Design Your Legacy - Life Lessons

Feel free to say "no" ... but does it make sense to ... design your legacy ... if it gives you purpose for your life beyond short term goals? Once you realize your legacy might be how other speak of you and remember you when you aren’t in the room, you start paying attention. This is where the perfect conversation comes in. Learning to communicate effectively, both in words as well as in your photographs, is the first step to proficiency as well as mastery. For example, a great quarterback (in American football) performs for the winning touchdown has training that is broad and with multiple facets. So too should your holistic legacy planning be broad and with many facets!

In this week’s podcast episode, hostess Angelina Carleton speaks with Master Mason Jake Stahl about how your legacy doesn’t have to be specific or singular … as he constantly strives to craft the perfect conversation with those that matter the most in his life. His legacy vision? To be a great parent and spouse for starters … Tune in as he breaks down key strategies to set your conversations up for a win and how you too can listen to what is actually be said, starting with your emails in today's world of artificial intelligence. Learn how you are still smarter than AI, especially when it comes to designing your legacy!

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Jake is a communications powerhouse and a highly sought-after executive and sales coach on a mission to unlock human potential. Driven by a curiosity for the "why" behind our words and actions, Jake leverages his degree in Psychology and a Master Certification in Neuro-Linguistic Programming (NLP) to craft impactful books and equip business professionals and executives with the tools to shatter performance ceilings. A recognized leader in his field, Jake wears many hats. As a fractional Chief Learning Officer, executive coach, and sales coach, he's empowered 10,000+ individuals across 6 countries to achieve their peak performance. As a public speaker, Jake has connected with audiences in 47 US states and across 6 countries. Best of all, he has a plan for his holistic 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.

Have you ever wondered if emotions are stored energy? Yes, entrepreneurs are busy, but what if 'being busy' is also a coping mechanism? We can pump ourselves up with coffee and high vibrations but what if you feel overwhelmed by echoes of the past? Where emotions are stored in your nervous system and tension builds up and you can’t ever fully relax. Anyone with anxiety is tense as they hold all of that voltage of energy inside. Yet, we live in a society where validation and approval feel good when we perform well. But imagine if you had your best months in business only for it to be followed by panic attacks? How do you handle your inner emotions when the pressure is on?

In this week’s episode, hostess Angelina Carleton sits down with John Graham, entrepreneur and 3-time USA Memory champion who has performed in front of 400 million people. John and Angelina speak about how he had struggled with anxiety for 20 years before finding the answers in his heart and soul. He shares how he learned to allow the anxiety to wash over him and how vulnerability is one’s capacity to speak truth. What will be in the pages of his Legacy hard cover coffee table book? How about how he made peace with everything that bothered him... and how you can too. Tune in to hear insights on why your inner legacy is more important! What are you passing on generationally?

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John Graham is a 3x USA Memory Champion, Grandmaster of Memory and a mentor to high performers (including a World Record holder) at 37 years of age. While he's a brilliant mind and innovator... his dark secret is that he's had to overcome daily panic attacks and chronic anxiety. Mainstream methods (therapy, meditation, supplements, etc.) did not work so he had to find counter-intuitive methods to release his suppressed emotions and past conditioning of his mind to free himself of panic and anxiety. He's performed mental feats on TV shows all over the world:
- Super Brain (China) 400 Million Viewers
- SuperHuman (USA) with Mike Tyson
- Xtra Ordinary (Indonesia) 20 Million Viewers
- Incredible People (Russia) 4th place finish.
Learn more about John at www.releasepanic.com/free.

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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.

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.

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Kristin Keffeler, MSM, MAPP is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.” Kristin is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life (Wiley, 2022), an Amazon bestseller in its category. As the founder of Illumination360 and the Chief Learning Officer for the Denver-based Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration.

Drawing upon her life experience as the daughter of wealth-creating parents and her years of research and private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and uses a lens of strengths to help them to ignite their potential. Keffeler brings a multi-dimensional approach to her work. She earned an undergraduate degree in human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management with a concentration in Public Health from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania.

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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.

Often, the hardest part of change has to do with when we can no longer look at the world as we wish it to be, we have to look at it as it is. First, there was the pandemic, then US taxation of unrealized capital gains adding to the stress, then a US ultra-millionaire tax by politicians. So how do you arbitrage yourself to exist in different jurisdictions? The US feels different today compared to a decade or two ago – when challenges get too close to your family’s wealth and well-being, it’s time to consider which country is best if you are a golden goose. Many Americans, for instance, don’t realize they can only stay in Europe for 90 days. Whether it’s external or internal forces (i.e. rivalry for leadership, population management, etc), the world is changing. 

In this episode, hostess Angelina Carleton speaks again with David Lesperance JD about second citizenship opportunities as well as protections. When you have a wider view of the world as well as more to lose, it’s smart ‘legacy planning’ to deal with both the immediate and long-term future challenges. When a variety of countries seek your domicile and/or residence, it’s time to tune in to hear why a second or third passport can be your next best investment … especially when compliance rules the roost in the banking world. Tune in to make the most of your choices, time and family's legacy!

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Lesperance and Associates are Trusted International Tax and Immigration Advisors. We Provide Specialized, Holistic and Un-biased Solutions. In the complex world of international immigration, citizenship, and taxation, Lesperance & Associates stands out. As highly respected International Tax and Immigration advisors we pride ourselves with providing our clients with expert advice. We always fully consider our clients’ personal, family, business and succession situations when offering bespoke, holistic solutions. Moreover, Lesperance & Associates never accepts commissions or financial incentives from any Citizenship by Investment, Residence by Investment or Golden Visa type programs. Therefore, our clients can be assured that the advice they receive from our firm is in their best interest. We represent them, and only them — and not ourselves or any foreign government. Learn more at https://lesperanceassociates.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.

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today.

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Fame at any age can lead an individual, or 100-year brand, to a crossroads. There’s the outward experiences and then, the inward experiences but … how do you align the two? How do you live into and choose ‘legacy worthy’ decisions when all eyes are on you? How do you create clear agreements with yourself and others based on knowing your intentions and a higher level of consciousness? How do you design your decade? Just as the Ritz Carlton incorporates visionary thinking into their brand of prestige, what are your standards from which you need your legacy worthy life to operate from?

In this week’s podcast episode, hostess Angelina Carleton speaks with Sherrie Rose again about the relevance of holistic legacy planning. They dive deep into why both public and private companies, including influencers, need to retain a fractional Chief Legacy Officer (“CLO”) and why all of your legacy-worthy choices matter. Who is your futurist as well as archivist? In the concept of a ‘time guardian’, how do you guard your time to use it wisely in highest and best use? Sherrie unpacks the optimal creation framework known as Enhavim for those of middle age and beyond to lean into their modern maturity. Listen in and learn how to craft your legacy worth life, as well as brand, to transform your dreams into Enhavim!

Learn more about Sherrie Rose at https://chieflegacyofficer.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.

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.

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We’re all aware there will come an innate time when designing your legacy will be of utmost importance. Both to preserve the best of your life as well as your family’s history, especially when there’s no one left to carry forward what’s been built. So no one forgets what’s been built, given that we are here for the blink of an eye. So what if you started designing your legacy before you got back to ‘being busy’? What is it you will leave behind for the NextGen? How will they carry that vision and those values forward? How does and will your legacy move?

In this week’s episode, hostess Angelina Carleton speaks with Benjamin Brown, a serial entrepreneur and business owner. Together, they speak about Ben’s journey from growing up on a farm in South Carolina, getting adopted, and his three best practices of: Don’t worry so much, get out of your own way, and move. What if you could pass on a legacy of gratitude through proper mentors and understanding the guiding principle of ‘nothing means nothing’ in not attaching emotions to avoid going in circles? You’ll also learn Ben’s sales secrets of how he has made multiple businesses prosper. Listen in and feel inspired by Ben’s legacy vision to be ‘a good conscience person who did the best he could’! Learn more about Ben at https://www.360salesconsulting.com.

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About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.

Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.

Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.

Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.

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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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!

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

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today! Are you ready to shape a legacy that reflects your values?

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Most entrepreneurs think of the expression “money makes the world go round” but what if it’s that ‘people make the world go round’? Where money is an abstraction of human ambition? Yes, an economist’s point of view is that capital matters but let’s be honest: you leaned into your core values when you thought of your best business ideas as time disappeared and your excitement increased. So how do you develop your big ambitions and process the moments when things don’t work out? How do you become emotionally intelligent with your tone and the words that come out so as to keep your closest relationships and not live in a world of AI: Siri, Alexi or the IoT?

In this week’s episode, hostess Angelina Carleton speaks with Charney Kaye, the Founder of XJ Music who is a lifelong hacker, artist and musician. XJ Music enables composers to realize new possibilities in dynamic music for video games. Charney discusses his next level music engine, releasing his software open source and the shift today to dynamic experiences, both for the consumer as well as the virtual production houses. Whether you enjoy ambient music or you would like to take a moment to think about your legacy, you’ll receive inspiration from this conversation. Tune in to hear how Charney leans into his values as well as how he conducts himself with integrity, kindness and mindfulness, so you too can execute on your legacy design! Learn more about Charney Kaye at https://xjmusic.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.

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

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Every savvy investor is told working capital matters and most portfolios generate less than 3% in personal disposable/reinvestment income. You might have also been told that at some point before or during your retirement at any age, your principal has to be invaded in order to pay bills or you have to sell assets to afford your lifestyle. But if by not understanding the distinctions between mutual funds, ETF’s and CEF’s (closed end funds), you set yourself up to make other people rich and struggle during your retirement years. So what is there to know about CEF’s and what six principles are guideposts to lean into to see income month after month?

In this week’s podcast episode, hostess Angelina Carleton speaks with Steve Selengut, a sophisticated investor about how CEF’s can help better plan and design your legacy as well as what you need to know to start receiving dividends. Investors haven’t been encouraged to pursue CEF’s and most people have never heard of them! In this conversation, key financial knowledge is discussed so you can have more personal agency over your finances as well as your personal legacy! Tune in and hear how to make your working capital more powerful whether through your own investment management or new dialogue with your financial planner!

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Steve has accumulated over 40 years of experience as a private investment manager, with a strong focus on increasing the spendable income generated by client portfolios. Today, his role has transitioned into that of an Income Coach, where he's dedicated to teaching investors how to more than double the income produced by their portfolios. Using Market Cycle Investment Management (MCIM) in portfolio preparation and design, he's been able to take advantage of all major financial market movements, in either direction, for decades. You can reach out to Steve at [email protected], or at [email protected]. Learn more about CEF's at www.theincomecoach.net.

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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. #financialcapital #legacycapital #emotionalcapital #humancapital

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 that reflects your values?

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Western capitalism as an enterprise, including the roads on six continents, can be attributed to such entrepreneurs as Ford, Rockefeller and Carnegie. However, what about when money supersedes God in what influences your heart? Do you feel guilt, shame or pride more profoundly than Christ’s love? Do you fear expressing emotions such as hope, peace or the love of God when he pours into your life? Could you be operating out of your wounds compared to your prayer life? What’s the point of your wealth if there’s little to no faith?

In this week’s podcast episode, hostess Angelina Carleton speaks with Rev. Dr. David Chotka as to how all of scripture is about designing your holistic legacy. Faith appears more than any other words in the Bible! And God left many stories to transform you from the inside out. What if your legacy planning operated from a basis of love and faith compared to fear and condemnation? The Kingdom of God isn’t just about eating and drinking but rather … peace, joy and righteousness. How are your spiritual best practices intertwined with your business practices ... in designing a legacy beyond your lifetime? Tune in to hear about God’s presence through Dr. Chotka’s healing prayers and legacy plans.

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Rev. Dr. David Chotka has his doctorate in Spiritual Discernment from Gordon-Conwell seminary, and has led seminars/conferences nationally and internationally (17 countries). He develops resources and training tools “to equip God’s people for works of service.” His book, “Hey! Are You There? It’s Me—God” has been acclaimed by Jack Canfield (co-author of the Chicken Soup For the Soul books) as “a great read” and “an incredible book.” It gives practical advice on How to Listen, Test and Know When God Speaks. His recently published title, Healing Prayer is God’s Idea, co-authored with Rev. Dr. Maxie Dunnam, is described as a book which makes “something like healing, which can seem complicated and intimidating, simple and accessible…” Purchase his books online at https://bit.ly/chotka.

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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.

#humancapital #spiritualcapital #emotionalcapital

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 that reflects your values?

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Leadership as a Founder can make you feel like a star when you’re successful. Other times, it can feel as if you are walking off the edge of the map into the great unknown … guessing what to do next – whether that’s growing, selling or succession. When there’s no map, you search for clues to anticipate what’s next and what’s best before there's the pain of a blind spot. If you don’t read the baseline correctly, you may embarrass yourself publicly in taking two steps backwards to take one step forwards, in order to save face and the vision for your legacy. So how can a coach guide you as you grow forwards?

In this podcast episode. hostess Angelina Carleton speaks with Scott Ritzheimer as they explore his 7-step map based on the patterns he’s observed in the last 15+ years of building businesses, non-profits and founder’s careers. Scott will talk about over applying past lessons to the present and how to better optimize your focus for the actual leadership stage you are at. When will you find the time to do it right a second time? A good map gives you reassurance, offers insights and holds you to your vision, which will greatly impact the holistic design of your legacy. Tune in and understand that how you end is just as important as how you began in your broad legacy planning!

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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. #humancapital #legacycapital #emotionalcapital

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