Design Your Legacy - Life Lessons

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 today by subscribing to our website, www.designurlegacy.com!

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Losing a friend to suicide is a life changing moment. You take stock of what influenced them: betrayal of expectations, lack of support when you think others have your best interest, criticism to level the playing field, dealing with anguish alone, the darkness getting heavy around them. We all have our problems, but what is it like when you call your friend’s cell and it goes to voice mail, knowing there won’t be a return call? What happens when the external becomes so loud, it contaminates the interior? When you feel desperate, what will your next move be?

This week, hostess Angelina Carleton speaks with aspiring writer and director Samual Chambers about his first film project titled “The Timid Bunny”. Samuel speaks into the emotional connection that will always be powerful between his friend and him. We race forward so fast but sometimes, winning isn’t comfortable when following one’s dreams. Tune in to learn how Samuel is designing his holistic legacy so that he knows he gave life his all - and how you can too so a butterfly can leave the cocoon of darkness to become that butterfly. Learn more about Samuel Chamber's film at https://bento.me/thetimidbunny.

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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 today by subscribing to our website, www.designurlegacy.com!

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From forecasts to forever, what can a fractional CFO do, in being both an "opportunity generator" as well as "risk mitigator" for your bespoke legacy? Tune in to find out! As a seasoned finance professional with 24+ years of experience, Salvatore Tirabassi's journey began with a passion for business. After earning degrees from Harvard as well as Wharton, Salvatore spent 15 years in venture capital, where he learned the in's and out's of what makes businesses succeed. This experience provided him a deep understanding of the challenges entrepreneurs face, especially in emerging and family-owned businesses.

Transitioning to the role of CFO in a high-growth company, he discovered his true calling! Empowering business owners to take control of their financial futures. He founded CFO Pro + Analytics to provide virtual and fractional CFO services that demystify finance and make it accessible to all. His approach is built on a business owner-first mindset, where he prioritizes the needs of each client, helping them see their financial data not just as numbers, but as powerful tools for growth. Throughout his 24+ year career, Salvatore developed a methodology that combines strategic financial modeling with actionable insights. His goal is to simplify complex financial concepts so that entrepreneurs can make informed decisions confidently. Whether it's guiding them through capital raising or enhancing their operational efficiency, he strives to provide clarity and direction for results. He believes every business has the potential to reach new heights with the right financial strategy! Learn more at https://cfoproanalytics.com!

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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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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


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 immediate access by subscribing to our website, www.designurlegacy.com or booking your first virtual session!

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If someone told you that even billion-dollar companies invest in ‘swag’ merchandise, you probably wouldn’t believe it. But what if it’s the hidden strategy to build connections in your business as well as philanthropic goals. Merch, when done right, can be the opportunity to reach the outcome you would like to drive, influenced by your ‘needs’ analysis and your brand to build loyalty. So how does one founder blend his personal experiences in luxury, regarding relationships and the white glove treatment, into his latest offering? The brilliance of Ink’d Store isn’t just about swag – it’s about turning your business ideas from a Zero to a One in entrepreneurial possibilities.

In this episode, hostess Angelina Carleton speaks with founder Jay Sapovits as they dive into his ‘willingness’ to speak publicly about his holistic legacy values, vision and life lessons. - Jay Sapovits is a seasoned entrepreneur with a diverse background spanning private luxury aviation, fitness branding, professional sports, and high-impact marketing. His career includes notable experiences such as traveling with the iconic UNLV Runnin' Rebels and contributing to various industries.

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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 immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!

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A generational legacy strategy isn’t about knowing all the answers—it’s about asking better questions. With $124 trillion about to be passed on to the next generation, where is the education to help you deal with the complex challenges as well as relationships? Are the stories you’re telling yourself helpful or a hindrance? Creating the right team around you, for trust and partnership, can allow you to balance your gifts, wisdom and identity to that of your larger family. And what does the phrase ‘adult in the room’ actually mean?

In this episode, hostess Angelina Carleton speaks with guests Jake Morrill and Jonathan Scoonover about how money can expose family fractures just as how a great philanthropic plan can bring forth everyone’s passions. With great abundance comes great responsibility. When you can define what it is you care about in values, focus areas and mission – isn’t this what all of our hard work is for? What is the real difference you would like to make? Tune in for a dynamic conversation about how your legacy could be about anxiety, shouting and outrage or, more trust between people and more families healed. Learn more about Jake at www.gentogenleadership.com. Learn more about Jonathan at https://1010strategies.com.

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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 immediate access by subscribing to our website, www.designurlegacy.com!

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A Life Settlement is the act of selling a life insurance policy and is so powerful that a single sale can bring more than six times the cash surrender value (CSV), allow you to dream again, and develop your legacy vision. So what makes a third party company, known as a LS provider, want to exchange your life policy for a lump sum cash payment? The path to enjoying your retirement isn’t just about minimizing expenses – it’s about worrying less, learning more, and making the best choices. So what if your neighbor cashed in?

Today’s episode pulls back the curtain on the fascinating world of life settlements. Hostess Angelina Carleton and guest Rob Haynie explore how life settlements began about a century ago with a US Supreme Court case unexpectedly shaping the insurance industry, why policy holders are beginning to explore this growing trend given the nod from FINRA and what truly makes life settlements a life changer at the number of $842M in 2023 in what consumers received. Along the way, Rob shares his personal legacy thoughts —and whether holding into a settlement is worth it. Listen in for a compelling look at how life settlements are great planning for your legacy future.

Learn more about Rob Haynie at https://councils.forbes.com/profile/Rob-Haynie-Managing-Director-Life-Insurance-Settlements-Inc/0b363e3e-46db-4405-89dd-6ad2e614862f. 

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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 immediate access by subscribing to our website, www.designurlegacy.com!

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Franchising isn’t just an asset class for our portfolios – private equity is getting in on it. Suddenly, the unsexy has become sexy. Driveway coating. Oil change services. Pet grooming. Love them or hate them, franchises are not just proven business models for purchase, they offer tax advantages such as building cash flow, building a business you can sell and an opportunity to leave a corporate career. So, who is buying and how can a franchise fit into your legacy plans?

In this episode, hostess Angelina Carleton and Jon Ostenson discuss how individuals from their 20’s to their 60’s are today’s investors and how to succeed. From being a semi absentee owner, in hiring the right General Manager, to being ‘teachable’ in following a proven model, they explore this alternative investment. Tune in to find out how Jon is incorporating franchise stacking in his legacy strategy and the three powerful questions he asks so he can leave the legacy he desires.

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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 immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!

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Rebuilding your life after tragedy is respected, yet behind every comeback story is a commitment to personal development. Great entrepreneurs offer more than great products and services to their community – they offer an example in how to grow past worry and anxiety – they master their leadership and vision. They demonstrate new ways of tackling challenges and can share what has held them back to be finally free. But businesspeople can also suffer from emotional and financial setbacks, in the millions, and for years find themselves in a holding pattern. So, how does one rebuild to find peace?

In this episode, hostess Angelina Carleton and Martin Salama dive into the subjects of carrying the family name and legacy, healing from loss through meditation and asking new questions to find better answers. From losing his brother at age ten to self-transformation through self-love and self-care, Martin, they uncover what makes an entrepreneur be able to find their stride again, why values matter in shaping community, and how self-worth influences legacy planning. Whether you’re feeling the pressure to make everyone else happy or losing your temper when others are never pleased, tune in to learn how coaching transforms your truths into your lasting legacy.

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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 immediate access by subscribing to our website, www.designurlegacy.com!

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Some financial coaches can show you how to keep and grow your money, but few can also deliver emotional intelligence along the way. In facing her own impulses and getting her own financial house in order, she has lived the experience herself to go from $100,000 in debt to taking agency of her future. Was it her training as an asset manager, her upbringing with a mother who lived thru poverty or a value around service to want to teach others about money? At a time when individuals struggle with inflation as well as entitlement, Veronica reminds us why a void in self-worth isn’t remedied by avoiding what’s underneath the surface.

In this episode of Design Your Legacy, hostess Angelina Carleton and Veronica Deraleau dissect the secrets behind getting an emotional handle on your money. From awareness around ‘resentments from childhood’ to the reframing when others can pass judgement, they reveal the formula that makes financial compounding a reality. Tune in to learn how this four-step formula can empower your legacy planning, in creating new outcomes, and how these lessons can be passed on beyond one generation. - Buy Veronica's book on Amazon at www.amazon.com/dp/B0DGGSMWRY Visit Veronica's website for free resources and her blog: https://makingmoneyissimple.com/ Connect with Veronica on Instagram: https://www.instagram.com/makingmoneyissimple/. Follow her on IG and DM the word 'Legacy' for a free budget review!

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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 immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!

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Every entrepreneurial needs to know their numbers – whether you keep your own books, retain a CPA or oversee a team. So how do you rebuild when you had to "learn the hard way" re: hiring the wrong people? Your team mates are supposed to be the ones to protect your assets and minimize your tax liability. So how do pay as little tax as ‘legally’ possible, and what happens when the system and people you trusted turn out to be corrupt unexpectedly?

In this episode, hostess Angelina Carleton and Roy Coughlan break down why structuring your companies right from the beginning is more than just a life saver—it’s also a way to save your sanity as well as pay yourself first so you can buy that bespoke cup of coffee. You’ll learn how Roy went from putting together $20M syndicates of properties to feeling the carnage of the Great Recession. Listen in to discover why gratitude and forgiveness were his keys to designing a meaningful and intentional legacy, in learning the skills of building as well as rebuilding in his love for life. 

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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.