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. Designing Legacies Thru Durable Skills with Dr. Jennifer Berry

    3D AGO

    Designing Legacies Thru Durable Skills with Dr. Jennifer Berry

    How do we teach durable skills, such as reflection, as well as create environments that allow for 'multiple a-ha moments' for the legacies of tomorrow? As communities, families, and organizations struggle to prepare the next generation for a rapidly changing world, many are overlooking the deeper human qualities that create resilience, adaptability, and 'being comfortable with failure' when mastering rigorous challenges. And how do we invest in K-16 (kindergarden thru age 16) as a long-term strategy for economic and societal impact as well as 'the legacy' of the Rising Generation?  In this episode, hostess Angelina Carleton speaks with Dr. Jennifer Berry to reveal how and why STEM education and 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 short-term success and consider the kind of support, partnerships and values they are modeling as well as passing forward. If you care about building a lasting 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 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
  2. Building a Legacy That Holds Families Together with John Knowlton

    MAY 8

    Building a Legacy That Holds Families Together with John Knowlton

    Some affluent individuals think the greatest legacy they can pass on is their financial capital, when in reality, it is their 'thinking'. Their intellectual, emotional and spiritual capital. Yet as a society and in our family cultures, it can be easy to avoid regular conversations about all forms of wealth. Even worse, silence around money or the 'internal thoughts in our head' can fracture trust as well as relationships for one or more generations.  In this episode, hostess Angelina Carleton speaks with John Knowlton who has built businesses, advised affluent and helped steward more than a billion dollars in client assets. They speak on how to be as well as raise financially responsible individuals of any and all ages, creating unity and living into values instead of entitlement or tragedy. Tune in to hear how to prepare yourself and those around you for the emotional responsibility of wealth because with a solid roadmap, wealth can strengthen relationships, preserve values, and become a force for good for generations to come. - John Knowlton is an entrepreneur, author, pastor, and multi-generational planning advisor who helps families build stronger relationships through intentional wealth stewardship and better thinking. After helping grow a wealth management firm overseeing more than $1 billion in client assets, John now works with owner-families to create governance structures, family councils, and legacy frameworks that preserve both wealth and family unity across generations. Learn more at https://www.joinc12.com as well as https://abundantthoughtrevolution.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 7m
  3. Your Legacy Through Vitality with Dr. Stephen Sanders

    APR 30

    Your Legacy Through Vitality with Dr. Stephen Sanders

    Why do so many successful men silently lose their energy, clarity, and purpose—and how can they reclaim their health to also transform every area of their life in 2026? Are there cultural beliefs that decline is inevitable and if so, how can men still restore their momentum, presence, and long-term vitality through intentional lifestyle redesign? Is the greatest legacy a man can leave behind not just financial success, but an example of strength, purpose, and drive he models for future generations? In this episode, hostess Angelina Carleton speaks with Dr. Stephen Sanders as he draws from his own experience with burnout and rebuilding in front of his wife and children. Together, they discuss science-driven approaches to longevity, hormone optimization, and high performance for men navigating demanding lives. Tune in to hear how physical strength, discipline, and personal agency are not just health goals, but foundational pillars of leadership, stewardship, and lasting legacy! - Dr. B. Stephen Sanders is a board-certified family medicine physician and founder of Whole Men's Health, where he helps men restore energy, resilience, and long-term vitality through an evidence-based, holistic approach to health and performance. After personally overcoming declining health in his late 30s, Dr. Sanders made it his mission to help men reclaim ownership of their bodies, mindset, and purpose so they can lead more powerfully at home, at work, and in their communities. With more than 15 years of clinical leadership experience, he now leads a nationwide team focused on hormone optimization, metabolic health, lifestyle redesign, and high-performance longevity for men. Learn more at www.wholemenshealth.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.

    56 min
  4. Legacy Strategies for the $15–50M Entrepreneur with Steven Bowles

    APR 24

    Legacy Strategies for the $15–50M Entrepreneur with Steven Bowles

    Successful entrepreneurs and investors are courageous heroes—having built significant wealth for themselves and those that lean on them, yet they still face the risks of losing it with tax erosion, lack of liquidity or worse, forced asset or fire sales. Further, things that aren't written down tend to not be well defined. And when will they declare their wishes to others - while alive or during the reading of the will? In this episode, hostess Angelina Carleton speaks with Steven Bowles, founder of Catalyst Advisory and a former family office advisor, about translating wealth strategies into practical, accessible solutions. We speak about how the ultra-wealthy use tools like strategically designed life insurance, private banking concepts, and family governance systems to protect and grow wealth for 100+ years. Tune in if your parents forgot to tell you about these things at the kitchen table growing up so you can avoid specific pitfalls that cause most families to lose many forms of capital by the second generation! - Steven Bowles is the founder of Catalyst Advisory and a Chartered Life Underwriter (CLU®) who specializes in helping entrepreneurs, investors, and business owners protect and preserve generational wealth. After spending seven years working inside family offices advising ultra-high-net-worth families, he now brings those sophisticated strategies to successful individuals with $15–50 million in net worth—an often underserved market. Steven focuses on advanced planning strategies including asset protection, life insurance design, succession planning, and tax-efficient wealth transfer. Learn more at https://catalystadvisory.io. - 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 2m
  5. The Founder's Exit To Legacy with Stephen Wagner

    APR 17

    The Founder's Exit To Legacy with Stephen Wagner

    Not only do the majority of business owners fail to sell—there's a lack of legacy planning that erodes long-term wealth as well as that Founder's legacy. So how do you shift in your critical focus to “start with the end in mind” so everyone respects the money earned as well as create meaningful relationships? What conversations need to be had so that the 'rising' or NextGen can understand the full picture of success to manage all forms of capital well so resources aren't wasted so quickly? Will it be 'easy come easy go' for future generations, given the shallowness of society we can often feel today? What's the strategy to treat wealth creation and holistic legacy planning as separate pursuits? In this episode, hostess Angelina Carleton speaks with wealth advisor Stephen Wagner about the hidden risks that arise when business owners delay their legacy planning, including lost enterprise value, relationship and family conflicts, as well as missed opportunities for their 'own contribution' that is much needed. Tune in to hear how intentional planning, emotional governance, and communication can transform your business exit into a meaningful legacy chapter to inspire your days. This episode offers grounded insights for both business owners and their beneficiaries. - Steven Wagner is a wealth advisor specializing in guiding business owners and affluent families through exit planning, wealth preservation, and multigenerational legacy strategy. As a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®), he helps clients align their financial success with long-term purpose, family continuity, and lasting impact. Learn more at www.iwaplan.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 10m
  6. To Be Right Or To Be Curious For Your Legacy with Nell3D

    APR 10

    To Be Right Or To Be Curious For Your Legacy with Nell3D

    Many high-achieving leaders are doing everything “right,” yet still feel exhausted by the constant pressure to do more. So how do you design a legacy built not on endless hustle but on sustainable influence that compounds over time? How can clarity, presence as well as boundaries create your legacy plan more than relentless effort? In this episode, hostess Angelina Carleton speaks with Nell Derick Debevoise Dewey to reveal why the traditional formula for your legacy, or 'being right' based on the past, typically can lead to diminishing returns and personal depletion. She introduces her concept of Systematic Subtraction, an approach that helps people remove what drains their energy so their impact can actually grow. Tune in to design your legacy where you can come alive with your strengths and needs! - Learn more about Nell at https://www.nell3d.com as well as through a guest pass for listeners to use to get into the paid section of her substack: https://nell3d.substack.com/guestpass - 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 1m
  7. How To Create Your Lifestyle For Your Legacy with Rich Potter

    APR 2

    How To Create Your Lifestyle For Your Legacy with Rich Potter

    The unemployment rate amongst college graduates is higher than high school graduates in 2026. So what does anyone do if they still want to succeed and reach millionaire status in today's day and age? And what do the latest white papers have to say about this? Is designing a legacy out of reach or how do you get there, starting from where you are at now? In this episode, hostess Angelina Carleton speaks with Rich Potter about his journey from an employee to owning three businesses with his wife as well as brother. While he may not have thought about his 'legacy plans' during his college years at Arizona State University, he is now in the place to invite his three children into his businesses as well as help them design their legacies. Tune in to hear Rich's four core values, success stories as well as the 'how to' to inspire you to design your legacy today!   - Rich Potter is an award-winning franchise consultant and multi-unit business owner. He has been self-employed for ten years by launching startup and franchise businesses, such as billboards, photo booths as well as e-commerce businesses. Learn more about Rich at https://franchiseheroes.co. - At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow. Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today. - Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

    56 min
  8. Your Heart Has To Be In It with Richard Gearhart, Esq.

    MAR 27

    Your Heart Has To Be In It with Richard Gearhart, Esq.

    Entrepreneurs often pour everything into building a meaningful business and assets—only to realize too late that without proper protection, their intellectual property ("IP") is vulnerable.  Your legacy plan, too, is a key asset worth your thought leadership as well as protection - so where do you start? In this episode, hostess Angelina Carleton speaks with Richard Gearhart, Esq. to reveal how legal knowledge can become one hidden infrastructure that determines whether your IP endures or disappears. Drawing from his experience with founders, celebrities, and innovators, he shares his knowledge and life insights to get you started. Tune in to discover how to shift from simply creating and scaling to owning and safeguarding what you build. If you’re serious about designing a legacy that lasts, this conversation offers your next steps forward. - Richard Gearhart Esq. is an award-winning speaker, TV network expert guest, nationally syndicated radio show host and an attorney. Richard speaks on a variety of intellectual property and business topics. He has worked with Larry Namer - founder of E! Entertainment TV, former WWE wrestler Brimstone, The Sopranos actor Kevin Interdonato, celebrity dentist Dr. Bill Dorfman, TV shopping network celeb Victoria Wieck, Dave Noll - creator of the TV show Chopped , world renowned relationship strategist Dr. Gilda Carle, Terry Joes - founder of Kayak and Travelocity and more. Learn more at https://www.richardgearhartesq.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.

    52 min
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5
out of 5
49 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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