Design Your Legacy - Life Lessons

Steven Wagner is a wealth manager and advisor who specializes in helping business owners and affluent families align their financial strategies with long-term legacy and exit planning goals. As a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®), he guides entrepreneurs through liquidity events, wealth preservation, and multigenerational planning to help ensure their success extends beyond the balance sheet.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

If you took 2 months off, what would show up as fragile in your life? What if the lack of preparation destroys your legacy?If you care about building a Legacy that lasts beyond your lifetime, this episode with Rafael Pinho (originally from Brazil) reveals what affluent individuals and families overlook when planning their Legacy... if one takes the time to plan a Legacy at all. Tune in to learn how to transfer your wisdom and values as a part of your wealth (aka human and relational capital) to ensure success from blind spots so there can be a multi-generational vision rather than short-lived fortune and tragedy.-Rafael Pinho is a wealth advisor with TD Pine Advisors in the Dallas area of Texas, USA, where he works with high-net-worth individuals and families to align sophisticated financial strategies with long-term wealth preservation and generational planning. His work focuses on helping clients navigate complex financial decisions while designing structures that support enduring family legacy, stewardship, and multigenerational impact.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many family businesses remain dependent on the founder, leaving a ripple effect that challenges power, loyalty as well as motives. And yet "personal identity shifts" are the last to be talked about at meetings, about even if it leads to building a lasting enterprise and stronger family that outlives the founder(s) to serve the 'rising generation'. So do you develop your values so there's an integrated as well as broader purpose for succession, exit planning as well as your legacy?In this episode, hostess Angelina Carleton speaks with Brandon Moon, COO and strategic partner at TD Pine Advisors, who also served as a 3rd generation member in a family business before branching out on his own. He reveals how any entrepreneur can transform their mindset, identity and pride into assets for their lasting legacy. If you would like your legacy to become more than financial capital—tune in to hear how it can become "an opportunity for meaning, growth, and freedom". This conversation provides a roadmap based on personal experience.-Brandon Moon is the COO and strategic partner at TD Pine Advisors, where he helps founder-led businesses scale with clarity, structure, and long-term enterprise value in mind. Known for turning operational chaos into intentional growth, he guides entrepreneurs through the leadership and systems shifts required to stabilize, transition, or prepare for a successful and meaningful exit.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

In 2026, blended and step-families are facing unprecedented complexity as multiple households, shifting roles, and unclear expectations strain relationships and derail even the best legacy intentions. So how do you start as well as successfully unpack this complexity in blended families that are often layered with loyalty conflicts, power imbalances, and unspoken emotional histories that most professionals don't know how to resolve? In this episode, hostess Angelina Carleton speaks with Emily Bouchard about practical remedies to help affluent blended families, couples, and next-generation members create clarity, strengthen trust, and prepare all branches of the family for better relationships. Tune in if your vision is for a unified multi-generational legacy rather than a divided one as this episode provides knowledgeable and timely insights.-Emily Bouchard is a leading authority on the emotional dynamics of wealth, helping multigenerational families strengthen communication, leadership, and continuity of both assets and values. A TEDx speaker and sought-after global voice, she has shared her insights with international audiences in Davos, Switzerland and trained clients around the world to integrate family systems into estate and business transition planning. With a background in social work and family therapy and as a co-author of multiple books on blended families and purposeful prenups, Emily equips individuals to turn financial complexity into relational legacy.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

In today’s private aviation landscape, many high-net-worth and UHNW families enter ownership seeking freedom and convenience—only to encounter hidden complexity, staffing challenges, financial inefficiencies, and governance gaps. Without the built-in infrastructure that corporations rely on, family office aviation can expose individuals as well as families to operational risk, cultural misalignment, and unnecessary capital drain. In this episode, hostess Angelina Carleton speaks with David Clark of Integris Aviation Consultancy about clarifying the differences between corporate aviation, fractional ownership, and family aviation—so families can honor the Founder's legacy vision. David outlines a path forward: intentional staffing aligned with family culture, disciplined oversight, strategic budgeting, and expert support to mitigate risk. When structured correctly, a family aviation program becomes more than transportation—it becomes strategic infrastructure that protects time, enhances flexibility, and strengthens legacy continuity. Tune in as this conversation reframes private aviation not just as a luxury, but as a governance decision that can either undermine or elevate multigenerational legacy success.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Successful individuals and families don’t always fail financially—they can also fracture relationally, in "expectations", and due to outside influences, and no amount of wealth can fix what design was meant to prevent. Many high-achievers build assets "without realizing there can also be emotional costs" re: the climb re: their success, leaving their relationships and next generation rich in capital but poor in connection, trust, and kept promises. Without "front loading discomfort", about one's values when under pressure, the drive to succeed in business can become all consuming instead of a single element to a more meaningful 'legacy vision', creating unplanned for distance and possibly, contempt.Many individuals also mistake estate planning for legacy planning, solving for their financial capital while forgetting to invest in their other forms of capital: human, spiritual, emotional, intellectual, etc, for balance, depth and meaning. In this episode, hostess Angelina Carleton speaks with Wesley Rowlands about creating 'results before returns' to be one step ahead of the many risks of what can come with success as well as wealth, when business opportunities outpaces personal development and stewardship of other 'life areas'. Tune in as Wes reveals why real legacy isn’t just numbers—it’s felt in the heart space through continuous efforts and tested while others watch your example. Learn more about Wesley at https://www.atikanwealth.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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Most families focus on protecting assets, but the real breakdown happens in the relationship systems when individuals haven’t done their inner work or built healthy communication patterns. Without safe spaces in family council meetings or a family's culture for honesty, financial infidelity can replace trust—creating silence, secrecy, and fractured relationship dynamics. For many, this begins in childhood, when prior generations never learned how to process emotions, conflict, or uncertainty. When role models and caretakers fail to evolve beyond their authority role, values aren’t truly transferred—only control, confusion, and expectations.In this podcast episode, hostess Angelina Carleton speaks with Jonathan Steele, CFA to reveals why money doesn’t move through generations neutrally—it needs relationship systems to not break down, for individuals to work on themselves in personal development and for there to be a design for your legacy. Tune in as this conversation shows why planning your holistic legacy must include both financial strategy and emotional architecture to create true connection as well as continuity.Learn more about Jonathan at https://onewealth.net.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Do you pick your legacy vision and plan or does it pick you?In this episode, hostess Angelina Carleton speaks with Lyubim Kogan—a New York University graduate who worked as an RIA (registered investment advisor) on Wall Street, a Winter Olympian and now, a humanitarian—about what remains when worldly success metrics, systems, and certainty disappear. After rebuilding a company in war-torn Ukraine only to lose everything to targeted infrastructure attacks, Lyubim chose not to return to 'business as usual', but to answer a deeper calling to serve. Out of those ashes, "Wings4Heroes" was born, restoring dignity and purpose to amputee and combat veterans through flight, camaraderie, and healing experiences. This conversation is a masterclass in designing a life of meaning, service, and moral courage.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

You’ve built momentum—but without financial clarity, every decision still feels heavier than it should.In this episode, hostess Angelina Carleton speaks with Austin McMillan reveals why most entrepreneurs unknowingly operate blind, and how that hidden chaos quietly limits growth, freedom, and peace of mind. He shares how shifting from revenue-obsession to profit-first thinking creates confidence, sustainability, and optionality for founders ready to scale with intention. You’ll learn the few financial rhythms and metrics that act as your business dashboard—so you can finally lead with clarity instead of anxiety. Austin explains how strategic CFO guidance transforms numbers into decision-making power, giving you control of your future rather than reacting to it. If you’re ready to design a legacy that’s built on stability, purpose, and true financial command, this conversation is your roadmap.-Austin McMillan is the founder of Flywheel Financial and a trusted financial strategist for service-based entrepreneurs seeking clarity, control, and sustainable growth. Through his work as a fractional CFO, he helps founders turn financial data into confident, legacy-driven decisions.With 33 million small businesses in the US, Flywheel Financial is an accounting firm that partners with service businesses to replace chaos with clear systems, metrics, and cash-flow visibility. Their mission is to help founders scale profitably, make smarter decisions, and build businesses that support their families as well as legacies with a healthy margin. Learn more at: https://www.flywheel.financial.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

What if the real risk to your legacy isn’t market volatility or taxes—but the way your business thinks about risk in the first place? Most founders and business owners, with over $2M in profit, sense that something in their risk strategy is incomplete—but they can’t quite name it.In this episode, hostess Angelina Carleton sits down with Van Carlson, Founder of Strategic Risk Advisors, to clarify what 831(b) captives truly are, separating legitimate risk architecture from the rumors that create hesitation. Together, they reveal why institutions treat risk as infrastructure—not an afterthought—and how disciplined insurance design protects both operating businesses and family continuity. Van explains the simple tests that distinguish defensible captives from structures that fail under scrutiny, bringing much-needed clarity to a misunderstood tool. The real remedy isn’t tax reduction—it’s alignment between risk, governance, and long-term decision-making. For families designing a legacy, this conversation reframes 831(b)s as part of holistic legacy planning: preserving resilience today so wealth, values, and leadership can endure tomorrow.-Van Carlson is the Founder of Strategic Risk Advisors (SRA) and a recognized authority in captive insurance and enterprise risk management, with decades of experience designing and administering insurance solutions for closely held and sophisticated businesses. Through SRA, he has helped companies approach IRC 831(b) captives not as tax products, but as disciplined risk-financing tools grounded in actuarial science, governance, and real insurance principles. Van is known for emphasizing substance over structure—ensuring captives are built to withstand regulatory scrutiny while serving a legitimate business purpose. His work positions 831(b)s within a broader framework of institutional risk thinking that supports long-term business resilience, continuity, and legacy preservation.-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-*This podcast episode is for educational and informational purposes only and does not constitute legal, tax, accounting, insurance, or investment advice. The discussion of captive insurance and IRC (Internal Revenue Code) 831(b) reflects general concepts and strategic considerations and may not apply to any specific situation. Listeners should consult their own independent legal, tax, and insurance advisors before implementing any strategy discussed. No representation is made regarding the suitability or tax treatment of any arrangement, and outcomes depend on individual facts and circumstances.Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Building significant wealth in one country often creates an invisible risk: total exposure to a single political, legal, and regulatory system. As policies, taxes, and enforcement priorities shift, even successful individuals and families can find their wealth vulnerable to changes beyond their control. Many hesitate to diversify internationally due to regulatory complexity, misinformation, or fear of 'the unknown' in an increasingly transparent global system. Others delay action until uncertainty feels urgent, at which point options narrow and decisions become reactive rather than strategic.In this episode, hostess Angelina Carleton speaks with Anne Liebgott about finding trusted guidance, as many domestic advisors are not equipped—or incentivized—to support international diversification. Emotional attachment to one’s home country and identity can also prevent rational long-term planning. Yet today's 'rising' generations seek mobility and optionality. Tune in as this episode reframes international diversification not as an escape, but as a thoughtful legacy strategy—one rooted in stability, compliance, and long-term stewardship across generations.Explore the platform to learn more at www.americanswelcome.swiss.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

When life strips everything away—health, security, and certainty—most people retreat, but Scott Curry chose to rebuild with intention. In this episode, hostess Angelina Carleton speaks with Scott as he shares how faith, clarity, and disciplined action helped him create financial freedom before he ever had money. You’ll hear how he transformed profound loss, illness, and betrayal into a business model that restored stability, purpose, and personal sovereignty. Scott reveals the mindset shifts and principles that allowed Faith Roar to grow rapidly while anchoring his life in meaning rather than survival. This conversation offers a realistic yet powerful roadmap for anyone navigating adversity while designing a life of resilience, freedom, and integrity. If you’re ready to stop reacting to circumstances and start intentionally designing your legacy, this episode is for you.-Scott Curry is a world renowned Christian businessman, speaker, author, and educator. His videos have been viewed over 6 million times by more than 2 million people around the world. Scott owns five successful businesses and is the founder and CEO of Faith Roar, a company that teaches people how to achieve financial freedom through business and investing.Learn more at: https://scottcurry.me.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

At just 20 years old, Drew Carmichael has built seven-figure e-commerce brands—but success raises a deeper question: what is he really building long term for his legacy?In this episode of Design Your Legacy, Drew shares how working alongside people twice his age shaped his thinking beyond growth into durability, values, and responsibility. We explore how being self-made early can accelerate not just income, but identity, meaning, and perspective. Drew reflects on the unseen pressures young high-performers carry and why thinking long-term now prevents regret later. This conversation reveals why legacy isn’t something you leave at the end—it’s something you design from the beginning. If you’re building fast but want to build wisely, this episode offers a blueprint for turning success into something that lasts.Learn more about Drew at https://thecultivator.co.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Many successful leaders build financial capital—but unintentionally give away ownership of the very stories and creativity that define them. How can authorship and intellectual property become foundational legacy assets, not vanity projects? How can a well-designed and planned out book, with strategic brand design, become a platform for authority, governance, and intergenerational knowledge transfer?In this episode, hostess Angelina Carleton speaks with bestselling author and founder of Same Page Publishing, Aurora Winter, about her journey from television executive to publisher in her understanding of IP control, continuity, and long-term influence.  Tune in to hear how claiming your legacy story restores alignment as well as possibilities for your future. If you would like your best ideas, knowledge and wisdom to outlive you, this conversation offers a clear path forward. -Aurora Winter combines the best of Silicon Valley with the best of Hollywood. Using her expertise in film and neuroscience, she helps people tell memorable stories that build brands, books, and businesses.Experts turn their words into wealth. Aurora will share how your audience can increase their income, impact, and influence with the right words. Great leaders are great storytellers. A leader who is a powerful speaker has a huge advantage in marketing, sales, and advertising. Through her books, YouTube channel, and one-on-one coaching, Aurora trains people to create their own unique Million-Dollar Message.A media strategist, Aurora is frequently featured in the media. She is the author of 10 books including Turn Words Into Wealth. A sought-after speaker and expert, Aurora is frequently featured in the media, including ABC TV, CBS TV, KTLA TV, Success magazine, Elle magazine, and Oprah Radio. She is the author of 6 books including Thought Leader Launch and Marketing Fastrack. Additionally, Turn Words Into Wealth, has won multiple awards, including the 2021 Best Business Book Award from LA Book Festival, Spring 2021 Best Business Book Award from Pinnacle, and a Literary Titan Book Award. Gift for The Audience - Includes your Turn Words-to-Wealth starter library and a video masterclass on how to attract capital, clients, and media coverage.: https://turnwordsintowealth.comWebsite: https://www.aurorawinter.comSame Page Publishing: https://www.samepagepublishing.comMarketing Fastrack: The Little Book That Launched a New Business by Aurora Winter- on Amazon: https://a.co/d/8xrIglKTurn Words Into Wealth: Blueprint for Your Business, Brand and Book by Aurora Winter - on Amazon: https://a.co/d/7RRkVYbMagic, Mystery, and the Multiverse Book 1 Amazon: https://a.co/d/5cmA6UmLinkedIn: https://linkedin.com/in/AuroraWinterYouTube: https://www.youtube.com/AuroraWinterLinktree: https://linktr.ee/AuroraWinter-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Success in law and business doesn’t automatically create a lasting legacy—and many high achievers struggle with what comes next.  In this episode of Design Your Legacy, host Angelina Carleton sits down with Rob Levine, Esq., to explore how purpose, service, and leadership transform success into enduring impact. Rob shares how building a powerful brand rooted in advocacy requires more than wins—it demands values, resilience, and responsibility.Together, they unpack the tension between strength and empathy in leadership and why giving back is not optional for those who want their influence to last. Listeners will gain clarity on how intentional choices today shape reputation, culture, and meaning for tomorrow. This conversation is a reminder that legacy isn’t accidental—it’s designed.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Most individuals feel a sense of the world's weariness on their shoulders known as "weltschmerz"—quietly aware that time is slipping away faster than they’d like to admit. Why do we drift into disconnection, burn out, and unconscious living, and how can simple, intentional shifts realign you back towards awe as well as your highest and best legacy? It's time to stop living the same day on repeat—and start designing a legacy that compounds meaning—yet where do you begin?In this episode, hostess Angelina Carleton speaks with Alex Dripchak as he explains how the power of awe-inspiring moments can allow you to break through numbness and reconnect you to excellence, creativity, and your highest potential. Tune in as we explore how to build a “hurricane-proof why” that can withstand setbacks, reinvention, and the unexpected storms. Alex walks listeners through practical tools for auditing your time, aligning it with your values, and reclaiming the precious years you actually have to plan that legacy!Learn more about Alex at https://www.100salesskills.com.-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-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Outwardly successful, inwardly stressed? Why is knowledge alone not a remedy to fix financial stress when couples lack alignment, communication or emotional clarity around money ... which designs your legacy? How are even high-achievers trapped by generational cycles of confusion, conflict as well as overwhelm? What are the real problems keeping couples and families stuck and how do you move to create that path forward built on unity, peace and shared values?In this episode, I speak with Dr. Nicholas Michels to expose the hidden financial wounds many successful individuals carry from childhood—fear, instability, and patterns of scarcity that quietly shape adulthood, your relationships as well as your legacy. He reveals how growing up in a fractured home creates unresolved money trauma that later resurfaces in marriage no matter the professional success. Tune in to hear how through his personal story—he uncovers what he really needed to do to design his pioneering legacy plan.-At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Misaligned spaces can create stagnation, overwhelm, and even self-doubt, especially during life transitions like succession, divorce, or the receiving of an inheritance. Most people have no idea that their homes are silently shaping their confidence, clarity, and ability to create their ideal legacy—and Kim Costa has spent three decades decoding that connection. How can aligning your environment with your core values become a foundational step in designing your legacy with intention, purpose, and long-term clarity?In this episode, hostess Angelina Carleton speaks with Kim to reveal why so many high-achieving individuals feel “off” in spaces that look beautiful but don’t support who they are becoming. She shares how her Wheel House Assessment blends psychology, human needs, and environmental design to help homeowners break free from environments that are holding them back. Listeners will walk away with practical tips to transform their homes into launchpads for legacy building—so their physical space finally reflects the vision they want to live and leave.Learn more about Kim at https://lifestylefoundations.com.-At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

What are the unique pressures facing today’s affluent families, where complexity—not lack of resources—is the true adversary?  Rising wealth fragmentation, global mobility, and multi-jurisdictional assets have made succession planning more overwhelming than ever. Affluent individuals often find themselves isolated, unsure whom they can trust, and hesitant to discuss money, purpose, or legacy—even within their own families.In this episode, hostess Angelina Carleton speaks with guests Ben Ulrich, Dan Kertesz and Maxim Jardai to bring clarity to these challenges by bridging wealth, psychology, and human connection in a way that helps families design legacies—not just portfolios—that endure. Their insights reveal that legacy is no longer about assets alone; it’s about continual communication and cultivating emotional intelligence across generations.-At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

In a world where wealth is growing faster than wisdom, affluent individuals as well as families face an invisible crisis: How do you turn prosperity into purpose — and build a legacy that transcends geography, politics as well as generations?In this podcast episode, hostess Angelina Carleton speaks with Naava Mashiah, a global connector and CEO of ME LINKS, known for mobilizing capital across Israel, the Middle East, Africa, and Asia. With a background in diplomacy and a lifelong commitment to cross-cultural dialogue, Naava helps family offices and 'rising generation' family members move from preserving wealth to activating it. Tune in as this conversation gives listeners a clear roadmap to transform their wealth into meaningful continuity!-At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.