Design Your Legacy - Life Lessons

Many people think of a legacy as a list of goals but it can also be a carry over from something before, in what is handed down. There’s an existing “legacy system” contracted out from the Treasury to the Federal Reserve because the banking system is a ledger system, a balance sheet. In 1792, the Treasury of the Americas adopted the Spanish milled dollar which equals 371 grains of pure silver 99.99%, defining the US dollar as a volume and a measurement.

While cryptocurrency is like fiat money, a digital asset on the other hand can be based on something in the real world (such as real property) converted into a digital wallet. In establishing the baseline of what a dollar is worth by the price of oil or, by imagination and agreement, investors look for value and ... it starts with the exchange of ideas. So how do you figure out what’s really going on? What’s the pattern and what’s the substance? What are the hard-earned lessons worth noting for your money as well as legacy?

Nicholas Mitsakos is an investor, entrepreneur, author, and lecturer. As CEO of Arcadia, he manages Arcadia’s proprietary algorithmic investment fund.

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Our Story:

I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.

Our Mission Statement:

Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.

Our Theme:

If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.

Book your session at www.designurlegacy.com.

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Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at [email protected] -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of achieving legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!

If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - What would you do if you could invest $25M into digital assets? It’s a big decision, and difficult to know where to even start regarding which vehicle offers the best return or safest investment for you. Today’s episode will provide you unique insights as to how to be a rational investor in an irrational market so you can be focused, knowledgeable and hold a long term perspective. In this week's episode, Angelina Carleton talks with Rocky Phagura and Kelly Lyons, two executives at Arcadia Capital who handle their proprietary algorithms for futures, equities, and crypto markets as well as equities, bonds, derivatives, futures and cryptocurrency markets. They talk data analytics as well as legacy visions. Learn more at www.arcadiacapitalgroup.com. - Rocky Phagura, Arcadia's Chief Technology Officer and senior software developer has over 20 years of software and hardware development experience at world-renowned technology companies including Intel and Facebook. He has been a pioneer in the development of proprietary algorithms and has extensive experience writing trading algorithms for futures, equities, and crypto markets. He holds a Bachelor's of Art in Computer Engineering and a Master’s degree in Business Administration. Kelly Lyons, Arcadia's Chief Operating Officer, Senior Trader, and senior software developer, has over 15 years of experience developing Algorithmic and Automated Trading. His systems experience applies to equities, bonds, derivatives, futures, and cryptocurrency markets. He is the lead executive responsible for algorithmic development. Kelly holds a Bachelor's of Science in Economics. --- 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

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Design your legacy with confidece at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - As a business owner, you work long hours to deliver your talent to clients as you grow your business. The problem is how do you deal with ethical issues if it means losing business given corporate politics? You could start your own company. You could charge more but that doesn’t honor your values regarding feeling at peace inside. What's the long-term view you should take? In this week's episode, Angelina Carleton speaks with John Follis, former CEO of a Madison Avenue advertising agency. John hopes his digital legacy, that invites viewers into understanding his hard-earned business lessons, can enlighten them to who had the talent but lacked the knowledge of how to navigate corporate politics. John's legacy includes not wanting to compromise his integrity by advertising products he didn't and doesn’t believe in. If your mettle has been tested time and again, in what it is to stay true to your legacy's values, today's podcast conversation will provide the insights you need to stay in integrity to your guiding principles while growing your business no matter the challenges! Learn more about John at www.follisinc.com. He's worked with the White House, the NBA and the NYC Marriott Marquis as the founder to one of the most awarded ad agencies on Madison Avenue in NYC (USA). John has addressed the Yale Entrepreneurship Institute and has been honored by the United Nations. See https://bit.ly/3HwPJ8V. - 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.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - You've heard us say it over and over again: your values matter when defining your legacy because it sets the direction in where you want to end up. And this means getting honest if what is true for you today ... in “what is actually your beliefs” versus beliefs from childhood, never re-examined … a comfort in other’s approval instead of developing your own internal identity to include your faith. But we're going to let you in on an insight. There actually is a way you can design a legacy that isn’t based on your ability alone to achieve at a high level. You just have to consider it might not be all about your strength in understanding the point of why you are here. In this podcast episode, Angelina Carleton speaks with Wendy Cunningham, an author who lives on 84 acres in Tennessee (USA). Angelina and Wendy chat about why bad things happen to good people as well as the story of "Joseph with his amazing technicolor dream coat". If you are struggling to figure out how growing your faith "and walking it out" can add to your holistic legacy planning without the fear and procrastination that's ever present, today's conversation will show you how. Then learn more about Wendy at www.gainingmyperspective.com where she shares her journey from atheism to Christianity. --- 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.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you shaping a legacy based on your values? - When it comes to developing your legacy, it's easy to fall back into past pain and trauma especially when you haven’t done the inner work to change old or automatic patterns. What's hard is when you refuse to do the personal development work and it gets acted out as anxiety turns to anger, rage and aggression. But what if the emotional intelligence of leaders could be refined so they wield their power honorably, especially when face to face with emotionally intense situations and critical conversations? In this episode, Angelina Carleton talks with Marc Azoulay, a LPC, LAC, CGP, ACS in private practice in Boulder, Colorado, about toxic versus evolved masculinity and where it starts as well as when leaders are recruited to play out parental roles. Angelina also speaks with Marc on how to shift the house of cards that appear to be intense and unchangeable at first glance, to change both the mindset of the individual as well as the quality of their relationships. If you have ever considered designing an advisory council for your legacy, now is the time - tune in to hear how multiple voices of feedback can only strengthen your legacy planning. --- 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.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - One of the inquiries we get asked the most at Legacy Planning© is “Can designing a Legacy work for me as a self-made entrepreneur even if my parents didn’t speak about it?” The short answer is: YES! And in this podcast episode, Angelina Carleton speaks with Jeffrey Feldberg who admits that a legacy would have been a luxury like fine wine when he was growing up. Yet with his 9-figure liquidity event, Jeffrey has lived and experienced both the 'have's and have not's' in his personal journey where “failure was his best friend”. With resilience greater than resources at times, Mr. Feldberg prevailed with his boot strapping education technology firm, Embanet, during its initial 13 years. Then, in the development of his legacy, he’s had to rely on his persistence as well as mindfully choosing the five closest people to surround himself with to protect him from his ego and blind spots. To hear how Jeffrey gives voice to designing his legacy, tune in and enjoy! If you're feeling hopeless when it comes to developing your holistic legacy, today's conversation will inspire you with Jeff's story. Learn more about Mr. Feldberg at www.deepwealth.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.

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. - Humans are set up for stories, not logic, in learning. So designing your legacy may benefit from great stories for you to be able to look at your own power and if you even choose to use it... From historic novels to modern movies, stories offer us a variety to characters to learn from. These characters teach us through their choices in how they leave something behind of value or how they learn to love themselves in their struggles. It’s never easy to have a backbone but without it, your legacy may never fully develop. Even fictional characters step into their own perfect storms (through triggers from unhealed places, theirs or others) as well as facing projections put on to them. In this "Legacy Series" conversation, Angelina Carleton speaks with professor Lucinda Sage-Midgorden about the books Middlemarch: A Study of Provincial Life as well as Cloud Atlas. Then, they explore the movies of “Now, Voyager” (with Bette Davis), The Equalizer (with Denzel Washington), MoonNight (with Egyptian Gods/Goddesses), Thor (with Norse mythology), Clash of the Titans (with Greek mythology) and Captain America (with Chris Evans). Even Shakespeare’s plays can inspire you with your legacy planning! Consider reading your favorite stories to your children, grandchildren or other’s kin. Then learn more about Lucinda at www.patreon.com/StoryPower and her book, The Space Between Time. --- 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. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor 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 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 #spiritualcapital #intellectualcapital

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. - It’s just plain wrong family businesses bring so much to society and economies but rarely make it past the third generation. Designing your legacy not only helps your family survive and thrive but helps family businesses in the inspiration of what's possible by example. Yes, defining and developing your legacy matters because it not only helps with the idea of your family business but also maintaining the momentum of what's been built. But how do you get there? In between being a “family first business" and a “business first family”, there’s much to learn, accept and do. By the investment of an advisory team though, your family legacy as well as family business could live on indefinitely compared to ending tragically. To hear how, tune in. Don’t let lack of knowledge, entitlement or apathy destroy your legacy, your family's legacy as well as your 'family business' legacy! - Since 2010, Mr. Robert Ferguson has been an advisor to family businesses. Prior to his advisory role, Mr. Ferguson had a distinguished career in leadership – including ten (10) years as a Chief Executive Officer at two (2) different companies: One a public company with $300M in revenue, the other a family business with $100M in revenue where he successfully managed the restructuring and sale of the company. Mr. Ferguson has lead companies through 10x growth, turned struggling companies around, and has conducted more than $100M in acquisitions. Today, his company, Ferguson Alliance, is on a mission to increase the lifespan of family businesses. He believes that with the right foundation in place, businesses can live infinitely and include their legacy in their prosperity plan. Learn more about Mr. Ferguson at https://ferguson-alliance.com. --- 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. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor 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 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 #spiritualcapital #intellectualcapital

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. - How do you operate in a crisis if you’ve never been taught? You may not think your legacy would be developed during times of crisis but, it just might be. Retired US Army Colonel David Fivecoat has served as an aide to General Petraeus, worked at the Pentagon and lead teams up to 700 individuals. While his years of military service tested his mettle, his latest roles as a business owner and executive coach are pushing him beyond his comfort zones with his identity and new entrepreneurial risks. From past to future crisis, David shares how you too can thrive. One of his best practices?: “Take your coach to workday” so your coach can be most effective for you. We also explore the year 2060 where David Fivecoat has executed his legacy plan through “backwards planning”. This military tool allows him to plan from his future vision and work backwards in years 2055, 2050, 2045, etc. His legacy hardcover coffee table book covers his impact on the world, leadership in times of crisis and what he learned in each decade. This episode is dedicated to Nora. Learn more about David at www.thefivecoatconsultinggroup.com. --- 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. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor 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 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 #spiritualcapital #intellectualcapital

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. - Your financial education may not have included a childhood piggy bank and you only have so much time to prepare in learning about the best moves for your financial legacy. That’s why it’s critical that we talk with an expert about their experiences so you can design your legacy for freedom, fulfillment and satisfaction. In today’s "Legacy Series" conversation, Angelina Carleton speaks with David Rosell, a seasoned wealth manager who leans into prudent lessons endowed from his grandmother. They discuss the “Sequence of Diminishing Returns” and investing in alternative vehicles, like institutional investors, to further secure your wealth. If you find yourself justifying that “this time is different” or walking into the patters (or traps) of fear, lack and despair, you’re going to gain clarity from today’s podcast episode. Learn more about David at www.davidrosell.com. --- 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. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor 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 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 #spiritualcapital #intellectualcapital

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