Couverture de Design Your Legacy - Life Lessons

Design Your Legacy - Life Lessons

Design Your Legacy - Life Lessons

De : Angelina Carleton
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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.Copyright Legacy Planning
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    Épisodes
    • How Can You Make Your Legacy Better? with Wesley Rowlands
      Feb 7 2026
      Successful individuals and families don’t always fail financially—they can also fracture relationally, structurally, and purposefully, and no amount of wealth can fix what design was meant to prevent.
      Many high-achievers build assets without building alignment, leaving their relationships and next generations rich in capital but poor in clarity, unity, and direction. Without continuous and honest conversations about one's values in the context of 'legacy design', wealth can become all consuming instead of a tool to a much larger 'legacy vision', creating conflict over time, entitlement, and intimacy drift.

      Too many individuals also mistake estate planning for legacy planning, solving for financial capital while ignoring the other forms of capital: emotional, spiritual, human, etc, for meaning and connection. In this episode, hostess Angelina Carleton speaks with Wesley Rowlands about front loading the difficult conversations so as to be one step ahead of the hidden risks of what can come with financial wealth, where outward success outpaces personal development, balance and stewardship of one's health. Tune in as Wesley reveals why true legacy isn’t inherited—it’s designed, intentional, and built long before it’s transferred thru choices, words and values.

      Learn more about Wesley at https://www.atikanwealth.com.

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      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.
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      2 h et 13 min
    • Narrow or No Space For Your Legacy? with Jonathan Steele
      Feb 3 2026
      Most families focus on protecting assets, but the real breakdown happens in the relationship systems when individuals haven’t done their inner work or built healthy communication patterns. Without safe spaces in family council meetings or a family's culture for honesty, financial infidelity can replace trust—creating silence, secrecy, and fractured relationship dynamics. For many, this begins in childhood, when prior generations never learned how to process emotions, conflict, or uncertainty. When role models and caretakers fail to evolve beyond their authority role, values aren’t truly transferred—only control, confusion, and expectations.

      In this podcast episode, hostess Angelina Carleton speaks with Jonathan Steele, CFA to reveals why money doesn’t move through generations neutrally—it needs relationship systems to not break down, for individuals to work on themselves in personal development and for there to be a design for your legacy. Tune in as this conversation shows why planning your holistic legacy must include both financial strategy and emotional architecture to create true connection as well as continuity.

      Learn more about Jonathan at https://onewealth.net.

      -

      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.
      Afficher plus Afficher moins
      1 h
    • When Your Legacy Vision Picks You with Lyubim Kogan
      Jan 30 2026
      Do you pick your legacy vision and plan or does it pick you?

      In this episode, hostess Angelina Carleton speaks with Lyubim Kogan—a New York University graduate who worked as an RIA (registered investment advisor) on Wall Street, a Winter Olympian and now, a humanitarian—about what remains when worldly success metrics, systems, and certainty disappear. After rebuilding a company in war-torn Ukraine only to lose everything to targeted infrastructure attacks, Lyubim chose not to return to 'business as usual', but to answer a deeper calling to serve. Out of those ashes, "Wings4Heroes" was born, restoring dignity and purpose to amputee and combat veterans through flight, camaraderie, and healing experiences. This conversation is a masterclass in designing a life of meaning, service, and moral courage.

      -

      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.
      Afficher plus Afficher moins
      1 h et 11 min
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