Design Your Legacy

with Angelina Carleton
Design Your Legacy

Podcast by with Angelina Carleton

  1. Digital Estate and Legacy Management with Richard Zack

    HACE 6 DÍAS

    Digital Estate and Legacy Management with Richard Zack

    Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! - Managing and organizing your online passwords can feel taxing, especially when you have a total of 168 accounts with cryptocurrency, digital photographs and online retailers. It’s easy to think all your “identity protection” stays intact online after you pass but the truth is you have no rights or expectation of privacy without a Trustee or Fiduciary to handle your accounts. If you have ever struggled with the realization of how much of your life is lived online or wondered if the ‘search engines’ will decide your legacy fate, you’re not alone. What if we all have a legacy to protect in the thoughts behind the actions and the knowledge worth passing on to the NextGen? In this episode, hostess Angelina Carleton speaks with Richard Zack, founder of Eternal.Me, to reveal that most estate planners do not want to hold your crypto keys and what you can do about it. Learn how to organize your passwords as a start as well as your domain names … as most crypto currency companies will only provide a secure key transfer if your portfolio exceeds $10M. Tune in and receive actionable steps to design your digital legacy plan and hear a few stories so you can pass on your generation of photos and all the other account data that’s online. - Eternal Me is an enterprise Digital Estate and Legacy Management platform that commenced in October 2023, based out of the NYC (USA) Metro Area. Richard Zack is the Founder. “The emergence of digital assets has significantly complicated the estate planning process in several ways… The sheer volume and variety of digital assets can make it difficult to identify and manage all relevant holdings. An incomplete inventory can also pose challenges during estate administration, complicating the identification and access of digital assets and potentially delaying the settlement process.” This is Just the Beginning for Digital Assets. Are You Prepared? Visit eternal.me to learn more! - About Legacy Planning(c): There is an empty space between financial planning and estate law where a Co-Active trained 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!

    39 min
  2. How Life Settlements Can Fund Your Legacy with Rob Haynie

    8 NOV

    How Life Settlements Can Fund Your Legacy with Rob Haynie

    Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! - What if you own your life insurance policy the same way you own your own home? What if your life insurance policy could fund your holistic legacy vision? Less than 10% of insurance brokers know about this niche and many life insurance companies prohibit discussions about this topic. Yet, 90-95% of life insurance policies will either lapse or get surrendered at the tune of $112B. To make matters more interesting, most accountants classify a life insurance policy as an expense because you have to write a check once a month. Never mind that life insurance companies are now financial services companies when you watch any golf tournament these days. In this episode, hostess Angelina Carleton speaks with Rob Haynie who has been named as one of the top 10 most influential people in the life settlement industry worldwide. From his 31 years in the business, Rob reveals how your life insurance policies is its own asset class with more stability that you realize. Learn how to pay the minimum, if need be, compared to the premium and how a life settlement can allow you to age in place, buy that expensive car, pay for education of loved ones, take those overseas vacations or fly your extended family in for a reunion. Tune in and get actionable steps to reflect on what it is you do own and what those assets should be doing for your wishes and legacy vision. - Did you know you could sell an unwanted, unneeded or unaffordable life insurance policy for cash? LIFE SETTLEMENTS help people liquidate their existing life insurance policies instead of surrendering or lapsing them for less money. It's essentially a free, non-binding appraisal that helps discover the true value of each life insurance policy. Learn more about Rob Hayne at his Forbes page: https://councils.forbes.com/profile/Rob-Haynie-Managing-Director-Life-Insurance-Settlements-Inc/0b363e3e-46db-4405-89dd-6ad2e614862f - About Legacy Planning(c): There is an empty space between financial planning and estate law where a Co-Active trained 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!

    37 min
  3. How To Self Publish For Your Legacy with Michele DeFilippo

    3 NOV

    How To Self Publish For Your Legacy with Michele DeFilippo

    Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! - Self-publishing has become far more confusing than it needs to be. The truth is you don’t have to work with a third party publisher, to publish your book. Not only will you have to pay them for the production, editing and design of your book, you will lose control in other ways … including the sales of your book on the back end. But what do you do if you still don’t know how to format a book yourself and paying a graphic designer $50 doesn’t cut it for quality in the marketplace? In this episode, Angelina Carleton speaks with Michele DeFilippo, founder of 1106 Design, about her 50 years of experience starting at Crown Publishing in Manhattan, New York (USA). Michele offers tips such as how by simply opening two accounts online, you can ‘print on demand’ as well as have global distribution at your fingertips. While she teaches you that an editor is essential, as even the Pope and Steven King have editors, there is also a need for your memoir to comfort as well as inspire readers as a starting point. If you aren’t sure about typesetting, as in your internal page design and how to format your book, or how to calculate future royalties, this podcast conversation will be a great introduction to publish like the pros! A PDF of her 88-page guide, Publish Like the Pros: A Brief Guide to Quality Self-Publishing, can be downloaded for free at http://1106design.com. - Self-publishing means the AUTHOR is the publisher, but you'd never know that from browsing the internet. Most authors believe a publisher is necessary, that they must sign away their rights, creative control, and revenues to offer their books to the public. This is not the case! 1106 Design's mission is to help authors publish books without sharing a penny of their net revenue* from sales with a publisher. We provide self-publishing peace with quality services, reliable publishing advice, and the convenience of project management at every stage. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a Co-Active trained 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!

    28 min
  4. Real Estate Developer Talks Legacy Plans with Lance Cayko

    29 OCT

    Real Estate Developer Talks Legacy Plans with Lance Cayko

    Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! - As an entrepreneur, you’ve been given a hand of cards, but how do you play them in your favor – especially after you have been laid off? Without a set of core values to lean into, you could give up on yourself compared to asking the question of what it is you can do each day to influence your situation … in the positive? What is it about you that will live on? How do you treat others when they are down? How have you helped others find their light within? In this episode, hostess Angelina Carleton speaks with real estate developer Lance Cayko to share how he went from irrigating sugar beets as a child on a farm to running a 7-figure building business to build the home of an Elon Musk mentee. This conversation covers how Lance began his journey with roofs to expanding his capacity for money to learning how to deal with bankers where approved drawings are treated as cash. If you have ever dreamed of adding a real estate development to your legacy portfolio, or you need a little inspiration, you’ll hear how Lance woke up both scared and excited for years to see his legacy vision come to life. Tune in if you’re ready to plan your holistic legacy from the ground up! - Lance Cayko is an architect, builder, and lecturer. He is the co-founder and partner of F9 Productions Inc., a design + build firm based in Longmont Colorado. The company has grown to become one of the premier design + build firms in the region. Lance teaches at the University of Colorado Boulder and his Alma Mater North Dakota State University. He is also a philanthropist as the founder and President of Longmont Community Gardens, a non-profit that promotes urban sustainable gardening, education, and community involvement. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a Co-Active trained 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!

    52 min
  5. The Value of a Mastermind For Your Legacy with Jeremy Shapiro

    25 OCT

    The Value of a Mastermind For Your Legacy with Jeremy Shapiro

    Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! - If you think your natural superpowers will propel your legacy planning forward, think again. Too often, entrepreneurs do not know their core strengths nor the hidden opportunities that are around them. They focus on what they do know – in what has got them to success to this point – but forget to make room for what it is they don’t know … in uncovering blind spots, unblock mindset challenges or finding a community that ‘gets you’. Without this space and time set aside to give and receive true feedback in the exchange of ideas, your lifelong learning stops. What if, instead of letting your head trash, or the imposter syndrome, influence your legacy, you defined it with a most trusted team? In this week’s episode, hostess Angelina Carleton speaks with philanthropist Jeremy Shapiro about the value of a Mastermind group for your legacy. If Jeremy had to break down who he would want to carefully curate to be in the room, he would start with 5 avatars and work from there for the cross pollination of ideas. For business owners though, a legacy needs to be more than the business … it also needs to be about the people you inspire and the lives you touch. Jeremy reveals the 4 guiding principles of his legacy as well as what will fill the pages of his hardcover coffee table book, including ‘saying yes’ to adventures all around the world. Listen in and start designing the master mind group for your legacy with inspiration and focus. Learn more about Jeremy at https://bayareamastermind.com/about. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a Co-Active trained 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!

    45 min
  6. A Legacy That Is Beyond Us with Enzo Dal Verme

    18 OCT

    A Legacy That Is Beyond Us with Enzo Dal Verme

    Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! - How do you share what’s under your ‘social mask’ without feeling shy? A lot of individuals have layers of depth that get hidden under expected confidence to survive in the world, but how do you tap into the essence of your genuine personality in the ‘something’ that is more still ... under the layers in the silence vs. the mental noise? How do you find the expression of your identity to design a legacy beyond the mental noise, in the depth of what’s truly there in your personality? Without curiosity, it’s easy to lose perspective about life, daily moments as well as the cultural nuances. In this podcast episode, hostess Angelina Carleton speaks with Enzo Del Verme, an international photographer who has worked with Vogue, Elle, GQ, Glamour and Vanity Fair to share his private thoughts about how designing his holistic legacy includes leading others to new discoveries.  As Enzo begins the next chapter of his life, in teaching photography through retreats in Tuscany, Italy, he also speaks into how legacy is about soft skills beyond the camera. If you’ve ever wondered how to find inspiration when stress sabotages your legacy plans, this episode gives you a few remedies in how to start and where to find it.  Listen in and learn how to tap into the essence within you so distractions are transformed into deeper connections! Portrait Photography Retreats website: https://www.photography-retreats.com/ Portrait Photography Guide Free Download: https://www.photography-retreats.com/... Portrait Photography Retreats Instagram: https://www.instagram.com/photography... Enzo Dal Verme Instagram: https://www.instagram.com/enzodalverme/ - About Legacy Planning(c): There is an empty space between financial planning and estate law where a Co-Active trained 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!

    47 min
  7. How To Attend Private Schools For Less with Brad Baldridge

    14 OCT

    How To Attend Private Schools For Less with Brad Baldridge

    Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! - Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress. As a financial expert, blogger and host of the Taming the High Cost of College podcast, Brad has been sharing his college planning insights with clients, subscribers and listeners for nearly 20 years. He teaches parents the best ways to save and pay for college, including how to find the right school, maximize financial aid and scholarships, avoid student loan debt, and make your children’s college dreams come true without wiping out your finances or retirement. Since 1998, Brad has become one of the nation’s leading college planning and college financial experts. He offers life-changing advice through his private practice, his online platforms, and at numerous workshops, seminars and events each year. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a Co-Active trained 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!

    50 min
  8. The Biggest Love Letter To Your Family with David Edey

    11 OCT

    The Biggest Love Letter To Your Family with David Edey

    Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! - Legacy can often be a ‘throw away’ word in seeing how families are burying their heads in the sand, having no communication around future emotional wishes or missed communications as if the paperwork is supposed to do all the talking. Not only is there a lack of preparation in the largest wealth transfer that coming in the next decade, but parents aren’t passing on confidence alongside money and assets. And adult children can lose their mind when it comes to entitlement, no matter how much their behavior baffles others. Yet, do you really know what’s needed to take on the job of an executor when it’s more than a noble favor? In this “Design Your Legacy” podcast, hostess Angelina Carleton speaks with David Edey from Quebec, Montreal (Canada) about his experiences in court when a will is not enough when a family breaks apart due to entitlement amongst siblings. Who pays the bills when the court steps in and no executor is named for investment properties or businesses? What truly happens when all of it comes to a grinding halt in the domino effect. The remedy is in family meetings, a cohesive culture where shared values are lived into and ‘how’ you leave others in the planning ahead of time. Tune in and hear the tips and insights that could save you heartache in breaking the cycle of silence around wounds and entitlement through even writing legacy love letters. - About Legacy Planning(c): There is an empty space between financial planning and estate law where a Co-Active trained 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!

    30 min
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Podcast by with Angelina Carleton

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