Design Your Legacy - Life Lessons

Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values?

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To feel needy is to feel exposed, vulnerable ... so how do you then invest your money so you never feel this way, nor others in what you fund? After all, managing and investing money isn't just about financial growth—it's about honoring God and blessing others now and for future generations. So how do you navigate the financial capital of your legacy with truth, compassion, and a faith-filled strategy?

In this episode, hostess Angelina Carleton speaks with Nick Garofalo—a Christian financial planner and founder of Openhanded Wealth—to discuss how stewardship and an eternal perspective can transform the way you design and leave a legacy. Through Scripture-based insights and real-world examples, tune in to learn an alternative path to 'mainstream' legacy planning - where and when we may look the other way to where our money is going ... to create a sound plan that reflects faith and creates intended impact. By the end of this conversation, you'll feel equipped to take your next step toward a God-honoring legacy—one marked not just by wealth, but by meaning, purpose, and eternal fruit.

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

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

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

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

Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values?

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Is legacy inherited as well as created by your presence? Thus, how present are you...? How do you balance being strong with asking for help ... 3 generations in? What does it take to keep a family enterprise going for 100+ years, as products evolve over the decades?

In this podcast episode, hostess Angelina Carleton speaks with Lesle Lane—a 3rd generation family business member and a woman in a family enterprise. With a camera in one hand and generations of tradition in the other, Lesle shares what legacy planning means to her, how she was present in all important moments - no matter the age of family members, as an investment into human capital, and how she had to develop personally thru all market cycles. We explore the intersection of family businesses, entrepreneurship, and legacy as Lesle opens up about the emotional responsibilities, watching the women who came before her and the value of giving all the love you received and 'didn't receive' to the next generations. If you’ve ever felt the weight of legacy, or wondered how to blend reverence for the past with a bold vision for the future—tune in!

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

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

#legacycapital #emotionalcapital #humancapital #intelliectualcapital

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

Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values?

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At a time when tools outlive their creators, can your legacy live on? Similar to Chuck Fenney of the Duty-Free stores in airports, who pioneered giving while living, how can you help others as well as human progress? You may have written a business plan in your lifetime, but have you written a “legacy manifesto” in answering the questions of: 1) Did I live a life of service?; and 2) Was I self-actualized in delivering my mission? There’s an element of pride in planning one’s legacy, as people are drawn to what it is they can control, yet for many innovators – they have a great career paired with a terrible personal life.

In this episode. hostess Angelina Carleton speaks with Harvard graduate and founder Hikari Senju to discuss Generative AI and what it can do for entrepreneurs in democratizing growth. He states ‘creativity is the most important lever for growth’, not discounts, but for many entrepreneurs, they never know which half of their ad budget actually works. If one can’t retain high priced ad agencies, the good ideas that can come from anyone, anywhere … never reach market. So what is the remedy in honoring the struggle of and empowering entrepreneurs? Tune in to hear how to solve for “ad fatigue” in today’s attention span of 1.5 seconds as well as the 3 values that drive Hikari’s legacy!

Learn more about Hikari at www.omneky.com.

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

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

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

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

Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values?

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In this powerful and deeply moving episode of Design Your Legacy, I sit down with Judy Henderson, author of "When the Light Finds Us", to explore the intersection of trauma, faith, and transformation. Judy opens up about her personal journey from silence to storytelling, and how choosing to share her truth became an act of both healing and legacy-building. We discuss the meaning behind her book’s evocative title, the role of resilience in her life, and how she's turned pain into purpose. Judy’s story is a testament to the light that finds us when we least expect it—and to the enduring legacy we create when we live authentically and courageously. Whether you are navigating your own shadows or seeking inspiration to share your truth with the world, this episode is a heartfelt reminder that your story matters—and your legacy can begin right now.

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

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

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

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

Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values?

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When it comes to designing your legacy plans, there's one thing you could be doing to start ... especially if you are a person of your word, but aren't. So what's holding you back? Does your heart favor the ineffective, such as anger, despair, fear or foolishness... when squeezed by the circumstances of life? In this podcast episode, hostess Angelina Carleton sits down with Founder & CEO Ben Johnson of Particle41 to talk about how "way finding" starts with what's going on in the heart and mind. And how kindness is more important than 'being nice' as it confronts how we think and what we believe vs. avoidance.Tune in to hear how most folks end conversations with niceness and not go deeper in kindness for the win/win of everyone's legacy.

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Benjamin Johnson is a serial technical co-founder with a track record of success and hands-on open-source programming experience. He has a range of being both a board-level advisor and founder but also an in-depth understanding of how things work. Through his 20+ years as a software developer and leader, he has gained experience with remotely distributed development teams and business hacks. Benjamin is the CEO & Founder of Particle41, a dev firm founded by industry veterans that aims to help companies accelerate their initiatives through Software Development, DevOps, and Data Science. With an obsessive focus on results and ways to improve, Benjamin is having fun building highly scalable and highly secure applications.

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

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

#legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

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

Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values?

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If your focus is ‘escape’, it’s probably because you’ve never learned how to deal with stress. Most business owners, no matter their industry, have little time to celebrate. The better one does, the more business comes in and it’s hard to find one, two or even three individuals, to be a sounding board that’s unbiased and not emotionally triggered. So, how do you start to breath in a way – as one remedy to stress – so that your feelings can return to calm and even more, you can design your legacy?

In this episode, I speak with attorney Daniel Rosenberg about his values, his future ‘Legacy’ hard cover coffee table book and the role of ‘emotional maturity’ when it comes to money. We unpack US history in how John Adams was a defense attorney re: the Boston Massacre to today’s landscape of how ‘grabbing a cell phone out of another’s hand’ can be deemed battery. You’ll learn what two elements need to be present to be read your Miranda Rights. Listen in for how this business owner of a law firm shares his strategies to find calm in the storms and more incorporation of his personal values.

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

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

#legacycapital #emotionalcapital #humancapital

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

Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your legacy? Imagine turning that around in just six months. Get the personal coaching you need to define, develop and execute your legacy and design your plan with our expertise and guidance. Get started by subscribing to www.designurlegacy.com!

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Death can be a taboo topic for all of us. But if you aren’t having a good time, what’s the point? Get busy living or get busy dying. Therefore, what if your legacy is a celebration of your life and not a funeral – imagine others remembering all the good you have contributed to their lives. The work of designing your legacy has to start with yourself and then, expands out into your network. Yet, starting with yourself might feel like a great deal of work.

In this episode, hostess Angelina Carleton and guest Jake Sucoff break down how your legacy planning can start with a reflection of your life through polaroids as a starting point. If you’ve struggled with the chase for money, this episode also explores how to see money as a tool in lifestyle design and freedom, compared to a trophy. As a founder himself, business is more than raising capital, scaling and becoming a unicorn. More than what his latest company does for society, tune in to hear how your legacy can be all about the love you bring to others, quality time spent having fun and the desire to be present.

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Learn more about Jake at https://heyjakey.com/about.html or https://www.patientprocure.com!

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

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

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

Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape a legacy based on your values?

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What if your home could help fund your legacy? In this powerful conversation, we sit down with Kevin Guttman, a seasoned reverse mortgage specialist from C2 Financial, to explore how homeowners can unlock the hidden power of their equity—not just to retire comfortably, but to support their children, grandchildren, and the causes they care about. Kevin shares how reverse mortgages, often misunderstood, can be a strategic tool in legacy planning, wealth transfer, and multi-generational financial wellness. Whether you're caring for aging parents, approaching retirement yourself, or advising clients on estate strategies, this episode is full of wisdom, clarity, and practical takeaways.

What You’ll Learn:

•How reverse mortgages really work (and common myths) •Ways to use home equity to support a lasting legacy
•The emotional side of legacy planning through real estate
•Conversations families should be having now to avoid regrets later

Kevin Guttman, Sr. is a mortgage broker, reverse mortgage specialist and 4x Amazon best selling author, who brings a wealth of knowledge, integrity as well as people-first approach to the world of senior home financing. 

As 1 of 218 "Certified Reverse Mortgage Professionals" in the USA, Kevin has 100+ five-star reviews and an A+ rating from the BBB (Better Business Bureau). He is a member of the National Association of Mortgage Brokers and the National Reverse Mortgage Lenders Association. He grew up in a 'real estate family', holds 3 Master's Degrees, and a consistent track record of client referrals and repeat business - making up 85% of his work. For fun, he has explored 47 states and 40 countries and is also an ordained Minister. 

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

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

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

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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Dating can be fun, but it can also be filled with awkward moments. From a distance, it’s easy to think luck or fate will eventually just step in. But the truth? About half of Americans are statistically single – add a very successful career, investments, a reputation to protect – and many individuals don’t know how to successfully navigate to find a complimentary partner. Without the right knowledge and guidance, it’s the default to stay single or become disillusioned. So how do you, as a highly successful individual, not just fish in better ponds but show up to win – even if it feels vulnerable to ask for coaching or call on an expert?

In this podcast episode, hostess Angelina Carleton speaks with NextGen ‘woman in family business’ member Tammi Pickle out of the Los Angeles, California area. Tammi is one of the owners of Elite Connections, founded in 1994, and we unpack what makes dating work well today – both in what needs to stay traditional as well as ‘the swipe’ habit with social media and dating sites. From your holistic legacy to her vision on legacy, tune in to hear an honest take on elite matchmaking, today’s landscape for selective dating, and why finding love still matters. Learn more at https://eliteconnections.com/elite-advantage or https://www.linkedin.com/in/tammi-pickle-36060648.

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

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

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

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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Participant or observer? In our path to material attainment, many people utilize ‘force’ to find and create success. But at what expense and is there an alternative? We hear about ascending thru surrender and the value of being ‘still’. Who is it you are going to be regardless of what it is you are going to do? Does your legendary legacy begin with the premise of a destination and what does it look like to arrive at your ‘legacy station’?

In this week’s episode, hostess Angelina Carleton sits down with former Mayor Pro Tem Chad E. Cooper to unpack his guiding principle of “May peace begin with me and may I begin with peace” in the 9 characteristics of the fruit of the spirit. From realizing that suffering originates from the stories we create about our feelings and pain to connecting to the full range of our emotions to better serve in our purpose, Chad questions the stories about both the pain as well as the emotions. Tune in to hear how material attainment can complement your legacy vision for when your cup runneth over.

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

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

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