Design Your Legacy - Life Lessons

David Hrizak is a seasoned real estate investor, fund manager, and visionary entrepreneur with nearly 30 years of experience in the commercial real estate space. Based in Arizona (USA), David is the co-founder and CEO of Streamline Capital Group—a private real estate firm focused on helping high-income professionals, including doctors, athletes, and business leaders, build tax-efficient, passive income through investments in medical office and Class B office buildings.

What sets David apart isn’t just his expertise—it’s his mission. After a successful career in brokerage, development, and investing, David retired early in 2022. But it didn’t take long for him to realize his next chapter wasn’t about stepping away—it was about stepping up to help others. Fueled by his own journey of building wealth the hard way, David returned with a clear purpose: to teach busy, successful professionals how to invest smarter, protect their income, and build lasting financial freedom without sacrificing their time.

David is passionate about simplifying complex investment strategies and making real estate accessible—even for people who don’t see themselves as “investors.” His vertically integrated firm gives investors the ability to participate in institutional-grade real estate deals without the headaches of direct ownership.Through his story, his strategies, and his heart for helping others, David inspires high achievers to move from active income to true freedom and legacy—one smart investment at a time.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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

In this thought-provoking episode, William Bissett joins to explore the deeper meaning of legacy beyond numbers, metrics or AI. With years of experience guiding high-net-worth individuals and business owners, William shares how true legacy planning includes passing on values, tough love and confidence—not just financial assets. We discuss why legacy should be a living, ongoing design process, the emotional intelligence required for multi-generational wealth continuity, and how to start today. Whether you're just beginning to think about your legacy or ready to refine it, this episode will offer insights, wisdom, and actionable guidance.   What You’ll Learn:

• How to shift from transactional financial planning to transformational legacy planning
• The biggest blind spots individuals face when thinking about their legacy
• Strategies to consider for each life stage in developing your legacy plan
• William’s personal reflections on designing his own legacy in what’s sensible
  
  

Join the Conversation:
Love what you heard? Share this episode with someone who’s ready to design a legacy that truly matters.

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When William was at NC State, he had the opportunity to take a year and work in Washington DC. It was during this time that he read Alan Greenspan’s book, “Maestro” and decided to finish with an economics degree at university. The concept of economics was instantly interesting as it was digesting new data to create new projections – it was dynamic and always being refreshed. Through his CFP® studies and work with individual clients and business owners, he has learned that in some ways, economics and financial planning are very much alike. As financial planners, he works with precise and imprecise inputs to create a forecast for the future. It just so happens he does it with families and their businesses.    

After spending more than a decade with a fast- growing RIA in Columbia, Maryland with two great mentors, he left, and after a short stint with another firm, started Portus Wealth Advisors in 2019. In his time in Maryland, he served as the President and Chair of the Maryland chapter of the Financial Planning Association, worked on several national committees, and spoke at industry conferences. Yet upon moving to Charlotte, he knew he needed to connect with the local ecosystem. Since being there, he has spent most of his time in Charlotte working in the entrepreneurial community. This experience in mentoring young startups through RevTech Labs and LaunchLKN and being a member of the Charlotte Angel Fund have provided an awesome opportunity to both learn from great entrepreneurs AND give back. His professional passion for the next 10 years is attracting talented professionals to Portus to teach them how to deliver exceptional service and advice to current and future clients. 

He enjoys reading books about business and people. And if you want the full story of his life in Washington DC and how he came to see Alan Greenspan regularly for 3 months and skipped the White House Y2K celebration he was invited to work, just ask.  

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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

What if the sale of your business could be more than a transaction — what if it could be a transformation for your legacy planning? And how do you elevate human flourishing so as to protect the legacies of all involved?  

In this podcast episode, Angelina Carleton speaks with Kevon Saber, a values-based entrepreneur and founder of Legacy Outcomes, an elite M&A firm helping sellers transition their companies in ways that maximize their exit as well as preserve their legacy for all involved.
 
From his days leading GoCheck Kids, a vision-screening platform for children, as children face a number of obstacles in fulfilling their potential, Kevon reveals why legacy can’t be measured in numbers alone. We explore how founders can architect outcomes, rather than react to offers — as great outcomes comes from great options. If you’re building a business worth passing on — or preparing for your next chapter — this episode is for you! We cover:

✔️ The emotional and strategic layers of selling a business
✔️ Why standard M&A firms miss what matters most
✔️ Real-life lessons from scaling and exiting eight-figure companies
✔️ Redefining success as legacy, not just liquidity

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Kevon Saber is a founding partner of Legacy Outcomes. After selling two companies, one to a Fortune 100 and one to private equity, Kevon realized that founders were being underserved by a system built for buyers. He launched Legacy Outcomes to change the game for entrepreneurs like himself. Today, he’s devoted to helping other founders protect and maximize their legacy when selling.

Before Legacy Outcomes, Kevon re-started GoCheck Kids as CEO to address vision impairment, the most common undiagnosed reason children struggle in school. Under his leadership, GoCheck became the vision screening platform of choice for 20,000 healthcare providers in all 50 states and grew its valuation by over 100x. The product won top honors at both HIMSS Connected Health and SXSW, with investors including InterWest Partners (~100 IPOs), Sovereign’s Capital, and Marc Benioff.

Kevon also co-founded GenPlay Games, a mobile games developer that generated over $70 million in sales, collaborating with top athletes like Maria Sharapova and Tracy McGrady, and classic brands like PAC-MAN, Galaga, and Qbert. His other venture, Fig.com, helped over 50,000 users build healthier habits.  Named to Silicon Valley’s 40 under 40, Kevon has been featured in Bloomberg Businessweek, Entrepreneur, Modern Health, Inc., Mashable, and LifeHacker, and has contributed to Forbes, Fast Company, and VentureBeat. He holds an MBA from Stanford University.

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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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

🎧 Subscribe, rate, and share this episode if our content inspires you. Your legacy is waiting—let’s design it together: www.designurlegacy.com!

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In this episode of Design Your Legacy, hostess Angelina Carleton welcomes Laura G. Patac—a global business leader, storyteller, and transformation guide whose career has spanned seven countries across five continents. With over 25 years of experience in multinational organizations as well as the European Union, Laura brings an emotionally intelligent lens to legacy-building.

Laura shares how her multifaceted identity, shaped by resilience, creativity, and independence, empowers her to connect across cultures and help others find meaning in their personal and professional journeys. From corporate boardrooms to intimate coaching sessions, her mission is clear: to inspire transformation, elevate emotional intelligence, and help people see the extraordinary value in their stories. In this episode, you’ll discover:

• How Laura’s global upbringing shaped her values and vision of legacy
• Why storytelling is a transformative tool for individuals as well as organizations
• Ways to harness emotional intelligence as a business and personal superpower
• Actionable insights for anyone ready to turn their life story into their legacy

Whether you’re a leader seeking more authenticity, or someone at a crossroads wondering what your life’s work truly means, Laura’s wisdom will help you connect to your legacy's strengths. 

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Laura G. Patac is a former corporate executive turned entrepreneur who found in poetry a powerful medium for reflection and introspection She’s the author of Stories with Purpose, a journey into the depths of your personal narratives, exploring poetry as both a mystical art and a catalyst for personal growth.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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

Food is the love language for many people. So, what do you do when you find yourself, or those you care about, going blind? How do you maintain your dignity as well as identity, if you lose a major part of yourself and are no longer able to make that “New Year’s Eve” soup or that Hanukah dinner? And we won’t even bring up grilling on the BBQ!  It’s then easy to socially isolate and become depressed because attending any party or social gathering is difficult.  

In this episode, Angelina Carleton speaks with Debra Erickson, founder of The Blind Kitchen about becoming blind woman as an adult, graduating from culinary school and creating her own cooking show in Oregon (USA)!  Debra speaks about useful tools such as ‘talking thermometers’ and ‘long wooden spoons’ in her company website’s library in sharing knowledge that stands the test of time. She also speaks about her legacy vision in answering ‘what if it is permissible to want to leave a legacy?’ Tune in to hear how most individuals who go blind rarely reach out to a support group, even if cooking food is where history and culture are shared!

Learn more about Debra and her legacy at https://theblindkitchen.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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

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

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What are the emotional and psychological challenges faced by members of the "rising generation"—often overlooked in traditional legacy and wealth planning? What could be a new perspective on legacy building, centered not just on financial capital, but on the flourishing of human, intellectual, and social capital within a family? Whether you’re an inheritor, a parent, or a trusted advisor, can we challenge your assumptions about 'legacy' and provide a blueprint for nurturing a new generation of self-actualized, independent thinkers?

In this enlightening episode of Design Your Legacy, hostess Angelina Carleton sits down with legendary advisor James (Jay) Hughes Jr., Esq. to explore the essential themes of his groundbreaking book, The Voice of the Rising Generation. Known for his work with multi-generational families—including the Rockefellers—Mr. Hughes shares profound insights into how the 'rising generation' can move beyond expectation, silence, and obligation to discover purpose, voice, and true agency.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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

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

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Daniel is educated in law and diplomacy with academic degrees from Yale, Georgetown, and American Universities. After attaining those degrees, he decided to chase a childhood passion flowing from rock collecting in his native Rocky Mountains. That love led him to earn a Graduate Gemologist credential from the Gemological Institute of America. He is passionate about gems and jewelry and believes in sharing joy with his clients. As an intrepid world traveler and polyglot, he has visited more than 100 countries and has yet to find a place that hasn’t offered a lesson worth learning. 

Learn more about Dan Boettcher, the Founder of The Intrepid Wendell at https://theintrepidwendell.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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

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

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People do not seem to value what makes them intrinsically unique. Yet celebrities and top influencers have teams to distill their best qualities for success. So what do you do if you wake up one morning and you find yourself as an entrepreneur who has gotten off track in who you really are, in your strengths, and how you can more easily express your vision? And what if your deficits could be turned into assets for your personal brand as well as your legacy, such as when Richard Branson became more unique to the public when he shared he had dyslexia in being relatable?  

In this episode, hostess Angelina Carleton speaks with J. Winslow about how your brand is more than colors on a website – it’s the soul of who you are, especially when you can shed an old iteration of yourself or a 15-year old version running the show, to find new verticals and create new relationships. So what is unforgettable about you and how does that tie into your legacy? They break down how becoming your best version of yourself is what makes you, your brand and your legacy ‘unforgettable’, especially when you are encouraged to lean into what makes you unique. You’ll learn how what’s different about you may have once been survival but today, it is your gold. Tune in to hear how you can build your meaningful and holistic legacy plan by simply being and discovering you!

Learn more about J. Winslow at https://unforgettablebrands.com.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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

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

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Imagine getting in your own way, day after day, year after year. Especially after adversity to find yourself living a life of seclusion, going into hiding. Then, your own mother looks at you in horror, which further erodes your sense of self-worth. But what if your legacy isn’t about staying frozen, shrinking into a tiny comfort zone? How do you heal the narrative in your head, as this story then determines your legacy, no matter if others pass judgement after five (5) seconds of meeting you?  

In this episode, Angelina Carleton speaks with John Kippen, an award-winning documentary film maker, about how performing magic helped him rise above a facial deformity after brain tumor surgery at age 33.  In the context of his legacy, John speaks about how helping others through their rite of passage is now his North Star so others can prevail too no matter their ‘mountains to move’. Tune in to hear how you too can evolve when you get back up time and again, as well as how you too can design your legacy with the values of resilience, love and empowerment

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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

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

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Legacy planning is often boring, ineffective as well as too conventional. That’s why the ‘Rising Generation’ change advisors and why fissures can run deep in families, never receiving the guidance and coaching needed for healing. Most advisors adhere to a ‘paper road map’ because they aren’t sure yet how to lead their clients, as well as themselves, through a ‘Spiritual GPS’ process. From “creating win’s together” to learning the “essential skills” in how we can play together around common goals, the structure and principles matters. So how can you live a meaningful life and legacy starting today?  

In this episode, Angelina Carleton speaks with Richard Orlando, PhD to break down how both the ‘Leading Generation’ and the ‘Next Gen’ can operate – in looking after not just the assets, but what drives each family member in the room. You’ll learn how to design your legacy in practical ways, as virtues are caught vs. taught, as well as the hidden keys to artfully bring a shared legacy together. Listen in to discover the qualitative questions to ask yourself and how you can start to have your plan in place for you and your family’s legacy vision.  

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About Richard Orlando, Ph.D., Founder & Legacy Consultant of Legacy Capitals: For the past twenty-five years, Dr. Orlando has sat at boardroom tables and kitchen tables alike, advising high and ultra-high net worth client-families—many at the helm of a family enterprise—as well as training thousands of advisors to build upon financial advising to include the qualitative, multigenerational planning needs of their client-families.

Prior to founding Legacy Capitals, Dr. Orlando led Merrill Lynch’s Global Practice Management Consulting Group for fifteen years and served in Merrill’s Family Office. He has been referenced in numerous publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online, among others.

His interdisciplinary background includes computer science, business, and psychology. After earning a Bachelor of Science in computer science and business from St. John’s University, he pursued a career on Wall Street, earning his Series 7 and 63 licenses. Returning to school, he received a master’s degree in counseling/theology from Trinity International University, then a doctorate in family systems from Seton Hall University with a dissertation on wealth management family teams.

Dr. Orlando is an approved instructor for IMCA’s Certified Private Wealth Advisor Certification Program, holds a certificate in family wealth advising from the Family Firm Institute, and is certified as a professional coach from the International Coach Federation’s accredited program.

Additionally, he is the author of Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions and Love Your Clients: The Tale of the Whole Family Advisor®. Dr. Orlando sits on the board of directors for Urban Hope in Staten Island. 

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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