Design Your Legacy

with Angelina Carleton

5.0 (31)
SOCIETY & CULTURE
UPDATED DAILY

Podcast by with Angelina Carleton

FEB 26

Another Asset Class For Your Legacy with Jon Ostenson

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! - Franchising isn’t just an asset class for our portfolios – private equity is getting in on it. Suddenly, the unsexy has become sexy. Driveway coating. Oil change services. Pet grooming. Love them or hate them, franchises are not just proven business models for purchase, they offer tax advantages such as building cash flow, building a business you can sell and an opportunity to leave a corporate career. So, who is buying and how can a franchise fit into your legacy plans? In this episode, hostess Angelina Carleton and Jon Ostenson discuss how individuals from their 20’s to their 60’s are today’s investors and how to succeed. From being a semi absentee owner, in hiring the right General Manager, to being ‘teachable’ in following a proven model, they explore this alternative investment. Tune in to find out how Jon is incorporating franchise stacking in his legacy strategy and the three powerful questions he asks so he can leave the legacy he desires. - 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!

42 min
FEB 17

How to Bring Presence To Your Legacy with Martin Salama

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! - Rebuilding your life after tragedy is respected, yet behind every comeback story is a commitment to personal development. Great entrepreneurs offer more than great products and services to their community – they offer an example in how to grow past worry and anxiety – they master their leadership and vision. They demonstrate new ways of tackling challenges and can share what has held them back to be finally free. But businesspeople can also suffer from emotional and financial setbacks, in the millions, and for years find themselves in a holding pattern. So, how does one rebuild to find peace? In this episode, hostess Angelina Carleton and Martin Salama dive into the subjects of carrying the family name and legacy, healing from loss through meditation and asking new questions to find better answers. From losing his brother at age ten to self-transformation through self-love and self-care, Martin, they uncover what makes an entrepreneur be able to find their stride again, why values matter in shaping community, and how self-worth influences legacy planning. Whether you’re feeling the pressure to make everyone else happy or losing your temper when others are never pleased, tune in to learn how coaching transforms your truths into your lasting legacy. Learn more about Martin at https://connectwithmartin.com. - 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!

58 min
FEB 13

Former Asset Manager Teaches Financial Literacy For Her Legacy, with Veronica Deraleau

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! - Some financial coaches can show you how to keep and grow your money, but few can also deliver emotional intelligence along the way. In facing her own impulses and getting her own financial house in order, she has lived the experience herself to go from $100,000 in debt to taking agency of her future. Was it her training as an asset manager, her upbringing with a mother who lived thru poverty or a value around service to want to teach others about money? At a time when individuals struggle with inflation as well as entitlement, Veronica reminds us why a void in self-worth isn’t remedied by avoiding what’s underneath the surface. In this episode of Design Your Legacy, hostess Angelina Carleton and Veronica Deraleau dissect the secrets behind getting an emotional handle on your money. From awareness around ‘resentments from childhood’ to the reframing when others can pass judgement, they reveal the formula that makes financial compounding a reality. Tune in to learn how this four-step formula can empower your legacy planning, in creating new outcomes, and how these lessons can be passed on beyond one generation. - Buy Veronica's book on Amazon at www.amazon.com/dp/B0DGGSMWRY Visit Veronica's website for free resources and her blog: https://makingmoneyissimple.com/ Connect with Veronica on Instagram: https://www.instagram.com/makingmoneyissimple/. Follow her on IG and DM the word 'Legacy' for a free budget review! - 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!

51 min
FEB 11

Personal Branding For Your Legacy with Merag Shahzad

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! - Every individual could benefit from some “personal branding”, whether it is to attract their perfect mate, reach more of their business goals or design that lasting legacy. But how do you get there in pursuing what you love, are passionate about as well as how you best bring value into this world? Whether you are an entrepreneur or a member of a multi-generational family of wealth, one thing is certain – you had a vision for your life at age 12. So, how do you include that 12-year version with where you are today in the mission of your holistic legacy plan? In this week’s episode, hostess Angelina Carleton and Merag Shahzad explore ‘personal branding’ or as his grandfather called it, reputation building. They unpack the elements of inner motivations as well as how one interacts with their environment to curate what truly aligns and compliments what and who a client respects and admires. When you know what it is you love as well as what you are good at, your personal brand needs to communicate that. So tune in to discover how vulnerability, mixed with authenticity, creates the perfect results for your legacy! - 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!

1h 2m
FEB 9

How To Establish Your Legacy Properly From The Start with Roy Coughlan

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! - Every entrepreneurial needs to know their numbers – whether you keep your own books, retain a CPA or oversee a team. So how do you rebuild when you had to "learn the hard way" re: hiring the wrong people? Your team mates are supposed to be the ones to protect your assets and minimize your tax liability. So how do pay as little tax as ‘legally’ possible, and what happens when the system and people you trusted turn out to be corrupt unexpectedly? In this episode, hostess Angelina Carleton and Roy Coughlan break down why structuring your companies right from the beginning is more than just a life saver—it’s also a way to save your sanity as well as pay yourself first so you can buy that bespoke cup of coffee. You’ll learn how Roy went from putting together $20M syndicates of properties to feeling the carnage of the Great Recession. Listen in to discover why gratitude and forgiveness were his keys to designing a meaningful and intentional legacy, in learning the skills of building as well as rebuilding in his love for life. Link in bio for Apple Podcasts. - 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!

49 min
FEB 7

Discipline is a Benchmark of Your Legacy, with Devan Gonzalez

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! - Every day, we’re presented with opportunities to bet on our self – in challenges, in self-worth, and even in the disagreements to expand further. But have you ever wondered if your core values could be tied to this outcome? Values connect us to our identity, mindset and business code of ethics as a tool for climbing life’s mountains. But how do know when to move forward compared to when you are pushed? In this episode, hostess Angelina Carleton and Devan Gonzalez break down why your legacy comes from betting on yourself to have a bigger impact more than an inheritance —it’s when you don’t know what’s around the corner, but you take the next steps anyways. You’ll learn how Devan’s ability to be a visionary in starting his national franchise then lead to his confidence to design his legacy so others can one day say “I wish you could have met this person”! Listen in to discover why you can’t let others give you their limiting beliefs and self-doubt in redefining legacy to shift your perspectives. - 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!

44 min
JAN 31

Your Legacy is Your Art with Rabbi Alon Ferency

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! - Art is needed in society, so as to avoid anarchy and violence, but have you ever wondered what it can do for your soul? Art, like scripture, has a remarkable ability to soothe as well as energize the spirit. Since only the heart can know its own bitterness, art can be solace for the darkest nights of the soul just as scripture can be a record to figure out what’s important. But how can the actions of creating, especially when aligned with your values, be key to finding the ley lines of your legacy? In this week’s episode, hostess Angelina Carleton speaks with Rabbi Alon Ferency to unpack how art can assist with personal development, overcoming challenges as well as society at large burnout - so your legacy planning can happen with the best within you. He explores how your legacy can go beyond the immediacy of your family and community in what it means to be human and why we are here. He asks ‘what would you like to transmit beyond your life?’. Tune in for insights that’ll deepen your appreciation for what it is that makes your soul sing—even if you are so busy that you forget to read your Psalms. - 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
JAN 24

Intuition is the Power Behind Your Legacy with Dr. Lenke Schulze

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! - Intuition has influenced the best inventors of the last few centuries, but have you ever wondered what intuition could do for your legacy? Intuition has an ability to make better connections in the moment for our life, business and relationships but how often can we slow ourselves down enough to tap into it? To receive its insights, in allowing ourselves to be bored or to make space for our brains to return to imagination, creativity and to feel our self-worth. But how can we access this world of the subtle for our inward knowledge? In this podcast episode, hostess Angelina Carleton and Dr. Lenka Schulze unpack the relationship between intuition as the 1st compared to 6th sense and designing a fulfilling legacy. From carving out time for relaxation to understanding our education system before the industrial age, we explore how we got here today and how we can also allow our intuition to guide our life’s legacy plans. Tune in for insights that’ll deepen your appreciation for time off – even if consciousness and the quantum field seem too big and complex for daily life and your legacy! - 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!

1 hr

See All (222)

out of 5

31 Ratings

Unique ability to connect with her guests on a personal level

09/21/2024

BottleBank.com

Angelina is an exceptional host who creates a welcoming and thought-provoking environment on Design Your Legacy. She brings deep insight and genuine curiosity to each episode, allowing her guests to explore their stories and legacies in a meaningful way. Her thoughtful questions and attentive listening make the conversation flow naturally, and she has a unique ability to connect with her guests on a personal level. I highly recommend Design Your Legacy to anyone interested in exploring personal growth and impactful living.
Thorough and thoughtful

07/05/2024

Latebird

I was a guest on Angelina’s podcast. I own a photo/video organizing and archiving studio called Picturli. She was such a thoughtful and thorough host. I just loved talking to her and look forward to listening to all of her episodes.
Unique and Powerful

06/20/2024

John M Graham

Angelina is a powerhouse. She clearly does research beforehand to be able to go deeper than 99% of podcasters out there.
Blown Away by Angelina

06/17/2024

BrimstonesAsylum

I have been on 50 podcasts and Angelina was the first host to spend time researching me before the interview. The amount of time she must have taken is a tribute to her and her desire to create the perfect podcast. Easily, one of the top 5 hosts I’ve ever worked with.

Podcast by with Angelina Carleton

Creator

with Angelina Carleton
Years Active

2021 - 2025
Episodes

222
Rating

Clean
Show Website

Design Your Legacy

Design Your Legacy

Episodes

Another Asset Class For Your Legacy with Jon Ostenson

How to Bring Presence To Your Legacy with Martin Salama

Former Asset Manager Teaches Financial Literacy For Her Legacy, with Veronica Deraleau

Personal Branding For Your Legacy with Merag Shahzad

How To Establish Your Legacy Properly From The Start with Roy Coughlan

Discipline is a Benchmark of Your Legacy, with Devan Gonzalez

Your Legacy is Your Art with Rabbi Alon Ferency

Intuition is the Power Behind Your Legacy with Dr. Lenke Schulze

Ratings & Reviews

Unique ability to connect with her guests on a personal level

Thorough and thoughtful

Unique and Powerful

Blown Away by Angelina

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