Design Your Legacy

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Life insurance can provide a lump sum of $. But it doesn't prepare for what comes next. It doesn’t create the conversations for the skills, knowledge, or inner resourcefulness. Many couples plan for 1 level—but not 4-5. Prepare your partner / loved ones. angelinacarleton.com/post/when-the-…

Ideas alone don’t build a lasting legacy—ownership does. In this episode, I speak with IP attorney Richard Gearhart to explore how patents, trademarks & (c)'s can turn innovation into enduring assets. Listen to protect what you build & secure your legacy. podcasts.apple.com/us/podcast/you…

Women are & will be inheriting trillions—but not the context & support needed to manage what comes with this capital or their inner world 'in finding new answers'. The real risk in the Great Wealth Transfer isn’t strategy, it’s the lack of guidance: angelinacarleton.com/post/she-inher…

Planning your legacy isn’t just a business decision—it’s a personal transformation. Mark Vincent shares how great leaders move beyond performance mode, redefine success, and design a legacy that truly lasts. Listen now. podcasts.apple.com/us/podcast/whe… #Legacy

Inheriting money doesn’t just change your finances & thus, your lifestyle—it can & will test your identity, relationships & purpose. The real challenge isn’t managing the financial capital, but discovering who you are when survival is no longer the driver. angelinacarleton.com/post/when-mone…

The greatest threat to generational wealth isn’t the market—it’s emotional underdevelopment. Individuals need more than financial advisors; they need emotional governance in the capacity to navigate the unspoken. How families sustain wealth & one another. angelinacarleton.com/post/emotional…

New episode: Wealth manager Steven Wagner shares what biz owners overlook when preparing for a liquidity event—and why a successful exit requires planning for identity, family dynamics & your legacy. Growth mindset? Tune into this deep conversation! podcasts.apple.com/us/podcast/ful…

What determines whether wealth strengthens a family—or divides it? In this episode, I sit down with Rafael Pinho to explore the deeper needs around transfers, stewardship & designing a legacy in 2026 that lasts for generations. podcasts.apple.com/us/podcast/why… #LegacyPlanning #legacy

Most founders build successful businesses — but not ones that can outlive them. In this episode, I sit down with Brandon Moon of TD Pine Advisors to explore how overcoming pride avoids 'sad clown syndrome' in family businesses & for your legacy. 🎙️✨podcasts.apple.com/us/podcast/3rd…

Blended families, wealth & legacy planning collide in this conversation with Emily Bouchard. If money conversations in your family feel complicated, emotional, or avoided, this episode reveals how to start. Your legacy is how your family stays together:🎙️open.spotify.com/episode/445at2…

Private aviation isn’t a luxury—it’s a governance decision that impacts time, risk & multi-generational legacy. In this episode, David Clark reveals how family offices can turn aviation into strategic infrastructure. If you steward wealth, tune in ... youtube.com/watch?v=Pf1cZV…

Philosophy. Strategy. Tactics. In this episode, Wesley Rowlands breaks down why not 'front loading the discomfort' in your legacy conversations leads to acquaintances vs. deeper connections — and how legacy design can change everything. 🎙️youtube.com/watch?v=Fbr2vf… @AtikanWealth

Wealth doesn’t just transfer assets re: your legacy. In this episode, Jonathan Steele, CFA reveals why financial planning fails when relationship systems break down, how “financial infidelity” forms in silence & why legacy must be designed starting now. open.spotify.com/episode/0iuNqL…

True legacy isn’t built just through success—it’s revealed when everything collapses. In our latest podcast episode, I speak with NYU graduate & former Wall St pro, Lyubim Kogan about restoring dignity for amputee veterans & choosing service for humanity. podcasts.apple.com/us/podcast/a-l…

In an uncertain world, true legacy isn’t about growth alone—it’s about jurisdiction, stability, and long-term legacy. 🎙️I’m joined by Anne Liebgott of Americans Welcome Switzerland to discuss why diversification matters more than ever. youtu.be/n7EFbAZ2QmU @AWSwitzerland

Legacy isn’t built after success—it’s designed before it. In my latest episode, Scott Curry shares how faith, resilience & disciplined action helped him create a legacy plan before he had money—and rebuild his life after losses. 🎧 youtube.com/watch?v=W1hLTX… @RealScottCurry

At 20, Drew Carmichael has built seven-figure e-commerce brands—but the real question isn’t how fast he scaled, it’s what he’s building for the long term. In this episode, we explore why thinking about legacy early changes everything. Tune in: youtube.com/watch?v=rDXr7d… #legacy

✨2025 End of Year Reflection ✨ This isn’t a post for everyone. It’s for those who think in decades, not days. Legacy isn’t what you leave later— it’s how you choose now. Pause • Reflect • Realign Your legacy begins long before wealth is passed. angelinacarleton.com/post/end-of-ye…

You’ve built wealth—but who owns your story? On the latest episode, I speak with bestselling author & Same Page Publishing founder Aurora Winter, who reveals why authorship & intellectual property are missing pieces in legacy plans & how to reclaim them. youtube.com/watch?v=b4h3MH…

Success isn’t the same as legacy. On the latest episode of "Design Your Legacy", I speak with guest Rob Levine, Esq. to explore how purpose, values & personal development influence his legacy plan & "future coffee table book". @RobLevineLaw Tune In!🎙️youtube.com/watch?v=OmycWZ…