Design Your Legacy with Angelina Carleton

Families of wealth don’t build a legacy to pass on so the NextGen can buy a sports car and wrap it around a tree. They hold the intention to want to give the best of themselves, as well as their assets, but aren’t sure where to start. From emotional and relational perspectives, what are the bigger reasons around designing a legacy? What is enough … or how much is enough in defining enough-ness? What values have we accepted around money from our families?

In this episode, hostess Angelina Carleton speaks with property investor Linda Southwood about what we learned about money growing up, especially the good things. She shares her tips for balancing expectations with philanthropy, offering firsthand experience of what worked in her life with her children. You’ll learn there are different ways of relating to money, such as “debt proofing” your kids so they know where their money is going. Tune in and learn how you can design your holistic legacy plan starting with honest conversations around money and philanthropy… to focus on what’s truly meaningful.

Learn more about Linda at https://www.culbonecoaching.co.uk.

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About Legacy Planning(c):
There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning.

Our Story:
We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.

Our Mission Statement:
Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.

Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.

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When professional coaching can bring your holistic legacy to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at DesignUrLegacy.com.

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PRE-ORDER OUR BOOKS AND TRANSFORM YOUR FUTURE INTO ONE THAT HONORS YOUR BEST PURPOSE AND VALUES: www.angelinacarleton.com/about

IF YOU’RE READY TO DESIGN A LEGACY THAT DEVELOPS AND PROTECTS WHAT YOU’VE BUILT, OUR LEGACY SCHOOL IS FOR YOU! JOIN NOW: www.angelinacarleton.com/service-page…ol-12-months

SUBMIT FOR YOUR CHANCE TO GET COACHED LIVE: www.angelinacarleton.com/podcast

Are you an online influencer who needs to protect your Name, Image and Likeness? In the world of asset protection, learning about how to protect your intellectual property is often skipped over. Licensing your name, understanding the value of your phone number and learning about minor as well as adult guardianships can turn your blind spots into an opportunity to build your team. In an era where retaining a tax planner is smart design of your legacy planning, so too is the idea of adding a business manager to your team as an entrepreneurial when the time is right.

In this week’s episode, Angelina Carleton chats with Scherrie Prince, Esq, an attorney who has learned the hard way why proper planning is so important. After losing her mother at age 16 and watching her family’s 150 acre farm be divided up in an atmosphere of little to no trust, she emphasizes how constant communication is better than quarterly communication. Scherrie brings a real life perspective, challenging the lack of exit planning most individuals have because they haven’t built in any legal protections. She introduces the concept of equity stripping as one remedy ... tune in and learn more tips to transform your ‘lack of knowledge’ into your ‘game plan’ and how Ms. Prince is designing her legacy as a pioneer in her family!

Learn more about Scherrie at https://www.linkedin.com/in/scherriespeaks.

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About Legacy Planning(c):
There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning.

Our Story:
We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.

Our Mission Statement:
Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.

Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.

-

When professional coaching can bring your holistic legacy to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at DesignUrLegacy.com.

-

PRE-ORDER OUR BOOKS AND TRANSFORM YOUR FUTURE INTO ONE THAT HONORS YOUR BEST PURPOSE AND VALUES: https://www.angelinacarleton.com/about

IF YOU’RE READY TO DESIGN A LEGACY THAT DEVELOPS AND PROTECTS WHAT YOU’VE BUILT, OUR LEGACY SCHOOL IS FOR YOU! JOIN NOW: https://www.angelinacarleton.com/service-page/holistic-legacy-school-12-months

SUBMIT FOR YOUR CHANCE TO GET COACHED LIVE: https://www.angelinacarleton.com/podcast

Succession! To get results, how do you transition and keep communication open? How do you communicate your vision with those involved in the family business and those who benefit? How do you keep everyone up to speed within the group as well as handle group differences? As a second generation of a family business, Dr. Fultz experienced the overall transition between the initial ‘Mom and Pop’ enterprise to bringing in a management team, facing bigger problems as well as growth. Their family business was and is in 48 states as well as 30 countries and Steve has had to trust himself through every year and test! Now, he is bringing his daughter into the business.

Don’t miss out on this chance to hear Steve speak into how he is designing his holistic legacy today based on his character, sense of pride and just being ‘a good person’… like how his grandparents were ‘salt of the Earth people’. A legacy is so much more than one’s finances … it is your name, handshake and trust created within yourself and with others to last because you are ‘grateful’ for those who have shaped your life. In this podcast, Angelina Carleton speaks with Steve Fultz about his best life and business lessons in the layers and challenges. Tune in now!

Learn more about Dr. Fultz at https://stevefultzphd.com.

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About Legacy Planning(c):
There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning.

Our Story:
We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.

Our Mission Statement:
Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.

Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.

-

When professional coaching can bring your holistic legacy to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at DesignUrLegacy.com.

Business owning families often find themselves in need of frameworks and mechanisms to create continuity when it comes to communication, shared purpose and values. But many aren’t sure where to start when it comes to get-togethers, councils, constitutions, forums and committees. Wealth creators get caught up in the demands of the business, forgetting to learn how to nurture beliefs and behaviors of the NextGen – often not blocking out time to create reliable stewards. So how can you increase your family's awareness of your shared purpose, uniqueness, and philosophy to build trust?

In today’s episode, Angelina Carleton is joined once again by Laura and Riccardo Gambineri, founders of Trusted Governance, to speak into how to supervise, shape and add to new family conversations around stewardship and governance. They shed light on the value of human interaction and the non-financial aspects often not discussed in family offices. By shifting the focus from pressure and expectations to rejuvenation and self-actualization, you’ll learn how to improve your family’s governance and make sure all members feel heard at the table. Tune in and discover how good governance can significantly influence your wealth preservation and family harmony.

Learn more at https://www.trustedgovernance.com.

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About Legacy Planning(c):
There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning.

Our Story:
We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.

Our Mission Statement:
Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.

Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.

-

When professional coaching can bring your holistic legacy to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at DesignUrLegacy.com.

Even though Halloween just passed, for many of you, the ‘trick or treat’ is whether you realize the connection between karma and your legacy... Where wealth, or money, itself cannot teach you how to bring in more balance or joy to shift terrorizing fears or haunting frequencies. In the broader sense, your life is a series of tests where the record of your decisions becomes your legacy … in the ripple effect, or the physics of your metaphysics. But where do you start?

In this special podcast episode of “Design Your Legacy”, I speak with retired US Naval Submarine Force Commander Tina Erwin, to unveil the connection between protecting a fleet of 86 submarines to raising your frequency in order to overcome spiritual attacks. We speak about individual karma, group karma and the needed strategies to bring you back to happiness, release unneeded attachments, and step into a world of freedom with your personal agency. No tricks, all treat. Tune in and learn how to be specific in your healing and design a fulfilling legacy you love!

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Purchase one of Tina's books at https://bit.ly/3QJkTA3 and learn more at her website https://ghosthelpers.com.

#ghosts #ghosthelper #magic #psychicscientist #psychicability #haunting #suicide #stacksoftime #spirits #psychicchildren #ghost #grief #crossingoverprayer #ghoststories #ethics #spiritualaw #compassion #loveistheanswer #predecessor #remoteview #psychic #leylines #fourthdimension #legacy #karma

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About Legacy Planning(c):
There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning.

Our Story:
We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.

Our Mission Statement:
Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.

Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.

-

When professional coaching can bring your holistic legacy to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at DesignUrLegacy.com.

How important is healing and not bleeding to death? Triage in a hospital is a process to stop the bleeding, to stabilize and to allow for recovery. PTSD can happen for both physical injuries as well as emotional wounds and triggers … especially individuals whom have experienced relationships with those who have NPD (Narcissistic Personality Disorder). Recognizing NPD traits is half the healing journey in ‘awareness’ and the other half … is finding the remedies.

Subtle, sinister and savvy – NPD’s are experts at getting you into their web. In her 70’s now, author and divorcee Patricia Watson used to be married to an individual with NPD (narcissistic personality disorder) and was a part of a family business. After her divorce, she lost much of her assets including her initial legacy plan of creating a vacation home for adoptive mothers. Being that NPD is an unavoidable trend today, Pat decided to write a few books based on her own real life experiences.

So what are the signs, remedies and tactics to move forward? To stay in relationship with a narcissist is both detrimental to your soul and mental health. But to leave, well ... It’s common for the NPD to make their victims look bad, in either social or professional scenes. What is it you need to know? Tune in and find out!

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Born and raised in Pennsylvania. Patricia has a master’s degree in education and taught special education for 13 years. When she was married, she was part of a successful family business. But after the divorce, she left the business behind and moved to Outer Banks, North Carolina in 1999 to start over again ... this time as a real estate agent and instructor for the following ten years. She owned her own real estate franchise and school. Ms. Watson then became a certified mentor, coach and trainer with the John Maxwell Team in 2015 and traveled to Paraguay, South America to train others internationally. With a passion in coaching and training, Patricia currently owns her own practice called Command Performance Coaching and Training. She has just released her third book in a series about self-esteem and healing from narcissistic abuse. Ms. Watson is now working on her fourth book and domiciles in South Carolina. She has one son and two grandchildren.

Ms. Watson's book can be purchased at https://amzn.to/47qZZeP.

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About Legacy Planning(c):
There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning.

Our Story:
We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience fulfillment and satisfaction.

Our Mission Statement:
Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life.

Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to access the other side and experience a happy and satisfying life.

-

If professional coaching can bring your holistic legacy to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at DesignUrLegacy.com.