Design Your Legacy

with Angelina Carleton
Design Your Legacy

Podcast by with Angelina Carleton

  1. From Nice To Kind For His Legacy with Ben Johnson, Particle41 CEO

    1D AGO

    From Nice To Kind For His Legacy with Ben Johnson, Particle41 CEO

    Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? -- When it comes to designing your legacy plans, there's one thing you could be doing to start ... especially if you are a person of your word, but aren't. So what's holding you back? Does your heart favor the ineffective, such as anger, despair, fear or foolishness... when squeezed by the circumstances of life? In this podcast episode, hostess Angelina Carleton sits down with Founder & CEO Ben Johnson of Particle41 to talk about how "way finding" starts with what's going on in the heart and mind. And how kindness is more important than 'being nice' as it confronts how we think and what we believe vs. avoidance.Tune in to hear how most folks end conversations with niceness and not go deeper in kindness for the win/win of everyone's legacy. -- Benjamin Johnson is a serial technical co-founder with a track record of success and hands-on open-source programming experience. He has a range of being both a board-level advisor and founder but also an in-depth understanding of how things work. Through his 20+ years as a software developer and leader, he has gained experience with remotely distributed development teams and business hacks. Benjamin is the CEO & Founder of Particle41, a dev firm founded by industry veterans that aims to help companies accelerate their initiatives through Software Development, DevOps, and Data Science. With an obsessive focus on results and ways to improve, Benjamin is having fun building highly scalable and highly secure applications. -- Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital #intelliectualcapital #spiritualcapital

    58 min
  2. The Depth of Your Person in Designing Your Legacy with Daniel Rosenberg

    5D AGO

    The Depth of Your Person in Designing Your Legacy with Daniel Rosenberg

    Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape your legacy based on your values? -- If your focus is ‘escape’, it’s probably because you’ve never learned how to deal with stress. Most business owners, no matter their industry, have little time to celebrate. The better one does, the more business comes in and it’s hard to find one, two or even three individuals, to be a sounding board that’s unbiased and not emotionally triggered. So, how do you start to breath in a way – as one remedy to stress – so that your feelings can return to calm and even more, you can design your legacy? In this episode, I speak with attorney Daniel Rosenberg about his values, his future ‘Legacy’ hard cover coffee table book and the role of ‘emotional maturity’ when it comes to money. We unpack US history in how John Adams was a defense attorney re: the Boston Massacre to today’s landscape of how ‘grabbing a cell phone out of another’s hand’ can be deemed battery. You’ll learn what two elements need to be present to be read your Miranda Rights. Listen in for how this business owner of a law firm shares his strategies to find calm in the storms and more incorporation of his personal values. -- Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

    1h 2m
  3. How To Not Shy Away From Death For Your Legacy with Jake Sucoff

    APR 17

    How To Not Shy Away From Death For Your Legacy with Jake Sucoff

    Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your legacy? Imagine turning that around in just six months. Get the personal coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get started today by subscribing to our website, www.designurlegacy.com! -- Death can be a taboo topic for all of us. But if you aren’t having a good time, what’s the point? Get busy living or get busy dying. Therefore, what if your legacy is a celebration of your life and not a funeral – imagine others remembering all the good you have contributed to their lives. The work of designing your legacy has to start with yourself and then, expands out into your network. Yet, starting with yourself might feel like a great deal of work. In this episode, hostess Angelina Carleton and guest Jake Sucoff break down how your legacy planning can start with a reflection of your life through polaroids as a starting point. If you’ve struggled with the chase for money, this episode also explores how to see money as a tool in lifestyle design and freedom, compared to a trophy. As a founder himself, business is more than raising capital, scaling and becoming a unicorn. More than what his latest company does for society, tune in to hear how your legacy can be all about the love you bring to others, quality time spent having fun and the desire to be present. - Jake is an entrepreneur, marketer, and 4 time best man. He's the founder and CEO of Patient Procure, a marketing agency that specializes in helping medical practices book their ideal patients and keep them coming back. PatPro leverages exceptional content, storytelling, and technology to create reliable patient funnels so practitioners can focus on what they do best - caring for patients. Learn more about Jake at https://heyjakey.com/about.html or https://www.patientprocure.com! - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

    44 min
  4. How Reverse Mortgages Can Preserve Family, Dignity & Legacy

    APR 14

    How Reverse Mortgages Can Preserve Family, Dignity & Legacy

    Design your legacy with confidence at www.designurlegacy.com! Are you ready to shape a legacy based on your values? -- What if your home could help fund your legacy? In this powerful conversation, we sit down with Kevin Guttman, a seasoned reverse mortgage specialist from C2 Financial, to explore how homeowners can unlock the hidden power of their equity—not just to retire comfortably, but to support their children, grandchildren, and the causes they care about. Kevin shares how reverse mortgages, often misunderstood, can be a strategic tool in legacy planning, wealth transfer, and multi-generational financial wellness. Whether you're caring for aging parents, approaching retirement yourself, or advising clients on estate strategies, this episode is full of wisdom, clarity, and practical takeaways. What You’ll Learn: • How reverse mortgages really work (and common myths) • Ways to use home equity to support a lasting legacy • The emotional side of legacy planning through real estate • Conversations families should be having now to avoid regrets later - Kevin Guttman, Sr. is a mortgage broker, reverse mortgage specialist and 4x Amazon best selling author, who brings a wealth of knowledge, integrity as well as people-first approach to the world of senior home financing. As 1 of 218 "Certified Reverse Mortgage Professionals" in the USA, Kevin has 100+ five-star reviews and an A+ rating from the BBB (Better Business Bureau). He is a member of the National Association of Mortgage Brokers and the National Reverse Mortgage Lenders Association. He grew up in a 'real estate family', holds 3 Master's Degrees, and a consistent track record of client referrals and repeat business - making up 85% of his work. For fun, he has explored 47 states and 40 countries and is also an ordained Minister. -- Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

    52 min
  5. Love, Legacy & Dating: Elite Matchmaking with Tammi Pickle

    APR 8

    Love, Legacy & Dating: Elite Matchmaking with Tammi Pickle

    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 started today by subscribing to our website, www.designurlegacy.com! -- Dating can be fun, but it can also be filled with awkward moments. From a distance, it’s easy to think luck or fate will eventually just step in. But the truth? About half of Americans are statistically single – add a very successful career, investments, a reputation to protect – and many individuals don’t know how to successfully navigate to find a complimentary partner. Without the right knowledge and guidance, it’s the default to stay single or become disillusioned. So how do you, as a highly successful individual, not just fish in better ponds but show up to win – even if it feels vulnerable to ask for coaching or call on an expert? In this podcast episode, hostess Angelina Carleton speaks with NextGen ‘woman in family business’ member Tammi Pickle out of the Los Angeles, California area. Tammi is one of the owners of Elite Connections, founded in 1994, and we unpack what makes dating work well today – both in what needs to stay traditional as well as ‘the swipe’ habit with social media and dating sites. From your holistic legacy to her vision on legacy, tune in to hear an honest take on elite matchmaking, today’s landscape for selective dating, and why finding love still matters. Learn more at https://eliteconnections.com/elite-advantage or https://www.linkedin.com/in/tammi-pickle-36060648. -- Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

    45 min
  6. Former Mayor Pro Tem Talks Legacy Planning with Chad Cooper

    MAR 30

    Former Mayor Pro Tem Talks Legacy Planning with Chad Cooper

    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 started today by subscribing to our website, www.designurlegacy.com! - Participant or observer? In our path to material attainment, many people utilize ‘force’ to find and create success. But at what expense and is there an alternative? We hear about ascending thru surrender and the value of being ‘still’. Who is it you are going to be regardless of what it is you are going to do? Does your legendary legacy begin with the premise of a destination and what does it look like to arrive at your ‘legacy station’? In this week’s episode, hostess Angelina Carleton sits down with former Mayor Pro Tem Chad E. Cooper to unpack his guiding principle of “May peace begin with me and may I begin with peace” in the 9 characteristics of the fruit of the spirit. From realizing that suffering originates from the stories we create about our feelings and pain to connecting to the full range of our emotions to better serve in our purpose, Chad questions the stories about both the pain as well as the emotions. Tune in to hear how material attainment can complement your legacy vision for when your cup runneth over. -- Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

    48 min
  7. When Art Speaks for the Silent: The Timid Bunny’s Message

    MAR 26

    When Art Speaks for the Silent: The Timid Bunny’s Message

    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 started today by subscribing to our website, www.designurlegacy.com! - Losing a friend to suicide is a life changing moment. You take stock of what influenced them: betrayal of expectations, lack of support when you think others have your best interest, criticism to level the playing field, dealing with anguish alone, the darkness getting heavy around them. We all have our problems, but what is it like when you call your friend’s cell and it goes to voice mail, knowing there won’t be a return call? What happens when the external becomes so loud, it contaminates the interior? When you feel desperate, what will your next move be? This week, hostess Angelina Carleton speaks with aspiring writer and director Samual Chambers about his first film project titled “The Timid Bunny”. Samuel speaks into the emotional connection that will always be powerful between his friend and him. We race forward so fast but sometimes, winning isn’t comfortable when following one’s dreams. Tune in to learn how Samuel is designing his holistic legacy so that he knows he gave life his all - and how you can too so a butterfly can leave the cocoon of darkness to become that butterfly. Learn more about Samuel Chamber's film at https://bento.me/thetimidbunny. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

    55 min
  8. Venture, Values, and Vision: Salvatore Tirabassi’s Blueprint for Legacy

    MAR 24

    Venture, Values, and Vision: Salvatore Tirabassi’s Blueprint for Legacy

    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 started today by subscribing to our website, www.designurlegacy.com! - From forecasts to forever, what can a fractional CFO do, in being both an "opportunity generator" as well as "risk mitigator" for your bespoke legacy? Tune in to find out! As a seasoned finance professional with 24+ years of experience, Salvatore Tirabassi's journey began with a passion for business. After earning degrees from Harvard as well as Wharton, Salvatore spent 15 years in venture capital, where he learned the in's and out's of what makes businesses succeed. This experience provided him a deep understanding of the challenges entrepreneurs face, especially in emerging and family-owned businesses. Transitioning to the role of CFO in a high-growth company, he discovered his true calling! Empowering business owners to take control of their financial futures. He founded CFO Pro + Analytics to provide virtual and fractional CFO services that demystify finance and make it accessible to all. His approach is built on a business owner-first mindset, where he prioritizes the needs of each client, helping them see their financial data not just as numbers, but as powerful tools for growth. Throughout his 24+ year career, Salvatore developed a methodology that combines strategic financial modeling with actionable insights. His goal is to simplify complex financial concepts so that entrepreneurs can make informed decisions confidently. Whether it's guiding them through capital raising or enhancing their operational efficiency, he strives to provide clarity and direction for results. He believes every business has the potential to reach new heights with the right financial strategy! Learn more by visiting https://cfoproanalytics.com! - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

    50 min
    5
    out of 5
    40 Ratings

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    Podcast by with Angelina Carleton

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