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 started by subscribing: www.designurlegacy.com!

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Your legacy will include some money but what about the other roles you play to do good for others? In this episode, we dive deep into wealth and well-being for the holistic planning of your legacy, exploring how true legacy includes relationships as well as possibly 13 other domains—not just financial success. Join us as we discuss insights from Professor Meir Statman’s book, A Wealth of Well-Being and uncover how behavioral finance shapes the way we think about legacy.

You’ll learn: 

✅ Why well-being should be at the heart of your holistic legacy planning
✅ How to ensure you don’t make mistakes re: social strata’s – in your social and cultural capital for good relationships
✅ How your gains can compensate for your losses re: points of pain in life

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance" (Wiley 2024). Meir’s research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, and many other journals. The research has been supported by the National Science Foundation, the CFA Institute Research Foundation, and the Investment Management Consultants Association (IMCA).

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

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


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