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Design Your Legacy - Life Lessons
Angelina Carleton
291 episodes
5 days ago
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 settled.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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Society & Culture
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All content for Design Your Legacy - Life Lessons is the property of Angelina Carleton and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 settled.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Show more...
Society & Culture
Episodes (20/291)
Design Your Legacy - Life Lessons
How a 20-Year-Old Built 7-Figure Brands & Legacy, with Drew Carmichael
At just 20 years old, Drew Carmichael has built seven-figure e-commerce brands—but success raises a deeper question: what is he really building long term for his legacy?


In this episode of Design Your Legacy, Drew shares how working alongside people twice his age shaped his thinking beyond growth into durability, values, and responsibility. We explore how being self-made early can accelerate not just income, but identity, meaning, and perspective. Drew reflects on the unseen pressures young high-performers carry and why thinking long-term now prevents regret later. This conversation reveals why legacy isn’t something you leave at the end—it’s something you design from the beginning. If you’re building fast but want to build wisely, this episode offers a blueprint for turning success into something that lasts.

Learn more about Drew at https://thecultivator.co.

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At Legacy Planning©, we work with 'rising gen' 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 matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, 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 today.

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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.
Show more...
5 days ago
1 hour 3 minutes

Design Your Legacy - Life Lessons
Launching Legacy Thought Leaders with Aurora Winter
Many successful leaders build financial capital—but unintentionally give away ownership of the very stories and creativity that define them. How can authorship and intellectual property become foundational legacy assets, not vanity projects? How can a well-designed and planned out book, with strategic brand design, become a platform for authority, governance, and intergenerational knowledge transfer?

In this episode, hostess Angelina Carleton speaks with bestselling author and founder of Same Page Publishing, Aurora Winter, about her journey from television executive to publisher in her understanding of IP control, continuity, and long-term influence.  Tune in to hear how claiming your legacy story restores alignment as well as possibilities for your future. If you would like your best ideas, knowledge and wisdom to outlive you, this conversation offers a clear path forward. 

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Aurora Winter combines the best of Silicon Valley with the best of Hollywood. Using her expertise in film and neuroscience, she helps people tell memorable stories that build brands, books, and businesses.Experts turn their words into wealth. Aurora will share how your audience can increase their income, impact, and influence with the right words. Great leaders are great storytellers. A leader who is a powerful speaker has a huge advantage in marketing, sales, and advertising. Through her books, YouTube channel, and one-on-one coaching, Aurora trains people to create their own unique Million-Dollar Message.

A media strategist, Aurora is frequently featured in the media. She is the author of 10 books including Turn Words Into Wealth. A sought-after speaker and expert, Aurora is frequently featured in the media, including ABC TV, CBS TV, KTLA TV, Success magazine, Elle magazine, and Oprah Radio. She is the author of 6 books including Thought Leader Launch and Marketing Fastrack. Additionally, Turn Words Into Wealth, has won multiple awards, including the 2021 Best Business Book Award from LA Book Festival, Spring 2021 Best Business Book Award from Pinnacle, and a Literary Titan Book Award. 
  • Gift for The Audience - Includes your Turn Words-to-Wealth starter library and a video masterclass on how to attract capital, clients, and media coverage.: https://turnwordsintowealth.com
  • Website: https://www.aurorawinter.com
  • Same Page Publishing: https://www.samepagepublishing.com
  • Marketing Fastrack: The Little Book That Launched a New Business by Aurora Winter- on Amazon: https://a.co/d/8xrIglK
  • Turn Words Into Wealth: Blueprint for Your Business, Brand and Book by Aurora Winter - on Amazon: https://a.co/d/7RRkVYb
  • Magic, Mystery, and the Multiverse Book 1 Amazon: https://a.co/d/5cmA6Um
  • LinkedIn: https://linkedin.com/in/AuroraWinter
  • YouTube: https://www.youtube.com/AuroraWinter
  • Linktree: https://linktr.ee/AuroraWinter
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At Legacy Planning©, we work with 'rising gen' 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 matters—beyond...
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1 week ago
1 hour 16 minutes

Design Your Legacy - Life Lessons
Do You Know Why You Are Here? with Rob Levine, Esq.
Success in law and business doesn’t automatically create a lasting legacy—and many high achievers struggle with what comes next.  In this episode of Design Your Legacy, host Angelina Carleton sits down with Rob Levine, Esq., to explore how purpose, service, and leadership transform success into enduring impact. Rob shares how building a powerful brand rooted in advocacy requires more than wins—it demands values, resilience, and responsibility.

Together, they unpack the tension between strength and empathy in leadership and why giving back is not optional for those who want their influence to last. Listeners will gain clarity on how intentional choices today shape reputation, culture, and meaning for tomorrow. This conversation is a reminder that legacy isn’t accidental—it’s designed.

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At Legacy Planning©, we work with 'rising gen' 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 matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, 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 today.

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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.
Show more...
2 weeks ago
1 hour

Design Your Legacy - Life Lessons
If Not You, Then Who? For Your Legacy with Alex Dripchak
Most individuals feel a sense of the world's weariness on their shoulders known as "weltschmerz"—quietly aware that time is slipping away faster than they’d like to admit. Why do we drift into disconnection, burn out, and unconscious living, and how can simple, intentional shifts realign you back towards awe as well as your highest and best legacy? It's time to stop living the same day on repeat—and start designing a legacy that compounds meaning—yet where do you begin?

In this episode, hostess Angelina Carleton speaks with Alex Dripchak as he explains how the power of awe-inspiring moments can allow you to break through numbness and reconnect you to excellence, creativity, and your highest potential. Tune in as we explore how to build a “hurricane-proof why” that can withstand setbacks, reinvention, and the unexpected storms. Alex walks listeners through practical tools for auditing your time, aligning it with your values, and reclaiming the precious years you actually have to plan that legacy!

Learn more about Alex at https://www.100salesskills.com.

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At Legacy Planning©, we work with 'rising gen' 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 matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.

Whether you're navigating a personal transition, succession planning, inheritance, 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 today.

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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.
Show more...
3 weeks ago
57 minutes

Design Your Legacy - Life Lessons
Money, Marriage and a New Kind of Legacy with Dr. Nicolas Michels
Why is knowledge alone not a remedy to fix financial stress when couples lack alignment, communication and emotional clarity around money ... which leads to your legacy? How are even high-achievers trapped by generational cycles of confusion, conflict as well as overwhelm? What are the real problems keeping couples and families stuck and how do you move to create that path forward to your legacy built on unity, pace and the intentional wealth?

In this episode, hostess Angelina Carleton speaks with Dr. Nicholas Michels to expose the hidden financial wounds many successful individuals carry from childhood—fear, instability, and patterns of scarcity that quietly shape adulthood, your relationships as well as your legacy. He reveals how growing up in a fractured home creates unresolved money trauma that later resurfaces in marriage no matter the professional success. Tune in to hear how through his personal story—including turning down an $8.1M signing bonus—he uncovers what he really needed to do to design his pioneering legacy plan.  

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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.
Show more...
1 month ago
1 hour 6 minutes

Design Your Legacy - Life Lessons
Creating a Legacy-Aligned Home with Kim Costa
Misaligned spaces can create stagnation, overwhelm, and even self-doubt, especially during life transitions like succession, divorce, or the receiving of an inheritance. Most people have no idea that their homes are silently shaping their confidence, clarity, and ability to create their ideal legacy—and Kim Costa has spent three decades decoding that connection. How can aligning your environment with your core values become a foundational step in designing your legacy with intention, purpose, and long-term clarity?

In this episode, hostess Angelina Carleton speaks with Kim to reveal why so many high-achieving individuals feel “off” in spaces that look beautiful but don’t support who they are becoming. She shares how her Wheel House Assessment blends psychology, human needs, and environmental design to help homeowners break free from environments that are holding them back. Listeners will walk away with practical tips to transform their homes into launchpads for legacy building—so their physical space finally reflects the vision they want to live and leave.

Learn more about Kim at https://lifestylefoundations.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.
Show more...
1 month ago
55 minutes

Design Your Legacy - Life Lessons
Swiss Secrets of Legacy with Ben Ulrich, Dan Kertesz & Maxim Jardai
What are the unique pressures facing today’s affluent families, where complexity—not lack of resources—is the true adversary?  Rising wealth fragmentation, global mobility, and multi-jurisdictional assets have made succession planning more overwhelming than ever. Affluent individuals often find themselves isolated, unsure whom they can trust, and hesitant to discuss money, purpose, or legacy—even within their own families.

In this episode, hostess Angelina Carleton speaks with guests Ben Ulrich, Dan Kertesz and Maxim Jardai to bring clarity to these challenges by bridging wealth, psychology, and human connection in a way that helps families design legacies—not just portfolios—that endure. Their insights reveal that legacy is no longer about assets alone; it’s about continual communication and cultivating emotional intelligence across generations.

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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.
Show more...
1 month ago
58 minutes

Design Your Legacy - Life Lessons
The Future of Legacy Capital with Naava Mashiah
In a world where wealth is growing faster than wisdom, affluent individuals as well as families face an invisible crisis: How do you turn prosperity into purpose — and build a legacy that transcends geography, politics as well as generations?

In this podcast episode, hostess Angelina Carleton speaks with Naava Mashiah, a global connector and CEO of ME LINKS, known for mobilizing capital across Israel, the Middle East, Africa, and Asia. With a background in diplomacy and a lifelong commitment to cross-cultural dialogue, Naava helps family offices and 'rising generation' family members move from preserving wealth to activating it. Tune in as this conversation gives listeners a clear roadmap to transform their wealth into meaningful continuity!

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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.
Show more...
1 month ago
55 minutes

Design Your Legacy - Life Lessons
You Don't Have To Be Rambo For Your Legacy with Simon Holzapfel
Most individuals and families want to pass on more than money, but legacy is slow food for the soul — it requires intention, preparation, and steady nourishment. Like sex education class, talking about your legacy can be awkward — but avoiding the discomfort only guarantees confusion later.

In this episode, hostess Angelina Carleton speaks with Simon Holzapfel of CrowBox Partners to reveal why you can’t build on chaos, and why individuals and families must first create emotional order before they can create generational continuity. He explains how legacy isn’t a single event but how it happens one conversation at a time, especially when those conversations feel unfamiliar or uncomfortable. Simon offers tools to practice fighting fires, so all parties at the table learn to manage tension, conflict, and responsibility long before a crisis arrives. Ultimately, he reminds us that legacy may invite awkwardness, but it also invites transformation — and that’s where lasting stewardship truly begins!

Learn more about Simon at https://www.l-eaflab.org/.

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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.

-

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.
Show more...
1 month ago
1 hour 50 minutes

Design Your Legacy - Life Lessons
Emotional Capital: The Invisible Wealth You Pass On with Marcy Pusey
Most affluent individuals excel at building wealth but struggle to build emotional continuity, because unprocessed trauma quietly drives control, perfectionism, and isolation.

In this episode, hostess Angelina Carleton speaks with licensed therapist and TEDx speaker Marcy Pusey about how unresolved pain becomes an unintentional legacy that gets passed down through silence, avoidance, and emotional distance. She explains why success cannot protect anyone from the “freeze patterns” of PTSD—and how those patterns sabotage succession planning, family unity, and true fulfillment. You’ll learn practical tools to break generational cycles, shift from survival mode into intentional design, and build emotional capital equal to your financial capital. Marcy shows that the most valuable inheritance isn’t just financial wealth—it’s the healed and integrated version of you. If you’re ready to stop letting your past define your future, this episode gives you a roadmap to transform trauma into a legacy of strength, connection, and wisdom.

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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-car

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Show more...
1 month ago
1 hour 14 minutes

Design Your Legacy - Life Lessons
How Dyslexia Can Humanize Legacies with Russell Van Brocklen
In multi-generational families of wealth, dyslexia can quietly challenge the very ideals of achievement, confidence, and continuity. A child who struggles to read may internalize shame or feel they’ve disappointed the family. Parents, driven by high expectations, often oscillate between guilt and overcorrection—seeking to fix rather than understand. Grandparents may misinterpret the struggle through outdated notions of discipline, unaware of the opportunity for growth it presents.  

In this episode, hostess Angelina Carleton speaks with Russell Van Brocklen about his personal struggles as well as his latest research project. When a family can reframe dyslexia as difference instead of defect, it can transform frustration into empathy and innovation...and Russell offers a few ideas on how to leverage both AI as well as the craft of research as tools.  These insights can shift results as well as opportunities —from perfect performance to creative problem-solving and resilience. Ultimately, acknowledging dyslexia early on can strengthen the family legacy, humanizing what we all bring to the table with compassion and new perspectives.

Learn more at https://dyslexiaclasses.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.
Show more...
2 months ago
55 minutes

Design Your Legacy - Life Lessons
From Toys to Treasure: Designing a Legacy with Suzy Riedman
Many affluent parents struggle with teaching their children the true value of wealth beyond material possessions. Without guidance, kids can grow up thinking money alone defines success, missing out on lessons in generosity, gratitude, and emotional richness. So where do you start … so your legacy can be passed on as well as your values, alongside their personal development beyond consumerism?  

In this episode, hostess Angelina Carleton speaks with Suzy Riedman who shares actionable strategies for helping children understand money, happiness, and privilege. You’ll learn how to guide your children to make thoughtful choices with money—whether to spend, save, or share—while building character and empathy. Suzy reveals ways parents can cultivate wealth that isn’t measured in dollars, but in love, security, and meaningful impact. If you want your children to inherit not just assets, but values and wisdom that endure for generations, this conversation is a must-listen!  

Buy Suzy’s book at https://bit.ly/suzyreidman.

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Suzy Riedman is a writer, coach, mediator, and real estate investor who has always loved finding creative ways to earn and discuss money. She holds a bachelor’s degree in creative writing from the University of Redlands. Suzy’s love for honest money conversations began when she was ten years old and saved up to buy a cash register. She ran an office supply store out of her bedroom – selling envelopes, stamps and pencils she’d found on her parents’ desks.

After college, Suzy lived in Hawaii and worked as a personal trainer and Crossfit coach before returning to Oregon and entering the world of real estate investing and financial independence. Inspired by her own journey of taking ownership of her financial life, Suzy writes books to help families start money conversations that are engaging, age-appropriate, and meaningful. Her goal is to give kids confidence about earning, saving, and using money—while giving parents the tools to guide them.

Suzy lives on a little farm with her family, a menagerie of animals including a trick horse named Whistle, and 46 very busy chickens. When she isn’t writing, Suzy can be found riding bikes with her husband and son, hiking, or hanging out in the barn.

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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.
Show more...
2 months ago
58 minutes

Design Your Legacy - Life Lessons
A Legacy For The Builders and Trades with Wes Towers
Many business owners waste money on marketing that looks good but doesn’t actually bring in qualified leads — Wes Towers knows why. For over two decades, he’s helped builders and trades cut through the noise, turning their websites and SEO into tools that earn market share and generate steady work. In a world drowning in digital fluff, Wes shows founders how to stand out authentically and connect with real people.

In this episode of Design Your Legacy, Wes shares his field-tested strategies for building trust at scale, simplifying what really moves the needle, and keeping your brand human in an AI-driven age. You’ll hear his hard-won lessons from growing Uplift 360 from scratch, along with practical steps you can use to make your marketing work smarter. Tune in to learn how to design a business legacy built on authenticity, results, and relationships that last.

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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.
Show more...
2 months ago
54 minutes

Design Your Legacy - Life Lessons
Wealth with Purpose: Designing a Legacy with Peter Mu


Peter Mu, CFP® ChFC®, is the Founder and CEO of Wealth Cairn, a boutique advisory firm dedicated to helping affluent families design legacies that align wealth with purpose. With decades of experience in financial planning and advanced wealth strategies, Peter brings clarity and compassion to complex issues such as tax efficiency, multigenerational planning, and philanthropic giving. He is recognized for blending technical expertise with a deep understanding of the emotional dynamics that shape family decisions around money. Passionate about guiding clients beyond balance sheets, Peter empowers leaders to create lasting impact that extends far beyond their lifetime.

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

Design Your Legacy - Life Lessons
Unlock equity. Unlock legacy ... with Laura Phillips
Many individuals families want to secure their retirement and also pass on a meaningful legacy, but the fear of outliving money or leaving loved ones unprepared can feel overwhelming. For older generations, echoes of the Great Depression and Dust Bowl have shaped how we view money—through the lens of scarcity and survival.

In this episode, hostess Angelina Carleton speaks with Laura Phillips on how reverse mortgages can free trapped equity and transform fears into confidence. By preserving investments, easing financial pressure, and opening new streams of stability, individuals and families can plan not just for themselves but for three or four generations to come. Listeners will discover that legacy isn’t just about documents—it’s about funding hopes and dreams that last. When you shift how you see money and equity, you gain the clarity and courage to design a legacy that truly endures.

Learn more at https://lauraphillips.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.
Show more...
3 months ago
54 minutes

Design Your Legacy - Life Lessons
Talk It, Walk It, Write It For Your Legacy with Laing Rikkers
Too many high-achievers realize success only to be tested by and unprepared for life’s misfortunes. Grief and silence around loss can leave individuals fragile and legacies unfinished.

In this episode, hostess Angelina Carleton welcomes Laing Rikkers—Harvard graduate, author of Morning Leaves, and executive coach. Laing speaks to finding joy as well as beauty again after the unexpected loss of her younger sister. Learn how she has walked the daily path of turning creativity into resilience. Through her life experiences, Laing shares how to use storytelling for your legacy design, prioritize your mental health as a foundation for lasting inner strength and redefine success by incorporating in your healing journey. You don’t have to wait until it’s too late to face and process your emotions. Start today. Listen in and learn how Laing’s rite of passage can guide you to build a legacy rooted in your values, ability to heal, and service to others.

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Laing Rikkers is an Executive Coach with over 30 years of corporate leadership experience, specializing in helping high-performing individuals find purpose, clarity, and joy amid personal and professional challenges. She empowers executives to navigate pivotal moments with resilience and focus, integrating emotional intelligence with practical business strategies. Laing’s approach supports leaders in sustaining peak performance while emerging stronger and more purpose-driven.

As the author of "Morning Leaves: Cultivating a Life of Beauty, Meaning, and Joy," (Red Hen Press March 2026), Laing blends leadership acumen with a deep understanding of grief’s impact. Her work fosters a culture of resilience within organizations, enabling leaders to overcome obstacles while driving successful outcomes. Through a structured, confidential approach, she partners with clients to develop tailored solutions that align individual and organizational goals.

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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.
Show more...
3 months ago
1 hour 1 minute

Design Your Legacy - Life Lessons
Trusting Yourself More For Your Legacy with Sandra D. Souza
What if men asked women more often to join boards, in trusting they can handle it, and women trusted themselves more in their experiences and skills ... to show up and become board members in the design of their legacies? And how is unconscious bias getting in the way when we look at examples of the Finnish Prime Minister vs. the Australian PM? Why do so many women all over the world get left out of the corner offices (C Suite), CEO roles as well as board member roles?

In this episode, hostess Angelina Carleton speaks with Sandra D’Souza, Founder & CEO of Ellect, to share how she’s breaking down barriers with both men and women in overcoming all types of biases and building a marketplace for gender equality, equity, and opportunity. If you’re a leader, entrepreneur, or changemaker who cares about designing a legacy of inclusive leadership, this conversation is a must-listen!

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Sandra is the CEO and Founder to Ellect. Ellect is a platform dedicated to empowering companies to create a more inclusive and diverse workplace. Ellect provide tools and resources to help businesses measure and improve their gender and diversity initiatives. Ellect's ultimate goal is to create a world where everyone, regardless of gender or identity, has the opportunity to reach their full potential. 

Sandra is an entrepreneur and advocate for gender equality in business. She believes that leadership should be diverse, inclusive, and accessible to everyone, regardless of gender. That’s why she founded Ellect—a platform dedicated to increasing women’s representation in leadership and board roles. But her journey here wasn’t a straight path: By her early 30s, she had built a successful corporate career, working with global brands like MTV Europe, Telstra, and UBS. In 2019, she launched Ellect to help businesses create more gender-balanced leadership teams.

The platform recognizes and supports companies that champion diversity, aligning with the United Nations Sustainable Development Goals for Gender Equality and Reduced Inequalities. Her work has been recognized globally, including being featured on the NASDAQ Tower in New York as part of Nasdaq’s Spring 2021 Milestone Makers Program. In 2023, she was honored as the Most Influential CEO by CEO Monthly, and her book became a finalist in the Australian Business Book Awards and The Leadership Awards.

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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.
Show more...
3 months ago
1 hour

Design Your Legacy - Life Lessons
Start with Paper For Your Legacy Plan with Nelson Nigel
Parents traveling with young children often face the stressful reality of rideshares and taxis without car seats. In 2016, Nelson Nigel saw this firsthand as an Uber driver and recognized the risk families were forced to take... even before app's were well known as they are in 2025. Instead of waiting for another to lead, he chose to act as a pioneer, creating apps such as Kidmoto (under "Moto Nation")—a company he built to ensure safe, convenient travel for parents and their children. But how did it all start and what did Nelson have to overcome to finally write that great business plan?

In this episode, hostess Angelina Carleton speaks with Nelson Nigel about how he turned his personal challenges as an immigrant from Guyana (in South America) into 7-figure success while in New York City (USA). Tune in to hear how he leveraged all of his life experiences, from selling T-shirts and building a commercial property, to then develop his first app's. In one sentence, hear how Nelson defines his legacy as his four core values are a reminder that no matter the heart break and pain, resilience makes your legacy become a reality in 64 cities with expansion into Europe. We are our own legacy architects! 

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Nelson Nigel is the Founder and CEO of Moto Nation. In 2016, as an Uber driver, he observed the absence of child car seats in taxis and car services, leaving parents in vulnerable positions. Recognizing the gap in the market left by Uber and Lyft, Nelson developed a mobile app to offer a convenient and safe solution for parents traveling with small children, particularly to and from airports.

Moto Nation has since become a trusted brand, connecting parents with a network of skilled drivers providing secure child car seats for airport transfers in United States cities and soon, to be in Europe. Despite Nelson's challenging background—growing up poor and surviving a train accident that left him in a coma for weeks—he maintained a positive mindset no matter what in order to be in service to others. His hard work and respect for humanity has led Kidmoto to achieve milestones he could only dream of, including 40,000+ completed rides, a 7-figure revenue for 2023, and a valuation of $25 million USD. 

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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.

-

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.
Show more...
3 months ago
48 minutes

Design Your Legacy - Life Lessons
Women, Legacy and Philanthropy with Deborah Goldstein
Many women stepping into philanthropy face common but rarely discussed challenges: uncertainty about how to give effectively, lack of confidence in navigating male-dominated financial structures, and difficulty finding trusted advisors who truly honor their values and vision. Add to this the pressure of balancing family expectations with their desire to lead boldly, and the path to creating a meaningful legacy can feel overwhelming.

In this episode of Design Your Legacy, hostess Angelina Carleton speaks with Deborah Goldstein, Founder of Enlightened Philanthropy and Co-Dean of the Purposeful Planning Institute. Deborah shares how she equips women with the clarity, confidence, and tools they need to give with impact, align their wealth with purpose, and design a legacy that reflects their authentic voice. Tune in to hear how they uncover how women can overcome barriers, embrace philanthropy as a platform for leadership, and inspire future generations to connect wealth with meaning.

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Deborah Goldstein has decades of experience guiding families and professionals and is recognized for her ability to translate complex family dynamics into opportunities for connection, resilience, and impact. Deborah is especially passionate about empowering women and rising generations with tools for philanthropy, leadership, and purpose-driven legacy design. Her work inspires individuals to view wealth not just as financial capital, but as a catalyst for lasting influence and generational well-being.

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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.

-

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.
Show more...
3 months ago
57 minutes

Design Your Legacy - Life Lessons
Why the Wealthy Get the Deals—and How Doriot Is Changing That with Gerry Hays, JD
For over 25 years, Gerry Hays has been working at the crossroads of entrepreneurship, education, and innovation — launching and exiting startups, mentoring early-stage founders, and teaching venture strategy and mindset everywhere from Indiana University to classrooms around the world.

But Gerry isn’t just another serial founder. After years of watching the capital markets become more exclusive and less effective, he decided to stop playing defense — and start building alternatives.

He’s the founder of Doriot (Dor-ee-o), where he’s pioneering VentureStaking™ — a patent-pending, community-powered model for startup investing that flips the traditional system. He also created Fantasy Startup®, a gamified investing platform as addictive as fantasy sports, and QAI, a first-of-its-kind certification that offers a practical on-ramp to accredited investor status for the everyday person.

Gerry talks fast, thinks bold, and doesn’t hold back — especially when it comes to equity, access, and the future of investing. If you are interested in disruption, democratizing finance, or what’s really broken in venture capital, Gerry brings a conversation that doesn’t just observe change — he builds it.


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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.

-

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.
Show more...
3 months ago
2 hours 1 minute

Design Your Legacy - Life Lessons
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 settled.

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