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 access by subscribing to our website: www.designurlegacy.com!

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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.

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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 and with your legacy? Frustrated by the lack of authentic support online to clarify your vision for your life's legacy? Imagine turning that around in just six months. Receive the coaching you need to define, develop and execute your plans and design your vision with our expertise and guidance. Book your session on our website at www.designurlegacy.com!

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What if your intuition could help guide the design of your legacy but you aren't sure where to start? Tune is to hear first hand insights in this podcast conversation and then, learn more about Dr. Lenka Schulze at www.lenka.org! 

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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 legacy planning? Frustrated by the lack of authentic support online to clarify your vision for your life's legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your plans and design your next steps with our expertise and insights. Book your virtual session at www.designurlegacy.com.

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Pressure is a privilege, but you can’t get anywhere on an empty tank. Your diet lacks protein, your schedule lacks exercise time, and your body holds on to too much stress. How many times have you reminded yourself you can’t keep going on … unbalanced and unhealthy? Without the internal reflection to reframe your stress or a coach to hold you accountable no matter the anxiety levels, your body may become more lethargic – especially when you don’t start with good habits young. What if the answer is that, at the end of the day, we can all find the time to live fully fueled no matter the life season?

In this Design Your Legacy podcast episode, hostess Angelina Carleton speaks with Matt Tack about how he has transformed his life through exercise and his commitment to Jesus Christ for the ‘movement piece’. From 15-20 minute workouts with a set of kettlebells at home to extending empathy in what health and wellness look like to you, they break down bio hacks and tips for any lifestyle. Matt also shares what legacy means to him and how to fully fuel your holistic legacy plans. Tune in to learn how to create more muscle mass and focus on what matters most – incorporating in resistance training and designing your 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, and tuning into our great podcast episodes!

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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!

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today 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 entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

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 legacy 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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You find yourself coasting in life, but what if your fears are just assumptions? When scarcity thinking builds up in your head, you might forget to bring your unique gifts into the world and thus, like a self-fulfilling prophecy … sabotage your legacy. With both your soft skills and core values, you may be underestimating how your presence could leave people better than they are – the imprint of your legacy. So, how do you shift to optimize for enjoyment above progress for memory dividends?  

In this episode of Design Your Legacy, hostess Angelina Carleton speaks with James Brackin IV about how he lost his father, uncle and grandfather – his male role models starting at age 6.  James shares how he would like, as a rising coach who collaborates with the best minds in the industry, to help others believe in themselves once again. To remind each man and woman to invest in themselves. To give all individuals permission to remember how abundant they and the world is. To lean more into intuition. Because positive beliefs are a choice and there’s a cost to inaction, and what one may need to unlearn. Listen in and hear how James transformed his life with his library of books and by committing in his personal development to inspire your legacy planning.

Learn more about James at https://podcasts.apple.com/us/podcast/you-can-too-with-james-brackin-iv/id1593897435.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today 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 entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

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 legacy 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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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.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today 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 entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

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 legacy 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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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!

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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. 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 legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com!

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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!

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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.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today 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 entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

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 legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com!

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Are you forgetting what the power of a personal brand can do for your legacy – especially when it’s lead from your heart? A lot of entrepreneurs feel overwhelmed as AI is replacing 40 million jobs now and into the future, thinking only from their head or taking more than they give because of scarcity. The growing digital landscape – with 5.4 billion mobile users and 5.2 billion internet users – can make you question your abilities to really hear what’s needed with the human beings in the marketplace ... on the other side of those black screens.

In this episode of the “Design Your Legacy” podcast, hostess Angelina Carleton speaks with marketing expert Vladimer Botsvadze, a world-renowned, multi-award-winning, digital transformation and social media thought leader, to shed some light on how to build your personal brand. Hint: Whoever tells their legacy story wins. From pinpointing how he defines and develops his legacy, to how he has been able to execute with resilience, Vladimer shares true tales to inspire you to design your legacy with branding. Tune in to discover how to turn your stories into a personal legacy based on your values and ultimate dream.

Learn more about Vlad at https://www.vladimerbotsvadze.com.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today 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 entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

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 legacy 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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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.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today 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 entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

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