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? - It’s no shock that scaling is today’s secret in the entrepreneurial marketplace. Digital products, journals, planners … even online courses as your website’s “lead magnet” have become a new standard and changed what we expect from small businesses, family businesses as well as the luxury experience. The truth is, scaling successfully means new capacities and a willingness to make hard choices when time is of the essence. In this week’s episode, Angelina Carleton speaks with Crista Grasso, an international lean and agile business consultant to Fortune 50 multi-billion-dollar businesses, strategic advisor to 6 - 8 figure small businesses, and creator of the Lean Out Method®, 90- Day Lean Out Planner, and the Lean Business Scaling SystemTM. Crista shares the biggest mistakes entrepreneurs make between the $500K and $5M range when scaling! You’ll learn how to incorporate lean strategic planning into your best practices and how your team can achieve more by doing less! Tune in now to gain valuable insights in how you too can embrace the 4 pillars of Crista’s Lean Out Method so your business “and legacy” can be lean, luxe and leveraged in the key asset of your time. Scale your business “simply and sustainably” at www.leanoutmethod.com. - 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. #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/sessions. Are you ready to shape your legacy based on your values? - How do you break from the golden handcuffs of a job that serves another’s legacy vision compared to your own? After going through a “dark decade” to experience what it is to live a devasting life, Spencer was able to process multiple life and business lessons to both become a full-time real estate investor and help other busy professional invest passively. With his newfound financial independence, Spencer now travels internationally and designs his lifestyle while teaching his next generation a holistic education based on principles and financial humility. What will be in his "legacy" hard cover coffee table one day? Perhaps embarrassing stories filled with his biggest insights, pairing vulnerability with final results on key topics such as overcoming fears, delving past your comfort zone, and the value of contrarian thinking as a blueprint or playbook for the NextGen. Learn more about Spencer at www.madisoninvesting.com. - Spencer Hilligoss is the CEO of Madison Investing - a real estate investment club with curated real estate deals. Spencer founded Madison Investing with a mission: to help busy, successful professionals invest passively, secure their most valuable asset of all: Time. By partnering with in-market, vetted operators, Madison Investing has $2.3B in acquisitions, with over 20,000 units. Investors now have access to cash-flowing private real estate syndications and funds, allowing them to enjoy passive returns as these businesses thrive. He is a registered member of FINRA and a member of the Forbes 2022 Real Estate Council. - 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. #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/sessions. Are you ready to shape your legacy based on your values? - If you have ever experienced collateral damage from a narcissist, your soul could be left in fragments. But understanding the remedies as well as this type of personality is key to not just the survive in hopes of one day designing a legacy … but thriving for your full legacy vision in divine will. When you don’t heal from narcissistic abuse, understand quantum time lines, or know thy enemy, you can stay trapped in a cycle for years in the frequency and vibration a narcissist can inflect into your reality. In this week’s episode, Angelina Carleton continues her “Legacy Conversation” series with Melanie Tonia Evans, author, speaker and global coach empowering people with quantum tools to turn their narcissistic nightmare into the best catalyst for their personal development. Angelina and Melanie reflect on false idols, false selves, Stockholm syndrome, ‘always trying to find home’, and separation consciousness. Imagine what could be possible for your legacy’s design, never mind its development and execution once you finally are led by Source compared to vampiric narcissists. Tune in to reclaim your life and legacy! Learn more about Melanie at www.melanietoniaevans.com. - Melanie Tonia Evans is a global narcissistic abuse recovery expert, creator of the Quanta Freedom Healing Method™ and the Narcissistic Abuse Recovery Program (NARP). Melanie’s leading-edge healing method has helped thousands of people make astounding recoveries from trauma. Her work has touched over 15 million people from over 150 countries, revolutionizing the survivor model to one of Thriver status. Author of You Can Thrive After Narcissistic Abuse - The #1 System for Recovering from Toxic Relationships, an Amazon best seller, and has been translated into multiple languages. In 2019, she won the Personality of the Year Award from Kindred Spirit. - 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. #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/sessions. Are you shaping your legacy based on your values? - Life is short. But understanding yourself to engage with life in a way that supports your dreams is a key part of your legacy’s holistic design. When you realize the power of unconditional love in your family and structure your business to address clear market voids, both the business and the family win. But before Mike could survive and thrive, he had to step up in leadership after the passing of his father and think outside of the box to address housing affordability in the USA. As a result, he has developed systems in place and is now inviting members of the public to invest with his company for up to 8.5% interest rate returns. In this week’s legacy conversation, Angelina Carleton speaks with Mike Kaeding, CEO of Norhart, as he addresses the growth of his company and inspires his teams to make a wider contribution. Angelina and Mike discuss his legacy vision of “to make a meaningful impact” as well as his values of connection, relationship and shared experiences. Having been raised in a family business, Mike learned how to run small teams and lay bricks during his summer vacations. Tune in for a deep dive into thought-provoking questions and discover how any NextGen family member can develop themselves after the loss of their parent. - Mike Kaeding is the Chief Executive Officer of Norhart. He is on a mission to dominate the multifamily industry by delivering the best construction cost-to-value in the industry. Thinking outside the box, analyzing data, and innovative ideas are what Mike is all about. Norhart's Vision and Roadmap: Their 10-year roadmap is to be the largest smart apartment developer in the Greater Minneapolis/St. Paul (USA) area with a focus on lifestyle living, building community, and giving back. www.norhart.com/invest. - 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. #legacycapital #financialcapital #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/sessions. Are you ready to shape your legacy based on your values? - Most entrepreneurs don’t know about trusts, and if they do, it's with very limited knowledge. But if you want design generational wealth so your grandchildren will thank you, you need to set aside time to learn about a variety of trusts to implement them correctly and set it up right from the start. Whether you inherit wealth or are one of the 2/3’s of today’s affluent that are self-made, do you know what makes for a great trustee, indenture or general manager? If you’re not careful, you could end up from rags to riches and back to rags again – wasting both time and energy in the development of your holistic legacy planning. In this week’s episode, Angelina Carleton speaks with paralegal Howard Hinman about the differences between statutory and common law, private trusts. You’ll learn how to determine which trust officer should take on a leadership role, why three trustees are better than two, and why EQ is still more important than IQ, even in the business of trusts. If you’re tired of being left out of the conversations of how to structure real generational wealth, this introductory episode is for you! - The subject of Trusts is complex and mysterious. An ancient system used to pass wealth has gone through a metamorphosis that only time can produce. Despite this, though, the basics of setting up assets for Beneficiaries remains. Keeping this one thought in mind, the variety of ways to do this becomes simpler, and the complexity drops away. In reality, the average person with a high school education can understand the basic concept of a Trust. Within this knowledge is the art of wealth build-up and management–a subject that everyone should know, at least at a working level. Learn more at https://passingbucks.com/main/why-are-we-doing-this/. This podcast episode is not intended to be legal advice. - 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. #legacycapital #intellectualcapital #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/sessions. Are you ready to shape your legacy based on your values? - Have you ever wanted to convert your raw ideas into million-dollar plans? If so, you might be curious how you go about the process and how you can craft your ideas to see results. One thing is for sure: before you can create a fully developed concept, there needs to be clarity around both understanding market demand and building your business case. But how do you know precisely what investors need to hear and see from you to capture their attention and ensure project success? In today’s episode, Angelina Carleton speaks with Lee Stone, CEO and Partner of "Haus of Stein", a property development firm with services to increase project revenue, invite capital to the table, negotiate entitlements, and create desirable assets for the market. His high profile clients have included Monte Mayor (golf), David Lloyd Clubs (fitness), and Roberto Cavalli (luxury retail). What are the four key areas Lee considers when crafting his development projects? Tune in now to learn how you can convert your raw ideas into a reality for your holistic, long term legacy! - After decades of designing high-end residential projects, Lee diversified into commercial and hospitality markets in 2011. He went on to perform works on large commercial, hospitality, marina and retail master planned projects. Haus of Stein encapsulates a full service range, crafting projects at their genesis, feasibility, branding, funding, and execution of the site phases. Lee continues to accept private design commissions. Say hello to Lee at [email protected]. - 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. #legacycapital #financialcapital #humancapital

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

Design your legacy with confidence today at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Most people think their life insurance policy falls into one of three categories: lapse, surrender or finish it out to the end. But that’s not the full picture. Even if you’ve never heard of life settlements or think you or your loved one may not qualify, US Supreme Court Justice Oliver Wendell Holmes, Jr. changed all of that in 1911. Who knows, you might be the next beneficiary as life settlements grew by 11% in 2020, but you have to be patient for 5-6 months and learn the 5-step process to competitively sell your policy if you no longer need it. How could a life settlement support your legacy in feathering your nest and dreams? In this week’s episode, Angelina Carleton speaks with David Rosell, Founder of Rosell Wealth Management, about the first ever book written on life settlements! David shares secrets about life settlements from his newest book: "In The Know: Turning Your Unneeded Life Insurance Policy Into Serious Cash”. You’ll learn about a policyholder’s right of assignment and the prerequisites. Tune in now and learn how this can be a lifeline in your holistic legacy planning to receive the cash on hand. Get your autographed copy today at www.RosellWealthManagement.com. - David is the Founder and President of Rosell Wealth Management, an entrepreneurial firm located in Bend, Oregon. For more than 20 years, he has specialized in working with affluent individuals and families who are at or near retirement, helping them live the life they have always imagined. As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. He has been featured on CNN Money, NBC News, Fox Business, MSN Money, and NPR, and in the Chicago Tribune, U.S. News & World Report, The New York Daily News, and Yahoo Finance. David was the first Oregon wealth manager to offer life settlement. - 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. #legacycapital #emotionalcapital #humancapital #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? - Many people do not prevail in life and death situations, nor chose to transform in the healing work thereafter to move from tragedy to legacy. For some, therapy is one remedy while others, find answers through the Christ consciousness. Even if you have been away from God for so long, his grace can still be upon you as God has touched people in the darkest of moments. Christ, or Jesus, is known as the light of this world for anyone who feels hopeless, in despair, unloved, abandoned or that nobody cares. People can come out of darkness to change their lives and Anneke’s real-life story shows everyone there is hope as well as a chance to heal. Perhaps this podcast episode will give you inspiration to dream and hope to live again into your values - thus designing your legacy. Angelina Carleton speaks with Anneke Lucas about self-love and releasing past trauma, guilt and shame that was imposed - not hers to begin in. May her story of personal agency inspire your holistic legacy planning even if designing an legacy feels out of reach right now. Go to bit.ly/lucasQuest to get your copy or learn more at www.annekelucas.com. - 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. #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/sessions. Are you ready to shape your legacy based on your values? - We will all leave behind a legacy ... it may be historic, to influence millions of lives for many generations, or it may never extend past holidays around a fireplace in conversation with family. In either scenario, you will leave a mark. In a world of short, explosive news cycles and infinite data, it can be challenging to intentionally design your holistic legacy based on your values and guiding principle(s). What can you do, while you are here, to impact what happens after you are gone? In this week's podcast episode, Angelina Carleton is interviewed by her friend Jason Skeesick. Jason is a serial entrepreneur on a mission to build a community of entrepreneurs who don't see their reflection in day-to-day life. Jason asks Angelina about her legacy vision and where you can start with your holistic legacy in seeing the value of what it is only you can bring - distilled into a hard cover coffee table book to share. *How do you want to live in such a way that you pass on the best of you in self-awareness? What are you creating each week and month, such as specific memories or pre-designed experiences that honor your timeless values? - 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. #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/sessions. Are you ready to shape your legacy based on your values? - Attention family business members, would you like to design a legacy that continues more than three generations? Well, we have great news for you! A third-generation family business member is our guest this week and this episode is jam-packed with insights regarding “patient capital”, to why we need to have those "expectation setting" conversations early so to not suffer the consequences of unmet wishes in what taxes family members. This week, Angelina Carleton speaks with Rodrigo Himiob. This podcast episode explores ‘why is there an “underfocus” on the mentality’ to ‘what’s good about designing shared (common) goals in the desire to develop a legacy together’? Don’t wait to have your deep and frequent conversations to be able to “talk about anything” so you can expand your legacy focus compared to building separate, rival sandboxes. We can’t wait to hear your feedback! - Mr. Himiob is a member of a third-generation family business with operations in the Caribbean and Venezuela. Upon completing his M.S. in Engineering and B.S. in Ocean Engineering at Florida Atlantic University in 2007, Rodrigo joined Deepwater Corrosion Services, a family company in Houston, Texas, USA. In 2010, he joined Houston based, Mustang Engineering (A subsidiary of Wood, PLC – a family firm headquartered in Aberdeen, Scotland). In 2017, Rodrigo served as Vice President of Operations & COO of Houston Anodes International (a family firm based in Houston, Texas, USA). In this role, Rodrigo expanded production output, improved efficiency, and increased client satisfaction. In 2018, he moved on to TRC Solutions, where he formalized the method by which new and existing employees, within his department, are groomed to take on new roles and responsibilities while helping them find career paths that lead to success. - 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. #legacycapital #emotionalcapital #humancapital

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