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. Do You Know Why You Are Here? with Rob Levine, Esq.

    -14 H

    Do You Know Why You Are Here? with Rob Levine, Esq.

    Success in law and business doesn’t automatically create a lasting legacy—and many high achievers struggle with what comes next.  In this episode of Design Your Legacy, host Angelina Carleton sits down with Rob Levine, Esq., to explore how purpose, service, and leadership transform success into enduring impact. Rob shares how building a powerful brand rooted in advocacy requires more than wins—it demands values, resilience, and responsibility. Together, they unpack the tension between strength and empathy in leadership and why giving back is not optional for those who want their influence to last. Listeners will gain clarity on how intentional choices today shape reputation, culture, and meaning for tomorrow. This conversation is a reminder that legacy isn’t accidental—it’s designed. - 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.

    1 h
  2. If Not You, Then Who? For Your Legacy with Alex Dripchak

    -3 J

    If Not You, Then Who? For Your Legacy with Alex Dripchak

    Most individuals feel a sense of the world's weariness on their shoulders known as "weltschmerz"—quietly aware that time is slipping away faster than they’d like to admit. Why do we drift into disconnection, burn out, and unconscious living, and how can simple, intentional shifts realign you back towards awe as well as your highest and best legacy? It's time to stop living the same day on repeat—and start designing a legacy that compounds meaning—yet where do you begin? In this episode, hostess Angelina Carleton speaks with Alex Dripchak as he explains how the power of awe-inspiring moments can allow you to break through numbness and reconnect you to excellence, creativity, and your highest potential. Tune in as we explore how to build a “hurricane-proof why” that can withstand setbacks, reinvention, and the unexpected storms. Alex walks listeners through practical tools for auditing your time, aligning it with your values, and reclaiming the precious years you actually have to plan that legacy! Learn more about Alex at https://www.100salesskills.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.

    58 min
  3. Money, Marriage and a New Kind of Legacy with Dr. Nicolas Michels

    28 NOV.

    Money, Marriage and a New Kind of Legacy with Dr. Nicolas Michels

    Outwardly successful, inwardly stressed? Why is knowledge alone not a remedy to fix financial stress when couples lack alignment, communication or emotional clarity around money ... which designs your legacy? How are even high-achievers trapped by generational cycles of confusion, conflict as well as overwhelm? What are the real problems keeping couples and families stuck and how do you move to create that path forward built on unity, peace and shared values? In this episode, I speak with Dr. Nicholas Michels to expose the hidden financial wounds many successful individuals carry from childhood—fear, instability, and patterns of scarcity that quietly shape adulthood, your relationships as well as your legacy. He reveals how growing up in a fractured home creates unresolved money trauma that later resurfaces in marriage no matter the professional success. Tune in to hear how through his personal story—he uncovers what he really needed to do to design his pioneering legacy plan. - At Legacy Planning©, we work with rising 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 truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow. Whether you're navigating a personal transition, succession planning, 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 now. - 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.

    1 h 7 min
  4. Creating a Legacy-Aligned Home with Kim Costa

    25 NOV.

    Creating a Legacy-Aligned Home with Kim Costa

    Misaligned spaces can create stagnation, overwhelm, and even self-doubt, especially during life transitions like succession, divorce, or the receiving of an inheritance. Most people have no idea that their homes are silently shaping their confidence, clarity, and ability to create their ideal legacy—and Kim Costa has spent three decades decoding that connection. How can aligning your environment with your core values become a foundational step in designing your legacy with intention, purpose, and long-term clarity? In this episode, hostess Angelina Carleton speaks with Kim to reveal why so many high-achieving individuals feel “off” in spaces that look beautiful but don’t support who they are becoming. She shares how her Wheel House Assessment blends psychology, human needs, and environmental design to help homeowners break free from environments that are holding them back. Listeners will walk away with practical tips to transform their homes into launchpads for legacy building—so their physical space finally reflects the vision they want to live and leave. Learn more about Kim at https://lifestylefoundations.com. - At Legacy Planning©, we work with rising 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 truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow. Whether you're navigating a personal transition, succession planning, 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 now. - 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
  5. Swiss Secrets of Legacy with Ben Ulrich, Dan Kertesz & Maxim Jardai

    21 NOV.

    Swiss Secrets of Legacy with Ben Ulrich, Dan Kertesz & Maxim Jardai

    What are the unique pressures facing today’s affluent families, where complexity—not lack of resources—is the true adversary?  Rising wealth fragmentation, global mobility, and multi-jurisdictional assets have made succession planning more overwhelming than ever. Affluent individuals often find themselves isolated, unsure whom they can trust, and hesitant to discuss money, purpose, or legacy—even within their own families. In this episode, hostess Angelina Carleton speaks with guests Ben Ulrich, Dan Kertesz and Maxim Jardai to bring clarity to these challenges by bridging wealth, psychology, and human connection in a way that helps families design legacies—not just portfolios—that endure. Their insights reveal that legacy is no longer about assets alone; it’s about continual communication and cultivating emotional intelligence across generations. - At Legacy Planning©, we work with rising 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 truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow. Whether you're navigating a personal transition, succession planning, 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 now. - 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.

    58 min
  6. The Future of Legacy Capital with Naava Mashiah

    18 NOV.

    The Future of Legacy Capital with Naava Mashiah

    In a world where wealth is growing faster than wisdom, affluent individuals as well as families face an invisible crisis: How do you turn prosperity into purpose — and build a legacy that transcends geography, politics as well as generations? In this podcast episode, hostess Angelina Carleton speaks with Naava Mashiah, a global connector and CEO of ME LINKS, known for mobilizing capital across Israel, the Middle East, Africa, and Asia. With a background in diplomacy and a lifelong commitment to cross-cultural dialogue, Naava helps family offices and 'rising generation' family members move from preserving wealth to activating it. Tune in as this conversation gives listeners a clear roadmap to transform their wealth into meaningful continuity! - At Legacy Planning©, we work with rising 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 truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow. Whether you're navigating a personal transition, succession planning, 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 now. - 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.

    55 min
  7. You Don't Have To Be Rambo For Your Legacy with Simon Holzapfel

    14 NOV.

    You Don't Have To Be Rambo For Your Legacy with Simon Holzapfel

    Most individuals and families want to pass on more than money, but legacy is slow food for the soul — it requires intention, preparation, and steady nourishment. Like sex education class, talking about your legacy can be awkward — but avoiding the discomfort only guarantees confusion later. In this episode, hostess Angelina Carleton speaks with Simon Holzapfel of CrowBox Partners to reveal why you can’t build on chaos, and why individuals and families must first create emotional order before they can create generational continuity. He explains how legacy isn’t a single event but how it happens one conversation at a time, especially when those conversations feel unfamiliar or uncomfortable. Simon offers tools to practice fighting fires, so all parties at the table learn to manage tension, conflict, and responsibility long before a crisis arrives. Ultimately, he reminds us that legacy may invite awkwardness, but it also invites transformation — and that’s where lasting stewardship truly begins! Learn more about Simon at https://www.l-eaflab.org/. - At Legacy Planning©, we work with rising 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 truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow. Whether you're navigating a personal transition, succession planning, 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 now. - 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.

    1 h 51 min
  8. Emotional Capital: The Invisible Wealth You Pass On with Marcy Pusey

    7 NOV.

    Emotional Capital: The Invisible Wealth You Pass On with Marcy Pusey

    Most affluent individuals excel at building wealth but struggle to build emotional continuity, because unprocessed trauma quietly drives control, perfectionism, and isolation. In this episode, hostess Angelina Carleton speaks with licensed therapist and TEDx speaker Marcy Pusey about how unresolved pain becomes an unintentional legacy that gets passed down through silence, avoidance, and emotional distance. She explains why success cannot protect anyone from the “freeze patterns” of PTSD—and how those patterns sabotage succession planning, family unity, and true fulfillment. You’ll learn practical tools to break generational cycles, shift from survival mode into intentional design, and build emotional capital equal to your financial capital. Marcy shows that the most valuable inheritance isn’t just financial wealth—it’s the healed and integrated version of you. If you’re ready to stop letting your past define your future, this episode gives you a roadmap to transform trauma into a legacy of strength, connection, and wisdom. -- At Legacy Planning©, we work with rising 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 truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow. Whether you're navigating a personal transition, succession planning, 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 now. - 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.

    1 h 14 min
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À propos

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.

Informations

  • Création
    Angelina Carleton
  • Années d’activité
    2021 - 2025
  • Épisodes
    289
  • Classification
    Contenu explicite
  • Copyright
    © Copyright Legacy Planning
  • Site web de l’émission
    Design Your Legacy - Life Lessons