Design Your Legacy - Life Lessons

Design Your Legacy - Life Lessons

By Angelina CarletonSociety & Culture
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Design Your Legacy - Life Lessons episodes

  • Franchising - A Turn Key Option For Your Legacy with Marty Greenbaum
    Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Are you unsatisfied with your job, been let go of or are not making it as a solo business owner? If so, thriving in today’s business landscape demands you think outside the box in protecting and designing your legacy...whether you are expanding or having to pivot for survival. If you find yourself without the support and brand equity you need behind you, there are only two choices: you either have to keep going at it alone, in creating your business success from scratch, or meet with a franchise consultant to get matched with an ideal franchise. But how can you find the right option when there are 3,500 franchises? In this week’s podcast, Angelina Carleton speaks with Marty Greenbaum to speak into how to mitigate the risks and figure out the right due diligence. You’ll learn which franchise is best for you based on Marty’s experience in reviewing metrics, the right training, and best practices. When you explore the franchise model, you will realize there are a multitude of avenues available. Listen in now to learn how to leverage franchising for you and the planning of your holistic legacy! Learn more at www.smartfranchiseinvesting.com. - Marty Greenbaum comes from a family business known as PostNet, a competitor to FedEx and UPS. In 2004, he launched Greenbaum Marketing, a highly creative and innovative marketing firm, with a focus on consumer marketing, franchise development, brand positioning, and dominance on the web. Over the span of 15 years, he assisted many of the most respected franchise brands to expand market share, build unit revenues, and recruit new franchise owners through tactical franchise development strategies. Mr. Greenbaum has had the honor of working with over 120 franchise brands. Marty has earned the distinction as a Certified Franchise Executive (CFE) from the International Franchise Association. He has represented the franchise industry on Capitol Hill through the International Franchise Associations (IFA) public affairs initiatives, speaking with members of the House of Representatives and Senate. --- 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 #intellectualcapital

    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
    40 min
  • Emotionally Immature Parents & Your Legacy with Dr. Lindsay Gibson
    Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - No one wants to design a legacy alone – without the support of family and/or those persons closest to them - and no one wants to stay locked into the confusion caused by emotionally immature parents or people (“EIP’s”)! Yet so many adult children of emotionally immature parents are internalizers compared to externalizers. If you feel like you are left without a guide to sort your growth all by yourself, you could spend the rest of your life wandering in emotional turmoil and never design your legacy! In this episode, hostess Angelina Carleton speaks with best-selling author Dr. Lindsay Gibson about the 5 hallmarks of emotionally immature people as well as the 4 types of emotionally immature parents. If you have a desire to design a holistic legacy and are just not finding the support from those closest to you, perhaps you are an “internalizer” and this podcast episode will provide you new insights for your true self’s development to finally experience a breakthrough! Listen in to learn what’s accurate in the influences around you so you can make the best distinctions to best design your holistic legacy! Learn more at www.drlindsaygibson.com. - With the recent publication of Dr. Gibson's latest book, Adult Children of Emotionally Immature Parents, Lindsay has answered a question that has intrigued her for years: why do so many psychotherapy clients seem so much more together and self-aware than their family members? In other words, why are the least problematic people the ones seeking treatment? Realizing that many of her client's family members were highly emotionally immature, she set out to explore and explain their destructive interactions in a way that could free people to live their own best lives without being worn out by these draining personalities. By understanding our loved ones’ emotional immaturity, we can regain our trust in ourselves and get free from the destructive effects of early programming from childhood. --- 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 #intellectualcapital

    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
    54 min
  • Legacy - It's a Journey, Mission and Lessons with Kevin Palmieri
    Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - It's exciting to design your legacy sooner than later, but the realization that life is too long to do what you don’t love may have come from “life or death” growing pains. Your holistic legacy starts with you and how you show up to develop it with self-awareness and humility. What is it you are afraid to trust, knowing there could be 18 more levels above that for you to grow into in the execution of your legacy vision? And if you grew up in a fatherless home, you might not have known where to start to not have the chip(s) on your shoulder run you. In this week’s podcast, Angelina Carleton speaks with Kevin Palmieri, CFO, Founder & Co-Host of Next Level University, a Global Top 100 Self-Improvement podcast with 1,100 episodes that reaches 650,000 listeners in 125 countries and counting about the chips on one's shoulder(s). Kevin believes in a heart driven, no B.S. approach to designing his holistic legacy and leveraging past pain as fuel compared to as an anchor. Are you ready to reach the next level of your legacy planning? Tune in! Learn more about Kevin at www.nextleveluniverse.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 #spiritualcapital

    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
    48 min
  • From Early Epilepsy To A Designed Legacy! with Jason Skeesick
    Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Are you against the odds when it comes to designing your holistic legacy even though you know you could create the lifestyle of your values while inspiring others? It’s a lost art to honor what it is only you can bring through your legacy, even if winning is simple in theory! If you don’t dream big though, your legacy plans won’t thrive in your investment in yourself. In today’s episode, Angelina Carleton talks to Jason Skeesick, an entrepreneur who retired early in 2018 under age 40 after selling his CrossFit gym in Chicago, IL (USA). Jason now hosts mastermind group sessions for business owners to help them work on their business and discover their values. Listen in as Angelina asks Jason about his lessons from “understanding real life”, how he defines “legacy” and how he is developing his legacy through (his value of) the “spirit of the puppy". If you are a business owner, this episode will inspire you to understand the embers that burn inside of you, to go on solo missions, and to find your capital T truths. Learn more about Jason Skeesick at spearandclover.com. - After his overseas tours in the U.S. Army, Jason became the founder, owner, and head coach of Chicago Elite Fitness and Bucktown CrossFit. After selling his business to retire in 2018, he now coaches visionary entrepreneurs and holds masterminds to 10x their impact. His latest company, Spear and Clover, serves owners with business tools, team building, and playbooks so they can become Dynasty Organizations. --- 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 #intellectualcapital

    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
    52 min
  • Starting Over For Your Legacy with Hannah Chapman
    Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - More often than not, entrepreneurs are challenged to think outside the box even when it means they may have to be a pioneer in their industry to grow and scale. But without the dark nights of the soul, prosperity may not have the chance to flow to and through you freely. So how do you move from fearful, in the emotional attachments of what’s familiar, to imagining a legacy that is no longer about a monetary number but the service only you can bring to the world. How do you decide in order to take personal agency of your legacy so it’s right for you? In this episode, Angelina Carleton talks with Hannah Chapman, Founder and CEO x2WealthPlanning, about what it means to be affluent by today’s measures as well as finding the balance between structure and flow so you can create more, discover more and align more. If you are building wealth to uplift others, in the impact your ideas and footprints can leave behind, or the beauty that can continue on, this episode is for you! Learn more about Hannah at www.x2wealthplannings.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 #intellectualcapital #financialcapital

    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
    49 min
  • Trackmage Your Legacy with Irina Poddubnaia
    Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Do you have a great product to sell online and a great team around you but can’t quite figure out the formula to increase your online cash flow? You might be tempted to focus only on acquiring new customers, spending 5x more but when every customer matters, consider how communicating to existing customers after their purchase is the secret! But when existing customers are checking the status of their package twice a day, you are missing out on showing additional purchases and your social media feed. Sometimes, asking for that review is key to the momentum of your online reputation and return business in the marketplace. In this week’s legacy conversation, Angelina Carleton speaks with Irina Poddubnaia, Founder and CEO of Trackmage, a tracking and post purchase platform that allows you to stand out from the crowd online! You have options beyond just Amazon.com in tracking packages to create long term customer relationships so there are positive reviews and no chargebacks! Whether your business is just starting out or established as a family business or in the luxury space, knowing all your resources makes a difference! Listen in to learn how to make an extra 5-10% extra in sales on autopilot and the inspiration to Irina's legacy! Learn more about Irina at trackmage.com. - Irina Poddubnaia is a SAAS founder and a business consultant who specializes in Operations and Processes Optimization with years of experience in eCommerce specific to its unique challenges and obstacles, from running a fulfilment center in China. There, over a two (2) year timeframe, she launched her own software known as TrackMage (as the name Track Magic was taken online!) TrackMage allows eCommerce stores to have 5-10% extra sales by simplifying the customer experience. Customers can track their products on the platform and the system does the upsell and then automatically, follows up for their online reviews. Reach Irina at linkedin.com/in/irina-poddubnaia. --- 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 #businesscapital #intellectualcapital #spiritualcapital

    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
    41 min
  • Whole Life Insurance - Design With Options, with Blake Brogan
    Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Tune in for this special “investment” episode! Like so many investors, you are looking for growth that’s safer than the bank, the exponential power of compounding in guaranteed interest and the ability to leverage OPM in purchasing income property. The problem is that without financial education to know your full options, you are limited to how you can maximize your financial momentum. What do you do in the time in between buying your next property or venture? When you know your options, or at least the preliminary introduction to them, there are safe harbors and tax benefits you can benefit from. Angelina Carleton speaks with Blake Brogan, Senior Wealth Strategist at Money Insights, uncovering some trade secrets for your future portfolio. Listen in to discover the options available for the design of your legacy so you can be fully informed! As you move from high income to high net worth, don’t be left without full disclosure of what is available to you! What can leverage and velocity do? When is it better to utilize a fixed rate compared to the LIBOR rate? Angelina investigates the options with Blake Brogan. - Blake Brogan is the Senior Wealth Strategist at Money Insights, a strategic wealth building firm. He has been in the financial services industry for eight years and specializes in helping clients optimize their wealth building strategies by utilizing life insurance vehicles. Blake is passionate about helping wealth creators build financial freedom with cash flow and alternative investment strategies. Learn more at www.moneyinsightsgroup.com/bbrogan. --- 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 #spiritualcapital #intellectualcapital #financialcapital

    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
    45 min
  • How To Navigate M & A For Your Legacy with Ryan Goral
    Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - If you’ve ever opined that mergers and acquisitions is only for … well, investors shopping for businesses with revenues over $15M … think again! You may not have been involved with high level M & A but I bet you have purchased something to help expand your business! Designing a strong legacy can include buying businesses, whether it’s that you see potential or have great ideas for value creation. In this week’s episode, Angelina Carleton speaks with Ryan Goral, Founder of G-Spire Group, a company focused on helping entrepreneurs, executives and small business owners acquire companies. Ryan shares how oftentimes sellers have an team of advisors to assist them while buyers in the “lower middle market” lack competent business consultants to help them. Mr. Goral breaks down how you can increase the multiple of your business (EBITDA, EBIT, Net Earnings, etc) to grow its value and have all the tools needed for your strategic legacy plan! - Ryan Goral has an extensive fifteen (15) years of experience focused on working with small businesses. In addition to providing creative financing solutions, Ryan’s expertise is centered in adding value to entrepreneurs and executives with all aspects of executing their organization’s growth and mergers and acquisitions strategies. From capital structuring and advising on strategic fit to conducting thorough due diligence through final transaction execution and integration, Ryan brings a value-producing mindset to a company’s growth ambitions. As part of G-Spire Group’s integration offering, Ryan focuses on helping businesses build, lead and integrate the sales and marketing function of the target firms his clients acquire. Ryan has two M&A certifications. He is a Certified Merger and Acquisition Advisor through AM&AA (Alliance of M&A Advisors) and a M&AP (Mergers and Acquisitions Professional) certificate through the IMAA (Institute for Mergers, Acquisitions and Alliances). Visit gspiregroup.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 #spiritualcapital #intellectualcapital

    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
    37 min
  • How Your Story Can Be the Connector for Your Legacy with Brandy Whalen
    Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Let’s start with the bad news. If you’re attempting to design a meaningful legacy and you only have legal and family governance documents, you will never be known for your meaningful stories and what was most important to your heart. But here’s the good news! When you consider the power of storytelling, especially through podcasting, you can allow others into your world to better understand your vulnerabilities, values and intentions – you can craft a multi-dimensional legacy. This is what today’s episode is specifically about. Our guest, Brandy Whalen, is the co-founder to Kitcaster, where we speak into opening up a dialogue about your legacy ideas. And in her reflective conversation with Angelina Carleton, she connects with the stories of her upbringing - from the adventures of train cars in Iowa to the present-day mindfulness of showing up with an open heart. If you are struggling to see how your legacy can be crafted to bring out the best of you, beyond your will or health directive, tune in and listen because this legacy conversation with Brandy Whalen is for you! --- 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 #spiritualcapital #intellectualcapital

    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
    46 min
  • The Emotional Undercurrent of Your Legacy with Anne Beaulieu
    Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Would you agree to a bank loan where you didn’t know the repayment terms? Then why would you consent to an emotional debt where you don’t know when the repayment ends? Not only does the emotional debt accumulate interest, but the interest also accumulates pain. If you're interested in designing a legacy but have unexamined emotional debt, your emotional undercurrent will also be impacted in how you feel the grief (if at all). But here's the good news! When you can examine your unconscious emotional undercurrent, you can set yourself free to soulfully serve through your personal legacy plan. This is what today's episode is all about. Our guest, Anne Beaulieu, is a finance economist and a chartered financial analyst who speaks about emotional intelligence and owning your needs. And in this legacy conversation, Anne shares how your beliefs as well as your unseen emotional debt can be holding you back from your optimal legacy. If you are struggling to own your pain, needs and feelings, lean in and listen, because today's coaching conversation with Anne is for you. Learn more about Anne at www.financialeq.coach. - Anne Beaulieu believes in "Financial Emotional Intelligence". In her career and as a keynote speaker, she has worked with Robert Kawasaki of the "Rich Dad, Poor Dad" book series and the Business Development Bank of Canada, to name a few strategic alliances. She is also the author of twenty (20) books and has her work published in Forbes, The Curious Leader, and other business publications. Her mission is to help entrepreneurs with resolving their emotional debt so that life decisions are more conscious, purposeful, and profitable. --- 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 #spiritualcapital #intellectualcapital

    Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
    1 hr 6 min

About Design Your Legacy - Life Lessons

From the publisher's feed

Hosted by legacy advisor Angelina Carleton, each episode invites you to explore the mindset, values, and actions that shape how you’ll be remembered—long after the deal is closed or the estate is…