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 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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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!

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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.

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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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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, 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!

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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 may have heard the phrase “the stars incline, but they do not compel” in fate vs. freewill. But “location, location, location” may be just as important when designing your legacy as it is with the acquisition of real estate. Many entrepreneurs struggle to align with their higher selves, let alone find peace of mind given the pace we are living at today where stress got normalized. And yet, you might be wondering: How can I find harmony and peace within, if I can’t get to the ideal peaceful places on Earth?

In this podcast episode, hostess Angelina Carleton speaks with Indra Rinzler, a seasoned vedic astrologer about how Astro Cartography can help you better design your legacy plans. Indra talks about how most people today want to heal their inner child and personify this intention on the outside, as he shares the four doorways to conscious living. You’ll learn why your Enneagram of Personality matters in your core personality and core triggers and, how to get out of the movie of your life and into the audience to let go of what no longer serves you. Listen in and discover the secrets of how the ‘wheel of life’ can help you better design your legacy in your free will.

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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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Learn more about Claudia at https://startupjunkie.org/claudia-scott re: microloans and overcoming challenges, whether in life or in business, to design your legacy no matter the odds! 

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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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As a business owner, you know you can feel out of control most times with everything. But what if that loss of control in your business spills over to your internal emotions as well as relationships? If the level of connection with others equals your quality of life, isn’t it time to get some coaching in this area? The secret is stop hurting on the inside and to start feeling good isn’t more achievements or money: it’s simpler: re-evaluate your beliefs as well as existing stories.

In the week’s episode, hostess Angelina Carleton speaks with Matthew Stafford, a business owner who has seen $800M in sales through conversions and optimizations. They discuss how anger can mask fear of loss as well as confusion in how many intellectuals can think vs. feel their feelings. Yet, Matthew doesn’t shy away from doing the internal work and paying it forward in the conscious planning of his legacy. Whether you're an Ecom Guru or a young entrepreneur, tune in and learn how to create true connections so your legacy is based on conscious stories compared to living out reactionary stories! Find more info about Matt at https://buildgrowscale.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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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 taking 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 plan. 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 MARSOC Marine (who served in Special Operations) who has become a business owner as a civilian. Their legacy conversation covers how Joe has tapped into ‘personal development’ in order to overcome brain injuries, concussions, homelessness, suicide attempts, cocaine use, oxicotton addiction, and growing up alongside Chicago’s mafia to now be kinder, wiser and healed. You’ll pick up realistic tips from Joe’s experience and learn how he leverages the "law of vibration" to be in service to others. If you feel like so many entrepreneurs do – left to wallow in your past tragedies – be sure to catch this episode and discover that everything is energy and how you can transform your vibes to design your legacy.

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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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What does it take to capture your family’s best memories? It’s easy to think of your legacy only in terms of assets and image. But that belief around only money, or materialism, can leave you empty – feeling lonely when we as humans need and find meaning through connection. But what if your greatest wealth lies in dusty boxes filled with decades of photographs as well as online images that just require organization and an artistic touch? The truth is, you came from love and were born into love no matter your family’s struggles against all odds.

In this week’s episode, hostess Angelina Carleton speaks with Haleh Shoa, Founder and CEO of Picturli in Los Angeles, CA (USA). They talk about how we are wired to know where we come from, even if the human experience is joyful and bittersweet. Haleh shares profound insights about what happens when her clients see well-organized albums, as well as gallery walls, slideshows and a variety of other formats... in what it means to plans for the next 7 generations in love. We are reflected in our ancestors, and vice versa. She unveils how to make your photos really safe as well as the benefits of being connected to your past. Tune in and hear the holistic legacy Mrs. Shoa would like to design as well as the core values she incorporates so you too can feel inspired as a business owner, entrepreneur and legacy aficionado.

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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.

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!

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The enemy of holistic legacy planning is not having a plan. Not only is this true if you are in the early stages of growing your wealth or if you are in a multi-generational family of wealth. But how many times do we put off the difficult conversations around money, mortality or even balancing checkbooks? That kind of bobbing at sea can leave you to figure out your legacy plans the same way your parents did, without a lot of support.

In this week’s episode, hostess Angelina Carleton speaks with Andrew Van Alstyne, a fee based financial planner about the five forms of capital (spiritual, social, intellectual, human and lastly, financial). He also talks about the five biggest problems we are facing today: not wanting to outlive one’s financial capital, concerns around complacency for the next generations in how they will build upon prior intellectual capital, control from the grave through wills and trusts, women as the beneficiaries of wealth with $31T to be passed in the next decade and their questions of ‘what to do next?” as well as how to create a family bank. What’s at stake is the human capital so as to not create ‘country club kids’. Tune in to hear more, including how Andrew is designing his holistic legacy vision!

Learn more at https://forfiduciary.com/meet-andrew-van-alstyne.

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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.

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!

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Does facing your family’s "four horsemen of the apocalypse" make you want to rather have a drink, go shopping or eat as an escape? We’ve all been there! We all want to feel safe in our relationships but how do you define these words, along with power, money or even communication when it comes to our rules, biases and what we are willing to fight for. It’s easy to think that financial security creates emotional security, but it doesn’t. Even if you have the best governance documents, how can you design a legacy when you haven’t had the vulnerable conversations when it comes to what you tell yourself internally as well as family dynamics?

In this podcast episode, hostess Angelina Carleton speaks with Francesco Lombardo of Veritage about how we can fight for our biases, including “the cottage”, and what all of it represents based on our perspective of those biases. All you need to understand is that there are multiple examples of best as well as worst family traditions that play out until we consciously choose to create new emotional traditions. Tune in to hear about the four horsemen for your holistic legacy design as well as how Franco is diving with the sharks in developing his legacy’s vision! Learn more about Franco at https://veritage.ca/.

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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.

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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.

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!

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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!

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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 or learn more at https://www.sip.ch.

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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.