Design Your Legacy - Life Lessons

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

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Are you a leader who wonders how you will be remembered by others, especially if your focus has just been on the money and forgetting joy? Many entrepreneurs and family business members feel empty when they fall asleep at night, as they know others are watching them as a role model on their life’s journey. They’re also anxious about including their soul’s ideas into their business decisions, debating whether to be so vulnerable and transparent as to the conversations in their head. Simply hoping to find support as you evolve as a whole human being, and leader, isn’t enough to achieve your holistic legacy goals and design that bigger plan. You need a strategy for developing and executing your legacy’s dreams.

In this podcast episode, hostess Angelina Carleton speaks with Camille L. Miller, MBA, Ph.D. about 4 strategies for the design of your legacy plan. She’ll show you how to follow your passions through one word a year, how to bring your gifts to the world, the importance of language in distinguishing between your ego and soul as well as the needed insights when asking yourself ‘why’ 8 times to discover your deeper answers. Focusing on how your soul is here to serve will lead you to the success of your legacy through ‘your lane of joy’. Listen in and learn how to turn what didn’t work in past years into practical steps in your holistic 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.

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

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Are you a woman who feels she is not receiving a fair chance when it comes to being invited to the ‘money table’? Many female professionals and entrepreneurs, whether they are self-made or part of a multi-generational family of wealth, feel as if they shouldn’t be making financial decisions … so they aren’t focusing on it. They may feel anxious about the added levels of complexity as well as the new vocabulary needed to communicate confidently. Simply setting up small habits now is just a start to feeling a sense of belonging to ‘wealth conversations’. You need an investment account for both your retirement and to live your legacy dreams.

In this episode, hostess Angelina Carleton speaks with registered investment advisor Anna N’Jie-Konte, MBA, CFP. Anna shares strategies on how money can be a tool for your legacy and how today’s wealth firms in their business model need to let women and immigrants into the decision-making process so as to not overlook billion-dollar niches. Focusing on women, as 40% of wealth is now being managed by women, accepts the changing demographics and recognizes the very real societal limitations placed on women’s dreams in what they had to give up in the past. Tune in and learn how to turn your money stressors into actionable steps in your financial and legacy wealth building.

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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.

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

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Does your financial success mirror your professional success? How do you manage money? How do you manage your finances, cash flows, and a financially stable business in order to invest in your future? Many families don’t walk their NextGen through the back end of the finances to know that making and managing money are two different skill sets. What about all the other jobs your dollar has to do? When things go sideways, the thing that makes it easier is cash. What if it isn’t noble to cut yourself out in paying yourself a salary as a business owner?

In this episode, hostess Angelina Carleton speaks with Jen Paterson, a financial planner who studied economics and finance in British Columbia (Canada). We talk about the distinctions around managing money this automatically isn’t taught or discussed as needed in society, amongst friends and associates or in the business schools. Yet, it doesn’t have to be ‘heirs gone wild’ or ‘entrepreneurs gone wild’ when the money gets deposited. If you don’t pay attention to how you spend and set aside monies, it can’t serve you or your legacy dreams. Tune in and hear how you can learn the strategies to navigate your money management in the design of your holistic legacy planning. Does your financial management meet your Legacy goals?

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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 #financialcapital

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/sessions. Are you ready to shape your legacy based on your values?

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Do you know what an exceptional life looks like, given today’s superficiality and transactional nature? Despite the brevity of life being one of the biggest surprises, you might find yourself still determined to design both a life and a legacy with a clear vision. This usually happens when discipline weighs ounces while regrets weigh tons … making the days expensive. Without a structured framework to show you how to define, develop and execute on a sensible plan, it’s tough to believe a great legacy is possible. So how do you create that roadmap that allows you to maximize your time, talent and treasure?

In this week’s podcast episode, hostess Angelina Carleton speaks with Chris Ford, founder of Wingate Capital. They review one of his favorite books, the 12 Pillars, to break down how to set up your priorities right as well as your calendar to find results. Starting with the first six (6) pillars, we discuss how influence is subtle and how each day offers one ‘best’ opportunity so as to not get distracted by the urgent. Listen in and learn how to borrow from this great book and the clues it left behind for your holistic legacy plan of action as a lifelong learner!

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Wingate Capital is a Real Estate Private Equity firm that provides investors opportunities to passively invest in institutional-quality, recession-resilient, real estate. Their direct access allows investors to invest alongside experienced operating partners who have a proven track record of delivering attractive risk-adjusted returns. Their goal is to help investors build long-term wealth and passive income streams through a diversified offering of value-add multifamily, self-storage, manufactured home and RV park investments located in growing markets across the U.S. The deals that they fund allow their investors to preserve capital while collecting consistent cash distributions, building equity in hard assets, and benefiting from these assets' appreciation over time. Reach out directly to join their investor club via https://www.linkedin.com/in/christopherlloydford or https://www.wingatecapital.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. #humancapital #legacycapital #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/sessions. Are you ready to shape your legacy based on your values?

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Family business founders live extremely busy lives and are so focused on the business that oftentimes, the NextGen’s (Generation 2-Generation 4) didn’t understand why their parents were gone. To add to this lack of connection, parents can feel guilty and not know how to pass on the enterprise successfully to G2-G4. There can be so much weight on the shoulders of the next generations in pressure when there is an absence of knowing the stories, the roots, behind their history. This history, even the bond of the family, supersedes financial position and standing in life but values have to be handed down. So where do you start?

In this week’s podcast, hostess Angelina Carleton speaks with historian Douglas Miller of Mullerhaus Legacy. They talk about the field of Heritage Management as well as the concept of duty as a part of the human psyche in 'why you are here' and 'how you arrived here'. For the lives of young people, studies show that knowing your history increases self-confidence. It also fills in the empty places. Mr. Miller discusses expectations, the preparation of G2-G4 and the differences between managing a portfolio well vs. dealing with the human elements. Tune in to discover how affluent families handle cowboy stories as well as how to involve 71 participants in your 'hard cover coffee table book' to inspire your legacy!

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Legacy doesn’t just happen. To be influential, heritage must be protected and shared with care and authenticity. Mullerhaus Legacy is your expert team of creative storytellers and professional historians helping families and businesses like yours inspire the future by using history to keep stories and values alive. Your family and business legacy deserve to be beautifully preserved and shared. The American Dream will falter if we fail to pass along the character, values, and traditions that unify us. To preserve the promises of liberty, Mullerhaus Legacy makes the story of American achievement an influential part of everyday life. Their purpose is to use family and business history to lead, inspire and connect future generations to their inheritance of opportunity.

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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.

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

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Your ability to manage your time, as well as your email inbox, is key so you can feel a sense of accomplishment. Because let’s be real, corporate America will no longer birth or bury your career in 2024 … as Elon Musk just laid off 80% of Twitter’s employees. But more importantly, do you have an evening ritual so your work does not consume your mind, in taking over your peace of mind? This could mean knowing how to compete on the benefits of your product or service compared to price in how what you have to offer can and will benefit others. And yet most entrepreneurs forget to get commitments from others in beta testing ideas with the intent of buying it, compared to just having others tell you what you want to hear.

In this week’s podcast episode, hostess Angelina Carleton speaks with professor Marc Kramer about five ‘best business practices and tips’ as he's raised over $3 billion in capital. Marc talks about underpromising and overdelivering as well as how he sets aside three hours a day to read the WSJ, Inc, Fast Company, Business Insider, HBR, Forbes and Fortune. But more than just business insights. Marc speaks about the design of his holistic legacy. When he’s not flying helicopters or skydiving, Marc believes ‘legacy’ is creating something for others so they can benefit from your ideas, creativity and intellectual gifts. Tune in to hear how Marc is living into his core values of loyalty, ethics, selflessness and supporting others as the joys to his holistic legacy plan. Learn more about Mr. Kramer at https://pitchtomefirst.com.

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Marc Kramer is a serial entrepreneur and a fellow Penn State University graduate. He is president of Kramer Communications, which provides business, marketing, financial and operational plan development and implementation for startups to Fortune 500 companies. Marc is president of Stress Free Family Business, where he trains the next generation, develops process and plans to grow the family business. He is also executive director of the Private Investors Forum, which runs the Angel Venture Fair.

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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.

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

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How do you compete as a family business against the Fortune 100 and 500 companies to level the playing field? The business intelligence to know who enters your location, physical or digital, within a three-mile radius 1.5 hours before and after … with three satellites can the strategy to whether your project, business or services survives or dies. Whether you like today’s level of data (AI) tracking or not, it’s a situation that requires your due diligence … especially when you would like to have an effective marketing strategy in managing costs. So how do play outside of the walled garden to grow and measure foot traffic … including if your legacy project focuses on private aviation?

In this podcast episode, hostess Angelina Carleton explores geofencing with guest Barbara Wardell, who is one half of the agency Cullari & Wardell. Barbara also speaks into learning to put herself first in her goals as a female entrepreneur as well as finding people to look up to. For her legacy, she talks about how kindness can change a person as well as how the loving nature of women, in how we relate to one another in society and in business, can be a game changer. In addition to hearing why you should add ‘exclusivity’ into your ad contracts so as to protect your legacy project, Barbara also talks about giving to others so they can have a legacy other than poverty in her holistic legacy plan. Tune in to hear how geofencing can build generational wealth if you are a family business! Learn more about Barbara at https://cullarimedia.com.

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Barbara Wardell is a seasoned marketing and advertising professional who transitioned from a successful career in the specialty medicine industry to become a disruptor, supporting small businesses. Guiding her geofencing ad agency, Cullari & Wardell, Barbara embraces a growth hacker mindset that strategically focuses on identifying and amplifying her clients’ strengths while pinpointing weaknesses in the competition, utilizing GPS location data. This approach results in a significant and measurable impact on foot traffic and online engagement, making her efforts truly game-changing and successful.

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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.

About Legacy Planning(c):

There is an empty space between financial planning and estate law where a co-active coach, a trusted advisor, 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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When professional coaching can an asset to your legacy planning – in bringing your design to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.

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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.

#humancapital #legacycapital #emotionalcapital

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

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Do you dream of making your legacy more than what happens when you are gone but find yourself frozen by the how around why your story matters? Telling your story from only your perspective can either define success for your legacy or leave you questioning your narrative, making what should be fulfilling seem daunting. Countless individuals find themselves with human moments and emotions to share, in their moments of triumph when the stakes were high. So how do you bring your personality to your legacy in noticing the details of you?

In this week’s podcast episode, hostess Angelina Carleton speaks with Ben Feller on his legacy mission of pursuing happiness as well as making the lives around him better. Ben offers some much-needed guidance around starting with your legacy goals and 'seeing opportunities to give' as exciting, more than just the duty to show up. Based on his reflections, designing a legacy starts with ‘person to person’ conversations, in listening as well as trusting yourself more to go deeper in the human experience here and now. So how do you get your legacy right? Tune in and receive actionable strategies to get and keep you in the driver’s seat, so you can find your bigger legacy story. Connect on a human level with your legacy so your legacy can be more than just forms. Life is not a series of transactions. What story do you want now?

Learn more about Ben at https://maslansky.com.

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Ben Feller is an award-winning writer who covered two presidents and now helps people and organizations tell their own stories. He is also a writing coach, moderator, media adviser and public speaker on parenting, politics and the power of communications. In his first career as a journalist, which spanned 20 years, Ben distinguished himself as one of the finest reporters in the nation. He ultimately served as the Chief White House Correspondent for The Associated Press, a role in which he led presidential coverage for the largest news organization in the world. Ben spent more than six years covering Presidents Obama and George W. Bush, traveling aboard Air Force One across the US and 25 countries.

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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.

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

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Peacefully engaging with your partner when you are upset with them requires tools and skill sets we often don’t have … but the fallout can include contempt, stonewalling, criticism and defensiveness. Looking at today’s divorce statistics, we are missing nuanced ‘emotional’ knowledge when it comes to marriages and human capital. Many partners will ‘throw’ their contempt, compared to articulating it, … especially when it’s controlled by ego. It can become one party’s victory over another’s. Yet in the science of peace, where do we start?

In this week’s podcast episode, hostess Angelina Carleton speaks with Alex Pardi out of NYC. Alex asks: How about beginning with weekly check-in’s to ask five key questions? Or the positive use of labeling where the other party can say “That’s right!” or “Exactly!” or “Yes!”. In breaking patterns of blame, the fastest path to zero is withholding support and appreciation in pettiness. Yes, practicing new relationship skills is an exercise in patience. Yet your holistic legacy is influenced by understanding what is most meaningful to you and to those around you. And in the world of high performance, learning to perform highly in your relationships is more important than ever. Learn more about Alex Pardi at https://www.skool.com/alexparditv/about.

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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.