Design Your Legacy - Life Lessons

Angelina Carleton

Hosted by legacy advisor Angelina Carleton, each episode invites you to explore the mindset, values, and actions that shape how you’ll be remembered—long after the deal is closed or the estate is settled. Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

  1. Preserving The Legacy You Never Want To Lose with Jeremy Shere, PhD

    2d ago

    Preserving The Legacy You Never Want To Lose with Jeremy Shere, PhD

    Every family has a story, but too many wait until it's too late to preserve this "one of a kind" wisdom as intellectual and emotional capital that shaped their legacy. Great narratives—not possessions—are often the best inheritance we can transfer and explain, revealing the character, resilience, and purpose of the individuals in the story that no legal or financial document can capture the same way. In this episode, hostess Angelina Carleton speaks with Jeremy Shere as he draw from his background in English literature and his work with affluent families through Legacy House Studios. He explains how intentional storytelling helps current as well as future generations understand where they came from in context to their roots to give meaning to their life. Tune in to hear how preserving family narratives strengthens identity, transfers values, and designs a deeper legacy that extends beyond financial capital. If you want your life lessons to inspire others and generations yet to come, this conversation will show you why the most valuable legacy capital begins with your stories! - Learn more about Jeremy at https://legacyhousestudios.com. - At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow. Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today. - Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

    1h 19m
  2. Breaking Intergenerational Trauma For Your Legacy with Raquel G.

    6d ago

    Breaking Intergenerational Trauma For Your Legacy with Raquel G.

    Unrecognized emotional abuse from childhood can last for years into adulthood, especially when that behavior felt harmful but wasn’t understood, the experience wasn't validated or there wasn't language to process it. Not having the words, frameworks (education) or community to 'name' or 'interpret' neglect or narcissistic dynamics can lead to confusion and self-doubt for decades. Most humans aren't sure where to start in the internalized conflicts, as they struggle to reconcile deep love for a parent with the need to set boundaries and protect their own mental health. So what happens when there's the risk of repeating generational patterns in parenting and passing on emotional wounds?  In this episode, hostess Angelina Carleton speaks with Raquel G., author of 'This Is Not My Mother', about healing from the lasting effects of growing up with an emotionally distant and narcissistic parent. They explore why toxic family dynamics are often created before we are born and how societal expectations can obscure emotional harm. Tune in to hear the value of self-care with one's heart when building a meaningful legacy - ultimately, this episode is a powerful reminder that one of the greatest legacies we can leave is authenticity, peace, and the courage to break generational curses. Visit www.authorraquelg.com to buy your copy where you’ll get 10% off - also on Amazon. - At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow. Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today. - Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

    1h 16m
  3. Permission To Feel Fulfilled In Your Legacy Plan - With Gary Preisser

    Jun 19

    Permission To Feel Fulfilled In Your Legacy Plan - With Gary Preisser

    What if you could breathe and then, dream ... when it comes to your Legacy Plan? Many individuals, even millionaires, are so used to living in fear, or survival mode, and have been in that mindset their entire lives. Yet, your assets are tools compared to trophies when there's a new metric around 'aligning your purpose to your legacy'.   In this episode, hostess Angelina Carleton welcomes Gary Preisser of Stonebriar Wealth Advisors to discuss how purpose defines your beliefs, meaning and the timing of all that is important. This conversation offers valuable financial, life and legacy advice for anyone seeking inspiration. It's a great 'watch' as well as 'listen' for those interested in personal development as well as legacy strategies, aiming to hear new questions on topics rarely spoken or written about in 2026. - Gary Preisser is the founder and CEO of Stonebriar Wealth Advisors, a nationally recognized wealth management firm dedicated to helping individuals, families, and business owners align their financial resources with their life purpose. Known for his innovative "Cash Flow Clock" approach, Gary helps clients create financial clarity, confidence, and long-term stewardship strategies that extend far beyond traditional investment management. Through decades of experience, he has become a trusted advisor to affluent families seeking to build, preserve, and transfer wealth while creating a meaningful and lasting 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-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

    1h 4m
  4. Legacy is More than Money Received with Gregory Kovsky

    Jun 11

    Legacy is More than Money Received with Gregory Kovsky

    Most founders feel their legacy could be more authentic and honest, but they don’t know where to start. The personal side of any business exit, such as impact on relationships, purpose or creating a customized legacy plan, is starting to become a concern in conversation with the Founding Generation as they prepare to sell their businesses ... knowing the impact of the sale can last for years, even generations, for family members as well as business associates. So where do you start in the planning and communications, so you don’t show weakness to your team?   In this episode, hostess Angelina Carleton speaks with Gregory Kovsky, President of IBA (International Business Associates), about the loneliness as well as vision founders have to navigate to preserve human and all other forms of capital. Together, we explore how money can color relationships, what will have the same pleasure in life (after the sale) and planning ahead is always better than ‘let’s work it out after the sale’, given the vested parties impacted by a Founder’s decisions. Tune in to discover how to transform your business exit into a legacy opportunity! - Gregory Kovsky is the President of IBA (International Business Associates), one of the Pacific Northwest's most established business brokerage and mergers & acquisitions firms, serving entrepreneurs and family-owned businesses for over 50 years. A licensed business intermediary with more than 300 completed transactions across multiple states, Gregory specializes in the sale of manufacturing, distribution, technology, service, education, and industrial companies. Learn more at https://ibainc.com. - At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow. Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today. - Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

    1h 8m
  5. What Would You Like To Feel For Your Legacy with Sebastian Schelper

    Jun 5

    What Would You Like To Feel For Your Legacy with Sebastian Schelper

    Leadership, emotional intelligence, and legacy. Many entrepreneurs excel at strategy, efficiency, and performance but struggle to create trust, loyalty, and genuine human connection. Many companies have excellent products and services but fail to differentiate themselves emotionally in the marketplace. Many founders build valuable businesses but lack a framework for preserving values, purpose, and love for their holistic legacy. In this episode, hostess Angelina Carleton speaks with Sebastian Schelper to discuss how to design your legacy, business and future as a creative fusion of art and science. Tune in to bridge the gap between performance and purpose, precision and humanity, as well as success and legacy! What is the emotional value of your Legacy? - Sebastian Schelper is a globally minded business leader and former BMW executive known for combining German precision, innovation, and emotional intelligence in leadership, the customer experience and product design. His work focuses on transforming the human side of business by helping founders and executives align performance, purpose, and meaningful impact. Learn more about Sebastian at https://bqcapital.us as well as https://www.linkedin.com/pulse/how-win-competitive-marketplace-without-fighting-your-schelper-3lo9c/?trackingId=8F1c6UfVSGayzNzyRBW9Pg%3D%3D. - At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow. Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today. - Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

    1h 4m
  6. Energy-Independent Communities in Italy: Foppe Seekles & Nancy Stewart

    May 29

    Energy-Independent Communities in Italy: Foppe Seekles & Nancy Stewart

    How do transform 250 rural properties in Italy into energy-independent communities built for the future? As rising energy costs, urban burnout, and neglected villages challenge modern Europe, how do you transform a problem into part of your Legacy Vision so that there's renewable energy, ecological construction, and sustainable hospitality for your and other's futures? In this episode, hostess Angelina Carleton speaks with Foppe Seekles and Nancy Stewart about how innovation and stewardship can work together to create both economic opportunity and environmental impact. Through La Chiave Verde, Foppe and Nancy are not simply restoring properties, villages and choices for discreet buyers — they are helping restore purpose, resilience, and human connection in forgotten regions of Italy. Tune in to explore what it means to 'design a legacy' that serves future generations thru JV partnerships and other creative remedies! If you care about sustainability, regenerative living, or the future of community design, this episode offers an inspiring blueprint for meaningful impact, influence and holistic legacy planning!  ...  Foppe Seekles and Nancy Stewart are the founders of La Chiave Verde S.R.L., an innovative Italian startup focused on transforming abandoned rural properties into energy-independent, healthy living communities through sustainable technology and ecological design. Based in Calabria, their work blends renewable energy, hospitality, and regenerative development to help revitalize rural Europe while creating a lasting environmental and social 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-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

    59 min
  7. It's Not A Time Thing Re: Your Legacy with David Nassief

    May 22

    It's Not A Time Thing Re: Your Legacy with David Nassief

    What happens when a man is fired at 63 and realizes the money he spent a lifetime earning will not last? In this powerful episode of Design Your Legacy, hostess Angelina Carleton speaks with David Nassief as he shares how fear, uncertainty, and a collapsing financial future forced him to simplify everything he thought he knew about wealth and his skills in building it. Instead of chasing risky trends or complicated strategies, David built a simple “One-Page Wealth Compass” that transformed his financial life and helped him become a millionaire within six (6) years. His story reveals why discipline can beat income, how simplicity can outperform complexity, and why it is never too late to design your legacy. Whether you are 25 and trying to escape the “cubicle-for-life” trap or 55 and worried you started too late, this conversation offers a practical and honest roadmap toward your financial freedom and your legacy! - Learn more about David at https://onepagewealthcompass.com and https://www.amazon.com/One-Page-Wealth-Compass-Nearly-Millionaire/dp/B0GCNSGRLG. - At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow. Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today. - Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

    54 min
  8. Designing Legacies Thru Education Capital with Dr. Jennifer Berry

    May 16

    Designing Legacies Thru Education Capital with Dr. Jennifer Berry

    How do we teach durable skills, such as reflection, as well as create support that allows for 'multiple a-ha moments' for legacies to come to fruition? As today's communities, families, and organizations struggles to prepare the next generation(s) for an ever changing world, many overlook the deeper human qualities that create resilience, adaptability, and 'being comfortable with failure' when navigating rigorous challenges. So how do we invest in K-16 (kindergarten thru age 17) as a strategy for economic and societal impact as well as 'legacy development'?  In this episode, hostess Angelina Carleton speaks with Dr. Jennifer Berry to reveal how and why STEM education as well as a growth mindset begins long before a résumé is ever written. Jennifer shares how collaboration between education, industry, and community ecosystems can transform not only confidence, but contribution and legacies. This conversation challenges listeners to think beyond AI success and consider the kind of support, partnerships and values we are all modeling as well as passing forward. If you care about designing a legacy that strengthens future generations, this episode offers a powerful new perspective! - Dr. Jennifer Berry is the CEO of SmartLab and a transformational leader working at the intersection of education, workforce development, and community collaboration. She is passionate about helping organizations and communities build resilient future generations through innovation, strategic partnerships, and a long-term vision for human potential and legacy. Learn more about Jennifer at linkedin.com/in/dr-jennifer-berry-9a05113 and https://www.smartlablearning.com. - At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow. Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today. - Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

    1h 9m
5
out of 5
50 Ratings

About

Hosted by legacy advisor Angelina Carleton, each episode invites you to explore the mindset, values, and actions that shape how you’ll be remembered—long after the deal is closed or the estate is settled. Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

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