Design Your Legacy: Recent Episodes
Angelina Carleton
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-Rob Haynie is not only in the top 1% on LinkedIn, he is listed as one of the ten (10) Most Influential People in Life Settlements by The Life Settlement Review as well as by his peers. Did you know you could sell an unwanted, unneeded or unaffordable life insurance policy for cash? LIFE SETTLEMENTS help people liquidate their existing life insurance policies instead of surrendering or lapsing them for less money. It's essentially a free, non-binding appraisal that helps discover the true value of each life insurance policy. Learn more about Rob Hayne at his Forbes page: https://councils.forbes.com/profile/Rob-Haynie-Managing-Director-Life-Insurance-Settlements-Inc/0b363e3e-46db-4405-89dd-6ad2e614862f-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-Self-publishing has become far more confusing than it needs to be. The truth is you don’t have to work with a third party publisher, to publish your book. Not only will you have to pay them for the production, editing and design of your book, you will lose control in other ways … including the sales of your book on the back end. But what do you do if you still don’t know how to format a book yourself and paying a graphic designer $50 doesn’t cut it for quality in the marketplace?In this episode, Angelina Carleton speaks with Michele DeFilippo, founder of 1106 Design, about her 50 years of experience starting at Crown Publishing in Manhattan, New York (USA). Michele offers tips such as how by simply opening two accounts online, you can ‘print on demand’ as well as have global distribution at your fingertips. While she teaches you that an editor is essential, as even the Pope and Steven King have editors, there is also a need for your memoir to comfort as well as inspire readers as a starting point. If you aren’t sure about typesetting, as in your internal page design and how to format your book, or how to calculate future royalties, this podcast conversation will be a great introduction to publish like the pros! A PDF of her 88-page guide, Publish Like the Pros: A Brief Guide to Quality Self-Publishing, can be downloaded for free at http://1106design.com.-Self-publishing means the AUTHOR is the publisher, but you'd never know that from browsing the internet. Most authors believe a publisher is necessary, that they must sign away their rights, creative control, and revenues to offer their books to the public. This is not the case! 1106 Design's mission is to help authors publish books without sharing a penny of their net revenue* from sales with a publisher. We provide self-publishing peace with quality services, reliable publishing advice, and the convenience of project management at every stage. -About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-As an entrepreneur, you’ve been given a hand of cards, but how do you play them in your favor – especially after you have been laid off? Without a set of core values to lean into, you could give up on yourself compared to asking the question of what it is you can do each day to influence your situation … in the positive? What is it about you that will live on? How do you treat others when they are down? How have you helped others find their light within? In this episode, hostess Angelina Carleton speaks with real estate developer Lance Cayko to share how he went from irrigating sugar beets as a child on a farm to running a 7-figure building business to build the home of an Elon Musk mentee. This conversation covers how Lance began his journey with roofs to expanding his capacity for money to learning how to deal with bankers where approved drawings are treated as cash. If you have ever dreamed of adding a real estate development to your legacy portfolio, or you need a little inspiration, you’ll hear how Lance woke up both scared and excited for years to see his legacy vision come to life. Tune in if you’re ready to plan your holistic legacy from the ground up! -Lance Cayko is an architect, builder, and lecturer. He is the co-founder and partner of F9 Productions Inc., a design + build firm based in Longmont Colorado. The company has grown to become one of the premier design + build firms in the region. Lance teaches at the University of Colorado Boulder and his Alma Mater North Dakota State University. He is also a philanthropist as the founder and President of Longmont Community Gardens, a non-profit that promotes urban sustainable gardening, education, and community involvement.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!- If you think your natural superpowers will propel your legacy planning forward, think again. Too often, entrepreneurs do not know their core strengths nor the hidden opportunities that are around them. They focus on what they do know – in what has got them to success to this point – but forget to make room for what it is they don’t know … in uncovering blind spots, unblock mindset challenges or finding a community that ‘gets you’. Without this space and time set aside to give and receive true feedback in the exchange of ideas, your lifelong learning stops. What if, instead of letting your head trash, or the imposter syndrome, influence your legacy, you defined it with a most trusted team? In this week’s episode, hostess Angelina Carleton speaks with philanthropist Jeremy Shapiro about the value of a Mastermind group for your legacy. If Jeremy had to break down who he would want to carefully curate to be in the room, he would start with 5 avatars and work from there for the cross pollination of ideas. For business owners though, a legacy needs to be more than the business … it also needs to be about the people you inspire and the lives you touch. Jeremy reveals the 4 guiding principles of his legacy as well as what will fill the pages of his hardcover coffee table book, including ‘saying yes’ to adventures all around the world. Listen in and start designing the master mind group for your legacy with inspiration and focus. Learn more about Jeremy at https://bayareamastermind.com/about. -About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-How do you share what’s under your ‘social mask’ without feeling shy? A lot of individuals have layers of depth that get hidden under expected confidence to survive in the world, but how do you tap into the essence of your genuine personality in the ‘something’ that is more still ... under the layers in the silence vs. the mental noise? How do you find the expression of your identity to design a legacy beyond the mental noise, in the depth of what’s truly there in your personality? Without curiosity, it’s easy to lose perspective about life, daily moments as well as the cultural nuances.In this podcast episode, hostess Angelina Carleton speaks with Enzo Del Verme, an international photographer who has worked with Vogue, Elle, GQ, Glamour and Vanity Fair to share his private thoughts about how designing his holistic legacy includes leading others to new discoveries. As Enzo begins the next chapter of his life, in teaching photography through retreats in Tuscany, Italy, he also speaks into how legacy is about soft skills beyond the camera. If you’ve ever wondered how to find inspiration when stress sabotages your legacy plans, this episode gives you a few remedies in how to start and where to find it. Listen in and learn how to tap into the essence within you so distractions are transformed into deeper connections! Portrait Photography Retreats website: https://www.photography-retreats.com/Portrait Photography Guide Free Download: https://www.photography-retreats.com/...Portrait Photography Retreats Instagram: https://www.instagram.com/photography...Enzo Dal Verme Instagram: https://www.instagram.com/enzodalverme/-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress.As a financial expert, blogger and host of the Taming the High Cost of College podcast, Brad has been sharing his college planning insights with clients, subscribers and listeners for nearly 20 years.He teaches parents the best ways to save and pay for college, including how to find the right school, maximize financial aid and scholarships, avoid student loan debt, and make your children’s college dreams come true without wiping out your finances or retirement.Since 1998, Brad has become one of the nation’s leading college planning and college financial experts. He offers life-changing advice through his private practice, his online platforms, and at numerous workshops, seminars and events each year.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-Legacy can often be a ‘throw away’ word in seeing how families are burying their heads in the sand, having no communication around future emotional wishes or missed communications as if the paperwork is supposed to do all the talking. Not only is there a lack of preparation in the largest wealth transfer that coming in the next decade, but parents aren’t passing on confidence alongside money and assets. And adult children can lose their mind when it comes to entitlement, no matter how much their behavior baffles others. Yet, do you really know what’s needed to take on the job of an executor when it’s more than a noble favor? In this “Design Your Legacy” podcast, hostess Angelina Carleton speaks with David Edey from Quebec, Montreal (Canada) about his experiences in court when a will is not enough when a family breaks apart due to entitlement amongst siblings. Who pays the bills when the court steps in and no executor is named for investment properties or businesses? What truly happens when all of it comes to a grinding halt in the domino effect. The remedy is in family meetings, a cohesive culture where shared values are lived into and ‘how’ you leave others in the planning ahead of time. Tune in and hear the tips and insights that could save you heartache in breaking the cycle of silence around wounds and entitlement through even writing legacy love letters.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!--Society often discriminates against people with disabilities – which results in those individuals having even more to overcome. When one finds themselves in and out of surgery for decades, you might think that man or woman would just give up and throw in the towels. Then, with the passing of caregivers such as both parents, an individual can then find themselves in loss of their key support network as well as having to work through stages of grief. So, how does anyone turn that around to design a legacy based on the pillars of their values and guiding principles? In this episode of Design Your Legacy, hostess Angelina Carleton speaks with Win Charles, a published author who is working on her second college degree … Win who was born in 1987 with cerebral palsy. We chat about how she gives it all to a higher power, meditates daily and stays disciplined so as to live a fabulous life. Win shares her journey of losing both her parents, her dad being the entrepreneur, to learning how to overcome the gawking stares of children to the adults who are too busy to open a door to the struggle around parking spaces. Yet, you’ll learn that legacy, for Win, means being a positive role model for all as she carried the Olympic torch to “spread a message of peace and friendship between peoples”. Listen in and get inspired to design your legacy no matter what it is you face in discrimination or with a disability! --About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Question The Assumptions For Your Legacy with James Brackin IV by with Angelina Carleton
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!--What’s the real cost of rushing through life? It’s more than just the missed moments to connect and/or slowing down in the desire to connect, in finding the richness of a “third place” beyond your home and work. Many individuals earn money for survival and future savings, but what about for exclusive experiences that make life meaninging? What about the space to learn about wine, even if your first thought might be that wine is pretentious?In this “Design Your Legacy” episode, hostess Angelina Carleton speaks with Damon Raque, Managing Partner of The Bottle Bank, a 9,000 square foot experiential tasting lounge, private event spaces and membership-based private wine cellaring in Atlanta, GA (USA). Damon shares his vision for what Bottle Bank can do for wine in what Starbucks did for coffee, in ‘doing it better’ in the experience of customers learning why they like what they like to then want to discover more. With his attention to detail and commitment to elevated levels of service, Damon shares how your legacy can include this ‘third place’ to share your hopes, discuss your day’s events, and create curated nights with friends. Listen in and then visit 1 Midtown Plaza for your best, bespoke wine tasting moments!Book your reservation at www.bottlebank.com.--About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-Accumulating external success to never have to feel the past or present – allows one to focus on the future as an escape. But for most founders and entrepreneurs, this future falls short when tragedy arrives (again) and you find yourself at the choice point of reviewing the movie of life, a cross roads to make different choices in a second chance as well as to reset the family patterns. When no one else is willing to be the leader, you might just find yourself going against the karma of the past in order to design that better legacy. So what if in force and magnetics, you are left only to draw in different people in the development of that legacy plan?In this episode, I speak with business owner Alan Lazaros about how “social courage" matters in one’s ability to stand up for the value of their legacy, compared to being a “social coward” in not telling the truths. Alan talks about healing his trauma in facing his flight, fight and fawn responses and seeing mortality as an emotional experience compared to an intellectual concept. Alan breaks down his journey as well as remedies to help anyone achieve their legacy mission, whether you’re living with “boats and BS” or an “abandoned by all” lonely achiever’s lifestyle. Tune in and learn how to design your fulfilling legacy plan without sacrificing your identity or values!-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-Are you losing sleep over the details? Overthinking and worrying about details that don't matter in the big picture? It takes courage to be honest with yourself, both about what you are good at as well as what it is you actually love ... more than the chasing of money. Especially when the business gets built up to the $30-40M range and it comes time to sell and how you choose to live the rest of your life. So how do you solve the puzzle of how to build a business in today's marketplace as well as design a legacy that allows you to live a full life?In this episode of the "Design Your Legacy" podcast, I speak with Jeremy Parker, a founder who recently sold his business as his consistency compounded over the years. Jeremy talks about how his focus is on the process and how legacy means making yourself proud re: sleeping well at night. Tune in to hear how Jeremy combines his business values with his artistic values to inspire you to do the same with your legacy's vision, no matter your industry or obstacles! -Jeremy's achievements have earned him well-deserved recognition, including being named to Crain's NY 40 under 40 in the Class of 2020. His impact on the business world is further underscored by Swag.com's placement on the Inc 500 list as the #218 fastest-growing private company in 2020 and #368 in 2021. Jeremy is currently incubating a new venture under Custom Ink known as Swag Space. With a visionary goal to level the playing field, Swag Space aims to build a Universal Swag Platform, empowering Promo Distributors, Event Planners, Print Shops, Branding Agencies, Wedding Planners, and aspiring entrepreneurs to effortlessly sell swag to their audiences. Beyond powering the front-end experience, Swag Space handles all aspects of production, warehousing, and distribution once orders are received. Jeremy Parker graduated from Boston University in 2007. Then, in collaboration with his brother David and Jesse Itzler (Co-Founder of Marquis Jet, investor and partner in Zico Coconut Water, and owner of the Atlanta Hawks), Jeremy co-founded an eCommerce platform designed to distribute unique promotion codes through social media influencers’ Facebook and Twitter posts. Swag.com boasts an extensive clientele, including major players like Facebook, Google, Amazon, Apple, Netflix, Spotify, and TikTok.-OVERWHELMED TRYING TO DESIGN YOUR LEGACY ON YOUR OWN? SUBMIT YOUR QUESTION FOR A CHANCE TO HAVE US COACH ON THE TOP ON A FUTURE PODCAST: www.angelinacarleton.com/podcastBOOK YOUR VIRTUAL SESSION AND TRANSFORM YOUR LEGACY IDEAS INTO A VISION YOU CAN START EXECUTING ON TODAY: www.angelinacarleton.com/sessionsIF YOU'RE SERIOUS ABOUT PLANNING YOUR LEGACY RIGHT FROM THE START TO MAXIMIZE YOUR TIME AND RELATIONSHIPS, A SIGNATURE PACKAGE IS FOR YOU! SIGN UP NOW: www.angelinacarleton.com/consultation-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-OVERWHELMED TRYING TO DESIGN YOUR LEGACY ON YOUR OWN? SUBMIT YOUR QUESTION FOR A CHANCE TO HAVE US COACH ON THE TOP ON A FUTURE PODCAST: www.angelinacarleton.com/podcastBOOK YOUR VIRTUAL SESSION AND TRANSFORM YOUR LEGACY IDEAS INTO A VISION YOU CAN START EXECUTING ON TODAY: www.angelinacarleton.com/sessionsIF YOU'RE SERIOUS ABOUT PLANNING YOUR LEGACY RIGHT FROM THE START TO MAXIMIZE YOUR TIME AND RELATIONSHIPS, A SIGNATURE PACKAGE IS FOR YOU! SIGN UP NOW: www.angelinacarleton.com/consultationFIND AND FOLLOW US ON INSTAGRAM: www.instagram.com/designurlegacy/-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! -Children can be the heartbeat of one’s legacy. But what do you do when your children leave the nest and you find yourself in mid-life with your newfound space and freedom. Whether it’s who you will now seek advice from, seek relationships with or your new levels of trust with yourself, you know your legacy is more than just assets given the emotional journey of caring for a family. This mid-life stage can invite you to discover your own values once again, beyond your parent’s influence, including how you want to contribute now. So, what can you do now to ensure you stay in integrity with your values to keep developing your legacy? In this podcast episode, hostess Angelina Carleton is interviewed by Katische Haberfield, a quantum soul therapist who finds herself in mid-life with curiosity in where to start in designing a legacy. Angelina shares straightforward strategies for creating your legacy in mid-life starting with defining the stakes, your big dream now as well as your noble vision, supported by your noble values. You'll learn how to live into your values, public and privately, and define mid-life on your terms. Katische comments in about appreciating what you have already built and done in also executing a legacy of self-kindness. Whether you're facing your midlife now or want to prepare for the future, listen in to get the insights you need to develop and live into your values as your anchor through changing landscapes. -OVERWHELMED TRYING TO DESIGN YOUR LEGACY ON YOUR OWN? SUBMIT YOUR QUESTION FOR A CHANCE TO HAVE US COACH ON THE TOP ON A FUTURE PODCAST: www.angelinacarleton.com/podcastBOOK YOUR VIRTUAL SESSION AND TRANSFORM YOUR LEGACY IDEAS INTO A VISION YOU CAN START EXECUTING ON TODAY: www.angelinacarleton.com/sessionsIF YOU'RE SERIOUS ABOUT PLANNING YOUR LEGACY RIGHT FROM THE START TO MAXIMIZE YOUR TIME AND RELATIONSHIPS, A SIGNATURE PACKAGE IS FOR YOU! SIGN UP NOW: www.angelinacarleton.com/consultationFIND AND FOLLOW US ON INSTAGRAM: www.instagram.com/designurlegacy/-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-So you’re a successful business owner or executive. You are busy focusing in on your work that you hardly look up to think about future transitions, the time value of money or organizing all of your data now … to design your legacy. For your peace of mind, you know time passes and the train is coming and yet, you haven’t clarified your road map in your 'trip across the country'. So how do you pay yourself first, stay on top of quarterly tax filings and plan your legacy sooner than later?In this episode of the “Design Your Legacy” podcast, hostess Angelina Carleton speaks with Adam Koos, CFP®, CMT, CFTe, CEPA who is President and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm. Adam speaks about what legacy means to him and what many business owners feel when there is a changing of the guard with any transition, specifically around vision and leadership. Yet, planning ahead of time is key where money can become a unit of choice and your legacy too. Listen in to hear how you too can aspire to design your legacy plan with excellence! -Adam Koós has been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust. Learn more at https://www.libertaswealth.com.-LOST TRYING TO DESIGN YOUR LEGACY ON YOUR OWN? SUBMIT YOUR QUESTION FOR A CHANCE TO HAVE US COACH ON THE TOP ON A FUTURE PODCAST: www.angelinacarleton.com/podcastBOOK YOUR VIRTUAL SESSION AND TRANSFORM YOUR LEGACY IDEAS INTO A VISION YOU CAN START EXECUTING ON TODAY: www.angelinacarleton.com/sessionsIF YOU'RE SERIOUS ABOUT PLANNING YOUR LEGACY RIGHT FROM THE START TO MAXIMIZE YOUR TIME AND RELATIONSHIPS, A SIGNATURE PACKAGE IS FOR YOU! SIGN UP NOW: www.angelinacarleton.com/consultationFIND AND FOLLOW US ON INSTAGRAM: www.instagram.com/designurlegacy/-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-As a business owner, you want to connect to your employees but how do you create a great culture when there’s systemic mistrust today? It can feel like we live in a traumatized society, even if it’s also an exciting time for opportunities! So how can you trust what’s possible when there’s a massive gap between fear and courage? After all, we can feel our environments when we walk into a room and this sets the tone for success or failure. But in order to create the upward spiral, we need to get beyond our brains staying hijacked by any frequency of anxiety or volatility. And to do that, you need to invest in your culture – externally and internally.In this week’s episode of the ‘Design Your Legacy’ podcast, now ranked in the top 5% globally, hostess Angelina Carleton speaks with Magi (Margaret) Graziano, author of “Ignite Culture”. Magi shares what sets the tone for her legacy as well as what sets the tone for the right workplace cultures … starting with one’s noble cause and human needs. What’s the real reason to design your life’s legacy? What’s the calling for your legacy? Just as Magi has her secret sauce to ignite workplace cultures, she too has put her time in to define her legacy vision. Learn how culture is a two-way street (employers and employees) to convert the energy in any organization. Listen in and hear Magi's story of how she battle-tested her strategies to move any state of mind from friction to flow, as she lives into her values!Book Magi for your workplace culture at https://www.keenalignment.com. -STUCK TRYING TO DESIGN YOUR LEGACY ON YOUR OWN? SUBMIT YOUR QUESTION FOR A CHANCE TO HAVE US COACH ON THE TOP ON A FUTURE PODCAST: https://www.angelinacarleton.com/podcast BOOK YOUR VIRTUAL SESSION AND TRANSFORM YOUR LEGACY IDEAS INTO A VISION YOU CAN START EXECUTING ON TODAY: https://www.angelinacarleton.com/sessions IF YOU'RE SERIOUS ABOUT PLANNING YOUR LEGACY RIGHT FROM THE START TO MAXIMIZE YOUR TIME AND RELATIONSHIPS, A SIGNATURE PACKAGE IS FOR YOU! SIGN UP NOW: https://www.angelinacarleton.com/consultation FIND AND FOLLOW US ON INSTAGRAM: https://www.instagram.com/designurlegacy/-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-Here's a wakeup call and warning: Lack of exercise affects your sense of purpose and purposeless is often at the foundation of addiction. Then, when you rely on other’s labels of you, these labels can serve as the excuse to not design your legacy in personal agency because it’s easier to cop out. So who are you when all of your resources are depleted? How you manage yourself, physically and emotionally, is the high wire act that literally develops or sabotages your legacy plans. Thankfully, today we recognize we have the power to influence our body, mind and nervous system, and there are key steps anyone can take to stay emotionally driven and not sell yourself short. In this week’s podcast, hostess Angelina Carleton speaks to Joseph Malone, a former US Marine who served in Special Operations who has now become a business owner on a mission. Their legacy conversation covers how Joe has tapped into ‘personal development’ in order to overcome brain injuries, concussions, homelessness, suicide attempts, cocaine use, oxicotton, and growing up alongside Chicago’s mafia to be smart, organized and healed. You’ll pick up realistic tips from Joe’s experience, learn how he leverages the law of vibration to serve others with his talents. If you feel like so many entrepreneurs do – left to wallow in your own thoughts re: past events – be sure to catch this episode and discover that everything is energy and how you can transform your energy today to begin designing your holistic legacy.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Lost on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Lost on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!--Veritage, and its founder Francesco Lombardo, exist to build trust and respect with family owned businesses through a holistic approach combining the past, present and future generations. We connect hindsight, insight and foresight to enable family-owned businesses to create a meaningful, purposeful and sustainable legacy. Veritage's process and program is multidimensional and works with families to build healthy and emotionally safe relationships. Through our unique and highly personalised model, families are able to move from a place of disconnect and disharmony to a place where they can flourish for generations to come.For more than 20 years, Francesco Lombardo has been a family business advisor to some of the world’s most successful and affluent families. His early years spent in the corporate world, in tandem with his own journey of emotional self-discovery, gave Franco a deep insight into the unique pressures facing high-net-worth families and the complexity of not only sustaining their financial wealth, but their emotional wealth. It was these observations that inspired Franco to set up Veritage, his coaching and advisory firm for wealth-owning families, that exclusively focuses on emotional governance. As a leading global expert on the emotional impact money and wealth has on relationships within family businesses, he is committed to assisting families find, create, and maintain emotional safety by developing new models for cultural governance, which contributes to the stability, continuity and sustainability of the family business enterprise, its wealth and its legacy. Franco is an avid rugby fan and loves nothing more than sharing a good bottle of wine with friends and family.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active trained coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Lost on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!- Often the distinction between those who take personal agency of their health and those that don’t is access to a great network and an understanding of the system. For most entrepreneurs and affluent family members, it’s not that they want to just accept the first medical opinion given to them, it’s that they don’t know that they have choices and now is the time to prepare. Remedying this problem begins with learning about the centers of excellence in the world (Dubai, Monaco, USA?), the best consulting practitioners and where the best hospitals are for when you travel to your next city. So how could it help you to carry an SIP medical card with your unique data to create less stress for your family?In this week’s podcast episode, hostess Angelina Carleton speaks with SIP Medical Family Office Director Kevin Burchler about what he experienced firsthand while in his military service in Switzerland that inspires his mission today. He shares how longevity, as in the highest quality of life possible, is a trend amongst the affluent along with a focus on their mental health given the high expectations. He also shares 5 practical tips, also the 5 pillars of SIP, of where you too can get started today to take ownership of your health and healthcare data! Tune in and learn how to create the best healthcare decisions so you can then design your best legacy! -Since 1997, SIP Medical Family Office® is committed to protecting what is your real wealth: Your Health. SIP is one of the world’s leading independent consultants for International Medical Insurance and Health Management, based in Zurich, Switzerland, and with further group companies in London and Liechtenstein that are licensed as medical insurance intermediaries for the EU/EEA and the United Kingdom. Register now at https://thoughtleaders4.com/private-client/private-client-event/sip-global-health-conference-2024/booking.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Have you ever wondered if emotions are stored energy? Yes, entrepreneurs are busy, but what if it is also a coping mechanism? We can pump ourselves up with coffee and high vibrations but what if you feel overwhelmed by echoes of the past? Where emotions are stored in your nervous system and tension builds up and you can’t ever fully relax. Anyone with anxiety is tense as they hold all of that voltage of energy inside. Yet, we live in a society where validation and approval feel good when we perform well. But imagine if you had your best months in business only for it to be followed by panic attacks? How do you handle your inner emotions when the pressure is on? In this week’s episode, hostess Angelina Carleton sits down with John Graham, entrepreneur and 3-time USA Memory champion who has performed in front of 400 million people. John and Angelina speak about how he had struggled with anxiety for 20 years before finding the answers in his heart and soul. He shares how he learned to allow the anxiety to wash over him and how vulnerability is one’s capacity to speak truth. What will be in the pages of his Legacy hard cover coffee table book? How about how he made peace with everything that bothered him... and how you can too. Tune in to hear insights on why your inner legacy is more important! What are you passing on generationally?-John Graham is a 3x USA Memory Champion, Grandmaster of Memory and a mentor to high performers (including a World Record holder) at 37 years of age. While he's a brilliant mind and innovator... his dark secret is that he's had to overcome daily panic attacks and chronic anxiety. Mainstream methods (therapy, meditation, supplements, etc.) did not work so he had to find counter-intuitive methods to release his suppressed emotions and past conditioning of his mind to free himself of panic and anxiety. He's performed insane mental feats on TV shows all over the world: - Super Brain (China) 400 Million Viewers - SuperHuman (USA) with Mike Tyson - Xtra Ordinary (Indonesia) 20 Million Viewers - Incredible People (Russia) 4th place finish. Learn more about John at www.releasepanic.com/free.---About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com.
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Kristin Keffeler, MSM, MAPP is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.” Kristin is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life (Wiley, 2022), an Amazon bestseller in its category.As the founder of Illumination360 and the Chief Learning Officer for the Denver-based Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her life experience as the daughter of wealth-creating parents and her years of research and private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and uses a lens of strengths to help them to ignite their potential.Keffeler brings a multi-dimensional approach to her work. She earned an undergraduate degree in human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management with a concentration in Public Health from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Often, the hardest part of change has to do with when we can no longer look at the world as we wish it to be, we have to look at it as it is. First, there was the pandemic, then US taxation of unrealized capital gains adding to the stress, then a US ultra-millionaire tax by politicians. So how do you arbitrage yourself to exist in different jurisdictions? The US feels different today compared to a decade or two ago … whether it’s political polarization or radical prejudice – when it gets too close to your family’s wealth and well-being, it’s time to consider which country is best if you are a golden goose. Many Americans, for instance, don’t realize they can only stay in Europe for 90 days. Whether it’s external or internal forces (i.e. rivalry for leadership, population management, etc), the world is changing and we won’t even bring up the talk about the 2% billionaire’s tax. In this episode, hostess Angelina Carleton speaks again with David Lesperance JD about second citizenship opportunities as well as protections. When you have a wider view of the world as well as more to lose, it’s smart ‘legacy planning’ to deal with both the immediate and long-term future challenges. When a variety of countries seek your domicile and/or residence, it’s time to tune in to hear why a second or third passport can be your next best investment … especially when compliance rules the roost in the banking world. Tune in to make the most of your choices, time and family's legacy! -Lesperance and Associates are Trusted International Tax and Immigration Advisors. We Provide Specialized, Holistic and Un-biased Solutions. In the complex world of international immigration, citizenship, and taxation, Lesperance & Associates stands out. As highly respected International Tax and Immigration advisors we pride ourselves with providing our clients with expert advice. We always fully consider our clients’ personal, family, business and succession situations when offering bespoke, holistic solutions. Moreover, Lesperance & Associates never accepts commissions or financial incentives from any Citizenship by Investment, Residence by Investment or Golden Visa type programs. Therefore, our clients can be assured that the advice they receive from our firm is in their best interest. We represent them, and only them — and not ourselves or any foreign government. Learn more at https://lesperanceassociates.com.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
ook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Fame at any age can lead an individual, or 100-year brand, to a crossroads. There’s the outward experiences and then, the inward experiences but … how do you align the two? How do you live into and choose ‘legacy worthy’ decisions when all eyes are on you? How do you create clear agreements with yourself and others based on knowing your intentions and a higher level of consciousness? How do you design your decade? Just as the Ritz Carlton incorporates visionary thinking into their brand of prestige, what are your standards from which you need your legacy worthy life to operate from? In this week’s podcast episode, hostess Angelina Carleton speaks with Sherrie Rose again about the relevance of holistic legacy planning. They dive deep into why both public and private companies, including influencers, need to retain a fractional Chief Legacy Officer (“CLO”) and why all of your legacy-worthy choices matter. Who is your futurist as well as archivist? In the concept of a ‘time guardian’, how do you guard your time to use it wisely in highest and best use? Sherrie unpacks the optimal creation framework known as Enhavim for those of middle age and beyond to lean into their modern maturity. Listen in and learn how to craft your legacy worth life, as well as brand, to transform your dreams into Enhavim!Learn more about Sherrie Rose at https://chieflegacyofficer.com.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-We’re all aware there will come an innate time when designing your legacy will be of utmost importance. Both to preserve the best of your life as well as your family’s history, especially when there’s no one left to carry forward what’s been built. So no one forgets what’s been built, given that we are here for the blink of an eye. So what if you started designing your legacy before you got back to ‘being busy’? What is it you will leave behind for the NextGen? How will they carry that vision and those values forward? How does and will your legacy move? In this week’s episode, hostess Angelina Carleton speaks with Benjamin Brown, former US Marine turned business owner. Together, they speak about Ben’s journey from growing up on a farm in South Carolina, getting adopted, and his three best practices of: Don’t worry so much, get out of your own way, and move. What if you could pass on a legacy of gratitude through proper mentors and understanding the guiding principle of ‘nothing means nothing’ in not attaching emotions to avoid going in circles. You’ll also learn Ben’s sales secrets of how he has made multiple business prosper. Listen in and feel inspired by Ben’s legacy vision to be ‘a good conscience person who did the best he could’!Learn more about Ben at https://www.360salesconsulting.com. -About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Most entrepreneurs think of the expression “money makes the world go round” but what if it’s that ‘people make the world go round’? Where money is an abstraction of human ambition? Yes, an economist’s point of view is that capital matters but let’s be honest: you leaned into your core values when you thought of your best business ideas as time disappeared and your excitement increased. So how do you develop your wild ambition or process the moments when things don’t work out? How do you become emotionally intelligent with your tone and the words that come out so as to keep your closest relationships and not just talk to Siri, Alexi or ChatGPT? In this week’s episode, hostess Angelina Carleton speaks with Charney Kaye, the Founder of XJ Music who is a lifelong hacker, artist and musician. XJ Music enables composers to realize new possibilities in dynamic music for video games. Charney discusses his next level music engine, releasing his software open source and the shift today to dynamic experiences, both for the consumer as well as the virtual production houses. Whether you enjoy ambient music or you would like to take a moment to think about your legacy, you’ll receive inspiration from this conversation. Tune in to hear how Charney leans into his values as well as how he conducts himself with integrity, kindness and mindfulness, so you too can execute on your legacy design! Learn more about Charney Kaye at https://xjmusic.com.(*Pardon the sound quality at certain points.)-Unsure where to start in designing your legacy plan? Hint: Your legacy is more than what you might work out with an attorney, it’s something you execute on everyday!: https://bit.ly/designurlegacy If you’re ready and serious about planning your holistic legacy and expanding your partnerships into communications that feel more like privilege than duty, retain our services to get your legacy right! Go to: https://www.angelinacarleton.com/consultation FIND AND FOLLOW US ON INSTAGRAM: https://www.instagram.com/designurlegacy/ -About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Every savvy investor is told working capital matters and most portfolios generate less than 3% in personal disposable/reinvestment income. You might have also been told that at some point before or during your retirement at any age, your principal has to be invaded in order to pay bills or you have to sell assets to afford your lifestyle. But if by not understanding the distinctions between mutual funds, ETF’s and CEF’s (closed end funds), you set yourself up to make other people rich and struggle during your retirement years. So what is there to know about CEF’s and what six principles are guideposts to lean into to see income month after month?In this week’s podcast episode, hostess Angelina Carleton speaks with Steve Selengut, a sophisticated investor about how CEF’s can help better plan and design your legacy as well as what you need to know to start receiving dividends. Investors haven’t been encouraged to pursue CEF’s and most people have never heard of them! In this conversation, key financial knowledge is discussed so you can have more personal agency over your finances as well as your personal legacy! Tune in and hear how to make your working capital more powerful whether through your own investment management or new dialogue with your financial planner! -Steve has accumulated over 40 years of experience as a private investment manager, with a strong focus on increasing the spendable income generated by client portfolios. Today, his role has transitioned into that of an Income Coach, where he's dedicated to teaching investors how to more than double the income produced by their portfolios. Using Market Cycle Investment Management (MCIM) in portfolio preparation and design, he's been able to take advantage of all major financial market movements, in either direction, for decades. You can reach out to Steve at steve@theincomecoach.net, or at sanserve@aol.com. Learn more about CEF's at www.theincomecoach.net.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com#financialcapital #legacycapital #CEFcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Western capitalism as an enterprise, including the roads on six continents, can be attributed to such entrepreneurs as Ford, Rockefeller and Carnegie. However, what about when money supersedes God in what influences your heart? Do you feel guilt, shame or pride more profoundly than Christ’s love? Do you fear expressing emotions such as hope, peace or the love of God when he pours into your life? Could you be operating out of your wounds compared to your prayer life? What’s the point of your wealth if there’s little to no faith?In this week’s podcast episode, hostess Angelina Carleton speaks with Rev. Dr. David Chotka as to how all of scripture is about designing your holistic legacy. Faith appears more than any other words in the Bible! And God left many stories to transform you from the inside out. What if your legacy planning operated from a basis of love and faith compared to fear and condemnation? The Kingdom of God isn’t just about eating and drinking but rather … peace, joy and righteousness. How are your spiritual best practices intertwined with your business practices ... in designing a legacy beyond your lifetime? Tune in to hear about God’s presence through Dr. Chotka’s healing prayers and legacy plans. -Rev. Dr. David Chotka has his doctorate in Spiritual Discernment from Gordon-Conwell seminary, and has led seminars/conferences nationally and internationally (17 countries). He develops resources and training tools “to equip God’s people for works of service.” His book, “Hey! Are You There? It’s Me—God” has been acclaimed by Jack Canfield (co-author of the Chicken Soup For the Soul books) as “a great read” and “an incredible book.” It gives practical advice on How to Listen, Test and Know When God Speaks. His recently published title, Healing Prayer is God’s Idea, co-authored with Rev. Dr. Maxie Dunnam, is described as a book which makes “something like healing, which can seem complicated and intimidating, simple and accessible…” Purchase his books online at https://bit.ly/chotka.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com#humancapital #spiritualcapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Leadership as a Founder can make you feel like a star when you’re successful. Other times, it can feel as if you are walking off the edge of the map into the great unknown … guessing what to do next – whether that’s growing, selling or succession. When there’s no map, you search for clues to anticipate what’s next and what’s best before there's the pain of a blind spot. If you don’t read the baseline correctly, you may embarrass yourself publicly in taking two steps backwards to take one step forwards, in order to save face and the vision for your legacy. So how can a coach guide you as you grow forwards? In this podcast episode. hostess Angelina Carleton speaks with Scott Ritzheimer as they explore his 7-step map based on the patterns he’s observed in the last 15+ years of building businesses, non-profits and founder’s careers. Scott will talk about over applying past lessons to the present and how to better optimize your focus for the actual leadership stage you are at. When will you find the time to do it right a second time? A good map gives you reassurance, offers insights and holds you to your vision, which will greatly impact the holistic design of your legacy. Tune in and understand that how you end is just as important as how you began in your broad legacy planning!-Scott has helped start about 20,000 new businesses and nonprofits. With his business partner, they also started and led a multi-million dollar business through a growth phase over 10 years into the double-digits. Scott then founded Scale Architects to help founders and executives identify and implement their best strategy to ultimately have them arrive at their legacy vision. If you'd like to lead your business or nonprofit to a visionary legacy in the privilege of what you have built, then Scott’s plan is simple. Get your FREE copy of the Founder's Evolution at https://www.scalearchitects.com/founders-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com#humancapital #legacycapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Are you a leader who wonders how you will be remembered by others, especially if your focus has just been on the money and forgetting joy? Many entrepreneurs and family business members feel empty when they fall asleep at night, as they know others are watching them as a role model on their life’s journey. They’re also anxious about including their soul’s ideas into their business decisions, debating whether to be so vulnerable and transparent as to the conversations in their head. Simply hoping to find support as you evolve as a whole human being, and leader, isn’t enough to achieve your holistic legacy goals and design that bigger plan. You need a strategy for developing and executing your legacy’s dreams. In this podcast episode, hostess Angelina Carleton speaks with Camille L. Miller, MBA, Ph.D. about 4 strategies for the design of your legacy plan. She’ll show you how to follow your passions through one word a year, how to bring your gifts to the world, the importance of language in distinguishing between your ego and soul as well as the needed insights when asking yourself ‘why’ 8 times to discover your deeper answers. Focusing on how your soul is here to serve will lead you to the success of your legacy through ‘your lane of joy’. Listen in and learn how to turn what didn’t work in past years into practical steps in your holistic legacy planning.Learn more at www.soulprofessional.com/about-camille-miller.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com#humancapital #legacycapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Are you a woman who feels she is not receiving a fair chance when it comes to being invited to the ‘money table’? Many female professionals and entrepreneurs, whether they are self-made or part of a multi-generational family of wealth, feel as if they shouldn’t be making financial decisions … so they aren’t focusing on it. They may feel anxious about the added levels of complexity as well as the new vocabulary needed to communicate confidently. Simply setting up small habits now is just a start to feeling a sense of belonging to ‘wealth conversations’. You need an investment account for both your retirement and to live your legacy dreams.In this episode, hostess Angelina Carleton speaks with registered investment advisor Anna N’Jie-Konte, MBA, CFP and co-founder to Re-Envision Wealth, a black and Latina founded wealth management firm. Anna shares strategies on how money can be a tool for your legacy and how today’s wealth firms in their business model need to let women and immigrants into the decision-making process so as to not overlook billion-dollar niches. Focusing on women, as 40% of wealth is now being managed by women, accepts the changing demographics and recognizes the very real societal limitations placed on women’s dreams in what they had to give up in the past. Tune in and learn how to turn your money stressors into actionable steps in your financial and legacy wealth building. Learn more about Anna at https://re-envisionwealth.com.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com#humancapital #legacycapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Does your financial success mirror your professional success? How do you manage money? How do you manage your finances, cash flows, and a financially stable business in order to invest in your future? Many families don’t walk their NextGen through the back end of the finances to know that making and managing money are two different skill sets. What about all the other jobs your dollar has to do? When things go sideways, the thing that makes it easier is cash.What if it isn’t noble to cut yourself out in paying yourself a salary as a business owner? In this episode, hostess Angelina Carleton speaks with Jen Paterson, a financial planner who studied economics and finance in British Columbia (Canada). We talk about the distinctions around managing money this automatically isn’t taught or discussed as needed in society, amongst friends and associates or in the business schools. Yet, it doesn’t have to be ‘heirs gone wild’ or ‘entrepreneurs gone wild’ when the money gets deposited. If you don’t pay attention to how you spend and set aside monies, it can’t serve you or your legacy dreams. Tune in and hear how you can learn the strategies to navigate your money management in the design of your holistic legacy planning. Does your financial management meet your Legacy goals? Learn more about Jen at www.dollardivas.org.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com#humancapital #legacycapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Do you know what an exceptional life looks like, given today’s superficiality and transactional nature? Despite the brevity of life being one of the biggest surprises, you might find yourself still determined to design both a life and a legacy with a clear vision. This usually happens when discipline weighs ounces while regrets weigh tons … making the days expensive. Without a structured framework to show you how to define, develop and execute on a sensible plan, it’s tough to believe a great legacy is possible. So how do you create that roadmap that allows you to maximize your time, talent and treasure? In this week’s podcast episode, hostess Angelina Carleton speaks with Chris Ford, founder of Wingate Capital. They review one of his favorite books, the 12 Pillars, to break down how to set up your priorities right as well as your calendar to find results. Starting with the first six (6) pillars, we discuss how influence is subtle and how each day offers one ‘best’ opportunity so as to not get distracted by the urgent. Listen in and learn how to borrow from this great book and the clues it left behind for your holistic legacy plan of action as a lifelong learner!-Wingate Capital is a Real Estate Private Equity firm that provides investors opportunities to passively invest in institutional-quality, recession-resilient, real estate. Their direct access allows investors to invest alongside experienced operating partners who have a proven track record of delivering attractive risk-adjusted returns. Their goal is to help investors build long-term wealth and passive income streams through a diversified offering of value-add multifamily, self-storage, manufactured home and RV park investments located in growing markets across the U.S. The deals that they fund allow their investors to preserve capital while collecting consistent cash distributions, building equity in hard assets, and benefiting from these assets' appreciation over time. Reach out directly to join their investor club via https://www.linkedin.com/in/christopherlloydford or https://www.wingatecapital.com.- About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com#humancapital #legacycapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Family business founders live extremely busy lives and are so focused on the business that oftentimes, the NextGen’s (Generation 2-Generation 4) didn’t understand why their parents were gone. To add to this lack of connection, parents can feel guilty and not know how to pass on the enterprise successfully to G2-G4. There can be so much weight on the shoulders of the next generations in pressure when there is an absence of knowing the stories, the roots, behind their history. This history, even the bond of the family, supersedes financial position and standing in life but values have to be handed down. So where do you start? In this week’s podcast, hostess Angelina Carleton speaks with historian Douglas Miller of Mullerhaus Legacy. They talk about the field of Heritage Management as well as the concept of duty as a part of the human psyche in 'why you are here' and 'how you arrived here'. For the lives of young people, studies show that knowing your history increases self-confidence. It also fills in the empty places. Mr. Miller discusses expectations, the preparation of G2-G4 and the differences between managing a portfolio well vs. dealing with the human elements. Tune in to discover how affluent families handle cowboy stories as well as how to involve 71 participants in your 'hard cover coffee table book' to inspire your legacy!-Legacy doesn’t just happen. To be influential, heritage must be protected and shared with care and authenticity. Mullerhaus Legacy is your expert team of creative storytellers and professional historians helping families and businesses like yours inspire the future by using history to keep stories and values alive. Your family and business legacy deserve to be beautifully preserved and shared. The American Dream will falter if we fail to pass along the character, values, and traditions that unify us. To preserve the promises of liberty, Mullerhaus Legacy makes the story of American achievement an influential part of everyday life. Their purpose is to use family and business history to lead, inspire and connect future generations to their inheritance of opportunity. -About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com#humancapital #legacycapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Your ability to manage your time, as well as your email inbox, is key so you can feel a sense of accomplishment. Because let’s be real, corporate America will no longer birth or bury your career in 2024 … as Elon Musk just laid off 80% of Twitter’s employees. But more importantly, do you have an evening ritual so your work does not consume your mind, in taking over your peace of mind? This could mean knowing how to compete on the benefits of your product or service compared to price in how what you have to offer can and will benefit others. And yet most entrepreneurs forget to get commitments from others in beta testing ideas with the intent of buying it, compared to just having others tell you what you want to hear. In this week’s podcast episode, hostess Angelina Carleton speaks with professor Marc Kramer about five ‘best business practices and tips’ as he's raised over $3 billion in capital. Marc talks about underpromising and overdelivering as well as how he sets aside three hours a day to read the WSJ, Inc, Fast Company, Business Insider, HBR, Forbes and Fortune. But more than just business insights. Marc speaks about the design of his holistic legacy. When he’s not flying helicopters or skydiving, Marc believes ‘legacy’ is creating something for others so they can benefit from your ideas, creativity and intellectual gifts. Tune in to hear how Marc is living into his core values of loyalty, ethics, selflessness and supporting others as the joys to his holistic legacy plan.Learn more about Mr. Kramer at https://pitchtomefirst.com. -Marc Kramer is a serial entrepreneur and a Penn State University graduate. He is president of Kramer Communications, which provides business, marketing, financial and operational plan development and implementation for startups to Fortune 500 companies. Marc is president of Stress Free Family Business, where he trains the next generation, develops process and plans to grow the family business. He is also executive director of the Private Investors Forum, which runs the Angel Venture Fair.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com#humancapital #legacycapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-How do you compete as a family business against the Fortune 100 and 500 companies to level the playing field? The business intelligence to know who enters your location, physical or digital, within a three-mile radius 1.5 hours before and after … with three satellites can the strategy to whether your project, business or services survives or dies. Whether you like today’s level of data (AI) tracking or not, it’s a situation that requires your due diligence … especially when you would like to have an effective marketing strategy in managing costs. So how do play outside of the walled garden to grow and measure foot traffic … including if your legacy project focuses on private aviation? In this podcast episode, hostess Angelina Carleton explores geofencing with guest Barbara Wardell, who is one half of the agency Cullari & Wardell. Barbara also speaks into learning to put herself first in her goals as a female entrepreneur as well as finding people to look up to. For her legacy, she talks about how kindness can change a person as well as how the loving nature of women, in how we relate to one another in society and in business, can be a game changer. In addition to hearing why you should add ‘exclusivity’ into your ad contracts so as to protect your legacy project, Barbara also talks about giving to others so they can have a legacy other than poverty in her holistic legacy plan. Tune in to hear how geofencing can build generational wealth if you are a family business!Learn more about Barbara at https://cullarimedia.com.-Barbara Wardell is a seasoned marketing and advertising professional who transitioned from a successful career in the specialty medicine industry to become a disruptor, supporting small businesses.Guiding her geofencing ad agency, Cullari & Wardell, Barbara embraces a growth hacker mindset that strategically focuses on identifying and amplifying her clients’ strengths while pinpointing weaknesses in the competition, utilizing GPS location data. This approach results in a significant and measurable impact on foot traffic and online engagement, making her efforts truly game-changing and successful.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey.#humancapital #legacycapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Do you dream of making your legacy more than what happens when you are gone but find yourself frozen by the how around why your story matters? Telling your story from only your perspective can either define success for your legacy or leave you questioning your narrative, making what should be fulfilling seem daunting. Countless individuals find themselves with human moments and emotions to share, in their moments of triumph when the stakes were high. So how do you bring your personality to your legacy in noticing the details of you?In this week’s podcast episode, hostess Angelina Carleton speaks with Ben Feller on his legacy mission of pursuing happiness as well as making the lives around him better. Ben offers some much-needed guidance around starting with your legacy goals and 'seeing opportunities to give' as exciting, more than just the duty to show up. Based on his reflections, designing a legacy starts with ‘person to person’ conversations, in listening as well as trusting yourself more to go deeper in the human experience here and now. So how do you get your legacy right? Tune in and receive actionable strategies to get and keep you in the driver’s seat, so you can find your bigger legacy story.Connect on a human level with your legacy so your legacy can be more than just forms. Life is not a series of transactions. What story do you want now? Learn more about Ben at https://maslansky.com.-Ben Feller is an award-winning writer who covered two presidents and now helps people and organizations tell their own stories. He is also a writing coach, moderator, media adviser and public speaker on parenting, politics and the power of communications. In his first career as a journalist, which spanned 20 years, Ben distinguished himself as one of the finest reporters in the nation. He ultimately served as the Chief White House Correspondent for The Associated Press, a role in which he led presidential coverage for the largest news organization in the world. Ben spent more than six years covering Presidents Obama and George W. Bush, traveling aboard Air Force One across the US and 25 countries. -About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach, a trusted advisor, can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey.#humancapital #legacycapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Peacefully engaging with your partner when you are upset with them requires tools and skill sets we often don’t have … but the fallout can include contempt, stonewalling, criticism and defensiveness. Looking at today’s divorce statistics, we are missing nuanced ‘emotional’ knowledge when it comes to marriages and human capital. Many partners will ‘throw’ their contempt, compared to articulating it, … especially when it’s controlled by ego. It can become one party’s victory over another’s. Yet in the science of peace, where do we start?In this week’s podcast episode, hostess Angelina Carleton speaks with Alex Pardi out of NYC. Alex asks: How about beginning with weekly check-in’s to ask five key questions? Or the positive use of labeling where the other party can say “That’s right!” or “Exactly!” or “Yes!”. In breaking patterns of blame, the fastest path to zero is withholding support and appreciation in pettiness. Yes, practicing new relationship skills is an exercise in patience. Yet your holistic legacy is influenced by understanding what is most meaningful to you and to those around you. And in the world of high performance, learning to perform highly in your relationships is more important than ever. Learn more about Alex Pardi at https://www.skool.com/alexparditv/about. -About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – in bringing your design to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey.#humancapital #spiritualcapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Many entrepreneurs linger at 200 hz or below in their emotions of shame, guilt, grief, fear, anger and/or pride. The problem with that is when the lower vibration ‘feelings’ create your reality ... and legacy! It’s hard to be your authentic self, in business or with friends, when you are drained. But here’s the truth: You can’t change the mirror, you can only change yourself. But what if you could raise your level of consciousness to be above 200 hz in order to design your legacy?In this podcast episode, hostess Angelina Carleton speaks with Eric McHugh, President of ShopX. We speak about how all of us, especially today, are happiest when we are serving others, in following our intellectual curiosity compared to being in business where there is a win/lose. When you are not taking away from others, in your b-model, and are instead adding to other’s lives, you will find the most happiness. This happiness then inspires your legacy in its momentum, development and execution. Even money becomes about energy when there’s flow. Tune in to hear how you too can start this journey.-Eric McHugh’s experience includes ad optimization for Snap Inc, consulting for Fortune 500 companies through their Chapter 11 bankruptcy processes, Dark Matter research at Carnegie Melon University, and helping found CartRev, a social commerce platform that had over 100 Shopify brands.He is President of SHOPX web3 ecommerce, Co-Founder and Chief Growth Officer of Dataing, an AI powered matchmaking. In the past, he founded a Saas platform that replaced affiliate codes for ecommerce brands, worked as a consultant for Fortune 500 companies, helped Snap optimize their ad algorithm, and interned abroad in Barcelona Spain. He has an IQ of over 140, enjoys playing chess with his main hobbies as fighting, meditation, and reading. Full article herein - www.brainzmagazine.com/post/web3-mas…ommerce-nft-s.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey.#humancapital #spiritualcapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-How can you stay and win as a high performer when you receive news of an unexpected diagnoses? It’s a big question for the many who have received news of diabetes, particularly if their life and lifestyle is that of a professional, competitive athlete. Internal beliefs are examined, and more trust has to be called in; trust in the process, trust in the mechanic of your bicycle, and trust in the communication of honesty with your coach. So how do you put your own metaphoric airplane mask on before you can help others - in taking care of yourself first, even with sponsors? Mandy Marquardt is a member of the USA Cycling National Tea and has raced internationally. A 27-time USA Cycling National Champion, a 5-time American Record Holder, an 8-time Pan American Championship Medalist, a 2-time Pan American Games Medalist, and an Olympic hopeful for 2028. In this podcast episode, hostess Angelina Carleton speaks with Mandy Marquardt about her children’s book on the subject of overcoming hardships as well as her difficult challenges to inspire your holistic legacy planning. Listen in and learn how you, too, can live into values such as courage, integrity and trust.Learn more about Mandy at www.mandymarquardt.com.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-About 400 BC, Plato used a Trust to form a sovereign university in Greece, though Trusts date back to the Egyptian pharaohs. In ancient Rome, citizens could use “Fidei-Commissum” (like today’s common law). Then in Medieval England, the ‘Mortmain Acts of 1279 AD (aka Statutum De Viris Relig Oisis) had Trustees hold title to land under a bond. The Beneficiary was known then as a ‘Feoffer’. It was a way to transfer, or 'enfeoff' the legal title of land while holding the use of the land. So why does this history matter today? While times are changing, some things stay the same. It used to be that men could only hold title to assets. In 2024, more women will come into an inheritance in the next 3-5 years than ever before, totaling a $30T opportunity by 2030. The problem though is when these heirs don’t have the education in place, or the financial literacy to know their terms to go forward in full confidence. So where do you start? If the founding fathers of America set up Trusts in the 1700's still in existence today, and trained their successive generations… you too can begin to learn the knowledge, starting with defining the scope and purity of your Trust’s purpose. To build ‘Legacy Wealth’ and maintain your privacy, Trusts are key to your thriving! -About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #trustcapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-If you don’t nurture your heart, your heart can stop beating… as in its pulse of happiness. Entrepreneurs can exercise relentless self-judgement in their heads that no one else hears. Your businesss can be worth millions and yet, you can live the life of winning the war while losing the battles day in and day out. Yet prevailing through these challenges requires resilience as well as ‘non-attachment to failure’ … as well as the freedom to ‘hold new insights’ compared to a year or decade ago.In today’s podcast episode, hostess Angelina Carleton speaks with Beate Chelette. Beate sold her business for millions to an entity owned by Bill Gates to become financially independent. Now, living in choice, she explores the deliberate actions of her legacy planning: who is she in identity outside of work? How does she show up for herself and others? How does she let go of control of others to allow them to be true to themselves? Tune in to hear how Beate is becoming the person she wants to be, by breaking generational curses from her upbringing, to release the emotional bondage seven generations back. Learn more about Beate at https://beatechelette.com.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. --Many people feel disappointed when their first passion doesn’t materialize, often thinking they’re victims of what they lost. This mindset can set you up for failure because you will be face to face with mental barriers. As a result, it becomes unfruitful when you only look at where you’ve struggled. Not being able to overcome the pity party of loss and develop other creative passions is a test of faith. So how do you transition from a spirit of fear to one of power, love and a sound mind? In this episode, host Angelina Carleton speaks with Morgan McCarver about how to overcome being constantly fearful to letting new passions inspire your legacy. She opens up, after 10 years of silence, about her own story of how she grew in her identity due to spinal challenges beyond her control. From feeling judged, even down to her body image, to speaking truth about her journey to prevail, she explores her experiences in her new book “God The Artist”. She invites you to look at your legacy, with a focus on the heart, especially when you feel like God gave you a curse compared to gifts. You’ll learn how to shift from feeling like you are under spiritual warfare to feeling safe in your own legacy vision. Listen in and get Morgan’s timeless insights on changing how you value yourself in your legacy and your ability to see your amazing gifts.Learn more about Morgan's book, at https://www.morganmccarver.com/new-book.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #emotionalcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Business owners can find it hard to break through the barrier of fear when it comes to planning their legacy. If you’re only focused on a monetary legacy, you’re missing out on the emotional aspects of what you could be bringing into the now re: happiness and joy. Your legacy is more about living and what you are doing today. Yet in a society where people’s thoughts and feelings are scattered, where people can feel limited in time and resources to sit down to completely map out a holistic legacy, how can you hold a legacy plan together that’s cohesive? In this episode, hostess Angelina Carleton welcomes Anne Laffin to the podcast. They discuss how planning your legacy early allows you to connect to why you are here … to fulfill your plan compared to avoid it. The days go on and our legacy rarely gets talked over. This lack of consistency is the biggest theme because there ends up being ‘no plan’. This conversation goes beyond how your work can be your legacy, as we dive into the importance of creating emotional resilience in how to tackle adversity and challenges. In a world today where the NextGen need open dialogue and skills passed on, how do we solve for the drama and bad stuff? It's the breaking and rebuilding that strengthens a relationship. Learn more about Anne at https://www.linkedin.com/in/alaffin/. -About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-If you don’t think about your legacy or are even aware of it, how can you step into that role? And with Legacy.com being a ‘Directory of Death’ (i.e. obituaries), how can we not be influenced by how things show up in our culture, society and online environment? And yet, your legacy is more than a few paragraphs and a few numbers. A great legacy is going to take more than 5 minutes to gather your thoughts. So how can you move past ‘feeling unsafe’ around planning your holistic legacy or the FOMO (fear of missing out) if this ‘legacy’ focus takes time or resources away from something else?In this episode, hostess Angelina Carleton speaks with Sherrie Rose, author and a visionary Chief Legacy Officer. Sherrie shares why investing in yourself, in the pleasure side of life vs. the paper side of life matters and how the real currency is ‘relationship riches’. What if ‘legacy’ is a value in your life compared to a goal? Tune in and learn how to live smart, give smart and leave your mark… as an act of kindness is worth more than the grandest gesture.Connect with Sherrie at https://www.linkedin.com/in/sherrierose. -About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Political polarization, racism and mass shooting events may become an unfortunate norm in America and thinking several generations ahead is becoming non-negotiable. But many entrepreneurs are still figuring out if living abroad is for them, in terms of second citizenship, and how it could work as an exit strategy they can live with. Before you sever future liability from US taxes, due to America’s citizenship-based taxation, you may need to know about possible exit and/or inheritance taxes. In this podcast episode, hostess Angelina Carleton speaks with David Lesperance JD about how the top 1% of US taxpayers contribute about 43% of all revenue into the coffers. Yet, there’s exponential demand with covered ex-patriates … and David has helped with over 500 ex-patriations. This episode will provide you with practical tips on how to avoid an IRS lifestyle audit, do your planning right the first time, and not listen to just the brick salesmen. Tune in and learn how expanding internationally can allow your future generations to live, work and play to maximize their global opportunities through mobility. Plus, David’s legacy vision is pretty cool!Learn more at www.lesperanceassociates.com.-David Lesperance is one of the world’s leading international tax and immigration advisors. He has co-authored, with an LSE Professor Emeritus, a key book on the impact of the movement of the Wealthy on the countries they leave and to which they move. David’s personal interest in these areas of law grew from his experience working as Canadian immigration and customs officer while studying law. Since being called to the bar in 1990, he has established his expertise with major law firms, his own law firm and as a private consultant. David has successfully advised scores of high net-worth families in residence/citizenship and domicile strategies to protect family wealth and well-being. These "Back-Up Plans" are both tax efficient and liveable in meeting the needs and preferences of all family members. David is supported by a team of professionals, some of whom have worked with him since the early 1990s.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Many people find it impossible to break the pattern of living with depression, alcoholism or addiction. They may want better for their lives, but they’ve lived through soul-shattering trauma, seen the familiar examples in front of them for generations, and feel as if there is a vice like control. This often leads to parts of their soul feeling shaved off or in a gritty rage and resentment that keeps them unable to navigate out of this place. So I brought in one of my favorite guests to help you see the spiritual side to possession, even with soldiers returning home from war.In this episode of “Design Your Legacy”, hostess Angelina Carleton teams up with Tina Erwin, author of multiple books and a retired US Naval Commander who protected an 86-unit submarine force, to speak into the questions of “will your family’s legacy be brutality?” to “what caused a person to partake in drugs and alcohol?”. She talks about multiple remedies that work based on her life’s experiences of facing possession that show(s) up in many forms. From suicide patterns to restoring one’s soul, this episode covers why prayer, seeking a relationship with God and raising one’s frequency on a daily basis make a difference as starting points. -Tina Erwin CDR USN (Ret.) has studied metaphysics all of her life, gaining insight into the interpersonal relationships at the heart of everyday living. Her writing comes from an intense desire to know and understand the unseen world of action and reaction combined with a sincere desire to share this understanding with other knowledge seekers. Purchase one of Tina's books at bit.ly/3QJkTA3 and read her "Crossing Over Prayer" at https://ghosthelpers.com/?page_id=208. -Disclaimer: This podcast episode is not to be intended as medical advice.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. -If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Families of wealth don’t build a legacy to pass on so the NextGen can buy a sports car and wrap it around a tree. They hold the intention to want to give the best of themselves, as well as their assets, but aren’t sure where to start. From emotional and relational perspectives, what are the bigger reasons around designing a legacy? What is enough … or how much is enough in defining enough-ness? What values have we accepted around money from our families?In this episode, hostess Angelina Carleton speaks with property investor Linda Southwood about what we learned about money growing up, especially the good things. She shares her tips for balancing expectations with philanthropy, offering firsthand experience of what worked in her life with her children. You’ll learn there are different ways of relating to money, such as “debt proofing” your kids so they know where their money is going. Tune in and learn how you can design your holistic legacy plan starting with honest conversations around money and philanthropy… to focus on what’s truly meaningful. Learn more about Linda at www.culbonecoaching.co.uk.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. -If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Are you an online influencer who needs to protect your Name, Image and Likeness? In the world of asset protection, learning about how to protect your intellectual property is often skipped over. Licensing your name, understanding the value of your phone number and learning about minor as well as adult guardianships can turn your blind spots into an opportunity to build your team. In an era where retaining a tax planner is smart design of your legacy planning, so too is the idea of adding a business manager to your team as an entrepreneurial when the time is right. In this week’s episode, Angelina Carleton chats with Scherrie Prince, Esq, an attorney who has learned the hard way why proper planning is so important. After losing her mother at age 16 and watching her family’s 150 acre farm be divided up in an atmosphere of little to no trust, she emphasizes how constant communication is better than quarterly communication. Scherrie brings a real life perspective, challenging the lack of exit planning most individuals have because they haven’t built in any legal protections. She introduces the concept of equity stripping as one remedy ... Tune in and learn more tips to transform your ‘lack of knowledge’ into your ‘game plan’ and how Ms. Prince is designing her legacy as a pioneer in her family! Learn more about Scherrie at www.linkedin.com/in/scherriespeaks.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. -If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Succession! To get results, how do you transition and keep communication open? How do you communicate your vision with those involved in the family business and those who benefit? How do you keep everyone up to speed within the group as well as handle group differences? As a second generation of a family business, Dr. Fultz experienced the overall transition between the initial ‘Mom and Pop’ enterprise to bringing in a management team, facing bigger problems as well as growth. Their family business was and is in 48 states as well as 30 countries and Steve has had to trust himself through every year and test! Now, he is bringing his daughter into the business.Don’t miss out on this chance to hear Steve speak into how he is designing his legacy today based on his character, sense of pride and just being ‘a good person’… like how his grandparents were ‘salt of the Earth people’. A legacy is so much more than one’s finances … it is your name, handshake and trust created within yourself and with others to last because you are ‘grateful’ for those who have shaped your life. In this podcast, Angelina Carleton speaks with Steve Fultz about his best life and business lessons. Tune in now! Learn more about Dr. Fultz at https://stevefultzphd.com.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. -If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Business owning families often find themselves in need of frameworks and mechanisms to create continuity when it comes to communication, shared purpose and values. But many aren’t sure where to start when it comes to get-togethers, councils, constitutions, forums and committees. Wealth creators get caught up in the demands of the business, forgetting to learn how to nurture beliefs and behaviors of the NextGen – often not blocking out time to create reliable stewards. So how can you increase your family's awareness of your shared purpose, uniqueness, and philosophy to build trust?In today’s episode, Angelina Carleton is joined once again by Laura and Riccardo Gambineri, founders of Trusted Governance, to speak into how to supervise, shape and add to new family conversations around stewardship and governance. They shed light on the value of human interaction and the non-financial aspects often not discussed in family offices. By shifting the focus from pressure and expectations to rejuvenation and self-actualization, you’ll learn how to improve your family’s governance and make sure all members feel heard at the table. Tune in and discover how good governance can significantly influence your wealth preservation and family harmony.Learn more at https://www.trustedgovernance.com.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. -If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Even though Halloween just passed, for many of you, the ‘trick or treat’ is whether you realize the connection between karma and your legacy... Where wealth, or money, itself cannot teach you how to bring in more balance or joy to shift terrorizing fears or haunting frequencies. In the broader sense, your life is a series of tests where the record of your decisions becomes your legacy … in the ripple effect, or the physics of your metaphysics. But where do you start?In this special podcast episode of “Design Your Legacy”, I speak with retired US Naval Submarine Force Commander Tina Erwin, to unveil the connection between protecting a fleet of 86 submarines to raising your frequency in order to overcome spiritual attacks. We speak about individual karma, group karma and the needed strategies to bring you back to happiness, release unneeded attachments, and step into a world of freedom with your personal agency. No tricks, all treat. Tune in and learn how to be specific in your healing and design a fulfilling legacy you love!Purchase one of Tina's books at https://bit.ly/3QJkTA3 and learn more at her website https://ghosthelpers.com.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. -If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-How important is healing and not bleeding to death? Triage in a hospital is a process to stop the bleeding, to stabilize and to allow for recovery. PTSD can happen for both physical injuries as well as emotional wounds and triggers … especially individuals whom have experienced relationships with those who have NPD (Narcissistic Personality Disorder). Recognizing NPD traits is half the healing journey in ‘awareness’ and the other half … is finding the remedies.Subtle, sinister and savvy – NPD’s are experts at getting you into their web. In her 70’s now, author and divorcee Patricia Watson used to be married to an individual with NPD (narcissistic personality disorder) and was a part of a family business. After her divorce, she lost much of her assets including her initial legacy plan of creating a vacation home for adoptive mothers. Being that NPD is an unavoidable trend today, Pat decided to write a few books based on her own real life experiences. To stay in relationship with a narcissist is both detrimental to your soul and mental health. But to leave, well ... It’s common for the NPD to make their victims look bad, in either the social or professional scene. What is it you need to know? Tune in and find out! -Patricia has a master’s degree in education and taught special education for 13 years. When she was married, she was part of a successful family business. But after the divorce, she left the business behind and moved to North Carolina in 1999 to start over again ... this time as a real estate agent and instructor for the following ten years. She owned her own real estate franchise and school. Ms. Watson then became a certified trainer with the John Maxwell Team in 2015 and traveled to Paraguay, South America to train others. Patricia currently owns her own practice called Command Performance Coaching and Training. She has just released her third book in a series about self-esteem and healing from narcissistic abuse. Ms. Watson is working on her fourth book and domiciles in South Carolina, USA. Ms. Watson's book can be purchased at https://amzn.to/47qZZeP.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-One-hundred-year families, as well as new wealth creators, often procrastinate their holistic legacy planning because they don’t know where to start. And starting to fill in the foundational pieces can be a challenge when you have your head down focused solely on your business in your time and energy. So ... how can begin to map out your purse of knowledge and leverage a family office perspective? Is this even possible when you don’t even know the questions to ask?In this week’s episode, Angelina Carleton sits down with attorney Josh Kanter, founder of Leaf Planner, a virtual family owner’s manual that offers a comprehensive remedy to your family’s organization, education, communication and decision-making. After 20 years of running a family office, Josh speaks into the opportunities for new engagement and conversations. Mr. Kanter also highlights the key questions to ask when it comes to developing more trust, communication and connection. Tune in and learn how you too can 'turn a new leaf', and have your most important data in one secure online space!-Through Leafplanner and Josh Kanter Wealth Advisory Services, Mr. Kanter's goal is to share his experience, knowledge and tools to help the 100-year family survive and thrive by providing thoughtful, personalized family, business and legal consulting services to his clients. After graduating from Emory University with a degree in Economics and Political Science, he continued his education at University of Chicago, where he earned a Doctor of Law degree in 1987. Following his schooling, he joined the prestigious law firm, Barack Ferrazzano, serving as an attorney in real estate, corporate, and securities law.Following several years in the legal space, he decided to focus on his family business where he currently serves as President of Chicago Financial, Inc., a single family office overseeing a complex organization of trusts, investment and philanthropic entities for a multi-branch and multi-generational family. With experience in the areas including hedge fund investments, private equity, real estate, venture capital, and art, he continues to help direct these entities.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-It’s a common oversight for NextGen family members – finding a vision all your own, after a leadership change, all the while skipping over the branding bit when both could be an accelerator, game changer and force multiplier. Branding creates notoriety, a visual recognition of your company as well as an emotional connection. So how do you transform your functionally-led company to that of an emotionally-led brand, in simplifying the complex and transforming your firm into a meaningful legacy to last beyond your years.In today's episode, hostess Angelina Carleton discusses the journey of a family business over 60+ years with Ed Delia, offering insights into how you can weave your values into your legacy. He asks ‘what are you left with after the moments?” whether you are winning as a champion or in the ‘sensibility of time’ when fully engaged. Listen to receive both wisdom and Ed’s real life experiences to inspire you to design your legacy with ‘old world honesty’ today!-Ed Delia became President of Delia Associates in 1998, assuming full control of the company founded by his father, Michael A. Delia, in 1964. Under Ed’s leadership, Delia Associates has contributed directly to the success and growth of a wide variety of clients, from global to regional organizations.Under Ed’s direction, Delia Associates developed and launched a proprietary brand development system designed to take customers through a detailed process that results in the development of a unique brand identity platform. This innovative and self-contained system, called The Brand Leadership Solution™, was first introduced in September 2003. To date, it has been successfully used to launch, introduce, or revitalize more than 200 brands.He is a past recipient of Somerset County’s Outstanding Business Person of the Year. Ed was also recognized with two Chapter Achievement Awards while serving on the board of the Entrepreneurs’ Organization NJ Chapter. Ed is one of only 250 professionals nationwide to be designated a Professional Certified Marketer (PCM) by the American Marketing Association. -About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-When it comes to your digital files, it’s natural to feel overwhelmed in managing your privacy. The secret is to protect your virtual data anywhere (SSE/SASE) as well as to be able to restrict information, by structuring your systems right from the start. Evgeniy Kharam, a cybersecurity architect, is an expert on this subject. He understands zero trust security, firewalls as well as the value of mastering ‘soft skills’ to protect his data as well as his client's segmentation.In today’s episode, host Angelina Carleton sits down with Evgeniy to uncover why password management is so important and how proper due diligence is essential before investing into your cybersecurity. You’ll discover insights around ChatGPT as well as what you need to know about external thumb drives, malware and ransomware to be up to date. Tune in also as Evgeniy asks ‘what if your legacy is what you leave in the world to be the better version of yourself?'! -Evgeniy is a cybersecurity professional who has had the opportunity to spend more than 40,000 hours providing pre and post-sales support as an architect and principal consultant in various technologies. Evgeniy has worked with medium to large enterprise level customers ranging in sizes from 500 to 100,000 employees. Evgeniy is very passionate about cybersecurity technology, vendor relationships, and architecture. He believes in connected infrastructure, a significant need for vendor consolidation, and the ability for security control to integrate and share information. Mr. Kharam brings much knowledge about VAR, MSSP, and technical pre-sales. And as a result, Evgeniy has become proficient in speaking on most cyber security technical domains, including; Endpoint, Security, Network Security, SIEM/SOC/SOAR, SASE/SEE, VMS, and Cloud Security, to name a few.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. -If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-In anyone’s mind, more than half our thoughts begin as negative! But today, entrepreneurs are discovering the power of neuroscience to change their mindset so designing a legacy can become a reality. So set aside your logical mind for a moment because – it’s all about honing in on what it is you are telling your subconscious each day and night. In this podcast episode, Angelina Carleton speaks with Nathalie Plamondon-Thomas about a two-step neuroscience hack that allows you to exit the loop of sabotaging behaviors so you can actually design a meaningful legacy. Learn how to position negativity in your past so you can expand choices, be at your best, and change your future. If you’ve been looking for a system to build your confidence, especially in the agency of your personal legacy, this episode is for you! Learn more about Nathalie at https://thinkyourself.com.-Fluent in English, French and Spanish, Nathalie is an international No.1 Bestselling Author of fifteen (15) books on success, communication, wellness and empowerment. She is the Founder and CEO of the THINK Yourself® ACADEMY, offering leading-edge courses, training and events. In the past 30 years, she has inspired over 100,000 audience members through her public speaking on stages and empowered thousands more as clients.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com! -If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey.#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-As your business expands and you have an opportunity to co-create as a couple, inevitable questions arise such as: “how do you protect the other half’s brilliance?”, “how do you show up together thoughtfully?” or “who will be the thought leader in each area?” so you can support your spouse (and vice versa!) when they are on stage. How you address these questions could be the difference between a power balance as a partnership or unintentionally allowing for unhealthy, competitive rivalry. But where in the world do you start when most entrepreneurs are so focused on their business and trusting your team to 'take care of the biz' seems too risky?In this week’s episode, Angelina Carleton speaks with Anthea Mumby, a NextGen who successfully took over her family’s insurance business and 10x-ed the revenue in partnership with her husband, who married into the family business. Anthea breaks down four key areas that couples need to consider as well as how women tend to be paid more in resolving pay equity when there is a family business. Tune in now to learn how you can take your current relationship, whether with a spouse or a partner, and transform it to make it last 30+ years like Anthea!Go to https://bit.ly/46axjWG to get clear on how to co-create consensus if you are one part of an entrepreneurial couple.-A lifelong entrepreneur, Anthea Mumby has served thousands of long term clients, won multiple awards, retained and trained dozens of team members, co-authored two books, navigated the sale of her seven figure business, hosted events for business owners, been a consultant to multi national corporations, a coach and mentor to entrepreneurial couples, and a "Business 911 Advisor" for entrepreneurs. Most recently, she and her spouse enjoyed building their dream home at the Lake in South Western Ontario, outside Toronto, Canada.-About Legacy Planning(c):There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.Our Mission Statement:Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.-When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. -If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.-Most families want high levels of achievement and business performance from their members. But they can often overlook one of the biggest foundational pieces in creating long term success: cultivating a legacy through socio-emotional wealth! Incorporating in “non-financial well-being” metrics leads to more meaningful conversations about the ‘why’ and ‘how’ of decisions, work-life balance and peace of mind. But how can you start when there are ‘too’ high of expectations – and what does this look like as a structure and a way forward?In today’s episode, Angelina Carleton speaks with Laura and Riccardo Gambineri, the founders of Trusted Governance where they help families find their shared purpose and embodiment of triumph. With a background in ‘private placement’ insurance, they share how families who invest into their legacy tend to be more united, purpose driven and philanthropic. They also share their personal legacy visions and the core values that drive them in their life’s decisions! Tune in now to hear the success stories and how you incorporate these insights into your legacy!-Laura's Bio ("The Daughter"):Next to being the Founder of Trusted Governance, Laura Gambineri-Giese is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, her main areas of expertise include assisting HNWI’s professional advisors in the structuring of and around estate planning by enhancing the solutions with Private Placement Life Insurance with a particular focus on the US and UK. Laura maintains a global network and supports business partners in compliantly structuring wealth enhancing product designs for their clients in cross-border situations. In addition, she provides strategic advice, product design and structuring services for the Crown Global Life Insurance Group.Her higher education includes a Bachelor in International Business Management from the Euro-Business College in Hamburg, as well as a Master of Laws (finished with Distinction) from the University of Liverpool in International Banking & Finance Law. In addition, Laura is a TEP (Trust & Estate Practitioner) at STEP and has finished her Advanced Certificate (with Distinction) in Advising the Family Business as well as her Advanced Certificate (with Distinction) in Family Business Governance. Riccardo's Bio ("The Father"):Next to being a Co-Founder at Trusted Governance, Riccardo Gambineri is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, Riccardo is the President responsible for the development and marketing of its Private Placement Life Insurance solutions issued by Crown Global and based in Zurich Switzerland.Riccardo joined Crown Global from Zurich Insurance Group Ltd., headquartered in Zurich, Switzerland, where he was the Head of Private Banking Solutions in Germany, Austria, Switzerland and the Northern and Eastern European countries. He was responsible for developing and distributing tailored private banking insurance solutions.Riccardo has also held senior management positions at SWIFT, Clearstream Banking, Deutsche Börse AG, Capco and Commerzbank AG in Frankfurt, where he was Senior Vice President, investment banking. He enjoyed his education at University of Applied Sciences in Stuttgart Germany, Executive School of Management, University of St. Gallen in Switzerland, Vlerick Leuven Gent Management School in Belgium and was awarded from the University of Liverpool in England the Degree of Master of Laws in International Finance and Banking Law with Distinction.
Are you struggling to create good family council meetings, to build on your written charter and constitution? What does it take to make your family business last 8 generations? No matter your industry, there can be seasons of family pruning just as there are times which it’s wise to not let discord from the board meetings impact the family time together. In today’s episode, Angelina Carleton speaks with Martha Stice, a 6th generation family shareholder of Siemer Milling Co., a leading processor of soft wheat flour in the US. She is the founding chair of the Siemer Family Council, and a director of Siemer Milling. While her primary focus has been the care and education of her 5 children, a touchstone of Martha’s vocation is community development and group governance. In numerous venues she has worked diligently to bring people together to both share life and also accomplish group goals. Her most important effort to date has been the collaborative effort to develop the Siemer Family Council and chair its work to see the extended Siemer shareholding family come closer together and carry our shared values into the next generation. Martha graduated from Baylor University with a Masters in Social Work. She has also completed the Family Governance Leadership Institute at Loyola University, Chicago. Listen in to learn how you can move through unexpected board meeting conflicts with candid, kind honesty and find the vulnerability to some new conversations to best prepare the Next and Now Generations. Learn more about Siemer’s soft wheat flour at www.siemermilling.com.
Second Chances To Design Your Legacy with Nicole Majic (NDE's) by with Angelina Carleton
Most families only know their priorities when it comes to their work life. But if you want to see total family health though in your relationships, to build on your already great habits, then you need to make your values a priority as well as a set of goals. But how can you know which values to protect and not compromise on when tested? If you’re not careful, you could end up with losing out on this precious time to build relationships when we can learn about one another’s visions through 8 workshops. In this week’s episode, Angelina Carleton speaks with Alex Kirby, CEO of Total Family Management. He walks the listeners through an introduction of clarifying your values so as to leverage them to help you make decisions. Because no one says “more money” after a health scare, loss or car accident. You’ll learn how your legacy’s value includes more than just AUM (Assets Under Management) and how family coaching can add to your growth mindset for those whom are open to new ideas! If family therapy is not what your family needs but rather a process to stay proactive, then this episode is for you!-About Legacy Planning(c):There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com.
Almost all of us want to live into our dream life – to make the most use of our talents, strengths and what God has deposited into us. But have you ever wondered what it is like to go from depression to joy, self-loathing to healthy self-acceptance, from lack to prosperity, from feeling as if you were a ‘mistake’ to receiving scholarships, from being looked down upon to becoming a positive role model to inspire others … to show them the way forwards? What if the propaganda you were conditioned with growing up is just a test to see what you will accept for your legacy? Whether it’s society’s standards that try your faith – chances are, there are people out there who need for you to step into your legacy as "leadership in example" in having someone to relate to.
In today’s episode, Angelina Carleton speaks with Drexwell Seymour, MBA, who is a CPA as well as Managing Partner at HLB TCI. Prior to that, he was CEO for “Cable & Wireless TCI”. Through his confidence, he changed the landscape of the telecommunications industry as it was liberalized, no longer a monopoly. He is also a property manager at Grace Bay, one of the top beaches in the world, through TCI Villas & Properties.
You’ll get to hear how Drexwell went from being crushed by the class structure in the Turks and Caicos Islands to now showing others they too can diversify. Tune in now to receive inspiration and be uplifted if you have ever felt that you did not meet society standards enough to design a legacy.
Learn more about Drexwell at www.drexwellseymour.com.
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About Legacy Planning(c): There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com.
There is a fundamental problem that many investors encounter: their inability to find great assets under pressure when the clock is ticking during a 1031 exchange. A truly successful investor though knows all their options including private placement securities such as DST’s (Delaware Statutory Trusts) as well as a 721 exchange.
In this episode of the Design Your Legacy podcast, Angelina Carleton speaks with Jim Whitesides. Jim talks about how DST’s can include up to 50 properties in one entity and how they offer access to much higher quality real estate. By owning 7 or 8 DST’s himself, Jim delves into the story of how he was at ground zero in his knowledge in the past but today, can walk other investors through the benefits of this asset. In this discussion, you'll gain invaluable insights in how you too can diversify your investments while lessening your day to day operational responsibilities. Tune in to discover how DST’s can allow you to enjoy life more and how Jim is defining, developing and executing his legacy based on his values.
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Mr. Whitesides attended the U.S. Naval Academy, graduating in 1983 with a B.S. in Systems Engineering. After graduation Jim entered nuclear power training and eventually served on the ballistic missile submarines USS Georgia and USS Tennessee, qualifying as Reactor Plant Engineer, Strategic Missile Officer, and Officer of the Deck.
After leaving the service, Jim attended the New York Institute of Technology and received his MBA while beginning his civilian career as a commodity broker in the oil and natural gas markets. Jim worked as a broker in New York and as a trader in Boston before moving to Chicago to work for Bank of America managing the oil and gas derivatives desk. Along the way, Jim earned his CFA (Chartered Financial Analyst) designation.
From Chicago, Jim moved to St. Louis as President of Ameren Energy, the commodity trading subsidiary of the local utility. After leaving the energy markets, in 2003 Jim formed Ace Storage, a self-storage business in St. Louis, growing from one to seven facilities through acquisition and development before selling the business in August 2017. Since then, Jim has managed and acted as leasing agent for his own commercial real estate holdings and is a licensed Registered Representative with Great Point Capital.
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com.
Are your legacy plans for 2023 written by others this year? Don’t worry, agency takes courage. Book your consultation for your Mid-Year Alignment to learn the steps to maintain accountability with yourself for your values and guiding principles to make your legacy a reality.
Regain personal agency of your legacy and finish the year with a plan! Just go to DesignUrLegacy.com to book your consultation.
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Jeff Brandeis is the CEO of Brandeis Financial Services in Tampa, Florida (USA). He is a graduate of the City University of New York – Baruch College – Zicklin School of Business. With his expertise as a retirement specialist and wealth strategist, given his 25+ years as an accountant, he is committed to helping individuals like you retire debt-free and achieve financial freedom.
Whether you're burdened by personal or business debt, it doesn't matter. Jeff offers customized plans based on your specific situation, allowing you to become your own bank and never rely on outside parties for borrowing again. Without a plan, you’re throwing darts blindly hoping to hit a bullseye. With a plan, you can create a legacy for your family!
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com.
Many business owners fear sharing their values openly in case their values aren’t shared by others. Or the ‘I will take care of it tomorrow’ causes a lack of productivity in designing one's legacy, because telling others ‘how you really feel’ can cause change that might not be met with acceptance! But when you hear the statistics these days, what got us here won’t get us there. That’s exactly why a one page road map - and walking you through the 6 steps – is so vital.
In this podcast episode, Angelina Carleton speaks with Bradley Franc, Esq. about designing legacies when ‘fair may be equal but equal may not be fair’. As only 15% of failure is due to a technical issue, it’s time we spoke more into communication and trust so transitions from “He’s the Guy!” to “Who’s He?” can be easier in the reality of change. If you are a business owner, or a Next Gen, tune in now to learn how to get started in the conversations around succession.
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Brad Franc is the creator of The Succession Solution and author of the best-selling book “The Succession Solution: The Strategic Guide to Business Transition”. Brad is a strategic business advisor who has directly led hundreds of clients through The Succession Solution and helped facilitate quarterly strategic meetings for over 30 years. He is a seasoned entrepreneur, best-selling author, attorney, and CPA (inactive) with proven abilities in business, succession and strategic planning.
Brad has formed four separate companies, two of which have been named nine separate times by INC Magazine as the fastest-growing companies in the United States.
Brad also practices in the Business Law and Estates and Trusts Groups as a Director at Houston Harbaugh P.C., Brad works extensively with closely-held businesses, business owners and affluent individuals, to strategically integrate business, estate, and charitable planning objectives.
In addition to his business ventures, Brad is a sought-after speaker and has been featured on Bloomberg television, Sirius Radio, Young Presidents Organization, and other local radio shows, television programs and podcasts. He has also been written about and published in Forbes, Fox News, U.S. News & World Report, and the United States Supreme Court.
Brad has sat on many boards throughout his successful career. He is the former chair of La Roche University Board of Trustees and is currently on the finance council of Regina Coeli Parish.
Download your copy of The Succession Solution at www.thesuccessionsolution.com.
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com.
The Human-Centric Legacy Perspective with Michaell Magrutsche by with Angelina Carleton
Are your legacy plans for 2023 written by others this year? Don’t worry, agency takes courage. Book your consultation for your Mid-Year Alignment to learn the steps to maintain accountability with yourself for your values and guiding principles to make your legacy a reality.
Regain personal agency of your legacy and finish the year with a plan! Just go to DesignUrLegacy.com to book your consultation.
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IF YOU'RE SERIOUS ABOUT PLANNING A LEGACY TO PRE-DESIGN YOUR FUTURE AND PROTECT THE BEST IN WHAT’S YET TO COME, LEGACY PLANNING © IS FOR YOU! BOOK NOW: DesignUrLegacy.com.
PRE-ORDER ANGELINA'S BOOK "DESIGN A LEGACY: 60 Days To Master Defining, Developing and Executing Your Personal Legacy and More”: AngelinaCarleton.com/shop
FIND AND FOLLOW US ON INSTAGRAM: Instagram.com/DesignUrLegacy
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
Are your legacy plans for 2023 written by others this year? Don’t worry, agency takes courage. Book your consultation for your Mid-Year Alignment to learn the steps to maintain accountability with yourself for your values and guiding principles to make your legacy a reality.
Regain personal agency of your legacy and finish the year with a plan! Just go to DesignUrLegacy.com to book your consultation.
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IF YOU'RE SERIOUS ABOUT PLANNING A LEGACY TO PRE-DESIGN YOUR FUTURE AND PROTECT THE BEST IN WHAT’S YET TO COME, LEGACY PLANNING © IS FOR YOU! BOOK NOW: DesignUrLegacy.com.
PRE-ORDER ANGELINA'S BOOK "DESIGN A LEGACY: 60 Days To Master Defining, Developing and Executing Your Personal Legacy and More”: AngelinaCarleton.com/shop
FIND AND FOLLOW US ON INSTAGRAM: Instagram.com/DesignUrLegacy
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
Where does one go to find inspiration and a reference point when the news of cancer arrives? Where might one start in ideas to create a more fulfilling present and future compare to spin out in fear? If you're like most entrepreneurs, there'll be internal conversations to realize your core values and boundaries to stop compromising. But there is also an opportunity to live into inspired action and create the impact you feel called to make while you are here.
In today’s conversation, Angelina Carleton speaks with Crista Grasso, serial entrepreneur and founder of the Lean Out Method. She also happens to be a cancer survivor! Crista speaks about appreciating one of her best life experiences, a week at Necker Island with Richard Branson, to dive deep into business. Listen in to find inspiration for possibilities that you can develop and execute on now - to no longer wait for permission to design a holistic legacy in your power of choice.
Learn more about Crista at www.leanoutmethod.com or https://apple.co/3qbLX0v
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IF YOU'RE SERIOUS ABOUT PLANNING A LEGACY TO PRE-DESIGN YOUR FUTURE AND PROTECT THE BEST IN WHAT’S YET TO COME, LEGACY PLANNING © IS FOR YOU! BOOK NOW: DesignUrLegacy.com.
PRE-ORDER ANGELINA'S BOOK "DESIGN A LEGACY: 60 Days To Master Defining, Developing and Executing Your Personal Legacy and More”: AngelinaCarleton.com/shop
FIND AND FOLLOW US ON INSTAGRAM: Instagram.com/DesignUrLegacy
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
Micah T. Dank was born in 1983 in New York (USA). From a young age he had wanted to be a writer, coming from a family of writers. His father was a producer and radio news editor at CBS News in Manhattan and his grandfather was a Producer at CBS News. He majored in English at SUNY Albany and transferred down to CUNY Hunter College in Manhattan to earn his bachelor’s degree in ‘Language Literature and Criticism’. It wasn’t until he moved to Boston for a new job that he became interested in all the esoteric sciences including the astrology and Astro theology prevalent through his 7-part book series.
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IF YOU'RE SERIOUS ABOUT PLANNING A LEGACY TO PRE-DESIGN YOUR FUTURE AND PROTECT THE BEST IN WHAT’S YET TO COME, LEGACY PLANNING © IS FOR YOU! BOOK NOW: DesignUrLegacy.com.
PRE-ORDER ANGELINA'S BOOK "DESIGN A LEGACY: 60 Days To Master Defining, Developing and Executing Your Personal Legacy and More”: AngelinaCarleton.com/shop
FIND AND FOLLOW US ON INSTAGRAM: Instagram.com/DesignUrLegacy
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
Undifferentiation is the blind spot to many businesses as well as holistic legacies, leading to no one knowing what your uniqueness is.
If your business or life legacy is going to stand the test of time, you must be willing to contribute in a way that matters and add value to other people’s lives. Unfortunately, many schools and upbringings do not encourage non-conformity in a way that is in service to others - to avoid the narcissism trap of “better and best”. When entrepreneurs don’t understand what it is that others want, even crave, they can’t create pre-designed experiences, or memories that matter, in knowing what others care about. But it doesn’t have to be this way!
In this podcast episode, Angelina Carleton speaks with Roy Osing about his 7th book as he shares what he’s learned after taking a Canadian startup (Teles) to $1 Billion - speaking into the insights not taught in academia! In this conversation, you’ll learn that both your business as well as your legacy require your creativity, curiosity and ability to shed the momentum of the day to think beyond the status quo, as well as becoming a gatherer of friends. When you understand there’s no formula to how people feel, you’ll finally write your “only statement” to see how you can serve others in a way that no one else does to make a profound impact. Tune in now to learn Roy’s strategy that simplifies human connection and make both your business and legacy memorable so you never are invisible!
Learn more about Roy at BeDifferentOrBeDead.com.
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IF YOU'RE SERIOUS ABOUT PLANNING A LEGACY TO PRE-DESIGN YOUR FUTURE AND PROTECT THE BEST IN WHAT’S YET TO COME, LEGACY PLANNING © IS FOR YOU! BOOK NOW: DesignUrLegacy.com.
PRE-ORDER ANGELINA'S BOOK "DESIGN A LEGACY: 60 Days To Master Defining, Developing and Executing Your Personal Legacy and More”: AngelinaCarleton.com/shop
FIND AND FOLLOW US ON INSTAGRAM: Instagram.com/DesignUrLegacy
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
Most people avoid resolving their fears and questioning their beliefs – but you don’t have to! This podcast will show you how to become intimate with your emotions so any past traumas do not have to burst your inner compass. You’ll get to hear how even small emotions are the captains of our lives. But what is trauma if not moments of too much stress on the body that cause disassociation?
Today you can find the courage to fully feel your emotions, the fire within your soul, so as to resolve any fears or anger … to make space to finally design your legacy based on your values. This week, Angelina Carleton speaks with Cedric Bertelli, Founder of the Emotional Health Institute and an Emotional Resolution Master Trainer. In this value-packed conversation, Cedric breaks down the steps to adapt and grow your self-awareness for your legacy’s resilience – so your lineage crossroads can be healed even with past generations and epigenetics. Tune in now!
Then learn more at cedricbertelli.com.
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IF YOU'RE SERIOUS ABOUT PLANNING A LEGACY TO PRE-DESIGN YOUR FUTURE AND PROTECT THE BEST IN WHAT’S YET TO COME, LEGACY PLANNING © IS FOR YOU! BOOK NOW: DesignUrLegacy.com.
PRE-ORDER ANGELINA'S BOOK "DESIGN A LEGACY: 60 Days To Master Defining, Developing and Executing Your Personal Legacy and More”: AngelinaCarleton.com/shop
FIND AND FOLLOW US ON INSTAGRAM: Instagram.com/DesignUrLegacy
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
David Lenok, Esq. is a New York attorney and Senior Editor to Wealthmanagement.com. He has an interest in trusts and estates and is also the podcast host to "The Celebrity Estates" Wills of the Rich and Famous", formerly known as the Dead Celebrity podcast. Mr. Lenok has also worked as the Associate Legal Editor for Trusts and Estates Magazine. David is a graduate of the Fordham University School of Law as well as Columbia University.
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
Ever experience a day where you felt fully attached to your life as the author, and not just a reporter? It felt like you were aligned with your values in who you were meant to serve. But then there are other times when you got in your own way that you didn’t know your contribution to even be able to dream big. What’s the distinction? Your ability to find inspiration through honest conversations. Without connection, curiosity and compassion, your confidence can crash, you can hide parts of yourself, and your legacy won’t get designed.
In this week’s “Design Your Legacy” conversation, Angelina Carleton speaks with Tony Martignetti, leadership coach and author of the book "Climbing the Right Mountain: Navigating the Journey to An Inspired Life". Tony shares how even writing down your legacy vision puts you on the trajectory of what you want to create… as he intentionally designs moments of connection from the present to the last day of his life. Listen to Tony’s courageous journey of transcending from suffering to turning on more of the light inside of himself so he can turn on more of the light within you – in your business and in your holistic legacy.
To live into your bigger possibilities, visit Tony's website at https://www.inspiredpurposecoach.com.
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About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
Life force energy is like oxygen for your survival and legacy. Whether you’re interacting with your physical, professional or social environment, life force energy is needed so as to have a clear mind when designing a holistic legacy. But what exactly is life force energy, is it a part of orgonite? And is there any way it can restore your environment and health, especially if you are sensitive to EMF?
In this week’s episode, Angelina Carleton speaks with Sharon Daphne and Gabriel Lazar, researchers, authors and orgonomists. They share their insights about how orgonite can create a field of protection, why orgone energy is effective and how tragedy can drive us to evolve. Tune in now to learn how orgonite can help you and how its influenced the holistic legacies of Sharon and Gabriel in their mission and values. (This episode is intended for entertainment purposes and not to be construed as legal or medical advice).
Learn more at www.thechembow.com and https://rumble.com/user/TheHumanFrequency.
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We are surrounded by energy fields that affect the way we live, work, and feel. One of the most fascinating types of energy is orgone energy, first discovered by Dr. Wilhelm Reich, an Austrian psychoanalyst, and researcher. Orgone energy is a subtle life force that permeates the universe. It's the energy that makes plants grow, and the air smell fresh after a thunderstorm.
Today, people still use orgone energy devices to improve their health and well-being. Some use orgone pyramids for meditation, stress relief, and mood enhancement. Others use orgone pendants or bracelets for protection against electromagnetic radiation from electronic devices.
But how does orgone energy work? According to Dr. Reich, orgone energy is attracted to organic matter, such as plants, animals, and humans, but can also be found in minerals and metals. When orgone energy flows freely, it creates a balance between the positive and negative charges in our environment, promoting health and vitality.
About Legacy Planning(c): There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
It’s no shock that scaling is today’s secret in the entrepreneurial marketplace. Digital products, journals, planners … even online courses as your website’s “lead magnet” have become a new standard and changed what we expect from small businesses, family businesses as well as the luxury experience. The truth is, scaling successfully means new capacities and a willingness to make hard choices even in the FOMO (Fear of Missing Out).
In this week’s episode, Angelina Carleton speaks with Crista Grasso, an international lean and agile business consultant to Fortune 50 multi-billion-dollar businesses, strategic advisor to 6 - 8 figure small businesses, and creator of the Lean Out Method®, 90- Day Lean Out Planner, and the Lean Business Scaling SystemTM. Crista shares the biggest mistakes entrepreneurs make between the $500K and $5M range when scaling! You’ll learn how to incorporate lean strategic planning into your best practices and how your team can achieve more by doing less! Tune in now to gain valuable insights in how you too can embrace the 4 pillars of Crista’s Lean Out Method so your business “and legacy” can be lean, luxe and leveraged in the key asset of your time.
Scale your business “simply and sustainably” at www.leanoutmethod.com.
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There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.
Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.
Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.
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RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
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If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
How do you break from the golden handcuffs of a job that serves another’s legacy vision compared to your own? After going through a “dark decade” to experience what it is to live a devasting life, Spencer was able to process multiple life and business lessons to both become a full-time real estate investor and help other busy professional invest passively. With his newfound financial independence, Spencer now travels internationally and designs his lifestyle while teaching his next generation a holistic education based on principles and financial humility.What will be in his "legacy" hard cover coffee table one day? Perhaps embarrassing stories filled with his biggest insights, pairing vulnerability with final results on key topics such as overcoming fears, delving past your comfort zone, and the value of contrarian thinking as a blueprint or playbook for the NextGen. Learn more about Spencer at www.madisoninvesting.com. -Spencer Hilligoss is the CEO of Madison Investing - a real estate investment club with bespoke, curated real estate deals. Spencer founded Madison Investing with a singular mission: to help busy, successful professionals invest passively, secure their most valuable asset of all: Time. By partnering with in-market, vetted operators, Madison Investing has $2.3B in acquisitions, with over 20,000 units. Investors now have access to cash-flowing private real estate syndications and funds, allowing them to enjoy passive returns as these businesses thrive. Before starting Madison Investing, Spencer was what some consider a “corporate junkie”, growing operations and sales teams in 5 high growth Fintech companies, over the span of 13 years. In 2019, five months before the pandemic, Spencer broke free from the golden handcuffs to give full focus on serving his investment group and growing Madison Investing. Now, as a full-time investor and entrepreneur, he can spend more time with his family and honing his skills on the electric guitar. He is a registered member of FINRA and a member of the Forbes 2022 Real Estate Council.-There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
If you have ever experienced collateral damage from a narcissist, your soul could be left in fragments. But understanding the remedies as well as this type of personality is key to not just the survive in hopes of one day designing a legacy … but thriving for your full legacy vision in divine will. When you don’t heal from narcissistic abuse, understand quantum time lines, or know thy enemy, you can stay trapped in a cycle for years in the frequency and vibration a narcissist can inflect into your reality. In this week’s episode, Angelina Carleton continues her “Legacy Conversation” series with Melanie Tonia Evans, author, speaker and global coach empowering people with quantum tools to turn their narcissistic nightmare into the best catalyst for their personal development. Angelina and Melanie reflect on false idols, false selves, Stockholm syndrome, ‘always trying to find home’, and separation consciousness. Imagine what could be possible for your legacy’s design, never mind its development and execution once you finally are led by Source compared to vampiric narcissists. Tune in to reclaim your life and legacy! Learn more about Melanie at www.melanietoniaevans.com. -Melanie Tonia Evans is a global narcissistic abuse recovery expert, creator of the Quanta Freedom Healing Method™ and the Narcissistic Abuse Recovery Program (NARP). Melanie’s leading-edge healing method has helped thousands of people make astounding recoveries from trauma. Her work has touched over 15 million people from over 150 countries, revolutionizing the survivor model to one of Thriver status. Author of You Can Thrive After Narcissistic Abuse - The #1 System for Recovering from Toxic Relationships, an Amazon best seller, and has been translated into multiple languages. In 2019, she won the Personality of the Year Award from Kindred Spirit.-There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
Life is short. But understanding yourself to engage with life in a way that supports your dreams is a key part of your legacy’s holistic design. When you realize the power of unconditional love in your family and structure your business to address clear market voids, both the business and the family win. But before Mike could survive and thrive, he had to step up in leadership after the passing of his father and think outside of the box to address housing affordability in the USA. As a result, he has developed systems in place and is now inviting members of the public to invest with his company for up to 8.5% interest rate returns. In this week’s legacy conversation, Angelina Carleton speaks with Mike Kaeding, CEO of Norhart, as he addresses the growth of his company and inspires his teams to make a wider contribution. Angelina and Mike discuss his legacy vision of “to make a meaningful impact” as well as his values of connection, relationship and shared experiences. Having been raised in a family business, Mike learned how to run small teams and lay bricks during his summer vacations. Tune in for a deep dive into thought-provoking questions and discover how any NextGen family member can develop themselves after the loss of their parent. You can invest with Mike's company at www.norhart.com/invest. -Mike Kaeding is the Chief Executive Officer of Norhart: A visionary whose optics are set on accelerated growth best describes Mike. He is on a mission to dominate the multifamily industry by delivering the best construction cost-to-value in the industry! Thinking outside the box, analyzing data, and innovative ideas are what Mike is all about.The Norhart Vision: Their "Prime Directive" is to build exceptional apartments that create a better way for people to live. They are hyper-focused on creating a best-in-class customer experience for their residents.Norhart's Vision and Roadmap: Their 10-year roadmap simply is to be the largest smart apartment developer in the Greater Minneapolis/St. Paul area with a focus on lifestyle living, building community, and giving back.-There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
Most entrepreneurs don’t know about trusts, and if they do, it's with very limited knowledge. But if you want design generational wealth so your grandchildren will thank you, you need to set aside time to learn about a variety of trusts to implement them correctly and set it up right from the start. Whether you inherit wealth or are one of the 2/3’s of today’s affluent that are self-made, do you know what makes for a great trustee, indenture or general manager? If you’re not careful, you could end up from rags to riches and back to rags again – wasting both time and energy in the development of your holistic legacy planning.In this week’s episode, Angelina Carleton speaks with paralegal Howard Hinman about the differences between statutory and common law, private trusts. You’ll learn how to determine which trust officer should take on a leadership role, why three trustees are better than two, and why EQ is still more important than IQ, even in the business of trusts. If you’re tired of being left out of the conversations of how to structure real generational wealth, this introductory episode is for you!-The subject of Trusts is complex and mysterious. An ancient system used to pass wealth has gone through a metamorphosis that only time can produce. Despite this, though, the basics of setting up assets for Beneficiaries remains. Keeping this one thought in mind, the variety of ways to do this becomes simpler, and the complexity drops away. Charles Arthur Enterprises realized that some of even the rudimentary legal jargon is initially confusing.In reality, the average person with a high school education can understand the basic concept of a Trust. Within this knowledge is the art of wealth build-up and management–a subject that everyone should know, at least at a working level.Those matters considered technical, or that seem more suitable for professionals, appear in Volume II where we have included court cases and the more intricate details of Trust structuring. Other matters, some controversial, are in the Appendices. So, even if you feel inadequate to the task of sorting out wealth and inheritance, feel free to charge right in. They wrote this book for you. Learn more at https://passingbucks.com/main/why-are-we-doing-this/.-There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
Have you ever wanted to convert your raw ideas into million-dollar plans? If so, you might be curious how you go about the process and how you can craft your ideas to see results. One thing is for sure: before you can create a fully developed concept, there needs to be clarity around both understanding market demand and building your business case. But how do you know precisely what investors need to hear and see from you to capture their attention and ensure project success?In today’s episode, Angelina Carleton speaks with Lee Stone, CEO and Partner of "Haus of Stein", a property development firm with services to increase project revenue, invite capital to the table, negotiate entitlements, and create desirable assets for the market. His high profile clients have included Monte Mayor (golf), David Lloyd Clubs (fitness), and Roberto Cavalli (luxury retail). What are the four key areas Lee considers when crafting his development projects? Tune in now to learn how you can convert your raw ideas into a reality for your holistic, long term legacy! Reach out to Lee for your next steps at HausofStein.com.-After a storied career designing high-end residential projects, in 2011 Lee diversified into commercial and hospitality markets. He went on to perform works on large commercial, hospitality, marina and retail masterplanned schemes. Haus of Stein now encapsulates a full service range, crafting projects at their genesis, feasibility, branding, funding, and execution of the site. Lee continues to accept private design commissions on a case-by-case basis. Inquiries: studio@hausofstein.com.-There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-RETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to www.DesignUrLegacy.com today!
If you own a life insurance policy that is no longer needed or wanted but aren’t sure of your choices, you’re not alone. More than half of all owners of a policy have no idea they could sell it which explains why each year, more than $112B in life insurance, in face value, either lapses or is surrendered by individuals. That $112 billion with a B! But what if with a little knowledge you could sell it and make a profit. If you don’t need your life insurance policy, potentially selling it for some serious cash can really feather your nest during your retirement years. -David’s inspiration and zest for life have been shaped by a lifetime of international adventures. To date, he has traveled to more than 75 countries on six continents.David is the Founder and President of Rosell Wealth Management, an entrepreneurial firm located in Bend, Oregon. For more than 20 years, he has specialized in working with affluent individuals and families who are at or near retirement, helping them live the life they have always imagined.As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. As a public speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable and Vistage Worldwide. David is the host of the podcast Recession-Proof Your Retirement and author of two other entertaining books that meld his passions for adventure and finance: Failure is NOT an Option: Creating Certainty in the Uncertainty of Retirement and Keep Climbing: A Millennial's Guide to Financial Planning. He has been featured on CNN Money, NBC News, Fox Business, MSN Money, and NPR, and in the Chicago Tribune, U.S. News & World Report, The New York Daily News, and Yahoo Finance.His life is Bend, Oregon and Jackson, Wyoming is inspired by this two children, who are becoming seasoned travelers themselves. David was the first Oregon wealth manager to offer life settlement.-There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to DesignUrLegacy.com today!Every week on the “Design Your Legacy” podcast, we help you discover what’s missing in your holistic legacy then offer you insights on how to remedy it.
In the Star Wars series by George Lucas, Anakin Skywalker started out as a slave who later became a powerful jedi going from light to dark - becoming Darth Vader. But that was Hollywood, and this is real life … as Anneke Lucas found herself in a slavery situation to experience the dark forces firsthand. Many people do not prevail in life and death situations, nor chose to transform in healing work thereafter to move from tragedy to legacy. For some, therapy is one remedy while others, find answers through the Christ consciousness. Even if you have been away from God for so long, his grace can still be upon you as God has touched people in the darkest of moments. Christ, or Jesus, is known as the light of this world for anyone who feels hopeless, in despair, unloved, abandoned or that nobody cares. People can come out of darkness to change their lives and Anneke’s real-life story shows everyone there is hope as well as a chance to heal. Perhaps this podcast episode will give you inspiration to dream and hope to live again into your values - thus designing your legacy. Anneke committed to grow from that of a victim to one of a hero and now, a guide. Angelina Carleton speaks with Anneke Lucas about self-love and releasing the trauma, guilt and shame that was imposed - not hers to begin in. May her story of personal agency inspire your holistic legacy even if designing an legacy feels out of reach today.-There is a white space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy plan.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to DesignUrLegacy.com today!Every week on the “Design Your Legacy” podcast, we help you discover what’s missing in your holistic legacy then offer you insights on how to remedy it.
We will all leave behind a legacy ... it may be historic, to influence millions of lives for many generations, or it may never extend past holidays around a fireplace in conversation with family. In either scenario, you will leave a mark. In a world of short, explosive news cycles and infinite data, it can be challenging to intentionally design your holistic legacy based on your values and guiding principle(s). What can you do, while you are here, to impact what happens after you are gone?In this week's podcast episode, Angelina Carleton is interviewed by her friend Jason Skeesick. Jason is a serial entrepreneur on a mission to build a community of entrepreneurs who don't see their reflection in day-to-day life. Jason sits down with Angelina, to ask her about her legacy vision, where you can start with your legacy design and holding space for other's personal development in doing the inner work. How do you want to live in such a way that you pass on the best of you? What are you creating to leave as a legacy, such as specific memories or pre-designed experiences that honor your values?-There is a white space between financial planning and estate law where a coach can expand the conversation to design your holistic legacy plan.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to DesignUrLegacy.com today!Every week on the “Design Your Legacy” podcast, we help you discover what’s missing in your holistic legacy then offer you insights on how to remedy it.
Attention family business members, would you like to design a legacy that continues more than three generations? Well, we have great news for you! A third-generation family business member is our guest this week and this episode is jam-packed with insights from “patient capital” to why we need to have those expectation setting conversations early, to not suffer the consequences of unmet wishes in what taxes family business members. This week, Angelina Carleton speaks with Rodrigo Himiob. This podcast episode explores ‘why is there an “underfocus” on the mentality’ to ‘what’s good about designing shared (common) goals in the desire to develop a legacy together’? Don’t wait to have your deep and frequent conversations to be able to “talk about anything” so you can expand your legacy focus compared to building separate, rival sandboxes. We can’t wait to see how you move your 5 to a 7!Learn more about Rodrigo at Generation6.com. -Mr. Himiob is a member of a third-generation family business with operations in the Caribbean and Venezuela. Upon completing his M.S. in Engineering and B.S. in Ocean Engineering at Florida Atlantic University in 2007, Rodrigo joined Deepwater Corrosion Services, a family company in Houston, Texas, USA. In 2010, he joined Houston based, Mustang Engineering (A subsidiary of Wood, PLC – a family firm headquartered in Aberdeen, Scotland). In 2017, Rodrigo served as Vice President of Operations & COO of Houston Anodes International (a family firm based in Houston, Texas, USA). In this role, Rodrigo expanded production output, improved efficiency, and increased client satisfaction. In 2018, he moved on to TRC Solutions, where he formalized the method by which new and existing employees, within his department, are groomed to take on new roles and responsibilities while helping them find career paths that lead to success. Rodrigo brings leadership and upper management experience from his time with family enterprises, companies, and volunteer organizations. He enjoys and has strengths around supporting groups to develop their cohesion, their strong learning orientation as well as their openness to feedback.---There is a white space between financial planning and estate law where a coach can expand the conversation to design your holistic legacy plan.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to DesignUrLegacy.com today!Every week on the “Design Your Legacy” podcast, we help you discover what’s missing in your holistic legacy then offer you insights on how to remedy it.
Your wealth is growing, and you don’t have the staff on hand to manage all the moving parts. When there are asset taxes, regulatory risks, and your reputation at stake, this could unravel your whole legacy vision for generations to come – including managing relationships with various family members. How can you set up your family office so as to manage your legacy and wealth the same way you manage your business? In this week’s episode, Angelina Carleton speaks with Peter Brock, founder of BeeWyzer.com. Peter shares eight key areas of how your modern family office structure can preserve and organize your legacy, to keep day to day operations on track for continuity and momentum. Listen in to learn how managing principle/agent conflict, negotiating fees, and organizational management will help your future and family weather any economic storms on the horizon. Learn more about Peter at Beewyzer.com.-Since 2000, Mr. Brock has acted as the Investment Director in "impact investing" for the family office known as "4L Vision GmbH". In addition, in 2018, Peter serves as Chairman of the Investment Committee for a large Swiss single-family office. And third, Mr. Brock is the co-founder of "Bundes Initiative Impact Investing", the federal German initiative for impact investing domiciled in Berlin, Germany where he leads the working group "Family Offices". Fourth, he is the Managing Director of the Impact Investing Magazine www.impactinvestings.de.. Prior to 2018, Mr. Brock was the Executive Director and Leader in Family Office Services in the EMEIA and GSA at Ernst & Young ("EY") based in Dusseldorf, Germany. Over six (6) years, Peter created and expanded the global and multi-disciplinary service offering for Family Office Services at EY. And in the past 25 years, he worked in investment banking / SME Corporate Finance and in Private Banking at such companies at Deloitte, the WestLB-Group in London, HSBC Tinkaus, Sal. Oppenheim and IMAP M & A Consultants. -There is a white space between financial planning and estate law where a coach can expand the conversation to design your holistic legacy plan.Our Story:We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.Our Mission Statement:Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to DesignUrLegacy.com today!Every week on the “Design Your Legacy” podcast, we help you discover what’s missing in your holistic legacy then offer you insights on how to remedy it.
Most of us have no idea about natal star charts in how they could help design a legacy. We’ve only relied on traditional methods, and as a result, we can find ourselves bewildered by fate. But what if you considered astrology just as interior designers consider feng shui? This podcast episode will help you do just that! In this “legacy conversation”, Angelina Carleton speaks with astrologist Barbara Alexander as she provides real life examples of how the planets, as well as their relationship with one another, influences human lives. What if astrology allows you to come back to yourself in the context of your holistic legacy? Just tune in as we unpack some of the terminology in what you need to know to design a fulfilling legacy no matter the transformative years!If you are ready to stop leaving your holistic legacy up to fate and rediscover your purpose and heal your wounds, this podcast will open up a new perspective for you. Just listen in to learn how there could be divine orchestration, in the form of a blueprint, to help guide anyone through breaking patterns. What if your legacy’s luck is written in the stars?-A graduate of Fordham University, Barbara Alexander worked as a corporate executive for both IBM as well as on Madison Avenue in the specialty of sales and marketing. But after 30 years, the titles and recognition weren't enough when she realized her personal values were different than that of corporate America. She then transitioned from her role as an employee, within large organizations, to that of a small business owner as she now provides coaching services specific to client's astrological charts.-At Legacy Planning(c), we help you design your legacy so your life is complete.Our Story:I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.Our Mission Statement:Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comSUBMIT FOR YOUR CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/PodcastRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com#legacy #legacyplanning #holisticlegacy-If you need help planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - you can retain a Legacy Planning© advisor at DesignUrLegacy.com. We leverage the Co-Active coaching model, one of the best in the world, to help you figure out exactly how you would like to define, develop and execute your unique legacy plan. Just go to DesignUrLegacy.com today! Every week on the “Design Your Legacy” podcast, we help you discover what’s missing in your holistic legacy then offer you insights on how to remedy it.
No matter your country, the divorce rate(s) as well as the lack of preparation with the next gen is not ideal when we look at the numbers. Are you compromising your social relationships and human capital?This week, Angelina Carleton speaks with author Aaron Shelley, MBA as they take a deep dive into how you can build strong columns to support your legacy through social connection and human resources – compared to neglecting the investment into friendships, community and your mental health. We talk about partnership skills and his book, The Family Flywheel, to coach you through how to merge the best practices of the business world with that of your family unit at home. Just as companies invest in all aspects of their business, it’s time to write or update your family’s holistic legacy plans starting with the shared mission and vision statements. With balance and alignment, your family’s culture can design a great legacy! Purchase his book, The Family FlyWheel, at https://bit.ly/aaronshelley.-Aaron Shelley was trained as a mechanical engineer with an MBA from Brigham Young University (USA). Over the course of his career, Mr. Shelley has worked with both small businesses and startups, where he developed a unique system's perspective on marketing, operations, customer support, sales and product development. His work in the academic and business worlds then led him to understand how related our family dynamics are to the merging of the two cultures and models. His book, "The Family Flywheel", presents a proven process for building an unshakable foundation in your life for your holistic legacy. By combining three elements—strategy, structure and culture—you can learn how to preserve your human, social and financial capital and develop the best of your family still to come.-At Legacy Planning(c), we help you design your legacy so your life is complete.Our Story:I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.Our Mission Statement:Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comSUBMIT FOR YOUR CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/PodcastRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
Bradley Clark is one of only 2% of advisors holding both the CFP® (Certified Financial Planner) and the RICP® (Retirement Income Certified Professional) designations. He served as Publisher of The Motley Fool, where he helped millions make better financial decisions. Bradley founded and leads Clark Asset Management, a flat fee wealth management firm specializing in retirement income planning. Mr. Clark holds his BA from Harvard University and an MBA from Stanford University, where he studied Portfolio Theory with Nobel Laureate Bill Sharpe.-At Legacy Planning(c), we help you design your legacy so your life is complete.Our Story:I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.Our Mission Statement:Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comSUBMIT FOR YOUR CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/PodcastRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com#legacy #legacyplanning #wealthmanagement
Are you in an entrepreneurial family where the subject of your legacy isn’t talked about enough, with consideration as well as education? You’re not alone. Starting new conversations can bring up generational issues, conflicting demands, role confusion as well as succession risks. This can get even worse when problems seem big, historic or psychological and you wonder how to transform passions of resentment into passions of a shared vision. If this sounds like your family business, get your cup of tea and get ready for some independent advice and holistic conversation from a seasoned guide who understands the importance of governance. In today’s podcast episode, Angelina Carleton speaks with Peter Brock about best practices, policies and principles when managing corporate, family and wealth governance for your investment statement. Listen in to learn what Peter has to share about the three possible journeys any family member can take in their individual reflection! Sign up for Peter’s Master Class to receive your education of holistic legacy structuring across generation with his 5 pillars of wealth at www.beewyzer.com. -Recently elected as one of the global top 40 family office service consultants by Family Capital. Peter Brock led the EY (Ernst & Young) Family Office Services practice in EMEIA (Europe, Middle East, India, Africa), where he focused on the areas of family office set up and structuring, family governance, holistic wealth management and transfer to the next generation of accounts reaching up to 5 billion US$. Mr. Brock draws a wide spectrum of experience from his previous posts both in corporate finance at HSBC Trinkaus as well as private banking at Sal. Oppenheim.Peter is also an expert in entrepreneurial direct investments from evaluation to transaction execution. This unique combination has made Peter the go-to person for small and mid-cap business owners, looking for advice in matters of wealth and succession planning including M&A transactions. He is currently involved in founding the Federal Initiative for Impact Investing in Germany. Other stations in his career include: Deloitte and WestLB in London and IMAP M&A Consultants. ----At Legacy Planning(c), we help you design your legacy so your life is complete.Our Story:I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.Our Mission Statement:Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comSUBMIT FOR YOUR CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/PodcastRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com#legacy #legacyplanning #familygovernance
Each of us are trying to find our place in this world. Sometimes we need an advocate in our corner that can coach us through the skills we need to know. Yet on our path to designing a legacy, we often miss a few fundamental lessons both for our business and personal life. But fear not, these skills can be learned and not be just someone else’s expertise! When we think of founders and brands who do it right, such as Porsche or Apple, it is the entrepreneurs behind the company who know how to manifest their ideas into results … the good news is you too can learn these skills and it does not have to be a secret to know what works and how to make it easier on yourself in a holistic approach!In today’s episode, Angelina Carleton speaks with author Alex Brueckmann as he walks you through 3 hard skills and 1 soft skill worth knowing, or revisiting, if you are building a legacy brand. Sometimes, entrepreneurs can’t see their blind spots or they can find themselves isolated by what they don't know. If your legacy, starting with your business legacy is something you care about, listen in now to learn what it takes to confidently thrive in today’s marketplace and design a fulfilling life.Alex's book can be found on Amazon at https://bit.ly/breuckmann.-------------At Legacy Planning(c), we help you design your legacy so your life is complete.Our Story:I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.Our Mission Statement:Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comSUBMIT FOR YOUR CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/PodcastRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com#legacy #legacyplanning #designurlegacy
Ever call the phone company when your name isn’t on the account and the cell carrier won’t speak to you (on behalf of a family member)? All of us are going to face the train that is metaphorically coming for us at the end of our lives - when we fail to plan, our legacy may inadvertently be a bad one of contested legal processes compared to the picnics, holidays and better memories it deserves. While planning for your final days may not be a comfortable conversation, you’ll sleep like a baby afterwards if you don’t have to worry about this one thing.In today’s podcast, Angelina Carleton speaks with John K. Ross, Esq., an elder law attorney. Mr. Ross shares the five biggest mistakes he and his business partner have seen in the past three decades. Listen in to learn how the “financial power of attorney” document is more important than the will, the price of bad advice and why the failure to plan can be a few of the biggest mistakes in your legacy's planning. Prepare today so your legacy can be preserved and your future protected. Learn more about John at rossandshoalmire.com.-Raised in South Texas, John Ross graduated from San Marcos High School. He followed that with four years as a United States Marine, serving as an infantry squad leader with First Battalion Seventh Marines. Immediately after, John attended Texas State University and completed a Bachelors in Business Administration with a major in Accounting. From undergraduate, John went to Texas Tech Law School where he again graduated with honors.Since graduating from law school, John has had a distinguished legal career handling sophisticated matters for a wide range of clients. The below list include some of the ways he has assisted his clients in Texas and Arkansas:Designed estate planning and asset protection devices for high net-worth clients, including family limited partnerships, tax planned wills, and various trust agreements. Successfully handled multi-million dollar contested probate matters while maintaining cordial relations among the family members. Assisted countless families by helping them protect their life savings from nursing home costs. Developed plans for disabled individuals, including special needs trusts, to maximize their quality of life and preserve needs resources.Court Admissions:Texas – all state courtsArkansas – all state courtsUnited States Tax CourtProfessional Associations and Memberships:Current Member of National Academy of Elder Law AttorneysJudge Advocate for the American LegionNAELA memberMr. Ross has published articles on Elder Law and has been featured on radio, television and national publications like the Wall Street Journal, and Forbes Magazine. He has received many awards including Texarkana's Top Lawyer in Trusts & Assets from ALT Magazine in 2019, and Best Elder Law Firm from ALT Magazine in 2020.-At Legacy Planning(c), we help you design your legacy so your life is complete.Our Story:I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.Our Mission Statement:Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comRETAIN A LEGACY PLANNING© ADVISOR TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com
What if you could look back on your life today with introspection, courage and bravery to imagine how your obituary would read? Would it highlight your strides in the humanities, arts, sciences to be forever branded … or to be forever lost? When immortality is to be earned, where do you begin? For many of us, we may think our children will be our legacy but for those who don’t have kids, what else are you here to do? Or to become in your individual evolution? If you’re ready to design a legacy, where even buying into a sports team could be a reality like hip hop icon Jay Z's assets, this episode is for you. In today’s legacy conversation, Angelina Carleton speaks with Salvatore Buscemi about how entrepreneurship is self-development in disguise, how you can build status through investments, and how the jockeys matter more than the horse. When you can leverage your intellectual influence and reputation to serve on boards, your options open up beyond common stocks, meme stocks and instant gratification. Listen in to start transforming your mindset to design your most exciting legacy in alignment with your values, avatar and relationships!Learn more by visiting investinglegacy.com/gift.-Salvatore M. Buscemi is the CEO and co-founder of Dandrew Partners, a private family investment office, and has managed money successfully for almost 20 years through the creation of multiple portfolios into various cross-asset platforms. This includes Dandrew Partners Encore Ventures, The Dandrew Partners Fine Art Enhanced Income Credit Fund, and various commercial real estate and special situation direct investment allocations.In 2008, Mr. Buscemi also has launched two separate successful distressed credit platforms backed by a $2 billion NYC-based asset manager and a $1 billion commercial real estate investment manager.-Then, go to DesignUrLegacy.com to receive all the insights you need to define, develop and execute your legacy no matter the business landscape. Receive the framework and guidance you need to clarify your next steps in building out the foundational thought capital today to truly design a legacy you will be proud of. PRE-ORDER THE NEW BOOK “DESIGN YOUR LEGACY”: DesignUrLegacy.comSUBMIT FOR YOUR CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/PodcastPARTNER WITH YOUR LEGACY PLANNING ADVISOR FOR 6 OR 12 MONTHS: DesignUrLegacy.com
If you feel like today’s architecture is a "copy and paste" exercise based in limited choices, you’re not alone. Most residential and commercial buyers have a hard time imagining what could be for a site, in the integration of the trees and stonework or how light can have an emotional influence in the experience of a space… in how it speaks to you. But if you settle for mediocre design, when you could open your mind to more than what you may have been exposed to, it can have an effect on your feeling of community, connection or self-reliance. In this week’s podcast, Angelina Carleton speaks with Lee Stone of the Haus of Stein about Frank Lloyd Wright, naval architecture (yachts and boating) and his inspiration in how he designs and crafts luxury and bespoke projects. Instead of viewing your project within the confines of commercialism, Lee recommends noticing the polarity of light and shadow within spaces, how the color from trees and the site can bring a structure to life and how we don’t have to live within cookie cutter formulas. Listen in as Lee offers a mini “master class” in architecture to help you see what can be possible through imagination as well as his thoughts on his own personal legacy.Learn more about Mr. Stone's work at hausofstein.com or bit.ly/3CHUz1J.-About Hausofstein: Hausofstein provides turnkey prime real estate development solutions. They perform a broad array of services to support investors, developers, property owners, and consultants. We target distressed and under performing assets and allocate executional services to create desirable, high quality investments with strong returns. Hausofstein maintains close working relationships with a global network of specialist investors to realize its projects and professional third party service providers to execute projects to the highest quality. Hausofstein is a brand name operating under the trading entity 'JLDS Development Limited'.-Then, go to DesignUrLegacy.com to receive all the insights you need to define, develop and execute your legacy no matter the business landscape. Receive the framework and guidance you need to clarify your next steps in building out the foundational thought capital today to truly design a legacy you will be proud of. PRE-ORDER THE NEW BOOK “DESIGN YOUR LEGACY”: DesignUrLegacy.comSUBMIT FOR YOUR CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/PodcastPARTNER WITH YOUR LEGACY PLANNING ADVISOR FOR 6 OR 12 MONTHS: DesignUrLegacy.com
Are you unsatisfied with your job, been let go of or are not making it as a solo business owner? If so, thriving in today’s business landscape demands you think outside the box in protecting and designing your legacy...whether you are expanding or having to pivot for survival. If you find yourself without the support and brand equity you need behind you, there are only two choices: you either have to keep going at it alone, in creating your business success from scratch, or meet with a franchise consultant to get matched with an ideal franchise. But how can you find the right option when there are 3,500 franchises? In today’s legacy podcast, Angelina Carleton interviews Marty Greenbaum to speak into how to mitigate the risks and figure out the right due diligence. You’ll learn which franchise is best for you based on Marty’s experience in reviewing metrics, the right training, and best practices. When you explore the franchise model, you will realize there are a multitude of avenues available. Listen in now to learn how to leverage franchising for you and the planning of your holistic legacy!Learn more about Mr. Greenbaum at smartfranchiseinvesting.com.-Go to DesignUrLegacy.com to then get all the insights you need to protect and preserve your legacy no matter the business landscape. Get the framework and guidance you need to clarify your next steps around your options to truly move your legacy planning forward.PRE-ORDER THE NEW BOOK “DESIGN YOUR LEGACY”: DesignUrLegacy.comSUBMIT FOR YOUR CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/PodcastPARTNER WITH YOUR LEGACY PLANNING ADVISOR FOR 6 OR 12 MONTHS: DesignUrLegacy.com--Marty Greenbaum comes from a family business known as PostNet, a competitor to FedEx and UPS. The patriarchs in his family were in printing and shipping. In 2004, he launched Greenbaum Marketing, a highly creative and innovative marketing firm, with a focus on consumer marketing, franchise development, brand positioning, and dominance on the web. Over the span of 15 years, he assisted many of the most respected franchise brands to expand market share, build unit revenues, and recruit new franchise owners through tactical franchise development strategies.Mr. Greenbaum has had the honor of working with over 120 franchise brands to include: Great Clips, Ben & Jerry’s, Smoothie King, Meineke, MAACO, Fast Signs, REMAX, Famous Dave’s BBQ, Jakes Wayback Burgers, ARCO AmPm, Oxi Fresh Carpet Cleaning, Service Master Clean, BrightStar Care, Link Staffing, ZIPS Dry Cleaning, HERTZ, Ben & Jerry’s, CruiseOne / Dream Vacations, Batteries + Bulbs, AAMCO, CMIT Solutions, Sport Clips, and more.Marty has earned the distinction as a Certified Franchise Executive (CFE) from the International Franchise Association and continues to be a passionate advocate for franchising. He has represented the franchise industry on Capitol Hill through the International Franchise Associations (IFA) public affairs initiatives, speaking with members of the House of Representatives and Senate on key issues facing the industry.
No one wants to design a legacy alone– without the support of family and/or those persons closest to them - and no one wants to stay locked into the confusion caused by emotionally immature parents or people (“EIP’s”)! Yet so many adult children of emotionally immature parents are internalizers or externalizers. If you feel like you are left alone to sort your problems all by yourself, you could spend the rest of your life wandering in emotional turmoil and never design your legacy. In today’s legacy planning conversation, Angelina Carleton speaks with best-selling author Dr. Lindsay Gibson about the 5 hallmarks of emotionally immature people as well as the 4 types of emotionally immature parents. If you have a desire to design a holistic legacy and are just not finding the support from those closest to you, perhaps you are an “internalizer” and this podcast episode will provide you new insights for your true self’s development to finally experience a breakthrough! Listen in to learn what’s accurate in information so you can make the best distinctions in order to finally design your holistic legacy!Learn more about best-selling author Dr. Gibson at www.drlindsaygibson.com.-PRE-ORDER THE NEW BOOK "HOW TO DESIGN YOUR LEGACY": DesignUrLegacy.comSUBMIT FOR YOUR CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/PodcastRETAIN A LEGACY PLANNING© CONSULTANT TO HELP YOU DESIGN YOUR LEGACY: DesignUrLegacy.com-At Legacy Planning(c), we help you design your legacy so your life is complete.Our Story:I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.Our Mission Statement:Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.#legacy #legacyplanning #designurlegacy- With the recent publication of Dr. Gibson's latest book, Adult Children of Emotionally Immature Parents, Lindsay has answered a question that has intrigued her for years: why do so many psychotherapy clients seem so much more together and self-aware than their family members? In other words, why are the least problematic people the ones seeking treatment? Realizing that many of her client's family members were highly emotionally immature, she set out to explore and explain their destructive interactions in a way that could free people to live their own best lives without being worn out by these draining personalities. By understanding our loved ones’ emotional immaturity, we can regain our trust in ourselves and get free from the destructive and confusing effects of early programming from childhood. In Dr. Gibson's previous book, Who You Were Meant To Be, she focused on how people can reconnect with their true self and sense of purpose. Lindsay has devoted her professional life to helping people learn how to rely on their own emotional guidance, strengthen their self-awareness, and increase their energy for full living.
Legacy - It's a Journey, Mission and Lessons with Kevin Palmieri by with Angelina Carleton
Are you against the odds when it comes to designing your holistic legacy even though you know you could create the lifestyle of your values while inspiring others? It’s a lost art to honor what it is only you can bring through your legacy, even if winning is simple in theory! If you don’t dream big though, your legacy plans won’t thrive in your investment in yourself. In today’s episode, Angelina Carleton talks to Jason Skeesick, an entrepreneur who retired early in 2018 under age 40 after selling his CrossFit gym in Chicago, IL (USA). Jason now hosts mastermind group sessions for business owners to help them work on their business and discover their values. Listen in as Angelina asks Jason about his lessons from “understanding real life”, how he defines “legacy” and how he is developing his legacy through (his value of) the “spirit of the puppy". If you are a business owner, this episode will inspire you to understand the embers that burn inside of you, to go on solo missions, and to find your capital T truths.Find out more about Jason Skeesick at spearandclover.com.-After his tours in the U.S. Army, Jason was the founder, owner, and head coach of Chicago Elite Fitness and Bucktown CrossFit. After selling the business to retire in 2018, he now selectively helps visionary entrepreneurs work on their business for 10x impact. His latest company, Spear and Clover, serves business owners with coaching tools, team building, and strong playbooks so they can become Dynasty Organizations.-PRE-ORDER THE NEW BOOK HOW TO DESIGN YOUR LEGACY: DesignUrLegacy.comSUBMIT FOR YOUR CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/PodcastHIRE A LEGACY PLANNING© CONSULTANT TO HELP DESIGN YOUR LEGACY: DesignUrLegacy.com-At Legacy Planning(c), we help you design your legacy so your life is complete.Our Story:I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.Our Mission Statement:Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.Our Theme:If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
More often than not, entrepreneurs are challenged to think outside the box even when it means they may have to be a pioneer in their industry to grow and scale. But without the dark nights of the soul, prosperity may not have the chance to flow to and through you freely. So how do you move from fearful, in the emotional attachments of what’s familiar, to imagining a legacy that is no longer about a monetary number but the service only you can bring to the world. How do you decide in order to take personal agency of your legacy so it’s right for you?
In this episode, Angelina Carleton talks with Hannah Chapman, Founder and CEO x2WealthPlanning, about what it means to be affluent by today’s measures as well as finding the balance between structure and flow so you can create more, discover more and align more. If you are building wealth to uplift others, in the impact your ideas and footprints can leave behind, or the beauty that can continue on, this episode is for you!
Find out more about Hannah Chapman at x2wealthplannings.com.
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PRE-ORDER THE NEW BOOK “DESIGNING YOUR LEGACY” TO RECEIVE YOUR HOLISTIC LEGACY PLAN THAT CAN HELP YOU DEFINE, DEVELOP AND EXECUTE YOUR LEGACY VISION: DesignUrLegacy.com
SUBMIT FOR YOUR OPPORTUNITY TO GET COACHED ON YOUR LEGACY PLAN: AngelinaCarleton.com/Podcast
GET YOUR CUSTOMIZED FRAMEWORK FOR DESIGNING YOUR LEGACY: AngelinaCarleton.com/advisoryservices
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE ASSESSMENT, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com
Follow us on Instagram at: @designurlegacy
Do you have a great product to sell online and a great team around you but can’t quite figure out the formula to increase your online cash flow? You might be tempted to focus only on acquiring new customers, spending 5x more but when every customer matters, consider how communicating to existing customers after their purchase is the secret! But when existing customers are checking the status of their package twice a day, you are missing out on showing additional purchases and your social media feed. Sometimes, asking for that review is key to the momentum of your online reputation and return business in the marketplace.
In this week’s legacy conversation, Angelina Carleton speaks with Irina Poddubnaia, Founder and CEO of Trackmage, a tracking and post purchase platform that allows you to stand out from the crowd online! You have options beyond just Amazon.com in tracking packages to create long term customer relationships so there are positive reviews and no chargebacks! Whether your business is just starting out or established as a family business or in the luxury space, knowing all your resources makes a difference! Listen in to learn how to make an extra 5-10% extra in sales on autopilot and the inspiration to Irina's legacy!
Find out more about Irina’s strategies at trackmage.com.
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Irina Poddubnaia is a SAAS founder and a business consultant who specializes in Operations and Processes Optimization with years of experience in eCommerce specific to its unique challenges and obstacles, from running a fulfilment center in China. There, over a two (2) year timeframe, she launched her own software known as TrackMage (as the name Track Magic was taken online!)
TrackMage allows eCommerce stores to have 5-10% extra sales by simplifying the customer experience. Customers can track their products on the platform and the system does the upsell and then automatically, follows up for their online reviews.
To receive her free ebook "How To Make 5-10% Extra Sales On Autopilot Without Increasing Your Ad Spend Or Hiring More Staff": https://trackmage.com/flywheel-extra-sales/ or learn more about Irina at linkedin.com/in/irina-poddubnaia.
Additional Links: Instagram https://www.instagram.com/trackmage/ LinkedIn https://www.linkedin.com/company/trackmage/ Twitter https://twitter.com/TrackMage Facebook Page https://web.facebook.com/trackmage/ YouTube https://www.youtube.com/channel/UCxA1xlANK5j0jdQc02a99rg
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PRE-ORDER THE NEW BOOK “DESIGNING YOUR LEGACY” TO RECEIVE YOUR HOLISTIC LEGACY PLAN THAT CAN HELP YOU DEFINE, DEVELOP AND EXECUTE YOUR LEGACY VISION: DesignUrLegacy.com
SUBMIT FOR YOUR OPPORTUNITY TO GET COACHED ON YOUR LEGACY PLAN: AngelinaCarleton.com/Podcast
GET YOUR CUSTOMIZED FRAMEWORK FOR DESIGNING YOUR LEGACY: AngelinaCarleton.com/advisoryservices
Tune in for this special “investment” episode! Like so many investors, you are looking for growth that’s safer than the bank, the exponential power of compounding in guaranteed interest and the ability to leverage OPM in purchasing income property. The problem is that without financial education to know your full options, you are limited to how you can maximize your financial momentum. What do you do in the time in between buying your next property or venture?
When you know your options, or at least the preliminary introduction to them, there are safe harbors and tax benefits you can benefit from. Angelina Carleton speaks with Blake Brogan, Senior Wealth Strategist at Money Insights, uncovering some trade secrets for your future portfolio. Listen in to discover the options available for the design of your legacy so you can be fully informed!
As you move from high income to high net worth, don’t be left without full disclosure of what is available to you! What can leverage and velocity do? When is it better to utilize a fixed rate compared to the LIBOR rate? Angelina investigates the options with Blake Brogan.
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PRE-ORDER THE NEW BOOK “DESIGNING YOUR LEGACY” TO RECEIVE YOUR HOLISTIC LEGACY PLAN THAT CAN HELP YOU DEFINE, DEVELOP AND EXECUTE YOUR LEGACY VISION: DesignUrLegacy.com
SUBMIT FOR YOUR OPPORTUNITY TO GET COACHED ON YOUR LEGACY IDEAS: AngelinaCarleton.com/Podcast
GET YOUR CUSTOMIZED FRAMEWORK FOR DESIGNING YOUR LEGACY: AngelinaCarleton.com/advisoryservices
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Blake Brogan is the Senior Wealth Strategist at Money Insights, a strategic wealth building firm. He has been in the financial services industry for eight years and specializes in helping clients optimize their wealth building strategies by utilizing life insurance vehicles. Blake is passionate about helping wealth creators build financial freedom with cash flow and alternative investment strategies.
Learn more at moneyinsightsgroup.com/bbrogan.
legacy #finance #legacyplanning
If you’ve ever opined that mergers and acquisitions is only for … well, investors shopping for businesses with revenues over $15M … think again! You may not have been involved with high level M & A but I bet you have purchased something to help expand your business! Designing a strong legacy can include buying businesses, whether it’s that you see potential or have great ideas for value creation.
In today’s episode, Angelina Carleton speaks with Ryan Goral, Founder of G-Spire Group, a company focused on helping entrepreneurs, executives and small business owners acquire companies. Ryan shares how oftentimes sellers have an team of advisors to assist them while buyers in the “lower middle market” lack competent business consultants to help them. Mr. Goral breaks down how you can increase the multiple of your business (EBITDA, EBIT, Net Earnings, etc) to grow its value and have all the tools needed for your strategic legacy plan!
Book an appointment with Ryan at gspiregroup.com.
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Ryan Goral has an extensive fifteen (15) years of experience focused on working with small businesses. In addition to providing creative financing solutions, Ryan’s expertise is centered in adding value to entrepreneurs and executives with all aspects of executing their organization’s growth and mergers and acquisitions strategies. From capital structuring and advising on strategic fit to conducting thorough due diligence through final transaction execution and integration, Ryan brings a value-producing mindset to a company’s growth ambitions.
As a career sales professional, Mr. Goral enjoys building, coaching and inspiring high-performing sales professionals. As part of G-Spire Group’s integration offering, Ryan focuses on helping businesses build, lead and integrate the sales and marketing function of the target firms his clients acquire.
Ryan graduated from the University of Denver where he was a Division 1 student-athlete and earned his MBA from the University of Colorado at Boulder with an emphasis on Entrepreneurship. Ryan has two M&A certifications. He is a Certified Merger and Acquisition Advisor through AM&AA (Alliance of M&A Advisors) and a M&AP (Mergers and Acquisitions Professional) certificate through the IMAA (Institute for Mergers, Acquisitions and Alliances). Ryan enjoys spending time with his family and, in his down time, can be found doing something outdoors and likely running, biking, fly fishing or golfing.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO SPEAK ABOUT OR RECEIVE COACHING FOR YOUR LEGACY: https://www.angelinacarleton.com/podcast
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE ASSESSMENT, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com
Let’s start with the bad news. If you’re attempting to design a meaningful legacy and you only have legal and family governance documents, you will never be known for your meaningful stories and what was most important to your heart. But here’s the good news! When you consider the power of storytelling, especially through podcasting, you can allow others into your world to better understand your vulnerabilities, values and intentions – you can craft a multi-dimensional legacy.
This is what today’s episode is specifically about. Our guest, Brandy Whalen, is the co-founder to Kitcaster, where we speak into opening up a dialogue now about your legacy ideas. And in her reflective conversation with Angelina Carleton, she connects with the stories of her upbringing - from the adventures of train cars in Iowa to the present-day mindfulness of showing up with an open heart and tomorrow, exploring tunnels to train stations under the office. If you are struggling to see how your legacy can be crafted to bring out the best of you, beyond your will or health directive, tune in and listen, because this “legacy series” conversation with Brandy Whalen is for you!
Learn more about Brandy at kitcaster.com.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO SPEAK ABOUT OR RECEIVE COACHING FOR YOUR LEGACY: www.angelinacarleton.com/podcast
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE ASSESSMENT, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com
Would you agree to a bank loan where you didn’t know the repayment terms? Then why would you consent to an emotional debt where you don’t know when the repayment ends? Not only does the emotional debt accumulate interest, but the interest also accumulates pain.
If you're interested in designing a legacy but have unexamined emotional debt, your emotional undercurrent will also be impacted in how you feel the grief (if at all). But here's the good news! When you can examine your unconscious emotional undercurrent, you can set yourself free to soulfully serve through your personal legacy plan.
This is what today's episode is all about. Our guest, Anne Beaulieu, is a finance economist and a chartered financial analyst who speaks about emotional intelligence and owning your needs. And in this legacy conversation, Anne shares how your beliefs as well as your unseen emotional debt can be holding you back from your optimal legacy. If you are struggling to own your pain, needs and feelings, lean in and listen, because today's coaching conversation with Anne is for you.
Learn more about Ms. Beaulieu at financialeq.coach.
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Anne Beaulieu believes in "Financial Emotional Intelligence". In her career and as a keynote speaker, she has worked with Robert Kawasaki of the "Rich Dad, Poor Dad" book series and the Business Development Bank of Canada, to name a few strategic alliances. She is also the author of twenty (20) books and has her work published in Forbes, The Curious Leader, and other business publications. Her mission is to help entrepreneurs with resolving their emotional debt so that life decisions are more conscious, purposeful, and profitable.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO SPEAK ABOUT OR RECEIVE COACHING FOR YOUR LEGACY: https://www.angelinacarleton.com/podcast
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE ASSESSMENT, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com
For everyone, especially the affluent, trust matters. Especially when they are building their team to help them design their legacy. A good company is run like a family where the members can perform above and beyond. The trouble is even if you have the best qualifications, you may be injuring yourself with your social media opinions and lack of awareness around your professional etiquette. And even more concerning, you may be limiting your choices and future opportunities. Today, Angelina Carleton speaks with Yvan Demosthenes at HamiltonDemo, an executive search firm, all about how to navigate your executive presence and persona and how you can strength your batting average with your legacy!
Learn more about Yvan Demosthenes at hamiltondemo.com and access his employment resources to help you design your dream team or place you at a company where there is an ideal fit. Remember: your initial contact matters! P.S. Wear a blazer to your next executive interview!
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Yvan Demosthenes is the CEO at HamiltonDemo. HamiltonDemo sources game-changing talent—qualified, proven professionals who will propel your business forward. Hire with confidence. HamiltonDemo has a team size of 2-10 employees and is perfect for those looking for qualified talent ready to help your business thrive. As a boutique firm with a national reach, HamiltonDemo has the scale to ensure your needs are comprehensively met while possessing the flexibility to tailor our approach to your search’s unique challenges.
Yvan Demosthenes is a Sales Professional with more than 20 years of experience, 16 years in Talent Acquisition and Recruiting. His career has covered various Sales and Management roles. During his career, he has attained several awards from GE, CareerBuilder, Monster.com, and others.
Yvan has helped companies of all sizes with their online advertising, technology integration, diversity recruiting efforts, and overall recruiting strategies. He has also had the pleasure of placing executives and emerging leaders into some of the most recognized companies.
He received his Bachelors of Science from the University Of Cincinnati, his MBA from Thomas More University, received his Leadership Training from Harvard Business School and has his D&I Certification from eCornell. Yvan lives in Cincinnati, OH with his wife and 3 kids and is a Parishioner at Guardian Angels Church in the community of Anderson. He is active in nonprofits and enjoys coaching youth sports. He is currently a Thomas More University Alumni Board Member.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO SPEAK ABOUT OR RECEIVE COACHING FOR YOUR LEGACY: https://www.angelinacarleton.com/podcast
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE ASSESSMENT, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com.
How can you design your legacy after you’ve experienced the unexpected passing of your child? Especially after the loss of a job as well as a divorce. Believe it or not, there’s a way forward from bitter to better! That’s why we invited Tina Kadish, founder and CEO of “Life Is Ideal”, a business coaching firm, to share her story of how she “felt her feelings” as one of her many tools to be able to come out on the other side of grief. If you’re feeling hopeless from the shell shock of a loss and like there’s no way forward, in even being able to surrender to a purpose – let alone design your legacy – Tina’s story of moving from pain to peace will give you the inspiration so you know you are not alone!
P.S. If you’re feeling angry with God and are ready to hear how another believer started living again, in doing specific “inner work” in personal development and to build out a holistic legacy, involving wellness as well as contribution to others, tune in to this podcast episode. In this “Legacy Series” conversation, Angelina Carleton speaks with Tina Kadish to offer you practical steps you can follow to experience a transformation through key journaling questions to become excited about getting out of bed again in the mornings. If you’re tired of being mad at God, tossing your good book across the room, and are ready to make a serious change in your own legacy planning, listen in and realize how tragedy could be the unexpected catalyst to the evolution of your soul’s legacy.
Did you know Tina Kadish offers coaching with a complimentary introduction session to help you “with the pieces you’ve been left with”? Oh yeah! Now you can connect with Tina as one of your strategic alliances from anywhere in the US or abroad! Go to linkedin.com/in/tinakadish and add her to your network today!
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO SPEAK ABOUT OR RECEIVE COACHING FOR YOUR LEGACY: https://www.angelinacarleton.com/podcast
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE ASSESSMENT, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com
What if your learning disability becomes your legacy superpower because it motivates you to think outside the box? The world deserves to know your ideas – but unless you know how to navigate the obstacles, especially as an entrepreneur raising venture capital, people will never know of your inventions. Instead of losing hope and momentum, you can learn the strategies on how to navigate forward to prevail no matter the setting.
In today’s “Designing Your Legacy” conversation, Angelina Carleton continues to find positive role models as she speaks with Shea Gerhardt, Founder and CEO of Buderflys Technologies. Buderfly’s is a next-generation earbud brand and her mission is to redefine fit, comfort level, engagement and acoustical design for long-term listening comfort. Shea faced a common problem when it came to the painful realization of the constant friction from today’s earbuds with her passion for content whether audio books or her favorite music! Listen in to learn how Shea leveraged her dyslexia as an asset and where necessity became the mother of invention to revolutionize the earbud industry.
Go to buderflys.com/ to access your pair of wireless + wired earbud system designed for long-term comfort. They flex and form with your ears, providing the most comfortable earbud experience you’ll ever have. Finally, be inspired by Shea’s legacy to design your own legacy plan today!
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Shea Gerhardt is the Founder & CEO at Buderflys Technologies. Learning and being inspired by the ideas of great thinkers was and is her fuel and inspiration behind creating Buderflys, an earbud that is comfortable enough to binge content all. day. long.
Prior to Buderflys Tech, Inc – Ms. Gerhardt spent nearly two decades in executive roles in the mobile, gaming, and music industries. Having worked with major music labels, including Universal, Sony, EMI, and Warner Bros., as well as some of the world’s largest mobile wireless companies, including VZW, AT&T, Sprint, T-Mobile, and Vodafone, Shea has built her career on her ability to develop a clear and focused path to cutting through the noise in crowded and stale industries and growing business where user-centric products are king.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO SPEAK ABOUT OR RECEIVE COACHING FOR YOUR LEGACY: https://www.angelinacarleton.com/podcast
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE ASSESSMENT, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com
If you’re like most people, you hate being in the spotlight – and then, there's how much you have to trust yourself in those moments, hoping you’ve done enough of the inner personal development work also! But with success, you may think about your legacy one day. The good news is you don’t have to wait to be cast in any show to take personal agency (ownership) of your life’s legacy. When you finally get around to defining your legacy, you can stop burying your past pain and start nurturing your talent into a purpose-driven legacy.
In this week’s episode, Angelina Carleton speaks to Vinnie Potestivo, an Emmy-Award winning media advisor who has worked with multiple celebrities (Mandy Moore, Beyonce, Ashton Kutcher, etc). When trying to design your legacy, many people make the mistake of not allowing themselves to believe their worth to finally be seen by others. But whatever your initial version of your story (of where or how you started your life) and your perspective around your worth, those experiences can become the tools and pieces to define your future legacy! Listen in to learn how there is now more power today outside of television than there used to be for the small business owners and solopreneurs, also known as brand owners, who can be impactful in how they (and you too!) can connect with others in your legacy impact. Time to pre-purpose your legacy and muster that courage!
Go to vpetalent.com to learn more about taping into your talent and making your content your story. No matter your age, you can find your worth in reclaiming what’s possible through both grace and space!
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Mr. Potestivo is an Emmy® Award-winning Media Advisor who helps clients leverage their media exposure, find fame, and make impact. Vinnie is the Editor-in-chief of I Have A Podcast® and is responsible for discovering and amplifying the voice of independent podcasters worldwide. As a network executive at MTV Networks (98-07) he discovered talent and developed new ways to support their goals, pioneering the way brands and business owners could contribute to their public narrative by making them stars and producers of their own television series. Early hits include Punk’d, The Osbournes, TRL, 8th & Ocean, Wild 'N Out, & The Challenge. Since then, he and his team at VPE.tv have continued to be well-trusted connectors who develop and distribute original content across all media platforms.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO SPEAK ABOUT OR RECEIVE COACHING FOR YOUR LEGACY: https://www.angelinacarleton.com/podcast
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE ASSESSMENT, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com
Do you have a heart for philanthropy - in your own legacy of giving? Or do you feel a connection to a highly personal cause you’ve been affected by? Donating to what you care about is a great way to not only be in service to others but also to "design your legacy", where philanthropy can allow a deeper feeling of connection to humanity. And today, as inflation increases, it might also save America given around 1 out of 10 jobs are in the US non-profit sector and we don't want to see 4 out of 10 non-profits close their doors.
But where do you even begin? In today's “legacy series” conversation, Angelina Carleton speaks with Dominic Kalms, the Founder/CEO of BGenerous, a venture-backed fintech that allows you to donate upfront in the advent of the first ever philanthropic credit product - a “Donate Now, Pay Later” type of model but without the interest, late fees or hard collections afterwards. If you're ready to make a difference to a cause you care about, bringing you more fulfillment and satisfaction to your life, this episode is for you! Giving to others can fuel your legacy!
Learn more about Dominic Kalms and donate to your favorite non-profit at bgenerous.com.
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Dominic Kalms is a multi-venture backed entrepreneur and philanthropist with an expertise in Financial Technology (FinTech), Nonprofits, Donor Advised Funds (DAFs), and digital fundraising. He has raised over $120M in venture and philanthropic capital during his career and has been featured in an array of media publications (e.g. NBC, Forbes, CBS, Entrepreneur, BBC, Yahoo etc.) where he discusses philanthropy and impact. He was most recently profiled on the front page of Entrepreneur.com, as well as in the Goldman Sachs Philanthropy web series, and he recently guest lectured a course on Philanthropy at MIT. His latest opinion piece on corporate giving can be found on Forbes.com.
Dominic is also a well-known public speaker and has spoken at many global forums on philanthropy (e.g. Nexus Global Summit, Global Citizen Forum, United Nations NOVUS conference, Social Enterprise Summit, TechCrunch’s Global Ventures Summit, Capital One Stories of Impact, TEDx, Paradigm Talks, Context Family Office Conference etc.).
Today, Dominic is Founder/CEO of a new venture backed FinTech company B Generous, which is revolutionizing how people donate to nonprofits through the advent of the first ever philanthropic credit product. B Generous is backed by some of the top VCs, Banks, & institutional investors in the US.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO SPEAK ABOUT OR RECEIVE COACHING FOR YOUR LEGACY: https://www.angelinacarleton.com/podcast
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE ASSESSMENT, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com
What if there are remedies to burn out, especially if you've experienced PTSD? How do you work through that burn out, if stress is a form of trauma? Extreme stress can be like a combat situation, in what it does to the body. Even proxy and virtual forms of PTSD can have effects.
If you don’t learn practical remedies to protect from the echo chamber within your mind, your legacy also will suffer from the isolation and “not wanting to talk about it” in how the mind can be great at the objective compared to the subjective.
In this week’s episode, Angelina Carleton talks with Scott Anderson about the “Wounded Warrior” report as well as cutting edge technology coming out of Israel for mental health healing. When it is already lonely at the top, listen in to learn what’s possible beyond burnout for your legacy when you can be in partnership with your brain.
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Mr. Anderson combines his business acumen with his experience as a licensed mental health therapist to establish the not-for-profit, AtEaseUSA.org, which develops and deploys leading-edge PTSD treatment technology in partnership with Tel Aviv University and the Israeli government. Scott's experience in business is matched by his premier training in executive coaching and therapy. He trained at the preeminent Coaches Training Institute and is certified by the International Coaching Federation (IFC). He graduated summa cum laude with a Master’s degree from the University of Nebraska School of Clinical Counseling. Visit his website to learn more at doubledareyou.us.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story:
I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement:
Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your advisory session at designurlegacy.com.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO SPEAK ABOUT OR RECEIVE COACHING FOR YOUR LEGACY: https://www.angelinacarleton.com/podcast
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE SURVEY, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com
Are you struggling to recover in post-traumatic growth in healing from a seed of rejection, so as to finally take personal agency of your legacy? No matter your personality type, we all start with one of four attachment styles that lead to our “emotional operating system” when it comes to love and approval. But what are the remedies if we find ourselves blind-sided by one or more persons with narcissistic personality disorder in business or our personal relationships? Do we choose to internalize being devalued, do we transfer it to others in scapegoating or do we reveal the truth in processing the experience? Your legacy’s survival may just depend on how efficiently you move through these three phases and how much belief you have that your “legacy” has an anointing on it.
In this week’s "Legacy Series' conversations, Angelina Carleton talks with Katina Horton, author of 11 books on spiritual and personal development and a coach specific to trauma recovery through Christian tools. Listen in to learn how you can rebuild your family’s love garden story and utilize her 5 step strategy to transcend narcissistic abuse to reclaim your soul, power and identity.
Order one of Katina’s eleven books now at thevalleyofgrace.com, Amazon or wherever you buy books.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story:
I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement:
Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
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TAKE THE ENIGMA OUT OF DESIGNING YOUR LEGACY WITH OUR 6- OR 12-MONTH ADVISORY PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO SPEAK ABOUT OR RECEIVE COACHING FOR YOUR LEGACY: https://www.angelinacarleton.com/podcast
YOU NEED A PLAN TO DEFINE, DEVELOP AND EXECUTE YOUR LEGACY. TAKE THE ONLINE SURVEY, AND YOU'LL GET A FREE, CUSTOMIZED PLAN THAT WILL SHOW YOU HOW TO GO FROM YOUR STARTING POINT AND WHAT PITFALLS TO AVOID: DesignUrLegacy.com
If you are an unmarried couple, especially in the LGBTQ+ community, you probably have no idea what you are up against when you don’t have a legacy plan. This means you may have no presumed rights in the eyes of today’s legal system!
We are at our best when we are getting married or having children – but with divorces also happening every 13 seconds in the United States of America, you may not realize how important it is to become educated now in establishing your legacy plan. It makes sense if you do not know about financial or medical powers of attorney, but it can end up hurting you and those you care about if you stay without a set of proper documents.
In today’s “legacy series” conversation, Angelina Carleton talks with Jazzy Rippy and Ameena Sheikh, the two Co-Founders to LADIES IN LAW®. Their firm specializes in trusts, wills, POA’s and other legal help to protect your assets. These ladies know the stories of what is out there, in probate court and beyond, so as to best prepare you. Listen in as Angelina talks with them on how exactly things can go awry in today’s legal system so you can avoid future struggles no matter your stage in life.
Learn more about Jazzy Rippy and Ameena Sheikh at theladiesinlaw.com.
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LADIES IN LAW® has been recognized as a leader in the legal field by "Marquis Who’s Who America, National Trial Lawyers Top 40 under 40 Michigan" and Expertise.com. Jazzy Rippy and Ameena Sheikh have been featured in The Michigan Chronicle, Detroit Legal News, Michigan Lawyers Weekly, BLAC Detroit and Close Up Radio with Doug Llewelyn. Both Co-Founders of LADIES IN LAW graduated Magna Cum Laude in the top 10% from their law schools, The University of Toledo College of Law and Wayne State University Law School, respectively.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story:
I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement:
Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session at designurlegacy.com.
-
Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
How do you design a legacy so that it includes beauty, symmetry and tradition? The problem is we don’t understand the reasons “why” we find beauty in certain things or why we should learn from tradition to incorporate sacred geometry.
Having designed over 1,000 custom homes in 50 years, John Williams has worked on the homes of families that span three generations so their home can feel like their castle while having "architecturally good manners". Listen in as Angelina Carleton speaks with John Williams as he shares his experience, heritage and skill sets so the knowledge is retained – all without losing the architectural influences of Rome and Greece!
Learn how Mr. Williams blends light and nature at williamsresidentialdesign.ca.
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Williams Residential Design offers a full range of design services specializing in both custom homes and renovations. John Williams AT., B.Arch., M.ARCH is the principle architectural designer who believes: He designs your dreams and your future legacy.
John Williams has been internationally recognized by his peers with over 40 years experience in both commercial and residential projects as a builder, developer and architectural designer. John’s work has been featured in Architectural Digest, Canadian Architecture and Design, House and Home, Trends, West of the City and Forum magazines to name a few and it is with great pride and integrity that he credits his clients with thanks for the opportunity to showcase his designs.
A formal education in both Canada and the United States with AT., B.Arch., M.ARCH John has enjoyed many years working throughout North America. His firm is a proud member of the Institute of Classical Architecture and Art.
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TAKE THE BLINDSPOTS OUT OF DESIGNING YOUR LEGACY WITH OUR SIGNATURE PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/Podcast
FIND OUT WHAT’S STOPPING THE MOMENTUM WITH YOUR LEGACY PLAN AND GET A CUSTOMIZED PLAN TO REMEDY IT: DesignUrLegacy.com
Did you know that philanthropy has the highest risk profile? But fear not when you plan your legacy engaged from a place of overflow and abundance, in depth and breadth. When you know your role and identity beyond any titles, you can give from a sense of who you are as the legacy builds from you, and then builds out in motivation. In today’s episode, Angelina Carleton talks with Bessi Graham, co-Founder of Benefit Capital, to present the leadership styles of the charismatic leader, the competent manager as well as the diplomat from her study of situational leadership as well as counter terrorism.
If you have a vision and want to know how to bring that about in the world with your influence, this podcast episode will show you how. And be sure to share this special episode with your favorite “big picture” entrepreneur!
TAKE THE BLINDSPOTS OUT OF DESIGNING YOUR LEGACY WITH OUR SIGNATURE PACKAGES: DesignUrLegacy.com
SUBMIT FOR A CHANCE TO GET COACHED ON THE PODCAST: DesignUrLegacy.com/Podcast
FIND OUT WHAT’S STOPPING THE MOMENTUM WITH YOUR LEGACY PLAN AND GET A CUSTOMIZED PLAN TO REMEDY IT: DesignUrLegacy.com
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Bessi Graham is the Co-Founder of Benefit Capital, The Difference Incubator (TDi) and the Impact Investment Centre. For the last 20 years Bessi’s work has focused on helping unlock all forms of capital for people and organisations delivering positive social and environmental outcomes. The common theme across all of the businesses she owns, founded and runs is a belief in the power of business as an agent for change if you design models that can “Do Good and Make Money”. Bessi was the inaugural Chair of the Social Impact Measurement Network Australia (SIMNA) and continues to explore the ways we can measure and communicate social impact more effectively. Bessi co-authored a report ‘Impact Measurement: Exploring its Role in Impact Investment’ with NAB’s Elliot Anderson in 2015.
Bessi has a background in management consulting with over a decade of experience in the development, design and delivery of training and holds a BA majoring in politics and a MA in International Relations. She has also completed the Harvard Kennedy School, Executive Education courses “Creating Collaborative Solutions: Innovations in Governance” and “Leadership for the 21st Century: Chaos, Conflict and Courage”; and is a Graduate of the Australian Institute of Company Directors.
Entrepreneurs are wired to achieve no matter the costs. But sometimes one has to walk away from multiple homes and cars as well as a successful business with offices in multiple locations with only their clothes, bicycle and child … if the scenario becomes too toxic, making one have to start over again while figuring out how to do things differently next time. Even worse, the new start may not win the acceptance of one’s support network in having to take agency alone for the first time.
In today’s episode, Angelina Carleton talks with life coach Sabrina Victoria about how she was able to not fall through the cracks when circumstances got tough to the point of considering driving off a bridge. Angelina and Sabrina discuss how there are many resources available on any budget to keep your legacy dream alive as well as to be able to metaphorically walk down a new street in breaking patterns. Listen in to learn how Sabrina took personal agency of the design of her legacy to now include the creation of a university that will offer emotional intelligence courses to help others.
Learn more about Sabrina Victoria at sabrinavictoria.com/companies.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story:
I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement:
Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session at designurlegacy.com.
-
Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
Having difficulty talking about your legacy plans given existing beliefs or when the people around you become tight lipped? No matter where you start from, if you don’t get curious about existing conversations, you’ll forsake your best interests in taking personal agency. To design your legacy, you’re going to have to master one skill extremely well: be able to overcome status quo bias by your ability to communicate – this may mean understanding many perspectives when there are heated disagreements or you find yourself as the non-conformist in the room.
In today’s legacy conversation, Angelina Carleton talks with Eric Bailey, President of Bailey Innovation Group and Honorary Commander at Luke Air Force Base. Listen in as they discuss how getting radically curious about what it is we believe and being willing to change can design our legacies from the ground up compared to staying fractured or certain of illusions. Find out how specifically there are a variety of tools, starting with rising above tribalism, that can help you value your legacy with merit and on your own accord.
To learn more about Eric, visit baileyinnovationgroup.com.
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Eric M. Bailey works with Google Inc, the US Air Force, Los Angeles County, the City of St. Louis, MO, Phoenix Police Department and many other organizations. He is also an Honorary Commander at Luke Air Force Base: https://www.youtube.com/watch?v=iiD8w00_AmI&t=0s
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story:
I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement:
Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session at designurlegacy.com.
-
Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
When it comes to understanding your deeper spiritual calling, you need to start with building the fundamentals, trusting your inner voice and being in tune with your intuition. But what if you aren't integrating all parts of yourself or you lack the basic business skills? How can you reward your intuition to scale your gifts and talents to help humanity, as you keep all parts of yourself acknowledged?
In this episode, Angelina Carleton talks with Timi Orosz, founder of Connect One Marketing. She calls herself a soulful mentor whose purpose centers around helping entrepreneurs market their offerings to be that changemaker they envision. Angelina talks with Timi about how she sets annual and quarterly goals, writes out her five- and ten-year visions and how her end of year analytical review reflects on her growth so she knows she is intentionally designing her legacy.
If you think of your legacy isn’t possible given confusion in how you fit or could offer value, this legacy conversation is all about bringing your authentic self forward! After today, you will have a clear idea on why hearing your soul's mission matters for your legacy.
Learn more about Timi Orosz at connectonemarketing.com.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story:
I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement:
Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session at designurlegacy.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
When it comes to understanding your spiritual calling, you need to build out the fundamentals, trust your inner voice and be in tune with your intuition to allow all parts of yourself to be integrated. But what about if you are an artist or a member of the spiritual community who lacks business and marketing skills? How can you balance your intuition and scale up to help humanity evolve at the same time, no longer losing parts of yourself in conventional business models?
In this episode, Angelina Carleton talks with Timi Orosz, founder of Connect One Marketing. She is a soulful mentor whose brand centers around helping artists and spiritual entrepreneurs better market their businesses to be successful changemakers. Angelina speaks with Timi about how she sets annual and quarterly goals, writes down her five- and ten-year visions and does an end of year analytics review to reflect on growth in her legacy planning.
If you think your legacy isn’t possible given your confusion in how you and your values could fit into the world of commerce, this conversation is all about bringing your authentic self forward! After today, you will have a clear idea on why raising your consciousness and following your soul's mission matters to your legacy plan.
Learn more about Timi Orosz at connectonemarketing.com.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story:
I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement:
Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session at designurlegacy.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
Generational wealth has many business owners worried. How can you keep your family together in the transfer of morals, ethics and values? One key is to include discussions in the legacy planning process to help all parties discover their feelings about money, disbursements and what it means to have access to wealth. The right intentions, written into your legacy plan, has the power to prepare the next generations to participate in a variety of ways, even in helping them understand the outcomes they desire translated into documentation.
In today’s episode, Angelina Carleton talks with Barry Rutten, Co-Founder and Managing Partner of WealthDefense Financial Advisors. They share some legacy tips every business owner and affluent investor should incorporate when passing on their wealth wisdom through written letters to convey knowledge, morals and ideals. These strategies can include legacy events where family members are invited to discuss how the uncoordinated pieces can be integrated as well as to update wills to include guardianship. Listen in and discover how you too can encompass family with your estate and financial goals to help you make well-intentioned decisions no matter the fragmented pieces.
Get access to Barry’s "business owner blind spot" resources at wealthdefensegroup.com.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story:
I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement:
Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session at designurlegacy.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
What if you need a legacy plan beyond just wills and estates, especially if you are a HNW individual or a new wealth earner/creator? Anything on top of a lack of awareness and applicability would cement your destiny. If your wealth is established or brand new with today’s varied asset classes, a variety of trusts could help you protect and grow your legacy.
In this week’s legacy conversation, Angelina Carleton sits down with Pushpanjali Oliver Lund, Founder and Managing Director of Sagevisor, a company that provides estate and succession planning as well as asset protection structures for family businesses, high net worth individuals, entrepreneurs and philanthropists. Mrs. Lund‘s biggest challenge is educating beneficiaries around the responsibilities of becoming a custodian for the preservation and protection of assets. Some beneficiaries keep the business going, while others have the family company fail after two or three generations. Listen in as Angelina talks with Pushpanjali through creating trusts as well as custodians so you too can also engage the next generations to come!
Find out more about Mrs. Lund's business at: https://www.linkedin.com/in/pushpanjali-oliver-lund-8349387/
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story:
I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement:
Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session at designurlegacy.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
When you have an affluent family member pass away, you should have a legacy plan in place. But how do you know where to begin when there are so many blind spots that need attention? Instead of playing “hide the treasure” or avoiding family finance meetings, you need to ask why 5x to discover the ultimate truths.
In today’s episode, Angelina Carleton talks with James Woodall of Woodall Wealth Management, an investment advisory that allows for family stewards and family businesses to receive comprehensive financial planning. In his own personal life, James learned firsthand why proper planning would have made a difference in saving family relationships compared to spending ten years with attorneys and executors in a state of stress. Listen in as Angelina and James discuss autonomy, mastery and purpose in how “people are people”. As you’ll see in today’s legacy session, intentional conversations create meaningful, shared legacies for all to enjoy!
Find out more about James' business at woodallwealthmanagement.com.
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Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life. Book your session at www.designurlegacy.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in).
Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right! If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
So many people in today’s Great Resignation feel invisible and demand change when it comes to their being seen, heard and understood. Year after year, they find themselves questioning the status quo, and no matter what they try, many people still find themselves in an asymmetrical playing field given today’s systems, architecture and access to opportunities. How do you break out of this rut to do and be better?
In this episode, Angelina Carleton talks with Founder & CEO Precious Fuller, owner of Equanimity Partners International who is unapologetic in her truth as she states “If it’s true, it’s not new”. Ms. Fuller has a Master’s Degree in Teaching and has worked in the business, non-profit and education sectors.
If your mindset is ready to talk about diversity, equity and inclusion, this legacy conversation is about how to resolve the societal , transgenerational, and systemic issues we as a human race face.
Diversity is important in legacy planning for four reasons: overcoming blind spots, not pigeonholing ourselves, overcoming caste system beliefs and living your best life through a positive self-identity, relationships and being bold enough to take and manage risks. The legacy you live and leave is ad infinitum and you can’t keep it to yourself, as it is seen, felt and heard by others. In living the truth of the matter, you impact the present as well as the future.
Learn more about Ms. Fuller at www.EquanimityPartnersIntl.com.
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Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life. Book your session at www.designurlegacy.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in).
Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right! If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
Is your legacy stuck in its development due to being surrounded by negativity? No matter where you start from in life, defining and executing your legacy could be the motivation you need. A strategic redirect can help you tap into a new baseline of inspiration and ignite the prosperity you’ve been seeking.
In today’s legacy conversation, Angelina Carleton talks with Dr. Elizabeth Rainwater and Dr. LaTonya Rainwater, founders of the ELR Shop, about how the Holy Spirit guides their legacy. Like many entrepreneurs, there has to be an anchor that provides a positive perspective in order to rise above the many storms and to be refined by the fire. Listen in to learn how the Holy Spirit could also transform your mindset to one of leading by example for your legacy.
Learn more about Dr. Rainwaters’ educational products at https://www.etsy.com/shop/ELRShop
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Dr. Rainwaters are two Atlanta-based entrepreneurs (Georgia, USA), preachers, and educators with five degrees. Their degrees are in audio production, business management, paralegal work, clinical counseling/marriage and family therapy, with their PhD in philosophy with an emphasis on general teaching psychology.
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Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life. Book your session at www.designurlegacy.com.
Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in).
Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right! If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
Many people think of a legacy as a list of goals but it can also be a carry over from something before, in what is handed down. There’s an existing “legacy system” contracted out from the Treasury to the Federal Reserve because the banking system is a ledger system, a balance sheet. In 1792, the Treasury of the Americas adopted the Spanish milled dollar which equals 371 grains of pure silver 99.99%, defining the US dollar as a volume and a measurement.
While cryptocurrency is like fiat money, a digital asset on the other hand can be based on something in the real world (such as real property) converted into a digital wallet. In establishing the baseline of what a dollar is worth by the price of oil or, by imagination and agreement, investors look for value and it starts with the exchange of ideas. So how do you sense or figure out what’s really going on? What’s the pattern and what’s the substance? What are the hard-earned lessons worth noting for your money as well as legacy?
Nicholas Mitsakos is an investor, entrepreneur, author, and lecturer. As CEO of Arcadia, he manages Arcadia’s proprietary algorithmic investment fund.
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Mr. Mitsakos has written two books on investment principles, strategies, and cross-disciplinary thinking: Investment Principles: Strategies for an Irrational World and Transformation and Investing: Disruption, Opportunity, and Absurdity. He has also published research and lectures at several world-leading institutions. An entrepreneur and investor, Nicholas has focused his career on innovation and disruptive technologies. He has served on over 35 boards of directors and worked with many management teams to build transformative and successful companies. Mr. Mitsakos forms effective teams and ecosystems addressing strategic and operating issues for investments. Arcadia exemplifies this – a world-class team implementing disruptive proprietary algorithms delivering superior results. Nicholas has advanced degrees from the Harvard Business School (MBA), the Massachusetts Institute of Technology (Computer Science and Advanced Technologies), and the Harvard Kennedy School (Global Leadership and Public Policy). He also has a B.S. from the University of Southern California in Biology and Computer Science. Mr. Mitsakos is a member of the MIT Technology Review Global Panel, active with Harvard University’s Innovation Center, a member of the President’s Circle of the Milken Institute (until 2015), and a lecturer at UCLA’s Anderson School of Business (from 1993 to 1998).
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Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session at www.designurlegacy.com.
What would you do if you could invest $25M into digital assets? It’s a big decision, and difficult to know where to even start regarding which vehicle offers the best return or safest investment for you. Today’s episode will provide you unique insights as to how to be a rational investor in an irrational market so you can be focused, knowledgeable and hold a long term perspective.
In today’s legacy conversation, Angelina Carleton talks with Rocky Phagura and Kelly Lyons, two executives at Arcadia Capital who handle their proprietary algorithms for futures, equities, and crypto markets as well as equities, bonds, derivatives, futures and cryptocurrency markets. They talk data analytics as well as legacy visions.
If you’ve ever been offered the opportunity to invest but didn’t know where to start or even how to do your due diligence, today’s episode will introduce you to key concepts in your groundwork. Learn more at arcadiacapitalgroup.com.
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Rocky Phagura, Arcadia's Chief Technology Officer and senior software developer has over 20 years of software and hardware development experience at world-renowned technology companies including Intel and Facebook. He has been a pioneer in the development of proprietary algorithms and has extensive experience writing trading algorithms for futures, equities, and crypto markets. He holds a Bachelor's of Art in Computer Engineering and a Master’s degree in Business Administration.
Kelly Lyons, Arcadia's Chief Operating Officer, Senior Trader, and senior software developer, has over 15 years of experience developing Algorithmic and Automated Trading. His systems experience applies to equities, bonds, derivatives, futures, and cryptocurrency markets. He is the lead executive responsible for algorithmic development. Kelly holds a Bachelor's of Science in Economics.
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Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
As a business owner, you work long hours to deliver your talent to clients as you grow your business. The problem is how do you deal with ethical issues if it means losing business given corporate politics? You could start your own company. You could charge more but that doesn’t honor your values regarding feeling at peace inside. What's the long-term view you should take?
In today's legacy conversation, Angelina Carleton talks with John Follis, former CEO of a Madison Avenue advertising agency. John hopes his digital legacy that invites viewers into understanding his hard-earned business lessons can enlighten others who find themselves with talent but without knowledge of how to navigate corporate politics. John also doesn't want to compromise his integrity by offering products he doesn’t believe in. If your mettle has been tested, time and again, in what it is to stay true to your legacy vision, today's conversation will provide the insights you need to stay true to your principles while growing your business the right way to increase revenue!
Learn more about John at follisinc.com. He has worked with the White House, the NBA and the Marriott Marquis in NYC as one of the most awarded ad agencies on Madison Ave. John has addressed the Yale Entrepreneurship Institute and has been honored by the United Nations. https://bit.ly/3HwPJ8V
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story:
I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement:
Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
You've heard us say it over and over again: your values matter when designing your legacy because it sets the direction to where you want to end up. And this means discovering if what is true for you today in “what is actually your beliefs” versus those beliefs from childhood, never re-examined … focusing on other’s approval instead of growing your own internal landscape which includes your faith. But we're going to let you in on an insight. There actually is there a way you can design a legacy that isn’t based on your ability alone to achieve at a high level. You just have to consider it might not be all about you in understanding the point of why we are here.
In this Legacy conversation, Angelina Carleton talks with Wendy Cunningham, author and wife who lives on 84 acres in Tennessee (United States). Angelina and Wendy speak about why bad things happen to good people as well as Joseph with his amazing technicolor dream coat.
If you are struggling to figure out how your faith "in growing and walking it out" can add to your Legacy without the fear and doubt that's ever present, today's conversation will show you how.
Check out Wendy's book “What if You're Wrong?” at gainingmyperspective.com where she shares her journey from atheism to Christianity.
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SUBMIT FOR A CHANCE TO SPEAK ON THE PODCAST: info@angelinacarleton.com
BOOK A SESSION TO BECOME A CLIENT: www.angelinacarleton.com/advisoryservices
FOLLOW US ON INSTAGRAM: Instagram.com/designurlegacy/
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Email for inquiries: info@angelinacarleton.com
When it comes to developing your legacy, it's easy to fall back into past pain and trauma especially when you haven’t done the inner work to change old or automatic patterns. What's hard is when you refuse to do the personal development work and it gets acted out as anxiety turns to anger, rage and aggression. But what if the emotional intelligence of leaders could be refined so they wield their power honorably, especially when face to face with emotionally intense situations and critical conversations?
In this episode, Angelina Carleton talks with Marc Azoulay, a LPC, LAC, CGP, ACS in private practice in Boulder, Colorado, about toxic versus evolved masculinity and where it starts as well as when leaders are recruited to play out parental roles. Angelina also speaks with Marc on how to shift the house of cards that appear to be intense and unchangeable at first glance, to change both the mindset of the individual as well as the quality of their relationships. If you have ever considered designing an advisory council for your legacy, now is the time - tune in to hear how multiple voices of feedback can only strengthen your legacy planning.
If you're a founder or entrepreneur and aren’t sure what to do next, this episode is for you.
Explore the psychology services Marc has to offer at marc-azoulay.com.
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SUBMIT FOR A CHANCE TO SPEAK ON THE PODCAST: info@angelinacarleton.com
BOOK A SESSION TO BECOME A CLIENT: www.angelinacarleton.com/advisoryservices
FOLLOW US ON INSTAGRAM: Instagram.com/designurlegacy/
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email for inquiries: info@angelinacarleton.com
One of the inquiries we get asked the most at Legacy Planning© is “Can designing a Legacy work for me as a self-made entrepreneur even if my parents didn’t speak about it?” The short answer is: YES! And in this podcast episode, Angelina Carleton talks with Jeffrey Feldberg of Deep Wealth who admits that a legacy would have been a luxury like fine wine when he was growing up. Yet with his 9-figure liquidity event, Jeffrey has lived and experienced both the have's and have not's in his long journey where “failure” was his “best friend”.
With resilience greater than resources at times, Mr. Feldberg prevailed with his boot strapping education technology firm, Embanet, during its initial 13 years. In the development of his legacy, he’s had to rely on his persistence as well as mindfully choosing the 5 closest people to surround himself with to protect him from his blind spots. To hear how Jeffrey gives voice to defining and executing his legacy, tune in and enjoy!
If you're tired of only having a short term focus while feeling isolated when it comes to developing your legacy, today's conversation will inspire you with real-life insights. To learn more about Jeffrey, go to www.deepwealth.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com
Humans are set up for stories, not logic, in learning through the centuries. So designing your legacy may benefit from great stories for you to be able to look at your own power and if you even choose to use it.
From historic novels to modern movies, stories offer us a variety to characters to learn from. These characters teach us through their choices in how they leave something behind of value or how they learn to love themselves in their struggles. It’s never easy to have a backbone but without it, your legacy may never fully develop. Even fictional characters step into their own perfect storms through triggers from unhealed places, theirs or others, as well as facing projections put on to them.
In this conversation, Professor Lucinda Sage-Midgorden and I talk about the books Middlemarch: A Study of Provincial Life as well as Cloud Atlas. Then, we explore the movies of “Now, Voyager” (with Bette Davis), The Equalizer (with Denzel Washington), MoonNight (with Egyptian Gods/Goddesses), Thor (with Norse mythology), Clash of the Titans (with Greek mythology) and Captain America (with Chris Evans). Even Shakespeare’s plays can inspire you for your personal legacy!
Consider reading your favorite stories to your children, grandchildren or other’s kin. Then check out Lucinda’s Patreon channel at www.patreon.com/StoryPower and her book, The Space Between Time.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com
It’s just plain wrong family businesses bring so much to society and economies but rarely make it past the third generation.
Designing your legacy not only helps your family survive and thrive but family businesses in the broader picture of society as well. Yes, defining and developing your legacy matters because it not only helps with the idea of you but also the idea of your family's business. But how do you get there? In between being a “family first business" and a “business first family”, there’s much to learn and do. By the end of the advisory time though, your family legacy as well as family business could live on indefinitely compared to ending tragically. To hear how, tune in. Don’t let lack of knowledge, fear or apathy destroy your family as well as family business legacy!
Since 2010, Mr. Robert Ferguson has been an advisor to family businesses. Prior to his advisory role, Mr. Ferguson had a distinguished career in leadership – including ten (10) years as a Chief Executive Officer at two (2) different companies: One a public company with $300M in revenue, the other a family business with $100M in revenue where he successfully managed the restructuring and sale of the company. Mr. Ferguson has lead companies through 10x growth, turned struggling companies around, and has conducted more than $100M in acquisitions. Today, his company, Ferguson Alliance, is on a mission to increase the lifespan of family businesses. He believes that with the right foundation in place, businesses can live infinitely and include their legacy in their prosperity plan.
To learn more about Mr. Ferguson, visit https://ferguson-alliance.com.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email for inquiries: info@angelinacarleton.com
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
How do you operate in a crisis if you’ve never been taught? You may not think your legacy would be developed during times of crisis but these days, it just might be.
Retired US Army Colonel David Fivecoat has served as an aide to General Petraeus, worked at the Pentagon and lead teams up to 700 individuals. While his years of military service tested his mettle, his latest roles as a business owner and executive coach are pushing him beyond his comfort zones with his identity and new entrepreneurial risks. From past to future crisis, David shares how you too can thrive. One of his best practices?: “Take your coach to workday” so your coach can be most effective for you.
We also explore the year 2060 where David Fivecoat has executed his legacy plan through “backwards planning”. This military tool allows him to plan from his future vision and work backwards in years 2055, 2050, 2045, etc. His legacy hardcover coffee table book covers his impact on the world, leadership in times of crisis and what he learned in each decade to pass on to his beneficiaries.
To learn more about David, visit thefivecoatconsultinggroup.com.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
Your financial education may not have included a childhood piggy bank and you only have so much time to prepare in learning about the best moves for your financial legacy. That’s why it’s critical that we talk with an expert about their experiences so you can design your legacy for freedom, fulfillment and satisfaction.
In today’s coaching conversation, Angelina Carleton talks with David Rosell, a wealth manager who leans into prudent lessons endowed from his grandmother. They speak about the “Sequence of Diminishing Returns” and investing in alternative vehicles, like institutional investors, to secure your wealth. If you find yourself leaning into “This Time is Different” or walking into the traps of fear, lack and despair, you’re going to gain clarity from today’s legacy conversation.
Learn more about David’s business at www.davidrosell.com.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email for inquiries: info@angelinacarleton.com
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
As an entrepreneur, designing a legacy can come from a story of survival as well as wanting to change social perceptions. For the family business of John’s Crazy Socks, Mark and John Cronin not only turned obstacles into opportunities, they give back in everything they do.
With Mark’s Harvard education and John’s optimism, they are creating meaningful work for people of many abilities as well as a variety of socks. In this podcast episode, Angelina Carleton talks legacy with Mark and John, founders of the world’s largest sock company, about how they are defining, developing and executing their legacy with e-commerce as well as real life statistics. If your legacy plan needs some heartwarming inspiration, this conversation will put a smile on your face.
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At Legacy Planning(c), we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email for inquiries: info@angelinacarleton.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
Set alongside the trend that more of those with means are seeking ways to blend in travel and international experiences, the next gen’s desire for financial independence includes working abroad. Shlomo Freund is one such individual in this growing niche who designed how he will work in 30+ countries while he manages his investments from a laptop.
This DIY (Do It Yourself) way of life enables him to explore both main street and wall street to understand what is true and real in cross border exposure. As a financial coach in addition to an investor, Shlomo talks risk and reward from his detailed experiences and knowledge base.
Despite today’s volatile economic and geopolitical environment, Shlomo is an example of a "nextgen" who thinks, lives and plans more globally. In Shlomo’s legacy plan design, he is closer to his transactions with his focus on technology, digital finance, impact investing, ESG and other avenues of equity as well as capital.
Shlomo can be reached at: https://freefinancialself.com.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Many leaders do not know how to harness their intuition or survive psychic attacks from other people’s energies. Yet your ability to lean into your intuitive leadership to harmonize the spiritual, personal and practical creates new answers from the inside out. It’s only when you consider the benefits of both a physical and an enchanted board room, do you get to live with the present moment being a gift everyday.
In today’s legacy conversation, Angelina Carleton talks with Terry Wildemann, the Founder of Intuitive Leadership®. Freedom is Terry’s most powerful value given her experiences growing up watching how her extended family were treated in Cuba as well as in the US. Yet, for her legacy, Terry leans into compassion as she offers a home away from home for service members at the Naval Academy in Newport, Rhode Island. If you’ve been struggling on how to heal from the inside out, you’re going to love today’s legacy conversation.
To check out Terry’s latest book, visit https://amzn.to/3MAikeP
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com
You want to design your legacy to honor your role models, live up to your gifts and create positive shifts. But how exactly do you overcome ancestral trauma to not carry on personal pain, loss and suffering?
In today’s coaching conversation, Angelina Carleton talks with Ariana Friedlander, founder of Rosebella Consulting. She helps leaders navigate their relationships so all parties can find their sense of connection and belonging. Ariana is able to do this because she has learned how to be more compassionate with herself and thus, extend and teach that best practice of compassion. When we no longer have to hide parts of ourselves, we get to bring all of us to how we define, develop and execute our legacies.
If your legacy planning feels like a difficult conversation, this episode is all about understanding group dynamics and group think – especially when we find ourselves having to manage up in the presence of power dynamics. If your legacy is fueled by problems, today’s conversation will show you how to see that negativity as fertilizer to your freedom, fulfillment and satisfaction.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
As a business owner, it’s easy to forget about your faith and the importance of having God in your life. It’s also easy to make yourself the most significant priority or tear others down in trying to stand out, even when it doesn’t lead to fulfillment. So how can you include more prudence, temperance, justice and faith to not go down the path of narcissism to fill the void?
In this episode, Angelina Carleton talks with Joe Rockey, founder and podcaster of Father & Joe, a podcast series he shares with Priest Boniface Hicks. Father & Joe has recorded 250+ episodes in covering the struggles and successes of being close to God. Throughout the conversation, Joe talks about the connection between faith and legacy, in trying to better yourself, as well as the need to be called to something greater than yourself.
If your legacy planning is like your church attendance, it’s time to eliminate stress and not live on the edge. After today’s conversation, you will know why your spiritual walk matters in your legacy as well as how to sort criticism for a better spiritual, physical and mental life.
To listen to Joe’s podcast, Father & Joe, click on https://apple.co/3k6lafa.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
How To Design Your Legacy As A Small Business Owner
You started your business because you saw the imbalance of loyalties in the model of productivity and because what got us here won’t get us there. But how exactly do you inspire your employees so you can design a legacy with impact on the world, on the people in the organizations you serve as well as those closest to you?
In today's coaching conversation, Angelina Carleton talks with James Laws, Founder and Chief Executive Officer of Saturday Drive Inc. a company focused on talent and operating systems. His legacy is inspired by the generosity of his parents, who gave of their lives, in casting a vision and living an example. James shares the three questions he asks his teams and organizations to motivate them as he realizes the connection between people first leadership and life legacies. Instead of getting caught in “this is how it’s always been done”, we can change cultures through bringing positive energy to others as the new norm.
If your legacy is entrepreneurial, this episode is all about accountability and how our legacy can last beyond 1-2 generations when we make the right decisions based on values. While it’s not always obvious to get there, today’s conversation will show you how to build fulfilled teams so everyone realizes their expectations going in.
Learn more about James Laws at https://ciircles.com/info/
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
As entrepreneurs, it’s easy to forget how much art can contribute to our legacies because we are chasing profit. While art makes the commercial world come alive, many people do not know how to talk about it, let alone understand its value in our daily lives. In fact, over generations, artists had to rely on the emotional response from the marketplace to find its value.
In this episode, Angelina Carleton talks with Michaell Magrutsche, artist and author of “The Smart of Art”. Michaell has also been an Art Director and Art Curator. Throughout the conversation, Michaell shares his deep insights as to the connections between wisdom, brain development and the joy to be found in the human potential. Designing your legacy is like creating artwork, only grander in scale.
If your legacy is like an empty canvas, and needs to be aligned with your values, this conversation is all about understanding art as the language of wisdom and how wisdom is based on growth. After this podcast episode, you will learn how art benefits our well-being and how creating art is our shared human superpower.
Order Michaell Magrutsche’s books and art pieces at https://michaellm.com
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
Circumstances can limit and dictate how you create your lifestyle and business in a huge way. But what if your mindset could shift your results, experiences and ultimately, your legacy? As people react more than they think, we can turn that around with inspired action and enjoying oneself through life's challenges.
In today's coaching conversation, Angelina Carleton talks with Ken Attard, owner of Mindset Malta, a coaching business for entrepreneurs. Angelina dialogues with Ken about the three roots of all evil as well as practicing alchemy to bring fun back into your life and business.
If your mindset is tethered like a boat, this episode is all about creating new meaning through the superpower of your mindset. If you are eager to feel and think bigger than your assets and the materialism of this world to design a fulfilling legacy, this episode is for you!
Ken can be reached at www.thesuccessfulentrepreneurnow.com.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
Les Winston is Chairman of the Endow America Network Foundation, a 501c3 organization.
Mr. Lesley Winston works with private individuals, charitable organizations, and corporations designing and implementing sound, strategic financial solutions that ensure the minimization of taxes, while preserving and protecting assets and wealth. His focus is on creating Section 664 trusts for the benefit of his clients and the community.
Mr. Winston is a graduate of the University of Miami with a Bachelor's of Science in Biology. He holds the professional designations of Chartered Property and Casualty Underwriter, Accredited Advisor in Insurance in addition to the CAP (Chartered Advisor in Philanthropy).
Les is a member of the Financial Planning Association and is a founding member of International Association of Advisors in Philanthropy. He presently serves as Chairman of the national charity, Advisors in Philanthropy Foundation, and as President of the Aventura Sunny Isles Beach Chamber of Commerce.
Mr. Winston can be reached at: https://socialsecharity.org/
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
Are you considering art as a legacy or a legacy building tool, given all the images left to us throughout history?
How can artists explore their own voice in the vision of their legacy, given their influence on society and culture? If the artist in you is carrying internalized shame or you want to become a part of the evolution of what art could look like, this podcast episode covers the stakes artists face as well as how to live outside of "voluntary hard mode" . If you're struggling with seeing your art or yourself as valuable, its time to center into your values and well-being and not see your legacy as expendable.
In this coaching conversation, Angelina Carleton talks with Sarah DeGrave, a creative clarity coach and theatre artist. Angelina asks Sarah about how artists can rise above the financial instability, lack of support as well as industry treatment to define, develop and execute their own legacy.
Sarah can be reached at http://www.sarahdegrave.com/ and on IG at: https://www.instagram.com/sing_dance_repeat/
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Do you think of your legacy as a something that can help repair the world or a way to be an inspiration? If your legacy is for posterity, your legacy's value doubles immediately. And if you're considering a legacy book, where do you start and what do you need to know? At the heart of anyone’s legacy is a human heart beating.
In this conversation, Angelina Carleton speaks to Bruce Shutan, a ghostwriter and journalist who has written for over 120 publications. Angelina talks with Mr. Shutan on how to write about an individual's life legacy through the power of storytelling.
If your legacy is seen as an investment, this episode is all about cementing and documenting your life. If you are struggling to decide whether a legacy book would add to how you find meaning and purpose, this podcast episode will give you the answers you're looking for!
Learn more about Bruce Shutan at bruceshutan.com. Don't be a ghost in your own legacy!
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Mr. Shutan is a versatile journalist who has written for corporate entities and individuals over nearly four decades. He also ghostwrites independently published business books and memoirs.
He is a contributing journalist to One World Initiative, a nonprofit global public broadcast organization based in New York City that offers impactful programming on environmental protection, science, technology education, poverty, philanthropy and public affairs.
Shutan's extensive reporting on the American workplace dates back to 1985 and took shape with a specialty in B2B coverage of human-capital topics and showbiz sideline developed in 2000 when he began contributing to Variety – a must-read for entertainment industry insiders for more than a century.
In 2012, he ghostwrote “How I Discovered Tikkun Olam Through Philanthropy,” the memoirs of Canadian chartered accountant and Jewish philanthropist Leonard Cordes. Nearly a decade later, he ghostwrote his first business book, "Growing Ivy: How to Crack the Code on Elite College Admissions," for John Morganelli Jr. one of the only independent admissions consultants in the United States who has been an undergraduate Ivy League admissions director. It was a natural career move for Shutan, who became fascinated with life stories as a child while watching the original “Biography” TV series in the 1960s narrated by Mike Wallace. This discovery fueled his passion for journalism as well as the written word. When Shutan told Fox News anchor Chris Wallace after his keynote appearance at a 2015 conference in Washington, D.C., that his father inspired him to become a journalist, his immediate response with a wry smile was "me, too."
Shutan has been quoted about employee benefit trends in The Wall Street Journal’s interactive edition and syndicated radio program on work-life issues, Reuters and other media outlets. For 10 years, he was managing editor of Employee Benefit News before serving as conference program chairman of the national magazine’s Benefits Management Forum & Expo.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
So many learners feel stuck when it comes to today's educational resources. School after school, they keep wasting their talent as well as opportunities. No matter how hard they try, they find themselves in a rut of settling. When opportunity is limited, so too is self-esteem. How do you break out of this slippery slope so it doesn’t get worse for your future?
In this episode, Angelina Carleton talks with Berry Fowler, Chairman of the Fowler International Academy of Professional Coaching as well as the Fowler School of Business and Executive Coaching. Though Berry is a philanthropist today, he struggled while attending five colleges due to missing some basic reading skills.
If your legacy needs some inspiration, this coaching conversation is all about life enhancing decisions, or your strategies to overcome self-imposed roadblocks. If you are constantly face to face with resistance to get your dreams out of the valley, then today’s coaching conversation is for you.
Learn more about Fowler’s online academy at https://www.fiacoaching.com/
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Berry Fowler is an educator, entrepreneur and business development expert. During his career he has helped over 10,000 individuals to start and grow their businesses. Today, he's Chairman of Fowler International Academy of Professional Coaching as well as the Fowler School of Business and Executive Coaching.
Berry, a former classroom teacher, founded Sylvan® Learning Centers in 1979 which he grew from a concept to the nation’s most respected provider of supplemental education to school-age children. Berry’s educational and business development systems enabled Sylvan to help over 4,000,000 students to succeed.
In 1992, Berry acquired The Little Gym a child development company with 2 locations in the Pacific Northwest and created The Little Gym® International Inc. Since then, the company has grown to over 300 franchises operating in 28 countries.
Both Sylvan and The Little Gym have been ranked among the Top 100 Best Franchise Companies in the World by Entrepreneur Magazine.
In 2008, Berry founded Fowler International Academy of Professional Coaching which quickly became the world’s leader in providing life coach training and certification online. Since then, Berry and his team have trained and certified over 9,000 successful graduates worldwide. Now, through the Fowler Academy, Berry is continuing to set the highest standards in life coach training by providing his students with the next generation in professional coaching curriculum, more coaching tools than ever before and expanded support to his students and graduates.
In 2012, Berry created the Fowler School of Business and Executive Coaching to offer Business and Executive Coach training and certification to experienced individuals interested in earning their Certified Master Business Coaching and Certified Executive Leadership Coaching credentials.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Your legacy needs the most encouraging circle of support to serve your courage to grow ... beyond your comfort zone. But "will power" alone is not enough, and people often wonder how they can find the kernel of good in their own life’s toughest situations, especially when confidence is key to facing constant adversity.
In this episode, Angelina Carleton talks with Clint Arthur, live from Acapulco, Mexico. He is the Pulitzer Prize nominated storyteller with 30 screenplays, 10 books and 107 television appearances. Angelina talks with Clint about how he defines his legacy, how he has developed it over the years, who has influenced him, and how he is executing it today.
If your legacy feels like a yellow cab amongst many at the airport, this coaching conversation is all about inspiring you in how you can stand out as well as educating you with some hard truths about life. If you are struggling to invest in “who you are” more than “what you do”, this episode will provide you a path forward and some much-needed insights. Learn more about Clint Arthur at clintarthur.tv.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
As an inheritor within a multi-generational family, you are faced with societal perceptions as well as limited conversations around the taboo of talking about money. But even as a team of one, there’s only so much you can do to create a legacy for your future when not addressing the full range of emotions specific to the dynamics of affluence. So when it comes to your personal development within your privilege, how do you make space for these money conversations?
In this episode, Angelina Carleton talks with Dr. Jamie Traeger-Muney, founder of Wealth Legacy Group, about the emotional impact of wealth on inheritors, women, and couples. Jaime helps her clients solidify their values through sound governance structures, as she speaks to living an examined life around money. There can be a fluency on the subject on money compared to shame, embarrassment or hiding.
If you think of your legacy only within limited vocabulary and quantitative measurements of value, this coaching conversation is about expanding your language to have a nuanced awareness to your relationship to money. After listening, you will have a clearer idea of how your role with money can play into the trajectory of your legacy without having to carry on feelings of anger or disdain.
Learn more about Dr. Jamie Traeger-Muney and her latest research project at https://wealthlegacygroup.com.
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Based on research done with 4th generation family enterprises, Dr. Jamie Traeger-Muney co-authored "Social Impact in 100-Year Family Businesses: How Family Values Drive Sustainability through Philanthropy, Impact Investing, and CSR" as well as part of "Borrowed From Your Grandchildren". She is currently researching Financially Diverse couples, a subject that while becoming increasingly common has yet to be clinically studied.
Jamie has the distinction of being the first psychologist to be hired as an employee of a bank, to work with their clients (2007). She worked as a Family Wealth Consultant for Wells Fargo’s Family Wealth Group, a multi-family office platform serving families with $50 million and above in investable assets.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
As an entrepreneur, you’re committed to building great things … including your personal legacy, intangible and tangible. But when it comes to any aspect of intellectual property, yours or theirs, what are four things you need to know about business pre-nup’s, today’s algorithms with accidental infringement and understanding how much opinions are deemed protected speech?
In this episode, Angelina Carleton talks with Gordon P. Firemark, Esq. about how to start protecting your intellectual property with trademarks and copyrights and how best to get out ahead of any type of content published – whether that content is yours or that of critics.
If your legacy is in its development phase, consider this podcast a part of your survival guide. Go to https://firemark.com/ to learn more.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!
If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
Music touches and heals the heart. Dave Combs experienced commercial success as a recording artist starting in 1988. Then, the pandemic hit. In his value of empathy, he reached out to 45,000 assisted living care facilities to give his music as a gift so the residents would not feel isolated or depressed. Mr. Combs picked up the telephone and called the Activity Directors.
In this episode, Angelina Carleton talks with her cousin, Dave, about creating and leaving a legacy outside of just money. While Mr. Combs does serve on a few advisory boards and offers a scholarship fund, what he may be remembered most for was how he shared his music for other’s happiness. Turning other’s grief and loneliness into peace of mind with his 120 songs.
If you thought your life tragedies could not become your legacy, lean in and listen to this conversation.
Go to combsmusic.com for his book, with a forward by Jack Canfield (Chicken Soup For The Soul).
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
When it comes to designing your legacy and making it real in your daily life, do you feel like there’s more than limiting beliefs holding you back? Even if you have an interest to being all you can be, you might still feel pulled back, lost or without all of the pieces of information. Know you are not the only one who wonders “what else is there?” Too many people sabotage their fulfillment while they could be the intentional creator of their legacy. But in this “Designing Your Legacy” conversation, we want to you to open your mind to another possibility. My guest, Katische Haberfield, wants you to consider intuitive sound healing and past life regression as remedies.
Every legacy plan includes three stages: defining, developing, and executing. Do you know which stage you are at and if fear, apathy or past lives are holding you back? Unfortunately, more often than we care to admit, it's familiar for us to fall back into superficial attempts and not embrace the challenges we could commit to in purpose and passion. Thus, disappointing both ourselves and those who watch our example in role modeling what's possible.
In this 47th podcast of our series, Katische Haberfield shares how she found answers and now, offers this healing work to help individuals make sense of their life and find peace with their journey. She comes from a family business (3rd generation) as well as a corporate background.
To learn more, go to https://katische.com.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Stewardship as a next generation family member can feel like a dichotomy. You need a wealth building mentality and yet, you can be tempted to spend it in one generation (cue: shirt sleeves to shirt sleeves). That is why family culture must be invested into and throughout the years so the wealth from the first generation can be carried on with the following generations. If you are looking to create the family culture, the good news is there are positive examples and guiding principles.
Today's coaching guest found himself born into a family of some wealth (the Anheuser family of Budweiser beer fame). David McCary is the founder of McCary Anheuser Wealth Management, a registered investment advisory that helps clients with asset protection, estate planning, investment planning, debt management as well as disability, income and tax planning. In this episode, Angelina Carleton talks with Dave about behavioral finance, building blocks for the next generation’s and spending one’s life wisely. After all, if you can find your alignment with stewardship, you find confidence and self-esteem in creating your legacy with your talents and hobbies.
If you think of your legacy in the context of the Johnny Appleseed story, this coaching conversation will inspire you to consider starting today, planting seeds and the Rule of 7. Learn more about David McCary and the amazing work he's doing at www.mccary-anheuser-wealth.com.
Bio: Mr. McCary worked hard earning a BA in Economics from Middlebury College, an MBA in Finance from Dartmouth, and most recently his Certified Financial Planner designation. These credentials, combined with his 40+ years as an institutionally trained investment advisor and entrepreneur, have helped him bring a wealth management practice to his clients that can truly help them manage through their own personal and family wealth management struggles. When done well, his client’s lives can be significantly improved both now and for generations to come.
To further give back to his community, David also serves on three boards of directors and helps their investment committees oversee $100+ million in investments. The three Boards are: 1) The University of Hartford Art School Endowment; 2) The Connecticut Episcopal Bishops Fund; and 3) The Colt Family Bequest.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
How do you design a legacy, let alone a luxury residential or hospitality space, when starting from scratch in a new country and under pressure in 12 years? Cristiana Crin walks us through her journey of arriving in America from Romania in 2006 and how she built up her interior design practice to now work with billionaire clients. She shares her experiences of growing up on a farm, the years of struggle and sleeping four hours a night sometimes. Yet, her ability to create and improvise has earned her the trust of clients as she expands her business beyond just Chicago and London.
Ms. Crin also speaks to the hardest thing she has had to do when building her design business. Yet, she finds her inspiration from fashion shows, displays and art including Prada’s use of colors and lines in her pops of color for the “Wow element”, as well as Dolce and Gabbana’s use of flowers into her designs. She speaks to the stigma of being a woman still in the business world, though she leans on her capacity for patience. For her legacy, it is twofold – tune in to find out!
When you expand your business, it can bring new opportunities as well as unforeseen pressures. Yet, with GREAT coaching and other tools to assist your “forwarding of actions” as well as “deepening of learnings”, your personal development will rise to the vision and imagination of your legacy plan. Book your Discovery Session today at www.designurlegacy.com and unlock the potential within you to develop your legacy to include even those things that bring you happiness.
Ms. Crin's website and work can be found at: https://www.instagram.com/perpetuumdesigns/ https://www.perpetuumdesigns.com/
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Becoming The Woman Who Designs Her Legacy - Start By Claiming Your Birthright Now.
When it comes to your own personal legacy and experiencing actions in alignment to that, do you feel like you are up against historic as well as hidden obstacles? Even if you are educated and domicile in a forward-thinking culture, you might still wake up feeling unsupported, uninvited or with the imposter syndrome. Know that the experience is common through time zones and age demographics. Too many women give up on their own personal legacies before they even start. But in this “Designing Your Legacy” conversation with Andrea Hanson, we want to help you transform that. We want to assist you to become the woman who embraces the proactive creation of your legacy.
In this follow-up conversation with Andrea Hanson, we talk about the perceptions around femininity, “acting masculine” as well as survival circuits. While it may sound depressing, the absence of encouraging women in the deficit it creates can also be an invitation to become conscious about how often we speak support into the lives of women. You’ll find you are at choice when you can name, acknowledge and become aware of what is in your environment so that you can make conscious decisions on developing and executing a legacy that serves your values and happiness.
When you put yourself 'out there' in being authentically yourself, it can be a roller coaster ride of reactions even related to acceptance. Yet, with GREAT coaching and other tools to assist your “forwarding of actions” as well as “deepening of learnings”, your personal development can rise to the occasion of any written legacy plan in vision and concept. Book your Discovery Session today at www.designurlegacy.com and unlock the potential within you to define your legacy on your own terms.
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Andrea Hanson is a Neurobiological Breakthrough Specialist as well as a psychedelic breakthrough, complex trauma and addiction expert. She holds a Master’s degree in Educational Psychology. Her vision is to reshape the psychiatric and mental health fields while her mission is to heal global complex trauma, end hunger, oppression, inequality, and wars through facilitating neurobiological breakthroughs for leaders, artists, influencers, and innovators. She hopes that by bringing them to a state of optimization, they can tap into their creative genius when in a state of self-love, presence, and flow. Mrs. Hanson combines personal and professional experiences, the latest research in the neuroscience and psychology fields, and the wisdom of cultures throughout history as she serves clients. Find out more about Andrea Hanson's business at AndreaHansonPsych.net.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
When it comes to your own story of overcoming challenges for your legacy, how do you create that positive self-talk to shift how you view your life and reality? Ryan Rae Harbuck inspires us with her personal journey of rebuilding her life after a car accident at 16 that left her partially paralyzed. Ryan speaks candidly about the lessons from her coaches in that she was trained to win. This coaching helped her later on in life as she sets her own course in not giving into being limited by labels.
Ryan is set to publish her memoir in 2022. Visit her online at www.ryanraeharbuck.com.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
After Paris Hilton shocked the world with her documentary about residential treatment centers, what else is there to know when others are led to believe affluent teenagers are sent to 'some' boarding school? In what can be considered a “hush hush” shameful situation, these teenagers face shame and blame as they struggle with eating disorders or other “deep down” battles. But what if healing opportunities and remedies are available beyond the tool of “giving language to problems” in talk therapy? Andrea Hanson speaks about her neuroscience research in creating a path that led her to healing in the past 10+ years. What if there is more to know about the lower regions of our brain and our T-cells re: neurological development? Creating a personalized plan and guiding your healing is a key way to transform trauma into lifelong freedom, generating freedom for self-expression, fulfillment as well as your legacy.
Think of it this way: those who are traumatized will mitigate or adapt to make their environments as safe as possible. When many different parts of the brain get disrupted, it can scatter memories throughout time. On the outside, it can appear as self-sabotage, but what if it is the 5-year-old self getting their needs met? In today's coaching conversation, Angelina Carleton talks with Andrea Hanson, the founder behind AndreaHansonPsych.net, about how to end the bear traps around trauma. If you’ve faced childhood attachment disruption, whether it was due to a divorce or an unstable home, lean in and listen to this week's podcast!
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Let's start with the bad news. About half of today’s veterans are homeless and statistically, veterans pass away two years after they retire. But here's the good news! When you consider any of Tony Howard’s 11 solutions, you can overcome the challenges of anxiety and depression, no line between work and your inner world, repetitive negative thoughts in your head, familiarity of only succeeding in a team setting or fear of taking risks in a lack of confidence in your mission after the military.
This is what today's episode is all about. Our guest, Tony Howard, is an author to four book who had to face his own depression and anxiety after his 13-year US Navy term. Today, he is also the founder and Chief Executive Officer of Redefine Works. Mr. Howard studied business at the University of Phoenix and holds two master’s degrees from Argosy and Brandman Universities. In his “Designing Your Legacy” conversation with Angelina Carleton, he talks about how veterans need to take self-accountability as well as returning to the fundamentals. If you are a veteran struggling to get beyond survival thoughts, lean in and take notes, because today's conversation with Tony Howard is for you.
Mr. Howard is the author of: • Why Not You?: Discover Your Limiting Beliefs, Harness the Power of Community, and Live Life Beyond Boundaries • ACCOUNTABILITY AND YOUTH: How We Can Take Charge of Our Lives, Overcome Obstacles, and Become the Role Models Our Children Need • Redefine Works: Adapt to Changing Circumstances Through Personal Rebranding • The Next Step: A Guide to Help You Keep Going, No Matter What
https://www.amazon.com/Redefine-Works...
4:30 Give yourself time vs. going 100 mph in your military service 6:00 Eleven remedies introduced in meeting the seven main problems 18:45 Wizard of Oz and the yellow brick road metaphor re: focus 22:00 Following orders vs. writing your own order after your service 28:00 Challenge yourself ... after you've put your life on the line 31:13 Re-connecting with creativity through feedback, impact 33:30 What inspires Tony Howard ... as he gives grace to God 38:56 Treat your challenges as a story: Tony's swim test in the Navy
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
How can you set up nurturing workspaces at a time when the pandemic is disrupting everything, and you find yourself in a highly regulated industry? Failing start-up’s, national brands having to find their way in the dark and no past examples to pull from in how to navigate forward. Believe it or not, there’s a light at the end of the tunnel. That’s why we invited Pamela Moore, SVP -Content Strategy & Audience Engagement, of MJBiz Daily, to share her story about how she is leveraging her legacy vision in service to others in an industry that's bigger than the NFL and craft beers.
If you're feeling like you cannot have a direct impact on the culture around you, Pam's story of transparency and resilience will inspire and educate you.
Did you know MJBiz has their own podcast? Oh yes! Now you can enjoy more conversations from Pam's company anytime you like! Go to www.mjbizdaily.com and connect today!
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Family businesses - we hear you! You created an incredible business. Now you've accepted the next challenge! ... But you can't get full cooperation from all family members. And because the pressure is on your shoulders as the founder, or senior generation, you never get around to completing the family constitution and governance documents. To ensure the long term success of your family business, you must figure out how to get all members singing from the same song sheet in having something down on paper.
This week's guest, Maria Laura Musto, knows this subject all too well. Maria is a family business advisor with +20 years of experience, passionate for supporting families and family businesses in preserving and transferring wealth across generations harmoniously. Mrs. Musto, with VGV Corporate, has a passion for helping families better solve their family legacy issues.
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At Legacy Planning, we coach you to design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
What if giving brings up a variety of emotions and nuanced challenges? What if there is a way to not waste money in feeling good about donating to nonprofits and foundations?
Over the course of her career, Sybil Ackerman-Munson has devised strategies worth $45 million for large and small private foundations, individual donors and public charities. Sybil has served on numerous boards, task forces and stakeholder groups. She also knows what it’s like to be a grantee. She worked for over ten years at environmental nonprofits prior to her work as a foundation advisor. Mrs. Ackerman-Munson holds a J.D. from Lewis and Clark Law School, a Masters Degree from the Yale School of Forestry and Environmental Studies, as well as a B.S. from Scripps College.
As Sybil processes 200 proposals a year, she shares the four (4) steps to creating your “giving strategy” and how to give back well! She also offers mini courses on her website to assist others in their discovering what’s interesting to them so you too can “Do Your Good”.
4:40 Asking the right questions re: a non-profit’s or foundation’s vision 10:10 Connecting donors with non-profits and foundations 12:30 The top two emotions that come up when giving re: trends & scarcity 24:44 Giving in your lifetime and giving for your legacy (“legacy giving”) 26:00 Annual letter to yourself: Why have you given? (for the future) 30:00 Similarities and differences between giving now and giving later 35:00 Sustainer, campaigner, and launcher donors; project grants 42:00 A success story about the value of being clear: a family 45:32 Linking your comprehensive giving strategy into who you are 48:28 Sybil's core values expressed through her work, heart and life 49:37 Sybil's personal legacy and not needing her name to be known
To learn more about Mrs. Ackerman-Munson's business, visit: https://ackermanmunson.com/; https://www.linkedin.com/in/sybil-ack... https://www.instagram.com/doyourgood; and https://linkin.bio/doyourgood.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
What happens when you walk into the next phase of your life?
How well prepared will you be in embracing the change in lifestyle when retirement comes at any age?
And how does the "Legacy Conversation" relate to the "Money Conversation"?
Every individual wants to do everything they can to protect and enhance their retirement phase through education as well as inspiration. Radon Stancil shares key skills to keep peace of mind in your retirement, and even more than that, keep you transforming and thriving.
Enjoy this week's "Building Your Legacy" podcast with Radon Stancil!
2:42 The name of his business … Peace of Mind 5:05 Who am I… and what am I, after I retire? 9:39 What do you want retirement to look like for you? 12:11 The legacy conversation as it relates to the money conversation 15:50 Updating plans and beneficiaries list: annually 18:30 Best age to start social security, a will, a POA, an estate plan 21:01 Feelings of overwhelm, blind spots and the “hitting a deer” 25:22 The gig economy, Millennials and Generation Z, pandemics 28:30 Looking at all aspects of life, spiritual aspects, family, etc.
Radon Stancil, CFP, is a best-selling author and The Founder of Peace of Mind Wealth Management, a firm committed to helping individuals retire with excellence. As the Co-host of the ‘Secure Your Retirement’ show his insights have been featured in Forbes, Newsweek, Fox, ABC, NBC, and the Wall St Journal. With over 25 years of experience, Radon is an award-winning advisor who is highly sought after to work with executives, business owners, engineers, pharmaceutical professionals and more.
Radon’s father was 52 years old when he was born. Having an older father that was born during the great depression had a great impact on how he thinks. His father shared stories of what it was like to see a car for the first time and the privilege to have ice delivered to the house. Radon’s father instilled in him a work ethic and the understanding of the value to save for the future.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
How do you build a business and buy a house when you don’t have a down payment?
Eric Brotman from BFG Financial joins us today to share his life experiences in designing, developing and executing his personal legacy. He shares his experiences of using alternative methods for financing his first home, starting a business and creating wealth for multiple generations. His motto is “Don’t Retire, Graduate”. Graduate to a life of doing something you enjoy while getting paid for it. Graduate to the satisfaction of completing your life’s legacy!
Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners, all of whom enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.
Mr. Brotman holds a Bachelor of Arts degree from the University of Pennsylvania. He earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification in 1998, and completed his Master’s Degree in Financial Services (MSFS) at the American College in 2003. He is also an Accredited Estate Planner (AEP®), a Certified Private Wealth Advisor (CPWA®), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Senior Living (CASL), and a Retirement Income Certified Professional® (RICP®). Mr. Brotman is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.
Mr. Brotman is serving a four-year term on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of Governor Larry Hogan. He is a champion for financial literacy education, serving on the Business Advisory Council for the Comptroller of Maryland. He is a 2009 alumnus and former Chairman of the Board of Directors of Leadership Maryland. Additionally, Mr. Brotman serves on the Board of Trustees and is the Chairman of the University Advancement Committee at Stevenson University, where he previously served as an adjunct faculty member, teaching financial planning and investment planning courses to CFP® students. He is a 2006 alumnus and former board member of Leadership-Baltimore County, the Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and a member of the Baltimore Estate Planning Council.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Man is both animal and spirit. We can fall back into the animal instincts when surrounded by tribal fears and conflicts.
Ever wonder how you could handle conflict better?
Emerging leaders, especially introverts, can learn from Dr. Jerry Fu regarding navigating conflict.
There will always be conflicts between people, especially when there are cultural differences and misunderstandings. #culturalshortfalls
What stereotypes, biases and perceptions are doing to our ability to cooperate is just not right or fair. Yet, how we handle the conflict will determine the strength of our leadership and legacy.
• How well do you resolve conflict with others? • What skills do you use now to face conflict? • Do we as leaders consider our lack of confidence as a hinderance to navigating conflict?
We all stumble but through perseverance and knowledge, we can overcome conflict like Dr. Fu.
*Conflict resolution is an ACTION item.
It’s just plain wrong for emerging leaders to not have all the skills & tools they need when conflict is inevitable. But with Dr. Fu’s coaching, you will handle conflict easier.
Dr. Fu’s philosophy is when you master conflict, you leave a Legacy by design rather than by default.
Since 2012, Dr. Jerry Fu has led workshops and offers coaching sessions.
25:25 His own prescription to navigate conflict 31:00 Overcoming rejection: abundance mindset 34:00 What’s your hesitation costing you? Cell phone reminders … 35:25 Coaching as a positive mirror 37:00 Fortune does not last beyond three generations 42:00 When reality doesn’t shift for you 47:00 A combination of internal and external challenges 51:00 Perceptions around conflict: Can’t or Won’t? 1:00:25 What would you life look like w/o regret? #stonesoap 1:04:00 Respect, integrity, creativity and grit as values
In this words “Shame is great at making you do things but, not love those things. You do it to gain approval.” Yet, Dr. Fu had and has a positive role model who gave him a blueprint to rise above and to keep learning.
Let Dr. Fu write your prescription in navigating conflict!
He can be reached at: www.adaptingleaders.com
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Chancellor talks about building his legacy in this interview, his core values and how the influence of coaching has helped him execute his vision.
Chancellor 'Korleh' Jackson was born in Fulton County, Georgia (USA) to Native American parents in 1995, grew up in Smyrna, Georgia, and attended Stetson University. For nine years, he played football at the high school and collegiate levels. After graduating with a Bachelors Degree in Communication and Media Studies from Stetson University, Chancellor lived abroad in China from 2018-2019 to teach English.
Chancellor fell into writing after his traumatic experience of being arrested and detained in Beijing, China for 14 days. His first book, "14 Days in Beijing" has ranked #1 over fifteen times on Amazon in multiple genres. As a now "best selling author" with the 14 Days in Beijing series available at www.chancellorkjackson.com or Amazon.com, results have included:
- Amazon's 18x #1 Best Seller in American dramas and plays, Asian Dramas and Plays, United States dramas and plays, Teen and Young adult autobiography ebooks, Teen and Young adult 45 minute reads, 1 Hour reads for Teen and Young adults, Children’s plays/skits/musicals, and more;
- Ranked #76 on Amazon’s top 100 best sellers before debut.
"Dream work makes the team work." -Chancellor K. Jackson
2:05 Accountability and discipline from his coaches 5:00 April 4 -14, 2019 - 14 days in a Beijing prison 15:15 Left to his imagination … to teach English 19:17 Fear is imaginary … even when strapped to a chair 25:25 Spiritual reassurance on his 13th night 28:31 The success of his book in 15 categories as a bestseller 33:53 Football like chess in how his coaches trained him 36:36 Finishing what he starts 41:52 Society is not creating leaders and frontrunners 48:51 A legacy to enlighten and encourage others 58:55 Broaden your level of horizons & understanding 1:04:00 Deep breath, a favorite track
In addition to writing his next books, he works part time as a "Defensive Back Coach" for Wheeler High School in Marietta, Georgia. Follow Chancellor on Instagram & Twitter: @korlehj He is also on LinkedIn.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Trish Tonaj is doing extraordinary things in bringing joy & opportunities to others.
In a time when an entrepreneur’s book is now their business card or calling card, Trish has published two books and is now expressing herself through her outdoor art pieces.
After helping others shine through her marketing roles, Trish is now thinking about her legacy in the journey she has lived and will continue to live now in her 60’s. She realizes others are watching her and other’s journeys, in how real-life examples and stories can affect us for the better.
11:06 No manual for entrepreneurial success; 13:45 Empathizing is a “skill” to be there for others; 15:50 Why have you decided to be an entrepreneur? 16:47 What if failure takes us to our next success? 21:33 What is the journey, when we are not invincible? 24:39 How we respond sets us up for the future 37: 00 Advice for the next generation: reach out 40:00 What and who inspires Trish these days 52:32 Problems happen everywhere vs. self-imposed borders
Our legacy only finishes when we are no longer here.
Trish Tonaj can be reached at: trish@trishtonaj.com Author~Artist~Founder/Host ShareYourStories.online Phaze2inc./Share Your Story with us: https://bit.ly/2S0eMbb Keepin’ It Real - YouTube: https://bit.ly/2KLRyCb Business Mentorship Podcast Series: https://bit.ly/36sLsRb
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
What if competition maintains the standard compared to encouraging excellence?
Noah Healy’s tagline is “Better Markets for a Wealthier World”.
Driven by his values around learning, truth, functional integrity and well-being, Noah has developed a superior commodity market design “platform” that would benefit buyers, sellers as well as forecasters.
The platform’s intention would be to make production more profitable and economies stronger.
In the commodity’s space where oats alone are a $2B market, Mr. Healy would like to upgrade capitalism by mitigating losses. With his platform, the value comes from shrinking the middle and the rewarding of honesty.
In this “Legacy Series” conversation, Mr. Healy and I talk about historic and current events, breaking into a market controlled by the CME (Chicago Mercantile Exchange), benchmarks and his platform that drops costs for all participants.
Noah is a graduate of the University Of Virginia and his favorite movie is Star Wars.
He is currently pursuing the international patents needed for the 172 nations at $2-$3m as well as strategic alliances.
Bottom line: His platform would cost less due to lower transaction costs.
For inquiries: https://www.linkedin.com/in/noah-healy/; noahphealy@yahoo.com
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Silvana Mariel Munoz believes we are in this world to leave a legacy.
The byproduct of your life could be economic, philanthropic, behavioral, inspirational, or a continuation of your heritage. Silvana references the Arab proverb that it needs to be “Good for Me, Good for You, Good for Everyone”.
In her words, Ms. Munoz states: “Everyone has a story to go beyond and share to the world, everyone has a purpose and mission that gives sense to life, everyone has a soul message for others to hear as a gift, so … everyone has a legacy to leave, even while we are still in this world… not just after our death.”
Whereas an inheritance is more about the tangibles of economic assets, properties, business and patrimonial wealth, she states that a legacy is more about the intangibles of reputation, the respect of a family name, skills, talents, relationships and trust, as well as how and what resources we use to invest.
Sometimes a recipient or beneficiary can feel their legacy to be the karma of heavy luggage being placed on their shoulders; yet, there may be a hidden legacy that the next generations, especially with family businesses, need to discover.
In the words of “legados … dejando huellas”, Silvana asks ‘how can your life’s footprints make you personally happy and create win/win solutions for others’? For Ms. Munoz, she thinks of her legacy as a contribution and an intentional gift with impact. The time she dedicated to others to craft a customized gift is the essence of her “legados dejando huellas” with all of her professional and personal activities.
Silvana plans to live her legacy coherently in the reflection of the words she chooses and in the details of her days. As an advisor to family businesses, she also hopes to encourage the successors to go beyond their own frontiers and their own minds.
2:47 Understanding the distinctions around legacies 9:55 Working on our own legacy 13:20 Being devoted to our legacies ... a gift of time 15:47 Legados Dejuando Huellas 18:44 A legacy ... on the skin 24:04 Every legacy is a recipe & a paradigm 25:11 The way of thinking, being & doing is a legacy, too 28:50 When to neutralize (as a remedy) 31:25 Feeling our legacy in a deeper way (economic, business, etc) 36:30 The 4 legs of the table: living the words 39:50 Collaborating with universities, family offices, congresses, conferences, etc.
Silvana is the Founder, Director & CEO of Family Business Global Movement (FBGM) as well as multicultural Executive Family Business Coach/Mentor. She speaks Spanish, French, Italian, Arabic and English.
She can be reached at info@fambizbeyondtheworld.com as well as on Twitter at @silvanamarielmz. Instagram: @familybusinessglobalmovement
We hope you enjoy this Legacy Conversation - be sure to "like", "share" and "subscribe".
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Rob Cook is a CPA and CFP fiduciary financial advisor who looks and plans beyond traditional financial planning with his clients at CapTrust. He believes that when thinking and planning for your wealth, the dialogue should include the purpose for our money as well as the legacy you are creating for your family and community. Rob also holds a core value around achieving success without sacrificing life balance and family on his path to affluence.
4:20 Willful ignorance 7:02 Money as a tool vs. spending our time 11:46 Sobering conversations with very smart people 16:30 When the tsunami comes … 17:30 Own your financial knowledge 19:30 What outlives your money (Rob’s defn) 21:00 Stipulations: Find a true friend, etc. 25:00 Hurt around legacy conversations that comes up 30:24 Exploiting the edges – stacking positive actions 36:12 Best practice of “stillness” for your legacy planning 42:36 Second best practice of celebrating 50:29 Fear as a part of our instrument panel 52:25 Accountability to another party and God 57:59 Proverbs 3: 5-6
To reach Rob: Email him at rob@contenderswanted.com - he is also on LinkedIn and Facebook.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
"Every strategy brings change." - Alex Brueckmann
Shaping the future of how the entrepreneur approaches strategy – this is the vision of Alex Breuckmann. At the heart of his mission is his goal to empower leaders through his framework.
Mr. Brueckmann is a global strategist, board advisor, and executive coach. He has degrees from EBS University in Germany and Universidad ORT in Uruguay as well as certificates from INSEAD in France and Harvard Business School in the USA.
2:22 How best to define strategy 4:48 The strategy of German brand Porshe 7:09 Hands on processes that deliver results 10:27 Age of the stakeholder 12:33 Board(s) of Directors have influence 14:40 Intentional strategy: How we impact others 16:30 Less "I" and "now" and more "we" and "then" 18:00 Three levels and the ripple effect (top 100 co's) 20:31 Making visions measurable by identifying elements 25:43 What would your kids say? Would they be proud? 28:09 The Golden Cage: Growth or a Decline? 30:00 Eye-level partnerships are the basis of trust 35:00 Toolkits and checklists on his website 36:08 Diamond values are hard to alter 38:47 An aligned plan for an aligned future 42:45 Moved by the right things vs. the shiny objects 45:55 Have fun building the future you want
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Kawsar Koodaruth is the Director and a Certified Practitioner at Life Choices Reprogramming & Management. She is also a registered member of the International Council of Psychotherapists. She studied at the London School of International Business and earned her diploma in Health & Social Care Management. Kawsar also holds a Bachelors in Psychology from the University of South Africa.
Both individuals and companies retain her coaching services to create the best environments for wellness as well as efficiency. She specializes in RTT, Rapid Transformation Technique/Theraphy, and assists clients with building new constructive beliefs in empowering their best selves.
Kawsar joins us today from Nouvelle Decouverte, Moka, Mauritius.
10:47: Developing your new beliefs 11:55: Huge transformations are possible 13:19: The human subconscious is 100x more powerful 15:16: Blocked emotions 19:00: Accountability to ensure the transition 22:55: Create the structure, create your future 26:00: Clients begin to glow & impact others 36:00: Coaching & RTT is not "copy & paste" 38:00: Your mind responds to pictures & words 40:00: Learn to praise yourself as a habit 42:30: Kawsar's three favorite words 43:30: Her personal legacy vision spoken 46:00: Surrounded by the best coaches & guides
Bottom Line: When you improve your beliefs, you better create your legacy.
Be sure to "like", "subscribe" and share with your friends and family.
The video version can be found at: https://www.youtube.com/watch?v=f5J3oWwHBpI
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
You can't beat somebody that never quits." - Babe Ruth
Buck N' Bass - A premium brand and product.
Tagline: Built for Bass.
Will George is a 42 year old self-made entrepreneur. He is the Founder and CEO of BUCK N’ BASS, INC., a fishing and hunting technical outerwear brand that was created in 2015. BUCK N’ BASS is the industry leader for technical outerwear currently focused on the bass fishing market.
Follow Buck N' Bass on Instagram at https://www.instagram.com/bucknbass/
To learn more about Will, please visit https://bucknbass.com/
To view their YouTube channel, visit: https://www.youtube.com/channel/UCHsp...
01:18 – Will's Inspiration in beginning his legacy vision 02:48 – Belief and self confidence in himself 04:21 – Created from ground up & giving respect 07:30 – His value around excellence: NASA zippers 9:13 – Enabling and empowering others 11:16 – No governing body & his business promise(s) 13:00 – Defining his legacy through drive & his desire to win 15:40 – Don't let them outwork you 16:50 - His personal definition of legacy given the landscape 18:25 - His company philosophy given the naysayers 21:18 - Focusing on his targets / higher level of self awareness 24:44 - His values around love: loving to build & create 26:28 - Executing his legacy: Surrounding himself with the best 28:36 - Take the shot even if you miss 30:24 - You can only be the first man on the Moon once 33:43 - Get to work!
Be sure to "like", "subscribe" and share with your friends and family.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Storms come, they always do. But they pass at some point.
Yet the damage they can leave can last for generations and become anchored into family legacies as well as individual identities. We cannot change anything until we become conscious what choices are available to us. Therefore, we are bringing Toby Cowern back for a second conversation to present his 5 strategic R’s.
Many worlds are affected by tragedy at some point and what I mean by worlds are the various niche cultures from family owned businesses, whom are tested over generations in shirt sleeves to shirt sleeves, to corporate executives as well as regular civilians – the intention is to have this list of 5 R’s serve as one credible action plan in various scenarios in bringing it to life. We hope this discussion both educates as well as inspires you in hope.
The 5 R’s offer you the power of choice. It is important to have counter narratives so we know others have gone before us in challenging times and prospered. Changing our thinking can change our lives and thus, our legacies.
Reduce, Repair, Rebuild, Re-role/Retire and Relocate:
3:50 Reduce: What do you do when you are challenged or undermined in your worldview when the evidence is contrary? What tools and soft skills give us the ability to overcome trauma?
22:22 Repair: From relationship building to repairing, the pandemic caused strain in families in who could argue over who wore masks and who didn’t, who got written out of wills based on their emotional governance, and which relationships were maintained? This “R” refers interpersonal skills, empathy, active listening, reasoning and understanding of other people as well as being/staying motivated to do what is necessary. When is staying silent or forgiving another a superpower compared to getting your dog in the fight? How much do we allow resentment to govern our existence or our legacies? How can the elderly be encouraged to come forward in their presence and skill sets as super powers as intermediaries?
41:11 Rebuild: This R includes psychological rebuilding in how able are you to rebuild mentally? Rebuilding may not mean you build exactly as you did before, when your worldview has now changed and you have a new way of looking at things. With any crisis, when do you choose to engage in new habits, social circles and other influences – to embark on a transformative journey in growing your mindset?
53:30 Re-role/retire: In the menu of choices and ownership, invest in the best advice to do the inner and outer work for your legacy. A variety of advisors can see blind spots and angles you will miss based on their experiences or to pre-empt new actions in foresight. If finances are a limitation, leverage the resources and network you have in the tenacity of exhausting all options.
1:09:30 Relocate.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Nelson Cury Filho is the founder of the Brazilian Family Business Forum-FBFE, owner of Cedar Tree Family Business Advisors and partner at Consilium Family Office Advisors. A specialist in Family Governance, he does a unique job with business families on the importance of training and developing heirs, successors, shareholders and members of family businesses across Brazil.
Follow Nelson on Instagram at https://www.instagram.com/nelsoncuryfilho/
To learn more about Nelson, please visit http://cedartree.com.br/.
To reach Nelson, email him at nelsoncury@fbfe.com.br
01:15 – Nelson’s experience with governance 02:50 – Narcissistic leadership in 21st century organizations 04:00 – Impact of narcissists on heirs 07:00 – Mortality of family business founders 10:13 – Reality distortion and narcissistic traits 14:00 – Internal and external remedies 18:00 – Family dynamics: Dealing with differences 23:00 – Self esteem and one’s real dreams 28:00 – What can keep leaders grounded 33:21 – What the women in family businesses can bring 39:00 – Looking at his own values for family legacy 43:00 – A well-rounded education to build legacies 53:48 – Powerful closing question
Be sure to "like", "subscribe" and share with your friends and family.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
While only 3% of MBA applicants retain a consultant to prepare them for the interview, their success rates far exceed the 97% who will have no idea of what they will encounter?
Mateo Chang has a specialty skill that allows a higher success rate for those who access his resources and coaching.
He is an MBA Admissions Consultant as well as a Branding and Business Strategist. In the MBA niche, he walks students through their application journey and prepares them for the final stretch of the process, the MBA interview. He has a full and free online interview prep course, “Crushing Your MBA Interview”, for all MBA hopefuls on his website: www.mateochang.com/mbaprep.
On the branding and business strategy side, Mateo helps companies either make their transition into the digital market and/or improve their online connections and conversions with their clients. His firm also includes client-services such as web/app development, content production, and marketing setup. Currently, he serves on the Board of Advisors to two mid-sized companies, as he nears the launch of two of his own startups.
In this Legacy Conversation, Mateo shares his insights, insider knowledge and clues on what MBA school are looking for in their final candidate interviews. These business schools include Harvard, Columbia, Stanford and MIT. How much do the soft skills and emotional intelligence matter in the application process?
What is the benefit, or return on investment, of increased self-awareness? What new doors can be opened or opportunities tailored with more self-knowledge?
How does one find more of their identity in discovering what more they can bring to the table or their impact they can bring with their legacy?
How can an MBA consultant help you to best present yourself in a forty (40) minute interview?
In showcasing your best self in an interview, do you lead with your people skills or technical knowledge?
In the hidden secrets of what works in an MBA interview, Mr. Chang shares one of the most powerful tips to leave a lasting impression.
Mr. Chang also expresses his thoughts about the impact robots, artificial intelligence and algorithms have on human interactions and emotional processing.
For his personal legacy, Mateo is lead by this value of gratitude in realizing each day offers him a chance to have an impact. Mr. Chang shares his belief that humans’ ability to create something from nothing gives them purpose and significantly sets man/woman above artificial intelligence.
https://www.instagram.com/mateo.chang/
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
The universe is full of patterns. When we recognize them, life and building our legacy become easier.
Lydia Mandell is an Intuitive Breathwork & Embodiment Coach and Spiritual Teacher who guides people through life’s transitions, helps them land on their feet, and feel fully embodied. Lydia brings 20+ years of experience as a Licensed Counselor and Registered Board Certified Art Therapist, and teacher to her coaching and healing work. Mrs. Mandell’s training and experience led her to connections to the wisdom our body has to offer us and she passes that wisdom on to her clients. She is interested in how uncovering birth stories helps people to recognize their most stubborn patterns to work through them.
The three keys to unlocking you birth story are: 1. Learning your birth story; 2. Recognizing how patterns from your birth story play out currently in your life; and 3, Using breath-work and affirmations to change the behaviors.
When you feel safe, you can grow -- compared to deflect negativity.
You can also show up better as a leader.
In this informative conversation, we explore pre-verbal memories and how "renewal breathing" can create space to rewrite your birth story.
Mrs. Mandell can be reached at: Website: http://www.lydiamandell.com/ Facebook business page: https://www.facebook.com/lydiamandell... Facebook group: https://bit.ly/Embodyourfirecommunity Instagram: https://www.instagram.com/lydiamandell/ LinkedIn: https://www.linkedin.com/in/lydia-man...
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Andres Ospina, Managing Director of Family Office Club, introduces the viewers and listeners to the concept of a "family office” and highlights the features family offices offer. Family legacies will be best protected when the next generations understand the history and hard work behind the business that created the wealth.
He shares the difference in generational heritage that seeks to instill pride into the nextgen's in their last name and bloodline whereas "new wealth" faces new tax challenges.
Many individuals would like to be acknowledged and remembered. Andres highlights the key question to ask of “what type of legacy do they want to leave behind?” For many families and individuals of affluence, they prioritize the values of family (human capital) as well as wealth preservation.
For coaches and advisors, Mr. Ospina emphasizes the importance of being in partnership with these family’s legacy visions, so their future legacy aligns with past successes. One area of service coaches and advisors can provide includes the creation of a mission statement that bring all generations of family members together, united in inspiration.
When the two areas of family and business entangle, friction can increase exponentially. For this niche of society, family business members and those of affluence face additional hurdles - they need to maintain a public face while having to navigate difficult conversations.
Obviously an individual or family worth $200M has unique needs, challenges and dynamics, compared to $2M.
For Andres, his personal legacy involves sharing spiritual lessons connected to business. He would like to bring more peace to the world by putting diverse situations into perspective.
He expresses how valuable it is when we can admit we do not understand the person sitting across from us – this level of honesty pushes us to ask better quality questions. Salesmanship is understanding another human being in their problems and challenges.
In defining, developing and executing his legacy, Mr. Ospina honors his values around: • acknowledgement (a form of love and respect); • curiosity in learning with an open mind; • humility (in suppressing his ego when learning); • keeping an open mind as he takes new risks; and • living outside of his comfort zone.
He closes this Legacy interview by asking coaches and advisors to learn to speak the language of money, wealth and capital so to meet affluent individuals and families where they are at – for legacy planning. Andres challenges coaches and advisors to get more comfortable around talking about money and one's relationship with money so to better analyze client needs with a finance focus.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
The common misconception is the latest generation is lazy. Yet, stay tuned for the perspectives of a young, ambitious member of Generation Z.
*Young people are changing culture, the business landscape and what is possible for the future.
Megan would like to have a legacy defined by “character of strength” so that she can positively impact others in how she is in service to them.
Today, she faces the following obstacles of: -Being the youngest female in a business setting and feeling she needs to step aside compared to accepting she has earned her place; -Peer pressure and friends who understand she is dedicated to her profession; -Learning to speak with confidence; -Transforming the language of apologies into “thank you’s instead”; -Turning insecurities into super powers; and -Not being fully trained in all aspects as an entrepreneurial.
Yet, Megan leans into her values of: Fearlessness in the legacy she is building; Pride in her work when she brings her creativity; Character; and Courage.
She is inspired by the selflessness of leaders who are already successful and choose to build a better world. She hopes to better other people by bettering herself.
She lives by the motto of “We never take short cuts. Always strive to be creative.”
Megan leans into the tools of visualization, meditation and affirmations to develop her legacy vision. She is purposeful about her use of visualization by seeing herself grow in the version of herself she wants to see.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
What if the information from your "Inside Team" needs to be expressed for better partnerships, relationships and ... ultimately, your legacy?
Cynthia Loy Darst is a Certified Professional Co-Active Coach, a Certified Relationship & Systems Coach and one of the first eight to receive the designation of Master Certified Coach (MCC) from the International Coach Federation in 1998. She is also a Senior Course Leader for both The Co-Active Training Institute and CRR Global (The Center for Right Relationship). Cynthia was a founding member of the International Coach Federation, and has served as President of ACTO (The Assoc. of Coach Training Organizations).
Mrs. Darst is the Author of Meet Your Inside Team – How To Turn Internal Conflict Into Clarity and Move Forward With Your Life. Her book is required reading for the EMBA program at Loyola Marymount University where she is a frequent guest speaker. Check out her TEDx Talk: Safe Inside Yourself.
Cynthia personally defines legacy as the “lasting impact” she has had and will have with others she has helped to grow, mentor and coach over the years.
She speaks to the vulnerability when one is out in the world, and asks “how do you hold both the praise (acceptance) as well as the rejection?”
Why does the subject of legacy matter to her? It’s personally important because she stands on the shoulders of giants who have given her foundation around ideas to formulate more creativity and thoughts to build on what they began.
In defining, developing and executing her legacy, Mrs. Darst thought she needed to know where she was going but it turned out the adventurous journey rewarded her with knowledge and unexpected open doors. She credits her luck to “being open to influence” as she has allowed her curiosity to develop her legacy.
Now that Cynthia feels safe within herself, she can create her legacy without it needing to be a certain way. She asks the “inside team” in each of her clients what it is these players are trying to reveal in their 2% of truth? Though it is counter cultural, this is this coaching tool for breakthroughs.
Cynthia brings in the concept of introjecting as it relates to bullying or the next-gen’s response to “command & control” styles in business and management. In her words, “it’s a different ballgame today” as relationships are being acknowledged for their role within private and public companies.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Can respect, curiosity and actualized leadership shift your legacy?
How do we measure money compared to value, and what is the difference?
Today, we are pleased to invite Dov Baron, the Dragonist, to our “Legacy Series” conversation. Mr. Baron speaks about his perspective of how dragons protect what is most valuable to them while having their hearts fully exposed; dragons stand up for their principles and are consistently self-examining.
With 30 years of coaching and advisory experience, Dov makes distinctions in the differences between values and maxims in knowing what we are operating out of.
Mr. Baron also explores the worst advice leaders are given as well as the three (3) most dangerous words, then offers his best advice as a remedy. Dov states great coaches can call their clients out on their choices and behavior, while having their back because they care.
Dov grew up admiring the concept of the American Dream. Now, he looks around and extends a challenge to leaders to commit themselves to conscious compassionate capitalism.
While cognitive diversity makes him smarter, he blows through the concept of an “open door” policy; “barriers of power” cause individuals to protect dysfunction and perpetuate their own powerlessness.
Mr. Baron states the power differentials destroy the truth in the ‘sub-cultures’ creating the ‘culture’. Or in his direct question: what is the precious lie you tell?
Or in his insight of how people can give themselves permission to not grow up, in avoiding each opportunity to get honest about their environment or levels of denial.
When leaders commit to doing the inner work, they can trust themselves to be more hands on in aligning and honoring their values.
In developing other’s legacies, he emphasizes the power is with three groups that have an opportunity to create the future. Tune in to this engaging chat as Dov shares his top values, what legacy means to him and the connection to actualized leadership.
No matter your income level, whether you live in the extremes of society or the middle class, we hope these insights inspire you to define, develop and execute your legacy.
To reach Dov, go to www.dovbaron.com or, email admin@dovbaron.com.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
It’s just not right how some existing businesses run, where profits are more valued than people.
What if instead of ignoring and turning a blind eye to a “dog eat dog” corporate culture, we instead talked about solutions and a different business model?
In this "Legacy Series" conversation, I chat with my dear friend Shirley Chock. Shirley was raised in a family business and graduated with her Bachelor's of Arts in Economics from the University of Chicago. She enjoyed a 20 year career in finance and administration, including a short work life at Goldman Sachs in Hong Kong.
During this time, she also began training under Grandmaster Aiping Cheng and in 2006, became the U.S. Women’s Tai Chi National Champion. Over the course of her career, Shirley realized her Tai Chi training was instrumental in helping her manage workplace stress, conflicts as well as associates.
In 2012, she was named “Working Mother Magazine’s Working Mother of the Year for Yale University”. In 2017, Shirley became the owner of Aiping Tai Chi Center, southern Connecticut’s largest Tai Chi school established in 1996 by her mentor.
She is speaking today in the capacity of one who trains women around stress and conflict management. She is also a Certified Corporate Wellness Specialist. Mrs. Chock's perspective is that of a Tai Chi martial artist as it relates to redirecting force, momentum and energy.
What I hope the viewers will learn is/are remedies to increase the health of any corporate culture, its employees, shareholders and all related parties so that "all" individual legacies can be defined, developed and executed.
We talk about the concept of “fairness”, identifying ‘allies’, what makes a group gel together as a team compared to when a woman feels she has to prove her “worth”, recognizing the cycle of chasing other’s approval while disappearing from one’s own soul, the importance of a healthy corporate culture as an environment to grow, the realities of this world, how corporate cultures can be changed by the work force and how the element of water can be strong enough to break down walls.
About 50 minutes in, Shirley suggests how companies and brands can create legacies by also growing with the times, as the next generations expect their corporations and institutions to be socially responsible.
About 54 minutes in, Mrs. Chock highlights how endowment donors, shareholders and investors are also paying more attention now to where they give their financial resources to as Generations X, Y and Z are watching more closely.
The links to the articles about two American women: https://www.huffpost.com/entry/sexual-harassment-ernst-young-arbitration-bill_n_5d371887e4b004b6adb65597 https://globalpropertyinc.com/2019/03/27/jlls-corrupt-culture-enabled-securities-fraud-sexual-harassment-broker-alleges-in-lawsuit/
Website: https://www.aiping-taichi.com
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Have you ever wanted to share what you know - about your legacy - but had to come to peace with the risks?
Like the adventure of Professor Langdon in the movie, The DaVinci Code, author Karl Neville found himself similarly on a quest and being shot at. Here to share his knowledge and the research he’s acquired in the past 35 years, to empower others, is Karl himself who will dive deeper into these subjects.
*Disclaimer: This following legacy conversation may include controversial topics.
In this in-depth dialogue, Mr. Neville and I discuss his three latest books [The Genesis Code, Finding Camelot and Under The Dome] that focus on meta-physics, geo-magnetics, the Spear of Destiny, the 13th sign of the Zodiac as well as how prayer raises energy.
Mr. Neville found himself with four obstacles: • A recent heart attack as of last September 2020; • Other’s perceptions based on social and generational conditioning; • The courage to stand by his beliefs re: sensitive topics in going against the grain; • Overcoming the agreed upon narrative – it is Karl’s belief humanity has the right to know.
Karl decided it is the perfect time in his life to pass his knowledge forward. He is a member of the Knights Templar.
If and when a niche of society will open their minds to an alternative narrative, Karl invites you into his legacy in order to make your legacy better.
Karl’s vision is to share what he has learned and discovered, as well as what has been passed to him; thus, his published books will be of service one day when he is no longer here. Next week, Karl will execute his next quest to further build out his legacy.
In developing his legacy curation, Karl has been on a journey of self reflection, self growth as well as garnering self knowledge. Karl gets to avoid regrets by releasing his knowledge at this opportune moment.
The links to Karl’s latest books can be found on Amazon and are enclosed herein:
https://www.amazon.com/Genesis-Code-Karl-Neville-ebook/dp/B07NLLL7LV/ref=sr_1_1?dchild=1&keywords=genesis+code+neville&qid=1624562000&sr=8-1
https://www.amazon.com/Finding-Camelot-Karl-Neville-ebook/dp/B08QM6JVDJ/ref=sr_1_1?dchild=1&keywords=finding+camelot+neville&qid=1624495953&sr=8-1
https://www.amazon.com/Under-Dome-Karl-Neville-ebook/dp/B095MBNPHJ/ref=sr_1_1?dchild=1&keywords=under+the+dome+neville&qid=1624495988&sr=8-1
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
What can we learn from a former member of the Royal Marines about crisis preparation in a 7 pillar structure or framework?
Once upon a time, when the pandemic first arrived, many individuals went into panic mode & the affluent retreated to their country homes...
Though alcohol & home gym equipment sales increased, people also realized how quick the landscape could change & how unprepared they were.
Reactions included feelings of fear in one's awareness of the lack of survival knowledge.
What can be familiar to one individual can be completely unfamiliar to the next, as each person's world are different. For each type of environment, there is a unique skill set required to succeed that is 2nd nature to that individual but not another.
- Water
- Food
- Fire
- Shelter
- Signaling/Comm
- Hygiene/Medical
- Personal Safety
Toby emphasizes the focus on survival psychology in building your resilience in terms of your time and effort. Mr. Cowern believes developing your mindset is equal to acquiring the equipment. He also highlights having the will to live or something to look forward to.
Individuals are fine until or when the fear kicks in, because when that state of mind (adrenal dump) is induced, people can shut down from logical thinking. When we can de-escalate our own fears, it is easier to de-escalate other’s panic energies known as re-calibration methods. Yet, Toby points out how we are better when we can address and overcome any self-delusion to how we might act when the stress (“chemical hijacking”) does arrive.
We talk about the super power of “breath work”, a default tool from trauma recovery as well as ancient knowledge we are becoming more aware of.
We also discuss hate, villains and the playbooks on populations as it relates to trend analysis. While we can buy into tribal identities, it can also come with self limitations in expanding what’s possible in a time of survival. When questioned about his beliefs, Toby pleads the “Swiss” in his silence in being able to blend with the baseline so as to not stand out. There are times when one can speak their beliefs and other times, place them on hold or be very quiet about them.
He states that when we “other” others we are getting played, though we also have to realize other people will “other” us in the “good guy” syndrome. In holding fear “of you, for you or from you”, all of their actions are going to be based on that level of dehumanization. Yet, when people hold “preconceived” perceptions of the problems I or another can bring, they can escalate very quickly.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Enjoy this financial conversation with Mrs. Jamie Vrijhof-Droese of WHVP.
Did you know the U.S. dollar has lost more than 40% of its value against other global currencies since 2000? This is why I thought it would be prudent to chat with a Suisse cross-border wealth management expert.
Jamie heads the overall strategy of WHVP and advises a group of international clients with respect to international diversification and asset protection. She started her banking career back in 2009 at Credit Suisse, where she worked in different departments, amongst others in Credit Risk Management, Consumer Finance and Private Banking. Her experience is topped off with several years of working experience at a Financial Planner specialized in providing tailor-made international insurance and investment solutions. Last but not least she worked as a Project Manager for a boutique-consulting firm, as well as a cross-industry association designed to strengthen Switzerland’s start-up ecosystem. Jamie co-authored the book “Swiss Money Secrets” in 2018 and holds a Bachelor’s degree in Banking and Finance. She is currently obtaining her Master of Business Administration (MBA) from the University of St. Gallen.
With one/third of all private offshore wealth managed in Switzerland, the country offers much stability, strength as well as security given its long banking history. Switzerland is also home to the Swiss franc, one of the world’s strongest national currencies, and offers a minimal withholding tax.
Jamie articulates why non-Suisse investors, such as Americans, bring a part of their wealth and portfolio to her company as well as her thoughts about gold and crypto-currencies. She also overcomes various myths around offshore investing.
Mrs. Vrijhof-Droese explains what a new client can expect when they open an account as well as what private banking means specifically in Switzerland. As the second generation to her family’s business, she shares a few success stories about the benefits of geographical diversification.
As the world changes, more women are inheriting as well as coming into wealth. They have different and new priorities based on their values. In this new role, she shares the importance of educating her clients through personalized and proactive communications. She places high emphasis in attention to detail.
As her firm preserves her client’s financial legacies, Jamie also speaks into her vision for her personal legacy in the lives that she touches through her knowledge and by her positive influence. Jamie hopes to leave people better than when she found them based on her values of honesty, authenticity and reliability. She also hopes to pass on her family business to the third generation one day.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
*What if the greatest luxury is to live & pass on your personal legacy of integrity?
It's not about the end. It's about the journey.
It's the conscious efforts to work hard, work smart, and hold a vision that allows you to achieve your life's legacy.
Did you know that 2/3's of UHNW individuals are self-made and thus, view the subject of legacy differently than those whom inherit assets?
Did you also know that about 80 million Americans live alienated lives?
For Mrs. Jenny Barnett, she was raised by her single father who had served in the US Marine Corps. On three occasions, they were homeless and often hungry.
Yet, her father negotiated her entry into private schools growing up.
When Jenny went on to complete her bachelor's and master's degrees, she realized her pain and struggles were not isolated just to her.
As her graduate studies increased her awareness and knowledge, she wanted to share her journey to be in service to society - so others, such as the nextgen, can know they are not alone.
In this thought-provoking conversation, Jenny speaks to the value of consistent self-care as well as her commitment to better herself.
Leveraging the power of the pen, she commenced her writing first with a blog and then, a memoir set for publication in 2022.
As she can now understand the many moving parts to life's paradoxes, Jenny aspires to speak in grade schools and universities about her insights to help others broaden their perspectives.
We hope this true story inspires you to define, develop and execute your legacy.
Jenny can be reached at http://weteachstories.com and https://thelastdaughter.org/.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Ronnie Maina is the Director of TBM, a family owned ICT business based out of Nairobi-Kenya; he's a next gen who has made it his mission to help steer the family business through the current succession phase.
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Ronnie Maina sets the scene in the year 1967 when his father, the founder of the family business, left his agriculture village setting to move to the cosmopolitan city of Nairobi, Kenya. As Kenya has over fifty (50) tribes, Ronnie’s father had to assimilate with the city landscape as well as the newfound corporate lifestyle as an IBM executive.
Ronnie states “Fear can bring out that real commitment and drive in a person in their seeking out the real challenges!” His father studied electrical engineering and was influenced by his travels as a “Big Blue” IBM Managing Director. Yet while he kept close relationships at the company, the day of business politics arrived and he was pushed out. Fortunately, he had learnt much and in 1991, Ronnie’s father commenced their family business.
During his own IBM journey as a Managing Partner, he shares some of the internal and external conversations. The longer he stayed in the corporate setting, the more Ronnie knew he had to return home. He realized what “the family had put together for him” to grow with resources.
In 2010, Ronnie was in the capital city of the DRC (Democratic Republic Of The Congo), running an ISP with 40 employees. After receiving a call from his father, Ronnie returned home to Nairobi to help run the family business.
Today, he hopes to connect with other like-minded founders and next gen’s to better manage the succession process. Beyond the best structure(s), Ronnie and his family also looked at what keeps a family business in tact for 200-300 years in staying power.
As Mr. Maine explores the full rolodex of his relationships, he is creating new synergies and strategic alliances in the role his family enterprise can play. He is also continuing his education with an MBA at “African Leadership University” in discussing the challenges Africans face in leadership https://www.alueducation.com/campuses/alu-rwanda/.
How will Ronnie and his siblings grow their business in today’s landscape, after his parents built the business from ground zero? Will the growth metrics stay the same? Will the customer needs stay the same? Both opportunity and crisis face next gen’s, as they can only rely so much on historic family successes.
When there are different generational ways of thinking, distinctions matter. Ronnie hopes the next gen’s will keep close communications with the founders and “try to connect”. He hopes his legacy will be the transfer of principles, practices and values from the founding generation to the future successors. He also wants to bring all aspects of the cultural norms forward in his family tree.
In his words, Ronnie “will be a happy man if his historic culture can be conserved”.
Ronnie can be reached at rnmaina@tbm.co.ke.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
While living a life of affluence, Foppe witnessed the political winds change direction. With his experience in green investment funds and projects for Dutch banks, he decided to move forward with his own endeavors. Today, Mr. Seekles serves as an advisory board member to a non-profit foundation.
Foppe feels deep emotions for the next generation who face hardships, such as resource scarcity as well as suicide. Therefore, the foundation he advises is initiating the international roll out of an exchange and barter platform based on a URA block chain currency.
Mr. Seekles hopes his efforts of wisdom, love and trust can be the steward of all people as the beneficiaries around the world. He states “both the platform and Ura currency are easy to use”; he invites all people to participate, including small to medium sized businesses and especially, the next generation.
Mr. Seekles knows firsthand what it is to rebuild and as such, he has sensitivity for others attempting to start over or commence a new project. He hopes to appeal to like-minded people who are interested in a level playing field by using a people participation platform [Special PPP].
Statistics indicated the past year brought changes to people of all income and age brackets. As people began to find themselves isolated or in a world of lockdown, some turned to self-destruction. “On a global scale, UNICEF forecasted 1.2 million child deaths as a result of lockdowns, not the virus itself.” If an economic collapse is unavoidable, he believes the URA can be an alternative.
For his legacy, Foppe receives the satisfaction of being part of something bigger than himself in service to others. He is aligning his core values with his actions and thus, is creating his legacy in real time.
Some may think defining, developing and executing one’s legacy is something that can be perfected, like art, but there is also simply showing up to do the work compared to “checking out”. When life hardships arrive, simply recording your year’s events or making goals can be an incredible feat. Even if one writes down their goals, including a succession plan or governance structure, it does not mean they will necessarily follow through.
Mr. Seekles is leading with his heart, as well as his mind. His life stories have steered his decisions to innovate and create. Life is hard but with perseverance and determination and support from your coach, success becomes a viable option.
We hope you enjoy Foppe’s positive example and his intention to give back to the people. https://unitedpeople-foundation.org/ura
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Most of us never uncover our best qualities or true skill sets during our lifetime. That is why it is important to have a coach assist you through the obstacles to find clarity as well as confidence.
Matthias Berger was 20 when he left Austria to travel to Australia in what began his incredible journey of luxury travel, exposure to new cultures, sports and leisure, cosmopolitan cities and rural lifestyles. He has lived in 15 countries throughout Asia as well as Europe. He enjoyed Singapore immensely as well as his visits to Hong Kong, Shanghai, Paris, Vienna, Zurich, and Bangkok.
He worked for luxury hospitality brands such as Le Meridien, W Hotels, St. Regis, Fairmont and Raffles Hotel. He was also a founding partner of a medical tourism travel agency based in Phuket, Thailand, that delivered both education as well as alternative medical treatments.
In 2009, he participated in a “round the world” yacht race as a crewmember on a boat. In 2018, he started his own yachting business in Greece. Matthias has raced in triathlons, including Ironman’s, and understands the connection between healthy lifestyle choices and performance.
In Mr. Berger’s observations around performance, he noticed the cause and effect relationship in how one shows up as an athlete, as a business executive as well as a partner. Looking back on his career as a senior executive, he realized he could have benefited from collaborating with a coach. Eventually, he did find and retain a personal coach.
Today, Matthias works with C-suite level executives, entrepreneurs, and high performers in sports, arts and science. He understands the level of results demanded on these individuals in their daily work. He says “you can think of him as an unbiased professional empathy with no hidden agenda who listens to you, and unlocks your true potential in the area you choose.” He offers various tools to work with clients in overcoming life and business challenges. Matthias’ passion is to help his clients feel, visualize and live their dream life.
Matthias can be reached at coaching@matthiasberger.net.
*When the camera wasn't recording, Mr. Berger shared with me: "I'd like to have a positive impact on as many people as I can" and that he believes that "coaching is honorable work".
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
To commence our video "Legacy Series Conversations", author Karl Neville presents the building blocks of his legacy, finding identity in his heritage and how he is creating his own time capsule to continue on in digital form.
The Neville line has its origins to the High Kings of Ireland, 1724 BC to 755 AD and through his books and Youtube channel, Karl invites others with an attentive ear into exploring this history. We also discuss geo-magnetics of the Earth and the prior family home of Eridge Castle which Queen Elizabeth I stayed in for six (6) days in 1573.
Were the Egyptians the only one who knew about the inter-connected ley lines? Do we only use 7% of our brains? Are angelic downloads real in what we store for later points in time?
3:33 Karl's early years with his Great Grandfather, Henry Clarke, in core values 6:30 Heritage to the High Kings of Ireland, insights from ancestors [12 centuries] 15:00 Quests, like pilgrimages, to see Raby Castle & family migrational patterns 22:31 Connection with the Sinclair family & clan, the Knights Templars ("KT") 27:29 Knights Templars as keepers of the Grail & founders of the banking system 36:00 “9 Maidens Stone Circle”, St. Michael's Ley Line & pyramid energy sites 42:55 His legacy as a higher purpose, spiritual contribution & spiritual growth 48:20 Giving respect to the past in bringing the knowledge forward 51:03 "There's more today than just commerce in reality checkpoints" 54:45 Share your history with other forms of intelligence; invite others in 57:57 Clarity and identity in carrying out & documenting his quests 1:00:13 Karl's books and digital recordings as his voice after death
Mr. Neville, KT exemplifies someone who is consciously living & achieving their legacy, more than the just the financial assets we may leave behind.
What I found to be the most insightful part of this conversation was not just the fact he culminated his work into 18 different books, but rather, he is inviting others to share in a historic real life journey through his content.
We often are presented with the end results of professionals, such as top athletes & public figures, but we do not view their hard work or the backstory. We all love a winner and yet, we often do not see that “behind the scenes” footage with their dedication, energy and focus that is required to produce the final product(s). We forget about the years in of discipline and commitment it take to become an “overnight success”.
Enjoy this entertaining and informative conversation!
His latest book can be found on Amazon.com at the following address: https://www.amazon.com/.
Karl Neville's channel can be found here: https://www.youtube.com/channel/UCbUV3KEfrO6H08chXoHvuiQ/videos (Knights Of The Red Order).
Mr. Neville's website can be found at: https://themidnightgarden.org/
Karl is a member of the Knights Templar.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
From royalty to billionaires, the Chateau Versailles has hosted many elegant events over the centuries. In 2011, Robyn Blaber enjoyed his first costume ball at the palace and 18th century fashion inspired him to travel back in time to explore the re-creation of the garments worn during that period!
Robyn attended his first couture formal function and enjoyed the experience immensely - then, each year thereafter, he brought his closest friends. Mr. Blaber wanted more options than what the dozen costume shops in Paris offered. Thus, began his journey of discovering how he would create the 18th century fashion himself.
Active artistic expression is a big deal for Robyn: “at the end of the day, you have created something – everything you take for granted had to be created by someone … some of the greatest things in life are things that someone had a passion for”. Each dress or jacket requires about 15 meters of fabric and he begins each piece with a specific friend in mind.
In the past decade, Mr. Blaber realized he created products in the software industry for others who then owned the intellectual property. He had little to no control over his coding products and they became obsolete in 2-4 years. However, his 18th century fashion hobby became a passion. One might say he commenced a tangible legacy with his fashion collection of 20+ dresses, men’s jackets and other specially designed pieces.
Robyn also talks about how he attended a party at the Woodrow Wilson house in Washington D.C. to celebrate the signing of the Versailles treaty. He was met with respect as tailors are a rare profession today! From keeping the fabric in place to knowing what is historically accurate, Mr. Blaber demonstrates how to get dressed for an 18th century ball in less than five minutes.
The greatest joy he finds is having a friend premiere his latest fashion piece. He is living his value around making emotional connections by sharing his tailoring skills so others can be transformed by his art. Robyn describes how a few transformations occur in the each stage of the process: selecting the materials, the colors, the embroidery and the final moments when the piece is presented, tried on and worn.
He states “you are given one life … participate in that life in creating, contributing, involving people… you need to be a part of this world.” Robyn opines how bucket lists, to him, means not giving up before you even get started; he suggests planning to do something new at least three times in your life, or change each summer by making the space for new experiences. Mr. Blaber ends this video highlighting his latest men’s jacket, a piece of over 850,000 stitches, and a statement that his only regret is not starting 18th century fashion sooner. In closing, he emphasized his artistic expression fulfills his personal legacy.
Mr. Blaber can be reached at: https://www.instagram.com/chevalierrobyn/
At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
In this discussion, Bryan Mitchell tells a variety of stories about sports heroes, influential characters in history and the journey of his aging parents.
In addition to the need of shifts in perspective, he also emphasizes the need for shifts in patience in keeping the long view of one's vision.
Mr. Mitchell’s education includes a Bachelors of Science in Electrical Engineering Technology from Purdue University, a Masters in Business Administration from the Krannert School of Business and an Masters of Science in Information and Communication Science from Ball State University.
Mr. Mitchell holds Certifications in Change Management, Brain-Based Coaching, Co-active Coaching, and PMP. Over the past 20 years, he held executive positions with GE, Eli Lilly, IBM and Hewlett Packard Enterprise.
During his tenure at Eli Lilly, Mr. Mitchell worked in global roles where he managed supply chains, product launches and third party partnerships. At IBM, Bryan worked with researchers on a First-of-its-Kind Healthcare product offering. The product offering was designed to streamline claim processing for providers, allowing processing to occur in real time. As a Hewlett Packard Enterprise product manager, he brought new cyber-security products to market.
Mr. Mitchell also traveled to the East African countries of Rwanda, Burundi and Kenya where he headed up an initiative to increase the use of solar energy and to improve the delivery of education to students.
Currently, Mr. Mitchell works as an associate at "Stephen Dissette and Associates" offering financial education with retirement planning.
He is an Industry Advisor for Purdue University’s School of Technology and a member of the Richard Lugar Renewable Energy Center. In his spare time, he is building a NeuroScience Leadership curriculum to improve employee performance and shift corporate cultures.
In this one-hour conversation, we talk about how legacies can be both good and bad, the harder aspects of our journeys not often talked about, being concerned about what is left behind and the mentality that we will be here forever.
If you enjoyed this video, be sure to like it, share it as well as to subscribe!
If you would like access to Mr. Mitchell's neuroscience course, email him at bmitchellvuk@gmail.com.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Enjoy this in-depth conversation with a modern woman of substance, Melanie Veazey, about life, business as well as the characters and roles we play during our lifetime.
I invited Melanie Veazey, a vocal and acting coach with 30 years of experience, to have a discussion with me for the following two reasons:
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To rise above any prejudgments projected onto coaches that they can't handle the tougher questions vs. showcasing their skills sets, ability to lead and authenticity to be the “real thing”; in the past 7 (seven) years, I've had to overcome stereotypes about the role of coaches and advisors play related to contribution, and second;
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To bring to light Melanie's personal meaning and the vision of her legacy in practical terms, beyond the traditional definition of the word "legacy" by Merriam Webster and other published dictionaries.
The intention here is to have a deeper qualitative conversation of substance with a coach of substance.
In the transfer of intellectual wealth, such as one’s life experiences, abilities, wisdom, and niched knowledge, wealth is far more than the currency in one’s financial accounts.
Ms. Veazey talks with humility as well as transparency about skills beyond the "stage performance" to include life skills in managing repeated rejection as a part of growth, interviewing techniques for relationship building, earning one’s talent through sweat equity as well as a holistic approach needed today for overall wellness.
We also discuss: what comes with the realities of both success as well as failure,; the priority of building others up; the nature of what audiences want in being able to standout; managing expectations around confidence despite external feedback; why prioritizing a self-love practice matters in the long run; the addictive qualities to success; the increase in pressure today to perform to & with perfection; how to pick oneself back up after repeated rejection; the emptiness that can come from unexpected surprises; the value of being able to express oneself for the sake of one’s soul; finding peace beyond “the things” & empowerment in new beginnings; the top qualities to make others feel heard, cared for and good enough.
While we may be hard wired to want our other’s love and approval, we can also be courageous in creating our own identities beyond an initial narrative for the evolution of our soul and emotional worth.
We hope you enjoy this in depth conversation as Mrs. Veazey shares her most impactful lessons and the reasons why developing one’s legacy matters.
To learn more about Melanie, you can visit her website at https://www.melanieveazey.com/about.html
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
When it comes to handling your family business’ succession plan, how much differently could you approach it if you had better guidance? Guidance to help you when you find yourself face to face with preconceived notions and intense pressure.
Too many family business members wake up feeling they need to rely on stories and advice from the past. But in this “Designing Your Legacy” conversation, we want to help you change that. Specifically, Ashim Kumar wants you to move beyond the words “it’s impossible” and “I can’t do it.”
Dive deeper into crafting your succession plan with his four-pillar approach. You will learn to incorporate transition planning, effective governance, family unity maintenance and financial freedom. To book a session with Mr. Kumar, go to: https://calendly.com/ashim-1/call-wit... or to email him at ashim@aka-lead.com.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Mrs. Anani is the Co-Founder of African Family Firms and is a NextGen herself in a family business.
In our lively conversation, we discuss the importance of maintaining the bigger picture, the "why" as the essence of all business, as well as understanding how fear can drive decisions.
We also talk boundaries, building identity in integrity with your own narrative, how women "have to do it afraid" as pioneers and why representation matters.
Nike gives a voice to all, encourages resilient mindsets, and wants to build her legacy to be in service to humanity as well as family businesses.
Mrs. Anani can be reached at https://www.africanfamilyfirms.org/ as well as https://nikeanani.com/. She is rated as a Top-100 Family Business Consultant globally, as she helps her clients bridge the gap between senior and younger generations.
As a result, they communicate, collaborate and collectively gain clarity to increase profit and productivity. Nike works privately with select business families. Her clients choose to engage her because of her extensive professional training in London as well as her practical experience as a founder and a NextGen.
Her understanding of the complexities of many worlds allows her to empathize with both generations and act as a connector. Mrs. Anani is passionate about diversity and inclusivity. Thus, her approach is highly customized for each client and bespoke in delivery.
At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
I had the opportunity to sit down with attorney Carlos Gonzalez Cassis in a frank discussion about how real economies work, becoming more “open source” in transparency, and creating a legacy that benefits Latin family businesses.
Mr. Cassis invites us in this conversation to see the big picture by presenting three success stories of Latin family enterprises, what he learnt from a two year old while on vacation and how these founders made courageous decisions even during times of invasion as one’s country is personal capital.
As Carlos brings his negotiation skills to Latin family businesses, he hopes to elevate them to dream, feel and think with their full imagination. With clients spanning the USA to South America, he believes one of the first steps is transforming “nano-thinking to visionary mentalities so Latin family businesses can create world-class companies that can compete with Exxon, IKEA and Goldman Sachs.
Carlos quotes Daniel Goleman in “who transmits what to whom” in each individual being willing to find their way forward. As technology is an available tool, it can offer limitless potential in inviting others to see and experience Latin family businesses. In his words “the limit of your marketplace can be set by you.” He also highlights the example of Grupo Cisneros, in their decisions to plan a half century ahead.
In terms of his personal legacy, he believes this word is important because developing one’s full potential means embracing ambition, even by daring to think about all the possibilities. For his own personal legacy, you will have to listen and hear his plans as well as the projects he is working on!
The video version can be found at https://www.youtube.com/watch?v=uIsPEWpfaHk.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Randall McKeown is a friend, member of "A Small World" and has a podcast known as "Passports & Postcards". He has grown his audience to 70 countries and 500 unique cities.
Herein, we talk about travel compared to capital gains in the traditional definition of legacy as only property and financial assets.
I wanted to expand the meaning and interpretation of the word, legacy, as our personal legacy is more than the work we do and those we serve - it is also about appreciating the surprises of life and its full experiences.
As the three emotions I hope my clients feel are freedom, fulfillment and satisfaction, a part of that comes about through travel and new experiences beyond being productive and a contributing member of society!
After two medical scares, Randall focused on happiness and the qualitative aspects of his legacy in the example he sets for others and in how he enjoys his life.
He also talks about the fear of not being heard but feeling at peace if he has reached just one person. He also discusses what it was to work 50-60 hours a week in climbing the corporate ladder only to be knocked off and having to rebuild. He admires the efforts of his ancestors in traveling to new places as well as the exchange of knowledge with locals in the importance of taking an interest in them.
May his words keep you connected with humanity and keep the dreams of your bucket list alive in "how small we are individually but how large we are when we work together"!
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Mrs. Liebgott is a multi-national from Switzerland running the unique, award-winning platform AW SWITZERLAND, a directory of Swiss wealth management services specifically for US citizens, US residents and US expats. She'll speak a bit about her journey...
Mrs. Liebgott is a Swiss/Canadian/Danish national, born in Vancouver, who grew up in Canada and the US. Today, she resides in Switzerland. Having been "cross border" and international, Anne has experienced firsthand the benefits of being internationally connected in with unique and strategic relationships around the world. She speaks three (3) languages fluently and dabbles in French and Spanish.
Anne is an independent marketing, communications and business development professional who brainstorms innovative and creative ideas to meet marketplace needs. The Swiss platform of AW SWITZERLAND ("AWS") is one such business idea; AWS is a directory of Swiss wealth management services specifically for US citizens, US residents and US expats that can be found at the website of https://www.americanswelcome.swiss/
AWS builds a bridge between US investors seeking to diversify their assets globally and jurisdictionally who would like to hold some assets outside of the US banking system with Suisse wealth managers registered with the Securities and Exchange Commission in the United States. AWS is thereby able to provide Swiss wealth management services to Americans without restrictions. There are no website sign-in requirements and requests for further information to go directly to the companies listed. Americans can "do their homework" in their due diligence and research in selecting a Swiss wealth manager of preference. Other services can also be found on AWS such as US tax advisors, Suisse trustees, lawyers, citizenship and residence planning experts and much more.
Anne received a mandate from a Suisse insurance broker to handle their US inquiries and discovered, after speaking with hundreds of American investors over a two year period that they were and are interested in becoming established in Switzerland, but they didn't know how to commence the process. Mrs. Liebgott hopes to simplify the complexity so to make this readily available to both direct investors as well as their US advisors.
Though AWS started as a "hobby", it was noticed and recognized by the Wall Street Journal upon going online and therefore, was catapulted into the limelight. Since that media attention, the AWS platform has expanded and further developed just as Mrs. Liebgott further provides her marketing, communication and business development services to a select few companies.
She also has other projects of her own to be developed, such as a children's book in the making. On a personal note, she finds happiness fly-fishing in the Suisse mountain streams, snowboarding in the Alps and a round of golf on the Spanish island of Mallorca.
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Have you ever considered starting and keeping dream journals to interpret your dreams as a part of your legacy to pass on?
In the summer of 2019, I had a dream about a "white horse leaving an arena" so I thought to ask Mr. John Redenbo to provide an in depth analysis. As a result of his profound interpretation, I decided to speak with him on the topic of spiritual intelligence as well as how it relates to defining, developing and executing our personal legacies.
In this conversation, we cover a wide variety of topics such as: 1. How dreams can confirm our greater purpose and destiny; 2. How John has guide a variety of business professionals as well as board placement; 3. The impact of dreams on hedge fund mergers; 4. How dreams have sparked innovation, ground breaking inventions and miraculous breakthroughs; 5. How we can find profound messages in our dreams, available to us all, in what is known as the spiritual seer arts or what hackers call "Zero Day"; 6. How he has delivered reports with actionable intel and symbol breakdown; 7. How the Creator can give us all a window into the past or future events; 8. How we can all tap into a spiritual realm when we stay open to possibilities; 9. How recurring dreams, nightmares and vivid dreams can be messages; and 10. How we can leave our dream journals to the next generation as a part of our legacy.
About 39 minutes in, Mr. Redenbo talks about how “dreams are the love language of God to his children”;
41 minutes in, on the topic of repetitive dreams “the matter is firmly decided and it will happen soon”;
43 minutes in, “what one fears can come upon them”;
55 minutes in “It reaches into the question of legacy that if you are open to the idea that somebody with an intelligent design created you and maybe there is something that made me, maybe there’s a purpose to my life that is way bigger than what I think and feel and that is beyond just me. When you can tap into that, you can tap into a destiny and a legacy that will leave an impact on this earth far exceeds your lifetime. Is it possible that that Creator would still want to communicate with me through the language of dreams”;
58 minutes: I” want a generational legacy that includes dream journals from the past 2-3 generations… Don’t wait to lose everything to look outside yourself for answers in the observable context… I want intelligence beyond myself.”
1:04: “For my legacy, I want the entire world to be open more to the language of dreams and just ‘human knowledge’ and then, leave behind something greater than myself. I think if 100 million people could listen to God as it relates to our business and inventions, we could dramatically change this world, such as ancient councils.”
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At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.
Director Lange has worked both in front of the camera as well as behind the scenes.
After 15 years as an actor, he transitioned to contribute digital content to Disney and now, heads the creative production company, ToughTown, with his business partner Michael Damus.
ToughTown partners with the world's top brands and artists to write, produce and deliver creative campaigns and content across all digital platforms and television. Experts in storytelling, media trends and ad buy strategies, ToughTown executes every facet of production.
Their clients have included Nike, SLS Las Vegas, Universal Music Group as well as Warner Music Group. Mr. Lange has directed television commercials, interviews, and music videos for Grammy award winning artists: https://www.toughtown.io/toughtown
Enjoy this conversation as we speak about the following:
-Why heritage, having a living record & love cause individuals to commit to a documentary project; -How a short film can be a time capsule for 2, 3 or 4 generations out; -How setting aside the time now can allow you to capture the important stories & messages.
To connect with Mr. Niklaus Lange, please visit: https://www.goodmourning.video/
The video version can be found at https://www.youtube.com/watch?v=QnPHn9PrBjM
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Distinction: These are real people and not actors, who are relaying real life experiences they want to share. The Director observes these gems. With the cumulative minutes of filming, the Director cuts to the truly heartfelt moments that match the image with real life substance.
- At Legacy Planning, we help you design your legacy so your life is complete.
Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.
Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.
Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.
Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.