Many affluent individuals want to leave a meaningful legacy, but they often feel overwhelmed by the complexity of wealth, taxes, and family dynamics. So what are the hidden challenges wealthy individuals and families face, from the “No Talk Rule” around money (as the #1 reason around financial failure) to fears of not having enough, and fears around ‘doing the wrong thing’. What are a few steps to move from being completely paralyzed to aligning your wealth with your actions, turning your answers to key questions as the framework for your legacy plan?

In this episode, hostess Angelina Carleton speaks with Peter Mu, CFP® ChFC® and Founder of Wealth Cairn, to explain why wealth management is not limited to just money management—it’s about your dreams, purpose and legacy. Listeners will discover how to avoid the most common mistakes in legacy planning – including the ‘illusion that you have to do everything right’. If you’ve ever wondered how to turn your anxieties around money into a legacy that truly matters, this conversation will guide you forward.

Learn more about Peter Mu at www.wealthcairn.com. 

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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.