Design Your Legacy - Life Lessons

Some 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 to avoid regular conversations about all forms of wealth. Even worse, silence around money or the 'internal thoughts in our head' can fracture trust as well as relationships for one or more generations. 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Why 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 restore their momentum, presence, and long-term vitality through intentional lifestyle redesign? Is the greatest legacy a man can leave behind not just financial success, but an example of strength, purpose, and drive he models for future generations?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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Successful 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 sales. Further, things that aren't written down tend to not be well defined. And when will they declare their wishes to others - while alive or during the reading of the will?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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Not 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 the money earned as well as create meaningful relationships? What conversations need to be had so that the 'rising' or NextGen can understand the full picture of success to manage all forms of capital well so resources aren't wasted so quickly? Will it be 'easy come easy go' for future generations, given the shallowness of society we can often feel today? What's the strategy to treat wealth creation and holistic legacy planning as separate pursuits?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.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many 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, presence as well as boundaries create your legacy plan more than relentless effort?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!-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-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

The 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 about this? Is designing a legacy out of reach or how do you get there, starting from where you are at now?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!  -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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Entrepreneurs 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 leadership as well as protection - so where do you start?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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

When 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 have roughly 4,000 weeks, making it essential to design our legacy plan now with intention.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.-Mark L. Vincent is a Maestro-level Executive Advisor who can be reached at https://teallvincententerprises.com/mark. -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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many 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, 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.-Learn more about Mr. Wagner at https://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.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

If 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) 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many 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 lasting enterprise and stronger family that outlives the founder(s) to serve the 'rising generation'. So do you develop your values so there's an integrated as well as broader purpose for succession, exit planning as well as your legacy?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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

In 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 this complexity in blended families that are often layered with loyalty conflicts, power imbalances, and unspoken emotional histories that most professionals don't know how to resolve? 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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

In 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 infrastructure that corporations rely on, family office aviation can expose individuals as well as families to operational risk, cultural misalignment, and unnecessary capital drain. 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Successful 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 "without realizing there can also be emotional costs" re: the climb re: their success, leaving their relationships and next generation rich in capital but poor in connection, trust, and kept promises. Without "front loading discomfort", about one's values when under pressure, the drive to succeed in business can become all consuming instead of a single element to a more meaningful 'legacy vision', creating unplanned for distance and possibly, contempt.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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Most 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 culture for honesty, financial infidelity can replace trust—creating silence, secrecy, and fractured relationship dynamics. For many, this begins in childhood, when prior generations never learned how to process emotions, conflict, or uncertainty. When role models and caretakers fail to evolve beyond their authority role, values aren’t truly transferred—only control, confusion, and expectations.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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Do 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 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.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

You’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 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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

What 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 incomplete—but they can’t quite name it.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: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Building 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 their wealth vulnerable to changes beyond their control. Many hesitate to diversify internationally due to regulatory complexity, misinformation, or fear of 'the unknown' in an increasingly transparent global system. Others delay action until uncertainty feels urgent, at which point options narrow and decisions become reactive rather than strategic.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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

When 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 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

At 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 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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many 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 well-designed and planned out book, with strategic brand design, become a platform for authority, governance, and intergenerational knowledge transfer?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.comWebsite: https://www.aurorawinter.comSame Page Publishing: https://www.samepagepublishing.comMarketing Fastrack: The Little Book That Launched a New Business by Aurora Winter- on Amazon: https://a.co/d/8xrIglKTurn Words Into Wealth: Blueprint for Your Business, Brand and Book by Aurora Winter - on Amazon: https://a.co/d/7RRkVYbMagic, Mystery, and the Multiverse Book 1 Amazon: https://a.co/d/5cmA6UmLinkedIn: https://linkedin.com/in/AuroraWinterYouTube: https://www.youtube.com/AuroraWinterLinktree: https://linktr.ee/AuroraWinter-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Success 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, service, and leadership transform success into enduring impact. Rob shares how building a powerful brand rooted in advocacy requires more than wins—it demands values, resilience, and responsibility.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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Most 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 can simple, intentional shifts realign you back towards awe as well as your highest and best legacy? It's time to stop living the same day on repeat—and start designing a legacy that compounds meaning—yet where do you begin?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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Outwardly 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 generational cycles of confusion, conflict as well as overwhelm? What are the real problems keeping couples and families stuck and how do you move to create that path forward built on unity, peace and shared values?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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Misaligned 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, clarity, and ability to create their ideal legacy—and Kim Costa has spent three decades decoding that connection. How can aligning your environment with your core values become a foundational step in designing your legacy with intention, purpose, and long-term clarity?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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

What 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 overwhelming than ever. Affluent individuals often find themselves isolated, unsure whom they can trust, and hesitant to discuss money, purpose, or legacy—even within their own families.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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

In 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 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!-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Most 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 discomfort only guarantees confusion later.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/.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Most 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 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.--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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

In 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 expectations, often oscillate between guilt and overcorrection—seeking to fix rather than understand. Grandparents may misinterpret the struggle through outdated notions of discipline, unaware of the opportunity for growth it presents.   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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many 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 richness. So where do you start … so your legacy can be passed on as well as your values, alongside their personal development beyond consumerism?  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.-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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many 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 that earn market share and generate steady work. In a world drowning in digital fluff, Wes shows founders how to stand out authentically and connect with real people.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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many 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” around money (as the #1 reason around financial failure) to fears of not having enough, and fears around ‘doing the wrong thing’. What are a few steps to move from being completely paralyzed to aligning your wealth with your actions, turning your answers to key questions as the framework for your legacy plan?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. -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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many 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 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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

How 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 energy trapped within you, caused by stress, grief or loss, so as to be grateful and present compared to checking out? There are many forms of escape as a temporary fix but, in the end, healing is a straight line from A to B where how we cope and heal becomes a part of our legacy as well as the skills we pass on.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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

What 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 getting in the way when we look at examples of the Finnish Prime Minister vs. the Australian PM? Why do so many women all over the world get left out of the corner offices (C Suite), CEO roles as well as board member roles?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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Parents 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 well known as they are in 2025. Instead of waiting for another to lead, he chose to act as a pioneer, creating apps such as Kidmoto (under "Moto Nation")—a company he built to ensure safe, convenient travel for parents and their children. But how did it all start and what did Nelson have to overcome to finally write that great business plan?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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many 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 their values and vision. Add to this the pressure of balancing family expectations with their desire to lead boldly, and the path to creating a meaningful legacy can feel overwhelming. 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

For 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 participate? 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Few 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 risk signing documents they don’t fully understand. In some scenarios, interpreters aren’t offered at all, or those provided aren’t trained in legal terminology as to their qualifications. The process is often rushed. Without accommodations like interpreters, CART captioning, or written explanations, the deaf and HOH can feel pressured to sign quickly without clarity.  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 theresidential 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Individuals 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 thread”—whether that's now or for 10, 100 or 500 years from now. Add to this lack of clarity the fear of vulnerability as well as oversharing. So how do you balance honesty with dignity, so as to define your best stories to inspire while maintaining discretion?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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

If 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 —it’s about aligning decisions for how you would like to contribute to the world when feeling worthy and whole.  Especially when there’s unresolved grief that lives in your body or fear that shows up in ‘scarcity conversations’.  Without alignment, people often delay or avoid the most vulnerable conversations, leaving others with uncertainty or nothing.  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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Christian 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 causes. He believes social enterprise founders are the superheroes of today's new era. Christian also believes in empowering people to live their purpose without limits, driven by his passion for liberty and helping others do good.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! -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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

People 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 publishing houses only carry so many titles a year, how about hybrid? Who are you not to share what it is you know as a part of your legacy vision?  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 [email protected] as well as on Facebook, LinkedIn and Instagram.-  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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

David 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 private real estate firm focused on helping high-income professionals, including doctors, athletes, and business leaders, build tax-efficient, passive income through investments in medical office and Class B office buildings.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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

In 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 includes passing on values, tough love and confidence—not just financial assets. We discuss why legacy should be a living, ongoing design process, the emotional intelligence required for multi-generational wealth continuity, and how to start today. Whether you're just beginning to think about your legacy or ready to refine it, this episode will offer insights, wisdom, and actionable guidance.   What You’ll Learn:How to shift from transactional financial planning to transformational legacy planningThe biggest blind spots individuals face when thinking about their legacyStrategies to consider for each life stage in developing your legacy planWilliam’s personal reflections on designing his own legacy in what’s sensibleJoin 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 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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

What 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, 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. www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

🎧 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 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 legacyWhy storytelling is a transformative tool for individuals as well as organizationsWays to harness emotional intelligence as a business and personal superpowerActionable insights for anyone ready to turn their life story into their legacyWhether 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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Food 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 “New Year’s Eve” soup or that Hanukah dinner? And we won’t even bring up grilling on the BBQ!  It’s then easy to socially isolate and become depressed because attending any party or social gathering is difficult.  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.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.