Advertise on podcast: Design Your Legacy - Life Lessons

You want to build a meaningful life and design your legacy with purpose, but inheriting financial capital often comes with guilt, confusion, and family/social expectations that keep you paralyzed. Navigating complex legal trusts and gatekept jargon shouldn't force you to compromise your personal identity or values. In this episode, hostess Angelina Carleton speaks with financial planner Katherine Fox, founder of Sunnybranch Wealth, to demystify generational wealth and share a clear, values-first roadmap for today's modern inheritors. You will learn the exact questions to ask your Trustees, how to initiate honest money conversations, and how to align your portfolio with what truly matters to your legacy. Without this clarity, inherited wealth risks remaining an emotional burden that leads to regrets and unfulfilling stewardship... Listen now to stop feeling overwhelmed by the opinions of others and start confidently planning your legacy that reflects who you are in your unique identity. Learn more about Katherine at: Website: www.sunnybranchwealth.com Instagram: www.instagram.com/sunnybranchwealth  Podcast (Heir Necessities): https://podcasts.apple.com/us/podcast/heir-necessities/id1710802166 - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart, Where wealth and wisdom never part." — Angelina Carleton, Legacy Planning© Take the Next Step: Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

The three costly gaps ... Traditional legacy planning often starts and ends with a legal will, even if a will won’t tell your family how to access your digital accounts, cancel recurring subscriptions, or care for your pets. When vital details are scattered across forgotten drawers, sticky notes, and locked devices, grieving loved ones are left facing an administrative scavenger hunt instead of having space to process their loss. Compounding the problem, the fear of digital identity theft or unauthorized account access often keeps people from organizing their life's blueprints altogether. In this episode, hostess Angelina Carleton speaks with Cory Warden to 'break down' how Legacy Lab bridges the divide between formal legal documents and everyday logistics. By centralizing essential accounts, instructions, and contacts into a single bank-grade, encrypted vault, Cory shares how to replace chaos with clarity. Tune in to learn how leaving a secure, read-only roadmap is one of the greatest practical gifts you can give the people you love! Learn more at www.legacylabapp.com. - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart, Where wealth and wisdom never part." — Angelina Carleton, Legacy Planning© Take the Next Step: Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

Every ambitious leader strives to build a meaningful career and leave a lasting mark, but when roles end or a company sells, they often find themselves paralyzed by the sudden loss of identity. Trapped between knowing intellectually what to do and battling the subconscious fears that freeze them, they risk letting an external title define their entire worth.  In this podcast episode, hostess Angelina Carleton speak with Janylene Turcotte to draw on her 25 years of senior corporate strategy and clinical hypnotherapy to demystify the unseen blocks holding high achievers back. Through her signature "Peel Back · Rewire · Rise" method, she equips you to shed the corporate "coat," align your conscious goals with your deepest and most authentic beliefs, and step boldly into your holistic legacy plan. Tune into this conversation to stop hiding behind your résumé and start designing a true, enduring legacy on your own terms! Learn more at https://www.hypnocoach.ca and https://www.youtube.com/@janyleneturcotteexpertcare5511 - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart, Where wealth and wisdom never part!" — Angelina Carleton, Legacy Planning© Take the Next Step: Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

There can be agonizing fear and uncertainty of what will happen to a child with disabilities once their parents are no longer able to provide care, advocate for them, and navigate complex financial and benefit systems. But ... what if you could realize 'Legacy' is your decision and within your control when you are deliberate ... even if there has to be the design of two plans? In this episode, hostess Angelina Carleton speaks with Ryan Platt to discuss the realities of legacy design for families who need to think and plan with greater detail of 'what life will look like in the future'. They explore why financial and estate paperwork is only the beginning and how true preparedness involves a wider strategy. This conversation is essential for any parent looking to bridge the gap between current assets and future needs as each timeline is unique. Tune in to learn about the nuances of special needs planning as well as the advantages of a 'Special Needs Trust', ensuring your children are protected and supported after you are gone! Learn more at https://aspecialneedssupport.com and https://aspecialneedsplan.com.  - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart, Where wealth and wisdom never part!" — Angelina Carleton, Legacy Planning© Take the Next Step: Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

Every founder wants to build a business that makes a real, lasting impact on people and community without sacrificing their personal life in the process. Yet, too many leaders let their business run their lives, burning out because they fail to set firm boundaries around their time, energy, and the dangerous habit of doing the thinking for their workforce. In 2020, Matt hit that wall himself—mentally drained, physically taxed, and using food to cope with overwhelming stress until he knew something had to change.   In this podcast episode, Angelina Carleton speaks with serial entrepreneur Matt Estrin how he reclaimed his personal agency by creating guardrails for his health, mindset, and holistic legacy plan. He understands the struggle intimately—not just the internal battle of burnout, but the external grind of being rejected by 27 banks before securing the funding to launch his vision. He breaks down the blueprint for true sustainability: make sure your ladder is leaning against the right wall, establish non-negotiable boundaries around your well-being, and stop rescuing your team by equipping them with skills that create lasting value for their own futures. Tune in to discover how to overcome relentless setbacks and build a legacy of deep community impact that outlasts you.   - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart,        Where wealth and wisdom never part!" — Angelina Carleton, Legacy Planning© Take the Next Step: Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

Standard estate planning transfers financial assets and physical property but routinely ignores non-financial capital. When elders pass away, their life lessons, core values, survival stories, and authentic voices are permanently lost, leaving descendants disconnected from their roots. His platform provides structured tools, questions, and audio/visual recording systems to preserve this heritage before it disappears. In top of that, most people acknowledge the value of their family stories but fail to document them. Elders frequently believe their lives are "not interesting enough" or feel uncomfortable talking about themselves, which leads to never ending procrastination. What if there is a service as well as a product that solves this by replacing the overwhelming task of writing a full memoir with a guided, step-by-step interview process? As well as question frameworks that make sharing memories manageable as well as natural? In this episode, hostess Angelina Carleton speaks with Dennis Stack about how financial advisors and estate planners often face massive client-attrition rates—frequently losing assets once an estate transfers to heirs—because relationships were purely transactional and focused solely on numbers...or the patriarch, when widows and adult offspring/children then change advisors. Tune in to hear how Dennis's model gives advisors, caregivers, and planners a relationship-building tool that connects generations around shared family values, safeguarding family unity and fostering multi-generational loyalty! Learn more about Dennis Stack at https://www.linkedin.com/in/dennis-stack and https://lpofa.org. - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart,        Where wealth and wisdom never part!" — Angelina Carleton, Legacy Planning© Take the Next Step: Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

Giuseppe Grammatico is a franchise advisor, author, and speaker who transitioned from a successful Wall Street investment career to business ownership in multiple industries. With over two decades in the franchising industry, he has guided hundreds of aspiring entrepreneurs toward ownership to build their future legacy. Learn more at https://www.ggthefranchiseguide.com. - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart,        Where wealth and wisdom never part!" — Angelina Carleton, Legacy Planning© Take the Next Step:Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

People can be held back from designing their legacy due to fear, whether it’s external or self-imposed. The fear to grow beyond one’s comfort zone can be due to a lack of knowledge, a feeling of incompetency, or a scarcity mindset … especially if one has had to experience an uphill climb to manifest success, maintain success, or see progress. In this episode, I speak with investor and founder Jaden Sterling. Jaden speaks about his journey of venturing out to start his own company, IRS classifications, the spiritual download as a teenager and setting an intention each day. In his personal development, Jaden asks "How good can I stand it today?” in order to receive all the universe wants to bring him. Tune in to hear how Jaden leverages a core value of intuition – trusting his ‘downloads’ as a guidance system in facing the unknown - as he grows his business, his net worth and his legacy. Learn more about Jaden Sterling at https://sterlingstockpicker.com. - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart,        Where wealth and wisdom never part!" — Angelina Carleton, Legacy Planning© Take the Next Step:Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

A first-generation wealth creator has to move from offensive to defensive, but there’s a rarely a legacy playbook to tell them that. A founder builds something entirely from scratch through grit, intuition, and personal sacrifice. Then comes the paradigm shift from mastering the art of offensive strategy: taking risks, absorbing hits, funding prototypes, and surviving business turbulence to learning defensive strategy. How do they move from the engine that drives all financial and operational momentum to designing a fortress that outlasts them? In this episode, hostess Angelina Carleton speaks with inventor Jeanine Lum about her intellectual property (IP) and journey as an entrepreneur. Legacy isn’t just a bank account; it’s a patent, a brand, and a new standard. Tune in to hear how she will now consider new avenues of opportunity as well as growth. How will her IP and licensing agreements be managed, protected and monetized to provide for her heirs without requiring them to operate the business or contracts themselves? Will she bring her grandchildren into the business to teach them her work ethic and pass down her resilience and grit -- the actual asset that made all of it possible--to experience the struggle of starting from an idea? Hear from the matriarch that defied the odds time and again!   - Jeanine Lum is the inventor and founder of 3rd Bottle®, a patent-pending wine transport system designed to protect fine wine from heat exposure and travel shock. Drawing on a diverse career as a former Los Angeles County Sheriff’s Sergeant, flight attendant, commercial construction founder, and WSET II wine certified expert, she uses her unique background to question accepted industry norms and engineer practical solutions. Today, Jeanine speaks and consults on innovation, resilience, and licensing, inspiring entrepreneurs to build lasting legacies by turning everyday frustrations into game-changing opportunities. - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart,        Where wealth and wisdom never part!" — Angelina Carleton, Legacy Planning© Take the Next Step:Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

With affluent families and their businesses, there can be great conflict. Conflict that when unresolved, can lead to bitter breakups and a permanent loss of trust. This does not have to be as with proper tools, there can be a way forward in understanding human capital and relationship dynamics - expectations, roles, and everything that isn't said openly in the silence.  In this episode, hostess Angelina Carleton speaks with Bhaj Townsend about behavioral insights and needed cohesion. With her twenty years helping clients shift from tension to cohesion, Bhaj Townsend brings results and new education in emotional governance - helping to resolve conflicts and build trust again so as to keep families strong for generations. Or as she likes to say that she “… helps prepare family members for the receipt of wealth so it unites families rather than divides them.” Tune in to hear more in this 90-minute conversation! Learn more about Bhaj at https://focusandsustain.com. - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart,        Where wealth and wisdom never part!" — Angelina Carleton, Legacy Planning© Take the Next Step:Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

Every family carries a deep well of history, yet few heirs ever receive a clear 10-point checklist detailing the define-and-shape war stories and pivotal moments of their parents or grandparents. To make matters worse, patriarchs and matriarchs often remain silent about their knowledge, leaving children unprepared to navigate their evolving legacy. As an impending $124 trillion wealth transfer hits incoming generations like a massive barge crashing into a small boat, many individuals find themselves as "Accidental Millionaires" lacking direction. While the duty falls on the heirs to steward these assets wisely, most simply do not even know the right questions to ask. In this episode, hostess Angelina Carleton speaks with John Link about understanding what happened in a loved one's life and why they made their choices as one of the greatest gifts parents can share—like one of the seven wonders of the world. By choosing to "say the quiet parts out loud," parents can move beyond uncontrollable market forces and transfer their core decision-making mindsets to the next generation. After all, high-net-worth individuals utilize a deliberate, structured process for making decisions, because a well-crafted legacy plan will outshine a default or non-existent one. Tune in as we discuss how structured conversations and thoughtful fiduciary guidance can turn a chaotic wealth transfer into an empowered, multi-generational legacy! - Disclaimer: John Link is an Investment Adviser Representative with Royal Fund Management, LLC, an SEC Registered Investment Adviser. This content is for informational purposes only and does not constitute personalized financial advice. Full disclosures will be provided at the end of this video. Advisory services are offered through Royal Fund Management, LLC, Link Wealth Mgmt. Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through (Link Financial). Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. The information should not be construed as an offer to buy or sell or a solicitation of any offer to buy or sell securities mentioned here. This presentation should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the advisor as of the date of the presentation and are subject to change. Past performance may not be indicative of future results therefore, no current prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Royal Fund Management LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Content was prepared by a third-party, unaffiliated provider and is not the product of the adviser or Royal Fund Management LLC, and should not be regarded as a complete analysis of the subjects discussed. Language used by the third-party that appears promissory should be considered as mere marketing hype or hyperbole, and the reader is reminded that there can be no guarantees or assurances or any particular outcome. Although we believe the content is reliable, it is not guaranteed as to accuracy and is not intended to be the primary basis for investment decisions. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. All information and ideas should be discussed in detail with your Investment Adviser Representative prior to implementation. - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart,        Where wealth and wisdom never part!" — Angelina Carleton, Legacy Planning© Take the Next Step:Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

When a part of our identity isn’t developed for an expanded legacy, the weight of responsibility that comes with wealth can weigh heavy as well as unspoken. “What if I am wasting what someone else created, that I didn’t work for? I don’t know what I am supposed to do with all of this”. All of it can feel fleeting in the wind or we can find ourselves storing up for the tomorrow that is not promised. We all want our journey to end with fulfillment, but what if we could buy our way into access re: opportunities?   In this episode, hostess Angelina Carleton speaks with former pastor Kenneth Kollasch about reinvesting the equity of tangible success back into the equity of spiritual, emotional and mental success in what we will carry for eternity. When we skillfully invest into relational capital for the objective of duplication, we grow in our personal development as well as our skills as a ‘shepherd’. Tune in to hear how you can move from surface level tangible destination points in your Legacy Plan to spiritual health given your talents! - As a 3rd-generation entrepreneur, Kenneth Kollasch grew up witnessing firsthand both the incredible potential and the grueling demands of family enterprise. Drawing on his background as a former pastor, he brings a deeply compassionate, purpose-driven perspective to helping business leaders align their operational goals with timeless spiritual values. Having spent over 14 years navigating business leadership, franchising, and coaching, Kenneth has a unique gift for bridging the gap between marketplace performance and meaningful, multi-generational stewardship. Today, as a certified business coach, he helps entrepreneurs transform their operations so they can build a lasting legacy that thrives both at work and at home. - Think of this podcast like learning how to take care of a giant treasure chest—not just keeping the gold safe, but teaching your family and chosen friends how to use it kindly, wisely, and together so it keeps helping the world forever. 🎵 "Design your legacy, lead with heart,        Where wealth and wisdom never part!" — Angelina Carleton, Legacy Planning© Take the Next Step:Ready to bridge your balance sheet and your or your family’s purpose? Download the step-by-step checklist or book a private Discovery Session: Guide & Checklist: https://angelina642.gumroad.com Schedule a Session: www.angelinacarleton.com Listen & Subscribe: Apple Podcasts | Spotify | YouTubeConnect: LinkedIn | InstagramAt 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. - 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.

Stories are what hold the world together, whether it is movies or songs. Yet we often don't know other's stories in our own families or on the sides of buildings or museums. To be brutally honest, we lack the courage (not the confidence) to share our stories with others. You might be done with your past but your past has more work to do on other people. So if you can't always see the picture in the frame, where do you start?  In this episode, hostess Angelina Carleton speaks with author Deante Young about how we all have exceptional things to give but we may not realize it if we have a toxic relationship with ourself. Yet he opines that sharing your stories are the 'highest form of philanthropy' because you can't replicate the 'lived experiences'. When you act like a museum, the past can inform the future because your past can be profound to someone else - when we can sit in another's moments of victory as well as pain. Tune in to hear how the most successful families have top notch communication and share their stories.   - Your clients have a plan for their wealth. Nobody has a plan for the wisdom that built it. Most legacy-stage families give millions to build institutions. But without their story, those institutions are monuments without meaning. You see the name on the building. You never learn the why behind the gift. We spend years teaching children the formation stories of strangers. Yet most families never document the wounds, wisdom, and decisions of the people whose blood actually runs through their veins. Abraham Lincoln died 160 years ago. No one who knew him is alive. Yet we know his story because he preserved it. Your clients will never meet their great-great-grandchildren. But after reading their family's formation story, those children will know exactly who they came from and why it matters. - Deante Young extracts and preserves the formation story behind his clients' success: the experiences, relationships, wounds, and wisdom that no legal document captures. Using the L.I.V.E.S.E.T.™ framework, a proprietary seven-component methodology, he produces ghostwritten memoirs, authorized biographies, personal documentaries, and family operating systems that become the permanent governance document missing from every estate plan. The family operating system goes further. It documents the values, traditions, and identity of the family as a unit, and establishes an annual re-telling ritual so that formation never gets lost across generations. Learn more at: https://deanteyoung.com. - 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. - 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.

Most founders spend decades building their financial capital, yet nearly 90% fail to protect and transfer their true legacy. Building wealth isn't the same as sustaining it. Neither is designing your legacy. A separate team of advisors is needed. In the day to day, many wealth creators also stumble because of slow adaptation, lack of liquidity, unaligned advisors, and no clear map for passing on their mindset, experiences and ‘all other forms of capital’.   In this episode, hostess Angelina Carleton speaks with Alexey Sokolov of Northwestern Mutual to break down why standard wealth strategies fall short—and how to build different systems for family alignment, financial security, and intergenerational impact. To design a legacy that truly protects and inspires, you need a holistic, dedicated discipline—not just standard financial products. Also, by developing your family into a healthy and functional team and surrounding yourself with advisors who ask the uncomfortable questions AI can’t, you transform your business success into an enduring legacy. Tune into hear how you too can prepare yourself for real legacy preservation and why your human experiences are as valuable as original artwork! - Alexey Sokolov helps tech founders, investors, and senior professionals design tax‑efficient, resilient wealth strategies so they can focus on building, not worrying. Over the last decade, he has: Managed capital in a hedge fund environment and navigated multiple market cycles.Led a broker‑dealer and worked inside regulated financial infrastructure.Built fintech products for investors and professionals, seeing where systems fail in real life.Typical challenges he works on: Founder liquidity and diversification without “blowing up” future upside.Structuring cross‑border and multi‑jurisdiction wealth in a tax‑aware way.Building investment frameworks that balance growth, downside protection, and lifestyle goals.Alexey can be reached at: https://www.linkedin.com/in/alexeysokolovnm; [email protected]. - 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. - 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.

Young and adult children should have the conversations about your wishes, dreams, and decisions before they need the answers. You can’t wait until the emergency or the funeral when emotions are high in a crisis. Few humans rarely regret having these communications sooner. Legacy isn’t about death; it’s about getting prepared. And the best time to prepare is when the sun is shining on your roof compared to when the rain is falling down.  In this episode, hostess Angelina Carleton speaks to Douglas Bates about how we fear the unknown, especially when the spouse and children of all ages don’t know what’s going on or how anything works. The concept of ‘legacy’ as well as ‘family’ need to be more important than one’s own ego, so there can be these discussions as well as dialogue about future endeavors. Tune in to hear remedies when there’s a big ‘legacy gap’ due to when your advisors aren’t all working together because they are staying in their silos! - An estate plan does not mean a family is prepared. That’s why Legacy Preparedness is vital. Legacy is that which survives a person—the family relationships they nurtured, the financial capital they created, the values and wisdom they passed on, the charitable impact they made, and the institutions they helped strengthen. Legacy is not measured by how much a person leaves behind, but by how well the next generation is prepared to secure it. For many people, family is their most important legacy. A legacy may also include financial assets, businesses, leadership responsibilities, and charitable commitments that must be understood, protected, and preserved for future generations. DePaul & Associates is a legacy planning firm that explains why Legacy Preparedness goes beyond estate planning. It prepares the next generation for stewardship so that what matters most can endure across generations. Estate Planned. Family Prepared. Reach out to Douglas at https://www.linkedin.com/in/douglasbateschiefstrategist and/or https://www.linkedin.com/company/depaul-&-associates. - 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. - 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.