values-aligned boundaries around requests and expectations regarding money? How do you recognize that our most treasured relationships deserve boundaries around time, energy, and emotional investment? Kathleen’s work aligns beautifully with the subject of legacy planning as legacy is more than what we leave behind—it’s how we live now. Her approach offers both intention and strategy for anyone ready to design a legacy that’s authentic, grounded, and deeply meaningful.

-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3212affluentfamilycoaching,affluentlegacyplanning,designingsignificance,familyofficelegacy,generationalimpactstrategy,highnetworthlegacy,holisticlegacydesign,impactandinfluence,inspiringlifestories,intergenerationalwealthplannin,leadershipwithpurpose,legacyandinfluence,livingwithintention,luxuryoflegacy,meaningbeyondwealth,purpose-drivenleadership,storytellingforlegacy,successtosignificance,values-basedplanning,wealthandwisdomtransferfalsefullhttp://www.designurlegacy.com
He believes our core values supersede traditional norms as the new basis for our identity as well as behavior. Welcome to the convergence of cause with commerce. Learn more at https://instantnonprofit.com/podcasts-design-your-legacy! 

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67484132Fri, 22 Aug 2025 22:42:34 +0000Angelina CarletonChristian LeFer is the Founder to Instant Nonprofit. He speaks about nonprofits and social enterprise topics based on his track record of starting almost 3,000 US 501(c)3organizations, in addition to 30+ years of writing and fundraising for myriad...
He believes our core values supersede traditional norms as the new basis for our identity as well as behavior. Welcome to the convergence of cause with commerce. Learn more at https://instantnonprofit.com/podcasts-design-your-legacy! 

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4019falsefullhttp://www.designurlegacy.comIn this podcast episode, hostess Angelina Carleton speaks with Everett O'Keefe of Ignite Press about how there is great power in the unread book - as you become the expert, given the status of best selling authors. Tune into hear how we don't have to sell our intellectual property to one of the big 4 or 5 publishing houses so all royalties can flow to you. Learn how books outlive you as well as how you breath rare air in being one of the elite who actually publish a book!

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Everett O'Keefe is a Wall Street Journal, USA Today, and International # 1 Bestselling Author. The Power of the Published is his most recent solo work. He has also helped create and launch more than 200 bestselling books for his clients. Everett speaks across the nation on the power of publishing. He is the founder of Ignite Press, a hybrid publishing company that specializes in helping entrepreneurs, as well as business and medical professionals, ignite their businesses by becoming bestselling authors.

Everett is the winner of multiple awards, including the Publish and Profit Award for Excellence in Publishing, the Make Market & Launch It Award for Product Creation, and the Top Gun Consulting Award, among others. He is the co-founder of the Business Accelerator Group, a high-level mastermind group composed of international marketers and publishers. He also founded the Mastermind Retreat and hosts international mastermind events.

Everett helps his clients become recognized experts in their fields through speaking and authorship while allowing them to focus on their own areas of giftedness.  You can reach Everett at everett@ignitepress.us as well as on Facebook, LinkedIn and Instagram.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67442512Tue, 19 Aug 2025 18:40:55 +0000Angelina CarletonPeople are often expected to make good decisions in many areas of life, as well as business, when they have no training. So what if your knowledge can be distilled into a manuscript knowing that less than 7% of society publish a book? When traditional...In this podcast episode, hostess Angelina Carleton speaks with Everett O'Keefe of Ignite Press about how there is great power in the unread book - as you become the expert, given the status of best selling authors. Tune into hear how we don't have to sell our intellectual property to one of the big 4 or 5 publishing houses so all royalties can flow to you. Learn how books outlive you as well as how you breath rare air in being one of the elite who actually publish a book!

-

Everett O'Keefe is a Wall Street Journal, USA Today, and International # 1 Bestselling Author. The Power of the Published is his most recent solo work. He has also helped create and launch more than 200 bestselling books for his clients. Everett speaks across the nation on the power of publishing. He is the founder of Ignite Press, a hybrid publishing company that specializes in helping entrepreneurs, as well as business and medical professionals, ignite their businesses by becoming bestselling authors.

Everett is the winner of multiple awards, including the Publish and Profit Award for Excellence in Publishing, the Make Market & Launch It Award for Product Creation, and the Top Gun Consulting Award, among others. He is the co-founder of the Business Accelerator Group, a high-level mastermind group composed of international marketers and publishers. He also founded the Mastermind Retreat and hosts international mastermind events.

Everett helps his clients become recognized experts in their fields through speaking and authorship while allowing them to focus on their own areas of giftedness.  You can reach Everett at everett@ignitepress.us as well as on Facebook, LinkedIn and Instagram.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3196authoritybranding,authorlegacy,bestsellerstrategies,bookpublishing,businesslegacy,createyourlegacy,designyourlegacypodcast,entrepreneurauthors,everettokeefe,hybridpublishing,ignitepress,influencethroughbooks,inspiringauthors,legacydesign,personalbranding,publishingsuccess,purposedrivenleadership,storytellingforimpact,thoughtleadership,writingabookfalsefullhttp://www.designurlegacy.com
What sets David apart isn’t just his expertise—it’s his mission. After a successful career in brokerage, development, and investing, David retired early in 2022. But it didn’t take long for him to realize his next chapter wasn’t about stepping away—it was about stepping up to help others. Fueled by his own journey of building wealth the hard way, David returned with a clear purpose: to teach busy, successful professionals how to invest smarter, protect their income, and build lasting financial freedom without sacrificing their time.

David is passionate about simplifying complex investment strategies and making real estate accessible—even for people who don’t see themselves as “investors.” His vertically integrated firm gives investors the ability to participate in institutional-grade real estate deals without the headaches of direct ownership.Through his story, his strategies, and his heart for helping others, David inspires high achievers to move from active income to true freedom and legacy—one smart investment at a time.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67382082Fri, 15 Aug 2025 22:19:44 +0000Angelina CarletonDavid Hrizak is a seasoned real estate investor, fund manager, and visionary entrepreneur with nearly 30 years of experience in the commercial real estate space. Based in Arizona (USA), David is the co-founder and CEO of Streamline Capital Group—a...
What sets David apart isn’t just his expertise—it’s his mission. After a successful career in brokerage, development, and investing, David retired early in 2022. But it didn’t take long for him to realize his next chapter wasn’t about stepping away—it was about stepping up to help others. Fueled by his own journey of building wealth the hard way, David returned with a clear purpose: to teach busy, successful professionals how to invest smarter, protect their income, and build lasting financial freedom without sacrificing their time.

David is passionate about simplifying complex investment strategies and making real estate accessible—even for people who don’t see themselves as “investors.” His vertically integrated firm gives investors the ability to participate in institutional-grade real estate deals without the headaches of direct ownership.Through his story, his strategies, and his heart for helping others, David inspires high achievers to move from active income to true freedom and legacy—one smart investment at a time.

-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2776buildingenduringimpact,businessphilosophy,capitalwithpurpose,designinglegacy,entrepreneuriallegacy,financialleadership,generationalwealth,impactinvesting,investmentwithmeaning,legacyofinfluence,legacyplanning,longtermvaluecreation,privateequitylegacy,purposedrivencapital,purposedrivenleadership,strategicinvesting,streamlinecapitalgroup,successionplanning,wealthstewardship,wealthstrategyfalsefullhttp://www.designurlegacy.comWhat You’ll Learn:

• How to shift from transactional financial planning to transformational legacy planning
• The biggest blind spots individuals face when thinking about their legacy
• Strategies to consider for each life stage in developing your legacy plan
• William’s personal reflections on designing his own legacy in what’s sensible
  
  

Join the Conversation:
Love what you heard? Share this episode with someone who’s ready to design a legacy that truly matters.

-

When William was at NC State, he had the opportunity to take a year and work in Washington DC. It was during this time that he read Alan Greenspan’s book, “Maestro” and decided to finish with an economics degree at university. The concept of economics was instantly interesting as it was digesting new data to create new projections – it was dynamic and always being refreshed. Through his CFP® studies and work with individual clients and business owners, he has learned that in some ways, economics and financial planning are very much alike. As financial planners, he works with precise and imprecise inputs to create a forecast for the future. It just so happens he does it with families and their businesses.    

After spending more than a decade with a fast- growing RIA in Columbia, Maryland with two great mentors, he left, and after a short stint with another firm, started Portus Wealth Advisors in 2019. In his time in Maryland, he served as the President and Chair of the Maryland chapter of the Financial Planning Association, worked on several national committees, and spoke at industry conferences. Yet upon moving to Charlotte, he knew he needed to connect with the local ecosystem. Since being there, he has spent most of his time in Charlotte working in the entrepreneurial community. This experience in mentoring young startups through RevTech Labs and LaunchLKN and being a member of the Charlotte Angel Fund have provided an awesome opportunity to both learn from great entrepreneurs AND give back. His professional passion for the next 10 years is attracting talented professionals to Portus to teach them how to deliver exceptional service and advice to current and future clients. 

He enjoys reading books about business and people. And if you want the full story of his life in Washington DC and how he came to see Alan Greenspan regularly for 3 months and skipped the White House Y2K celebration he was invited to work, just ask.  

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67290835Thu, 07 Aug 2025 20:44:43 +0000Angelina CarletonIn this thought-provoking episode, William Bissett joins to explore the deeper meaning of legacy beyond numbers, metrics or AI. With years of experience guiding high-net-worth individuals and business owners, William shares how true legacy planning...What You’ll Learn:

• How to shift from transactional financial planning to transformational legacy planning
• The biggest blind spots individuals face when thinking about their legacy
• Strategies to consider for each life stage in developing your legacy plan
• William’s personal reflections on designing his own legacy in what’s sensible
  
  

Join the Conversation:
Love what you heard? Share this episode with someone who’s ready to design a legacy that truly matters.

-

When William was at NC State, he had the opportunity to take a year and work in Washington DC. It was during this time that he read Alan Greenspan’s book, “Maestro” and decided to finish with an economics degree at university. The concept of economics was instantly interesting as it was digesting new data to create new projections – it was dynamic and always being refreshed. Through his CFP® studies and work with individual clients and business owners, he has learned that in some ways, economics and financial planning are very much alike. As financial planners, he works with precise and imprecise inputs to create a forecast for the future. It just so happens he does it with families and their businesses.    

After spending more than a decade with a fast- growing RIA in Columbia, Maryland with two great mentors, he left, and after a short stint with another firm, started Portus Wealth Advisors in 2019. In his time in Maryland, he served as the President and Chair of the Maryland chapter of the Financial Planning Association, worked on several national committees, and spoke at industry conferences. Yet upon moving to Charlotte, he knew he needed to connect with the local ecosystem. Since being there, he has spent most of his time in Charlotte working in the entrepreneurial community. This experience in mentoring young startups through RevTech Labs and LaunchLKN and being a member of the Charlotte Angel Fund have provided an awesome opportunity to both learn from great entrepreneurs AND give back. His professional passion for the next 10 years is attracting talented professionals to Portus to teach them how to deliver exceptional service and advice to current and future clients. 

He enjoys reading books about business and people. And if you want the full story of his life in Washington DC and how he came to see Alan Greenspan regularly for 3 months and skipped the White House Y2K celebration he was invited to work, just ask.  

-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up...]]>3780consciouswealth,designyourlegacy,estateplanning,familylegacy,financialadvisor,financialplanning,generationalwealth,holisticwealth,impactfulliving,legacyplanning,legacystrategy,livinglegacy,multi-generationalplanning,personallegacydesign,purpose-drivenwealth,successionplanning,values-basedlegacy,wealthandvalues,wealthmanagement,wealthwithwisdomfalsefullhttp://www.designurlegacy.com
In this podcast episode, Angelina Carleton speaks with Kevon Saber, a values-based entrepreneur and founder of Legacy Outcomes, an elite M&A firm helping sellers transition their companies in ways that maximize their exit as well as preserve their legacy for all involved.
 
From his days leading GoCheck Kids, a vision-screening platform for children, as children face a number of obstacles in fulfilling their potential, Kevon reveals why legacy can’t be measured in numbers alone. We explore how founders can architect outcomes, rather than react to offers — as great outcomes comes from great options. If you’re building a business worth passing on — or preparing for your next chapter — this episode is for you! We cover:

✔️ The emotional and strategic layers of selling a business
✔️ Why standard M&A firms miss what matters most
✔️ Real-life lessons from scaling and exiting eight-figure companies
✔️ Redefining success as legacy, not just liquidity

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Kevon Saber is a founding partner of Legacy Outcomes. After selling two companies, one to a Fortune 100 and one to private equity, Kevon realized that founders were being underserved by a system built for buyers. He launched Legacy Outcomes to change the game for entrepreneurs like himself. Today, he’s devoted to helping other founders protect and maximize their legacy when selling.

Before Legacy Outcomes, Kevon re-started GoCheck Kids as CEO to address vision impairment, the most common undiagnosed reason children struggle in school. Under his leadership, GoCheck became the vision screening platform of choice for 20,000 healthcare providers in all 50 states and grew its valuation by over 100x. The product won top honors at both HIMSS Connected Health and SXSW, with investors including InterWest Partners (~100 IPOs), Sovereign’s Capital, and Marc Benioff.

Kevon also co-founded GenPlay Games, a mobile games developer that generated over $70 million in sales, collaborating with top athletes like Maria Sharapova and Tracy McGrady, and classic brands like PAC-MAN, Galaga, and Qbert. His other venture, Fig.com, helped over 50,000 users build healthier habits.  Named to Silicon Valley’s 40 under 40, Kevon has been featured in Bloomberg Businessweek, Entrepreneur, Modern Health, Inc., Mashable, and LifeHacker, and has contributed to Forbes, Fast Company, and VentureBeat. He holds an MBA from Stanford University.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67210947Fri, 01 Aug 2025 02:07:36 +0000Angelina CarletonWhat if the sale of your business could be more than a transaction — what if it could be a transformation for your legacy planning? And how do you elevate human flourishing so as to protect the legacies of all involved?   In this podcast episode,...
In this podcast episode, Angelina Carleton speaks with Kevon Saber, a values-based entrepreneur and founder of Legacy Outcomes, an elite M&A firm helping sellers transition their companies in ways that maximize their exit as well as preserve their legacy for all involved.
 
From his days leading GoCheck Kids, a vision-screening platform for children, as children face a number of obstacles in fulfilling their potential, Kevon reveals why legacy can’t be measured in numbers alone. We explore how founders can architect outcomes, rather than react to offers — as great outcomes comes from great options. If you’re building a business worth passing on — or preparing for your next chapter — this episode is for you! We cover:

✔️ The emotional and strategic layers of selling a business
✔️ Why standard M&A firms miss what matters most
✔️ Real-life lessons from scaling and exiting eight-figure companies
✔️ Redefining success as legacy, not just liquidity

-

Kevon Saber is a founding partner of Legacy Outcomes. After selling two companies, one to a Fortune 100 and one to private equity, Kevon realized that founders were being underserved by a system built for buyers. He launched Legacy Outcomes to change the game for entrepreneurs like himself. Today, he’s devoted to helping other founders protect and maximize their legacy when selling.

Before Legacy Outcomes, Kevon re-started GoCheck Kids as CEO to address vision impairment, the most common undiagnosed reason children struggle in school. Under his leadership, GoCheck became the vision screening platform of choice for 20,000 healthcare providers in all 50 states and grew its valuation by over 100x. The product won top honors at both HIMSS Connected Health and SXSW, with investors including InterWest Partners (~100 IPOs), Sovereign’s Capital, and Marc Benioff.

Kevon also co-founded GenPlay Games, a mobile games developer that generated over $70 million in sales, collaborating with top athletes like Maria Sharapova and Tracy McGrady, and classic brands like PAC-MAN, Galaga, and Qbert. His other venture, Fig.com, helped over 50,000 users build healthier habits.  Named to Silicon Valley’s 40 under 40, Kevon has been featured in Bloomberg Businessweek, Entrepreneur, Modern Health, Inc., Mashable, and LifeHacker, and has contributed to Forbes, Fast Company, and VentureBeat. He holds an MBA from Stanford University.

-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. fullhttp://www.designurlegacy.com
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In this episode of Design Your Legacy, hostess Angelina Carleton welcomes Laura G. Patac—a global business leader, storyteller, and transformation guide whose career has spanned seven countries across five continents. With over 25 years of experience in multinational organizations as well as the European Union, Laura brings an emotionally intelligent lens to legacy-building.

Laura shares how her multifaceted identity, shaped by resilience, creativity, and independence, empowers her to connect across cultures and help others find meaning in their personal and professional journeys. From corporate boardrooms to intimate coaching sessions, her mission is clear: to inspire transformation, elevate emotional intelligence, and help people see the extraordinary value in their stories. In this episode, you’ll discover:

• How Laura’s global upbringing shaped her values and vision of legacy
• Why storytelling is a transformative tool for individuals as well as organizations
• Ways to harness emotional intelligence as a business and personal superpower
• Actionable insights for anyone ready to turn their life story into their legacy

Whether you’re a leader seeking more authenticity, or someone at a crossroads wondering what your life’s work truly means, Laura’s wisdom will help you connect to your legacy's strengths. 

-

Laura G. Patac is a former corporate executive turned entrepreneur who found in poetry a powerful medium for reflection and introspection She’s the author of Stories with Purpose, a journey into the depths of your personal narratives, exploring poetry as both a mystical art and a catalyst for personal growth.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67075464Tue, 22 Jul 2025 16:30:02 +0000Angelina Carleton🎧 Subscribe, rate, and share this episode if our content inspires you. Your legacy is waiting—let’s design it together: www.designurlegacy.com! - In this episode of Design Your Legacy, hostess Angelina Carleton welcomes Laura G. Patac—a global...
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In this episode of Design Your Legacy, hostess Angelina Carleton welcomes Laura G. Patac—a global business leader, storyteller, and transformation guide whose career has spanned seven countries across five continents. With over 25 years of experience in multinational organizations as well as the European Union, Laura brings an emotionally intelligent lens to legacy-building.

Laura shares how her multifaceted identity, shaped by resilience, creativity, and independence, empowers her to connect across cultures and help others find meaning in their personal and professional journeys. From corporate boardrooms to intimate coaching sessions, her mission is clear: to inspire transformation, elevate emotional intelligence, and help people see the extraordinary value in their stories. In this episode, you’ll discover:

• How Laura’s global upbringing shaped her values and vision of legacy
• Why storytelling is a transformative tool for individuals as well as organizations
• Ways to harness emotional intelligence as a business and personal superpower
• Actionable insights for anyone ready to turn their life story into their legacy

Whether you’re a leader seeking more authenticity, or someone at a crossroads wondering what your life’s work truly means, Laura’s wisdom will help you connect to your legacy's strengths. 

-

Laura G. Patac is a former corporate executive turned entrepreneur who found in poetry a powerful medium for reflection and introspection She’s the author of Stories with Purpose, a journey into the depths of your personal narratives, exploring poetry as both a mystical art and a catalyst for personal growth.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2349authenticliving,consciousleadership,courageandconfidence,creativeleadership,cross-culturalinsights,emotionalintelligence,empathyinbusiness,globalleadership,impactandinfluence,inspirationalstories,legacydesign,lifepurpose,navigatingchange,personalgrowth,personaltransformation,purpose-drivenlife,resilience,storytelling,transformationalconversations,womeninleadershipfalsefullhttp://www.designurlegacy.com
In this episode, Angelina Carleton speaks with Debra Erickson, founder of The Blind Kitchen about becoming blind woman as an adult, graduating from culinary school and creating her own cooking show in Oregon (USA)!  Debra speaks about useful tools such as ‘talking thermometers’ and ‘long wooden spoons’ in her company website’s library in sharing knowledge that stands the test of time. She also speaks about her legacy vision in answering ‘what if it is permissible to want to leave a legacy?’ Tune in to hear how most individuals who go blind rarely reach out to a support group, even if cooking food is where history and culture are shared!

Learn more about Debra and her legacy at https://theblindkitchen.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67050984Mon, 21 Jul 2025 02:07:30 +0000Angelina CarletonFood is the love language for many people. So, what do you do when you find yourself, or those you care about, going blind? How do you maintain your dignity as well as identity, if you lose a major part of yourself and are no longer able to make that...
In this episode, Angelina Carleton speaks with Debra Erickson, founder of The Blind Kitchen about becoming blind woman as an adult, graduating from culinary school and creating her own cooking show in Oregon (USA)!  Debra speaks about useful tools such as ‘talking thermometers’ and ‘long wooden spoons’ in her company website’s library in sharing knowledge that stands the test of time. She also speaks about her legacy vision in answering ‘what if it is permissible to want to leave a legacy?’ Tune in to hear how most individuals who go blind rarely reach out to a support group, even if cooking food is where history and culture are shared!

Learn more about Debra and her legacy at https://theblindkitchen.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3460accessiblecooking,adaptivekitchentools,blindcommunity,cookingwithvisionloss,debraerickson,designyourlegacy,disabilityawareness,disabilityentrepreneur,disabilityinclusion,empowerment,grillingwithvisionloss,inclusive,inclusiveinnovation,independentliving,kitchenaccessibility,legacyleadership,purposedrivenbusiness,socialimpactentrepreneur,theblindkitchen,visuallyimpairedfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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What are the emotional and psychological challenges faced by members of the "rising generation"—often overlooked in traditional legacy and wealth planning? What could be a new perspective on legacy building, centered not just on financial capital, but on the flourishing of human, intellectual, and social capital within a family? Whether you’re an inheritor, a parent, or a trusted advisor, can we challenge your assumptions about 'legacy' and provide a blueprint for nurturing a new generation of self-actualized, independent thinkers?

In this enlightening episode of Design Your Legacy, hostess Angelina Carleton sits down with legendary advisor James (Jay) Hughes Jr., Esq. to explore the essential themes of his groundbreaking book, The Voice of the Rising Generation. Known for his work with multi-generational families—including the Rockefellers—Mr. Hughes shares profound insights into how the 'rising generation' can move beyond expectation, silence, and obligation to discover purpose, voice, and true agency.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/67029882Fri, 18 Jul 2025 17:17:05 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - What are the emotional and psychological challenges faced by...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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What are the emotional and psychological challenges faced by members of the "rising generation"—often overlooked in traditional legacy and wealth planning? What could be a new perspective on legacy building, centered not just on financial capital, but on the flourishing of human, intellectual, and social capital within a family? Whether you’re an inheritor, a parent, or a trusted advisor, can we challenge your assumptions about 'legacy' and provide a blueprint for nurturing a new generation of self-actualized, independent thinkers?

In this enlightening episode of Design Your Legacy, hostess Angelina Carleton sits down with legendary advisor James (Jay) Hughes Jr., Esq. to explore the essential themes of his groundbreaking book, The Voice of the Rising Generation. Known for his work with multi-generational families—including the Rockefellers—Mr. Hughes shares profound insights into how the 'rising generation' can move beyond expectation, silence, and obligation to discover purpose, voice, and true agency.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4763consciousinheritance,empoweredheirs,familygovernance,familylegacy,familyoffice,generationalwealth,humancapital,inheritoreducation,inheritorempowerment,jayhughesjr,legacyplanning,multi-generationalfamilies,nextgenleadership,personalidentityandwealth,purpose-drivenwealth,risinggeneration,successionplanning,values-basedlegacy,voiceoftherisinggeneration,wealthstewardshipfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Daniel is educated in law and diplomacy with academic degrees from Yale, Georgetown, and American Universities. After attaining those degrees, he decided to chase a childhood passion flowing from rock collecting in his native Rocky Mountains. That love led him to earn a Graduate Gemologist credential from the Gemological Institute of America. He is passionate about gems and jewelry and believes in sharing joy with his clients. As an intrepid world traveler and polyglot, he has visited more than 100 countries and has yet to find a place that hasn’t offered a lesson worth learning. 

Learn more about Dan Boettcher, the Founder of The Intrepid Wendell at https://theintrepidwendell.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66990747Tue, 15 Jul 2025 23:05:58 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - Daniel is educated in law and diplomacy with academic...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Daniel is educated in law and diplomacy with academic degrees from Yale, Georgetown, and American Universities. After attaining those degrees, he decided to chase a childhood passion flowing from rock collecting in his native Rocky Mountains. That love led him to earn a Graduate Gemologist credential from the Gemological Institute of America. He is passionate about gems and jewelry and believes in sharing joy with his clients. As an intrepid world traveler and polyglot, he has visited more than 100 countries and has yet to find a place that hasn’t offered a lesson worth learning. 

Learn more about Dan Boettcher, the Founder of The Intrepid Wendell at https://theintrepidwendell.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4207artisticlegacy,bespokejewelry,boldcareerchange,consciousentrepreneurship,craftsmanship,cross-culturaldesign,danboettcher,designinglegacy,ethicalluxury,georgetownuniversity,heirlooms,inheritedwisdom,jewelrydesign,legacy,meaningfulwork,multigenerationalwealth,personalstorytelling,purposefulliving,theintrepidwendell,yalelawfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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People do not seem to value what makes them intrinsically unique. Yet celebrities and top influencers have teams to distill their best qualities for success. So what do you do if you wake up one morning and you find yourself as an entrepreneur who has gotten off track in who you really are, in your strengths, and how you can more easily express your vision? And what if your deficits could be turned into assets for your personal brand as well as your legacy, such as when Richard Branson became more unique to the public when he shared he had dyslexia in being relatable?  

In this episode, hostess Angelina Carleton speaks with J. Winslow about how your brand is more than colors on a website – it’s the soul of who you are, especially when you can shed an old iteration of yourself or a 15-year old version running the show, to find new verticals and create new relationships. So what is unforgettable about you and how does that tie into your legacy? They break down how becoming your best version of yourself is what makes you, your brand and your legacy ‘unforgettable’, especially when you are encouraged to lean into what makes you unique. You’ll learn how what’s different about you may have once been survival but today, it is your gold. Tune in to hear how you can build your meaningful and holistic legacy plan by simply being and discovering you!

Learn more about J. Winslow at https://unforgettablebrands.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66981653Tue, 15 Jul 2025 05:23:28 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - People do not seem to value what makes them intrinsically...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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People do not seem to value what makes them intrinsically unique. Yet celebrities and top influencers have teams to distill their best qualities for success. So what do you do if you wake up one morning and you find yourself as an entrepreneur who has gotten off track in who you really are, in your strengths, and how you can more easily express your vision? And what if your deficits could be turned into assets for your personal brand as well as your legacy, such as when Richard Branson became more unique to the public when he shared he had dyslexia in being relatable?  

In this episode, hostess Angelina Carleton speaks with J. Winslow about how your brand is more than colors on a website – it’s the soul of who you are, especially when you can shed an old iteration of yourself or a 15-year old version running the show, to find new verticals and create new relationships. So what is unforgettable about you and how does that tie into your legacy? They break down how becoming your best version of yourself is what makes you, your brand and your legacy ‘unforgettable’, especially when you are encouraged to lean into what makes you unique. You’ll learn how what’s different about you may have once been survival but today, it is your gold. Tune in to hear how you can build your meaningful and holistic legacy plan by simply being and discovering you!

Learn more about J. Winslow at https://unforgettablebrands.com.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3069authenticbranding,brandclarity,brandidentity,brandingcoach,brandlegacy,brandstrategy,consciousbusiness,creativeentrepreneurs,designyourlegacypodcast,emotionalbranding,entrepreneurmindset,founderjourney,legacydesign,personalbranding,purpose-drivenbusiness,soul-alignedbranding,storytellinginbusiness,values-basedbranding,visionaryleadership,womenentrepreneursfalsefullhttp://www.angelinacarleton.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Imagine getting in your own way, day after day, year after year. Especially after adversity to find yourself living a life of seclusion, going into hiding. Then, your own mother looks at you in horror, which further erodes your sense of self-worth. But what if your legacy isn’t about staying frozen, shrinking into a tiny comfort zone? How do you heal the narrative in your head, as this story then determines your legacy, no matter if others pass judgement after five (5) seconds of meeting you?  

In this episode, Angelina Carleton speaks with John Kippen, an award-winning documentary film maker, about how performing magic helped him rise above a facial deformity after brain tumor surgery at age 33.  In the context of his legacy, John speaks about how helping others through their rite of passage is now his North Star so others can prevail too no matter their ‘mountains to move’. Tune in to hear how you too can evolve when you get back up time and again, as well as how you too can design your legacy with the values of resilience, love and empowerment

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66935271Thu, 10 Jul 2025 23:29:56 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - Imagine getting in your own way, day after day, year after...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Imagine getting in your own way, day after day, year after year. Especially after adversity to find yourself living a life of seclusion, going into hiding. Then, your own mother looks at you in horror, which further erodes your sense of self-worth. But what if your legacy isn’t about staying frozen, shrinking into a tiny comfort zone? How do you heal the narrative in your head, as this story then determines your legacy, no matter if others pass judgement after five (5) seconds of meeting you?  

In this episode, Angelina Carleton speaks with John Kippen, an award-winning documentary film maker, about how performing magic helped him rise above a facial deformity after brain tumor surgery at age 33.  In the context of his legacy, John speaks about how helping others through their rite of passage is now his North Star so others can prevail too no matter their ‘mountains to move’. Tune in to hear how you too can evolve when you get back up time and again, as well as how you too can design your legacy with the values of resilience, love and empowerment

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>5302braintumorsurvivor,courage,creativityandtrauma,designyourlegacy,facialdisfigurement,identityandhealing,inspirationalstories,johnkippen,legacy,legacyplanning,magician,mentalhealth,overcomingadversity,personalgrowth,purpose-drivenlife,resilience,self-acceptance,storytelling,tedtalkspeaker,transformationfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Legacy planning is often boring, ineffective as well as too conventional. That’s why the ‘Rising Generation’ change advisors and why fissures can run deep in families, never receiving the guidance and coaching needed for healing. Most advisors adhere to a ‘paper road map’ because they aren’t sure yet how to lead their clients, as well as themselves, through a ‘Spiritual GPS’ process. From “creating win’s together” to learning the “essential skills” in how we can play together around common goals, the structure and principles matters. So how can you live a meaningful life and legacy starting today?  

In this episode, Angelina Carleton speaks with Richard Orlando, PhD to break down how both the ‘Leading Generation’ and the ‘Next Gen’ can operate – in looking after not just the assets, but what drives each family member in the room. You’ll learn how to design your legacy in practical ways, as virtues are caught vs. taught, as well as the hidden keys to artfully bring a shared legacy together. Listen in to discover the qualitative questions to ask yourself and how you can start to have your plan in place for you and your family’s legacy vision.  

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About Richard Orlando, Ph.D., Founder & Legacy Consultant of Legacy Capitals: For the past twenty-five years, Dr. Orlando has sat at boardroom tables and kitchen tables alike, advising high and ultra-high net worth client-families—many at the helm of a family enterprise—as well as training thousands of advisors to build upon financial advising to include the qualitative, multigenerational planning needs of their client-families.

Prior to founding Legacy Capitals, Dr. Orlando led Merrill Lynch’s Global Practice Management Consulting Group for fifteen years and served in Merrill’s Family Office. He has been referenced in numerous publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online, among others.

His interdisciplinary background includes computer science, business, and psychology. After earning a Bachelor of Science in computer science and business from St. John’s University, he pursued a career on Wall Street, earning his Series 7 and 63 licenses. Returning to school, he received a master’s degree in counseling/theology from Trinity International University, then a doctorate in family systems from Seton Hall University with a dissertation on wealth management family teams.

Dr. Orlando is an approved instructor for IMCA’s Certified Private Wealth Advisor Certification Program, holds a certificate in family wealth advising from the Family Firm Institute, and is certified as a professional coach from the International Coach Federation’s accredited program.

Additionally, he is the author of Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions and Love Your Clients: The Tale of the Whole Family Advisor®. Dr. Orlando sits on the board of directors for Urban Hope in Staten Island. 

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66854254Thu, 03 Jul 2025 21:13:28 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - Legacy planning is often boring, ineffective as well as too...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

-

Legacy planning is often boring, ineffective as well as too conventional. That’s why the ‘Rising Generation’ change advisors and why fissures can run deep in families, never receiving the guidance and coaching needed for healing. Most advisors adhere to a ‘paper road map’ because they aren’t sure yet how to lead their clients, as well as themselves, through a ‘Spiritual GPS’ process. From “creating win’s together” to learning the “essential skills” in how we can play together around common goals, the structure and principles matters. So how can you live a meaningful life and legacy starting today?  

In this episode, Angelina Carleton speaks with Richard Orlando, PhD to break down how both the ‘Leading Generation’ and the ‘Next Gen’ can operate – in looking after not just the assets, but what drives each family member in the room. You’ll learn how to design your legacy in practical ways, as virtues are caught vs. taught, as well as the hidden keys to artfully bring a shared legacy together. Listen in to discover the qualitative questions to ask yourself and how you can start to have your plan in place for you and your family’s legacy vision.  

-

About Richard Orlando, Ph.D., Founder & Legacy Consultant of Legacy Capitals: For the past twenty-five years, Dr. Orlando has sat at boardroom tables and kitchen tables alike, advising high and ultra-high net worth client-families—many at the helm of a family enterprise—as well as training thousands of advisors to build upon financial advising to include the qualitative, multigenerational planning needs of their client-families.

Prior to founding Legacy Capitals, Dr. Orlando led Merrill Lynch’s Global Practice Management Consulting Group for fifteen years and served in Merrill’s Family Office. He has been referenced in numerous publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online, among others.

His interdisciplinary background includes computer science, business, and psychology. After earning a Bachelor of Science in computer science and business from St. John’s University, he pursued a career on Wall Street, earning his Series 7 and 63 licenses. Returning to school, he received a master’s degree in counseling/theology from Trinity International University, then a doctorate in family systems from Seton Hall University with a dissertation on wealth management family teams.

Dr. Orlando is an approved instructor for IMCA’s Certified Private Wealth Advisor Certification Program, holds a certificate in family wealth advising from the Family Firm Institute, and is certified as a professional coach from the International Coach Federation’s accredited program.

Additionally, he is the author of Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions and Love Your Clients: The Tale of the Whole Family Advisor®. Dr. Orlando sits on the board of directors for Urban Hope in Staten Island. 

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts...]]>4025affluentfamilies,designyourlegacypodcast,emotionalintelligence,familygovernance,familyoffice,familywealth,financialliteracy,holisticwealth,inheritance,intergenerationalwealth,legacyleadership,legacyplanning,nextgeneration,purposefulliving,richardorlando,spiritualcapital,successionplanning,values-basedplanning,wealthmanagement,wealthpreservationfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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How can high-net-worth individuals and families move beyond traditional luxury travel to create meaningful journeys that ignite personal growth, deepen core values, and leave a lasting positive impact on the world? From connecting with global changemakers to aligning travel with purpose, how can adventure and altruism beautifully coexist? 

In this episode, hostess Angelina Carleton welcomes Chris Hill — founder of Impact Destinations — for a thought-provoking conversation on how curated, transformational travel experiences can become a powerful tool for legacy-building.Whether you're looking to pass down values to the next generation or redefine what your wealth can do, this episode offers a fresh and inspiring perspective on legacy planning through the lens of conscious exploration.

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Christopher has a B.Com and an LLB (Hons.), both of which he has applied throughout his professional life. Christopher began his career in London in 1996, in investment banking with BZW, after winning the BZW Graduate scholarship from their NZ office. Whilst on holiday in South Africa in 2002 Christopher helped build a house for a family and realized that travel can make a positive impact, which inspired him to create the award-winning social enterprises Hands Up Holidays, Hands Up Incentives, Hands Up School Trips, and Impact Destinations, serving High Net Worth and Ultra High Net Worth clients. This instilled a passion for client excellence and delight and resulted in Christopher securing industry-beating retention and referral rates.

Running a sustainability-focused and social good business for the last 16 years has endowed Christopher with a commercial mindset and an appreciation for the importance of having a ‘triple bottom line’ focus. Christopher also acted as de facto legal counsel for these businesses, so kept his legal knowledge up to date, as well as legal skills of negotiation and client problem-solving.

His B.Com in Finance and his years in Investment Banking has instilled in him a head for numbers – he has done extensive financial modelling for company valuations, takeover target assessments, and preparing companies for venture capital/private equity funding, trade sales and IPO’s. After 16 years in London, Christopher moved back to New Zealand in 2016 to bring up his two children. Since 2023, he combines being CEO of Hands Up Holidays, Hands Up School Trips, Impact Destinations, and L'Arche Mt Tabor, a charity providing community living for people with intellectual disabilities.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66776807Fri, 27 Jun 2025 19:09:42 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - How can high-net-worth individuals and families move beyond...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

-

How can high-net-worth individuals and families move beyond traditional luxury travel to create meaningful journeys that ignite personal growth, deepen core values, and leave a lasting positive impact on the world? From connecting with global changemakers to aligning travel with purpose, how can adventure and altruism beautifully coexist? 

In this episode, hostess Angelina Carleton welcomes Chris Hill — founder of Impact Destinations — for a thought-provoking conversation on how curated, transformational travel experiences can become a powerful tool for legacy-building.Whether you're looking to pass down values to the next generation or redefine what your wealth can do, this episode offers a fresh and inspiring perspective on legacy planning through the lens of conscious exploration.

-

Christopher has a B.Com and an LLB (Hons.), both of which he has applied throughout his professional life. Christopher began his career in London in 1996, in investment banking with BZW, after winning the BZW Graduate scholarship from their NZ office. Whilst on holiday in South Africa in 2002 Christopher helped build a house for a family and realized that travel can make a positive impact, which inspired him to create the award-winning social enterprises Hands Up Holidays, Hands Up Incentives, Hands Up School Trips, and Impact Destinations, serving High Net Worth and Ultra High Net Worth clients. This instilled a passion for client excellence and delight and resulted in Christopher securing industry-beating retention and referral rates.

Running a sustainability-focused and social good business for the last 16 years has endowed Christopher with a commercial mindset and an appreciation for the importance of having a ‘triple bottom line’ focus. Christopher also acted as de facto legal counsel for these businesses, so kept his legal knowledge up to date, as well as legal skills of negotiation and client problem-solving.

His B.Com in Finance and his years in Investment Banking has instilled in him a head for numbers – he has done extensive financial modelling for company valuations, takeover target assessments, and preparing companies for venture capital/private equity funding, trade sales and IPO’s. After 16 years in London, Christopher moved back to New Zealand in 2016 to bring up his two children. Since 2023, he combines being CEO of Hands Up Holidays, Hands Up School Trips, Impact Destinations, and L'Arche Mt Tabor, a charity providing community living for people with intellectual disabilities.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-3623chrishillimpactdestinations,consciousliving,conscioustravel,ethicaltravel,experientialtravel,familylegacy,impactfullegacy,impacttravel,legacyplanning,luxurywithpurpose,meaningfulexperiences,nextgenerationleadership,personaltransformation,purposedrivenlife,socialimpact,transformationaltravel,travelandlegacy,travelforgood,valuesbasedplanning,wealthwithimpactfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Imagine if the meanings you gave to your life’s events did not serve you nor your legacy. And yet, there is a book in you that touches upon deep human suffering, universal truths and universal themes, where the content is timelier than you realize. Even if your book could be banned like “Catcher In The Rye”, do you give into the sabotaging voices or doubt that tell you your story isn’t worth telling? And how much do you share about yourself and events so as to not ‘over share’?  

In this episode, Angelina Carleton speaks with Sara Stibitz about how writing a book is a ‘legacy play’ as well as how it will bring out the best in you as well as where you will crack. What is truth in the age of AI or social media? How do you ‘name’ your fears and help others understand your roadmap, especially when you can find yourself in the ‘messy middle’ - where you feel like you are in a rowboat and cannot see the beginning nor the end.  Tune in to hear how writing your ‘legacy stories’ is as about much of an emotional process as an intellectual one in uncovering parts unseen for the first time.

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Sara helps people tell their stories. As a writer and a creative coach, she helps clients use reflective writing techniques to gain clarity, find meaning in their stories, and turn their past into powerful narratives for the future. Her previous clients and their books have become New York Times and Wall Street Journal bestsellers and have won awards from Nautilus, Bloomsbury, Axiom, Reviewers Choice, Indie Excellence, and Independent Press. Their books have been translated into 30+ languages and are sold all over the world. Her new book, Writing on Purpose, distills all of the insight she has earned through the years and helps both first-time and seasoned authors write a meaningful book that will last.   

As a former criminal defense investigator, Sarah has trudged through crime scenes and testified on the stand on behalf of the public defender’s office. As a civil rights investigator, she helped investigate claims and negotiate settlements. Her family and her once moved to Bali, Indonesia, where they discovered that arm-length lizards are a normal part of living with a thatched roof. She taught yoga for five years to a small group of yogis. Sara once worked with an ex-billionaire-crack-dealer who, once he got out of prison, needed help building his speaking and writing business so he could help his community. During their work together, they donated hundreds of books to prisons around the United States.  Learn more about Sara at https://sarastibitz.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66739442Wed, 25 Jun 2025 15:00:40 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - Imagine if the meanings you gave to your life’s events did...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Imagine if the meanings you gave to your life’s events did not serve you nor your legacy. And yet, there is a book in you that touches upon deep human suffering, universal truths and universal themes, where the content is timelier than you realize. Even if your book could be banned like “Catcher In The Rye”, do you give into the sabotaging voices or doubt that tell you your story isn’t worth telling? And how much do you share about yourself and events so as to not ‘over share’?  

In this episode, Angelina Carleton speaks with Sara Stibitz about how writing a book is a ‘legacy play’ as well as how it will bring out the best in you as well as where you will crack. What is truth in the age of AI or social media? How do you ‘name’ your fears and help others understand your roadmap, especially when you can find yourself in the ‘messy middle’ - where you feel like you are in a rowboat and cannot see the beginning nor the end.  Tune in to hear how writing your ‘legacy stories’ is as about much of an emotional process as an intellectual one in uncovering parts unseen for the first time.

-

Sara helps people tell their stories. As a writer and a creative coach, she helps clients use reflective writing techniques to gain clarity, find meaning in their stories, and turn their past into powerful narratives for the future. Her previous clients and their books have become New York Times and Wall Street Journal bestsellers and have won awards from Nautilus, Bloomsbury, Axiom, Reviewers Choice, Indie Excellence, and Independent Press. Their books have been translated into 30+ languages and are sold all over the world. Her new book, Writing on Purpose, distills all of the insight she has earned through the years and helps both first-time and seasoned authors write a meaningful book that will last.   

As a former criminal defense investigator, Sarah has trudged through crime scenes and testified on the stand on behalf of the public defender’s office. As a civil rights investigator, she helped investigate claims and negotiate settlements. Her family and her once moved to Bali, Indonesia, where they discovered that arm-length lizards are a normal part of living with a thatched roof. She taught yoga for five years to a small group of yogis. Sara once worked with an ex-billionaire-crack-dealer who, once he got out of prison, needed help building his speaking and writing business so he could help his community. During their work together, they donated hundreds of books to prisons around the United States.  Learn more about Sara at https://sarastibitz.com.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your...]]>3637truefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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We are told things shouldn’t be hard, including the designing of our legacy. That it should be easier. But courage isn’t the absence of fear. And if it’s hard, that can also mean you are growing and things are working. Hard doesn’t have to be scary and with some things, there is no hack ... so we don’t get soft or entitled. When we are willing to do the hard, great things happen … especially when it comes to the planning of your legacy as consistency beats intensity.

In this episode, Angelina Carleton speaks with Amy Chambers about how she declined a CEO role after 20 years in financial services in LA, California (USA) to pursue her legacy passions beyond the prestige and monetary bonuses, so her heart wouldn’t fall flat. She shares insights into what works for legacy minded leaders such as ‘extending the space between stimulus and response’ so new choices can emerge - as this is the zone that offers us more power when we slow down. Especially when it comes to the inspiration for the design of your legacy.

Learn more about Amy at https://amymchambers.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66709411Mon, 23 Jun 2025 16:55:07 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - We are told things shouldn’t be hard, including the...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

-

We are told things shouldn’t be hard, including the designing of our legacy. That it should be easier. But courage isn’t the absence of fear. And if it’s hard, that can also mean you are growing and things are working. Hard doesn’t have to be scary and with some things, there is no hack ... so we don’t get soft or entitled. When we are willing to do the hard, great things happen … especially when it comes to the planning of your legacy as consistency beats intensity.

In this episode, Angelina Carleton speaks with Amy Chambers about how she declined a CEO role after 20 years in financial services in LA, California (USA) to pursue her legacy passions beyond the prestige and monetary bonuses, so her heart wouldn’t fall flat. She shares insights into what works for legacy minded leaders such as ‘extending the space between stimulus and response’ so new choices can emerge - as this is the zone that offers us more power when we slow down. Especially when it comes to the inspiration for the design of your legacy.

Learn more about Amy at https://amymchambers.com.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3636amychambers,businesscoaching,designyourlegacypodcast,emotionalintelligence,executivecoaching,highperformancehabits,intentionalliving,leadershipdevelopment,legacyleadership,lifefulfillment,mindsetmastery,personaldevelopment,personalgrowth,selfmastery,successhabits,transformationalcoaching,visionarylegacy,womeninbusiness,womeninleadership,womeninlegacyfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Foster care. Not belonging. No one to call Mom. Foster Dad shot Foster Mom. Alcoholic foster father whose wife out-earned him. Hid from father due to fear, fear that could be cut like a knife. No sense of identity. Need to be liked. College drinking that turned to 20 years of addiction. Cutting when his world was a ‘façade’. Inability to say ‘no’. Fear of dying alone. Homelessness. Burglary. Armed robbery. Kidnapping. Prostitution. Prison. Situational ethics.

In this episode, Angelina Carleton speaks with Dartsmouth graduate Ken Miller about forgiveness and living 21 years clean now. He share his story to “take away the power of the secret” so his honesty can set others free from their addiction of 'leaving this reality in all its different forms'. He speaks about how he knows how it feels to feel dirty, where there is not a shower long enough though he is free from shame today. Tune in to hear how love is not logical, the myths around healing and how Ken became ‘spiritually balanced’ in ‘being well’ for the design of his legacy.

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Kenneth Miller, CFRE is the president and lead consultant for Denali FSP Fundraising & Grant Consultants, a fundraising and grant consulting firm located in Bellingham, WA. Raised in Anchorage, Alaska, Ken graduated from Bartlett HS in 1980, he then attended and graduated from Dartmouth College in 1984. Ken was awarded his Certified Fund-Raising Executive (CFRE) designation in 2016 and received his AFP Certified Master Trainer (CMT) certificate in 2017. In 2020, he was awarded the Outstanding Professional in Philanthropy by the AFP Alaska Chapter. Ken is a past member of the of the Association of Fundraising Professionals Global (AFP) board of directors, the African American Development Officers (AADO) board of directors, and the Men of Color in Development (MOCID) advisory board. He is also a member of both the America Grant Writers’ Association and Grant Professionals Association.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card


Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66676622Sat, 21 Jun 2025 16:52:45 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - Foster care. Not belonging. No one to call Mom. Foster Dad...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Foster care. Not belonging. No one to call Mom. Foster Dad shot Foster Mom. Alcoholic foster father whose wife out-earned him. Hid from father due to fear, fear that could be cut like a knife. No sense of identity. Need to be liked. College drinking that turned to 20 years of addiction. Cutting when his world was a ‘façade’. Inability to say ‘no’. Fear of dying alone. Homelessness. Burglary. Armed robbery. Kidnapping. Prostitution. Prison. Situational ethics.

In this episode, Angelina Carleton speaks with Dartsmouth graduate Ken Miller about forgiveness and living 21 years clean now. He share his story to “take away the power of the secret” so his honesty can set others free from their addiction of 'leaving this reality in all its different forms'. He speaks about how he knows how it feels to feel dirty, where there is not a shower long enough though he is free from shame today. Tune in to hear how love is not logical, the myths around healing and how Ken became ‘spiritually balanced’ in ‘being well’ for the design of his legacy.

-

Kenneth Miller, CFRE is the president and lead consultant for Denali FSP Fundraising & Grant Consultants, a fundraising and grant consulting firm located in Bellingham, WA. Raised in Anchorage, Alaska, Ken graduated from Bartlett HS in 1980, he then attended and graduated from Dartmouth College in 1984. Ken was awarded his Certified Fund-Raising Executive (CFRE) designation in 2016 and received his AFP Certified Master Trainer (CMT) certificate in 2017. In 2020, he was awarded the Outstanding Professional in Philanthropy by the AFP Alaska Chapter. Ken is a past member of the of the Association of Fundraising Professionals Global (AFP) board of directors, the African American Development Officers (AADO) board of directors, and the Men of Color in Development (MOCID) advisory board. He is also a member of both the America Grant Writers’ Association and Grant Professionals Association.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card


Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>6532becomingken,empowerment,fromprisontopurpose,healingjourney,homelesstohopeful,identityandlegacy,inspirationalstories,kenmiller,legacy,legacyleadership,legacyplan,legacyplanning,lifeafteraddiction,mentalresilience,overcomingadversity,personalgrowth,redemption,reinvention,secondchances,transformationfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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What inspires someone to design a 100-year legacy plan, or even a 1,000 year plan, especially when the word ‘legacy’ can be overwhelming? And when 80% of the world is only caring about the money, in being ‘money driven’, are you ready for ‘what is waiting for you when you arrive to wealth’? Yet there’s a deeper conversation to be had regarding ‘what is the value you and I can bring to the world?’ And what kind of skills, experience and knowledge is needed to understand and execute your legacy vision so it doesn’t get crushed from the pressure – whether that’s long term impact projects or just entropy? 

In this episode, Angelina Carleton speaks with Jan Petke of C100 Global who raises new questions about the status quo in 2025 when it comes to family cohesion and having your family become a ‘learning organization’. They unpack how it’s crucial to build the foundation now in 'backwards planning' and visualization for the rules, roles and responsibilities as well as how to structure ‘your door’ re: access as a family of affinity and a tribe of significance. You’ll learn how to stay relevant, the top five challenges that come with wealth no one prepares you for and how to create peer groups. Tune in to transform the pressure at your door from complexity to simplicity!

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Jan Petke is founder and managing partner of C100Global, a UNHWI CentiMillionaire Peer Advisory Board. He helps wealth creators and their families in navigating the challenges of wealth. Part of C100Global is also a family office group, which is focused on the evolution and professionalization on family offices globally. Also the Rising Leader Group is focused on creating and supporting stewards of wealth. C100Global is mainly addressing the Gen1 and Gen2 as Ecosystem and Peer Advisory Board. Jan began his career as partner in strategic advisory at a McKinsey spin-off. He has mainly advised C-Level executives on strategic and organizational issues. He has also helped private equity managers, family offices and family business to solve strategic problems and innovate. Learn more at https://c100global.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66629415Thu, 19 Jun 2025 15:04:49 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - What inspires someone to design a 100-year legacy plan, or...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

-

What inspires someone to design a 100-year legacy plan, or even a 1,000 year plan, especially when the word ‘legacy’ can be overwhelming? And when 80% of the world is only caring about the money, in being ‘money driven’, are you ready for ‘what is waiting for you when you arrive to wealth’? Yet there’s a deeper conversation to be had regarding ‘what is the value you and I can bring to the world?’ And what kind of skills, experience and knowledge is needed to understand and execute your legacy vision so it doesn’t get crushed from the pressure – whether that’s long term impact projects or just entropy? 

In this episode, Angelina Carleton speaks with Jan Petke of C100 Global who raises new questions about the status quo in 2025 when it comes to family cohesion and having your family become a ‘learning organization’. They unpack how it’s crucial to build the foundation now in 'backwards planning' and visualization for the rules, roles and responsibilities as well as how to structure ‘your door’ re: access as a family of affinity and a tribe of significance. You’ll learn how to stay relevant, the top five challenges that come with wealth no one prepares you for and how to create peer groups. Tune in to transform the pressure at your door from complexity to simplicity!

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Jan Petke is founder and managing partner of C100Global, a UNHWI CentiMillionaire Peer Advisory Board. He helps wealth creators and their families in navigating the challenges of wealth. Part of C100Global is also a family office group, which is focused on the evolution and professionalization on family offices globally. Also the Rising Leader Group is focused on creating and supporting stewards of wealth. C100Global is mainly addressing the Gen1 and Gen2 as Ecosystem and Peer Advisory Board. Jan began his career as partner in strategic advisory at a McKinsey spin-off. He has mainly advised C-Level executives on strategic and organizational issues. He has also helped private equity managers, family offices and family business to solve strategic problems and innovate. Learn more at https://c100global.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>5488affluentfamilies,c100global,consciousleadership,designyourlegacy,familywealthplanning,generationallegacy,humanconnection,identityandbelonging,intentionalliving,janpetke,legacyconversations,legacydesign,legacypodcast,nextgenleadership,socialarchitecture,thoughtleadership,tribebuilding,valuesbasedlegacy,wealthandpurpose,wealthbeyondmoneyfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Your subconscious programming is running all the time. And it determines 90% of your decisions, behaviors and emotions. Even more, there can be limiting beliefs lodged in your subconscious mind that not only stays in your brain all the time, but it doesn’t serve your highest and best good. And how you create your ‘present’ then shapes your future. So if your subconscious is counterproductive, how can you speak its language to get control?  

In this episode, Angelina Carleton speaks with Dr. Alain Salas about how you can resolve the past so you can live in the ‘now’. When you are able to visualize your future legacy and align your head, heart and behavior, another level of knowledge opens up anywhere anytime. They dig into trauma, generational wounds as well as ‘arrested development’. You’ll learn how people who are unhappy like to be victims and the power of healing to repel predators when it comes to epi-genetics. Listen in to learn what will make your legacy successful and how to avoid living on autopilot. Learn more about Dr. Alain Salas at https://themindclearing.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66591272Tue, 17 Jun 2025 14:08:09 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  -   Your subconscious programming is running all the time. And...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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Your subconscious programming is running all the time. And it determines 90% of your decisions, behaviors and emotions. Even more, there can be limiting beliefs lodged in your subconscious mind that not only stays in your brain all the time, but it doesn’t serve your highest and best good. And how you create your ‘present’ then shapes your future. So if your subconscious is counterproductive, how can you speak its language to get control?  

In this episode, Angelina Carleton speaks with Dr. Alain Salas about how you can resolve the past so you can live in the ‘now’. When you are able to visualize your future legacy and align your head, heart and behavior, another level of knowledge opens up anywhere anytime. They dig into trauma, generational wounds as well as ‘arrested development’. You’ll learn how people who are unhappy like to be victims and the power of healing to repel predators when it comes to epi-genetics. Listen in to learn what will make your legacy successful and how to avoid living on autopilot. Learn more about Dr. Alain Salas at https://themindclearing.com.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3733alainsalas,claritycoaching,consciousleadership,consciousliving,emotionalclarity,healingthepast,highperformance,holisticlegacy,identityandego,innerwork,legacy,legacydesign,legacyplanning,lifepurpose,mentalclarity,mindclearingmethod,mindsetshift,personaltransformation,selfawareness,selfmasteryfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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How can gentlemen live an authentic, powerful, and successful life as the model for their fulfilling legacy? Guest Owen Marcus returns for a second conversation on the 'Design Your Legacy' podcast.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66559454Sat, 14 Jun 2025 17:10:53 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - How can gentlemen live an authentic, powerful, and...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

-

How can gentlemen live an authentic, powerful, and successful life as the model for their fulfilling legacy? Guest Owen Marcus returns for a second conversation on the 'Design Your Legacy' podcast.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4043falsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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What if the handbag you carried made a difference? In today's world of high end Hermes, Gucci and other iconic brands, carrying a luxury handbag—especially one crafted with purpose, like a J. Christophe—is not just about style.  It's about starting new conversations, specifically related to 'ending human trafficking' - it's more than embodying a higher standard, social worth, and influence.  It's about raising awareness for the 50+ million victims trafficked each year. 

In this episode of the "Design Your Legacy" podcast, I sit down with Jared Lilje, the founder and creative force behind luxury brand 'J. Christophe' to explore how the luxury industry can make a positive difference in what it is we chose to stand for. This isn’t fast fashion. It’s luxury for women who want to give back in their own legacies in how they shape culture and society through what they support.

Shop now at https://store.jchristoph.com/products-list.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66501135Wed, 11 Jun 2025 01:07:57 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - What if the handbag you carried made a difference? In...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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What if the handbag you carried made a difference? In today's world of high end Hermes, Gucci and other iconic brands, carrying a luxury handbag—especially one crafted with purpose, like a J. Christophe—is not just about style.  It's about starting new conversations, specifically related to 'ending human trafficking' - it's more than embodying a higher standard, social worth, and influence.  It's about raising awareness for the 50+ million victims trafficked each year. 

In this episode of the "Design Your Legacy" podcast, I sit down with Jared Lilje, the founder and creative force behind luxury brand 'J. Christophe' to explore how the luxury industry can make a positive difference in what it is we chose to stand for. This isn’t fast fashion. It’s luxury for women who want to give back in their own legacies in how they shape culture and society through what they support.

Shop now at https://store.jchristoph.com/products-list.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3129falsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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How do you rebuild as a widow, after age 50, when you have been out of the workforce over a decade and there are two teenagers at home? What if there are funds for other sectors of society, but “the widows” are left in quiet loss having to figure it out on their own so they don’t become impoverished in 3-5 years?  What if a woman still wants to plan her legacy, even if her husband is no longer around? How does she find her sea legs again?  

In this episode, hostess Angelina Carleton speaks with Michelle Hensley, a former pastor’s wife in Orange County, California (USA) to unpack how she leveraged her 3:30am prayer time for ideas when she was left alone, unable to relate to married couples and having to find a new way forward.  They contrast her success today to the many emotional as well as financial challenges as stepping stones. Tune in to hear how determination allowed for her $300,000+ plus luxury gift wrapping business that serves clients such as Versace, KKW (Kim Kardashian, Coach, Justin and Hailey Bieber as well as The White House. Transform your losses into win’s and design your legacy by picking up those pieces and discovering all types of resources!

Learn more about Michelle at https://www.michellemhensley.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66419656Fri, 06 Jun 2025 13:20:22 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values?  - How do you rebuild as a widow, after age 50, when you have...www.designurlegacy.com! Are you ready to shape your legacy based on your values? 

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How do you rebuild as a widow, after age 50, when you have been out of the workforce over a decade and there are two teenagers at home? What if there are funds for other sectors of society, but “the widows” are left in quiet loss having to figure it out on their own so they don’t become impoverished in 3-5 years?  What if a woman still wants to plan her legacy, even if her husband is no longer around? How does she find her sea legs again?  

In this episode, hostess Angelina Carleton speaks with Michelle Hensley, a former pastor’s wife in Orange County, California (USA) to unpack how she leveraged her 3:30am prayer time for ideas when she was left alone, unable to relate to married couples and having to find a new way forward.  They contrast her success today to the many emotional as well as financial challenges as stepping stones. Tune in to hear how determination allowed for her $300,000+ plus luxury gift wrapping business that serves clients such as Versace, KKW (Kim Kardashian, Coach, Justin and Hailey Bieber as well as The White House. Transform your losses into win’s and design your legacy by picking up those pieces and discovering all types of resources!

Learn more about Michelle at https://www.michellemhensley.com.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4035businesssuccess,celebrityclients,designyourlegacy,entrepreneurship,femalefounder,grieftogrowth,highendgiftbaskets,inspirationalstories,justinbieber,kimkardashian,legacy,luxurybusiness,luxurygifting,michellehensley,mindsetshift,personaldevelopment,resilience,wealthandlegacy,widowempowerment,womeninbusinessfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values?

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Women, especially those of color, are underrepresented in executive roles, boardrooms, and high-influence spaces. When they do rise, they may feel added scrutiny as well as an expectation they are supposed to be self-sacrificing. From having their professionalism or intelligence questioned to having to prove themselves 10 times over, women regularly navigate mischaracterizations that can diminish their voices and contributions. Minority women also face the compounded impact of conscious and unconscious biases—creating multiple challenges around confidence due to isolation, systemic pay gaps or reduced access to capital for generational wealth.

In this episode. Angelina Carleton speaks with millennial Stacie Selise about how empowering others is the vision of her legacy and how it can also become a part of your legacy envisioning. You’ll learn how Stacie became a real estate investor of two rental properties to a franchise owner of two businesses to shift her life from survival to thriving, from invisibility to 'leaning in'. From serving as a Vice President of Verizon to leading teams with stakeholders on the line demanding answers, listen in to hear how Stacie can assist you with designing your legacy for the next 10-15 years no matter your starting point today.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66398518Wed, 04 Jun 2025 17:52:05 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values? - Women, especially those of color, are underrepresented in...www.designurlegacy.com! Are you ready to shape your legacy based on your values?

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Women, especially those of color, are underrepresented in executive roles, boardrooms, and high-influence spaces. When they do rise, they may feel added scrutiny as well as an expectation they are supposed to be self-sacrificing. From having their professionalism or intelligence questioned to having to prove themselves 10 times over, women regularly navigate mischaracterizations that can diminish their voices and contributions. Minority women also face the compounded impact of conscious and unconscious biases—creating multiple challenges around confidence due to isolation, systemic pay gaps or reduced access to capital for generational wealth.

In this episode. Angelina Carleton speaks with millennial Stacie Selise about how empowering others is the vision of her legacy and how it can also become a part of your legacy envisioning. You’ll learn how Stacie became a real estate investor of two rental properties to a franchise owner of two businesses to shift her life from survival to thriving, from invisibility to 'leaning in'. From serving as a Vice President of Verizon to leading teams with stakeholders on the line demanding answers, listen in to hear how Stacie can assist you with designing your legacy for the next 10-15 years no matter your starting point today.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2640blackwomenleaders,coachingforexecutives,designyourlegacy,empowerment,executiveleadership,highperformance,innerwork,leadershipdevelopment,leadershipstrategy,legacy,legacybuilding,legacyplanning,mindsetcoaching,personalgrowth,personallegacy,purposedrivenlife,reslientleadership,selfmastery,womenempowerment,womeninleadershipfalsefullhttp://www.designurlegacy.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values?

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Imagine the emotions if you built your legacy around something that isn’t your own. That’s what happens when you ignore the much-needed tool of personal development. Then, add to that stress when your persona gets attacked by others, scrutinized for your every move.  When pride and shame take over and can’t get cleared, you can take it all personally in getting humbled to the point where you can start to despise parts of our identity.  Not only could you lose our inner inspiration and drive, you could end up losing what could make you relatable, human and happy. So how do you clear the guilt and grief to return to neutrality and inner equilibrium?

In this episode, hostess Angelina Carleton speaks with guest Carly Pepin to unpack the language we default to when speaking about our legacy vision, our desires as well as how we are meant to serve with our contributions – so that your legacy can stand the test of time. They analyze how sacrificing, or compromising, your authentic values is soul suicide and how you can start developing all parts of yourself today – so the noise from the arena doesn’t win. Listen in and learn how to come to peace so that even if you weren’t the one that created the wealth, you can manage it and your legacy vision with the final result of fulfillment.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66356931Sun, 01 Jun 2025 15:52:29 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=b45855-1-1748793288214! Are you ready to shape your legacy based on your values? - Imagine the emotions if you built your legacy around something...www.designurlegacy.com! Are you ready to shape your legacy based on your values?

-

Imagine the emotions if you built your legacy around something that isn’t your own. That’s what happens when you ignore the much-needed tool of personal development. Then, add to that stress when your persona gets attacked by others, scrutinized for your every move.  When pride and shame take over and can’t get cleared, you can take it all personally in getting humbled to the point where you can start to despise parts of our identity.  Not only could you lose our inner inspiration and drive, you could end up losing what could make you relatable, human and happy. So how do you clear the guilt and grief to return to neutrality and inner equilibrium?

In this episode, hostess Angelina Carleton speaks with guest Carly Pepin to unpack the language we default to when speaking about our legacy vision, our desires as well as how we are meant to serve with our contributions – so that your legacy can stand the test of time. They analyze how sacrificing, or compromising, your authentic values is soul suicide and how you can start developing all parts of yourself today – so the noise from the arena doesn’t win. Listen in and learn how to come to peace so that even if you weren’t the one that created the wealth, you can manage it and your legacy vision with the final result of fulfillment.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3104carlypepin,conscioussuccess,designurlegacy,designyourlegacy,emotionalcapital,emotionalgovernance,emotionalinheritance,emotionalintelligence,highachievermindset,innerfreedom,legacy,legacydesign,legacyleadership,legacyplanning,liveyourlegacy,personallegacyfalsefullhttp://www.angelinacarleton.com/legacytipswww.designurlegacy.com! Are you ready to shape your legacy based on your values?

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When a founder becomes the center of everything, legacy can turn into idolatry. In this bold and soul-stirring episode, we confront the hidden power dynamics in wealthy families and founder-led businesses—where ego, control, and unchallenged influence can quietly sabotage succession and connection, as well as your legacy!

In this episode, hostess Angelina Carleton speaks with Chris Koenemann, a former Catholic monk and priest turned family advisor, to explore what happens when leadership crosses into worship—and how the power of grace can redeem even the most personality-driven legacies and any and all other collateral damage. If you’ve ever wondered how spiritual wisdom meets family enterprise, this conversation will challenge and inspire you to reimagine legacy from the inside out. Tune in and then, learn more about Chris at https://www.chriskoenemann.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66339413Fri, 30 May 2025 13:19:32 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=f1545f-1-1748611045826! Are you ready to shape your legacy based on your values? - When a founder becomes the center of everything, legacy can...www.designurlegacy.com! Are you ready to shape your legacy based on your values?

-

When a founder becomes the center of everything, legacy can turn into idolatry. In this bold and soul-stirring episode, we confront the hidden power dynamics in wealthy families and founder-led businesses—where ego, control, and unchallenged influence can quietly sabotage succession and connection, as well as your legacy!

In this episode, hostess Angelina Carleton speaks with Chris Koenemann, a former Catholic monk and priest turned family advisor, to explore what happens when leadership crosses into worship—and how the power of grace can redeem even the most personality-driven legacies and any and all other collateral damage. If you’ve ever wondered how spiritual wisdom meets family enterprise, this conversation will challenge and inspire you to reimagine legacy from the inside out. Tune in and then, learn more about Chris at https://www.chriskoenemann.com.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4181catholicwisdom,consciousleadership,designyourlegacy,egoandpower,emotionalintelligence,familybusiness,familydynamics,founders,generationalwealth,graceandleadership,highnetworthfamilies,leadershipdevelopment,legacy,legacyplanning,nextgeneration,spiritualleadership,succession,successionplanning,valuesbasedleadership,wealthmanagementfalsefullhttp://www.designurlegacy.com
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Most people do not have an actionable roadmap when it comes to their legacy. Then, you add life’s challenges to that: an inability to trust yourself fully, putting prosperity before peace, being ‘wishy washy’ compared to certain of your truths. Too often it’s also hard to find happiness when there’s a loss of confidence, you’re taken advantage of in business or when risk overwhelms you. So how do you shift from confusion, fear or greed to finally design your life’s legacy so you can be filled with joy and peace?

In this episode, Angelina Carleton speaks with Ash Shukla about how he mastered the connection between the seven chakras, energy into matter as well as the fulfillment of his goals led by peace first. Whether he was managing $300M or winning a US Congressional award for helping business owners, he offers his 3 rituals that allow for your frequency to match your goals so you can both break through to your dreams as well as have the staying power year after year. Listen in and learn how to develop your easy rules for success and direct your subconscious so your legacy plan becomes your actionable roadmap.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2102582799Mon, 26 May 2025 16:23:29 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? - Most people do not have an actionable roadmap when it comes to their legacy. Then, you add life’s challenges to that: an...
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Most people do not have an actionable roadmap when it comes to their legacy. Then, you add life’s challenges to that: an inability to trust yourself fully, putting prosperity before peace, being ‘wishy washy’ compared to certain of your truths. Too often it’s also hard to find happiness when there’s a loss of confidence, you’re taken advantage of in business or when risk overwhelms you. So how do you shift from confusion, fear or greed to finally design your life’s legacy so you can be filled with joy and peace?

In this episode, Angelina Carleton speaks with Ash Shukla about how he mastered the connection between the seven chakras, energy into matter as well as the fulfillment of his goals led by peace first. Whether he was managing $300M or winning a US Congressional award for helping business owners, he offers his 3 rituals that allow for your frequency to match your goals so you can both break through to your dreams as well as have the staying power year after year. Listen in and learn how to develop your easy rules for success and direct your subconscious so your legacy plan becomes your actionable roadmap.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4478abundancemindset,affluententrepreneur,ashshukla,businessstrategy,consciouscapitalism,designyourlegacy,executivecoaching,financialchakras,financialplanning,highnetworth,holisticwealth,legacy,legacyplanning,mindfulmoney,personaldevelopment,purposedrivenlife,selfmastery,spiritualfinance,valuesbasedleadership,wealthlegacyfalsefullhttps://www.angelinacarleton.comwww.designurlegacy.com! Are you ready to shape your legacy based on your values?

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Millions of people around the world will receive a meteor, known as an inheritance or the invitation to succession. But will these recipients be ready to receive what’s coming? And will it be a transfer or a gift? Money is difficult because no nice person will speak of it … so how do we decide to make the journey together in the art of governance and joint decision making? And how do our decisions intentionally enhance the lives of others … as well as our and their legacies? When consciousness isn’t present, mother nature wins.

In this episode, hostess Angelina Carleton speaks with James (Jay) Hughes Jr., Esq. about social compacts, the liberation of energy in the entropy that catches many families off guard (in the laws of physics) as well as the role of the second generation. They explore the metaphor of vortexes and black holes in the context of enabling families to flourish by their view of themselves as more than their financial capital. You’ll hear about the distinctions between the power to love compared to the power over love, in the choices we have to enhance other’s lives. Tune in to understand how important it is to consider the nature and condition of the ‘human being’ before there’s an eternal gift as well as the two important questions for your trust indenture!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>https://api.spreaker.com/episode/66255416Sat, 24 May 2025 18:42:05 +0000Angelina CarletonDesign your legacy with confidence at https://gate.sc?url=http%3A%2F%2Fwww.designurlegacy.com&token=e58051-1-1748112015803! Are you ready to shape your legacy based on your values? - Millions of people around the world will receive a meteor,...www.designurlegacy.com! Are you ready to shape your legacy based on your values?

-

Millions of people around the world will receive a meteor, known as an inheritance or the invitation to succession. But will these recipients be ready to receive what’s coming? And will it be a transfer or a gift? Money is difficult because no nice person will speak of it … so how do we decide to make the journey together in the art of governance and joint decision making? And how do our decisions intentionally enhance the lives of others … as well as our and their legacies? When consciousness isn’t present, mother nature wins.

In this episode, hostess Angelina Carleton speaks with James (Jay) Hughes Jr., Esq. about social compacts, the liberation of energy in the entropy that catches many families off guard (in the laws of physics) as well as the role of the second generation. They explore the metaphor of vortexes and black holes in the context of enabling families to flourish by their view of themselves as more than their financial capital. You’ll hear about the distinctions between the power to love compared to the power over love, in the choices we have to enhance other’s lives. Tune in to understand how important it is to consider the nature and condition of the ‘human being’ before there’s an eternal gift as well as the two important questions for your trust indenture!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4965affluentfamilies,consciouscapital,designyourlegacy,estateplanning,familycontinuity,familygovernance,familyoffice,generationalwealth,humancapital,inheritoreducation,intellectualcapital,jayhughesjr,legacymindset,legacyplanning,multigenerationalfamilies,purposefulwealth,socialcapital,valuesbasedplanning,wealthpreservation,wealthstewardshipfalsefullhttps://www.designurlegacy.com
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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital


Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2098634169Mon, 19 May 2025 18:36:21 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? - At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their...
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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital


Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3165bookkeeping,businesssuccess,designyourlegacy,emotionalintelligence,entrepreneurship,familygovernance,financialfreedom,franchise,franchiseowner,immigrantentrepreneur,legacy,legacybuilding,legacyplanning,lifelessons,maxemma,mindsetshift,personalgrowth,purposedriven,resilience,smallbusinessfalsefullhttps://www.angelinacarleton.com
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There’s profit-first leadership at the expense of long-term impact - think stakeholder well-being and sustainability as an afterthought. Then there’s ethical blind spots in “business as usual” and lack of innovation that leads to reputational risks and moral missteps. To make business more complex today, there’s fragmented leadership in times of crisis as well as change. Whether it’s public or private family businesses, founders and entrepreneurs may not know the integrated solutions to address both the external and internal.

In this episode, hostess Angelina Carleton speaks with Charley Johnson, Chief Consciousness Officer to explore how conscious business practices are shaping a new era of legacy. Drawing inspiration from Patagonia, IBM, and Chanel—who have each embedded values-driven leadership into their practices—we unpack why forward-thinking executives are collaborating with and retaining a Chief Consciousness Officer in 2025. Conscious leadership isn’t just idealistic—it’s strategic. It builds resilient cultures, inspires engagement, and uplifts communities, all while driving measurable impact.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2096620350Thu, 15 May 2025 22:38:57 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? - There’s profit-first leadership at the expense of long-term impact - think stakeholder well-being and sustainability as an...
-

There’s profit-first leadership at the expense of long-term impact - think stakeholder well-being and sustainability as an afterthought. Then there’s ethical blind spots in “business as usual” and lack of innovation that leads to reputational risks and moral missteps. To make business more complex today, there’s fragmented leadership in times of crisis as well as change. Whether it’s public or private family businesses, founders and entrepreneurs may not know the integrated solutions to address both the external and internal.

In this episode, hostess Angelina Carleton speaks with Charley Johnson, Chief Consciousness Officer to explore how conscious business practices are shaping a new era of legacy. Drawing inspiration from Patagonia, IBM, and Chanel—who have each embedded values-driven leadership into their practices—we unpack why forward-thinking executives are collaborating with and retaining a Chief Consciousness Officer in 2025. Conscious leadership isn’t just idealistic—it’s strategic. It builds resilient cultures, inspires engagement, and uplifts communities, all while driving measurable impact.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2944authenticleadership,businessethics,busineswithpurpose,chiefconsciousnessofficer,consciouscapitalism,consciousleadership,corporateresponsibility,designyourlegacy,emotionalintelligence,futureofleadership,impact-drivenleaders,innerwork,leadershipdevelopment,legacybuilding,legacyplanning,mindfulleadership,purpose-drivenbusiness,self-awareleadership,transformationalleadership,workplaceculturefalsefullhttps://www.angelinacarleton.com
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Many people find themselves unhappy and don’t know why. It's not enough to find success when your intellect creates the image "of what others can see". Your heart, though, can help you generate and create feelings of love but are you ready to drop into your heart? So you don’t die inside when there’s emotions not yet dealt with? Then how do you improve your 'feelings' and lifestyle as fear kills manifestation given stories from the past?

In this episode, hostess Angelina Carleton speaks with Bill Heinrich about metaphysics and finding the answers to “what if learning about your energy determines your legacy?” Bill breaks down that your legacy, in the end, answers the question to “what was and is your capacity to love?”. From tackling his own full acceptance of responsibilities in his PhD (i.e. pain, heartache and defensiveness), Bill shares his insights for transformation at the speed of choice. Tune in to learn how your 7 chakras determine ‘who you are’ and positions your energy for your best legacy. - At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2094485217Mon, 12 May 2025 16:43:19 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? - Many people find themselves unhappy and don’t know why. It's not enough to find success when your intellect creates the image...
-

Many people find themselves unhappy and don’t know why. It's not enough to find success when your intellect creates the image "of what others can see". Your heart, though, can help you generate and create feelings of love but are you ready to drop into your heart? So you don’t die inside when there’s emotions not yet dealt with? Then how do you improve your 'feelings' and lifestyle as fear kills manifestation given stories from the past?

In this episode, hostess Angelina Carleton speaks with Bill Heinrich about metaphysics and finding the answers to “what if learning about your energy determines your legacy?” Bill breaks down that your legacy, in the end, answers the question to “what was and is your capacity to love?”. From tackling his own full acceptance of responsibilities in his PhD (i.e. pain, heartache and defensiveness), Bill shares his insights for transformation at the speed of choice. Tune in to learn how your 7 chakras determine ‘who you are’ and positions your energy for your best legacy. - At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2816billheinrich,consciousleadership,consciousliving,designyourlegacy,divinepurpose,energeticalignment,higherself,holisticlegacy,impactandinfluence,legacyplanning,lifepurposecoach,personallegacy,personaltransformation,purposeandprosperity,purposedrivenlife,soulalignment,soulpurpose,spiritualawakening,spiritualwealth,wealthwithpurposefalsefullhttps://www.angelinacarleton.com
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Men’s bodies have built the railroads and gone to wars in being expendable, so when was there a chance to learn ‘worth beyond performance’? And how do you pass on the skills around connection if you don’t even know them yourself? Men can often disassociate in a freeze response than risk being vulnerable – even if the collateral damage of sabotaging his own personal development then rolls onto his family – the unintentional default of a legacy that still has an impact on himself and society. So how do you get a man to reconnect to what it is he really wants, not just what others want of him? What if the ‘secure attachments’ men can offer others in relationships is their legacy gift and it is free?

In this week’s episode, hostess Angelina Carleton speaks with Owen Marcus as they unpack the biggest obstacle of not ‘feeling good enough’ in the belief that “it will work for others, but it won’t work for me” – whether it is designing one’s legacy or finding happiness in authenticity. And the older men get, their beliefs can often become their emotions. Owen reveals as how self-connection is the starting point – especially as men ask if “they can win at this?” You’ll learn what works, what doesn’t work and how to start today. Tune in to find out how this knowledge can work for you and how you can avoid a tragic legacy.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2092872858Fri, 09 May 2025 13:31:33 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? - Men’s bodies have built the railroads and gone to wars in being expendable, so when was there a chance to learn ‘worth beyond...
-

Men’s bodies have built the railroads and gone to wars in being expendable, so when was there a chance to learn ‘worth beyond performance’? And how do you pass on the skills around connection if you don’t even know them yourself? Men can often disassociate in a freeze response than risk being vulnerable – even if the collateral damage of sabotaging his own personal development then rolls onto his family – the unintentional default of a legacy that still has an impact on himself and society. So how do you get a man to reconnect to what it is he really wants, not just what others want of him? What if the ‘secure attachments’ men can offer others in relationships is their legacy gift and it is free?

In this week’s episode, hostess Angelina Carleton speaks with Owen Marcus as they unpack the biggest obstacle of not ‘feeling good enough’ in the belief that “it will work for others, but it won’t work for me” – whether it is designing one’s legacy or finding happiness in authenticity. And the older men get, their beliefs can often become their emotions. Owen reveals as how self-connection is the starting point – especially as men ask if “they can win at this?” You’ll learn what works, what doesn’t work and how to start today. Tune in to find out how this knowledge can work for you and how you can avoid a tragic legacy.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3804authenticconnection,consciousmasculinity,designyourlegacypodcast,emotionalintelligence,emotionalmastery,emotionalresilience,generationalhealing,innerwork,leadershipandlegacy,legacydesign,masculinehealing,menscircles,mensmentalhealth,menswork,owenmarcus,personalgrowth,redefiningmasculinity,self-awareness,traumahealing,vulnerabilityfalsefullhttp://www.designurlegacy.com
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To feel needy is to feel exposed, vulnerable ... so how do you then invest your money so you never feel this way, nor others in what you fund? After all, managing and investing money isn't just about financial growth—it's about honoring God and blessing others now and for future generations. So how do you navigate the financial capital of your legacy with truth, compassion, and a faith-filled strategy?

In this episode, hostess Angelina Carleton speaks with Nick Garofalo—a Christian financial planner and founder of Openhanded Wealth—to discuss how stewardship and an eternal perspective can transform the way you design and leave a legacy. Through Scripture-based insights and real-world examples, tune in to learn an alternative path to 'mainstream' legacy planning - where and when we may look the other way to where our money is going ... to create a sound plan that reflects faith and creates intended impact. By the end of this conversation, you'll feel equipped to take your next step toward a God-honoring legacy—one marked not just by wealth, but by meaning, purpose, and eternal fruit.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2090441949Mon, 05 May 2025 13:45:29 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? - To feel needy is to feel exposed, vulnerable ... so how do you then invest your money so you never feel this way, nor others...
-

To feel needy is to feel exposed, vulnerable ... so how do you then invest your money so you never feel this way, nor others in what you fund? After all, managing and investing money isn't just about financial growth—it's about honoring God and blessing others now and for future generations. So how do you navigate the financial capital of your legacy with truth, compassion, and a faith-filled strategy?

In this episode, hostess Angelina Carleton speaks with Nick Garofalo—a Christian financial planner and founder of Openhanded Wealth—to discuss how stewardship and an eternal perspective can transform the way you design and leave a legacy. Through Scripture-based insights and real-world examples, tune in to learn an alternative path to 'mainstream' legacy planning - where and when we may look the other way to where our money is going ... to create a sound plan that reflects faith and creates intended impact. By the end of this conversation, you'll feel equipped to take your next step toward a God-honoring legacy—one marked not just by wealth, but by meaning, purpose, and eternal fruit.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3812biblicalstewardship,christianbusiness,christianfinance,christianfinancialadvisor,christianlegacy,eternalimpact,faithandmoney,faith-basedfinance,faithfulwealth,financialdiscipleship,financiallegacy,generationalwealth,godandmoney,kingdomwealth,legacyplanning,nickgarofalo,openhandedwealth,purposedrivenlife,stewardship,wealthwithpurposefalsefullhttp://www.designurlegacy.com
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Is legacy inherited as well as created by your presence? Thus, how present are you...? How do you balance being strong with asking for help ... 3 generations in? What does it take to keep a family enterprise going for 100+ years, as products evolve over the decades?

In this podcast episode, hostess Angelina Carleton speaks with Lesle Lane—a 3rd generation family business member and a woman in a family enterprise. With a camera in one hand and generations of tradition in the other, Lesle shares what legacy planning means to her, how she was present in all important moments - no matter the age of family members, as an investment into human capital, and how she had to develop personally thru all market cycles. We explore the intersection of family businesses, entrepreneurship, and legacy as Lesle opens up about the emotional responsibilities, watching the women who came before her and the value of giving all the love you received and 'didn't receive' to the next generations. If you’ve ever felt the weight of legacy, or wondered how to blend reverence for the past with a bold vision for the future—tune in!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2088924336Fri, 02 May 2025 16:28:20 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? - Is legacy inherited as well as created by your presence? Thus, how present are you...? How do you balance being strong with...
-

Is legacy inherited as well as created by your presence? Thus, how present are you...? How do you balance being strong with asking for help ... 3 generations in? What does it take to keep a family enterprise going for 100+ years, as products evolve over the decades?

In this podcast episode, hostess Angelina Carleton speaks with Lesle Lane—a 3rd generation family business member and a woman in a family enterprise. With a camera in one hand and generations of tradition in the other, Lesle shares what legacy planning means to her, how she was present in all important moments - no matter the age of family members, as an investment into human capital, and how she had to develop personally thru all market cycles. We explore the intersection of family businesses, entrepreneurship, and legacy as Lesle opens up about the emotional responsibilities, watching the women who came before her and the value of giving all the love you received and 'didn't receive' to the next generations. If you’ve ever felt the weight of legacy, or wondered how to blend reverence for the past with a bold vision for the future—tune in!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2957businesslegacy,businesssuccession,creativeentrepreneurship,creativelegacy,familybusiness,femalefounders,generationalleadership,inheritedbusiness,leadershipdevelopment,legacy,leslelane,nextgenerationleaders,personallegacy,photography,purpose-drivenbusiness,storytelling,visualstorytelling,womenentrepreneurs,womeninbusiness,womeninfamilybusinessfalsefullhttp://www.designurlegacy.com
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At a time when tools outlive their creators, can your legacy live on? Similar to Chuck Fenney of the Duty-Free stores in airports, who pioneered giving while living, how can you help others as well as human progress? You may have written a business plan in your lifetime, but have you written a “legacy manifesto” in answering the questions of: 1) Did I live a life of service?; and 2) Was I self-actualized in delivering my mission? There’s an element of pride in planning one’s legacy, as people are drawn to what it is they can control, yet for many innovators – they have a great career paired with a terrible personal life.

In this episode. hostess Angelina Carleton speaks with Harvard graduate and founder Hikari Senju to discuss Generative AI and what it can do for entrepreneurs in democratizing growth. He states ‘creativity is the most important lever for growth’, not discounts, but for many entrepreneurs, they never know which half of their ad budget actually works. If one can’t retain high priced ad agencies, the good ideas that can come from anyone, anywhere … never reach market. So what is the remedy in honoring the struggle of and empowering entrepreneurs? Tune in to hear how to solve for “ad fatigue” in today’s attention span of 1.5 seconds as well as the 3 values that drive Hikari’s legacy!

Learn more about Hikari at www.omneky.com.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2087771400Wed, 30 Apr 2025 14:57:39 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? -  At a time when tools outlive their creators, can your legacy live on? Similar to Chuck Fenney of the Duty-Free stores in...
- 

At a time when tools outlive their creators, can your legacy live on? Similar to Chuck Fenney of the Duty-Free stores in airports, who pioneered giving while living, how can you help others as well as human progress? You may have written a business plan in your lifetime, but have you written a “legacy manifesto” in answering the questions of: 1) Did I live a life of service?; and 2) Was I self-actualized in delivering my mission? There’s an element of pride in planning one’s legacy, as people are drawn to what it is they can control, yet for many innovators – they have a great career paired with a terrible personal life.

In this episode. hostess Angelina Carleton speaks with Harvard graduate and founder Hikari Senju to discuss Generative AI and what it can do for entrepreneurs in democratizing growth. He states ‘creativity is the most important lever for growth’, not discounts, but for many entrepreneurs, they never know which half of their ad budget actually works. If one can’t retain high priced ad agencies, the good ideas that can come from anyone, anywhere … never reach market. So what is the remedy in honoring the struggle of and empowering entrepreneurs? Tune in to hear how to solve for “ad fatigue” in today’s attention span of 1.5 seconds as well as the 3 values that drive Hikari’s legacy!

Learn more about Hikari at www.omneky.com.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3070aiandcreativity,artandtechnology,artificialintelligence,buildingalegacy,consciousleadership,creativeentrepreneurship,designyourlegacy,digitallegacy,entrepreneurmindset,futureofcreativity,generativeai,hikarisenju,intentionalliving,legacydesign,longtermthinking,purposedrivenlife,startupstories,systemsthinking,techfounder,thoughtleadershipfalsefullhttps://www.spreaker.com/episode/from-a-life-sentence-to-a-life-legacy-with-judy-henderson--66187477
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In this powerful and deeply moving episode of Design Your Legacy, I sit down with Judy Henderson, author of "When the Light Finds Us", to explore the intersection of trauma, faith, and transformation. Judy opens up about her personal journey from silence to storytelling, and how choosing to share her truth became an act of both healing and legacy-building. We discuss the meaning behind her book’s evocative title, the role of resilience in her life, and how she's turned pain into purpose. Judy’s story is a testament to the light that finds us when we least expect it—and to the enduring legacy we create when we live authentically and courageously. Whether you are navigating your own shadows or seeking inspiration to share your truth with the world, this episode is a heartfelt reminder that your story matters—and your legacy can begin right now.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2086000443Sun, 27 Apr 2025 13:13:30 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? -- In this powerful and deeply moving episode of Design Your Legacy, I sit down with Judy Henderson, author of "When the Light...
--

In this powerful and deeply moving episode of Design Your Legacy, I sit down with Judy Henderson, author of "When the Light Finds Us", to explore the intersection of trauma, faith, and transformation. Judy opens up about her personal journey from silence to storytelling, and how choosing to share her truth became an act of both healing and legacy-building. We discuss the meaning behind her book’s evocative title, the role of resilience in her life, and how she's turned pain into purpose. Judy’s story is a testament to the light that finds us when we least expect it—and to the enduring legacy we create when we live authentically and courageously. Whether you are navigating your own shadows or seeking inspiration to share your truth with the world, this episode is a heartfelt reminder that your story matters—and your legacy can begin right now.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4038falsefullhttps://www.spreaker.com/episode/wayfinding-through-faith-tech-ben-johnson-s-journey-to-legacy--66187457
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When it comes to designing your legacy plans, there's one thing you could be doing to start ... especially if you are a person of your word, but aren't. So what's holding you back? Does your heart favor the ineffective, such as anger, despair, fear or foolishness... when squeezed by the circumstances of life? In this podcast episode, hostess Angelina Carleton sits down with Founder & CEO Ben Johnson of Particle41 to talk about how "way finding" starts with what's going on in the heart and mind. And how kindness is more important than 'being nice' as it confronts how we think and what we believe vs. avoidance.Tune in to hear how most folks end conversations with niceness and not go deeper in kindness for the win/win of everyone's legacy.

--

Benjamin Johnson is a serial technical co-founder with a track record of success and hands-on open-source programming experience. He has a range of being both a board-level advisor and founder but also an in-depth understanding of how things work. Through his 20+ years as a software developer and leader, he has gained experience with remotely distributed development teams and business hacks. Benjamin is the CEO & Founder of Particle41, a dev firm founded by industry veterans that aims to help companies accelerate their initiatives through Software Development, DevOps, and Data Science. With an obsessive focus on results and ways to improve, Benjamin is having fun building highly scalable and highly secure applications.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2085245370Fri, 25 Apr 2025 20:29:21 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? -- When it comes to designing your legacy plans, there's one thing you could be doing to start ... especially if you are a...
--

When it comes to designing your legacy plans, there's one thing you could be doing to start ... especially if you are a person of your word, but aren't. So what's holding you back? Does your heart favor the ineffective, such as anger, despair, fear or foolishness... when squeezed by the circumstances of life? In this podcast episode, hostess Angelina Carleton sits down with Founder & CEO Ben Johnson of Particle41 to talk about how "way finding" starts with what's going on in the heart and mind. And how kindness is more important than 'being nice' as it confronts how we think and what we believe vs. avoidance.Tune in to hear how most folks end conversations with niceness and not go deeper in kindness for the win/win of everyone's legacy.

--

Benjamin Johnson is a serial technical co-founder with a track record of success and hands-on open-source programming experience. He has a range of being both a board-level advisor and founder but also an in-depth understanding of how things work. Through his 20+ years as a software developer and leader, he has gained experience with remotely distributed development teams and business hacks. Benjamin is the CEO & Founder of Particle41, a dev firm founded by industry veterans that aims to help companies accelerate their initiatives through Software Development, DevOps, and Data Science. With an obsessive focus on results and ways to improve, Benjamin is having fun building highly scalable and highly secure applications.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3498falsefullhttps://www.spreaker.com/episode/the-depth-of-your-person-in-designing-your-legacy-with-daniel-rosenberg--66187461
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If your focus is ‘escape’, it’s probably because you’ve never learned how to deal with stress. Most business owners, no matter their industry, have little time to celebrate. The better one does, the more business comes in and it’s hard to find one, two or even three individuals, to be a sounding board that’s unbiased and not emotionally triggered. So, how do you start to breath in a way – as one remedy to stress – so that your feelings can return to calm and even more, you can design your legacy?

In this episode, I speak with attorney Daniel Rosenberg about his values, his future ‘Legacy’ hard cover coffee table book and the role of ‘emotional maturity’ when it comes to money. We unpack US history in how John Adams was a defense attorney re: the Boston Massacre to today’s landscape of how ‘grabbing a cell phone out of another’s hand’ can be deemed battery. You’ll learn what two elements need to be present to be read your Miranda Rights. Listen in for how this business owner of a law firm shares his strategies to find calm in the storms and more incorporation of his personal values.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2082534678Mon, 21 Apr 2025 15:37:39 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? -- If your focus is ‘escape’, it’s probably because you’ve never learned how to deal with stress. Most business owners, no...
--

If your focus is ‘escape’, it’s probably because you’ve never learned how to deal with stress. Most business owners, no matter their industry, have little time to celebrate. The better one does, the more business comes in and it’s hard to find one, two or even three individuals, to be a sounding board that’s unbiased and not emotionally triggered. So, how do you start to breath in a way – as one remedy to stress – so that your feelings can return to calm and even more, you can design your legacy?

In this episode, I speak with attorney Daniel Rosenberg about his values, his future ‘Legacy’ hard cover coffee table book and the role of ‘emotional maturity’ when it comes to money. We unpack US history in how John Adams was a defense attorney re: the Boston Massacre to today’s landscape of how ‘grabbing a cell phone out of another’s hand’ can be deemed battery. You’ll learn what two elements need to be present to be read your Miranda Rights. Listen in for how this business owner of a law firm shares his strategies to find calm in the storms and more incorporation of his personal values.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

#legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3721falsefullhttps://www.spreaker.com/episode/how-to-not-shy-away-from-death-for-your-legacy-with-jake-sucoff--66187480
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Death can be a taboo topic for all of us. But if you aren’t having a good time, what’s the point? Get busy living or get busy dying. Therefore, what if your legacy is a celebration of your life and not a funeral – imagine others remembering all the good you have contributed to their lives. The work of designing your legacy has to start with yourself and then, expands out into your network. Yet, starting with yourself might feel like a great deal of work.

In this episode, hostess Angelina Carleton and guest Jake Sucoff break down how your legacy planning can start with a reflection of your life through polaroids as a starting point. If you’ve struggled with the chase for money, this episode also explores how to see money as a tool in lifestyle design and freedom, compared to a trophy. As a founder himself, business is more than raising capital, scaling and becoming a unicorn. More than what his latest company does for society, tune in to hear how your legacy can be all about the love you bring to others, quality time spent having fun and the desire to be present.

-

Learn more about Jake at https://heyjakey.com/about.html or https://www.patientprocure.com!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2080691388Thu, 17 Apr 2025 20:38:58 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your legacy? Imagine turning that around in just six months. Get the personal coaching you need to define, develop and...
-

Death can be a taboo topic for all of us. But if you aren’t having a good time, what’s the point? Get busy living or get busy dying. Therefore, what if your legacy is a celebration of your life and not a funeral – imagine others remembering all the good you have contributed to their lives. The work of designing your legacy has to start with yourself and then, expands out into your network. Yet, starting with yourself might feel like a great deal of work.

In this episode, hostess Angelina Carleton and guest Jake Sucoff break down how your legacy planning can start with a reflection of your life through polaroids as a starting point. If you’ve struggled with the chase for money, this episode also explores how to see money as a tool in lifestyle design and freedom, compared to a trophy. As a founder himself, business is more than raising capital, scaling and becoming a unicorn. More than what his latest company does for society, tune in to hear how your legacy can be all about the love you bring to others, quality time spent having fun and the desire to be present.

-

Learn more about Jake at https://heyjakey.com/about.html or https://www.patientprocure.com!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2625falsefullhttps://www.spreaker.com/episode/how-reverse-mortgages-can-preserve-family-dignity-legacy--66187487
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What if your home could help fund your legacy? In this powerful conversation, we sit down with Kevin Guttman, a seasoned reverse mortgage specialist from C2 Financial, to explore how homeowners can unlock the hidden power of their equity—not just to retire comfortably, but to support their children, grandchildren, and the causes they care about. Kevin shares how reverse mortgages, often misunderstood, can be a strategic tool in legacy planning, wealth transfer, and multi-generational financial wellness. Whether you're caring for aging parents, approaching retirement yourself, or advising clients on estate strategies, this episode is full of wisdom, clarity, and practical takeaways.

What You’ll Learn:

•How reverse mortgages really work (and common myths) •Ways to use home equity to support a lasting legacy
•The emotional side of legacy planning through real estate
•Conversations families should be having now to avoid regrets later

Kevin Guttman, Sr. is a mortgage broker, reverse mortgage specialist and 4x Amazon best selling author, who brings a wealth of knowledge, integrity as well as people-first approach to the world of senior home financing. 

As 1 of 218 "Certified Reverse Mortgage Professionals" in the USA, Kevin has 100+ five-star reviews and an A+ rating from the BBB (Better Business Bureau). He is a member of the National Association of Mortgage Brokers and the National Reverse Mortgage Lenders Association. He grew up in a 'real estate family', holds 3 Master's Degrees, and a consistent track record of client referrals and repeat business - making up 85% of his work. For fun, he has explored 47 states and 40 countries and is also an ordained Minister. 

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2078429736Mon, 14 Apr 2025 15:57:04 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com! Are you ready to shape a legacy based on your values? -- What if your home could help fund your legacy? In this powerful conversation, we sit down with Kevin Guttman, a seasoned reverse...
--

What if your home could help fund your legacy? In this powerful conversation, we sit down with Kevin Guttman, a seasoned reverse mortgage specialist from C2 Financial, to explore how homeowners can unlock the hidden power of their equity—not just to retire comfortably, but to support their children, grandchildren, and the causes they care about. Kevin shares how reverse mortgages, often misunderstood, can be a strategic tool in legacy planning, wealth transfer, and multi-generational financial wellness. Whether you're caring for aging parents, approaching retirement yourself, or advising clients on estate strategies, this episode is full of wisdom, clarity, and practical takeaways.

What You’ll Learn:

•How reverse mortgages really work (and common myths) •Ways to use home equity to support a lasting legacy
•The emotional side of legacy planning through real estate
•Conversations families should be having now to avoid regrets later

Kevin Guttman, Sr. is a mortgage broker, reverse mortgage specialist and 4x Amazon best selling author, who brings a wealth of knowledge, integrity as well as people-first approach to the world of senior home financing. 

As 1 of 218 "Certified Reverse Mortgage Professionals" in the USA, Kevin has 100+ five-star reviews and an A+ rating from the BBB (Better Business Bureau). He is a member of the National Association of Mortgage Brokers and the National Reverse Mortgage Lenders Association. He grew up in a 'real estate family', holds 3 Master's Degrees, and a consistent track record of client referrals and repeat business - making up 85% of his work. For fun, he has explored 47 states and 40 countries and is also an ordained Minister. 

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3137falsefullhttps://www.spreaker.com/episode/love-legacy-dating-elite-matchmaking-with-tammi-pickle--66187479
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Dating can be fun, but it can also be filled with awkward moments. From a distance, it’s easy to think luck or fate will eventually just step in. But the truth? About half of Americans are statistically single – add a very successful career, investments, a reputation to protect – and many individuals don’t know how to successfully navigate to find a complimentary partner. Without the right knowledge and guidance, it’s the default to stay single or become disillusioned. So how do you, as a highly successful individual, not just fish in better ponds but show up to win – even if it feels vulnerable to ask for coaching or call on an expert?

In this podcast episode, hostess Angelina Carleton speaks with NextGen ‘woman in family business’ member Tammi Pickle out of the Los Angeles, California area. Tammi is one of the owners of Elite Connections, founded in 1994, and we unpack what makes dating work well today – both in what needs to stay traditional as well as ‘the swipe’ habit with social media and dating sites. From your holistic legacy to her vision on legacy, tune in to hear an honest take on elite matchmaking, today’s landscape for selective dating, and why finding love still matters. Learn more at https://eliteconnections.com/elite-advantage or https://www.linkedin.com/in/tammi-pickle-36060648.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2073896928Tue, 08 Apr 2025 18:29:55 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
--

Dating can be fun, but it can also be filled with awkward moments. From a distance, it’s easy to think luck or fate will eventually just step in. But the truth? About half of Americans are statistically single – add a very successful career, investments, a reputation to protect – and many individuals don’t know how to successfully navigate to find a complimentary partner. Without the right knowledge and guidance, it’s the default to stay single or become disillusioned. So how do you, as a highly successful individual, not just fish in better ponds but show up to win – even if it feels vulnerable to ask for coaching or call on an expert?

In this podcast episode, hostess Angelina Carleton speaks with NextGen ‘woman in family business’ member Tammi Pickle out of the Los Angeles, California area. Tammi is one of the owners of Elite Connections, founded in 1994, and we unpack what makes dating work well today – both in what needs to stay traditional as well as ‘the swipe’ habit with social media and dating sites. From your holistic legacy to her vision on legacy, tune in to hear an honest take on elite matchmaking, today’s landscape for selective dating, and why finding love still matters. Learn more at https://eliteconnections.com/elite-advantage or https://www.linkedin.com/in/tammi-pickle-36060648.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2714falsefullhttps://www.spreaker.com/episode/former-mayor-pro-tem-talks-legacy-planning-with-chad-cooper--66187469
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Participant or observer? In our path to material attainment, many people utilize ‘force’ to find and create success. But at what expense and is there an alternative? We hear about ascending thru surrender and the value of being ‘still’. Who is it you are going to be regardless of what it is you are going to do? Does your legendary legacy begin with the premise of a destination and what does it look like to arrive at your ‘legacy station’?

In this week’s episode, hostess Angelina Carleton sits down with former Mayor Pro Tem Chad E. Cooper to unpack his guiding principle of “May peace begin with me and may I begin with peace” in the 9 characteristics of the fruit of the spirit. From realizing that suffering originates from the stories we create about our feelings and pain to connecting to the full range of our emotions to better serve in our purpose, Chad questions the stories about both the pain as well as the emotions. Tune in to hear how material attainment can complement your legacy vision for when your cup runneth over.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2070395604Sat, 29 Mar 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Participant or observer? In our path to material attainment, many people utilize ‘force’ to find and create success. But at what expense and is there an alternative? We hear about ascending thru surrender and the value of being ‘still’. Who is it you are going to be regardless of what it is you are going to do? Does your legendary legacy begin with the premise of a destination and what does it look like to arrive at your ‘legacy station’?

In this week’s episode, hostess Angelina Carleton sits down with former Mayor Pro Tem Chad E. Cooper to unpack his guiding principle of “May peace begin with me and may I begin with peace” in the 9 characteristics of the fruit of the spirit. From realizing that suffering originates from the stories we create about our feelings and pain to connecting to the full range of our emotions to better serve in our purpose, Chad questions the stories about both the pain as well as the emotions. Tune in to hear how material attainment can complement your legacy vision for when your cup runneth over.

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2861falsefullhttps://www.spreaker.com/episode/when-art-speaks-for-the-silent-the-timid-bunny-s-message--66187449
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Losing a friend to suicide is a life changing moment. You take stock of what influenced them: betrayal of expectations, lack of support when you think others have your best interest, criticism to level the playing field, dealing with anguish alone, the darkness getting heavy around them. We all have our problems, but what is it like when you call your friend’s cell and it goes to voice mail, knowing there won’t be a return call? What happens when the external becomes so loud, it contaminates the interior? When you feel desperate, what will your next move be?

This week, hostess Angelina Carleton speaks with aspiring writer and director Samual Chambers about his first film project titled “The Timid Bunny”. Samuel speaks into the emotional connection that will always be powerful between his friend and him. We race forward so fast but sometimes, winning isn’t comfortable when following one’s dreams. Tune in to learn how Samuel is designing his holistic legacy so that he knows he gave life his all - and how you can too so a butterfly can leave the cocoon of darkness to become that butterfly. Learn more about Samuel Chamber's film at https://bento.me/thetimidbunny.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2067998720Tue, 25 Mar 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Losing a friend to suicide is a life changing moment. You take stock of what influenced them: betrayal of expectations, lack of support when you think others have your best interest, criticism to level the playing field, dealing with anguish alone, the darkness getting heavy around them. We all have our problems, but what is it like when you call your friend’s cell and it goes to voice mail, knowing there won’t be a return call? What happens when the external becomes so loud, it contaminates the interior? When you feel desperate, what will your next move be?

This week, hostess Angelina Carleton speaks with aspiring writer and director Samual Chambers about his first film project titled “The Timid Bunny”. Samuel speaks into the emotional connection that will always be powerful between his friend and him. We race forward so fast but sometimes, winning isn’t comfortable when following one’s dreams. Tune in to learn how Samuel is designing his holistic legacy so that he knows he gave life his all - and how you can too so a butterfly can leave the cocoon of darkness to become that butterfly. Learn more about Samuel Chamber's film at https://bento.me/thetimidbunny.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3292falsefullhttps://www.spreaker.com/episode/venture-values-and-vision-salvatore-tirabassi-s-blueprint-for-legacy--66187463
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From forecasts to forever, what can a fractional CFO do, in being both an "opportunity generator" as well as "risk mitigator" for your bespoke legacy? Tune in to find out! As a seasoned finance professional with 24+ years of experience, Salvatore Tirabassi's journey began with a passion for business. After earning degrees from Harvard as well as Wharton, Salvatore spent 15 years in venture capital, where he learned the in's and out's of what makes businesses succeed. This experience provided him a deep understanding of the challenges entrepreneurs face, especially in emerging and family-owned businesses.

Transitioning to the role of CFO in a high-growth company, he discovered his true calling! Empowering business owners to take control of their financial futures. He founded CFO Pro + Analytics to provide virtual and fractional CFO services that demystify finance and make it accessible to all. His approach is built on a business owner-first mindset, where he prioritizes the needs of each client, helping them see their financial data not just as numbers, but as powerful tools for growth. Throughout his 24+ year career, Salvatore developed a methodology that combines strategic financial modeling with actionable insights. His goal is to simplify complex financial concepts so that entrepreneurs can make informed decisions confidently. Whether it's guiding them through capital raising or enhancing their operational efficiency, he strives to provide clarity and direction for results. He believes every business has the potential to reach new heights with the right financial strategy! Learn more at https://cfoproanalytics.com!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2064968380Sun, 23 Mar 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

From forecasts to forever, what can a fractional CFO do, in being both an "opportunity generator" as well as "risk mitigator" for your bespoke legacy? Tune in to find out! As a seasoned finance professional with 24+ years of experience, Salvatore Tirabassi's journey began with a passion for business. After earning degrees from Harvard as well as Wharton, Salvatore spent 15 years in venture capital, where he learned the in's and out's of what makes businesses succeed. This experience provided him a deep understanding of the challenges entrepreneurs face, especially in emerging and family-owned businesses.

Transitioning to the role of CFO in a high-growth company, he discovered his true calling! Empowering business owners to take control of their financial futures. He founded CFO Pro + Analytics to provide virtual and fractional CFO services that demystify finance and make it accessible to all. His approach is built on a business owner-first mindset, where he prioritizes the needs of each client, helping them see their financial data not just as numbers, but as powerful tools for growth. Throughout his 24+ year career, Salvatore developed a methodology that combines strategic financial modeling with actionable insights. His goal is to simplify complex financial concepts so that entrepreneurs can make informed decisions confidently. Whether it's guiding them through capital raising or enhancing their operational efficiency, he strives to provide clarity and direction for results. He believes every business has the potential to reach new heights with the right financial strategy! Learn more at https://cfoproanalytics.com!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2972falsefullhttps://www.spreaker.com/episode/beyond-wealth-building-a-legacy-of-well-being-with-meir-statman--66187507
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Your legacy will include some money but what about the other roles you play to do good for others? In this episode, we dive deep into wealth and well-being for the holistic planning of your legacy, exploring how true legacy includes relationships as well as possibly 13 other domains—not just financial success. Join us as we discuss insights from Professor Meir Statman’s book, A Wealth of Well-Being and uncover how behavioral finance shapes the way we think about legacy.

You’ll learn: 

✅ Why well-being should be at the heart of your holistic legacy planning
✅ How to ensure you don’t make mistakes re: social strata’s – in your social and cultural capital for good relationships
✅ How your gains can compensate for your losses re: points of pain in life

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance" (Wiley 2024). Meir’s research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, and many other journals. The research has been supported by the National Science Foundation, the CFA Institute Research Foundation, and the Investment Management Consultants Association (IMCA).

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card


Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2059916740Sun, 16 Mar 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
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Your legacy will include some money but what about the other roles you play to do good for others? In this episode, we dive deep into wealth and well-being for the holistic planning of your legacy, exploring how true legacy includes relationships as well as possibly 13 other domains—not just financial success. Join us as we discuss insights from Professor Meir Statman’s book, A Wealth of Well-Being and uncover how behavioral finance shapes the way we think about legacy.

You’ll learn: 

✅ Why well-being should be at the heart of your holistic legacy planning
✅ How to ensure you don’t make mistakes re: social strata’s – in your social and cultural capital for good relationships
✅ How your gains can compensate for your losses re: points of pain in life

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance" (Wiley 2024). Meir’s research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, and many other journals. The research has been supported by the National Science Foundation, the CFA Institute Research Foundation, and the Investment Management Consultants Association (IMCA).

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card


Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3320falsefullhttps://www.spreaker.com/episode/beyond-the-game-jay-sapovits-legacy-of-building-others-up--66187535
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If someone told you that even billion-dollar companies invest in ‘swag’ merchandise, you probably wouldn’t believe it. But what if it’s the hidden strategy to build connections in your business as well as philanthropic goals. Merch, when done right, can be the opportunity to reach the outcome you would like to drive, influenced by your ‘needs’ analysis and your brand to build loyalty. So how does one founder blend his personal experiences in luxury, regarding relationships and the white glove treatment, into his latest offering? The brilliance of Ink’d Store isn’t just about swag – it’s about turning your business ideas from a Zero to a One in entrepreneurial possibilities.

In this episode, hostess Angelina Carleton speaks with founder Jay Sapovits as they dive into his ‘willingness’ to speak publicly about his holistic legacy values, vision and life lessons. - Jay Sapovits is a seasoned entrepreneur with a diverse background spanning private luxury aviation, fitness branding, professional sports, and high-impact marketing. His career includes notable experiences such as traveling with the iconic UNLV Runnin' Rebels and contributing to various industries.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2056794276Wed, 12 Mar 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

If someone told you that even billion-dollar companies invest in ‘swag’ merchandise, you probably wouldn’t believe it. But what if it’s the hidden strategy to build connections in your business as well as philanthropic goals. Merch, when done right, can be the opportunity to reach the outcome you would like to drive, influenced by your ‘needs’ analysis and your brand to build loyalty. So how does one founder blend his personal experiences in luxury, regarding relationships and the white glove treatment, into his latest offering? The brilliance of Ink’d Store isn’t just about swag – it’s about turning your business ideas from a Zero to a One in entrepreneurial possibilities.

In this episode, hostess Angelina Carleton speaks with founder Jay Sapovits as they dive into his ‘willingness’ to speak publicly about his holistic legacy values, vision and life lessons. - Jay Sapovits is a seasoned entrepreneur with a diverse background spanning private luxury aviation, fitness branding, professional sports, and high-impact marketing. His career includes notable experiences such as traveling with the iconic UNLV Runnin' Rebels and contributing to various industries.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3561falsefullhttps://www.angelinacarleton.com/legacytips
-

A generational legacy strategy isn’t about knowing all the answers—it’s about asking better questions. With $124 trillion about to be passed on to the next generation, where is the education to help you deal with the complex challenges as well as relationships? Are the stories you’re telling yourself helpful or a hindrance? Creating the right team around you, for trust and partnership, can allow you to balance your gifts, wisdom and identity to that of your larger family. And what does the phrase ‘adult in the room’ actually mean?

In this episode, hostess Angelina Carleton speaks with guests Jake Morrill and Jonathan Scoonover about how money can expose family fractures just as how a great philanthropic plan can bring forth everyone’s passions. With great abundance comes great responsibility. When you can define what it is you care about in values, focus areas and mission – isn’t this what all of our hard work is for? What is the real difference you would like to make? Tune in for a dynamic conversation about how your legacy could be about anxiety, shouting and outrage or, more trust between people and more families healed. Learn more about Jake at www.gentogenleadership.com. Learn more about Jonathan at https://1010strategies.com.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2053751476Sat, 08 Mar 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

A generational legacy strategy isn’t about knowing all the answers—it’s about asking better questions. With $124 trillion about to be passed on to the next generation, where is the education to help you deal with the complex challenges as well as relationships? Are the stories you’re telling yourself helpful or a hindrance? Creating the right team around you, for trust and partnership, can allow you to balance your gifts, wisdom and identity to that of your larger family. And what does the phrase ‘adult in the room’ actually mean?

In this episode, hostess Angelina Carleton speaks with guests Jake Morrill and Jonathan Scoonover about how money can expose family fractures just as how a great philanthropic plan can bring forth everyone’s passions. With great abundance comes great responsibility. When you can define what it is you care about in values, focus areas and mission – isn’t this what all of our hard work is for? What is the real difference you would like to make? Tune in for a dynamic conversation about how your legacy could be about anxiety, shouting and outrage or, more trust between people and more families healed. Learn more about Jake at www.gentogenleadership.com. Learn more about Jonathan at https://1010strategies.com.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3117falsefullhttps://www.spreaker.com/episode/legacy-thru-life-settlements-from-your-insurance-policy-with-rob-haynie--66187450
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A Life Settlement is the act of selling a life insurance policy and is so powerful that a single sale can bring more than six times the cash surrender value (CSV), allow you to dream again, and develop your legacy vision. So what makes a third party company, known as a LS provider, want to exchange your life policy for a lump sum cash payment? The path to enjoying your retirement isn’t just about minimizing expenses – it’s about worrying less, learning more, and making the best choices. So what if your neighbor cashed in?

Today’s episode pulls back the curtain on the fascinating world of life settlements. Hostess Angelina Carleton and guest Rob Haynie explore how life settlements began about a century ago with a US Supreme Court case unexpectedly shaping the insurance industry, why policy holders are beginning to explore this growing trend given the nod from FINRA and what truly makes life settlements a life changer at the number of $842M in 2023 in what consumers received. Along the way, Rob shares his personal legacy thoughts —and whether holding into a settlement is worth it. Listen in for a compelling look at how life settlements are great planning for your legacy future.

Learn more about Rob Haynie at https://councils.forbes.com/profile/Rob-Haynie-Managing-Director-Life-Insurance-Settlements-Inc/0b363e3e-46db-4405-89dd-6ad2e614862f. 

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card!

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2049126320Mon, 03 Mar 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
--

A Life Settlement is the act of selling a life insurance policy and is so powerful that a single sale can bring more than six times the cash surrender value (CSV), allow you to dream again, and develop your legacy vision. So what makes a third party company, known as a LS provider, want to exchange your life policy for a lump sum cash payment? The path to enjoying your retirement isn’t just about minimizing expenses – it’s about worrying less, learning more, and making the best choices. So what if your neighbor cashed in?

Today’s episode pulls back the curtain on the fascinating world of life settlements. Hostess Angelina Carleton and guest Rob Haynie explore how life settlements began about a century ago with a US Supreme Court case unexpectedly shaping the insurance industry, why policy holders are beginning to explore this growing trend given the nod from FINRA and what truly makes life settlements a life changer at the number of $842M in 2023 in what consumers received. Along the way, Rob shares his personal legacy thoughts —and whether holding into a settlement is worth it. Listen in for a compelling look at how life settlements are great planning for your legacy future.

Learn more about Rob Haynie at https://councils.forbes.com/profile/Rob-Haynie-Managing-Director-Life-Insurance-Settlements-Inc/0b363e3e-46db-4405-89dd-6ad2e614862f. 

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card!

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3155falsefullhttps://www.angelinacarleton.com/legacytips
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Franchising isn’t just an asset class for our portfolios – private equity is getting in on it. Suddenly, the unsexy has become sexy. Driveway coating. Oil change services. Pet grooming. Love them or hate them, franchises are not just proven business models for purchase, they offer tax advantages such as building cash flow, building a business you can sell and an opportunity to leave a corporate career. So, who is buying and how can a franchise fit into your legacy plans?

In this episode, hostess Angelina Carleton and Jon Ostenson discuss how individuals from their 20’s to their 60’s are today’s investors and how to succeed. From being a semi absentee owner, in hiring the right General Manager, to being ‘teachable’ in following a proven model, they explore this alternative investment. Tune in to find out how Jon is incorporating franchise stacking in his legacy strategy and the three powerful questions he asks so he can leave the legacy he desires.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2044160308Mon, 24 Feb 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Franchising isn’t just an asset class for our portfolios – private equity is getting in on it. Suddenly, the unsexy has become sexy. Driveway coating. Oil change services. Pet grooming. Love them or hate them, franchises are not just proven business models for purchase, they offer tax advantages such as building cash flow, building a business you can sell and an opportunity to leave a corporate career. So, who is buying and how can a franchise fit into your legacy plans?

In this episode, hostess Angelina Carleton and Jon Ostenson discuss how individuals from their 20’s to their 60’s are today’s investors and how to succeed. From being a semi absentee owner, in hiring the right General Manager, to being ‘teachable’ in following a proven model, they explore this alternative investment. Tune in to find out how Jon is incorporating franchise stacking in his legacy strategy and the three powerful questions he asks so he can leave the legacy he desires.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2546falsefullhttps://www.angelinacarleton.com/legacytips
-

Rebuilding your life after tragedy is respected, yet behind every comeback story is a commitment to personal development. Great entrepreneurs offer more than great products and services to their community – they offer an example in how to grow past worry and anxiety – they master their leadership and vision. They demonstrate new ways of tackling challenges and can share what has held them back to be finally free. But businesspeople can also suffer from emotional and financial setbacks, in the millions, and for years find themselves in a holding pattern. So, how does one rebuild to find peace?

In this episode, hostess Angelina Carleton and Martin Salama dive into the subjects of carrying the family name and legacy, healing from loss through meditation and asking new questions to find better answers. From losing his brother at age ten to self-transformation through self-love and self-care, Martin, they uncover what makes an entrepreneur be able to find their stride again, why values matter in shaping community, and how self-worth influences legacy planning. Whether you’re feeling the pressure to make everyone else happy or losing your temper when others are never pleased, tune in to learn how coaching transforms your truths into your lasting legacy.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2039015444Sat, 15 Feb 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Rebuilding your life after tragedy is respected, yet behind every comeback story is a commitment to personal development. Great entrepreneurs offer more than great products and services to their community – they offer an example in how to grow past worry and anxiety – they master their leadership and vision. They demonstrate new ways of tackling challenges and can share what has held them back to be finally free. But businesspeople can also suffer from emotional and financial setbacks, in the millions, and for years find themselves in a holding pattern. So, how does one rebuild to find peace?

In this episode, hostess Angelina Carleton and Martin Salama dive into the subjects of carrying the family name and legacy, healing from loss through meditation and asking new questions to find better answers. From losing his brother at age ten to self-transformation through self-love and self-care, Martin, they uncover what makes an entrepreneur be able to find their stride again, why values matter in shaping community, and how self-worth influences legacy planning. Whether you’re feeling the pressure to make everyone else happy or losing your temper when others are never pleased, tune in to learn how coaching transforms your truths into your lasting legacy.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3505falsefullhttps://www.angelinacarleton.com/legacytips
-

Some financial coaches can show you how to keep and grow your money, but few can also deliver emotional intelligence along the way. In facing her own impulses and getting her own financial house in order, she has lived the experience herself to go from $100,000 in debt to taking agency of her future. Was it her training as an asset manager, her upbringing with a mother who lived thru poverty or a value around service to want to teach others about money? At a time when individuals struggle with inflation as well as entitlement, Veronica reminds us why a void in self-worth isn’t remedied by avoiding what’s underneath the surface.

In this episode of Design Your Legacy, hostess Angelina Carleton and Veronica Deraleau dissect the secrets behind getting an emotional handle on your money. From awareness around ‘resentments from childhood’ to the reframing when others can pass judgement, they reveal the formula that makes financial compounding a reality. Tune in to learn how this four-step formula can empower your legacy planning, in creating new outcomes, and how these lessons can be passed on beyond one generation. - Buy Veronica's book on Amazon at www.amazon.com/dp/B0DGGSMWRY Visit Veronica's website for free resources and her blog: https://makingmoneyissimple.com/ Connect with Veronica on Instagram: https://www.instagram.com/makingmoneyissimple/. Follow her on IG and DM the word 'Legacy' for a free budget review!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2036852724Mon, 10 Feb 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Some financial coaches can show you how to keep and grow your money, but few can also deliver emotional intelligence along the way. In facing her own impulses and getting her own financial house in order, she has lived the experience herself to go from $100,000 in debt to taking agency of her future. Was it her training as an asset manager, her upbringing with a mother who lived thru poverty or a value around service to want to teach others about money? At a time when individuals struggle with inflation as well as entitlement, Veronica reminds us why a void in self-worth isn’t remedied by avoiding what’s underneath the surface.

In this episode of Design Your Legacy, hostess Angelina Carleton and Veronica Deraleau dissect the secrets behind getting an emotional handle on your money. From awareness around ‘resentments from childhood’ to the reframing when others can pass judgement, they reveal the formula that makes financial compounding a reality. Tune in to learn how this four-step formula can empower your legacy planning, in creating new outcomes, and how these lessons can be passed on beyond one generation. - Buy Veronica's book on Amazon at www.amazon.com/dp/B0DGGSMWRY Visit Veronica's website for free resources and her blog: https://makingmoneyissimple.com/ Connect with Veronica on Instagram: https://www.instagram.com/makingmoneyissimple/. Follow her on IG and DM the word 'Legacy' for a free budget review!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3089falsefullhttps://www.angelinacarleton.com/legacytips
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Every entrepreneurial needs to know their numbers – whether you keep your own books, retain a CPA or oversee a team. So how do you rebuild when you had to "learn the hard way" re: hiring the wrong people? Your team mates are supposed to be the ones to protect your assets and minimize your tax liability. So how do pay as little tax as ‘legally’ possible, and what happens when the system and people you trusted turn out to be corrupt unexpectedly?

In this episode, hostess Angelina Carleton and Roy Coughlan break down why structuring your companies right from the beginning is more than just a life saver—it’s also a way to save your sanity as well as pay yourself first so you can buy that bespoke cup of coffee. You’ll learn how Roy went from putting together $20M syndicates of properties to feeling the carnage of the Great Recession. Listen in to discover why gratitude and forgiveness were his keys to designing a meaningful and intentional legacy, in learning the skills of building as well as rebuilding in his love for life. 

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2030191304Sun, 09 Feb 2025 19:01:14 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Every entrepreneurial needs to know their numbers – whether you keep your own books, retain a CPA or oversee a team. So how do you rebuild when you had to "learn the hard way" re: hiring the wrong people? Your team mates are supposed to be the ones to protect your assets and minimize your tax liability. So how do pay as little tax as ‘legally’ possible, and what happens when the system and people you trusted turn out to be corrupt unexpectedly?

In this episode, hostess Angelina Carleton and Roy Coughlan break down why structuring your companies right from the beginning is more than just a life saver—it’s also a way to save your sanity as well as pay yourself first so you can buy that bespoke cup of coffee. You’ll learn how Roy went from putting together $20M syndicates of properties to feeling the carnage of the Great Recession. Listen in to discover why gratitude and forgiveness were his keys to designing a meaningful and intentional legacy, in learning the skills of building as well as rebuilding in his love for life. 

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2928falsefullhttps://www.angelinacarleton.com/legacytips
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Every individual could benefit from some “personal branding”, whether it is to attract their perfect mate, reach more of their business goals or design that lasting legacy. But how do you get there in pursuing what you love, are passionate about as well as how you best bring value into this world? Whether you are an entrepreneur or a member of a multi-generational family of wealth, one thing is certain – you had a vision for your life at age 12. So, how do you include that 12-year version with where you are today in the mission of your holistic legacy plan?

In this week’s episode, hostess Angelina Carleton and Merag Shahzad explore ‘personal branding’ or as his grandfather called it, reputation building. They unpack the elements of inner motivations as well as how one interacts with their environment to curate what truly aligns and compliments what and who a client respects and admires. When you know what it is you love as well as what you are good at, your personal brand needs to communicate that. So tune in to discover how vulnerability, mixed with authenticity, creates the perfect results for your legacy!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2034590320Sun, 09 Feb 2025 00:00:00 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Every individual could benefit from some “personal branding”, whether it is to attract their perfect mate, reach more of their business goals or design that lasting legacy. But how do you get there in pursuing what you love, are passionate about as well as how you best bring value into this world? Whether you are an entrepreneur or a member of a multi-generational family of wealth, one thing is certain – you had a vision for your life at age 12. So, how do you include that 12-year version with where you are today in the mission of your holistic legacy plan?

In this week’s episode, hostess Angelina Carleton and Merag Shahzad explore ‘personal branding’ or as his grandfather called it, reputation building. They unpack the elements of inner motivations as well as how one interacts with their environment to curate what truly aligns and compliments what and who a client respects and admires. When you know what it is you love as well as what you are good at, your personal brand needs to communicate that. So tune in to discover how vulnerability, mixed with authenticity, creates the perfect results for your legacy!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3724falsefullhttps://www.angelinacarleton.com/legacytips
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Every day, we’re presented with opportunities to bet on our self – in challenges, in self-worth, and even in the disagreements to expand further. But have you ever wondered if your core values could be tied to this outcome? Values connect us to our identity, mindset and business code of ethics as a tool for climbing life’s mountains. But how do know when to move forward compared to when you are pushed?

In this episode, hostess Angelina Carleton and Devan Gonzalez break down why your legacy comes from betting on yourself to have a bigger impact more than an inheritance —it’s when you don’t know what’s around the corner, but you take the next steps anyways. You’ll learn how Devan’s ability to be a visionary in starting his national franchise then lead to his confidence to design his legacy so others can one day say “I wish you could have met this person”! Listen in to discover why you can’t let others give you their limiting beliefs and self-doubt in redefining legacy to shift your perspectives.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2029002940Fri, 07 Feb 2025 22:40:37 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Every day, we’re presented with opportunities to bet on our self – in challenges, in self-worth, and even in the disagreements to expand further. But have you ever wondered if your core values could be tied to this outcome? Values connect us to our identity, mindset and business code of ethics as a tool for climbing life’s mountains. But how do know when to move forward compared to when you are pushed?

In this episode, hostess Angelina Carleton and Devan Gonzalez break down why your legacy comes from betting on yourself to have a bigger impact more than an inheritance —it’s when you don’t know what’s around the corner, but you take the next steps anyways. You’ll learn how Devan’s ability to be a visionary in starting his national franchise then lead to his confidence to design his legacy so others can one day say “I wish you could have met this person”! Listen in to discover why you can’t let others give you their limiting beliefs and self-doubt in redefining legacy to shift your perspectives.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2617falsefullhttps://www.angelinacarleton.com/legacytips
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Art is needed in society, so as to avoid anarchy and violence, but have you ever wondered what it can do for your soul? Art, like scripture, has a remarkable ability to soothe as well as energize the spirit. Since only the heart can know its own bitterness, art can be solace for the darkest nights of the soul just as scripture can be a record to figure out what’s important. But how can the actions of creating, especially when aligned with your values, be key to finding the ley lines of your legacy?

In this week’s episode, hostess Angelina Carleton speaks with Rabbi Alon Ferency to unpack how art can assist with personal development, overcoming challenges as well as society at large burnout - so your legacy planning can happen with the best within you. He explores how your legacy can go beyond the immediacy of your family and community in what it means to be human and why we are here. He asks ‘what would you like to transmit beyond your life?’. Tune in for insights that’ll deepen your appreciation for what it is that makes your soul sing—even if you are so busy that you forget to read your Psalms.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2023048912Fri, 31 Jan 2025 22:37:39 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Art is needed in society, so as to avoid anarchy and violence, but have you ever wondered what it can do for your soul? Art, like scripture, has a remarkable ability to soothe as well as energize the spirit. Since only the heart can know its own bitterness, art can be solace for the darkest nights of the soul just as scripture can be a record to figure out what’s important. But how can the actions of creating, especially when aligned with your values, be key to finding the ley lines of your legacy?

In this week’s episode, hostess Angelina Carleton speaks with Rabbi Alon Ferency to unpack how art can assist with personal development, overcoming challenges as well as society at large burnout - so your legacy planning can happen with the best within you. He explores how your legacy can go beyond the immediacy of your family and community in what it means to be human and why we are here. He asks ‘what would you like to transmit beyond your life?’. Tune in for insights that’ll deepen your appreciation for what it is that makes your soul sing—even if you are so busy that you forget to read your Psalms.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2829falsefullhttps://www.angelinacarleton.com/legacytips
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Intuition has influenced the best inventors of the last few centuries, but have you ever wondered what intuition could do for your legacy? Intuition has an ability to make better connections in the moment for our life, business and relationships but how often can we slow ourselves down enough to tap into it? To receive its insights, in allowing ourselves to be bored or to make space for our brains to return to imagination, creativity and to feel our self-worth. But how can we access this world of the subtle for our inward knowledge?

In this podcast episode, hostess Angelina Carleton and Dr. Lenka Schulze unpack the relationship between intuition as the 1st compared to 6th sense and designing a fulfilling legacy. From carving out time for relaxation to understanding our education system before the industrial age, we explore how we got here today and how we can also allow our intuition to guide our life’s legacy plans. Tune in for insights that’ll deepen your appreciation for time off – even if consciousness and the quantum field seem too big and complex for daily life and your legacy!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2017415013Fri, 24 Jan 2025 18:37:01 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Intuition has influenced the best inventors of the last few centuries, but have you ever wondered what intuition could do for your legacy? Intuition has an ability to make better connections in the moment for our life, business and relationships but how often can we slow ourselves down enough to tap into it? To receive its insights, in allowing ourselves to be bored or to make space for our brains to return to imagination, creativity and to feel our self-worth. But how can we access this world of the subtle for our inward knowledge?

In this podcast episode, hostess Angelina Carleton and Dr. Lenka Schulze unpack the relationship between intuition as the 1st compared to 6th sense and designing a fulfilling legacy. From carving out time for relaxation to understanding our education system before the industrial age, we explore how we got here today and how we can also allow our intuition to guide our life’s legacy plans. Tune in for insights that’ll deepen your appreciation for time off – even if consciousness and the quantum field seem too big and complex for daily life and your legacy!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3572falsefullhttps://www.angelinacarleton.com/legacytips
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People always want to save money. Why add another fee in the daisy chain, unless you are either so busy or you need the guidance of a business broker? Founders often want to sell their business but they may want to keep control during the process, just like when they built their business. And yet, owners aren’t always realistic in their single focus – they have a vested interest but is the demand really there with buyers? You won’t know unless you test the market. Even if you obtain an appraisal (valuation), it’s an unknown number until you go to market.

In this podcast episode, hostess Angelina Carleton speaks with founder Evan Poling of www.bizretire.com about his training working with financial institutions that reported to FinCEN (under the Department of the Treasury) to what he saw with the US Dollar as a reserve currency under the Bank Secrecy Act. So with about 15 million businesses in the US today, what is the value to retaining a business broker when 90% of businesses are under a million dollars? What do sellers need to do to get their financials in order as well as their policies and procedures? Tune in so your legacy doesn’t get caught in a holding pattern if it is time to sell for your freedom and next life chapter.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2011567963Sat, 18 Jan 2025 00:21:43 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

People always want to save money. Why add another fee in the daisy chain, unless you are either so busy or you need the guidance of a business broker? Founders often want to sell their business but they may want to keep control during the process, just like when they built their business. And yet, owners aren’t always realistic in their single focus – they have a vested interest but is the demand really there with buyers? You won’t know unless you test the market. Even if you obtain an appraisal (valuation), it’s an unknown number until you go to market.

In this podcast episode, hostess Angelina Carleton speaks with founder Evan Poling of www.bizretire.com about his training working with financial institutions that reported to FinCEN (under the Department of the Treasury) to what he saw with the US Dollar as a reserve currency under the Bank Secrecy Act. So with about 15 million businesses in the US today, what is the value to retaining a business broker when 90% of businesses are under a million dollars? What do sellers need to do to get their financials in order as well as their policies and procedures? Tune in so your legacy doesn’t get caught in a holding pattern if it is time to sell for your freedom and next life chapter.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2642falsefullhttps://www.angelinacarleton.com/legacytips
-

Whether you have experienced it firsthand or not, disclaimers can save you, your company and your legacy a lot of time as well as money. Disclaimers help you clarify your business promises as well as what you are not guaranteeing. Without a clear disclaimer on your website and other literature, customers and prospects can assume results that are beyond your influence. So, why do disclaimers need to be part of your checklist and how can you draft one to make your business and legacy seamless?

In this podcast episode, hostess Angelina Carleton speaks with Matthew Fornaro, Esq. about disclaimers, articles of incorporation when going into business with family and friends as well as the “Force Majeure” clause for contracts. They break down why all of this niched legal knowledge, specific to family businesses and enterprising NextGen founders, are needed so you can stay the driving force behind your world class ideas. Listen in and discover how to protect your business and future from acts of God and other blind spots for fruition of your legacy vision.

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Matthew Fornaro has been a business law attorney serving South Florida, including Coral Springs and Parkland, since 2003. Before starting his law firm, he was an attorney at two prestigious AmLaw 200 law firms focusing on civil litigation. He practices complex commercial litigation, including contract disputes. Matthew, a member of the Florida Bar and District of Columbia Bar, also practices construction law, intellectual property law, homeowner and condominium association representation, and drafts and revises of business documents, including the formation of business organizations. He assists new business owners in choosing and drafting all legally required documents.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/2000185659Fri, 03 Jan 2025 16:08:25 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Whether you have experienced it firsthand or not, disclaimers can save you, your company and your legacy a lot of time as well as money. Disclaimers help you clarify your business promises as well as what you are not guaranteeing. Without a clear disclaimer on your website and other literature, customers and prospects can assume results that are beyond your influence. So, why do disclaimers need to be part of your checklist and how can you draft one to make your business and legacy seamless?

In this podcast episode, hostess Angelina Carleton speaks with Matthew Fornaro, Esq. about disclaimers, articles of incorporation when going into business with family and friends as well as the “Force Majeure” clause for contracts. They break down why all of this niched legal knowledge, specific to family businesses and enterprising NextGen founders, are needed so you can stay the driving force behind your world class ideas. Listen in and discover how to protect your business and future from acts of God and other blind spots for fruition of your legacy vision.

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Matthew Fornaro has been a business law attorney serving South Florida, including Coral Springs and Parkland, since 2003. Before starting his law firm, he was an attorney at two prestigious AmLaw 200 law firms focusing on civil litigation. He practices complex commercial litigation, including contract disputes. Matthew, a member of the Florida Bar and District of Columbia Bar, also practices construction law, intellectual property law, homeowner and condominium association representation, and drafts and revises of business documents, including the formation of business organizations. He assists new business owners in choosing and drafting all legally required documents.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2140falsefullhttps://www.angelinacarleton.com/legacytips
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How do you turn $200K into a $20M portfolio … to become the millionaire next door as you build wealth in your 20’s and 30’s? How do you convince your parents to go into business with you … when you find yourself as the pioneer entrepreneur in your family? Where do you find your support system to create those Saturday morning mastermind meetings and other positive accountability partners compared to falling back into ‘what’s comfortable’? Money, like success and failure, are magnifiers.

In this podcast episode, hostess Angelina Carleton speaks with Wyatt Simon who owns and operates a $20M vertically integrated real estate portfolio. He talks about his holistic ‘legacy plans in connection with his primary questions of ‘how can I make this better?’ as well as “how can I appreciate this more?’ As Wyatt leaned into 8am Saturday meetings to design his future legacy, beginning with the end in mind, he also wrote his eulogy so as to be and live fully committed to his legacy vision, story and identity.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1998527747Wed, 01 Jan 2025 16:10:18 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
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How do you turn $200K into a $20M portfolio … to become the millionaire next door as you build wealth in your 20’s and 30’s? How do you convince your parents to go into business with you … when you find yourself as the pioneer entrepreneur in your family? Where do you find your support system to create those Saturday morning mastermind meetings and other positive accountability partners compared to falling back into ‘what’s comfortable’? Money, like success and failure, are magnifiers.

In this podcast episode, hostess Angelina Carleton speaks with Wyatt Simon who owns and operates a $20M vertically integrated real estate portfolio. He talks about his holistic ‘legacy plans in connection with his primary questions of ‘how can I make this better?’ as well as “how can I appreciate this more?’ As Wyatt leaned into 8am Saturday meetings to design his future legacy, beginning with the end in mind, he also wrote his eulogy so as to be and live fully committed to his legacy vision, story and identity.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2732falsefullhttps://www.angelinacarleton.com/legacytips
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Have you ever wondered what it would take for your business to tap into the $2.1 trillion marketplace of customers who want to buy but have a disability? That’s exactly what society’s entrepreneurs and founders are missing today because most have no idea they are denying access both online and offline to clients as well as a talent pool who doesn’t want to accept government assistance. Just because someone is disabled doesn’t mean they don’t want to work or are incapable of it, but rather, a few modifications need to be made – including the change in perception.

In this podcast episode, hostess Angelina Carleton speaks with Angela Fowler about her legacy vision of bring access to those with disabilities which includes physical, digital and cultural accessibility. More than the strategies to create more revenue, Angela speaks into her life experiences as a totally blind woman who is a grandmother as well as one who aspires to design her legacy no matter the challenges! So why does it matter to update your business to include those whom are disabled? Tune in and hear Angela’s insights about real life access for all!

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Angela Fowler is a fully blind woman and yet, she has prevailed in her legacy vision to be featured in CEO Weekly, Women’s Journal, The Chicago Journal as well as The Atlanta Wire. With a website that offers courses specific to accessibility, she shows entrepreneurs how to increase their bottom line by leveraging the power of accessibility. She offers unique insights for businesses of all sizes to expand their market because not enough people are having this conversation today! Learn more at https://reallifeaccess.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1996100435Sat, 28 Dec 2024 19:56:54 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
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Have you ever wondered what it would take for your business to tap into the $2.1 trillion marketplace of customers who want to buy but have a disability? That’s exactly what society’s entrepreneurs and founders are missing today because most have no idea they are denying access both online and offline to clients as well as a talent pool who doesn’t want to accept government assistance. Just because someone is disabled doesn’t mean they don’t want to work or are incapable of it, but rather, a few modifications need to be made – including the change in perception.

In this podcast episode, hostess Angelina Carleton speaks with Angela Fowler about her legacy vision of bring access to those with disabilities which includes physical, digital and cultural accessibility. More than the strategies to create more revenue, Angela speaks into her life experiences as a totally blind woman who is a grandmother as well as one who aspires to design her legacy no matter the challenges! So why does it matter to update your business to include those whom are disabled? Tune in and hear Angela’s insights about real life access for all!

-

Angela Fowler is a fully blind woman and yet, she has prevailed in her legacy vision to be featured in CEO Weekly, Women’s Journal, The Chicago Journal as well as The Atlanta Wire. With a website that offers courses specific to accessibility, she shows entrepreneurs how to increase their bottom line by leveraging the power of accessibility. She offers unique insights for businesses of all sizes to expand their market because not enough people are having this conversation today! Learn more at https://reallifeaccess.com.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3069falsefullhttps://www.angelinacarleton.com/legacytips
In this episode, hostess Angelina Carleton speaks with Anthony Franco about the challenges he faced as a serial entrepreneur such as when his employees made egregious errors and finding his noble cause. He suggests his favorite books, his latest podcast as his gift to founders and crafting what his legacy looks like years before – do you want to have a say or just let it happen? After living the loneliness that comes with being an entrepreneur, he shares that founders don’t plan their legacy (like their exits!) until it is too late. If you have ever felt you lived a ‘fairly unbalanced life’, tune in and learn from one who has swam with the sharks to earn himself a Shark Tank deal for his hard cover coffee table book!

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A serial entrepreneur who’s built and exited 6 companies and helped hundreds of founders build great businesses. Anthony Franco has danced with the big leagues—launching tech and AI ventures, selling into Fortune 500 companies and government agencies, and even landing a Shark Tank deal with Mr. Wonderful himself! While his companies have earned industry awards and media attention, what he loves most is sharing the hard-won lessons nobody teaches you when you’re starting out. Anthony is a founder, builder, and deal maker with over 20 years of experience turning ideas into businesses. At Launch Partners today, Anthony works with manufacturers, influencers, and private equity brands to break into direct-to-consumer markets, helping them open new revenue streams and stand out in crowded spaces. As a licensed business broker, he also guides small and mid-sized business owners through the exit process, ensuring smooth and profitable transitions.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now. www.designurlegacy.com

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1995428887Fri, 27 Dec 2024 17:00:50 +0000Angelina CarletonAt least 90% of entrepreneurs end up in divorce, with depression or some other life tragedy because they have to answer to a tougher boss. Customers. Even if founders create the economic prosperity in their nations, the odds are stacked against them...
In this episode, hostess Angelina Carleton speaks with Anthony Franco about the challenges he faced as a serial entrepreneur such as when his employees made egregious errors and finding his noble cause. He suggests his favorite books, his latest podcast as his gift to founders and crafting what his legacy looks like years before – do you want to have a say or just let it happen? After living the loneliness that comes with being an entrepreneur, he shares that founders don’t plan their legacy (like their exits!) until it is too late. If you have ever felt you lived a ‘fairly unbalanced life’, tune in and learn from one who has swam with the sharks to earn himself a Shark Tank deal for his hard cover coffee table book!

-

A serial entrepreneur who’s built and exited 6 companies and helped hundreds of founders build great businesses. Anthony Franco has danced with the big leagues—launching tech and AI ventures, selling into Fortune 500 companies and government agencies, and even landing a Shark Tank deal with Mr. Wonderful himself! While his companies have earned industry awards and media attention, what he loves most is sharing the hard-won lessons nobody teaches you when you’re starting out. Anthony is a founder, builder, and deal maker with over 20 years of experience turning ideas into businesses. At Launch Partners today, Anthony works with manufacturers, influencers, and private equity brands to break into direct-to-consumer markets, helping them open new revenue streams and stand out in crowded spaces. As a licensed business broker, he also guides small and mid-sized business owners through the exit process, ensuring smooth and profitable transitions.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now. www.designurlegacy.com

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2809falsefullhttps://www.angelinacarleton.com/legacytips
In this week’s episode, hostess Angelina Carleton speaks with Andrew D Thompson, a former pro squash (like tennis!) player who competed globally and then, found himself blindsided with a health condition. Andrew shares how he leaned into his principle of “you have to take action each day” to rebuild his life to his ‘high performing’ best that he was used to. In this conversation, you’ll learn how ‘losing is learning’, ‘you are the same person after you fail, only wiser’, and facing your weaknesses helps you design your legacy for that next level. Listen in to discover how being ill for a season can create an even better outcome … as you can overcome failure for the knowledge to impact others!

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1991136243Sat, 21 Dec 2024 02:30:00 +0000Angelina CarletonLife’s health scares can leave you feeling emotional lows, regular setbacks, and even depression. And when you find yourself bedridden or hospitalized, the rest of your day can feel like a miracle if you can even function for 2 or 4 hours. Most people...
In this week’s episode, hostess Angelina Carleton speaks with Andrew D Thompson, a former pro squash (like tennis!) player who competed globally and then, found himself blindsided with a health condition. Andrew shares how he leaned into his principle of “you have to take action each day” to rebuild his life to his ‘high performing’ best that he was used to. In this conversation, you’ll learn how ‘losing is learning’, ‘you are the same person after you fail, only wiser’, and facing your weaknesses helps you design your legacy for that next level. Listen in to discover how being ill for a season can create an even better outcome … as you can overcome failure for the knowledge to impact others!

--

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2892falsefullhttps://www.angelinacarleton.com/legacytips
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Growing up with domestic violence is hard enough without finding yourself then in a marriage of the same frequency. If one decides that they will either ‘never be the victim’ or ‘never be the persecutor’, the decision is often rooted in pain. Yet, no matter how successful you are on the outside, the anatomy of the abuse cycle can follow with other unconscious decisions. Just because you got used to disrespect doesn’t need to accept it now as this can show up as ‘high functioning unhappiness’.

In this episode, hostess Angelina Carleton speaks with Rebeccah Silence, author of the book “Coming Back to Life” to unpack that your survival self isn’t who you are, it’s your personal agency around no longer being the victim. In the connection between emotional governance and designing your holistic legacy, tune in to learn best practices as well as a list of powerful questions to ask to break pattern around both inherited trauma patterns and the intergenerational transmission of violence. After all, what if legacy meant that we learned how to be careful with each other’s hearts?

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1978329167Tue, 10 Dec 2024 00:40:49 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
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Growing up with domestic violence is hard enough without finding yourself then in a marriage of the same frequency. If one decides that they will either ‘never be the victim’ or ‘never be the persecutor’, the decision is often rooted in pain. Yet, no matter how successful you are on the outside, the anatomy of the abuse cycle can follow with other unconscious decisions. Just because you got used to disrespect doesn’t need to accept it now as this can show up as ‘high functioning unhappiness’.

In this episode, hostess Angelina Carleton speaks with Rebeccah Silence, author of the book “Coming Back to Life” to unpack that your survival self isn’t who you are, it’s your personal agency around no longer being the victim. In the connection between emotional governance and designing your holistic legacy, tune in to learn best practices as well as a list of powerful questions to ask to break pattern around both inherited trauma patterns and the intergenerational transmission of violence. After all, what if legacy meant that we learned how to be careful with each other’s hearts?

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1763falsefullhttps://www.angelinacarleton.com/legacytips
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Deborah Heiser, Ph.D., is an Applied Developmental Psychologist, Founder of The Mentor Project, and an Adjunct Professor in the Psychology Department at SUNY Old Westbury. Deborah has additionally authored peer-reviewed articles, is co-editor of Spiritual Assessment and Intervention with Older Adults, and a frequent expert guest for syndicated and local talk radio shows, international and local podcasts, and print and online media outlets. She has been quoted in The New York Times, Seattle Times, Dallas Times and contributes to Thrive Global. Her research covers a wide range of topics related to aging, including depression identification, dementia, and frailty with grants awarded from NIA/NIH and Pfizer. She received an international award for her research on depression identification, as well as serving for 9 years on the Board of the State Society on Aging of New York and was President in 2008. Later In 2016, she served as President of Queens Psychological Association in New York.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1970061191Fri, 29 Nov 2024 18:53:24 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
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Deborah Heiser, Ph.D., is an Applied Developmental Psychologist, Founder of The Mentor Project, and an Adjunct Professor in the Psychology Department at SUNY Old Westbury. Deborah has additionally authored peer-reviewed articles, is co-editor of Spiritual Assessment and Intervention with Older Adults, and a frequent expert guest for syndicated and local talk radio shows, international and local podcasts, and print and online media outlets. She has been quoted in The New York Times, Seattle Times, Dallas Times and contributes to Thrive Global. Her research covers a wide range of topics related to aging, including depression identification, dementia, and frailty with grants awarded from NIA/NIH and Pfizer. She received an international award for her research on depression identification, as well as serving for 9 years on the Board of the State Society on Aging of New York and was President in 2008. Later In 2016, she served as President of Queens Psychological Association in New York.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1932falsefullhttps://www.angelinacarleton.com/legacytips
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Many people associate healing through medicine but what about healing through art, especially as you travel through public places such as airports, hospitals, hotel lobbies and shopping centers? It’s easy to forget that art can explore the connection between nature, our depth for compassion and our feelings … without even saying a word. If you’ve ever wondered how art can serve as a powerful bridge for emotional and psychological well-being, you’re not the only one. What if art can empower as well as heal its viewers?

In this episode, hostess Angelina Carleton speaks with Dr. Vasundhara (“Vasu”) Tolia to speak about her journey from stethoscope to paintbrush in her legacy thoughts. Vasu reveals how art can provide serenity as well as inspiration with humans who need healing, peace of mind and meaning. Learn how art can offer you resilience, recovery as well as renewal. Or tune in and get inspired by Dr. Tolia’s example of her designing her legacy, as she speaks at the Thrive Conference as well as the World Health Organization conference in living into her legacy vision! Visit https://www.vasutolia.art/designyourlegacy to receive your free gift.

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Public Art: Three paintings acquired by Baker College for their Royal Oak MI campus (October 2022) and one painting, "Determination," purchased by Henry Ford Medical Center for their Macomb facility (May 2023).

Publications: Featured in numerous magazines and blogs, including the cover art for CDC's Emerging Infectious Diseases (December 2022).

Exhibitions: Solo and group exhibitions across the U.S., with works featured in juried shows and art fairs.

Awards: Recipient of numerous accolades, such as the Future of Art Global Masterpiece Award (July 2024) and the Artist of the Future Award by Contemporary Art Curator Magazine (November 2020). Educational Contributions: Former Tenured Professor of Pediatrics at Wayne State University with over 150 research articles and book chapters.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1964584859Fri, 22 Nov 2024 13:07:11 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
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Many people associate healing through medicine but what about healing through art, especially as you travel through public places such as airports, hospitals, hotel lobbies and shopping centers? It’s easy to forget that art can explore the connection between nature, our depth for compassion and our feelings … without even saying a word. If you’ve ever wondered how art can serve as a powerful bridge for emotional and psychological well-being, you’re not the only one. What if art can empower as well as heal its viewers?

In this episode, hostess Angelina Carleton speaks with Dr. Vasundhara (“Vasu”) Tolia to speak about her journey from stethoscope to paintbrush in her legacy thoughts. Vasu reveals how art can provide serenity as well as inspiration with humans who need healing, peace of mind and meaning. Learn how art can offer you resilience, recovery as well as renewal. Or tune in and get inspired by Dr. Tolia’s example of her designing her legacy, as she speaks at the Thrive Conference as well as the World Health Organization conference in living into her legacy vision! Visit https://www.vasutolia.art/designyourlegacy to receive your free gift.

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Public Art: Three paintings acquired by Baker College for their Royal Oak MI campus (October 2022) and one painting, "Determination," purchased by Henry Ford Medical Center for their Macomb facility (May 2023).

Publications: Featured in numerous magazines and blogs, including the cover art for CDC's Emerging Infectious Diseases (December 2022).

Exhibitions: Solo and group exhibitions across the U.S., with works featured in juried shows and art fairs.

Awards: Recipient of numerous accolades, such as the Future of Art Global Masterpiece Award (July 2024) and the Artist of the Future Award by Contemporary Art Curator Magazine (November 2020). Educational Contributions: Former Tenured Professor of Pediatrics at Wayne State University with over 150 research articles and book chapters.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2430falsefullhttps://www.angelinacarleton.com/legacytips
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Managing and organizing your online passwords can feel taxing, especially when you have a total of 168 accounts with cryptocurrency, digital photographs and online retailers. It’s easy to think all your “identity protection” stays intact online after you pass but the truth is you have no rights or expectation of privacy without a Trustee or Fiduciary to handle your accounts. If you have ever struggled with the realization of how much of your life is lived online or wondered if the ‘search engines’ will decide your legacy fate, you’re not alone. What if we all have a legacy to protect in the thoughts behind the actions and the knowledge worth passing on to the NextGen?

In this episode, hostess Angelina Carleton speaks with Richard Zack, founder of Eternal.Me, to reveal that most estate planners do not want to hold your crypto keys and what you can do about it. Learn how to organize your passwords as a start as well as your domain names … as most crypto currency companies will only provide a secure key transfer if your portfolio exceeds $10M. Tune in and receive actionable steps to design your digital legacy plan and hear a few stories so you can pass on your generation of photos and all the other account data that’s online. - Eternal Me is an enterprise Digital Estate and Legacy Management platform that commenced in October 2023, based out of the NYC (USA) Metro Area. Richard Zack is the Founder. “The emergence of digital assets has significantly complicated the estate planning process in several ways… The sheer volume and variety of digital assets can make it difficult to identify and manage all relevant holdings. An incomplete inventory can also pose challenges during estate administration, complicating the identification and access of digital assets and potentially delaying the settlement process.” This is Just the Beginning for Digital Assets. Are You Prepared? Visit eternal.me to learn more!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1958938971Fri, 15 Nov 2024 11:16:21 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Managing and organizing your online passwords can feel taxing, especially when you have a total of 168 accounts with cryptocurrency, digital photographs and online retailers. It’s easy to think all your “identity protection” stays intact online after you pass but the truth is you have no rights or expectation of privacy without a Trustee or Fiduciary to handle your accounts. If you have ever struggled with the realization of how much of your life is lived online or wondered if the ‘search engines’ will decide your legacy fate, you’re not alone. What if we all have a legacy to protect in the thoughts behind the actions and the knowledge worth passing on to the NextGen?

In this episode, hostess Angelina Carleton speaks with Richard Zack, founder of Eternal.Me, to reveal that most estate planners do not want to hold your crypto keys and what you can do about it. Learn how to organize your passwords as a start as well as your domain names … as most crypto currency companies will only provide a secure key transfer if your portfolio exceeds $10M. Tune in and receive actionable steps to design your digital legacy plan and hear a few stories so you can pass on your generation of photos and all the other account data that’s online. - Eternal Me is an enterprise Digital Estate and Legacy Management platform that commenced in October 2023, based out of the NYC (USA) Metro Area. Richard Zack is the Founder. “The emergence of digital assets has significantly complicated the estate planning process in several ways… The sheer volume and variety of digital assets can make it difficult to identify and manage all relevant holdings. An incomplete inventory can also pose challenges during estate administration, complicating the identification and access of digital assets and potentially delaying the settlement process.” This is Just the Beginning for Digital Assets. Are You Prepared? Visit eternal.me to learn more!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2348falsefullhttps://www.angelinacarleton.com/legacytips
-

What if you own your life insurance policy the same way you own your own home? What if your life insurance policy could fund your holistic legacy vision? Less than 10% of insurance brokers know about this niche and many life insurance companies prohibit discussions about this topic. Yet, 90-95% of life insurance policies will either lapse or get surrendered at the tune of $112B. To make matters more interesting, most accountants classify a life insurance policy as an expense because you have to write a check once a month. Never mind that life insurance companies are now financial services companies when you watch any golf tournament these days.

In this episode, hostess Angelina Carleton speaks with Rob Haynie who has been named as one of the top 10 most influential people in the life settlement industry worldwide. From his 31 years in the business, Rob reveals how your life insurance policies is its own asset class with more stability that you realize. Learn how to pay the minimum, if need be, compared to the premium and how a life settlement can allow you to age in place, buy that expensive car, pay for education of loved ones, take those overseas vacations or fly your extended family in for a reunion. Tune in and get actionable steps to reflect on what it is you do own and what those assets should be doing for your wishes and legacy vision!

-

Did you know you could sell an unwanted, unneeded or unaffordable life insurance policy for cash? LIFE SETTLEMENTS help people liquidate their existing life insurance policies instead of surrendering or lapsing them for less money. It's essentially a free, non-binding appraisal that helps discover the true value of each life insurance policy. Learn more about Rob Hayne at his Forbes page: https://councils.forbes.com/profile/Rob-Haynie-Managing-Director-Life-Insurance-Settlements-Inc/0b363e3e-46db-4405-89dd-6ad2e614862f

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1953106119Fri, 08 Nov 2024 14:13:08 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

What if you own your life insurance policy the same way you own your own home? What if your life insurance policy could fund your holistic legacy vision? Less than 10% of insurance brokers know about this niche and many life insurance companies prohibit discussions about this topic. Yet, 90-95% of life insurance policies will either lapse or get surrendered at the tune of $112B. To make matters more interesting, most accountants classify a life insurance policy as an expense because you have to write a check once a month. Never mind that life insurance companies are now financial services companies when you watch any golf tournament these days.

In this episode, hostess Angelina Carleton speaks with Rob Haynie who has been named as one of the top 10 most influential people in the life settlement industry worldwide. From his 31 years in the business, Rob reveals how your life insurance policies is its own asset class with more stability that you realize. Learn how to pay the minimum, if need be, compared to the premium and how a life settlement can allow you to age in place, buy that expensive car, pay for education of loved ones, take those overseas vacations or fly your extended family in for a reunion. Tune in and get actionable steps to reflect on what it is you do own and what those assets should be doing for your wishes and legacy vision!

-

Did you know you could sell an unwanted, unneeded or unaffordable life insurance policy for cash? LIFE SETTLEMENTS help people liquidate their existing life insurance policies instead of surrendering or lapsing them for less money. It's essentially a free, non-binding appraisal that helps discover the true value of each life insurance policy. Learn more about Rob Hayne at his Forbes page: https://councils.forbes.com/profile/Rob-Haynie-Managing-Director-Life-Insurance-Settlements-Inc/0b363e3e-46db-4405-89dd-6ad2e614862f

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2237falsefullhttps://www.angelinacarleton.com/legacytips
-

Self-publishing has become far more confusing than it needs to be. The truth is you don’t have to work with a third party publisher, to publish your book. Not only will you have to pay them for the production, editing and design of your book, you will lose control in other ways … including the sales of your book on the back end. But what do you do if you still don’t know how to format a book yourself and paying a graphic designer $50 doesn’t cut it for quality in the marketplace?

In this episode, Angelina Carleton speaks with Michele DeFilippo, founder of 1106 Design, about her 50 years of experience starting at Crown Publishing in Manhattan, New York (USA). Michele offers tips such as how by simply opening two accounts online, you can ‘print on demand’ as well as have global distribution at your fingertips. While she teaches you that an editor is essential, as even the Pope and Steven King have editors, there is also a need for your memoir to comfort as well as inspire readers as a starting point. If you aren’t sure about typesetting, as in your internal page design and how to format your book, or how to calculate future royalties, this podcast conversation will be a great introduction to publish like the pros!

A PDF of her 88-page guide, Publish Like the Pros: A Brief Guide to Quality Self-Publishing, can be downloaded for free at http://1106design.com.

-

Self-publishing means the AUTHOR is the publisher, but you'd never know that from browsing the internet. Most authors believe a publisher is necessary, that they must sign away their rights, creative control, and revenues to offer their books to the public. This is not the case! 1106 Design's mission is to help authors publish books without sharing a penny of their net revenue* from sales with a publisher. We provide self-publishing peace with quality services, reliable publishing advice, and the convenience of project management at every stage.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1948836207Sun, 03 Nov 2024 22:52:53 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Self-publishing has become far more confusing than it needs to be. The truth is you don’t have to work with a third party publisher, to publish your book. Not only will you have to pay them for the production, editing and design of your book, you will lose control in other ways … including the sales of your book on the back end. But what do you do if you still don’t know how to format a book yourself and paying a graphic designer $50 doesn’t cut it for quality in the marketplace?

In this episode, Angelina Carleton speaks with Michele DeFilippo, founder of 1106 Design, about her 50 years of experience starting at Crown Publishing in Manhattan, New York (USA). Michele offers tips such as how by simply opening two accounts online, you can ‘print on demand’ as well as have global distribution at your fingertips. While she teaches you that an editor is essential, as even the Pope and Steven King have editors, there is also a need for your memoir to comfort as well as inspire readers as a starting point. If you aren’t sure about typesetting, as in your internal page design and how to format your book, or how to calculate future royalties, this podcast conversation will be a great introduction to publish like the pros!

A PDF of her 88-page guide, Publish Like the Pros: A Brief Guide to Quality Self-Publishing, can be downloaded for free at http://1106design.com.

-

Self-publishing means the AUTHOR is the publisher, but you'd never know that from browsing the internet. Most authors believe a publisher is necessary, that they must sign away their rights, creative control, and revenues to offer their books to the public. This is not the case! 1106 Design's mission is to help authors publish books without sharing a penny of their net revenue* from sales with a publisher. We provide self-publishing peace with quality services, reliable publishing advice, and the convenience of project management at every stage.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1668falsefullhttps://www.angelinacarleton.com/legacytips
-

As an entrepreneur, you’ve been given a hand of cards, but how do you play them in your favor – especially after you have been laid off? Without a set of core values to lean into, you could give up on yourself compared to asking the question of what it is you can do each day to influence your situation … in the positive? What is it about you that will live on? How do you treat others when they are down? How have you helped others find their light within?

In this episode, hostess Angelina Carleton speaks with real estate developer Lance Cayko to share how he went from irrigating sugar beets as a child on a farm to running a 7-figure building business to build the home of an Elon Musk mentee. This conversation covers how Lance began his journey with roofs to expanding his capacity for money to learning how to deal with bankers where approved drawings are treated as cash. If you have ever dreamed of adding a real estate development to your legacy portfolio, or you need a little inspiration, you’ll hear how Lance woke up both scared and excited for years to see his legacy vision come to life. Tune in if you’re ready to plan your holistic legacy from the ground up!

-

Lance Cayko is an architect, builder, and lecturer. He is the co-founder and partner of F9 Productions Inc., a design + build firm based in Longmont Colorado. The company has grown to become one of the premier design + build firms in the region. Lance teaches at the University of Colorado Boulder and his Alma Mater North Dakota State University. He is also a philanthropist as the founder and President of Longmont Community Gardens, a non-profit that promotes urban sustainable gardening, education, and community involvement.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1944411523Tue, 29 Oct 2024 01:42:58 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

As an entrepreneur, you’ve been given a hand of cards, but how do you play them in your favor – especially after you have been laid off? Without a set of core values to lean into, you could give up on yourself compared to asking the question of what it is you can do each day to influence your situation … in the positive? What is it about you that will live on? How do you treat others when they are down? How have you helped others find their light within?

In this episode, hostess Angelina Carleton speaks with real estate developer Lance Cayko to share how he went from irrigating sugar beets as a child on a farm to running a 7-figure building business to build the home of an Elon Musk mentee. This conversation covers how Lance began his journey with roofs to expanding his capacity for money to learning how to deal with bankers where approved drawings are treated as cash. If you have ever dreamed of adding a real estate development to your legacy portfolio, or you need a little inspiration, you’ll hear how Lance woke up both scared and excited for years to see his legacy vision come to life. Tune in if you’re ready to plan your holistic legacy from the ground up!

-

Lance Cayko is an architect, builder, and lecturer. He is the co-founder and partner of F9 Productions Inc., a design + build firm based in Longmont Colorado. The company has grown to become one of the premier design + build firms in the region. Lance teaches at the University of Colorado Boulder and his Alma Mater North Dakota State University. He is also a philanthropist as the founder and President of Longmont Community Gardens, a non-profit that promotes urban sustainable gardening, education, and community involvement.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3095falsefullhttps://www.angelinacarleton.com/legacytips
-

If you think your natural superpowers will propel your legacy planning forward, think again. Too often, entrepreneurs do not know their core strengths nor the hidden opportunities that are around them. They focus on what they do know – in what has got them to success to this point – but forget to make room for what it is they don’t know … in uncovering blind spots, unblock mindset challenges or finding a community that ‘gets you’. Without this space and time set aside to give and receive true feedback in the exchange of ideas, your lifelong learning stops. What if, instead of letting your head trash, or the imposter syndrome, influence your legacy, you defined it with a most trusted team?

In this week’s episode, hostess Angelina Carleton speaks with philanthropist Jeremy Shapiro about the value of a Mastermind group for your legacy. If Jeremy had to break down who he would want to carefully curate to be in the room, he would start with 5 avatars and work from there for the cross pollination of ideas. For business owners though, a legacy needs to be more than the business … it also needs to be about the people you inspire and the lives you touch. Jeremy reveals the 4 guiding principles of his legacy as well as what will fill the pages of his hardcover coffee table book, including ‘saying yes’ to adventures all around the world. Listen in and start designing the master mind group for your legacy with inspiration and focus. Learn more about Jeremy at https://bayareamastermind.com/about.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now. 

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1941976631Fri, 25 Oct 2024 16:10:49 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

If you think your natural superpowers will propel your legacy planning forward, think again. Too often, entrepreneurs do not know their core strengths nor the hidden opportunities that are around them. They focus on what they do know – in what has got them to success to this point – but forget to make room for what it is they don’t know … in uncovering blind spots, unblock mindset challenges or finding a community that ‘gets you’. Without this space and time set aside to give and receive true feedback in the exchange of ideas, your lifelong learning stops. What if, instead of letting your head trash, or the imposter syndrome, influence your legacy, you defined it with a most trusted team?

In this week’s episode, hostess Angelina Carleton speaks with philanthropist Jeremy Shapiro about the value of a Mastermind group for your legacy. If Jeremy had to break down who he would want to carefully curate to be in the room, he would start with 5 avatars and work from there for the cross pollination of ideas. For business owners though, a legacy needs to be more than the business … it also needs to be about the people you inspire and the lives you touch. Jeremy reveals the 4 guiding principles of his legacy as well as what will fill the pages of his hardcover coffee table book, including ‘saying yes’ to adventures all around the world. Listen in and start designing the master mind group for your legacy with inspiration and focus. Learn more about Jeremy at https://bayareamastermind.com/about.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now. 

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2699falsefullhttps://www.angelinacarleton.com/legacytips
-

How do you share what’s under your ‘social mask’ without feeling shy? A lot of individuals have layers of depth that get hidden under expected confidence to survive in the world, but how do you tap into the essence of your genuine personality in the ‘something’ that is more still ... under the layers in the silence vs. the mental noise? How do you find the expression of your identity to design a legacy beyond the mental noise, in the depth of what’s truly there in your personality? Without curiosity, it’s easy to lose perspective about life, daily moments as well as the cultural nuances.

In this podcast episode, hostess Angelina Carleton speaks with Enzo Del Verme, an international photographer who has worked with Vogue, Elle, GQ, Glamour and Vanity Fair to share his private thoughts about how designing his holistic legacy includes leading others to new discoveries.  As Enzo begins the next chapter of his life, in teaching photography through retreats in Tuscany, Italy, he also speaks into how legacy is about soft skills beyond the camera. If you’ve ever wondered how to find inspiration when stress sabotages your legacy plans, this episode gives you a few remedies in how to start and where to find it.  Listen in and learn how to tap into the essence within you so distractions are transformed into deeper connections!

Check out Photography Retreats: https://www.photography-retreats.com/ Subscribe to: https://www.instagram.com/enzodalverme/

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1937268374Fri, 18 Oct 2024 13:16:47 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

How do you share what’s under your ‘social mask’ without feeling shy? A lot of individuals have layers of depth that get hidden under expected confidence to survive in the world, but how do you tap into the essence of your genuine personality in the ‘something’ that is more still ... under the layers in the silence vs. the mental noise? How do you find the expression of your identity to design a legacy beyond the mental noise, in the depth of what’s truly there in your personality? Without curiosity, it’s easy to lose perspective about life, daily moments as well as the cultural nuances.

In this podcast episode, hostess Angelina Carleton speaks with Enzo Del Verme, an international photographer who has worked with Vogue, Elle, GQ, Glamour and Vanity Fair to share his private thoughts about how designing his holistic legacy includes leading others to new discoveries.  As Enzo begins the next chapter of his life, in teaching photography through retreats in Tuscany, Italy, he also speaks into how legacy is about soft skills beyond the camera. If you’ve ever wondered how to find inspiration when stress sabotages your legacy plans, this episode gives you a few remedies in how to start and where to find it.  Listen in and learn how to tap into the essence within you so distractions are transformed into deeper connections!

Check out Photography Retreats: https://www.photography-retreats.com/ Subscribe to: https://www.instagram.com/enzodalverme/

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2824falsefullhttps://www.angelinacarleton.com/legacytips
-

Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress. As a financial expert, blogger and host of the Taming the High Cost of College podcast, Brad has been sharing his college planning insights with clients, subscribers and listeners for nearly 20 years. He teaches parents the best ways to save and pay for college, including how to find the right school, maximize financial aid and scholarships, avoid student loan debt, and make your children’s college dreams come true without wiping out your finances or retirement. Since 1998, Brad has become one of the nation’s leading college planning and college financial experts. He offers life-changing advice through his private practice, his online platforms, and at numerous workshops, seminars and events each year.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1934861864Mon, 14 Oct 2024 16:01:09 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress. As a financial expert, blogger and host of the Taming the High Cost of College podcast, Brad has been sharing his college planning insights with clients, subscribers and listeners for nearly 20 years. He teaches parents the best ways to save and pay for college, including how to find the right school, maximize financial aid and scholarships, avoid student loan debt, and make your children’s college dreams come true without wiping out your finances or retirement. Since 1998, Brad has become one of the nation’s leading college planning and college financial experts. He offers life-changing advice through his private practice, his online platforms, and at numerous workshops, seminars and events each year.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2988falsefullhttps://www.angelinacarleton.com/legacytips
-

Legacy can often be a ‘throw away’ word in seeing how families are burying their heads in the sand, having no communication around future emotional wishes or missed communications as if the paperwork is supposed to do all the talking. Not only is there a lack of preparation in the largest wealth transfer that coming in the next decade, but parents aren’t passing on confidence alongside money and assets. And adult children can lose their mind when it comes to entitlement, no matter how much their behavior baffles others. Yet, do you really know what’s needed to take on the job of an executor when it’s more than a noble favor?

In this “Design Your Legacy” podcast, hostess Angelina Carleton speaks with David Edey from Quebec, Montreal (Canada) about his experiences in court when a will is not enough when a family breaks apart due to entitlement amongst siblings. Who pays the bills when the court steps in and no executor is named for investment properties or businesses? What truly happens when all of it comes to a grinding halt in the domino effect. The remedy is in family meetings, a cohesive culture where shared values are lived into and ‘how’ you leave others in the planning ahead of time. Tune in and hear the tips and insights that could save you heartache in breaking the cycle of silence around wounds and entitlement through even writing legacy love letters.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1933250240Fri, 11 Oct 2024 13:33:13 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Legacy can often be a ‘throw away’ word in seeing how families are burying their heads in the sand, having no communication around future emotional wishes or missed communications as if the paperwork is supposed to do all the talking. Not only is there a lack of preparation in the largest wealth transfer that coming in the next decade, but parents aren’t passing on confidence alongside money and assets. And adult children can lose their mind when it comes to entitlement, no matter how much their behavior baffles others. Yet, do you really know what’s needed to take on the job of an executor when it’s more than a noble favor?

In this “Design Your Legacy” podcast, hostess Angelina Carleton speaks with David Edey from Quebec, Montreal (Canada) about his experiences in court when a will is not enough when a family breaks apart due to entitlement amongst siblings. Who pays the bills when the court steps in and no executor is named for investment properties or businesses? What truly happens when all of it comes to a grinding halt in the domino effect. The remedy is in family meetings, a cohesive culture where shared values are lived into and ‘how’ you leave others in the planning ahead of time. Tune in and hear the tips and insights that could save you heartache in breaking the cycle of silence around wounds and entitlement through even writing legacy love letters.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1803falsefullhttps://www.angelinacarleton.com/legacytips
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What if your intuition could help guide the design of your legacy but you aren't sure where to start? Tune is to hear first hand insights in this podcast conversation and then, learn more about Dr. Lenka Schulze at www.lenka.org! 

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1930565282Mon, 07 Oct 2024 17:42:02 +0000Angelina CarletonUnsure on where to start in and with your legacy? Frustrated by the lack of authentic support online to clarify your vision for your life's legacy? Imagine turning that around in just six months. Receive the coaching you need to define, develop and...
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What if your intuition could help guide the design of your legacy but you aren't sure where to start? Tune is to hear first hand insights in this podcast conversation and then, learn more about Dr. Lenka Schulze at www.lenka.org! 

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2608falsefullhttps://www.angelinacarleton.com/legacytips
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Pressure is a privilege, but you can’t get anywhere on an empty tank. Your diet lacks protein, your schedule lacks exercise time, and your body holds on to too much stress. How many times have you reminded yourself you can’t keep going on … unbalanced and unhealthy? Without the internal reflection to reframe your stress or a coach to hold you accountable no matter the anxiety levels, your body may become more lethargic – especially when you don’t start with good habits young. What if the answer is that, at the end of the day, we can all find the time to live fully fueled no matter the life season?

In this Design Your Legacy podcast episode, hostess Angelina Carleton speaks with Matt Tack about how he has transformed his life through exercise and his commitment to Jesus Christ for the ‘movement piece’. From 15-20 minute workouts with a set of kettlebells at home to extending empathy in what health and wellness look like to you, they break down bio hacks and tips for any lifestyle. Matt also shares what legacy means to him and how to fully fuel your holistic legacy plans. Tune in to learn how to create more muscle mass and focus on what matters most – incorporating in resistance training and designing your legacy.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1928746403Fri, 04 Oct 2024 11:22:57 +0000Angelina CarletonUnsure on where to start in your legacy planning? Frustrated by the lack of authentic support online to clarify your vision for your life's legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
--

Pressure is a privilege, but you can’t get anywhere on an empty tank. Your diet lacks protein, your schedule lacks exercise time, and your body holds on to too much stress. How many times have you reminded yourself you can’t keep going on … unbalanced and unhealthy? Without the internal reflection to reframe your stress or a coach to hold you accountable no matter the anxiety levels, your body may become more lethargic – especially when you don’t start with good habits young. What if the answer is that, at the end of the day, we can all find the time to live fully fueled no matter the life season?

In this Design Your Legacy podcast episode, hostess Angelina Carleton speaks with Matt Tack about how he has transformed his life through exercise and his commitment to Jesus Christ for the ‘movement piece’. From 15-20 minute workouts with a set of kettlebells at home to extending empathy in what health and wellness look like to you, they break down bio hacks and tips for any lifestyle. Matt also shares what legacy means to him and how to fully fuel your holistic legacy plans. Tune in to learn how to create more muscle mass and focus on what matters most – incorporating in resistance training and designing your legacy.

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3890falsefullhttps://www.angelinacarleton.com/legacytips
--

Society often discriminates against people with disabilities – which results in those individuals having even more to overcome. When one finds themselves in and out of surgery for decades, you might think that man or woman would just give up and throw in the towels. Then, with the passing of caregivers such as both parents, an individual can then find themselves in loss of their key support network as well as having to work through stages of grief. So, how does anyone turn that around to design a legacy based on the pillars of their values and guiding principles?

In this episode of Design Your Legacy, hostess Angelina Carleton speaks with Win Charles, a published author who is working on her second college degree … Win who was born in 1987 with cerebral palsy. We chat about how she gives it all to a higher power, meditates daily and stays disciplined so as to live a fabulous life. Win shares her journey of losing both her parents, her dad being the entrepreneur, to learning how to overcome the gawking stares of children to the adults who are too busy to open a door to the struggle around parking spaces. Yet, you’ll learn that legacy, for Win, means being a positive role model for all as she carried the Olympic torch to “spread a message of peace and friendship between peoples”. Listen in and get inspired to design your legacy no matter what it is you face in discrimination or with a disability!

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1926005246Sun, 29 Sep 2024 23:14:43 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
--

Society often discriminates against people with disabilities – which results in those individuals having even more to overcome. When one finds themselves in and out of surgery for decades, you might think that man or woman would just give up and throw in the towels. Then, with the passing of caregivers such as both parents, an individual can then find themselves in loss of their key support network as well as having to work through stages of grief. So, how does anyone turn that around to design a legacy based on the pillars of their values and guiding principles?

In this episode of Design Your Legacy, hostess Angelina Carleton speaks with Win Charles, a published author who is working on her second college degree … Win who was born in 1987 with cerebral palsy. We chat about how she gives it all to a higher power, meditates daily and stays disciplined so as to live a fabulous life. Win shares her journey of losing both her parents, her dad being the entrepreneur, to learning how to overcome the gawking stares of children to the adults who are too busy to open a door to the struggle around parking spaces. Yet, you’ll learn that legacy, for Win, means being a positive role model for all as she carried the Olympic torch to “spread a message of peace and friendship between peoples”. Listen in and get inspired to design your legacy no matter what it is you face in discrimination or with a disability!

--

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2314falsefullhttps://www.angelinacarleton.com/legacytips
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You find yourself coasting in life, but what if your fears are just assumptions? When scarcity thinking builds up in your head, you might forget to bring your unique gifts into the world and thus, like a self-fulfilling prophecy … sabotage your legacy. With both your soft skills and core values, you may be underestimating how your presence could leave people better than they are – the imprint of your legacy. So, how do you shift to optimize for enjoyment above progress for memory dividends?  

In this episode of Design Your Legacy, hostess Angelina Carleton speaks with James Brackin IV about how he lost his father, uncle and grandfather – his male role models starting at age 6.  James shares how he would like, as a rising coach who collaborates with the best minds in the industry, to help others believe in themselves once again. To remind each man and woman to invest in themselves. To give all individuals permission to remember how abundant they and the world is. To lean more into intuition. Because positive beliefs are a choice and there’s a cost to inaction, and what one may need to unlearn. Listen in and hear how James transformed his life with his library of books and by committing in his personal development to inspire your legacy planning.

Learn more about James at https://podcasts.apple.com/us/podcast/you-can-too-with-james-brackin-iv/id1593897435.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1924994879Fri, 27 Sep 2024 20:02:28 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
--

You find yourself coasting in life, but what if your fears are just assumptions? When scarcity thinking builds up in your head, you might forget to bring your unique gifts into the world and thus, like a self-fulfilling prophecy … sabotage your legacy. With both your soft skills and core values, you may be underestimating how your presence could leave people better than they are – the imprint of your legacy. So, how do you shift to optimize for enjoyment above progress for memory dividends?  

In this episode of Design Your Legacy, hostess Angelina Carleton speaks with James Brackin IV about how he lost his father, uncle and grandfather – his male role models starting at age 6.  James shares how he would like, as a rising coach who collaborates with the best minds in the industry, to help others believe in themselves once again. To remind each man and woman to invest in themselves. To give all individuals permission to remember how abundant they and the world is. To lean more into intuition. Because positive beliefs are a choice and there’s a cost to inaction, and what one may need to unlearn. Listen in and hear how James transformed his life with his library of books and by committing in his personal development to inspire your legacy planning.

Learn more about James at https://podcasts.apple.com/us/podcast/you-can-too-with-james-brackin-iv/id1593897435.

--

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2146falsefullhttps://www.angelinacarleton.com/legacytips
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What’s the real cost of rushing through life? It’s more than just the missed moments to connect and/or slowing down in the desire to connect, in finding the richness of a “third place” beyond your home and work. Many individuals earn money for survival and future savings, but what about for exclusive experiences that make life meaninging? What about the space to learn about wine, even if your first thought might be that wine is pretentious?

In this “Design Your Legacy” episode, hostess Angelina Carleton speaks with Damon Raque, Managing Partner of The Bottle Bank, a 9,000 square foot experiential tasting lounge, private event spaces and membership-based private wine cellaring in Atlanta, GA (USA). Damon shares his vision for what Bottle Bank can do for wine in what Starbucks did for coffee, in ‘doing it better’ in the experience of customers learning why they like what they like to then want to discover more. With his attention to detail and commitment to elevated levels of service, Damon shares how your legacy can include this ‘third place’ to share your hopes, discuss your day’s events, and create curated nights with friends. Listen in and then visit 1 Midtown Plaza for your best, bespoke wine tasting moments! Book your reservation at www.bottlebank.com.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1920492587Fri, 20 Sep 2024 20:55:22 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
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What’s the real cost of rushing through life? It’s more than just the missed moments to connect and/or slowing down in the desire to connect, in finding the richness of a “third place” beyond your home and work. Many individuals earn money for survival and future savings, but what about for exclusive experiences that make life meaninging? What about the space to learn about wine, even if your first thought might be that wine is pretentious?

In this “Design Your Legacy” episode, hostess Angelina Carleton speaks with Damon Raque, Managing Partner of The Bottle Bank, a 9,000 square foot experiential tasting lounge, private event spaces and membership-based private wine cellaring in Atlanta, GA (USA). Damon shares his vision for what Bottle Bank can do for wine in what Starbucks did for coffee, in ‘doing it better’ in the experience of customers learning why they like what they like to then want to discover more. With his attention to detail and commitment to elevated levels of service, Damon shares how your legacy can include this ‘third place’ to share your hopes, discuss your day’s events, and create curated nights with friends. Listen in and then visit 1 Midtown Plaza for your best, bespoke wine tasting moments! Book your reservation at www.bottlebank.com.

--

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1858falsefullhttps://www.angelinacarleton.com/legacytips
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Accumulating external success to never have to feel the past or present – allows one to focus on the future as an escape. But for most founders and entrepreneurs, this future falls short when tragedy arrives (again) and you find yourself at the choice point of reviewing the movie of life, a cross roads to make different choices in a second chance as well as to reset the family patterns. When no one else is willing to be the leader, you might just find yourself going against the karma of the past in order to design that better legacy. So what if in force and magnetics, you are left only to draw in different people in the development of that legacy plan?

In this episode, I speak with business owner Alan Lazaros about how “social courage" matters in one’s ability to stand up for the value of their legacy, compared to being a “social coward” in not telling the truths. Alan talks about healing his trauma in facing his flight, fight and fawn responses and seeing mortality as an emotional experience compared to an intellectual concept. Alan breaks down his journey as well as remedies to help anyone achieve their legacy mission, whether you’re living with “boats and BS” or an “abandoned by all” lonely achiever’s lifestyle. Tune in and learn how to design your fulfilling legacy plan without sacrificing your identity or values!

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1916131985Fri, 13 Sep 2024 17:16:25 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Accumulating external success to never have to feel the past or present – allows one to focus on the future as an escape. But for most founders and entrepreneurs, this future falls short when tragedy arrives (again) and you find yourself at the choice point of reviewing the movie of life, a cross roads to make different choices in a second chance as well as to reset the family patterns. When no one else is willing to be the leader, you might just find yourself going against the karma of the past in order to design that better legacy. So what if in force and magnetics, you are left only to draw in different people in the development of that legacy plan?

In this episode, I speak with business owner Alan Lazaros about how “social courage" matters in one’s ability to stand up for the value of their legacy, compared to being a “social coward” in not telling the truths. Alan talks about healing his trauma in facing his flight, fight and fawn responses and seeing mortality as an emotional experience compared to an intellectual concept. Alan breaks down his journey as well as remedies to help anyone achieve their legacy mission, whether you’re living with “boats and BS” or an “abandoned by all” lonely achiever’s lifestyle. Tune in and learn how to design your fulfilling legacy plan without sacrificing your identity or values!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2641falsefullhttps://www.angelinacarleton.com/legacytips
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Are you losing sleep over the details? Overthinking and worrying about details that don't matter in the big picture? It takes courage to be honest with yourself, both about what you are good at as well as what it is you actually love ... more than the chasing of money. Especially when the business gets built up to the $30-40M range and it comes time to sell and how you choose to live the rest of your life. So how do you solve the puzzle of how to build a business in today's marketplace as well as design a legacy that allows you to live a full life?

In this episode of the "Design Your Legacy" podcast, I speak with Jeremy Parker, a founder who recently sold his business as his consistency compounded over the years. Jeremy talks about how his focus is on the process and how legacy means making yourself proud re: sleeping well at night. Tune in to hear how Jeremy combines his business values with his artistic values to inspire you to do the same with your legacy's vision, no matter your industry or obstacles!

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Jeremy's achievements have earned him well-deserved recognition, including being named to Crain's NY 40 under 40 in the Class of 2020. His impact on the business world is further underscored by Swag.com's placement on the Inc 500 list as the #218 fastest-growing private company in 2020 and #368 in 2021. Jeremy is currently incubating a new venture under Custom Ink known as Swag Space. With a visionary goal to level the playing field, Swag Space aims to build a Universal Swag Platform, empowering Promo Distributors, Event Planners, Print Shops, Branding Agencies, Wedding Planners, and aspiring entrepreneurs to effortlessly sell swag to their audiences. Beyond powering the front-end experience, Swag Space handles all aspects of production, warehousing, and distribution once orders are received. Jeremy Parker graduated from Boston University in 2007. Then, in collaboration with his brother David and Jesse Itzler (Co-Founder of Marquis Jet, investor and partner in Zico Coconut Water, and owner of the Atlanta Hawks), Jeremy co-founded an eCommerce platform designed to distribute unique promotion codes through social media influencers’ Facebook and Twitter posts. Swag.com boasts an extensive clientele, including major players like Facebook, Google, Amazon, Apple, Netflix, Spotify, and TikTok.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1911584252Fri, 06 Sep 2024 16:01:55 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Are you losing sleep over the details? Overthinking and worrying about details that don't matter in the big picture? It takes courage to be honest with yourself, both about what you are good at as well as what it is you actually love ... more than the chasing of money. Especially when the business gets built up to the $30-40M range and it comes time to sell and how you choose to live the rest of your life. So how do you solve the puzzle of how to build a business in today's marketplace as well as design a legacy that allows you to live a full life?

In this episode of the "Design Your Legacy" podcast, I speak with Jeremy Parker, a founder who recently sold his business as his consistency compounded over the years. Jeremy talks about how his focus is on the process and how legacy means making yourself proud re: sleeping well at night. Tune in to hear how Jeremy combines his business values with his artistic values to inspire you to do the same with your legacy's vision, no matter your industry or obstacles!

-

Jeremy's achievements have earned him well-deserved recognition, including being named to Crain's NY 40 under 40 in the Class of 2020. His impact on the business world is further underscored by Swag.com's placement on the Inc 500 list as the #218 fastest-growing private company in 2020 and #368 in 2021. Jeremy is currently incubating a new venture under Custom Ink known as Swag Space. With a visionary goal to level the playing field, Swag Space aims to build a Universal Swag Platform, empowering Promo Distributors, Event Planners, Print Shops, Branding Agencies, Wedding Planners, and aspiring entrepreneurs to effortlessly sell swag to their audiences. Beyond powering the front-end experience, Swag Space handles all aspects of production, warehousing, and distribution once orders are received. Jeremy Parker graduated from Boston University in 2007. Then, in collaboration with his brother David and Jesse Itzler (Co-Founder of Marquis Jet, investor and partner in Zico Coconut Water, and owner of the Atlanta Hawks), Jeremy co-founded an eCommerce platform designed to distribute unique promotion codes through social media influencers’ Facebook and Twitter posts. Swag.com boasts an extensive clientele, including major players like Facebook, Google, Amazon, Apple, Netflix, Spotify, and TikTok.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1963falsefullhttps://www.angelinacarleton.com/legacytips
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Are you forgetting what the power of a personal brand can do for your legacy – especially when it’s lead from your heart? A lot of entrepreneurs feel overwhelmed as AI is replacing 40 million jobs now and into the future, thinking only from their head or taking more than they give because of scarcity. The growing digital landscape – with 5.4 billion mobile users and 5.2 billion internet users – can make you question your abilities to really hear what’s needed with the human beings in the marketplace ... on the other side of those black screens.

In this episode of the “Design Your Legacy” podcast, hostess Angelina Carleton speaks with marketing expert Vladimer Botsvadze, a world-renowned, multi-award-winning, digital transformation and social media thought leader, to shed some light on how to build your personal brand. Hint: Whoever tells their legacy story wins. From pinpointing how he defines and develops his legacy, to how he has been able to execute with resilience, Vladimer shares true tales to inspire you to design your legacy with branding. Tune in to discover how to turn your stories into a personal legacy based on your values and ultimate dream.

Learn more about Vlad at https://www.vladimerbotsvadze.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1905616523Wed, 28 Aug 2024 15:53:07 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Are you forgetting what the power of a personal brand can do for your legacy – especially when it’s lead from your heart? A lot of entrepreneurs feel overwhelmed as AI is replacing 40 million jobs now and into the future, thinking only from their head or taking more than they give because of scarcity. The growing digital landscape – with 5.4 billion mobile users and 5.2 billion internet users – can make you question your abilities to really hear what’s needed with the human beings in the marketplace ... on the other side of those black screens.

In this episode of the “Design Your Legacy” podcast, hostess Angelina Carleton speaks with marketing expert Vladimer Botsvadze, a world-renowned, multi-award-winning, digital transformation and social media thought leader, to shed some light on how to build your personal brand. Hint: Whoever tells their legacy story wins. From pinpointing how he defines and develops his legacy, to how he has been able to execute with resilience, Vladimer shares true tales to inspire you to design your legacy with branding. Tune in to discover how to turn your stories into a personal legacy based on your values and ultimate dream.

Learn more about Vlad at https://www.vladimerbotsvadze.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2189falsefullhttps://www.angelinacarleton.com/legacytips
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Children can be the heartbeat of one’s legacy. But what do you do when your children leave the nest and you find yourself in mid-life with your newfound space and freedom. Whether it’s who you will now seek advice from, seek relationships with or your new levels of trust with yourself, you know your legacy is more than just assets given the emotional journey of caring for a family. This mid-life stage can invite you to discover your own values once again, beyond your parent’s influence, including how you want to contribute now. So, what can you do now to ensure you stay in integrity with your values to keep developing your legacy?

In this podcast episode, hostess Angelina Carleton is interviewed by Katische Haberfield, a quantum soul therapist who finds herself in mid-life with curiosity in where to start in designing a legacy. Angelina shares straightforward strategies for creating your legacy in mid-life starting with defining the stakes, your big dream now as well as your noble vision, supported by your noble values. You'll learn how to live into your values, public and privately, and define mid-life on your terms. Katische comments in about appreciating what you have already built and done in also executing a legacy of self-kindness. Whether you're facing your midlife now or want to prepare for the future, listen in to get the insights you need to develop and live into your values as your anchor through changing landscapes.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1905245873Wed, 28 Aug 2024 01:51:47 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Children can be the heartbeat of one’s legacy. But what do you do when your children leave the nest and you find yourself in mid-life with your newfound space and freedom. Whether it’s who you will now seek advice from, seek relationships with or your new levels of trust with yourself, you know your legacy is more than just assets given the emotional journey of caring for a family. This mid-life stage can invite you to discover your own values once again, beyond your parent’s influence, including how you want to contribute now. So, what can you do now to ensure you stay in integrity with your values to keep developing your legacy?

In this podcast episode, hostess Angelina Carleton is interviewed by Katische Haberfield, a quantum soul therapist who finds herself in mid-life with curiosity in where to start in designing a legacy. Angelina shares straightforward strategies for creating your legacy in mid-life starting with defining the stakes, your big dream now as well as your noble vision, supported by your noble values. You'll learn how to live into your values, public and privately, and define mid-life on your terms. Katische comments in about appreciating what you have already built and done in also executing a legacy of self-kindness. Whether you're facing your midlife now or want to prepare for the future, listen in to get the insights you need to develop and live into your values as your anchor through changing landscapes.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2995falsefullhttps://www.angelinacarleton.com/legacytips
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So you’re a successful business owner or executive. You are busy focusing in on your work that you hardly look up to think about future transitions, the time value of money or organizing all of your data now … to design your legacy. For your peace of mind, you know time passes and the train is coming and yet, you haven’t clarified your road map in your 'trip across the country'. So how do you pay yourself first, stay on top of quarterly tax filings and plan your legacy sooner than later?

In this episode of the “Design Your Legacy” podcast, hostess Angelina Carleton speaks with Adam Koos, CFP®, CMT, CFTe, CEPA who is President and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm. Adam speaks about what legacy means to him and what many business owners feel when there is a changing of the guard with any transition, specifically around vision and leadership. Yet, planning ahead of time is key where money can become a unit of choice and your legacy too. Listen in to hear how you too can aspire to design your legacy plan with excellence!

-

Adam Koós has been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust. Learn more at https://www.libertaswealth.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1902253386Thu, 22 Aug 2024 20:03:14 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

So you’re a successful business owner or executive. You are busy focusing in on your work that you hardly look up to think about future transitions, the time value of money or organizing all of your data now … to design your legacy. For your peace of mind, you know time passes and the train is coming and yet, you haven’t clarified your road map in your 'trip across the country'. So how do you pay yourself first, stay on top of quarterly tax filings and plan your legacy sooner than later?

In this episode of the “Design Your Legacy” podcast, hostess Angelina Carleton speaks with Adam Koos, CFP®, CMT, CFTe, CEPA who is President and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm. Adam speaks about what legacy means to him and what many business owners feel when there is a changing of the guard with any transition, specifically around vision and leadership. Yet, planning ahead of time is key where money can become a unit of choice and your legacy too. Listen in to hear how you too can aspire to design your legacy plan with excellence!

-

Adam Koós has been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust. Learn more at https://www.libertaswealth.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2206falsefullhttps://www.angelinacarleton.com/legacytips
-

As a business owner, you want to connect to your employees but how do you create a great culture when there’s systemic mistrust today? It can feel like we live in a traumatized society, even if it’s also an exciting time for opportunities! So how can you trust what’s possible when there’s a massive gap between fear and courage? After all, we can feel our environments when we walk into a room and this sets the tone for success or failure. But in order to create the upward spiral, we need to get beyond our brains staying hijacked by any frequency of anxiety or volatility. And to do that, you need to invest in your culture – externally and internally.

In this week’s episode, hostess Angelina Carleton speaks with Magi (Margaret) Graziano, author of “Ignite Culture”. Magi shares what sets the tone for her legacy as well as what sets the tone for the right workplace cultures … starting with one’s noble cause and human needs. What’s the real reason to design your life’s legacy? What’s the calling for your legacy? Just as Magi has her secret sauce to ignite workplace cultures, she too has put her time in to define her legacy vision. Learn how culture is a two-way street (employers and employees) to convert the energy in any organization. Listen in and hear Magi's story of how she battle-tested her strategies to move any state of mind from friction to flow, as she lives into her values!

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1898821137Sat, 17 Aug 2024 00:33:34 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

As a business owner, you want to connect to your employees but how do you create a great culture when there’s systemic mistrust today? It can feel like we live in a traumatized society, even if it’s also an exciting time for opportunities! So how can you trust what’s possible when there’s a massive gap between fear and courage? After all, we can feel our environments when we walk into a room and this sets the tone for success or failure. But in order to create the upward spiral, we need to get beyond our brains staying hijacked by any frequency of anxiety or volatility. And to do that, you need to invest in your culture – externally and internally.

In this week’s episode, hostess Angelina Carleton speaks with Magi (Margaret) Graziano, author of “Ignite Culture”. Magi shares what sets the tone for her legacy as well as what sets the tone for the right workplace cultures … starting with one’s noble cause and human needs. What’s the real reason to design your life’s legacy? What’s the calling for your legacy? Just as Magi has her secret sauce to ignite workplace cultures, she too has put her time in to define her legacy vision. Learn how culture is a two-way street (employers and employees) to convert the energy in any organization. Listen in and hear Magi's story of how she battle-tested her strategies to move any state of mind from friction to flow, as she lives into her values!

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2143falsefullhttps://www.angelinacarleton.com/legacytips
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You may have heard the phrase “the stars incline, but they do not compel” in fate vs. freewill. But “location, location, location” may be just as important when designing your legacy as it is with the acquisition of real estate. Many entrepreneurs struggle to align with their higher selves, let alone find peace of mind given the pace we are living at today where stress got normalized. And yet, you might be wondering: How can I find harmony and peace within, if I can’t get to the ideal peaceful places on Earth?

In this podcast episode, hostess Angelina Carleton speaks with Indra Rinzler, a seasoned vedic astrologer about how Astro Cartography can help you better design your legacy plans. Indra talks about how most people today want to heal their inner child and personify this intention on the outside, as he shares the four doorways to conscious living. You’ll learn why your Enneagram of Personality matters in your core personality and core triggers and, how to get out of the movie of your life and into the audience to let go of what no longer serves you. Listen in and discover the secrets of how the ‘wheel of life’ can help you better design your legacy in your free will.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1893207816Fri, 09 Aug 2024 15:11:24 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

You may have heard the phrase “the stars incline, but they do not compel” in fate vs. freewill. But “location, location, location” may be just as important when designing your legacy as it is with the acquisition of real estate. Many entrepreneurs struggle to align with their higher selves, let alone find peace of mind given the pace we are living at today where stress got normalized. And yet, you might be wondering: How can I find harmony and peace within, if I can’t get to the ideal peaceful places on Earth?

In this podcast episode, hostess Angelina Carleton speaks with Indra Rinzler, a seasoned vedic astrologer about how Astro Cartography can help you better design your legacy plans. Indra talks about how most people today want to heal their inner child and personify this intention on the outside, as he shares the four doorways to conscious living. You’ll learn why your Enneagram of Personality matters in your core personality and core triggers and, how to get out of the movie of your life and into the audience to let go of what no longer serves you. Listen in and discover the secrets of how the ‘wheel of life’ can help you better design your legacy in your free will.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3130falsefullhttps://www.angelinacarleton.com/legacytips
-

Learn more about Claudia at https://startupjunkie.org/claudia-scott re: microloans and overcoming challenges, whether in life or in business, to design your legacy no matter the odds! 

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1887659412Fri, 02 Aug 2024 19:10:46 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Learn more about Claudia at https://startupjunkie.org/claudia-scott re: microloans and overcoming challenges, whether in life or in business, to design your legacy no matter the odds! 

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2351falsefullhttps://www.angelinacarleton.com/legacytips
-

As a business owner, you know you can feel out of control most times with everything. But what if that loss of control in your business spills over to your internal emotions as well as relationships? If the level of connection with others equals your quality of life, isn’t it time to get some coaching in this area? The secret is stop hurting on the inside and to start feeling good isn’t more achievements or money: it’s simpler: re-evaluate your beliefs as well as existing stories.

In the week’s episode, hostess Angelina Carleton speaks with Matthew Stafford, a business owner who has seen $800M in sales through conversions and optimizations. They discuss how anger can mask fear of loss as well as confusion in how many intellectuals can think vs. feel their feelings. Yet, Matthew doesn’t shy away from doing the internal work and paying it forward in the conscious planning of his legacy. Whether you're an Ecom Guru or a young entrepreneur, tune in and learn how to create true connections so your legacy is based on conscious stories compared to living out reactionary stories! Find more info about Matt at https://buildgrowscale.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1882616826Sat, 27 Jul 2024 22:42:11 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

As a business owner, you know you can feel out of control most times with everything. But what if that loss of control in your business spills over to your internal emotions as well as relationships? If the level of connection with others equals your quality of life, isn’t it time to get some coaching in this area? The secret is stop hurting on the inside and to start feeling good isn’t more achievements or money: it’s simpler: re-evaluate your beliefs as well as existing stories.

In the week’s episode, hostess Angelina Carleton speaks with Matthew Stafford, a business owner who has seen $800M in sales through conversions and optimizations. They discuss how anger can mask fear of loss as well as confusion in how many intellectuals can think vs. feel their feelings. Yet, Matthew doesn’t shy away from doing the internal work and paying it forward in the conscious planning of his legacy. Whether you're an Ecom Guru or a young entrepreneur, tune in and learn how to create true connections so your legacy is based on conscious stories compared to living out reactionary stories! Find more info about Matt at https://buildgrowscale.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2164falsefullhttps://www.angelinacarleton.com/legacytips
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Here's a wakeup call and warning: Lack of exercise affects your sense of purpose and ... purposeless is often at the foundation of addiction. Then, when you rely on other’s labels of you, these labels can serve as the excuse to not design your legacy in taking agency because it’s easier to cop out. So who are you when all of your resources are depleted? How you manage yourself, physically and emotionally, is the high wire act that literally develops or sabotages your legacy plan. Thankfully today, we recognize we have the power to influence our body, mind and nervous system, and there are key steps anyone can take to stay emotionally driven and not sell yourself short.

In this week’s podcast, hostess Angelina Carleton speaks to Joseph Malone, a former US MARSOC Marine (who served in Special Operations) who has become a business owner as a civilian. Their legacy conversation covers how Joe has tapped into ‘personal development’ in order to overcome brain injuries, concussions, homelessness, suicide attempts, cocaine use, oxicotton addiction, and growing up alongside Chicago’s mafia to now be kinder, wiser and healed. You’ll pick up realistic tips from Joe’s experience and learn how he leverages the "law of vibration" to be in service to others. If you feel like so many entrepreneurs do – left to wallow in your past tragedies – be sure to catch this episode and discover that everything is energy and how you can transform your vibes to design your legacy.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1876624071Sat, 20 Jul 2024 15:11:03 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

Here's a wakeup call and warning: Lack of exercise affects your sense of purpose and ... purposeless is often at the foundation of addiction. Then, when you rely on other’s labels of you, these labels can serve as the excuse to not design your legacy in taking agency because it’s easier to cop out. So who are you when all of your resources are depleted? How you manage yourself, physically and emotionally, is the high wire act that literally develops or sabotages your legacy plan. Thankfully today, we recognize we have the power to influence our body, mind and nervous system, and there are key steps anyone can take to stay emotionally driven and not sell yourself short.

In this week’s podcast, hostess Angelina Carleton speaks to Joseph Malone, a former US MARSOC Marine (who served in Special Operations) who has become a business owner as a civilian. Their legacy conversation covers how Joe has tapped into ‘personal development’ in order to overcome brain injuries, concussions, homelessness, suicide attempts, cocaine use, oxicotton addiction, and growing up alongside Chicago’s mafia to now be kinder, wiser and healed. You’ll pick up realistic tips from Joe’s experience and learn how he leverages the "law of vibration" to be in service to others. If you feel like so many entrepreneurs do – left to wallow in your past tragedies – be sure to catch this episode and discover that everything is energy and how you can transform your vibes to design your legacy.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2523falsefullhttps://www.angelinacarleton.com/legacytips
-

What does it take to capture your family’s best memories? It’s easy to think of your legacy only in terms of assets and image. But that belief around only money, or materialism, can leave you empty – feeling lonely when we as humans need and find meaning through connection. But what if your greatest wealth lies in dusty boxes filled with decades of photographs as well as online images that just require organization and an artistic touch? The truth is, you came from love and were born into love no matter your family’s struggles against all odds.

In this week’s episode, hostess Angelina Carleton speaks with Haleh Shoa, Founder and CEO of Picturli in Los Angeles, CA (USA). They talk about how we are wired to know where we come from, even if the human experience is joyful and bittersweet. Haleh shares profound insights about what happens when her clients see well-organized albums, as well as gallery walls, slideshows and a variety of other formats... in what it means to plans for the next 7 generations in love. We are reflected in our ancestors, and vice versa. She unveils how to make your photos really safe as well as the benefits of being connected to your past. Tune in and hear the holistic legacy Mrs. Shoa would like to design as well as the core values she incorporates so you too can feel inspired as a business owner, entrepreneur and legacy aficionado.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1870054476Fri, 12 Jul 2024 17:01:08 +0000Angelina CarletonUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...
-

What does it take to capture your family’s best memories? It’s easy to think of your legacy only in terms of assets and image. But that belief around only money, or materialism, can leave you empty – feeling lonely when we as humans need and find meaning through connection. But what if your greatest wealth lies in dusty boxes filled with decades of photographs as well as online images that just require organization and an artistic touch? The truth is, you came from love and were born into love no matter your family’s struggles against all odds.

In this week’s episode, hostess Angelina Carleton speaks with Haleh Shoa, Founder and CEO of Picturli in Los Angeles, CA (USA). They talk about how we are wired to know where we come from, even if the human experience is joyful and bittersweet. Haleh shares profound insights about what happens when her clients see well-organized albums, as well as gallery walls, slideshows and a variety of other formats... in what it means to plans for the next 7 generations in love. We are reflected in our ancestors, and vice versa. She unveils how to make your photos really safe as well as the benefits of being connected to your past. Tune in and hear the holistic legacy Mrs. Shoa would like to design as well as the core values she incorporates so you too can feel inspired as a business owner, entrepreneur and legacy aficionado.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1694falsefullhttps://www.angelinacarleton.com/legacytips
-

The enemy of holistic legacy planning is not having a plan. Not only is this true if you are in the early stages of growing your wealth or if you are in a multi-generational family of wealth. But how many times do we put off the difficult conversations around money, mortality or even balancing checkbooks? That kind of bobbing at sea can leave you to figure out your legacy plans the same way your parents did, without a lot of support.

In this week’s episode, hostess Angelina Carleton speaks with Andrew Van Alstyne, a fee based financial planner about the five forms of capital (spiritual, social, intellectual, human and lastly, financial). He also talks about the five biggest problems we are facing today: not wanting to outlive one’s financial capital, concerns around complacency for the next generations in how they will build upon prior intellectual capital, control from the grave through wills and trusts, women as the beneficiaries of wealth with $31T to be passed in the next decade and their questions of ‘what to do next?” as well as how to create a family bank. What’s at stake is the human capital so as to not create ‘country club kids’. Tune in to hear more, including how Andrew is designing his holistic legacy vision!

Learn more at https://forfiduciary.com/meet-andrew-van-alstyne.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1863297045Thu, 04 Jul 2024 19:50:04 +0000Angelina CarletonLost on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute...
-

The enemy of holistic legacy planning is not having a plan. Not only is this true if you are in the early stages of growing your wealth or if you are in a multi-generational family of wealth. But how many times do we put off the difficult conversations around money, mortality or even balancing checkbooks? That kind of bobbing at sea can leave you to figure out your legacy plans the same way your parents did, without a lot of support.

In this week’s episode, hostess Angelina Carleton speaks with Andrew Van Alstyne, a fee based financial planner about the five forms of capital (spiritual, social, intellectual, human and lastly, financial). He also talks about the five biggest problems we are facing today: not wanting to outlive one’s financial capital, concerns around complacency for the next generations in how they will build upon prior intellectual capital, control from the grave through wills and trusts, women as the beneficiaries of wealth with $31T to be passed in the next decade and their questions of ‘what to do next?” as well as how to create a family bank. What’s at stake is the human capital so as to not create ‘country club kids’. Tune in to hear more, including how Andrew is designing his holistic legacy vision!

Learn more at https://forfiduciary.com/meet-andrew-van-alstyne.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2201falsefullhttps://www.angelinacarleton.com/legacytips
--

Does facing your family’s "four horsemen of the apocalypse" make you want to rather have a drink, go shopping or eat as an escape? We’ve all been there! We all want to feel safe in our relationships but how do you define these words, along with power, money or even communication when it comes to our rules, biases and what we are willing to fight for. It’s easy to think that financial security creates emotional security, but it doesn’t. Even if you have the best governance documents, how can you design a legacy when you haven’t had the vulnerable conversations when it comes to what you tell yourself internally as well as family dynamics?

In this podcast episode, hostess Angelina Carleton speaks with Francesco Lombardo of Veritage about how we can fight for our biases, including “the cottage”, and what all of it represents based on our perspective of those biases. All you need to understand is that there are multiple examples of best as well as worst family traditions that play out until we consciously choose to create new emotional traditions. Tune in to hear about the four horsemen for your holistic legacy design as well as how Franco is diving with the sharks in developing his legacy’s vision! Learn more about Franco at https://veritage.ca/.

-

Veritage, and its founder Francesco Lombardo, exist to build trust and respect with family owned businesses through a holistic approach combining the past, present and future generations. We connect hindsight, insight and foresight to enable family-owned businesses to create a meaningful, purposeful and sustainable legacy. Veritage's process and program is multidimensional and works with families to build healthy and emotionally safe relationships. Through our unique and highly personalised model, families are able to move from a place of disconnect and disharmony to a place where they can flourish for generations to come.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1858619175Fri, 28 Jun 2024 15:37:58 +0000Angelina CarletonLost on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute...
--

Does facing your family’s "four horsemen of the apocalypse" make you want to rather have a drink, go shopping or eat as an escape? We’ve all been there! We all want to feel safe in our relationships but how do you define these words, along with power, money or even communication when it comes to our rules, biases and what we are willing to fight for. It’s easy to think that financial security creates emotional security, but it doesn’t. Even if you have the best governance documents, how can you design a legacy when you haven’t had the vulnerable conversations when it comes to what you tell yourself internally as well as family dynamics?

In this podcast episode, hostess Angelina Carleton speaks with Francesco Lombardo of Veritage about how we can fight for our biases, including “the cottage”, and what all of it represents based on our perspective of those biases. All you need to understand is that there are multiple examples of best as well as worst family traditions that play out until we consciously choose to create new emotional traditions. Tune in to hear about the four horsemen for your holistic legacy design as well as how Franco is diving with the sharks in developing his legacy’s vision! Learn more about Franco at https://veritage.ca/.

-

Veritage, and its founder Francesco Lombardo, exist to build trust and respect with family owned businesses through a holistic approach combining the past, present and future generations. We connect hindsight, insight and foresight to enable family-owned businesses to create a meaningful, purposeful and sustainable legacy. Veritage's process and program is multidimensional and works with families to build healthy and emotionally safe relationships. Through our unique and highly personalised model, families are able to move from a place of disconnect and disharmony to a place where they can flourish for generations to come.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2974falsefullhttps://www.angelinacarleton.com/legacytips
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Often the distinction between those who take personal agency of their health and those that don’t is access to a great network and an understanding of the system. For most entrepreneurs and affluent family members, it’s not that they want to just accept the first medical opinion given to them, it’s that they don’t know that they have choices and now is the time to prepare. Remedying this problem begins with learning about the centers of excellence in the world (Dubai, Monaco, USA?), the best consulting practitioners and where the best hospitals are for when you travel to your next city. So how could it help you to carry an SIP medical card with your unique data to create less stress for your family?

In this week’s podcast episode, hostess Angelina Carleton speaks with SIP Medical Family Office Director Kevin Burchler about what he experienced firsthand while in his military service in Switzerland that inspires his mission today. He shares how longevity, as in the highest quality of life possible, is a trend amongst the affluent along with a focus on their mental health given the high expectations. He also shares 5 practical tips, also the 5 pillars of SIP, of where you too can get started today to take ownership of your health and healthcare data! Tune in and learn how to create the best healthcare decisions so you can then design your best legacy!

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Since 1997, SIP Medical Family Office® is committed to protecting what is your real wealth: Your Health. SIP is one of the world’s leading independent consultants for International Medical Insurance and Health Management, based in Zurich, Switzerland, and with further group companies in London and Liechtenstein that are licensed as medical insurance intermediaries for the EU/EEA and the United Kingdom. Register now at https://thoughtleaders4.com/private-client/private-client-event/sip-global-health-conference-2024/booking or learn more at https://www.sip.ch.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1853299968Fri, 21 Jun 2024 01:18:29 +0000Angelina CarletonLost on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute...
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Often the distinction between those who take personal agency of their health and those that don’t is access to a great network and an understanding of the system. For most entrepreneurs and affluent family members, it’s not that they want to just accept the first medical opinion given to them, it’s that they don’t know that they have choices and now is the time to prepare. Remedying this problem begins with learning about the centers of excellence in the world (Dubai, Monaco, USA?), the best consulting practitioners and where the best hospitals are for when you travel to your next city. So how could it help you to carry an SIP medical card with your unique data to create less stress for your family?

In this week’s podcast episode, hostess Angelina Carleton speaks with SIP Medical Family Office Director Kevin Burchler about what he experienced firsthand while in his military service in Switzerland that inspires his mission today. He shares how longevity, as in the highest quality of life possible, is a trend amongst the affluent along with a focus on their mental health given the high expectations. He also shares 5 practical tips, also the 5 pillars of SIP, of where you too can get started today to take ownership of your health and healthcare data! Tune in and learn how to create the best healthcare decisions so you can then design your best legacy!

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Since 1997, SIP Medical Family Office® is committed to protecting what is your real wealth: Your Health. SIP is one of the world’s leading independent consultants for International Medical Insurance and Health Management, based in Zurich, Switzerland, and with further group companies in London and Liechtenstein that are licensed as medical insurance intermediaries for the EU/EEA and the United Kingdom. Register now at https://thoughtleaders4.com/private-client/private-client-event/sip-global-health-conference-2024/booking or learn more at https://www.sip.ch.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2194falsefullhttps://www.angelinacarleton.com/legacytips
In this week’s podcast episode, hostess Angelina Carleton speaks with Master Mason Jake Stahl about how your legacy doesn’t have to be specific or singular … as he constantly strives to craft the perfect conversation with those that matter the most in his life. His legacy vision? To be a great parent and spouse for starters … Tune in as he breaks down key strategies to set your conversations up for a win and how you too can listen to what is actually be said, starting with your emails in today's world of artificial intelligence. Learn how you are still smarter than AI, especially when it comes to designing your legacy!

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Jake is a communications powerhouse and a highly sought-after executive and sales coach on a mission to unlock human potential. Driven by a curiosity for the "why" behind our words and actions, Jake leverages his degree in Psychology and a Master Certification in Neuro-Linguistic Programming (NLP) to craft impactful books and equip business professionals and executives with the tools to shatter performance ceilings. A recognized leader in his field, Jake wears many hats. As a fractional Chief Learning Officer, executive coach, and sales coach, he's empowered 10,000+ individuals across 6 countries to achieve their peak performance. As a public speaker, Jake has connected with audiences in 47 US states and across 6 countries. Best of all, he has a plan for his holistic legacy!

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1847065113Fri, 14 Jun 2024 01:21:39 +0000Angelina CarletonFeel free to say "no" ... but does it make sense to ... design your legacy ... if it gives you purpose for your life beyond short term goals? Once you realize your legacy might be how other speak of you and remember you when you aren’t in the room,...
In this week’s podcast episode, hostess Angelina Carleton speaks with Master Mason Jake Stahl about how your legacy doesn’t have to be specific or singular … as he constantly strives to craft the perfect conversation with those that matter the most in his life. His legacy vision? To be a great parent and spouse for starters … Tune in as he breaks down key strategies to set your conversations up for a win and how you too can listen to what is actually be said, starting with your emails in today's world of artificial intelligence. Learn how you are still smarter than AI, especially when it comes to designing your legacy!

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Jake is a communications powerhouse and a highly sought-after executive and sales coach on a mission to unlock human potential. Driven by a curiosity for the "why" behind our words and actions, Jake leverages his degree in Psychology and a Master Certification in Neuro-Linguistic Programming (NLP) to craft impactful books and equip business professionals and executives with the tools to shatter performance ceilings. A recognized leader in his field, Jake wears many hats. As a fractional Chief Learning Officer, executive coach, and sales coach, he's empowered 10,000+ individuals across 6 countries to achieve their peak performance. As a public speaker, Jake has connected with audiences in 47 US states and across 6 countries. Best of all, he has a plan for his holistic legacy!

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1841falsefullhttps://www.angelinacarleton.com/legacytips
In this week’s episode, hostess Angelina Carleton sits down with John Graham, entrepreneur and 3-time USA Memory champion who has performed in front of 400 million people. John and Angelina speak about how he had struggled with anxiety for 20 years before finding the answers in his heart and soul. He shares how he learned to allow the anxiety to wash over him and how vulnerability is one’s capacity to speak truth. What will be in the pages of his Legacy hard cover coffee table book? How about how he made peace with everything that bothered him... and how you can too. Tune in to hear insights on why your inner legacy is more important! What are you passing on generationally?

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John Graham is a 3x USA Memory Champion, Grandmaster of Memory and a mentor to high performers (including a World Record holder) at 37 years of age. While he's a brilliant mind and innovator... his dark secret is that he's had to overcome daily panic attacks and chronic anxiety. Mainstream methods (therapy, meditation, supplements, etc.) did not work so he had to find counter-intuitive methods to release his suppressed emotions and past conditioning of his mind to free himself of panic and anxiety. He's performed mental feats on TV shows all over the world:
- Super Brain (China) 400 Million Viewers
- SuperHuman (USA) with Mike Tyson
- Xtra Ordinary (Indonesia) 20 Million Viewers
- Incredible People (Russia) 4th place finish.
Learn more about John at www.releasepanic.com/free.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1841717055Sat, 08 Jun 2024 05:06:41 +0000Angelina CarletonHave you ever wondered if emotions are stored energy? Yes, entrepreneurs are busy, but what if 'being busy' is also a coping mechanism? We can pump ourselves up with coffee and high vibrations but what if you feel overwhelmed by echoes of the past?...
In this week’s episode, hostess Angelina Carleton sits down with John Graham, entrepreneur and 3-time USA Memory champion who has performed in front of 400 million people. John and Angelina speak about how he had struggled with anxiety for 20 years before finding the answers in his heart and soul. He shares how he learned to allow the anxiety to wash over him and how vulnerability is one’s capacity to speak truth. What will be in the pages of his Legacy hard cover coffee table book? How about how he made peace with everything that bothered him... and how you can too. Tune in to hear insights on why your inner legacy is more important! What are you passing on generationally?

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John Graham is a 3x USA Memory Champion, Grandmaster of Memory and a mentor to high performers (including a World Record holder) at 37 years of age. While he's a brilliant mind and innovator... his dark secret is that he's had to overcome daily panic attacks and chronic anxiety. Mainstream methods (therapy, meditation, supplements, etc.) did not work so he had to find counter-intuitive methods to release his suppressed emotions and past conditioning of his mind to free himself of panic and anxiety. He's performed mental feats on TV shows all over the world:
- Super Brain (China) 400 Million Viewers
- SuperHuman (USA) with Mike Tyson
- Xtra Ordinary (Indonesia) 20 Million Viewers
- Incredible People (Russia) 4th place finish.
Learn more about John at www.releasepanic.com/free.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3632falsefullhttps://www.angelinacarleton.com/legacytips
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Kristin Keffeler, MSM, MAPP is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.” Kristin is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life (Wiley, 2022), an Amazon bestseller in its category. As the founder of Illumination360 and the Chief Learning Officer for the Denver-based Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration.

Drawing upon her life experience as the daughter of wealth-creating parents and her years of research and private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and uses a lens of strengths to help them to ignite their potential. Keffeler brings a multi-dimensional approach to her work. She earned an undergraduate degree in human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management with a concentration in Public Health from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1825241799Sun, 19 May 2024 01:59:29 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Kristin Keffeler, MSM,...
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Kristin Keffeler, MSM, MAPP is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.” Kristin is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life (Wiley, 2022), an Amazon bestseller in its category. As the founder of Illumination360 and the Chief Learning Officer for the Denver-based Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration.

Drawing upon her life experience as the daughter of wealth-creating parents and her years of research and private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and uses a lens of strengths to help them to ignite their potential. Keffeler brings a multi-dimensional approach to her work. She earned an undergraduate degree in human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management with a concentration in Public Health from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3707falsefullhttps://www.angelinacarleton.com/legacytips
In this episode, hostess Angelina Carleton speaks again with David Lesperance JD about second citizenship opportunities as well as protections. When you have a wider view of the world as well as more to lose, it’s smart ‘legacy planning’ to deal with both the immediate and long-term future challenges. When a variety of countries seek your domicile and/or residence, it’s time to tune in to hear why a second or third passport can be your next best investment … especially when compliance rules the roost in the banking world. Tune in to make the most of your choices, time and family's legacy!

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Lesperance and Associates are Trusted International Tax and Immigration Advisors. We Provide Specialized, Holistic and Un-biased Solutions. In the complex world of international immigration, citizenship, and taxation, Lesperance & Associates stands out. As highly respected International Tax and Immigration advisors we pride ourselves with providing our clients with expert advice. We always fully consider our clients’ personal, family, business and succession situations when offering bespoke, holistic solutions. Moreover, Lesperance & Associates never accepts commissions or financial incentives from any Citizenship by Investment, Residence by Investment or Golden Visa type programs. Therefore, our clients can be assured that the advice they receive from our firm is in their best interest. We represent them, and only them — and not ourselves or any foreign government. Learn more at https://lesperanceassociates.com.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1818952890Fri, 10 May 2024 14:51:32 +0000Angelina CarletonOften, the hardest part of change has to do with when we can no longer look at the world as we wish it to be, we have to look at it as it is. First, there was the pandemic, then US taxation of unrealized capital gains adding to the stress, then a US...
In this episode, hostess Angelina Carleton speaks again with David Lesperance JD about second citizenship opportunities as well as protections. When you have a wider view of the world as well as more to lose, it’s smart ‘legacy planning’ to deal with both the immediate and long-term future challenges. When a variety of countries seek your domicile and/or residence, it’s time to tune in to hear why a second or third passport can be your next best investment … especially when compliance rules the roost in the banking world. Tune in to make the most of your choices, time and family's legacy!

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Lesperance and Associates are Trusted International Tax and Immigration Advisors. We Provide Specialized, Holistic and Un-biased Solutions. In the complex world of international immigration, citizenship, and taxation, Lesperance & Associates stands out. As highly respected International Tax and Immigration advisors we pride ourselves with providing our clients with expert advice. We always fully consider our clients’ personal, family, business and succession situations when offering bespoke, holistic solutions. Moreover, Lesperance & Associates never accepts commissions or financial incentives from any Citizenship by Investment, Residence by Investment or Golden Visa type programs. Therefore, our clients can be assured that the advice they receive from our firm is in their best interest. We represent them, and only them — and not ourselves or any foreign government. Learn more at https://lesperanceassociates.com.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>5402falsefullhttps://www.angelinacarleton.com/legacytips
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Fame at any age can lead an individual, or 100-year brand, to a crossroads. There’s the outward experiences and then, the inward experiences but … how do you align the two? How do you live into and choose ‘legacy worthy’ decisions when all eyes are on you? How do you create clear agreements with yourself and others based on knowing your intentions and a higher level of consciousness? How do you design your decade? Just as the Ritz Carlton incorporates visionary thinking into their brand of prestige, what are your standards from which you need your legacy worthy life to operate from?

In this week’s podcast episode, hostess Angelina Carleton speaks with Sherrie Rose again about the relevance of holistic legacy planning. They dive deep into why both public and private companies, including influencers, need to retain a fractional Chief Legacy Officer (“CLO”) and why all of your legacy-worthy choices matter. Who is your futurist as well as archivist? In the concept of a ‘time guardian’, how do you guard your time to use it wisely in highest and best use? Sherrie unpacks the optimal creation framework known as Enhavim for those of middle age and beyond to lean into their modern maturity. Listen in and learn how to craft your legacy worth life, as well as brand, to transform your dreams into Enhavim!

Learn more about Sherrie Rose at https://chieflegacyofficer.com.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1813150164Fri, 03 May 2024 03:13:59 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. - Fame at any age can lead an individual, or 100-year brand, to a crossroads....
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Fame at any age can lead an individual, or 100-year brand, to a crossroads. There’s the outward experiences and then, the inward experiences but … how do you align the two? How do you live into and choose ‘legacy worthy’ decisions when all eyes are on you? How do you create clear agreements with yourself and others based on knowing your intentions and a higher level of consciousness? How do you design your decade? Just as the Ritz Carlton incorporates visionary thinking into their brand of prestige, what are your standards from which you need your legacy worthy life to operate from?

In this week’s podcast episode, hostess Angelina Carleton speaks with Sherrie Rose again about the relevance of holistic legacy planning. They dive deep into why both public and private companies, including influencers, need to retain a fractional Chief Legacy Officer (“CLO”) and why all of your legacy-worthy choices matter. Who is your futurist as well as archivist? In the concept of a ‘time guardian’, how do you guard your time to use it wisely in highest and best use? Sherrie unpacks the optimal creation framework known as Enhavim for those of middle age and beyond to lean into their modern maturity. Listen in and learn how to craft your legacy worth life, as well as brand, to transform your dreams into Enhavim!

Learn more about Sherrie Rose at https://chieflegacyofficer.com.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4203falsefullhttps://www.angelinacarleton.com/legacytips
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We’re all aware there will come an innate time when designing your legacy will be of utmost importance. Both to preserve the best of your life as well as your family’s history, especially when there’s no one left to carry forward what’s been built. So no one forgets what’s been built, given that we are here for the blink of an eye. So what if you started designing your legacy before you got back to ‘being busy’? What is it you will leave behind for the NextGen? How will they carry that vision and those values forward? How does and will your legacy move?

In this week’s episode, hostess Angelina Carleton speaks with Benjamin Brown, a serial entrepreneur and business owner. Together, they speak about Ben’s journey from growing up on a farm in South Carolina, getting adopted, and his three best practices of: Don’t worry so much, get out of your own way, and move. What if you could pass on a legacy of gratitude through proper mentors and understanding the guiding principle of ‘nothing means nothing’ in not attaching emotions to avoid going in circles? You’ll also learn Ben’s sales secrets of how he has made multiple businesses prosper. Listen in and feel inspired by Ben’s legacy vision to be ‘a good conscience person who did the best he could’! Learn more about Ben at https://www.360salesconsulting.com.

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About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.

Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.

Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.

Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.

-

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1807694922Thu, 25 Apr 2024 13:24:08 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - We’re all aware there...
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We’re all aware there will come an innate time when designing your legacy will be of utmost importance. Both to preserve the best of your life as well as your family’s history, especially when there’s no one left to carry forward what’s been built. So no one forgets what’s been built, given that we are here for the blink of an eye. So what if you started designing your legacy before you got back to ‘being busy’? What is it you will leave behind for the NextGen? How will they carry that vision and those values forward? How does and will your legacy move?

In this week’s episode, hostess Angelina Carleton speaks with Benjamin Brown, a serial entrepreneur and business owner. Together, they speak about Ben’s journey from growing up on a farm in South Carolina, getting adopted, and his three best practices of: Don’t worry so much, get out of your own way, and move. What if you could pass on a legacy of gratitude through proper mentors and understanding the guiding principle of ‘nothing means nothing’ in not attaching emotions to avoid going in circles? You’ll also learn Ben’s sales secrets of how he has made multiple businesses prosper. Listen in and feel inspired by Ben’s legacy vision to be ‘a good conscience person who did the best he could’! Learn more about Ben at https://www.360salesconsulting.com.

-

About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.

Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.

Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.

Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.

-

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3666falsefullhttps://www.angelinacarleton.com/legacytips
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Most entrepreneurs think of the expression “money makes the world go round” but what if it’s that ‘people make the world go round’? Where money is an abstraction of human ambition? Yes, an economist’s point of view is that capital matters but let’s be honest: you leaned into your core values when you thought of your best business ideas as time disappeared and your excitement increased. So how do you develop your big ambitions and process the moments when things don’t work out? How do you become emotionally intelligent with your tone and the words that come out so as to keep your closest relationships and not live in a world of AI: Siri, Alexi or the IoT?

In this week’s episode, hostess Angelina Carleton speaks with Charney Kaye, the Founder of XJ Music who is a lifelong hacker, artist and musician. XJ Music enables composers to realize new possibilities in dynamic music for video games. Charney discusses his next level music engine, releasing his software open source and the shift today to dynamic experiences, both for the consumer as well as the virtual production houses. Whether you enjoy ambient music or you would like to take a moment to think about your legacy, you’ll receive inspiration from this conversation. Tune in to hear how Charney leans into his values as well as how he conducts himself with integrity, kindness and mindfulness, so you too can execute on your legacy design! Learn more about Charney Kaye at https://xjmusic.com.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1803848394Fri, 19 Apr 2024 19:47:56 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today! Are you ready to shape a legacy that reflects your values? - Most entrepreneurs...
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Most entrepreneurs think of the expression “money makes the world go round” but what if it’s that ‘people make the world go round’? Where money is an abstraction of human ambition? Yes, an economist’s point of view is that capital matters but let’s be honest: you leaned into your core values when you thought of your best business ideas as time disappeared and your excitement increased. So how do you develop your big ambitions and process the moments when things don’t work out? How do you become emotionally intelligent with your tone and the words that come out so as to keep your closest relationships and not live in a world of AI: Siri, Alexi or the IoT?

In this week’s episode, hostess Angelina Carleton speaks with Charney Kaye, the Founder of XJ Music who is a lifelong hacker, artist and musician. XJ Music enables composers to realize new possibilities in dynamic music for video games. Charney discusses his next level music engine, releasing his software open source and the shift today to dynamic experiences, both for the consumer as well as the virtual production houses. Whether you enjoy ambient music or you would like to take a moment to think about your legacy, you’ll receive inspiration from this conversation. Tune in to hear how Charney leans into his values as well as how he conducts himself with integrity, kindness and mindfulness, so you too can execute on your legacy design! Learn more about Charney Kaye at https://xjmusic.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2825falsefullhttps://www.angelinacarleton.com/legacytips
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Every savvy investor is told working capital matters and most portfolios generate less than 3% in personal disposable/reinvestment income. You might have also been told that at some point before or during your retirement at any age, your principal has to be invaded in order to pay bills or you have to sell assets to afford your lifestyle. But if by not understanding the distinctions between mutual funds, ETF’s and CEF’s (closed end funds), you set yourself up to make other people rich and struggle during your retirement years. So what is there to know about CEF’s and what six principles are guideposts to lean into to see income month after month?

In this week’s podcast episode, hostess Angelina Carleton speaks with Steve Selengut, a sophisticated investor about how CEF’s can help better plan and design your legacy as well as what you need to know to start receiving dividends. Investors haven’t been encouraged to pursue CEF’s and most people have never heard of them! In this conversation, key financial knowledge is discussed so you can have more personal agency over your finances as well as your personal legacy! Tune in and hear how to make your working capital more powerful whether through your own investment management or new dialogue with your financial planner!

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Steve has accumulated over 40 years of experience as a private investment manager, with a strong focus on increasing the spendable income generated by client portfolios. Today, his role has transitioned into that of an Income Coach, where he's dedicated to teaching investors how to more than double the income produced by their portfolios. Using Market Cycle Investment Management (MCIM) in portfolio preparation and design, he's been able to take advantage of all major financial market movements, in either direction, for decades. You can reach out to Steve at steve@theincomecoach.net, or at sanserve@aol.com. Learn more about CEF's at www.theincomecoach.net.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #financialcapital #legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1799579302Fri, 12 Apr 2024 19:11:47 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com. Are you ready to shape a legacy based on your values? - Every savvy investor is told working capital matters and most portfolios generate less than 3% in personal...
-

Every savvy investor is told working capital matters and most portfolios generate less than 3% in personal disposable/reinvestment income. You might have also been told that at some point before or during your retirement at any age, your principal has to be invaded in order to pay bills or you have to sell assets to afford your lifestyle. But if by not understanding the distinctions between mutual funds, ETF’s and CEF’s (closed end funds), you set yourself up to make other people rich and struggle during your retirement years. So what is there to know about CEF’s and what six principles are guideposts to lean into to see income month after month?

In this week’s podcast episode, hostess Angelina Carleton speaks with Steve Selengut, a sophisticated investor about how CEF’s can help better plan and design your legacy as well as what you need to know to start receiving dividends. Investors haven’t been encouraged to pursue CEF’s and most people have never heard of them! In this conversation, key financial knowledge is discussed so you can have more personal agency over your finances as well as your personal legacy! Tune in and hear how to make your working capital more powerful whether through your own investment management or new dialogue with your financial planner!

-

Steve has accumulated over 40 years of experience as a private investment manager, with a strong focus on increasing the spendable income generated by client portfolios. Today, his role has transitioned into that of an Income Coach, where he's dedicated to teaching investors how to more than double the income produced by their portfolios. Using Market Cycle Investment Management (MCIM) in portfolio preparation and design, he's been able to take advantage of all major financial market movements, in either direction, for decades. You can reach out to Steve at steve@theincomecoach.net, or at sanserve@aol.com. Learn more about CEF's at www.theincomecoach.net.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #financialcapital #legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3678falsefullhttps://www.angelinacarleton.com/legacytips
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Western capitalism as an enterprise, including the roads on six continents, can be attributed to such entrepreneurs as Ford, Rockefeller and Carnegie. However, what about when money supersedes God in what influences your heart? Do you feel guilt, shame or pride more profoundly than Christ’s love? Do you fear expressing emotions such as hope, peace or the love of God when he pours into your life? Could you be operating out of your wounds compared to your prayer life? What’s the point of your wealth if there’s little to no faith?

In this week’s podcast episode, hostess Angelina Carleton speaks with Rev. Dr. David Chotka as to how all of scripture is about designing your holistic legacy. Faith appears more than any other words in the Bible! And God left many stories to transform you from the inside out. What if your legacy planning operated from a basis of love and faith compared to fear and condemnation? The Kingdom of God isn’t just about eating and drinking but rather … peace, joy and righteousness. How are your spiritual best practices intertwined with your business practices ... in designing a legacy beyond your lifetime? Tune in to hear about God’s presence through Dr. Chotka’s healing prayers and legacy plans.

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Rev. Dr. David Chotka has his doctorate in Spiritual Discernment from Gordon-Conwell seminary, and has led seminars/conferences nationally and internationally (17 countries). He develops resources and training tools “to equip God’s people for works of service.” His book, “Hey! Are You There? It’s Me—God” has been acclaimed by Jack Canfield (co-author of the Chicken Soup For the Soul books) as “a great read” and “an incredible book.” It gives practical advice on How to Listen, Test and Know When God Speaks. His recently published title, Healing Prayer is God’s Idea, co-authored with Rev. Dr. Maxie Dunnam, is described as a book which makes “something like healing, which can seem complicated and intimidating, simple and accessible…” Purchase his books online at https://bit.ly/chotka.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1793953672Fri, 05 Apr 2024 19:57:00 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com. Are you ready to shape a legacy that reflects your values? - Western capitalism as an enterprise, including the roads on six continents, can be attributed to such entrepreneurs as Ford,...
-

Western capitalism as an enterprise, including the roads on six continents, can be attributed to such entrepreneurs as Ford, Rockefeller and Carnegie. However, what about when money supersedes God in what influences your heart? Do you feel guilt, shame or pride more profoundly than Christ’s love? Do you fear expressing emotions such as hope, peace or the love of God when he pours into your life? Could you be operating out of your wounds compared to your prayer life? What’s the point of your wealth if there’s little to no faith?

In this week’s podcast episode, hostess Angelina Carleton speaks with Rev. Dr. David Chotka as to how all of scripture is about designing your holistic legacy. Faith appears more than any other words in the Bible! And God left many stories to transform you from the inside out. What if your legacy planning operated from a basis of love and faith compared to fear and condemnation? The Kingdom of God isn’t just about eating and drinking but rather … peace, joy and righteousness. How are your spiritual best practices intertwined with your business practices ... in designing a legacy beyond your lifetime? Tune in to hear about God’s presence through Dr. Chotka’s healing prayers and legacy plans.

-

Rev. Dr. David Chotka has his doctorate in Spiritual Discernment from Gordon-Conwell seminary, and has led seminars/conferences nationally and internationally (17 countries). He develops resources and training tools “to equip God’s people for works of service.” His book, “Hey! Are You There? It’s Me—God” has been acclaimed by Jack Canfield (co-author of the Chicken Soup For the Soul books) as “a great read” and “an incredible book.” It gives practical advice on How to Listen, Test and Know When God Speaks. His recently published title, Healing Prayer is God’s Idea, co-authored with Rev. Dr. Maxie Dunnam, is described as a book which makes “something like healing, which can seem complicated and intimidating, simple and accessible…” Purchase his books online at https://bit.ly/chotka.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4361falsefullhttps://www.angelinacarleton.com/legacytips
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Leadership as a Founder can make you feel like a star when you’re successful. Other times, it can feel as if you are walking off the edge of the map into the great unknown … guessing what to do next – whether that’s growing, selling or succession. When there’s no map, you search for clues to anticipate what’s next and what’s best before there's the pain of a blind spot. If you don’t read the baseline correctly, you may embarrass yourself publicly in taking two steps backwards to take one step forwards, in order to save face and the vision for your legacy. So how can a coach guide you as you grow forwards?

In this podcast episode. hostess Angelina Carleton speaks with Scott Ritzheimer as they explore his 7-step map based on the patterns he’s observed in the last 15+ years of building businesses, non-profits and founder’s careers. Scott will talk about over applying past lessons to the present and how to better optimize your focus for the actual leadership stage you are at. When will you find the time to do it right a second time? A good map gives you reassurance, offers insights and holds you to your vision, which will greatly impact the holistic design of your legacy. Tune in and understand that how you end is just as important as how you began in your broad legacy planning!

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1787681701Fri, 29 Mar 2024 15:01:15 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com,. Are you ready to shape a legacy that reflects your values? - Leadership as a Founder can make you feel like a star when you’re successful. Other times, it can feel as if you are...
-

Leadership as a Founder can make you feel like a star when you’re successful. Other times, it can feel as if you are walking off the edge of the map into the great unknown … guessing what to do next – whether that’s growing, selling or succession. When there’s no map, you search for clues to anticipate what’s next and what’s best before there's the pain of a blind spot. If you don’t read the baseline correctly, you may embarrass yourself publicly in taking two steps backwards to take one step forwards, in order to save face and the vision for your legacy. So how can a coach guide you as you grow forwards?

In this podcast episode. hostess Angelina Carleton speaks with Scott Ritzheimer as they explore his 7-step map based on the patterns he’s observed in the last 15+ years of building businesses, non-profits and founder’s careers. Scott will talk about over applying past lessons to the present and how to better optimize your focus for the actual leadership stage you are at. When will you find the time to do it right a second time? A good map gives you reassurance, offers insights and holds you to your vision, which will greatly impact the holistic design of your legacy. Tune in and understand that how you end is just as important as how you began in your broad legacy planning!

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1920falsefullhttps://www.angelinacarleton.com/legacytips
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Are you a leader who wonders how you will be remembered by others, especially if your focus has just been on the money and forgetting joy? Many entrepreneurs and family business members feel empty when they fall asleep at night, as they know others are watching them as a role model on their life’s journey. They’re also anxious about including their soul’s ideas into their business decisions, debating whether to be so vulnerable and transparent as to the conversations in their head. Simply hoping to find support as you evolve as a whole human being, and leader, isn’t enough to achieve your holistic legacy goals and design that bigger plan. You need a strategy for developing and executing your legacy’s dreams.

In this podcast episode, hostess Angelina Carleton speaks with Camille L. Miller, MBA, Ph.D. about 4 strategies for the design of your legacy plan. She’ll show you how to follow your passions through one word a year, how to bring your gifts to the world, the importance of language in distinguishing between your ego and soul as well as the needed insights when asking yourself ‘why’ 8 times to discover your deeper answers. Focusing on how your soul is here to serve will lead you to the success of your legacy through ‘your lane of joy’. Listen in and learn how to turn what didn’t work in past years into practical steps in your holistic legacy planning.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now.

Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1785372618Wed, 27 Mar 2024 02:34:50 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Are you a leader who wonders how you will be remembered by others, especially if your focus has just been on the...
-

Are you a leader who wonders how you will be remembered by others, especially if your focus has just been on the money and forgetting joy? Many entrepreneurs and family business members feel empty when they fall asleep at night, as they know others are watching them as a role model on their life’s journey. They’re also anxious about including their soul’s ideas into their business decisions, debating whether to be so vulnerable and transparent as to the conversations in their head. Simply hoping to find support as you evolve as a whole human being, and leader, isn’t enough to achieve your holistic legacy goals and design that bigger plan. You need a strategy for developing and executing your legacy’s dreams.

In this podcast episode, hostess Angelina Carleton speaks with Camille L. Miller, MBA, Ph.D. about 4 strategies for the design of your legacy plan. She’ll show you how to follow your passions through one word a year, how to bring your gifts to the world, the importance of language in distinguishing between your ego and soul as well as the needed insights when asking yourself ‘why’ 8 times to discover your deeper answers. Focusing on how your soul is here to serve will lead you to the success of your legacy through ‘your lane of joy’. Listen in and learn how to turn what didn’t work in past years into practical steps in your holistic legacy planning.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now.

Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2985falsefullhttps://www.angelinacarleton.com/legacytips
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Are you a woman who feels she is not receiving a fair chance when it comes to being invited to the ‘money table’? Many female professionals and entrepreneurs, whether they are self-made or part of a multi-generational family of wealth, feel as if they shouldn’t be making financial decisions … so they aren’t focusing on it. They may feel anxious about the added levels of complexity as well as the new vocabulary needed to communicate confidently. Simply setting up small habits now is just a start to feeling a sense of belonging to ‘wealth conversations’. You need an investment account for both your retirement and to live your legacy dreams.

In this episode, hostess Angelina Carleton speaks with registered investment advisor Anna N’Jie-Konte, MBA, CFP. Anna shares strategies on how money can be a tool for your legacy and how today’s wealth firms in their business model need to let women and immigrants into the decision-making process so as to not overlook billion-dollar niches. Focusing on women, as 40% of wealth is now being managed by women, accepts the changing demographics and recognizes the very real societal limitations placed on women’s dreams in what they had to give up in the past. Tune in and learn how to turn your money stressors into actionable steps in your financial and legacy wealth building.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1782105774Fri, 22 Mar 2024 22:51:02 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Are you a woman who feels she is not receiving a fair chance when it comes to being invited to the ‘money table’?...
-

Are you a woman who feels she is not receiving a fair chance when it comes to being invited to the ‘money table’? Many female professionals and entrepreneurs, whether they are self-made or part of a multi-generational family of wealth, feel as if they shouldn’t be making financial decisions … so they aren’t focusing on it. They may feel anxious about the added levels of complexity as well as the new vocabulary needed to communicate confidently. Simply setting up small habits now is just a start to feeling a sense of belonging to ‘wealth conversations’. You need an investment account for both your retirement and to live your legacy dreams.

In this episode, hostess Angelina Carleton speaks with registered investment advisor Anna N’Jie-Konte, MBA, CFP. Anna shares strategies on how money can be a tool for your legacy and how today’s wealth firms in their business model need to let women and immigrants into the decision-making process so as to not overlook billion-dollar niches. Focusing on women, as 40% of wealth is now being managed by women, accepts the changing demographics and recognizes the very real societal limitations placed on women’s dreams in what they had to give up in the past. Tune in and learn how to turn your money stressors into actionable steps in your financial and legacy wealth building.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2996falsefullhttps://www.angelinacarleton.com/legacytips
-

Does your financial success mirror your professional success? How do you manage money? How do you manage your finances, cash flows, and a financially stable business in order to invest in your future? Many families don’t walk their NextGen through the back end of the finances to know that making and managing money are two different skill sets. What about all the other jobs your dollar has to do? When things go sideways, the thing that makes it easier is cash. What if it isn’t noble to cut yourself out in paying yourself a salary as a business owner?

In this episode, hostess Angelina Carleton speaks with Jen Paterson, a financial planner who studied economics and finance in British Columbia (Canada). We talk about the distinctions around managing money this automatically isn’t taught or discussed as needed in society, amongst friends and associates or in the business schools. Yet, it doesn’t have to be ‘heirs gone wild’ or ‘entrepreneurs gone wild’ when the money gets deposited. If you don’t pay attention to how you spend and set aside monies, it can’t serve you or your legacy dreams. Tune in and hear how you can learn the strategies to navigate your money management in the design of your holistic legacy planning. Does your financial management meet your Legacy goals?

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #financialcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1779474624Wed, 20 Mar 2024 01:16:34 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Does your financial success mirror your professional success? How do you manage money? How do you manage your...
-

Does your financial success mirror your professional success? How do you manage money? How do you manage your finances, cash flows, and a financially stable business in order to invest in your future? Many families don’t walk their NextGen through the back end of the finances to know that making and managing money are two different skill sets. What about all the other jobs your dollar has to do? When things go sideways, the thing that makes it easier is cash. What if it isn’t noble to cut yourself out in paying yourself a salary as a business owner?

In this episode, hostess Angelina Carleton speaks with Jen Paterson, a financial planner who studied economics and finance in British Columbia (Canada). We talk about the distinctions around managing money this automatically isn’t taught or discussed as needed in society, amongst friends and associates or in the business schools. Yet, it doesn’t have to be ‘heirs gone wild’ or ‘entrepreneurs gone wild’ when the money gets deposited. If you don’t pay attention to how you spend and set aside monies, it can’t serve you or your legacy dreams. Tune in and hear how you can learn the strategies to navigate your money management in the design of your holistic legacy planning. Does your financial management meet your Legacy goals?

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #financialcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3584falsefullhttps://www.angelinacarleton.com/legacytips
-

Do you know what an exceptional life looks like, given today’s superficiality and transactional nature? Despite the brevity of life being one of the biggest surprises, you might find yourself still determined to design both a life and a legacy with a clear vision. This usually happens when discipline weighs ounces while regrets weigh tons … making the days expensive. Without a structured framework to show you how to define, develop and execute on a sensible plan, it’s tough to believe a great legacy is possible. So how do you create that roadmap that allows you to maximize your time, talent and treasure?

In this week’s podcast episode, hostess Angelina Carleton speaks with Chris Ford, founder of Wingate Capital. They review one of his favorite books, the 12 Pillars, to break down how to set up your priorities right as well as your calendar to find results. Starting with the first six (6) pillars, we discuss how influence is subtle and how each day offers one ‘best’ opportunity so as to not get distracted by the urgent. Listen in and learn how to borrow from this great book and the clues it left behind for your holistic legacy plan of action as a lifelong learner!

-

Wingate Capital is a Real Estate Private Equity firm that provides investors opportunities to passively invest in institutional-quality, recession-resilient, real estate. Their direct access allows investors to invest alongside experienced operating partners who have a proven track record of delivering attractive risk-adjusted returns. Their goal is to help investors build long-term wealth and passive income streams through a diversified offering of value-add multifamily, self-storage, manufactured home and RV park investments located in growing markets across the U.S. The deals that they fund allow their investors to preserve capital while collecting consistent cash distributions, building equity in hard assets, and benefiting from these assets' appreciation over time. Reach out directly to join their investor club via https://www.linkedin.com/in/christopherlloydford or https://www.wingatecapital.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1774576053Thu, 14 Mar 2024 15:16:09 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Do you know what an exceptional life looks like, given today’s superficiality and transactional nature? Despite the...
-

Do you know what an exceptional life looks like, given today’s superficiality and transactional nature? Despite the brevity of life being one of the biggest surprises, you might find yourself still determined to design both a life and a legacy with a clear vision. This usually happens when discipline weighs ounces while regrets weigh tons … making the days expensive. Without a structured framework to show you how to define, develop and execute on a sensible plan, it’s tough to believe a great legacy is possible. So how do you create that roadmap that allows you to maximize your time, talent and treasure?

In this week’s podcast episode, hostess Angelina Carleton speaks with Chris Ford, founder of Wingate Capital. They review one of his favorite books, the 12 Pillars, to break down how to set up your priorities right as well as your calendar to find results. Starting with the first six (6) pillars, we discuss how influence is subtle and how each day offers one ‘best’ opportunity so as to not get distracted by the urgent. Listen in and learn how to borrow from this great book and the clues it left behind for your holistic legacy plan of action as a lifelong learner!

-

Wingate Capital is a Real Estate Private Equity firm that provides investors opportunities to passively invest in institutional-quality, recession-resilient, real estate. Their direct access allows investors to invest alongside experienced operating partners who have a proven track record of delivering attractive risk-adjusted returns. Their goal is to help investors build long-term wealth and passive income streams through a diversified offering of value-add multifamily, self-storage, manufactured home and RV park investments located in growing markets across the U.S. The deals that they fund allow their investors to preserve capital while collecting consistent cash distributions, building equity in hard assets, and benefiting from these assets' appreciation over time. Reach out directly to join their investor club via https://www.linkedin.com/in/christopherlloydford or https://www.wingatecapital.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4102falsefullhttps://www.angelinacarleton.com/legacytips
-

Family business founders live extremely busy lives and are so focused on the business that oftentimes, the NextGen’s (Generation 2-Generation 4) didn’t understand why their parents were gone. To add to this lack of connection, parents can feel guilty and not know how to pass on the enterprise successfully to G2-G4. There can be so much weight on the shoulders of the next generations in pressure when there is an absence of knowing the stories, the roots, behind their history. This history, even the bond of the family, supersedes financial position and standing in life but values have to be handed down. So where do you start?

In this week’s podcast, hostess Angelina Carleton speaks with historian Douglas Miller of Mullerhaus Legacy. They talk about the field of Heritage Management as well as the concept of duty as a part of the human psyche in 'why you are here' and 'how you arrived here'. For the lives of young people, studies show that knowing your history increases self-confidence. It also fills in the empty places. Mr. Miller discusses expectations, the preparation of G2-G4 and the differences between managing a portfolio well vs. dealing with the human elements. Tune in to discover how affluent families handle cowboy stories as well as how to involve 71 participants in your 'hard cover coffee table book' to inspire your legacy!

-

Legacy doesn’t just happen. To be influential, heritage must be protected and shared with care and authenticity. Mullerhaus Legacy is your expert team of creative storytellers and professional historians helping families and businesses like yours inspire the future by using history to keep stories and values alive. Your family and business legacy deserve to be beautifully preserved and shared. The American Dream will falter if we fail to pass along the character, values, and traditions that unify us. To preserve the promises of liberty, Mullerhaus Legacy makes the story of American achievement an influential part of everyday life. Their purpose is to use family and business history to lead, inspire and connect future generations to their inheritance of opportunity.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1768485972Thu, 07 Mar 2024 22:58:27 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Family business founders live extremely busy lives and are so focused on the business that oftentimes, the NextGen’s...
-

Family business founders live extremely busy lives and are so focused on the business that oftentimes, the NextGen’s (Generation 2-Generation 4) didn’t understand why their parents were gone. To add to this lack of connection, parents can feel guilty and not know how to pass on the enterprise successfully to G2-G4. There can be so much weight on the shoulders of the next generations in pressure when there is an absence of knowing the stories, the roots, behind their history. This history, even the bond of the family, supersedes financial position and standing in life but values have to be handed down. So where do you start?

In this week’s podcast, hostess Angelina Carleton speaks with historian Douglas Miller of Mullerhaus Legacy. They talk about the field of Heritage Management as well as the concept of duty as a part of the human psyche in 'why you are here' and 'how you arrived here'. For the lives of young people, studies show that knowing your history increases self-confidence. It also fills in the empty places. Mr. Miller discusses expectations, the preparation of G2-G4 and the differences between managing a portfolio well vs. dealing with the human elements. Tune in to discover how affluent families handle cowboy stories as well as how to involve 71 participants in your 'hard cover coffee table book' to inspire your legacy!

-

Legacy doesn’t just happen. To be influential, heritage must be protected and shared with care and authenticity. Mullerhaus Legacy is your expert team of creative storytellers and professional historians helping families and businesses like yours inspire the future by using history to keep stories and values alive. Your family and business legacy deserve to be beautifully preserved and shared. The American Dream will falter if we fail to pass along the character, values, and traditions that unify us. To preserve the promises of liberty, Mullerhaus Legacy makes the story of American achievement an influential part of everyday life. Their purpose is to use family and business history to lead, inspire and connect future generations to their inheritance of opportunity.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4594falsefullhttps://www.angelinacarleton.com/legacytips
-

Your ability to manage your time, as well as your email inbox, is key so you can feel a sense of accomplishment. Because let’s be real, corporate America will no longer birth or bury your career in 2024 … as Elon Musk just laid off 80% of Twitter’s employees. But more importantly, do you have an evening ritual so your work does not consume your mind, in taking over your peace of mind? This could mean knowing how to compete on the benefits of your product or service compared to price in how what you have to offer can and will benefit others. And yet most entrepreneurs forget to get commitments from others in beta testing ideas with the intent of buying it, compared to just having others tell you what you want to hear.

In this week’s podcast episode, hostess Angelina Carleton speaks with professor Marc Kramer about five ‘best business practices and tips’ as he's raised over $3 billion in capital. Marc talks about underpromising and overdelivering as well as how he sets aside three hours a day to read the WSJ, Inc, Fast Company, Business Insider, HBR, Forbes and Fortune. But more than just business insights. Marc speaks about the design of his holistic legacy. When he’s not flying helicopters or skydiving, Marc believes ‘legacy’ is creating something for others so they can benefit from your ideas, creativity and intellectual gifts. Tune in to hear how Marc is living into his core values of loyalty, ethics, selflessness and supporting others as the joys to his holistic legacy plan. Learn more about Mr. Kramer at https://pitchtomefirst.com.

-

Marc Kramer is a serial entrepreneur and a fellow Penn State University graduate. He is president of Kramer Communications, which provides business, marketing, financial and operational plan development and implementation for startups to Fortune 500 companies. Marc is president of Stress Free Family Business, where he trains the next generation, develops process and plans to grow the family business. He is also executive director of the Private Investors Forum, which runs the Angel Venture Fair.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1762238904Fri, 01 Mar 2024 14:08:34 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Your ability to manage your time, as well as your email inbox, is key so you can feel a sense of accomplishment. Because...
-

Your ability to manage your time, as well as your email inbox, is key so you can feel a sense of accomplishment. Because let’s be real, corporate America will no longer birth or bury your career in 2024 … as Elon Musk just laid off 80% of Twitter’s employees. But more importantly, do you have an evening ritual so your work does not consume your mind, in taking over your peace of mind? This could mean knowing how to compete on the benefits of your product or service compared to price in how what you have to offer can and will benefit others. And yet most entrepreneurs forget to get commitments from others in beta testing ideas with the intent of buying it, compared to just having others tell you what you want to hear.

In this week’s podcast episode, hostess Angelina Carleton speaks with professor Marc Kramer about five ‘best business practices and tips’ as he's raised over $3 billion in capital. Marc talks about underpromising and overdelivering as well as how he sets aside three hours a day to read the WSJ, Inc, Fast Company, Business Insider, HBR, Forbes and Fortune. But more than just business insights. Marc speaks about the design of his holistic legacy. When he’s not flying helicopters or skydiving, Marc believes ‘legacy’ is creating something for others so they can benefit from your ideas, creativity and intellectual gifts. Tune in to hear how Marc is living into his core values of loyalty, ethics, selflessness and supporting others as the joys to his holistic legacy plan. Learn more about Mr. Kramer at https://pitchtomefirst.com.

-

Marc Kramer is a serial entrepreneur and a fellow Penn State University graduate. He is president of Kramer Communications, which provides business, marketing, financial and operational plan development and implementation for startups to Fortune 500 companies. Marc is president of Stress Free Family Business, where he trains the next generation, develops process and plans to grow the family business. He is also executive director of the Private Investors Forum, which runs the Angel Venture Fair.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3092falsefullhttps://www.angelinacarleton.com/legacytips
-

How do you compete as a family business against the Fortune 100 and 500 companies to level the playing field? The business intelligence to know who enters your location, physical or digital, within a three-mile radius 1.5 hours before and after … with three satellites can the strategy to whether your project, business or services survives or dies. Whether you like today’s level of data (AI) tracking or not, it’s a situation that requires your due diligence … especially when you would like to have an effective marketing strategy in managing costs. So how do play outside of the walled garden to grow and measure foot traffic … including if your legacy project focuses on private aviation?

In this podcast episode, hostess Angelina Carleton explores geofencing with guest Barbara Wardell, who is one half of the agency Cullari & Wardell. Barbara also speaks into learning to put herself first in her goals as a female entrepreneur as well as finding people to look up to. For her legacy, she talks about how kindness can change a person as well as how the loving nature of women, in how we relate to one another in society and in business, can be a game changer. In addition to hearing why you should add ‘exclusivity’ into your ad contracts so as to protect your legacy project, Barbara also talks about giving to others so they can have a legacy other than poverty in her holistic legacy plan. Tune in to hear how geofencing can build generational wealth if you are a family business! Learn more about Barbara at https://cullarimedia.com.

-

Barbara Wardell is a seasoned marketing and advertising professional who transitioned from a successful career in the specialty medicine industry to become a disruptor, supporting small businesses. Guiding her geofencing ad agency, Cullari & Wardell, Barbara embraces a growth hacker mindset that strategically focuses on identifying and amplifying her clients’ strengths while pinpointing weaknesses in the competition, utilizing GPS location data. This approach results in a significant and measurable impact on foot traffic and online engagement, making her efforts truly game-changing and successful.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1759517076Tue, 27 Feb 2024 18:46:32 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - How do you compete as a family business against the Fortune 100 and 500 companies to level the playing field? The...
-

How do you compete as a family business against the Fortune 100 and 500 companies to level the playing field? The business intelligence to know who enters your location, physical or digital, within a three-mile radius 1.5 hours before and after … with three satellites can the strategy to whether your project, business or services survives or dies. Whether you like today’s level of data (AI) tracking or not, it’s a situation that requires your due diligence … especially when you would like to have an effective marketing strategy in managing costs. So how do play outside of the walled garden to grow and measure foot traffic … including if your legacy project focuses on private aviation?

In this podcast episode, hostess Angelina Carleton explores geofencing with guest Barbara Wardell, who is one half of the agency Cullari & Wardell. Barbara also speaks into learning to put herself first in her goals as a female entrepreneur as well as finding people to look up to. For her legacy, she talks about how kindness can change a person as well as how the loving nature of women, in how we relate to one another in society and in business, can be a game changer. In addition to hearing why you should add ‘exclusivity’ into your ad contracts so as to protect your legacy project, Barbara also talks about giving to others so they can have a legacy other than poverty in her holistic legacy plan. Tune in to hear how geofencing can build generational wealth if you are a family business! Learn more about Barbara at https://cullarimedia.com.

-

Barbara Wardell is a seasoned marketing and advertising professional who transitioned from a successful career in the specialty medicine industry to become a disruptor, supporting small businesses. Guiding her geofencing ad agency, Cullari & Wardell, Barbara embraces a growth hacker mindset that strategically focuses on identifying and amplifying her clients’ strengths while pinpointing weaknesses in the competition, utilizing GPS location data. This approach results in a significant and measurable impact on foot traffic and online engagement, making her efforts truly game-changing and successful.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3011falsefullhttps://www.angelinacarleton.com/legacytips
-

Do you dream of making your legacy more than what happens when you are gone but find yourself frozen by the how around why your story matters? Telling your story from only your perspective can either define success for your legacy or leave you questioning your narrative, making what should be fulfilling seem daunting. Countless individuals find themselves with human moments and emotions to share, in their moments of triumph when the stakes were high. So how do you bring your personality to your legacy in noticing the details of you?

In this week’s podcast episode, hostess Angelina Carleton speaks with Ben Feller on his legacy mission of pursuing happiness as well as making the lives around him better. Ben offers some much-needed guidance around starting with your legacy goals and 'seeing opportunities to give' as exciting, more than just the duty to show up. Based on his reflections, designing a legacy starts with ‘person to person’ conversations, in listening as well as trusting yourself more to go deeper in the human experience here and now. So how do you get your legacy right? Tune in and receive actionable strategies to get and keep you in the driver’s seat, so you can find your bigger legacy story. Connect on a human level with your legacy so your legacy can be more than just forms. Life is not a series of transactions. What story do you want now?

Learn more about Ben at https://maslansky.com.

-

Ben Feller is an award-winning writer who covered two presidents and now helps people and organizations tell their own stories. He is also a writing coach, moderator, media adviser and public speaker on parenting, politics and the power of communications. In his first career as a journalist, which spanned 20 years, Ben distinguished himself as one of the finest reporters in the nation. He ultimately served as the Chief White House Correspondent for The Associated Press, a role in which he led presidential coverage for the largest news organization in the world. Ben spent more than six years covering Presidents Obama and George W. Bush, traveling aboard Air Force One across the US and 25 countries.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1755528225Fri, 23 Feb 2024 02:02:43 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Do you dream of making your legacy more than what happens when you are gone but find yourself frozen by the how...
-

Do you dream of making your legacy more than what happens when you are gone but find yourself frozen by the how around why your story matters? Telling your story from only your perspective can either define success for your legacy or leave you questioning your narrative, making what should be fulfilling seem daunting. Countless individuals find themselves with human moments and emotions to share, in their moments of triumph when the stakes were high. So how do you bring your personality to your legacy in noticing the details of you?

In this week’s podcast episode, hostess Angelina Carleton speaks with Ben Feller on his legacy mission of pursuing happiness as well as making the lives around him better. Ben offers some much-needed guidance around starting with your legacy goals and 'seeing opportunities to give' as exciting, more than just the duty to show up. Based on his reflections, designing a legacy starts with ‘person to person’ conversations, in listening as well as trusting yourself more to go deeper in the human experience here and now. So how do you get your legacy right? Tune in and receive actionable strategies to get and keep you in the driver’s seat, so you can find your bigger legacy story. Connect on a human level with your legacy so your legacy can be more than just forms. Life is not a series of transactions. What story do you want now?

Learn more about Ben at https://maslansky.com.

-

Ben Feller is an award-winning writer who covered two presidents and now helps people and organizations tell their own stories. He is also a writing coach, moderator, media adviser and public speaker on parenting, politics and the power of communications. In his first career as a journalist, which spanned 20 years, Ben distinguished himself as one of the finest reporters in the nation. He ultimately served as the Chief White House Correspondent for The Associated Press, a role in which he led presidential coverage for the largest news organization in the world. Ben spent more than six years covering Presidents Obama and George W. Bush, traveling aboard Air Force One across the US and 25 countries.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2549falsefullhttps://www.angelinacarleton.com/legacytips
-

Peacefully engaging with your partner when you are upset with them requires tools and skill sets we often don’t have … but the fallout can include contempt, stonewalling, criticism and defensiveness. Looking at today’s divorce statistics, we are missing nuanced ‘emotional’ knowledge when it comes to marriages and human capital. Many partners will ‘throw’ their contempt, compared to articulating it, … especially when it’s controlled by ego. It can become one party’s victory over another’s. Yet in the science of peace, where do we start?

In this week’s podcast episode, hostess Angelina Carleton speaks with Alex Pardi out of NYC. Alex asks: How about beginning with weekly check-in’s to ask five key questions? Or the positive use of labeling where the other party can say “That’s right!” or “Exactly!” or “Yes!”. In breaking patterns of blame, the fastest path to zero is withholding support and appreciation in pettiness. Yes, practicing new relationship skills is an exercise in patience. Yet your holistic legacy is influenced by understanding what is most meaningful to you and to those around you. And in the world of high performance, learning to perform highly in your relationships is more important than ever. Learn more about Alex Pardi at https://www.skool.com/alexparditv/about.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1747440780Thu, 15 Feb 2024 02:25:45 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Peacefully engaging with your partner when you are upset with them requires tools and skill sets we often don’t have...
-

Peacefully engaging with your partner when you are upset with them requires tools and skill sets we often don’t have … but the fallout can include contempt, stonewalling, criticism and defensiveness. Looking at today’s divorce statistics, we are missing nuanced ‘emotional’ knowledge when it comes to marriages and human capital. Many partners will ‘throw’ their contempt, compared to articulating it, … especially when it’s controlled by ego. It can become one party’s victory over another’s. Yet in the science of peace, where do we start?

In this week’s podcast episode, hostess Angelina Carleton speaks with Alex Pardi out of NYC. Alex asks: How about beginning with weekly check-in’s to ask five key questions? Or the positive use of labeling where the other party can say “That’s right!” or “Exactly!” or “Yes!”. In breaking patterns of blame, the fastest path to zero is withholding support and appreciation in pettiness. Yes, practicing new relationship skills is an exercise in patience. Yet your holistic legacy is influenced by understanding what is most meaningful to you and to those around you. And in the world of high performance, learning to perform highly in your relationships is more important than ever. Learn more about Alex Pardi at https://www.skool.com/alexparditv/about.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4078falsefullhttps://www.angelinacarleton.com/legacytips
-

Many entrepreneurs linger at 200 hz or below in their emotions of shame, guilt, grief, fear, anger and/or pride. The problem with that is when the lower vibration ‘feelings’ create your reality ... and legacy! It’s hard to be your authentic self, in business or with friends, when you are drained. But here’s the truth: You can’t change the mirror, you can only change yourself. But what if you could raise your level of consciousness to be above 200 hz in order to design your legacy?

In this podcast episode, hostess Angelina Carleton speaks with Eric McHugh, President of ShopX. We speak about how all of us, especially today, are happiest when we are serving others, in following our intellectual curiosity compared to being in business where there is a win/lose. When you are not taking away from others, in your b-model, and are instead adding to other’s lives, you will find the most happiness. This happiness then inspires your legacy in its momentum, development and execution. Even money becomes about energy when there’s flow. Tune in to hear how you too can start this journey.

-

Eric McHugh’s experience includes ad optimization for Snap Inc, consulting for Fortune 500 companies through their Chapter 11 bankruptcy processes, Dark Matter research at Carnegie Melon University, and helping found CartRev, a social commerce platform that had over 100 Shopify brands. He is President of SHOPX web3 ecommerce, Co-Founder and Chief Growth Officer of Dataing, an AI powered matchmaking. In the past, he founded a Saas platform that replaced affiliate codes for ecommerce brands, worked as a consultant for Fortune 500 companies, helped Snap optimize their ad algorithm, and interned abroad in Barcelona Spain. He has an IQ of over 140, enjoys playing chess with his main hobbies as fighting, meditation, and reading. Full article herein - www.brainzmagazine.com/post/web3-mas…ommerce-nft-s.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1743585267Sun, 11 Feb 2024 04:20:33 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Many entrepreneurs linger at 200 hz or below in their emotions of shame, guilt, grief, fear, anger and/or pride. The...
-

Many entrepreneurs linger at 200 hz or below in their emotions of shame, guilt, grief, fear, anger and/or pride. The problem with that is when the lower vibration ‘feelings’ create your reality ... and legacy! It’s hard to be your authentic self, in business or with friends, when you are drained. But here’s the truth: You can’t change the mirror, you can only change yourself. But what if you could raise your level of consciousness to be above 200 hz in order to design your legacy?

In this podcast episode, hostess Angelina Carleton speaks with Eric McHugh, President of ShopX. We speak about how all of us, especially today, are happiest when we are serving others, in following our intellectual curiosity compared to being in business where there is a win/lose. When you are not taking away from others, in your b-model, and are instead adding to other’s lives, you will find the most happiness. This happiness then inspires your legacy in its momentum, development and execution. Even money becomes about energy when there’s flow. Tune in to hear how you too can start this journey.

-

Eric McHugh’s experience includes ad optimization for Snap Inc, consulting for Fortune 500 companies through their Chapter 11 bankruptcy processes, Dark Matter research at Carnegie Melon University, and helping found CartRev, a social commerce platform that had over 100 Shopify brands. He is President of SHOPX web3 ecommerce, Co-Founder and Chief Growth Officer of Dataing, an AI powered matchmaking. In the past, he founded a Saas platform that replaced affiliate codes for ecommerce brands, worked as a consultant for Fortune 500 companies, helped Snap optimize their ad algorithm, and interned abroad in Barcelona Spain. He has an IQ of over 140, enjoys playing chess with his main hobbies as fighting, meditation, and reading. Full article herein - www.brainzmagazine.com/post/web3-mas…ommerce-nft-s.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2520falsefullhttps://www.spreaker.com/episode/how-to-be-a-high-performer-for-your-legacy-with-mandy-marquardt--66187596
-

How can you stay and win as a high performer when you receive news of an unexpected diagnoses? It’s a big question for the many who have received news of diabetes, particularly if their life and lifestyle is that of a professional, competitive athlete. Internal beliefs are examined, and more trust has to be called in; trust in the process, trust in the mechanic of your bicycle, and trust in the communication of honesty with your coach. So how do you put your own metaphoric airplane mask on before you can help others - in taking care of yourself first, even with sponsors? Mandy Marquardt is a member of the USA Cycling National Tea and has raced internationally. A 27-time USA Cycling National Champion, a 5-time American Record Holder, an 8-time Pan American Championship Medalist, a 2-time Pan American Games Medalist, and an Olympic hopeful for 2028.

In this podcast episode, hostess Angelina Carleton speaks with Mandy Marquardt about her children’s book on the subject of overcoming hardships as well as her difficult challenges to inspire your holistic legacy planning. Listen in and learn how you, too, can live into values such as courage, integrity and trust. Learn more about fellow Penn State alum, Mandy, at www.mandymarquardt.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1741509567Thu, 08 Feb 2024 19:36:51 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - How can you stay and win as a high performer when you receive news of an unexpected diagnoses? It’s a big question for...
-

How can you stay and win as a high performer when you receive news of an unexpected diagnoses? It’s a big question for the many who have received news of diabetes, particularly if their life and lifestyle is that of a professional, competitive athlete. Internal beliefs are examined, and more trust has to be called in; trust in the process, trust in the mechanic of your bicycle, and trust in the communication of honesty with your coach. So how do you put your own metaphoric airplane mask on before you can help others - in taking care of yourself first, even with sponsors? Mandy Marquardt is a member of the USA Cycling National Tea and has raced internationally. A 27-time USA Cycling National Champion, a 5-time American Record Holder, an 8-time Pan American Championship Medalist, a 2-time Pan American Games Medalist, and an Olympic hopeful for 2028.

In this podcast episode, hostess Angelina Carleton speaks with Mandy Marquardt about her children’s book on the subject of overcoming hardships as well as her difficult challenges to inspire your holistic legacy planning. Listen in and learn how you, too, can live into values such as courage, integrity and trust. Learn more about fellow Penn State alum, Mandy, at www.mandymarquardt.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2715falsefullhttps://www.angelinacarleton.com/legacytips
-

About 400 BC, Plato utilized a Trust to form a sovereign university in Greece, though Trusts date back to the Egyptian pharaohs. In ancient Rome, citizens could use “Fidei-Commissum” (like today’s common law). Then in Medieval England, the ‘Mortmain Acts of 1279 AD (aka Statutum De Viris Relig Oisis) had Trustees hold title to land under a bond. The Beneficiary was known then as a ‘Feoffer’. It was a way to transfer, or 'enfeoff' the legal title of land while holding the use of the land. So why does this history matter today? While times are changing, some things stay the same.

It used to be that men could only hold title to assets. In 2024, more women will come into an inheritance in the next 3-5 years than ever before, totaling a $30T opportunity by 2030. The problem though is when these heirs don’t have the education in place, or the financial literacy to know their terms to go forward in full confidence. So where do you start? If the founding fathers of America set up Trusts in the 1700's still in existence today, and trained their successive generations… you too can begin to learn the knowledge, starting with defining the scope and purity of your Trust’s purpose. To build ‘Legacy Wealth’ and maintain your privacy, Trusts are key to your thriving!

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #trustcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1728119292Fri, 26 Jan 2024 08:57:30 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - About 400 BC, Plato utilized a Trust to form a sovereign university in Greece, though Trusts date back to the...
-

About 400 BC, Plato utilized a Trust to form a sovereign university in Greece, though Trusts date back to the Egyptian pharaohs. In ancient Rome, citizens could use “Fidei-Commissum” (like today’s common law). Then in Medieval England, the ‘Mortmain Acts of 1279 AD (aka Statutum De Viris Relig Oisis) had Trustees hold title to land under a bond. The Beneficiary was known then as a ‘Feoffer’. It was a way to transfer, or 'enfeoff' the legal title of land while holding the use of the land. So why does this history matter today? While times are changing, some things stay the same.

It used to be that men could only hold title to assets. In 2024, more women will come into an inheritance in the next 3-5 years than ever before, totaling a $30T opportunity by 2030. The problem though is when these heirs don’t have the education in place, or the financial literacy to know their terms to go forward in full confidence. So where do you start? If the founding fathers of America set up Trusts in the 1700's still in existence today, and trained their successive generations… you too can begin to learn the knowledge, starting with defining the scope and purity of your Trust’s purpose. To build ‘Legacy Wealth’ and maintain your privacy, Trusts are key to your thriving!

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #trustcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3405falsefullhttps://www.angelinacarleton.com/legacytips
-

If you don’t nurture your heart, your heart can stop beating… as in its pulse of happiness. Entrepreneurs can exercise relentless self-judgement in their heads that no one else hears. Your businesss can be worth millions and yet, you can live the life of winning the war while losing the battles day in and day out. Yet prevailing through these challenges requires resilience as well as ‘non-attachment to failure’ … as well as the freedom to ‘hold new insights’ compared to a year or decade ago.

In today’s podcast episode, hostess Angelina Carleton speaks with Beate Chelette. Beate sold her business for millions to an entity owned by Bill Gates to become financially independent. Now, living in choice, she explores the deliberate actions of her legacy planning: who is she in identity outside of work? How does she show up for herself and others? How does she let go of control of others to allow them to be true to themselves? Tune in to hear how Beate is becoming the person she wants to be, by breaking generational curses from her upbringing, to release the emotional bondage seven generations back.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1721457831Fri, 19 Jan 2024 00:36:54 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - If you don’t nurture your heart, your heart can stop beating… as in its pulse of happiness. Entrepreneurs can...
-

If you don’t nurture your heart, your heart can stop beating… as in its pulse of happiness. Entrepreneurs can exercise relentless self-judgement in their heads that no one else hears. Your businesss can be worth millions and yet, you can live the life of winning the war while losing the battles day in and day out. Yet prevailing through these challenges requires resilience as well as ‘non-attachment to failure’ … as well as the freedom to ‘hold new insights’ compared to a year or decade ago.

In today’s podcast episode, hostess Angelina Carleton speaks with Beate Chelette. Beate sold her business for millions to an entity owned by Bill Gates to become financially independent. Now, living in choice, she explores the deliberate actions of her legacy planning: who is she in identity outside of work? How does she show up for herself and others? How does she let go of control of others to allow them to be true to themselves? Tune in to hear how Beate is becoming the person she wants to be, by breaking generational curses from her upbringing, to release the emotional bondage seven generations back.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2524falsefullhttps://www.angelinacarleton.com/legacytips
--

Many people feel disappointed when their first passion doesn’t materialize, often thinking they’re victims of what they lost. This mindset can set you up for failure because you will be face to face with mental barriers. As a result, it becomes unfruitful when you only look at where you’ve struggled. Not being able to overcome the pity party of loss and develop other creative passions is a test of faith. So how do you transition from a spirit of fear to one of power, love and a sound mind?

In this episode, host Angelina Carleton speaks with Morgan McCarver about how to overcome being constantly fearful to letting new passions inspire your legacy. She opens up, after 10 years of silence, about her own story of how she grew in her identity due to spinal challenges beyond her control. From feeling judged, even down to her body image, to speaking truth about her journey to prevail, she explores her experiences in her new book “God The Artist”. She invites you to look at your legacy, with a focus on the heart, especially when you feel like God gave you a curse compared to gifts. You’ll learn how to shift from feeling like you are under spiritual warfare to feeling safe in your own legacy vision. Listen in and get Morgan’s timeless insights on changing how you value yourself in your legacy and your ability to see your amazing gifts.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1719440706Tue, 16 Jan 2024 22:18:21 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? -- Many people feel disappointed when their first passion doesn’t materialize, often thinking they’re victims of what...
--

Many people feel disappointed when their first passion doesn’t materialize, often thinking they’re victims of what they lost. This mindset can set you up for failure because you will be face to face with mental barriers. As a result, it becomes unfruitful when you only look at where you’ve struggled. Not being able to overcome the pity party of loss and develop other creative passions is a test of faith. So how do you transition from a spirit of fear to one of power, love and a sound mind?

In this episode, host Angelina Carleton speaks with Morgan McCarver about how to overcome being constantly fearful to letting new passions inspire your legacy. She opens up, after 10 years of silence, about her own story of how she grew in her identity due to spinal challenges beyond her control. From feeling judged, even down to her body image, to speaking truth about her journey to prevail, she explores her experiences in her new book “God The Artist”. She invites you to look at your legacy, with a focus on the heart, especially when you feel like God gave you a curse compared to gifts. You’ll learn how to shift from feeling like you are under spiritual warfare to feeling safe in your own legacy vision. Listen in and get Morgan’s timeless insights on changing how you value yourself in your legacy and your ability to see your amazing gifts.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1671falsefullhttps://www.angelinacarleton.com/legacytips
-

Business owners can find it hard to break through the barrier of fear when it comes to planning their legacy. If you’re only focused on a monetary legacy, you’re missing out on the emotional aspects of what you could be bringing into the now re: happiness and joy. Your legacy is more about living and what you are doing today. Yet in a society where people’s thoughts and feelings are scattered, where people can feel limited in time and resources to sit down to completely map out a holistic legacy, how can you hold a legacy plan together that’s cohesive?

In this episode, hostess Angelina Carleton welcomes Anne Laffin to the podcast. They discuss how planning your legacy early allows you to connect to why you are here … to fulfill your plan compared to avoid it. The days go on and our legacy rarely gets talked over. This lack of consistency is the biggest theme because there ends up being ‘no plan’. This conversation goes beyond how your work can be your legacy, as we dive into the importance of creating emotional resilience in how to tackle adversity and challenges. In a world today where the NextGen need open dialogue and skills passed on, how do we solve for the drama and bad stuff? It's the breaking and rebuilding that strengthens a relationship.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1714647078Thu, 11 Jan 2024 14:32:23 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Business owners can find it hard to break through the barrier of fear when it comes to planning their legacy. If...
-

Business owners can find it hard to break through the barrier of fear when it comes to planning their legacy. If you’re only focused on a monetary legacy, you’re missing out on the emotional aspects of what you could be bringing into the now re: happiness and joy. Your legacy is more about living and what you are doing today. Yet in a society where people’s thoughts and feelings are scattered, where people can feel limited in time and resources to sit down to completely map out a holistic legacy, how can you hold a legacy plan together that’s cohesive?

In this episode, hostess Angelina Carleton welcomes Anne Laffin to the podcast. They discuss how planning your legacy early allows you to connect to why you are here … to fulfill your plan compared to avoid it. The days go on and our legacy rarely gets talked over. This lack of consistency is the biggest theme because there ends up being ‘no plan’. This conversation goes beyond how your work can be your legacy, as we dive into the importance of creating emotional resilience in how to tackle adversity and challenges. In a world today where the NextGen need open dialogue and skills passed on, how do we solve for the drama and bad stuff? It's the breaking and rebuilding that strengthens a relationship.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1944falsefullhttps://www.angelinacarleton.com/legacytips
-

If you don’t think about your legacy or are even aware of it, how can you step into that role? And with Legacy.com being a ‘Directory of Death’ (i.e. obituaries), how can we not be influenced by how things show up in our culture, society and online environment? And yet, your legacy is more than a few paragraphs and a few numbers. A great legacy is going to take more than 5 minutes to gather your thoughts. So how can you move past ‘feeling unsafe’ around planning your holistic legacy or the FOMO (fear of missing out) if this ‘legacy’ focus takes time or resources away from something else?

In this episode, hostess Angelina Carleton speaks with Sherrie Rose, author and a visionary Chief Legacy Officer. Sherrie shares why investing in yourself, in the pleasure side of life vs. the paper side of life matters and how the real currency is ‘relationship riches’. What if ‘legacy’ is a value in your life compared to a goal? Tune in and learn how to live smart, give smart and leave your mark… as an act of kindness is worth more than the grandest gesture.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1709699586Sat, 06 Jan 2024 00:12:04 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - If you don’t think about your legacy or are even aware of it, how can you step into that role? And with Legacy.com...
-

If you don’t think about your legacy or are even aware of it, how can you step into that role? And with Legacy.com being a ‘Directory of Death’ (i.e. obituaries), how can we not be influenced by how things show up in our culture, society and online environment? And yet, your legacy is more than a few paragraphs and a few numbers. A great legacy is going to take more than 5 minutes to gather your thoughts. So how can you move past ‘feeling unsafe’ around planning your holistic legacy or the FOMO (fear of missing out) if this ‘legacy’ focus takes time or resources away from something else?

In this episode, hostess Angelina Carleton speaks with Sherrie Rose, author and a visionary Chief Legacy Officer. Sherrie shares why investing in yourself, in the pleasure side of life vs. the paper side of life matters and how the real currency is ‘relationship riches’. What if ‘legacy’ is a value in your life compared to a goal? Tune in and learn how to live smart, give smart and leave your mark… as an act of kindness is worth more than the grandest gesture.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3088falsefullhttps://www.angelinacarleton.com/legacytips
-

Political polarization, racism and mass shooting events may become an unfortunate norm in America and thinking several generations ahead is becoming non-negotiable. But many entrepreneurs are still figuring out if living abroad is for them, in terms of second citizenship, and how it could work as an exit strategy they can live with. Before you sever future liability from US taxes, due to America’s citizenship-based taxation, you may need to know about possible exit and/or inheritance taxes.

In this podcast episode, hostess Angelina Carleton speaks with David Lesperance JD about how the top 1% of US taxpayers contribute about 43% of all revenue into the coffers. Yet, there’s exponential demand with covered ex-patriates … and David has helped with over 500 ex-patriations. This episode will provide you with practical tips on how to avoid an IRS lifestyle audit, do your planning right the first time, and not listen to just the brick salesmen. Tune in and learn how expanding internationally can allow your future generations to live, work and play to maximize their global opportunities through mobility. Plus, David’s legacy vision is pretty cool!

Learn more at www.lesperanceassociates.com.

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David Lesperance is one of the world’s leading international tax and immigration advisors. He has co-authored, with an LSE Professor Emeritus, a key book on the impact of the movement of the Wealthy on the countries they leave and to which they move. David’s personal interest in these areas of law grew from his experience working as Canadian immigration and customs officer while studying law. Since being called to the bar in 1990, he has established his expertise with major law firms, his own law firm and as a private consultant. David has successfully advised scores of high net-worth families in residence/citizenship and domicile strategies to protect family wealth and well-being. These "Back-Up Plans" are both tax efficient and liveable in meeting the needs and preferences of all family members. David is supported by a team of professionals, some of whom have worked with him since the early 1990s.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1691272524Fri, 15 Dec 2023 15:49:59 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Political polarization, racism and mass shooting events may become an unfortunate norm in America and thinking...
-

Political polarization, racism and mass shooting events may become an unfortunate norm in America and thinking several generations ahead is becoming non-negotiable. But many entrepreneurs are still figuring out if living abroad is for them, in terms of second citizenship, and how it could work as an exit strategy they can live with. Before you sever future liability from US taxes, due to America’s citizenship-based taxation, you may need to know about possible exit and/or inheritance taxes.

In this podcast episode, hostess Angelina Carleton speaks with David Lesperance JD about how the top 1% of US taxpayers contribute about 43% of all revenue into the coffers. Yet, there’s exponential demand with covered ex-patriates … and David has helped with over 500 ex-patriations. This episode will provide you with practical tips on how to avoid an IRS lifestyle audit, do your planning right the first time, and not listen to just the brick salesmen. Tune in and learn how expanding internationally can allow your future generations to live, work and play to maximize their global opportunities through mobility. Plus, David’s legacy vision is pretty cool!

Learn more at www.lesperanceassociates.com.

-

David Lesperance is one of the world’s leading international tax and immigration advisors. He has co-authored, with an LSE Professor Emeritus, a key book on the impact of the movement of the Wealthy on the countries they leave and to which they move. David’s personal interest in these areas of law grew from his experience working as Canadian immigration and customs officer while studying law. Since being called to the bar in 1990, he has established his expertise with major law firms, his own law firm and as a private consultant. David has successfully advised scores of high net-worth families in residence/citizenship and domicile strategies to protect family wealth and well-being. These "Back-Up Plans" are both tax efficient and liveable in meeting the needs and preferences of all family members. David is supported by a team of professionals, some of whom have worked with him since the early 1990s.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #legacycapital #emotionalcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3476falsefullhttps://www.angelinacarleton.com/legacytips
-

Many people find it impossible to break the pattern of living with depression, alcoholism or addiction. They may want better for their lives, but they’ve lived through soul-shattering trauma, seen the familiar examples in front of them for generations, and feel as if there is a vice like control. This often leads to parts of their soul feeling shaved off or in a gritty rage and resentment that keeps them unable to navigate out of this place. So I brought in one of my favorite guests to help you see the spiritual side to possession, even with soldiers returning home from war.

In this episode of “Design Your Legacy”, hostess Angelina Carleton teams up with Tina Erwin, author of multiple books and a retired US Naval Commander who protected an 86-unit submarine force, to speak into the questions of “will your family’s legacy be brutality?” to “what caused a person to partake in drugs and alcohol?”. She talks about multiple remedies that work based on her life’s experiences of facing possession that show(s) up in many forms. From suicide patterns to restoring one’s soul, this episode covers why prayer, seeking a relationship with God and raising one’s frequency on a daily basis make a difference as starting points.

-

Tina Erwin CDR USN (Ret.) has studied metaphysics all of her life, gaining insight into the interpersonal relationships at the heart of everyday living. Her writing comes from an intense desire to know and understand the unseen world of action and reaction combined with a sincere desire to share this understanding with other knowledge seekers. Purchase one of Tina's books at bit.ly/3QJkTA3 and read her "Crossing Over Prayer" at https://ghosthelpers.com/?page_id=208. - Disclaimer: This podcast episode is not to be intended as medical advice.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #legacycapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1685690892Fri, 08 Dec 2023 15:44:38 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Many people find it impossible to break the pattern of living with depression, alcoholism or addiction. They may want...
-

Many people find it impossible to break the pattern of living with depression, alcoholism or addiction. They may want better for their lives, but they’ve lived through soul-shattering trauma, seen the familiar examples in front of them for generations, and feel as if there is a vice like control. This often leads to parts of their soul feeling shaved off or in a gritty rage and resentment that keeps them unable to navigate out of this place. So I brought in one of my favorite guests to help you see the spiritual side to possession, even with soldiers returning home from war.

In this episode of “Design Your Legacy”, hostess Angelina Carleton teams up with Tina Erwin, author of multiple books and a retired US Naval Commander who protected an 86-unit submarine force, to speak into the questions of “will your family’s legacy be brutality?” to “what caused a person to partake in drugs and alcohol?”. She talks about multiple remedies that work based on her life’s experiences of facing possession that show(s) up in many forms. From suicide patterns to restoring one’s soul, this episode covers why prayer, seeking a relationship with God and raising one’s frequency on a daily basis make a difference as starting points.

-

Tina Erwin CDR USN (Ret.) has studied metaphysics all of her life, gaining insight into the interpersonal relationships at the heart of everyday living. Her writing comes from an intense desire to know and understand the unseen world of action and reaction combined with a sincere desire to share this understanding with other knowledge seekers. Purchase one of Tina's books at bit.ly/3QJkTA3 and read her "Crossing Over Prayer" at https://ghosthelpers.com/?page_id=208. - Disclaimer: This podcast episode is not to be intended as medical advice.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #legacycapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4245falsefullhttps://www.angelinacarleton.com/legacytips
-

Families of wealth don’t build a legacy to pass on so the NextGen can buy a sports car and wrap it around a tree. They hold the intention to want to give the best of themselves, as well as their assets, but aren’t sure where to start. From emotional and relational perspectives, what are the bigger reasons around designing a legacy? What is enough … or how much is enough in defining enough-ness? What values have we accepted around money from our families?

In this episode, hostess Angelina Carleton speaks with property investor Linda Southwood about what we learned about money growing up, especially the good things. She shares her tips for balancing expectations with philanthropy, offering firsthand experience of what worked in her life with her children. You’ll learn there are different ways of relating to money, such as “debt proofing” your kids so they know where their money is going. Tune in and learn how you can design your holistic legacy plan starting with honest conversations around money and philanthropy… to focus on what’s truly meaningful. Learn more about Linda at www.culbonecoaching.co.uk.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1679365827Fri, 01 Dec 2023 15:34:42 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Families of wealth don’t build a legacy to pass on so the NextGen can buy a sports car and wrap it around a tree....
-

Families of wealth don’t build a legacy to pass on so the NextGen can buy a sports car and wrap it around a tree. They hold the intention to want to give the best of themselves, as well as their assets, but aren’t sure where to start. From emotional and relational perspectives, what are the bigger reasons around designing a legacy? What is enough … or how much is enough in defining enough-ness? What values have we accepted around money from our families?

In this episode, hostess Angelina Carleton speaks with property investor Linda Southwood about what we learned about money growing up, especially the good things. She shares her tips for balancing expectations with philanthropy, offering firsthand experience of what worked in her life with her children. You’ll learn there are different ways of relating to money, such as “debt proofing” your kids so they know where their money is going. Tune in and learn how you can design your holistic legacy plan starting with honest conversations around money and philanthropy… to focus on what’s truly meaningful. Learn more about Linda at www.culbonecoaching.co.uk.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4367falsefullhttps://www.angelinacarleton.com/legacytips
-

Are you an online influencer who needs to protect your Name, Image and Likeness? In the world of asset protection, learning about how to protect your intellectual property is often skipped over. Licensing your name, understanding the value of your phone number and learning about minor as well as adult guardianships can turn your blind spots into an opportunity to build your team. In an era where retaining a tax planner is smart design of your legacy planning, so too is the idea of adding a business manager to your team as an entrepreneurial when the time is right.

In this week’s episode, Angelina Carleton chats with Scherrie Prince, Esq, an attorney who has learned the hard way why proper planning is so important. After losing her mother at age 16 and watching her family’s 150 acre farm be divided up in an atmosphere of little to no trust, she emphasizes how constant communication is better than quarterly communication. Scherrie brings a real life perspective, challenging the lack of exit planning most individuals have because they haven’t built in any legal protections. She introduces the concept of equity stripping as one remedy ... Learn more about Scherrie at www.linkedin.com/in/scherriespeaks.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1673620572Fri, 24 Nov 2023 14:55:38 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Are you an online influencer who needs to protect your Name, Image and Likeness? In the world of asset protection,...
-

Are you an online influencer who needs to protect your Name, Image and Likeness? In the world of asset protection, learning about how to protect your intellectual property is often skipped over. Licensing your name, understanding the value of your phone number and learning about minor as well as adult guardianships can turn your blind spots into an opportunity to build your team. In an era where retaining a tax planner is smart design of your legacy planning, so too is the idea of adding a business manager to your team as an entrepreneurial when the time is right.

In this week’s episode, Angelina Carleton chats with Scherrie Prince, Esq, an attorney who has learned the hard way why proper planning is so important. After losing her mother at age 16 and watching her family’s 150 acre farm be divided up in an atmosphere of little to no trust, she emphasizes how constant communication is better than quarterly communication. Scherrie brings a real life perspective, challenging the lack of exit planning most individuals have because they haven’t built in any legal protections. She introduces the concept of equity stripping as one remedy ... Learn more about Scherrie at www.linkedin.com/in/scherriespeaks.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2866falsefullhttps://www.angelinacarleton.com/legacytips
-

Succession! To get results, how do you transition and keep communication open? How do you communicate your vision with those involved in the family business and those who benefit? How do you keep everyone up to speed within the group as well as handle group differences? As a second generation of a family business, Dr. Fultz experienced the overall transition between the initial ‘Mom and Pop’ enterprise to bringing in a management team, facing bigger problems as well as growth. Their family business was and is in 48 states as well as 30 countries and Steve has had to trust himself through every year and test!

Now, he is bringing his daughter into the business. Don’t miss out on this chance to hear Steve speak into how he is designing his legacy today based on his character, sense of pride and just being ‘a good person’… like how his grandparents were ‘salt of the Earth people’. A legacy is so much more than one’s finances … it is your name, handshake and trust created within yourself and with others to last because you are ‘grateful’ for those who have shaped your life. In this podcast, Angelina Carleton speaks with Steve Fultz about his best life and business lessons. Tune in now! Learn more about Dr. Fultz at https://stevefultzphd.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1667457333Fri, 17 Nov 2023 12:59:07 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Succession! To get results, how do you transition and keep communication open? How do you communicate your vision with...
-

Succession! To get results, how do you transition and keep communication open? How do you communicate your vision with those involved in the family business and those who benefit? How do you keep everyone up to speed within the group as well as handle group differences? As a second generation of a family business, Dr. Fultz experienced the overall transition between the initial ‘Mom and Pop’ enterprise to bringing in a management team, facing bigger problems as well as growth. Their family business was and is in 48 states as well as 30 countries and Steve has had to trust himself through every year and test!

Now, he is bringing his daughter into the business. Don’t miss out on this chance to hear Steve speak into how he is designing his legacy today based on his character, sense of pride and just being ‘a good person’… like how his grandparents were ‘salt of the Earth people’. A legacy is so much more than one’s finances … it is your name, handshake and trust created within yourself and with others to last because you are ‘grateful’ for those who have shaped your life. In this podcast, Angelina Carleton speaks with Steve Fultz about his best life and business lessons. Tune in now! Learn more about Dr. Fultz at https://stevefultzphd.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3053falsefullhttps://www.angelinacarleton.com/legacytips
-

Business owning families often find themselves in need of frameworks and mechanisms to create continuity when it comes to communication, shared purpose and values. But many aren’t sure where to start when it comes to get-togethers, councils, constitutions, forums and committees. Wealth creators get caught up in the demands of the business, forgetting to learn how to nurture beliefs and behaviors of the NextGen – often not blocking out time to create reliable stewards. So how can you increase your family's awareness of your shared purpose, uniqueness, and philosophy to build trust?

In today’s episode, Angelina Carleton is joined once again by Laura and Riccardo Gambineri, founders of Trusted Governance, to speak into how to supervise, shape and add to new family conversations around stewardship and governance. They shed light on the value of human interaction and the non-financial aspects often not discussed in family offices. By shifting the focus from pressure and expectations to rejuvenation and self-actualization, you’ll learn how to improve your family’s governance and make sure all members feel heard at the table. Tune in and discover how good governance can significantly influence your wealth preservation and family harmony.

Learn more at https://www.trustedgovernance.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1661857485Fri, 10 Nov 2023 17:23:56 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Business owning families often find themselves in need of frameworks and mechanisms to create continuity when it...
-

Business owning families often find themselves in need of frameworks and mechanisms to create continuity when it comes to communication, shared purpose and values. But many aren’t sure where to start when it comes to get-togethers, councils, constitutions, forums and committees. Wealth creators get caught up in the demands of the business, forgetting to learn how to nurture beliefs and behaviors of the NextGen – often not blocking out time to create reliable stewards. So how can you increase your family's awareness of your shared purpose, uniqueness, and philosophy to build trust?

In today’s episode, Angelina Carleton is joined once again by Laura and Riccardo Gambineri, founders of Trusted Governance, to speak into how to supervise, shape and add to new family conversations around stewardship and governance. They shed light on the value of human interaction and the non-financial aspects often not discussed in family offices. By shifting the focus from pressure and expectations to rejuvenation and self-actualization, you’ll learn how to improve your family’s governance and make sure all members feel heard at the table. Tune in and discover how good governance can significantly influence your wealth preservation and family harmony.

Learn more at https://www.trustedgovernance.com.

-

Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4188falsefullhttps://www.spreaker.com/episode/how-karma-creates-your-legacy-with-tina-erwin-ret-us-navy-commander--66187562
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1656037218Fri, 03 Nov 2023 15:56:31 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Even though Halloween just passed, for many of you, the ‘trick or treat’ is whether you realize the connection between...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4077falsefullhttps://www.spreaker.com/episode/triage-how-to-heal-from-narcissistic-abuse-with-patricia-watson--66187600
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1650889611Fri, 27 Oct 2023 18:59:13 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - How important is healing and not bleeding to death? Triage in a hospital is a process to stop the bleeding, to...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4747falsefullhttps://www.spreaker.com/episode/the-legacy-manual-for-families-of-wealth-with-josh-kanter-esq--66187594
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1645741623Sat, 21 Oct 2023 00:59:29 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - One-hundred-year families, as well as new wealth creators, often procrastinate their holistic legacy planning because they...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3296falsefullhttps://www.spreaker.com/episode/the-journey-of-your-legacy-with-nextgen-ed-delia--66187529
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1638588960Thu, 12 Oct 2023 18:00:34 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - It’s a common oversight for NextGen family members – finding a vision all your own, after a leadership change, all the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3219falsefullhttps://www.spreaker.com/episode/navigating-cybersecurity-to-protect-your-legacy-with-evgeniy-kharam--66187599
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1633988043Fri, 06 Oct 2023 15:54:59 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - When it comes to your digital files, it’s natural to feel overwhelmed in managing your privacy. The secret is to...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3705falsefullhttps://www.spreaker.com/episode/2-step-neuroscience-hack-for-your-legacy-with-nathalie-plamondon-thomas--66187597
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1628013279Thu, 28 Sep 2023 23:40:45 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - In anyone’s mind, more than half our thoughts begin as negative! But today, entrepreneurs are discovering the power of...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3852falsefullhttps://www.spreaker.com/episode/how-to-co-create-as-a-couple-for-your-legacy-with-anthea-mumby--66187563
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1621057869Wed, 20 Sep 2023 20:46:43 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - As your business expands and you have an opportunity to co-create as a couple, inevitable questions arise such as: “how...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3664falsefullhttps://www.spreaker.com/episode/how-to-develop-socio-emotional-wealth-with-laura-riccardo-gambineri--66187565
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1617253611Fri, 15 Sep 2023 14:36:26 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Most families want high levels of achievement and business performance from their members. But they can often overlook...
Become a supporter of this podcast: 3919falsefullhttps://www.spreaker.com/episode/shared-values-purpose-for-family-businesses-with-martha-stice--66187635
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1611557139Fri, 08 Sep 2023 15:20:22 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Are you struggling to create good family council meetings, to build on your written charter and constitution? What does...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3635falsefullhttps://www.spreaker.com/episode/second-chances-to-design-your-legacy-with-nicole-majic-nde-s--66187552
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1608088971Mon, 04 Sep 2023 16:33:14 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Many entrepreneurs can find themselves depressed and fantasize about their death. They wonder if there is more to life...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3463falsefullhttps://www.spreaker.com/episode/your-legacy-is-out-of-your-control-with-alex-kirby-ceo-of-tfm--66187631
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1606241682Fri, 01 Sep 2023 22:06:29 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Most families only know their priorities when it comes to their work life. But if you want to see total family health...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3438falsefullhttps://www.spreaker.com/episode/turning-lack-into-opportunity-for-your-legacy-with-drexwell-seymore-mba--66187547
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1604550066Wed, 30 Aug 2023 19:24:02 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Almost all of us want to live into our dream life – to make the most use of our talents, strengths and what God has...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2611falsefullhttps://www.spreaker.com/episode/how-delaware-statutory-trusts-can-help-your-legacy-with-jim-whitesides--66187544
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1601102667Fri, 25 Aug 2023 17:03:05 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - There is a fundamental problem that many investors encounter: their inability to find great assets under pressure when the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2480falsefullhttps://www.spreaker.com/episode/sound-finances-make-for-an-easier-legacy-with-jeff-brandeis--66187549
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1599115536Wed, 23 Aug 2023 03:32:03 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Jeff Brandeis is the CEO of Brandeis Financial Services based in Tampa, Florida (USA). He is a graduate of the City...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2393falsefullhttps://www.spreaker.com/episode/vision-trust-and-a-plan-perfects-your-legacy-with-bradley-franc--66187593
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1596092742Fri, 18 Aug 2023 14:10:41 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Many business owners fear sharing their values openly in case their values aren’t shared by others. Or the ‘I will take...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2848falsefullhttps://www.spreaker.com/episode/a-human-centric-legacy-with-michaell-magrutsche--66187602
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1593835323Tue, 15 Aug 2023 15:53:14 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Most people feel like they have to operate from “lack” in order to survive and be relevant to the system. But when you...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3521falsefullhttps://www.spreaker.com/episode/how-to-design-your-legacy-after-divorce-with-winnie-chan-wang--66187686
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1588576291Wed, 09 Aug 2023 16:55:06 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - If you’re like most business owners, you’ve probably faced the long dark night of the soul – but you’re putting off...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4436falsefullhttps://www.spreaker.com/episode/how-goal-trauma-can-sabotage-your-legacy-with-rozlyn-warren-cht-eslc--66187553
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1583624431Sat, 05 Aug 2023 00:09:00 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Does goal trauma prevent...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4147falsefullhttps://www.spreaker.com/episode/how-to-design-a-legacy-after-cancer-with-crista-grasso--66187546
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1576919474Fri, 28 Jul 2023 20:06:31 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Where does one go to...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3082falsefullhttps://www.spreaker.com/episode/how-god-can-help-you-design-your-legacy-with-micah-dank--66187568
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1573555450Mon, 24 Jul 2023 21:03:14 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - You’ve heard us say it time and again: what apathy is doing to your legacy is just not right. But what about fear? Fear is...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4247falsefullhttps://www.spreaker.com/episode/how-to-avoid-being-forgotten-about-for-your-legacy-with-roy-osing--66187587
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1565962894Sat, 15 Jul 2023 17:58:16 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Undifferentiation is the blind spot to many businesses as well as holistic legacies, leading to no one knowing what your...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2969falsefullhttps://www.spreaker.com/episode/cedric-bertelli-the-emotional-intelligence-strategy-your-legacy-needs--66187662
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1558812001Fri, 07 Jul 2023 22:32:10 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Most people avoid resolving their fears and questioning their beliefs – but you don’t have to! This podcast will show you...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2844falsefullhttps://www.spreaker.com/episode/how-to-design-a-legacy-through-great-communication-with-david-lenok-esq--66187566
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1553746759Fri, 30 Jun 2023 17:55:07 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy that is based on your values? - Are you crushing your or your family’s legacy under the weight of expectations? Don’t worry, this scenario is more...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3465falsefullhttps://www.spreaker.com/episode/trusts-not-for-everyone-nextgen-legacies-with-howard-hinman--66187551
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1546256041Wed, 21 Jun 2023 15:08:09 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - When you need to create privacy and long-term benefits (for your beneficiaries), how do you commence a trust in the three...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3253falsefullhttps://www.spreaker.com/episode/your-most-meaningful-legacy-with-leadership-coach-tony-martignetti--66187638
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1542277855Fri, 16 Jun 2023 19:35:11 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Ever experience a day where you felt fully attached to your life as the author, and not just a reporter? It felt like...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3714falsefullhttps://www.spreaker.com/episode/clear-skies-ahead-for-your-legacy-with-gabriel-lazar-and-sharon-daphna--66187610
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1535499223Fri, 09 Jun 2023 21:50:51 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy with confidence? - Life force energy is like oxygen for your survival and legacy. Whether you’re interacting with your physical, professional...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4031falsefullhttps://www.spreaker.com/episode/cancer-survivor-to-entrepreneurial-sculptor-shaping-crista-grasso-s-legacy--66187561
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1528977250Fri, 02 Jun 2023 16:13:18 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - It’s no shock that scaling is today’s secret in the entrepreneurial marketplace. Digital products, journals, planners …...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3085falsefullhttps://www.spreaker.com/episode/imparting-principles-and-lessons-for-his-legacy-with-spencer-hilligoss--66187664
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1523309116Fri, 26 May 2023 15:24:25 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - How do you break from the golden handcuffs of a job that serves another’s legacy vision compared to your own? After...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3119falsefullhttps://www.spreaker.com/episode/how-to-heal-from-narcissistic-abuse-with-melania-tonia-evans--66187580
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1517052715Thu, 18 May 2023 16:40:07 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - If you have ever experienced collateral damage from a narcissist, your soul could be left in fragments. But...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>5562falsefullhttps://www.spreaker.com/episode/we-support-each-other-to-the-end-with-ceo-mike-kaeding-of-norhart--66187671
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1512897457Fri, 12 May 2023 18:42:42 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you shaping your legacy based on your values? - Life is short. But understanding yourself to engage with life in a way that supports your dreams is a key part of your...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2846falsefullhttps://www.spreaker.com/episode/how-to-set-up-a-common-law-trust-with-howard-hinman-paralegal--66187570
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1507183183Fri, 05 May 2023 13:20:50 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Most entrepreneurs don’t know about trusts, and if they do, it's with very limited knowledge. But if you want design...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3429falsefullhttps://www.spreaker.com/episode/how-to-turn-your-raw-idea-into-an-investor-package-with-lee-stone--66187574
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1502391817Fri, 28 Apr 2023 20:14:07 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Have you ever wanted to convert your raw ideas into million-dollar plans? If so, you might be curious how you go about...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3477falsefullhttps://www.spreaker.com/episode/how-to-turn-your-unneeded-life-insurance-policy-into-cash-with-david-rosell--66187675
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1497097741Thu, 20 Apr 2023 16:55:46 +0000Angelina CarletonDesign your legacy with confidence today at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Most people think their life insurance policy falls into one of three categories: lapse, surrender or finish it out...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2552falsefullhttps://www.spreaker.com/episode/how-to-transform-tragedy-into-legacy-with-anneke-lucas--66187576
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1492412923Fri, 14 Apr 2023 14:38:00 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Many people do not prevail in life and death situations, nor chose to transform in the healing work thereafter to move...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>6451falsefullhttps://www.spreaker.com/episode/how-to-design-your-legacy-starting-today-with-jason-skeesick--66187582
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1487393191Fri, 07 Apr 2023 15:12:19 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - We will all leave behind a legacy ... it may be historic, to influence millions of lives for many generations, or it...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3091falsefullhttps://www.spreaker.com/episode/how-to-continue-your-family-legacy-with-rodrigo-himiob--66187647
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1481548960Thu, 30 Mar 2023 23:40:48 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Attention family business members, would you like to design a legacy that continues more than three generations? Well,...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3217falsefullhttps://www.spreaker.com/episode/how-to-set-up-your-family-office-with-peter-brock-of-beewyzer-com--66187591
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1476716986Fri, 24 Mar 2023 17:44:09 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Your wealth is growing, and you don’t have the staff on hand to manage all the moving parts. When there are asset...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3196falsefullhttps://www.spreaker.com/episode/how-to-leverage-astrology-for-your-legacy-with-barbara-alexander--66187667
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1470655960Fri, 17 Mar 2023 00:15:49 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Most of us have no idea about how our natal star charts could help design our legacy. We’ve only relied on traditional...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3478falsefullhttps://www.spreaker.com/episode/the-family-fly-wheel-for-your-holistic-legacy-with-aaron-shelley-mba--66187589
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1466154559Fri, 10 Mar 2023 19:29:06 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - No matter your country, the divorce rate(s) as well as the lack of preparation with the next gen is not ideal when we look...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3495falsefullhttps://www.spreaker.com/episode/how-to-build-confidence-for-your-legacy-with-bradley-clark--66187577
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1460609695Fri, 03 Mar 2023 16:43:53 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - At age 37, Bradley Clark lost it all and had to figure out how to get most of it back. Everything he had known, from his...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3681falsefullhttps://www.spreaker.com/episode/will-your-legacy-be-wiser-with-peter-brock-co-founder-of-beewyzer-com--66187584
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1449267955Fri, 17 Feb 2023 16:15:37 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Are you in an entrepreneurial family where the subject of your legacy isn’t talked about enough, with key communications...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2516falsefullhttps://www.spreaker.com/episode/3-skills-to-influence-your-legacy-brand-with-alex-brueckmann--66187573
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1444379368Fri, 10 Feb 2023 23:23:03 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Each of us are trying to find our place in this world. Sometimes we need an advocate in our corner that can coach us...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2597falsefullhttps://www.spreaker.com/episode/emitting-your-legacy-frequency-with-dr-vic-manzo--66187681
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1439143729Fri, 03 Feb 2023 17:22:50 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. - One of the toughest blind spots of designing a legacy is noticing how you show up. This awareness becomes even more counter cultural when you’ve been conditioned to focus on...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3057falsefullhttps://www.spreaker.com/episode/5-biggest-legacy-planning-mistakes-with-john-k-ross-esq--66187618
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1434140155Sat, 28 Jan 2023 00:14:28 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you able to shape your legacy based on your values? - Ever call the phone company when your name isn’t on the account and the cell carrier won’t speak to you (on behalf of a...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3665falsefullhttps://www.spreaker.com/episode/all-risk-is-human-when-investing-legacy-with-salvatore-buscemi--66187588
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1428826330Fri, 20 Jan 2023 19:13:07 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - What if you could look...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2583falsefullhttps://www.spreaker.com/episode/asset-legacy-an-architectural-perspective-with-lee-stone--66187578
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1423383850Fri, 13 Jan 2023 20:17:51 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you able to shape your legacy based on your values? - If you feel like today’s architecture is a "copy and paste" exercise based in limited choices, you’re not alone. Most...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4410falsefullhttps://www.spreaker.com/episode/franchising-a-turn-key-option-for-your-legacy-with-marty-greenbaum--66187611
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1418125198Fri, 06 Jan 2023 17:59:43 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Are you unsatisfied with your job, been let go of or are not making it as a solo business owner? If so, thriving in...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2392falsefullhttps://www.spreaker.com/episode/emotionally-immature-parents-your-legacy-with-dr-lindsay-gibson--66187612
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1404119362Fri, 16 Dec 2022 16:26:28 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - No one wants to design a legacy alone – without the support of family and/or those persons closest to them - and no...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3219falsefullhttps://www.spreaker.com/episode/legacy-it-s-a-journey-mission-and-lessons-with-kevin-palmieri--66187590
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1399501618Fri, 09 Dec 2022 18:21:21 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - It's exciting to design your legacy sooner than later, but the realization that life is too long to do what you don’t...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2835falsefullhttps://www.spreaker.com/episode/from-early-epilepsy-to-a-designed-legacy-with-jason-skeesick--66187622
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1395125065Sat, 03 Dec 2022 01:49:51 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Are you against the odds when it comes to designing your holistic legacy even though you know you could create the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3100falsefullhttps://www.spreaker.com/episode/starting-over-for-your-legacy-with-hannah-chapman--66187595
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1385968369Fri, 18 Nov 2022 21:10:42 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - More often than not, entrepreneurs are challenged to think outside the box even when it means they may have to be a...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2906falsefullhttps://www.spreaker.com/episode/trackmage-your-legacy-with-irina-poddubnaia--66187627
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1381045417Fri, 11 Nov 2022 17:39:38 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Do you have a great product to sell online and a great team around you but can’t quite figure out the formula to increase...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2442falsefullhttps://www.spreaker.com/episode/whole-life-insurance-design-with-options-with-blake-brogan--66187586
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1377192013Sat, 05 Nov 2022 19:37:44 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Tune in for this special “investment” episode! Like so many investors, you are looking for growth that’s safer than the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2644falsefullhttps://www.spreaker.com/episode/how-to-navigate-m-a-for-your-legacy-with-ryan-goral--66187604
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1372148677Fri, 28 Oct 2022 23:51:08 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - If you’ve ever opined that mergers and acquisitions is only for … well, investors shopping for businesses with revenues...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2196falsefullhttps://www.spreaker.com/episode/how-your-story-can-be-the-connector-for-your-legacy-with-brandy-whalen--66187637
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1368653731Sun, 23 Oct 2022 17:15:10 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Let’s start with the bad news. If you’re attempting to design a meaningful legacy and you only have legal and family...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2716falsefullhttps://www.spreaker.com/episode/the-emotional-undercurrent-of-your-legacy-with-anne-beaulieu--66187598
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1367848816Fri, 21 Oct 2022 23:48:26 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Would you agree to a bank loan where you didn’t know the repayment terms? Then why would you consent to an emotional debt...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3905falsefullhttps://www.spreaker.com/episode/yvan-demosthenes-establishing-your-legacy-with-your-presence--66187656
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1363215940Fri, 14 Oct 2022 21:54:28 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - For everyone, but especially business owners and founders, trust matters. Specifically when you are building your team...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2624falsefullhttps://www.spreaker.com/episode/how-to-design-your-legacy-after-the-loss-of-a-child-with-tina-kadish--66187655
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1359782143Sun, 09 Oct 2022 18:47:04 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - How can you design your legacy after you’ve experienced the unexpected passing of your child? Especially after the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2662falsefullhttps://www.spreaker.com/episode/buderfly-your-legacy-with-shea-gerhardt--66187657
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1358800114Fri, 07 Oct 2022 17:30:50 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - What if your learning disability becomes your legacy superpower because it motivates you to think outside the box? The...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2500falsefullhttps://www.spreaker.com/episode/nurturing-your-talent-for-your-legacy-with-vinnie-potestivo--66187630
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1354638109Sat, 01 Oct 2022 02:28:28 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - If you’re like most people, you hate being in the spotlight – and then, there's how much you have to trust yourself in...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3087falsefullhttps://www.spreaker.com/episode/b-generous-for-your-legacy-with-dominic-kalms--66187614
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1349678989Fri, 23 Sep 2022 16:11:22 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Do you have a heart for philanthropy - in your legacy of giving? Or do you feel a connection to a highly personal cause...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2315falsefullhttps://www.spreaker.com/episode/truth-duty-honor-ptsd-to-legacy-with-scott-anderson--66187609
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1345236211Fri, 16 Sep 2022 18:17:11 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - What if there are remedies to burn out, especially if you've experienced PTSD? How do you work through that burn out, if...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2786falsefullhttps://www.spreaker.com/episode/be-still-and-know-for-your-legacy-with-katina-horton--66187613
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1340812726Fri, 09 Sep 2022 15:50:43 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Are you struggling to recover in post-traumatic growth and heal from a seed of rejection, so as to finally be ready to...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2485falsefullhttps://www.spreaker.com/episode/a-legal-legacy-with-the-ladies-in-law-ameena-sheikh-jazzy-rippy--66187623
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1336542817Fri, 02 Sep 2022 18:13:17 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - If you are an unmarried couple, especially in the LGBTQ+ community, you probably have no idea what you are up against...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3097falsefullhttps://www.spreaker.com/episode/design-your-legacy-with-beauty-symmetry-and-tradition-john-williams--66187608
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1332033775Fri, 26 Aug 2022 21:11:11 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - How do you design a legacy so that it includes beauty, symmetry and tradition? The problem is we don’t understand the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2543falsefullhttps://www.spreaker.com/episode/get-right-for-your-legacy-with-bessi-graham--66187633
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1327380532Fri, 19 Aug 2022 22:42:06 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Did you know that philanthropy has the highest risk profile? Fear not though when you plan your legacy engaged from a...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2066falsefullhttps://www.spreaker.com/episode/a-bridge-for-tomorrow-s-legacy-with-sabrina-victoria--66187624
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1323189391Fri, 12 Aug 2022 23:01:26 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Entrepreneurs are wired to achieve no matter the costs. But sometimes one has to walk away from multiple homes and cars as...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2305falsefullhttps://www.spreaker.com/episode/i-know-this-to-be-true-about-your-legacy-with-eric-bailey--66187641
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1318857403Sat, 06 Aug 2022 02:46:21 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Having difficulty talking about your legacy plans given existing beliefs or when the people around you become tight...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3011falsefullhttps://www.spreaker.com/episode/your-legacy-like-business-is-a-spiritual-game-with-timi-orosz--66187670
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1317405184Wed, 03 Aug 2022 21:46:56 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - When it comes to understanding your deeper spiritual calling, you need to start with building the fundamentals, trusting...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3637falsefullhttps://www.spreaker.com/episode/how-to-get-wise-for-your-legacy-with-barry-s-rutten-cfp--66187680
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1314155497Fri, 29 Jul 2022 14:37:42 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Generational wealth has many business owners worried. How can you keep your family together in the transfer of morals,...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3695falsefullhttps://www.spreaker.com/episode/a-sagevisor-for-your-legacy-with-pushpanjali-oliver-lund--66187632
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1310125273Fri, 22 Jul 2022 22:03:30 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - What if you need a legacy plan beyond just wills and estates, especially if you are a HNW individual or a new wealth...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1489falsefullhttps://www.spreaker.com/episode/legacy-don-t-play-hide-the-treasure-with-james-woodall--66187629
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1305814102Fri, 15 Jul 2022 15:11:31 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - When you have an affluent family member pass away, and there's no holistic legacy plan, all heck can and will break loose....
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3217falsefullhttps://www.spreaker.com/episode/living-your-legacy-of-truth-the-value-is-in-you-with-precious-fuller--66187650
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1302104509Fri, 08 Jul 2022 23:15:43 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to design a legacy based on your values? - So many people in the world feel invisible and demand change when it comes to their being seen, heard and understood....
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>1848falsefullhttps://www.spreaker.com/episode/the-holy-spirit-in-your-legacy-with-dr-rainwaters--66187663
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1299480325Mon, 04 Jul 2022 16:45:08 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Is your legacy stuck in its development due to being surrounded by negativity? No matter where you start from in life,...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3698falsefullhttps://www.spreaker.com/episode/a-legacy-of-innovation-with-nicholas-mitsakos--66187636
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1298271559Sat, 02 Jul 2022 00:42:41 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Many people think of a legacy as a list of goals but it can also be a carry over from something before, in what is handed...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3058falsefullhttps://www.spreaker.com/episode/creating-opportunities-with-rocky-kelly-at-arcadia-capital--66187634
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1293700057Fri, 24 Jun 2022 15:35:48 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - What would you do if you could invest $25M into digital assets? It’s a big decision, and difficult to know where to...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2120falsefullhttps://www.spreaker.com/episode/legacy-integrity-in-advertising-with-john-follis--66187646
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1289574412Fri, 17 Jun 2022 20:52:25 +0000Angelina CarletonDesign your legacy with confidece at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - As a business owner, you work long hours to deliver your talent to clients as you grow your business. The problem is how do...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2955falsefullhttps://www.spreaker.com/episode/an-eternal-legacy-with-wendy-cunningham--66187679
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1285965610Sun, 12 Jun 2022 14:29:55 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - You've heard us say it over and over again: your values matter when defining your legacy because it sets the direction in...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3350falsefullhttps://www.spreaker.com/episode/toxic-v-evolved-masculinity-in-your-legacy-with-marc-azoulay--66187666
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1280544376Fri, 03 Jun 2022 17:29:21 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you shaping a legacy based on your values? - When it comes to developing your legacy, it's easy to fall back into past pain and trauma especially when you haven’t done the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3058falsefullhttps://www.spreaker.com/episode/persistence-the-making-of-a-legacy-with-jeffrey-feldberg--66187643
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1276500271Fri, 27 May 2022 21:09:06 +0000Angelina CarletonDesign your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - One of the inquiries we get asked the most at Legacy Planning© is “Can designing a Legacy work for me as a self-made...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3418falsefullhttps://www.spreaker.com/episode/the-legacy-of-great-stories-with-professor-lucinda-sage-midgorden--66187615
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1273343128Mon, 23 May 2022 00:58:54 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Humans are set up for...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3600falsefullhttps://www.spreaker.com/episode/family-business-legacies-with-founder-rob-ferguson--66187652
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1272167746Fri, 20 May 2022 17:55:47 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - It’s just plain wrong...
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Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1268752378Sun, 15 May 2022 14:52:01 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - How do you operate in a...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3180falsefullhttps://www.spreaker.com/episode/legacy-a-penny-or-a-million-with-david-rosell--66187644
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1267782325Fri, 13 May 2022 17:48:03 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Your financial education...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2778falsefullhttps://www.spreaker.com/episode/differing-abilities-and-unique-legacies-with-mark-john-cronin--66187645
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1263627562Fri, 06 May 2022 23:44:51 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - As an entrepreneur,...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2563falsefullhttps://www.spreaker.com/episode/legacy-a-financial-adventure-with-shlomo-freund--66187640
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1259634916Sat, 30 Apr 2022 00:57:13 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Set alongside the trend...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2124falsefullhttps://www.spreaker.com/episode/legacy-an-intuitive-perspective-with-ms-terry-wildemann--66187628
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1258672747Thu, 28 Apr 2022 14:54:18 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Many leaders do not know...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2316falsefullhttps://www.spreaker.com/episode/overcome-your-inner-critic-through-compassion-with-ariana-friedlander--66187665
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1255671121Sat, 23 Apr 2022 17:44:05 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - You want to design your...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2513falsefullhttps://www.spreaker.com/episode/spiritual-balance-for-your-legacy-with-joe-rockey--66187659
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1255204285Fri, 22 Apr 2022 20:16:12 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - As a business owner,...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2781falsefullhttps://www.spreaker.com/episode/legacies-for-business-owners-with-james-laws--66187606
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1254616960Thu, 21 Apr 2022 22:06:00 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - You started your...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2452falsefullhttps://www.spreaker.com/episode/legacy-art-discover-your-wisdom-with-michaell-magrutsche--66187669
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1250830468Fri, 15 Apr 2022 16:53:57 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - In the world of...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2840falsefullhttps://www.spreaker.com/episode/perfect-your-mindset-for-your-legacy-with-ken-attard--66187607
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1246932922Fri, 08 Apr 2022 21:40:40 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Circumstances can limit...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2794falsefullhttps://www.spreaker.com/episode/30t-in-philanthropy-through-your-legacy-with-les-winston--66187639
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1242941800Sat, 02 Apr 2022 03:03:02 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Les Winston is Chairman...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2912falsefullhttps://www.spreaker.com/episode/legacy-an-artistic-perspective-with-sarah-degrave--66187651
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1238704612Fri, 25 Mar 2022 15:18:24 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Are you considering art...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2737falsefullhttps://www.spreaker.com/episode/the-power-of-a-legacy-book-with-bruce-shutan--66187642
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1234914616Sat, 19 Mar 2022 01:35:45 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Do you think of your...
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Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1230658561Fri, 11 Mar 2022 19:39:20 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - So many learners feel...
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Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1226471623Fri, 04 Mar 2022 19:21:33 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Your legacy needs the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2804falsefullhttps://www.spreaker.com/episode/emotional-impact-of-wealth-with-dr-jamie-traeger-muney--66187648
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1222577302Fri, 25 Feb 2022 22:02:49 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - As an inheritor, you are...
Become a supporter of this...]]>1773falsefullhttps://www.spreaker.com/episode/intellectual-property-your-legacy-with-gordon-firemark-esq--66187661
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1218555334Sat, 19 Feb 2022 01:35:33 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - As an entrepreneur,...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3288falsefullhttps://www.spreaker.com/episode/sharing-happiness-for-his-legacy-with-dave-combs--66187617
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1214330344Sat, 12 Feb 2022 00:52:52 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Music touches and heals...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3141falsefullhttps://www.spreaker.com/episode/succession-planning-past-lives-with-katische-haberfield--66187620
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1209919270Fri, 04 Feb 2022 19:05:16 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - When it comes to...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3254falsefullhttps://www.spreaker.com/episode/compounding-your-stewardship-with-david-mccary--66187649
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1206043069Sat, 29 Jan 2022 15:11:48 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Stewardship as a 'Next...
Become a supporter of this podcast: 1975falsefullhttps://www.spreaker.com/episode/legacy-memorable-design-spaces-with-cristiana-crin--66187660
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1201310863Sat, 22 Jan 2022 02:47:44 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - How do you design a...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3795falsefullhttps://www.spreaker.com/episode/women-and-legacies-a-chat-with-andrea-hanson--66187658
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1196769511Fri, 14 Jan 2022 23:51:08 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Be A Woman Who Designs...
Become a...]]>3525falsefullhttps://www.spreaker.com/episode/how-to-create-a-strong-legacy-with-ryan-rae-harbuck--66333664
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Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3253falsefullhttps://www.spreaker.com/episode/how-to-heal-after-trauma-with-andrea-hanson--66333667
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1180479304Sun, 19 Dec 2021 03:11:57 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - After Paris Hilton...
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Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1168497736Mon, 29 Nov 2021 02:34:32 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Family business founders...
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Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1154758783Sat, 06 Nov 2021 02:01:18 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - How do you build a...3490falsefullhttps://www.spreaker.com/episode/navigating-conflict-for-your-legacy-with-dr-jerry-fu--66333671
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Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1147335406Sun, 24 Oct 2021 22:00:29 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Chancellor talks about...4072falsefullhttps://www.spreaker.com/episode/mentorship-advisory-boards-legacy-with-trish-tonaj--66333670
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Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1138448944Fri, 08 Oct 2021 16:47:05 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - What if competition...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3612falsefullhttps://www.spreaker.com/episode/writing-our-legacies-together-with-silvana-mariel-munoz--66333679
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1134418183Fri, 01 Oct 2021 15:55:15 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Silvana Mariel Munoz...3842falsefullhttps://www.spreaker.com/episode/legacy-literacy-10-year-goals-with-rob-cook--66333685
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1130636437Fri, 24 Sep 2021 22:47:23 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Rob Cook is a CPA and...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3740falsefullhttps://www.spreaker.com/episode/finding-yourself-to-find-your-legacy-w-kawsar-koodaruth--66333680
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1123167640Sun, 12 Sep 2021 03:08:56 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Kawsar Koodaruth is the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2920falsefullhttps://www.spreaker.com/episode/legacy-inspiration-ceo-will-george-of-buck-n-bass--66333683
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1119018325Sun, 05 Sep 2021 02:57:48 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - You can't beat somebody...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2097falsefullhttps://www.spreaker.com/episode/post-traumatic-growth-5-r-s-with-toby-cowern--66333691
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1114207000Fri, 27 Aug 2021 20:10:36 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Storms come, they always...
Become a supporter of this podcast: 4937falsefullhttps://www.spreaker.com/episode/the-protagonist-of-your-legacy-with-nelson-cury-filho--66333690
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1109155753Thu, 19 Aug 2021 22:15:40 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Nelson Cury Filho is the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3417falsefullhttps://www.spreaker.com/episode/legacy-mba-admissions-with-mateo-chang--66333688
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1104773491Thu, 12 Aug 2021 17:38:11 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - While only 3% of MBA...
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Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1101639007Sat, 07 Aug 2021 02:01:57 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - The universe is full of...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3578falsefullhttps://www.spreaker.com/episode/legacy-insights-with-andres-ospina-of-the-family-office-club--66333695
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1097355664Fri, 30 Jul 2021 23:49:29 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Andres Ospina, Managing...
Become a supporter of this podcast: 4023falsefullhttps://www.spreaker.com/episode/legacy-perspectives-from-one-gen-z-with-megan-mahlandt--66333681
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1093823446Sun, 25 Jul 2021 14:47:27 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - A common misconception...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3417falsefullhttps://www.spreaker.com/episode/give-permission-for-more-with-cynthia-loy-darst--66333676
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1088375197Fri, 16 Jul 2021 01:45:48 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - What if the information...
Become a...]]>2879falsefullhttps://www.spreaker.com/episode/actualized-leadership-with-dov-baron--66333673
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1084903255Sat, 10 Jul 2021 03:05:46 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Can respect, curiosity...
Become a supporter of this podcast: 5788falsefullhttps://www.spreaker.com/episode/what-they-don-t-tell-you-for-your-legacy-with-shirley-chock--66333699
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1080337171Fri, 02 Jul 2021 18:39:46 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - It’s just not right how...
Become a supporter of this podcast: 5178falsefullhttps://www.spreaker.com/episode/sacred-mysteries-through-legacy-with-karl-neville--66333672
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1075865113Fri, 25 Jun 2021 15:45:24 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Have you ever wanted to...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>5185falsefullhttps://www.spreaker.com/episode/seven-pillars-of-preparedness-with-toby-cowern--66333682
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1070945419Fri, 18 Jun 2021 01:30:38 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - What can we learn from a...
Become a supporter of this podcast: 3833falsefullhttps://www.spreaker.com/episode/geographical-diversification-with-jamie-vrijhof-droese--66333697
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1065335491Wed, 09 Jun 2021 22:40:42 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Did you know the U.S....
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3345falsefullhttps://www.spreaker.com/episode/expanding-perceptions-of-survivors-for-her-legacy-with-jenny-barnett--66333686
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1061961484Fri, 04 Jun 2021 14:08:24 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - *What if the greatest...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3773falsefullhttps://www.spreaker.com/episode/cultural-handover-for-his-nextgen-legacy-with-ronnie-maina--66333703
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1057062790Fri, 28 May 2021 02:27:34 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Ronnie Maina is the...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>4810falsefullhttps://www.spreaker.com/episode/a-good-stewardship-of-all-life-with-foppe-seekles--66333693
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1052995843Fri, 21 May 2021 16:31:09 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - While living a life of...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3488falsefullhttps://www.spreaker.com/episode/find-your-superpower-with-matthias-berger--66333704
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1048439155Fri, 14 May 2021 00:53:34 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Most of us never uncover...
Become a supporter of this podcast: 4370falsefullhttps://www.spreaker.com/episode/keeping-it-real-in-the-legacy-of-karl-neville--66333705
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1045950109Mon, 10 May 2021 03:20:32 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - To commence the video...
Become a...]]>3883falsefullhttps://www.spreaker.com/episode/a-legacy-of-passion-and-style-with-robyn-blaber--66333700
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1044158167Thu, 06 May 2021 23:40:40 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - From royalty to...
Become a supporter of this podcast: 3792falsefullhttps://www.spreaker.com/episode/legacy-stories-the-good-bad-your-end-result-w-bryan-mitchell--66333684
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1044151558Thu, 06 May 2021 23:21:46 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - For some entrepreneurs,...
Become a supporter of this podcast: 3803falsefullhttps://www.spreaker.com/episode/melanie-veazey-wholesome-talent-for-your-holistic-legacy--66333702
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1044145759Thu, 06 May 2021 23:09:26 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Are you struggling to...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3533falsefullhttps://www.spreaker.com/episode/more-than-the-money-with-ashim-kumar--66333696
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1040304793Sat, 01 May 2021 02:47:50 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - When it comes to...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3276falsefullhttps://www.spreaker.com/episode/the-legacy-of-latin-family-businesses-with-carlos-gonzalez-cassis--66333701
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1038478483Wed, 28 Apr 2021 14:57:21 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - In this podcast episode,...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3785falsefullhttps://www.spreaker.com/episode/travel-and-wisdom-for-your-holistic-legacy-with-randall-mckeown--66333689
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1035973987Sat, 24 Apr 2021 17:10:26 +0000Angelina CarletonBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Randall McKeown is a...
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>3560falsefullhttp://www.designurlegacy.com
-

Are you in need of growth strategies as well as a network for private cross border wealth managers? If so, you’re in the right place as Switzerland is one of the most resilient, stable countries in a world that is getting more and more volatile. You’re lucky enough to be affluent, whether you were the founder or a beneficiary: this means you may seek out a second passport (or residence) as well as be need of a plan for your family in advance for consensus. This can create a new level of planning: you need to use your time extremely wisely but you’re being pulled in multiple directions. If you don’t learn jurisdictional and long-term strategies to protect your wealth, assets (and life!), you and your family could suffer from unforeseen tragedy and loss.

In this episode, Angelina Carleton speaks to Anne Liebgott of AWS (Americans Welcome Switzerland) about asset diversification, how millennials are about to inherit $30T and how agreement is important for families when it comes to the direction of their private and public wealth needs. Listen to learn three strategies, including Suisse trusts, that you can leverage to improve your wealth preservation as well as any issues you never knew existed! When you learn to protect your time and assets, you’ll feel more comfortable to get back to designing a legacy that honors your values and your family’s values (before it’s too late!)

Learn more at www.americanswelcome.swiss.

-

AWS builds a bridge between US investors seeking to diversify their assets globally and jurisdictionally who would like to hold some assets outside of the US banking system with Suisse wealth managers registered with the Securities and Exchange Commission in the United States. AWS is thereby able to provide Swiss wealth management services to Americans without restrictions. There are no website sign-in requirements and requests for further information to go directly to the companies listed. Americans can "do their homework" in their due diligence and research in selecting a Swiss wealth manager of preference.

---

About Legacy Planning(c):
There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.

Our Story:
We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.

Our Mission Statement:
Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.

Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.

-

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in!

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1025619568Thu, 15 Apr 2021 19:30:49 +0000Angelina CarletonBook your Virtual Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your plan at www.designurlegacy.com/consultation. - Are you in need of...
-

Are you in need of growth strategies as well as a network for private cross border wealth managers? If so, you’re in the right place as Switzerland is one of the most resilient, stable countries in a world that is getting more and more volatile. You’re lucky enough to be affluent, whether you were the founder or a beneficiary: this means you may seek out a second passport (or residence) as well as be need of a plan for your family in advance for consensus. This can create a new level of planning: you need to use your time extremely wisely but you’re being pulled in multiple directions. If you don’t learn jurisdictional and long-term strategies to protect your wealth, assets (and life!), you and your family could suffer from unforeseen tragedy and loss.

In this episode, Angelina Carleton speaks to Anne Liebgott of AWS (Americans Welcome Switzerland) about asset diversification, how millennials are about to inherit $30T and how agreement is important for families when it comes to the direction of their private and public wealth needs. Listen to learn three strategies, including Suisse trusts, that you can leverage to improve your wealth preservation as well as any issues you never knew existed! When you learn to protect your time and assets, you’ll feel more comfortable to get back to designing a legacy that honors your values and your family’s values (before it’s too late!)

Learn more at www.americanswelcome.swiss.

-

AWS builds a bridge between US investors seeking to diversify their assets globally and jurisdictionally who would like to hold some assets outside of the US banking system with Suisse wealth managers registered with the Securities and Exchange Commission in the United States. AWS is thereby able to provide Swiss wealth management services to Americans without restrictions. There are no website sign-in requirements and requests for further information to go directly to the companies listed. Americans can "do their homework" in their due diligence and research in selecting a Swiss wealth manager of preference.

---

About Legacy Planning(c):
There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.

Our Story:
We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.

Our Mission Statement:
Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.

Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.

-

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in!

#humancapital...]]>2867falsefullhttp://www.designurlegacy.com
-

Have you ever considered starting and keeping dream journals to interpret your dreams as a part of your legacy to pass on? In this podcast episode, John and I cover a variety of topics such as:

1. How dreams can confirm our greater purpose and destiny;
2. How John has guide a variety of business professionals as well as board placement;
3. The impact of dreams on hedge fund mergers;
4. How dreams have sparked innovation, ground breaking inventions and miraculous breakthroughs;
5. How we can find profound messages in our dreams, available to us all, in what is known as the spiritual seer arts or what hackers call "Zero Day";
6. How he has delivered reports with actionable intel and symbol breakdown;
7. How the Creator can give us all a window into the past or future events;
8. How we can all tap into a spiritual realm when we stay open to possibilities;
9. How recurring dreams, nightmares and vivid dreams can be messages; and;
10. How we can leave our dream journals to the next generation as a part of our legacy.
    
    55 minutes in “It reaches into the question of legacy that if you are open to the idea that somebody with an intelligent design created you and maybe there is something that made me, maybe there’s a purpose to my life that is way bigger than what I think and feel and that is beyond just me. When you can tap into that, you can tap into a destiny and a legacy that will leave an impact on this earth far exceeds your lifetime. Is it possible that that Creator would still want to communicate with me through the language of dreams”;
    
    58 minutes: I want a generational legacy that includes dream journals from the past 2-3 generations… Don’t wait to lose everything to look outside yourself for answers in the observable context… I want intelligence beyond myself.”
    
    1:04: “For my legacy, I want the entire world to be open more to the language of dreams and just ‘human knowledge’ and then, leave behind something greater than myself. I think if 100 million people could listen to God as it relates to our business and inventions, we could dramatically change this world, such as ancient councils.”
    
    ---
    
    About Legacy Planning(c): There is an empty space between financial planning and estate law where a Co-Active Coach can expand the conversations around your holistic legacy planning.
    
    Our Story:
    We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.
    
    Our Mission Statement:
    Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.
    
    Our Theme:
    If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.
    
    -
    
    If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in! 
    
    #humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1025513533Thu, 08 Apr 2021 21:05:12 +0000Angelina CarletonBook your Virtual Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Have you ever considered...
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Have you ever considered starting and keeping dream journals to interpret your dreams as a part of your legacy to pass on? In this podcast episode, John and I cover a variety of topics such as:

1. How dreams can confirm our greater purpose and destiny;
2. How John has guide a variety of business professionals as well as board placement;
3. The impact of dreams on hedge fund mergers;
4. How dreams have sparked innovation, ground breaking inventions and miraculous breakthroughs;
5. How we can find profound messages in our dreams, available to us all, in what is known as the spiritual seer arts or what hackers call "Zero Day";
6. How he has delivered reports with actionable intel and symbol breakdown;
7. How the Creator can give us all a window into the past or future events;
8. How we can all tap into a spiritual realm when we stay open to possibilities;
9. How recurring dreams, nightmares and vivid dreams can be messages; and;
10. How we can leave our dream journals to the next generation as a part of our legacy.
    
    55 minutes in “It reaches into the question of legacy that if you are open to the idea that somebody with an intelligent design created you and maybe there is something that made me, maybe there’s a purpose to my life that is way bigger than what I think and feel and that is beyond just me. When you can tap into that, you can tap into a destiny and a legacy that will leave an impact on this earth far exceeds your lifetime. Is it possible that that Creator would still want to communicate with me through the language of dreams”;
    
    58 minutes: I want a generational legacy that includes dream journals from the past 2-3 generations… Don’t wait to lose everything to look outside yourself for answers in the observable context… I want intelligence beyond myself.”
    
    1:04: “For my legacy, I want the entire world to be open more to the language of dreams and just ‘human knowledge’ and then, leave behind something greater than myself. I think if 100 million people could listen to God as it relates to our business and inventions, we could dramatically change this world, such as ancient councils.”
    
    ---
    
    About Legacy Planning(c): There is an empty space between financial planning and estate law where a Co-Active Coach can expand the conversations around your holistic legacy planning.
    
    Our Story:
    We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.
    
    Our Mission Statement:
    Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.
    
    Our Theme:
    If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.
    
    -
    
    If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and...]]>4439consciousdreaming,designyourlegacy,dreamanalysis,dreaminterpretation,dreamjournaling,dreamsymbolism,dreamwork,healingthroughdreams,higherconsciousness,innerwisdom,intuitiveinsight,johnredenbo,legacyandspirituality,mind-body-spirit,personaltransformation,self-awareness,spiritualcapital,spiritualgrowth,spiritualintelligence,spirituallegacyfalsefullhttp://www.designurlegacy.com
    -
    
    Do you only have a shaky iPhone to document your loved ones’ lives but desire a production team to create a mini documentary? This is a common problem when you want to capture the ‘legacy’ stories and knowledge of your family, or mentors, when love and curiosity are the motivating factors. When you can record a short film now, before the twilight of one’s life, you can capture what’s most important in that person’s authentic voice and truth specific to their resilience, character and how they dealt withe setbacks.
    
    In this episode, Angelina Carleton speaks with Niklaus Lange, Founder of Good Mourning, a company that provides much-needed documentary services for filming the celebration of your family’s lives in their nuances and stories. With the insights of your loved ones forever accessible through video, why settle for only Hollywood blockbusters or Sundance film festival winners when you can watch your loved one’s words of wisdom in authentic moments? Listen in to hear how setting the time aside now can add to you or your family’s legacy and how QR codes can be added to your time capsule of digital recordings.
    
    Learn more about Mr. Lange at www.goodmourning.video.
    
    -
    
    Distinction: These are real people and not actors, who are relaying real life experiences they want to share. The Director observes these gems. With the cumulative minutes of filming, the Director cuts to the truly heartfelt moments that match the image with real life substance.
    
    ---
    
    About Legacy Planning(c):
    There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.
    
    Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.
    
    Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.
    
    Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.
    
    -
    
    When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.
    
    -
    
    If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!
    
    #humancapital #spiritualcapital #intellectualcapital
    
    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>tag:soundcloud,2010:tracks/1025497036Thu, 08 Apr 2021 20:39:58 +0000Angelina CarletonBook your Virtual Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Do you only have a shaky...
    -
    
    Do you only have a shaky iPhone to document your loved ones’ lives but desire a production team to create a mini documentary? This is a common problem when you want to capture the ‘legacy’ stories and knowledge of your family, or mentors, when love and curiosity are the motivating factors. When you can record a short film now, before the twilight of one’s life, you can capture what’s most important in that person’s authentic voice and truth specific to their resilience, character and how they dealt withe setbacks.
    
    In this episode, Angelina Carleton speaks with Niklaus Lange, Founder of Good Mourning, a company that provides much-needed documentary services for filming the celebration of your family’s lives in their nuances and stories. With the insights of your loved ones forever accessible through video, why settle for only Hollywood blockbusters or Sundance film festival winners when you can watch your loved one’s words of wisdom in authentic moments? Listen in to hear how setting the time aside now can add to you or your family’s legacy and how QR codes can be added to your time capsule of digital recordings.
    
    Learn more about Mr. Lange at www.goodmourning.video.
    
    -
    
    Distinction: These are real people and not actors, who are relaying real life experiences they want to share. The Director observes these gems. With the cumulative minutes of filming, the Director cuts to the truly heartfelt moments that match the image with real life substance.
    
    ---
    
    About Legacy Planning(c):
    There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.
    
    Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.
    
    Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.
    
    Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.
    
    -
    
    When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.
    
    -
    
    If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!
    
    #humancapital #spiritualcapital #intellectualcapital
    
    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.]]>2908artisticimpact,behindthecamera,consciouscreativity,creativeentrepreneurship,creativeinfluence,creativelegacy,designinglegacies,designyourlegacy,directingvision,filmdirector,filmmaking,hollywoodinsights,legacypodcast,legacythroughfilm,mediaandlegacy,niklauslange,personallegacy,purpose-drivenart,storytelling,visionaryleadershipfalsefull