Design Your Legacy

Most entrepreneurs think of the expression “money makes the world go round” but what if it’s that ‘people make the world go round’? Where money is an abstraction of human ambition? Yes, an economist’s point of view is that capital matters but let’s be honest: you leaned into your core values when you thought of your best business ideas as time disappeared and your excitement increased. So how do you develop your wild ambition or process the moments when things don’t work out? How do you become emotionally intelligent with your tone and the words that come out so as to keep your closest relationships and not just talk to Siri, Alexi or ChatGPT? In this week’s episode, hostess Angelina Carleton speaks with Charney Kaye, the Founder of XJ Music who is a lifelong hacker, artist and musician. XJ Music enables composers to realize new possibilities in dynamic music for video games. Charney discusses his next level music engine, releasing his software open source and the shift today to dynamic experiences, both for the consumer as well as the virtual production houses. Whether you enjoy ambient music or you would like to take a moment to think about your legacy, you’ll receive inspiration from this conversation. Tune in to hear how Charney leans into his values as well as how he conducts himself with integrity, kindness and mindfulness, so you too can execute on your legacy design! Learn more about Charney Kaye at https://xjmusic.com. (*Pardon the sound quality at certain points.) - Unsure where to start in designing your legacy plan? Hint: Your legacy is more than what you might work out with an attorney, it’s something you execute on everyday!: https://bit.ly/designurlegacy If you’re ready and serious about planning your holistic legacy and expanding your partnerships into communications that feel more like privilege than duty, retain our services to get your legacy right! Go to: https://www.angelinacarleton.com/consultation FIND AND FOLLOW US ON INSTAGRAM: https://www.instagram.com/designurlegacy/ - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Every savvy investor is told working capital matters and most portfolios generate less than 3% in personal disposable/reinvestment income. You might have also been told that at some point before or during your retirement at any age, your principal has to be invaded in order to pay bills or you have to sell assets to afford your lifestyle. But if by not understanding the distinctions between mutual funds, ETF’s and CEF’s (closed end funds), you set yourself up to make other people rich and struggle during your retirement years. So what is there to know about CEF’s and what six principles are guideposts to lean into to see income month after month? In this week’s podcast episode, hostess Angelina Carleton speaks with Steve Selengut, a sophisticated investor about how CEF’s can help better plan and design your legacy as well as what you need to know to start receiving dividends. Investors haven’t been encouraged to pursue CEF’s and most people have never heard of them! In this conversation, key financial knowledge is discussed so you can have more personal agency over your finances as well as your personal legacy! Tune in and hear how to make your working capital more powerful whether through your own investment management or new dialogue with your financial planner! - Steve has accumulated over 40 years of experience as a private investment manager, with a strong focus on increasing the spendable income generated by client portfolios. Today, his role has transitioned into that of an Income Coach, where he's dedicated to teaching investors how to more than double the income produced by their portfolios. Using Market Cycle Investment Management (MCIM) in portfolio preparation and design, he's been able to take advantage of all major financial market movements, in either direction, for decades. You can reach out to Steve at steve@theincomecoach.net, or at sanserve@aol.com. Learn more about CEF's at www.theincomecoach.net. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com #financialcapital #legacycapital #CEFcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Western capitalism as an enterprise, including the roads on six continents, can be attributed to such entrepreneurs as Ford, Rockefeller and Carnegie. However, what about when money supersedes God in what influences your heart? Do you feel guilt, shame or pride more profoundly than Christ’s love? Do you fear expressing emotions such as hope, peace or the love of God when he pours into your life? Could you be operating out of your wounds compared to your prayer life? What’s the point of your wealth if there’s little to no faith? In this week’s podcast episode, hostess Angelina Carleton speaks with Rev. Dr. David Chotka as to how all of scripture is about designing your holistic legacy. Faith appears more than any other words in the Bible! And God left many stories to transform you from the inside out. What if your legacy planning operated from a basis of love and faith compared to fear and condemnation? The Kingdom of God isn’t just about eating and drinking but rather … peace, joy and righteousness. How are your spiritual best practices intertwined with your business practices ... in designing a legacy beyond your lifetime? Tune in to hear about God’s presence through Dr. Chotka’s healing prayers and legacy plans. - Rev. Dr. David Chotka has his doctorate in Spiritual Discernment from Gordon-Conwell seminary, and has led seminars/conferences nationally and internationally (17 countries). He develops resources and training tools “to equip God’s people for works of service.” His book, “Hey! Are You There? It’s Me—God” has been acclaimed by Jack Canfield (co-author of the Chicken Soup For the Soul books) as “a great read” and “an incredible book.” It gives practical advice on How to Listen, Test and Know When God Speaks. His recently published title, Healing Prayer is God’s Idea, co-authored with Rev. Dr. Maxie Dunnam, is described as a book which makes “something like healing, which can seem complicated and intimidating, simple and accessible…” Purchase his books online at https://bit.ly/chotka. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com #humancapital #spiritualcapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Leadership as a Founder can make you feel like a star when you’re successful. Other times, it can feel as if you are walking off the edge of the map into the great unknown … guessing what to do next – whether that’s growing, selling or succession. When there’s no map, you search for clues to anticipate what’s next and what’s best before there's the pain of a blind spot. If you don’t read the baseline correctly, you may embarrass yourself publicly in taking two steps backwards to take one step forwards, in order to save face and the vision for your legacy. So how can a coach guide you as you grow forwards? In this podcast episode. hostess Angelina Carleton speaks with Scott Ritzheimer as they explore his 7-step map based on the patterns he’s observed in the last 15+ years of building businesses, non-profits and founder’s careers. Scott will talk about over applying past lessons to the present and how to better optimize your focus for the actual leadership stage you are at. When will you find the time to do it right a second time? A good map gives you reassurance, offers insights and holds you to your vision, which will greatly impact the holistic design of your legacy. Tune in and understand that how you end is just as important as how you began in your broad legacy planning! - Scott has helped start about 20,000 new businesses and nonprofits. With his business partner, they also started and led a multi-million dollar business through a growth phase over 10 years into the double-digits. Scott then founded Scale Architects to help founders and executives identify and implement their best strategy to ultimately have them arrive at their legacy vision. If you'd like to lead your business or nonprofit to a visionary legacy in the privilege of what you have built, then Scott’s plan is simple. Get your FREE copy of the Founder's Evolution at https://www.scalearchitects.com/founders - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com #humancapital #legacycapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Are you a leader who wonders how you will be remembered by others, especially if your focus has just been on the money and forgetting joy? Many entrepreneurs and family business members feel empty when they fall asleep at night, as they know others are watching them as a role model on their life’s journey. They’re also anxious about including their soul’s ideas into their business decisions, debating whether to be so vulnerable and transparent as to the conversations in their head. Simply hoping to find support as you evolve as a whole human being, and leader, isn’t enough to achieve your holistic legacy goals and design that bigger plan. You need a strategy for developing and executing your legacy’s dreams. In this podcast episode, hostess Angelina Carleton speaks with Camille L. Miller, MBA, Ph.D. about 4 strategies for the design of your legacy plan. She’ll show you how to follow your passions through one word a year, how to bring your gifts to the world, the importance of language in distinguishing between your ego and soul as well as the needed insights when asking yourself ‘why’ 8 times to discover your deeper answers. Focusing on how your soul is here to serve will lead you to the success of your legacy through ‘your lane of joy’. Listen in and learn how to turn what didn’t work in past years into practical steps in your holistic legacy planning. Learn more at www.soulprofessional.com/about-camille-miller. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com #humancapital #legacycapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Are you a woman who feels she is not receiving a fair chance when it comes to being invited to the ‘money table’? Many female professionals and entrepreneurs, whether they are self-made or part of a multi-generational family of wealth, feel as if they shouldn’t be making financial decisions … so they aren’t focusing on it. They may feel anxious about the added levels of complexity as well as the new vocabulary needed to communicate confidently. Simply setting up small habits now is just a start to feeling a sense of belonging to ‘wealth conversations’. You need an investment account for both your retirement and to live your legacy dreams. In this episode, hostess Angelina Carleton speaks with registered investment advisor Anna N’Jie-Konte, MBA, CFP and co-founder to Re-Envision Wealth, a black and Latina founded wealth management firm. Anna shares strategies on how money can be a tool for your legacy and how today’s wealth firms in their business model need to let women and immigrants into the decision-making process so as to not overlook billion-dollar niches. Focusing on women, as 40% of wealth is now being managed by women, accepts the changing demographics and recognizes the very real societal limitations placed on women’s dreams in what they had to give up in the past. Tune in and learn how to turn your money stressors into actionable steps in your financial and legacy wealth building. Learn more about Anna at https://re-envisionwealth.com. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com #humancapital #legacycapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Does your financial success mirror your professional success? How do you manage money? How do you manage your finances, cash flows, and a financially stable business in order to invest in your future? Many families don’t walk their NextGen through the back end of the finances to know that making and managing money are two different skill sets. What about all the other jobs your dollar has to do? When things go sideways, the thing that makes it easier is cash. What if it isn’t noble to cut yourself out in paying yourself a salary as a business owner? In this episode, hostess Angelina Carleton speaks with Jen Paterson, a financial planner who studied economics and finance in British Columbia (Canada). We talk about the distinctions around managing money this automatically isn’t taught or discussed as needed in society, amongst friends and associates or in the business schools. Yet, it doesn’t have to be ‘heirs gone wild’ or ‘entrepreneurs gone wild’ when the money gets deposited. If you don’t pay attention to how you spend and set aside monies, it can’t serve you or your legacy dreams. Tune in and hear how you can learn the strategies to navigate your money management in the design of your holistic legacy planning. Does your financial management meet your Legacy goals? Learn more about Jen at www.dollardivas.org. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com #humancapital #legacycapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Do you know what an exceptional life looks like, given today’s superficiality and transactional nature? Despite the brevity of life being one of the biggest surprises, you might find yourself still determined to design both a life and a legacy with a clear vision. This usually happens when discipline weighs ounces while regrets weigh tons … making the days expensive. Without a structured framework to show you how to define, develop and execute on a sensible plan, it’s tough to believe a great legacy is possible. So how do you create that roadmap that allows you to maximize your time, talent and treasure? In this week’s podcast episode, hostess Angelina Carleton speaks with Chris Ford, founder of Wingate Capital. They review one of his favorite books, the 12 Pillars, to break down how to set up your priorities right as well as your calendar to find results. Starting with the first six (6) pillars, we discuss how influence is subtle and how each day offers one ‘best’ opportunity so as to not get distracted by the urgent. Listen in and learn how to borrow from this great book and the clues it left behind for your holistic legacy plan of action as a lifelong learner! - Wingate Capital is a Real Estate Private Equity firm that provides investors opportunities to passively invest in institutional-quality, recession-resilient, real estate. Their direct access allows investors to invest alongside experienced operating partners who have a proven track record of delivering attractive risk-adjusted returns. Their goal is to help investors build long-term wealth and passive income streams through a diversified offering of value-add multifamily, self-storage, manufactured home and RV park investments located in growing markets across the U.S. The deals that they fund allow their investors to preserve capital while collecting consistent cash distributions, building equity in hard assets, and benefiting from these assets' appreciation over time. Reach out directly to join their investor club via https://www.linkedin.com/in/christopherlloydford or https://www.wingatecapital.com. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com #humancapital #legacycapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Family business founders live extremely busy lives and are so focused on the business that oftentimes, the NextGen’s (Generation 2-Generation 4) didn’t understand why their parents were gone. To add to this lack of connection, parents can feel guilty and not know how to pass on the enterprise successfully to G2-G4. There can be so much weight on the shoulders of the next generations in pressure when there is an absence of knowing the stories, the roots, behind their history. This history, even the bond of the family, supersedes financial position and standing in life but values have to be handed down. So where do you start? In this week’s podcast, hostess Angelina Carleton speaks with historian Douglas Miller of Mullerhaus Legacy. They talk about the field of Heritage Management as well as the concept of duty as a part of the human psyche in 'why you are here' and 'how you arrived here'. For the lives of young people, studies show that knowing your history increases self-confidence. It also fills in the empty places. Mr. Miller discusses expectations, the preparation of G2-G4 and the differences between managing a portfolio well vs. dealing with the human elements. Tune in to discover how affluent families handle cowboy stories as well as how to involve 71 participants in your 'hard cover coffee table book' to inspire your legacy! - Legacy doesn’t just happen. To be influential, heritage must be protected and shared with care and authenticity. Mullerhaus Legacy is your expert team of creative storytellers and professional historians helping families and businesses like yours inspire the future by using history to keep stories and values alive. Your family and business legacy deserve to be beautifully preserved and shared. The American Dream will falter if we fail to pass along the character, values, and traditions that unify us. To preserve the promises of liberty, Mullerhaus Legacy makes the story of American achievement an influential part of everyday life. Their purpose is to use family and business history to lead, inspire and connect future generations to their inheritance of opportunity. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com #humancapital #legacycapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Your ability to manage your time, as well as your email inbox, is key so you can feel a sense of accomplishment. Because let’s be real, corporate America will no longer birth or bury your career in 2024 … as Elon Musk just laid off 80% of Twitter’s employees. But more importantly, do you have an evening ritual so your work does not consume your mind, in taking over your peace of mind? This could mean knowing how to compete on the benefits of your product or service compared to price in how what you have to offer can and will benefit others. And yet most entrepreneurs forget to get commitments from others in beta testing ideas with the intent of buying it, compared to just having others tell you what you want to hear. In this week’s podcast episode, hostess Angelina Carleton speaks with professor Marc Kramer about five ‘best business practices and tips’ as he's raised over $3 billion in capital. Marc talks about underpromising and overdelivering as well as how he sets aside three hours a day to read the WSJ, Inc, Fast Company, Business Insider, HBR, Forbes and Fortune. But more than just business insights. Marc speaks about the design of his holistic legacy. When he’s not flying helicopters or skydiving, Marc believes ‘legacy’ is creating something for others so they can benefit from your ideas, creativity and intellectual gifts. Tune in to hear how Marc is living into his core values of loyalty, ethics, selflessness and supporting others as the joys to his holistic legacy plan. Learn more about Mr. Kramer at https://pitchtomefirst.com. - Marc Kramer is a serial entrepreneur and a Penn State University graduate. He is president of Kramer Communications, which provides business, marketing, financial and operational plan development and implementation for startups to Fortune 500 companies. Marc is president of Stress Free Family Business, where he trains the next generation, develops process and plans to grow the family business. He is also executive director of the Private Investors Forum, which runs the Angel Venture Fair. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com #humancapital #legacycapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - How do you compete as a family business against the Fortune 100 and 500 companies to level the playing field? The business intelligence to know who enters your location, physical or digital, within a three-mile radius 1.5 hours before and after … with three satellites can the strategy to whether your project, business or services survives or dies. Whether you like today’s level of data (AI) tracking or not, it’s a situation that requires your due diligence … especially when you would like to have an effective marketing strategy in managing costs. So how do play outside of the walled garden to grow and measure foot traffic … including if your legacy project focuses on private aviation? In this podcast episode, hostess Angelina Carleton explores geofencing with guest Barbara Wardell, who is one half of the agency Cullari & Wardell. Barbara also speaks into learning to put herself first in her goals as a female entrepreneur as well as finding people to look up to. For her legacy, she talks about how kindness can change a person as well as how the loving nature of women, in how we relate to one another in society and in business, can be a game changer. In addition to hearing why you should add ‘exclusivity’ into your ad contracts so as to protect your legacy project, Barbara also talks about giving to others so they can have a legacy other than poverty in her holistic legacy plan. Tune in to hear how geofencing can build generational wealth if you are a family business! Learn more about Barbara at https://cullarimedia.com. - Barbara Wardell is a seasoned marketing and advertising professional who transitioned from a successful career in the specialty medicine industry to become a disruptor, supporting small businesses. Guiding her geofencing ad agency, Cullari & Wardell, Barbara embraces a growth hacker mindset that strategically focuses on identifying and amplifying her clients’ strengths while pinpointing weaknesses in the competition, utilizing GPS location data. This approach results in a significant and measurable impact on foot traffic and online engagement, making her efforts truly game-changing and successful. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. #humancapital #legacycapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Do you dream of making your legacy more than what happens when you are gone but find yourself frozen by the how around why your story matters? Telling your story from only your perspective can either define success for your legacy or leave you questioning your narrative, making what should be fulfilling seem daunting. Countless individuals find themselves with human moments and emotions to share, in their moments of triumph when the stakes were high. So how do you bring your personality to your legacy in noticing the details of you? In this week’s podcast episode, hostess Angelina Carleton speaks with Ben Feller on his legacy mission of pursuing happiness as well as making the lives around him better. Ben offers some much-needed guidance around starting with your legacy goals and 'seeing opportunities to give' as exciting, more than just the duty to show up. Based on his reflections, designing a legacy starts with ‘person to person’ conversations, in listening as well as trusting yourself more to go deeper in the human experience here and now. So how do you get your legacy right? Tune in and receive actionable strategies to get and keep you in the driver’s seat, so you can find your bigger legacy story. Connect on a human level with your legacy so your legacy can be more than just forms. Life is not a series of transactions. What story do you want now? Learn more about Ben at https://maslansky.com. - Ben Feller is an award-winning writer who covered two presidents and now helps people and organizations tell their own stories. He is also a writing coach, moderator, media adviser and public speaker on parenting, politics and the power of communications. In his first career as a journalist, which spanned 20 years, Ben distinguished himself as one of the finest reporters in the nation. He ultimately served as the Chief White House Correspondent for The Associated Press, a role in which he led presidential coverage for the largest news organization in the world. Ben spent more than six years covering Presidents Obama and George W. Bush, traveling aboard Air Force One across the US and 25 countries. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach, a trusted advisor, can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. #humancapital #legacycapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Peacefully engaging with your partner when you are upset with them requires tools and skill sets we often don’t have … but the fallout can include contempt, stonewalling, criticism and defensiveness. Looking at today’s divorce statistics, we are missing nuanced ‘emotional’ knowledge when it comes to marriages and human capital. Many partners will ‘throw’ their contempt, compared to articulating it, … especially when it’s controlled by ego. It can become one party’s victory over another’s. Yet in the science of peace, where do we start? In this week’s podcast episode, hostess Angelina Carleton speaks with Alex Pardi out of NYC. Alex asks: How about beginning with weekly check-in’s to ask five key questions? Or the positive use of labeling where the other party can say “That’s right!” or “Exactly!” or “Yes!”. In breaking patterns of blame, the fastest path to zero is withholding support and appreciation in pettiness. Yes, practicing new relationship skills is an exercise in patience. Yet your holistic legacy is influenced by understanding what is most meaningful to you and to those around you. And in the world of high performance, learning to perform highly in your relationships is more important than ever. Learn more about Alex Pardi at https://www.skool.com/alexparditv/about. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your design to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. #humancapital #spiritualcapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Many entrepreneurs linger at 200 hz or below in their emotions of shame, guilt, grief, fear, anger and/or pride. The problem with that is when the lower vibration ‘feelings’ create your reality ... and legacy! It’s hard to be your authentic self, in business or with friends, when you are drained. But here’s the truth: You can’t change the mirror, you can only change yourself. But what if you could raise your level of consciousness to be above 200 hz in order to design your legacy? In this podcast episode, hostess Angelina Carleton speaks with Eric McHugh, President of ShopX. We speak about how all of us, especially today, are happiest when we are serving others, in following our intellectual curiosity compared to being in business where there is a win/lose. When you are not taking away from others, in your b-model, and are instead adding to other’s lives, you will find the most happiness. This happiness then inspires your legacy in its momentum, development and execution. Even money becomes about energy when there’s flow. Tune in to hear how you too can start this journey. - Eric McHugh’s experience includes ad optimization for Snap Inc, consulting for Fortune 500 companies through their Chapter 11 bankruptcy processes, Dark Matter research at Carnegie Melon University, and helping found CartRev, a social commerce platform that had over 100 Shopify brands. He is President of SHOPX web3 ecommerce, Co-Founder and Chief Growth Officer of Dataing, an AI powered matchmaking. In the past, he founded a Saas platform that replaced affiliate codes for ecommerce brands, worked as a consultant for Fortune 500 companies, helped Snap optimize their ad algorithm, and interned abroad in Barcelona Spain. He has an IQ of over 140, enjoys playing chess with his main hobbies as fighting, meditation, and reading. Full article herein - www.brainzmagazine.com/post/web3-mas…ommerce-nft-s. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. #humancapital #spiritualcapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - How can you stay and win as a high performer when you receive news of an unexpected diagnoses? It’s a big question for the many who have received news of diabetes, particularly if their life and lifestyle is that of a professional, competitive athlete. Internal beliefs are examined, and more trust has to be called in; trust in the process, trust in the mechanic of your bicycle, and trust in the communication of honesty with your coach. So how do you put your own metaphoric airplane mask on before you can help others - in taking care of yourself first, even with sponsors? Mandy Marquardt is a member of the USA Cycling National Tea and has raced internationally. A 27-time USA Cycling National Champion, a 5-time American Record Holder, an 8-time Pan American Championship Medalist, a 2-time Pan American Games Medalist, and an Olympic hopeful for 2028. In this podcast episode, hostess Angelina Carleton speaks with Mandy Marquardt about her children’s book on the subject of overcoming hardships as well as her difficult challenges to inspire your holistic legacy planning. Listen in and learn how you, too, can live into values such as courage, integrity and trust. Learn more about Mandy at www.mandymarquardt.com. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - About 400 BC, Plato used a Trust to form a sovereign university in Greece, though Trusts date back to the Egyptian pharaohs. In ancient Rome, citizens could use “Fidei-Commissum” (like today’s common law). Then in Medieval England, the ‘Mortmain Acts of 1279 AD (aka Statutum De Viris Relig Oisis) had Trustees hold title to land under a bond. The Beneficiary was known then as a ‘Feoffer’. It was a way to transfer, or 'enfeoff' the legal title of land while holding the use of the land. So why does this history matter today? While times are changing, some things stay the same. It used to be that men could only hold title to assets. In 2024, more women will come into an inheritance in the next 3-5 years than ever before, totaling a $30T opportunity by 2030. The problem though is when these heirs don’t have the education in place, or the financial literacy to know their terms to go forward in full confidence. So where do you start? If the founding fathers of America set up Trusts in the 1700's still in existence today, and trained their successive generations… you too can begin to learn the knowledge, starting with defining the scope and purity of your Trust’s purpose. To build ‘Legacy Wealth’ and maintain your privacy, Trusts are key to your thriving! - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #trustcapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - If you don’t nurture your heart, your heart can stop beating… as in its pulse of happiness. Entrepreneurs can exercise relentless self-judgement in their heads that no one else hears. Your businesss can be worth millions and yet, you can live the life of winning the war while losing the battles day in and day out. Yet prevailing through these challenges requires resilience as well as ‘non-attachment to failure’ … as well as the freedom to ‘hold new insights’ compared to a year or decade ago. In today’s podcast episode, hostess Angelina Carleton speaks with Beate Chelette. Beate sold her business for millions to an entity owned by Bill Gates to become financially independent. Now, living in choice, she explores the deliberate actions of her legacy planning: who is she in identity outside of work? How does she show up for herself and others? How does she let go of control of others to allow them to be true to themselves? Tune in to hear how Beate is becoming the person she wants to be, by breaking generational curses from her upbringing, to release the emotional bondage seven generations back. Learn more about Beate at https://beatechelette.com. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. -- Many people feel disappointed when their first passion doesn’t materialize, often thinking they’re victims of what they lost. This mindset can set you up for failure because you will be face to face with mental barriers. As a result, it becomes unfruitful when you only look at where you’ve struggled. Not being able to overcome the pity party of loss and develop other creative passions is a test of faith. So how do you transition from a spirit of fear to one of power, love and a sound mind? In this episode, host Angelina Carleton speaks with Morgan McCarver about how to overcome being constantly fearful to letting new passions inspire your legacy. She opens up, after 10 years of silence, about her own story of how she grew in her identity due to spinal challenges beyond her control. From feeling judged, even down to her body image, to speaking truth about her journey to prevail, she explores her experiences in her new book “God The Artist”. She invites you to look at your legacy, with a focus on the heart, especially when you feel like God gave you a curse compared to gifts. You’ll learn how to shift from feeling like you are under spiritual warfare to feeling safe in your own legacy vision. Listen in and get Morgan’s timeless insights on changing how you value yourself in your legacy and your ability to see your amazing gifts. Learn more about Morgan's book, at https://www.morganmccarver.com/new-book. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #emotionalcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Business owners can find it hard to break through the barrier of fear when it comes to planning their legacy. If you’re only focused on a monetary legacy, you’re missing out on the emotional aspects of what you could be bringing into the now re: happiness and joy. Your legacy is more about living and what you are doing today. Yet in a society where people’s thoughts and feelings are scattered, where people can feel limited in time and resources to sit down to completely map out a holistic legacy, how can you hold a legacy plan together that’s cohesive? In this episode, hostess Angelina Carleton welcomes Anne Laffin to the podcast. They discuss how planning your legacy early allows you to connect to why you are here … to fulfill your plan compared to avoid it. The days go on and our legacy rarely gets talked over. This lack of consistency is the biggest theme because there ends up being ‘no plan’. This conversation goes beyond how your work can be your legacy, as we dive into the importance of creating emotional resilience in how to tackle adversity and challenges. In a world today where the NextGen need open dialogue and skills passed on, how do we solve for the drama and bad stuff? It's the breaking and rebuilding that strengthens a relationship. Learn more about Anne at https://www.linkedin.com/in/alaffin/. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - If you don’t think about your legacy or are even aware of it, how can you step into that role? And with Legacy.com being a ‘Directory of Death’ (i.e. obituaries), how can we not be influenced by how things show up in our culture, society and online environment? And yet, your legacy is more than a few paragraphs and a few numbers. A great legacy is going to take more than 5 minutes to gather your thoughts. So how can you move past ‘feeling unsafe’ around planning your holistic legacy or the FOMO (fear of missing out) if this ‘legacy’ focus takes time or resources away from something else? In this episode, hostess Angelina Carleton speaks with Sherrie Rose, author and a visionary Chief Legacy Officer. Sherrie shares why investing in yourself, in the pleasure side of life vs. the paper side of life matters and how the real currency is ‘relationship riches’. What if ‘legacy’ is a value in your life compared to a goal? Tune in and learn how to live smart, give smart and leave your mark… as an act of kindness is worth more than the grandest gesture. Connect with Sherrie at https://www.linkedin.com/in/sherrierose. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital