What if your home could help fund your legacy? In this powerful conversation, we sit down with Kevin Guttman, a seasoned reverse mortgage specialist from C2 Financial, to explore how homeowners can unlock the hidden power of their equity—not just to retire comfortably, but to support their children, grandchildren, and the causes they care about. Kevin shares how reverse mortgages, often misunderstood, can be a strategic tool in legacy planning, wealth transfer, and multigenerational financial wellness. Whether you're caring for aging parents, approaching retirement yourself, or advising clients on estate strategies, this episode is full of wisdom, clarity, and practical takeaways. What You’ll Learn: • How reverse mortgages really work (and common myths) • Ways to use home equity to support a lasting legacy • The emotional side of legacy planning through real estate • Conversations families should be having now to avoid regrets later Reach Kevin Guttman at https://reversemortgagerevolution.com! - There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations in and around your holistic legacy... that is much needed today. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching once a week, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000+ sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content! To book your consultation and start designing your holistic legacy plans with our advisory services with confidence, go to http://www.DesignUrLegacy.com. Are you ready to shape your legacy based on your values? ►Where to follow and listen to Angelina: Twitter: @designurlegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-pod... Facebook: @designurlegacy ---- Thank you for watching this video—Please share it! ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10+ years, Legacy Planning© has coached individuals from the affluent to entrepreneurs of all stages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email: info@angelinacarleton.com (No Soliciting). - DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL. - #reversemortgage #reversemortgages #legacyplanning #financialfreedom #homeequity #retirementplanning #generationalwealth #moneytalks #financialeducation #agingwell #kevinguttman #c2financial #familylegacy

Dating can be fun, but it can also be filled with awkward moments. From a distance, it’s easy to think luck or fate will eventually just step in. But the truth? About half of Americans are statistically single – add a very successful career, investments, a reputation to protect – and many individuals don’t know how to successfully navigate to find a complimentary partner. Without the right knowledge and guidance, it’s the default to stay single or become disillusioned. So how do you, as a highly successful individual, not just fish in better ponds but show up to win – even if it feels vulnerable to ask for coaching or call on an expert? In this podcast episode, hostess Angelina Carleton speaks with NextGen ‘woman in family business’ member Tammi Pickle out of the Los Angeles, California area. Tammi is one of the owners of Elite Connections, founded in 1994, and we unpack what makes dating work well today – both in what needs to stay traditional as well as ‘the swipe’ habit with social media and dating sites. From your holistic legacy to her vision on legacy, tune in to hear an honest take on elite matchmaking, today’s landscape for selective dating, and why finding love still matters. Learn more at https://eliteconnections.com/elite-advantage or https://www.linkedin.com/in/tammi-pickle-36060648. - There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations in and around your holistic legacy... that is much needed today. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching once a week, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000+ sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: @designurlegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-pod... Facebook: @designurlegacy ---- Thank you for watching this video—Please share it! ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10+ years, Legacy Planning© has coached individuals from the affluent to entrepreneurs of all stages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email: info@angelinacarleton.com (No Soliciting). - DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.

Participant or observer? In our path to material attainment, many people utilize ‘force’ to find and create success. But at what expense and is there an alternative? We hear about ascending thru surrender and the value of being ‘still’. Who is it you are going to be regardless of what it is you are going to do? Does your legendary legacy begin with the premise of a destination and what does it look like to arrive at your ‘legacy station’? In this week’s episode, hostess Angelina Carleton sits down with former Mayor Pro Tem Chad E. Cooper to unpack his guiding principle of “May peace begin with me and may I begin with peace” in the 9 characteristics of the fruit of the spirit. From realizing that suffering originates from the stories we create about our feelings and pain to connecting to the full range of our emotions to better serve in our purpose, Chad questions the stories about both the pain as well as the emotions. Tune in to hear how material attainment can complement your legacy vision for when your cup runneth over. -- There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations in and around your holistic legacy... that is much needed today. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching once a week, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000+ sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: @designurlegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-pod... Facebook: @designurlegacy ---- Thank you for watching this video—Please share it! ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10+ years, Legacy Planning© has coached individuals from the affluent to entrepreneurs of all stages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email: info@angelinacarleton.com (No Soliciting). - DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.

Your legacy will include some money but what about the other roles you play to do good for others? In this episode, hostess Angelina Carleton and Professor Meir Statman dive deep into wealth and well-being for the holistic planning of your legacy, exploring how true legacy includes relationships as well as possibly 13 other domains—not just financial success. Join us as we discuss insights from Meir’s book, A Wealth of Well-Being and uncover how behavioral finance shapes the way we think about legacy. You’ll learn: ✅ Why your well-being should be at the heart of your holistic legacy planning ✅ How to realize there are different cultures between classes such as with social events – in your social and cultural capital - so good, long term relationships can be maintained ✅ How to overcome bias and share of your fortune for your best legacy beyond 10 years. Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance" (Wiley 2024). Meir’s research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, and many other journals. The research has been supported by the National Science Foundation, the CFA Institute Research Foundation, and the Investment Management Consultants Association (IMCA). Meir is a member of the Advisory Board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting, and the Journal of Behavioral and Experimental Finance, an Associate Editor of the Journal of Behavioral Finance, and the Journal of Investment Management and a recipient of a Batterymarch Fellowship, a William F. Sharpe Best Paper Award, two Bernstein Fabozzi/Jacobs Levy awards, a Davis Ethics Award, a Moskowitz Prize for best paper on socially responsible investing, a Matthew R. McArthur Industry Pioneer Award, three Baker IMCA Journal Awards, and three Graham and Dodd Awards. Meir received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem. - There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations in and around your holistic legacy... that is much needed today. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching once a week, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000+ sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: @designurlegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-pod... Facebook: @designurlegacy ---- Thank you for watching this video—Please share it! ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10+ years, Legacy Planning© has coached individuals from the affluent to entrepreneurs of all stages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email: info@angelinacarleton.com (No Soliciting). - DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL. - #designyourlegacy #legacy #LegacyPlanning #HolisticWealth #BehavioralFinance #FinancialWellBeing #MoneyAndMeaning #PurposeDrivenWealth #WealthWithImpact #MoneyMindset #EthicalInvesting #FinancialLegacy #meirstatman #Rationalization

A generational legacy strategy isn’t about knowing all the answers—it’s about asking better questions. With $124 trillion about to be passed on to the next generation, where is the education to help you deal with the complex challenges as well as relationships? Are the stories you’re telling yourself helpful or a hindrance? Creating the right team around you, for trust and partnership, can allow you to balance your gifts, wisdom and identity to that of your larger family. And what does the phrase ‘adult in the room’ actually mean? In this episode, hostess Angelina Carleton speaks with guests Jake Morrill and Jonathan Scoonover about how money can expose family fractures just as how a great philanthropic plan can bring forth everyone’s passions. With great abundance comes great responsibility. When you can define what it is you care about in values, focus areas and mission – isn’t this what all of our hard work is for? What is the real difference you would like to make? Tune in for a dynamic conversation about how your legacy could be about anxiety, shouting and outrage or, more trust between people and more families healed. Learn more about Jake at www.gentogenleadership.com. Learn more about Jonathan at https://1010strategies.com. - There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations in and around your holistic legacy... that is much needed today. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching once a week, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000+ sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: @designurlegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-pod... Facebook: @designurlegacy ---- Thank you for watching this video—Please share it! ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the affluent to entrepreneurs of all stages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email: info@angelinacarleton.com (No Soliciting). - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL. - #coachinglegacies #familylegacy #wealthtransfer #wealtheducation #legacy #legacyplanning #emotionalgovernance #governancebestpractices #buildingalegacy #highnetworth #philanthropy #sharedvalues #inheritance #familydynamics #familyoffices #designurlegacy #jakemorrill #jonathanscoonover #angelinacarleton #advisor #advisory #generationalwealth #legacybuilders #legacybuilder #familylegacy #wealthtransfer #estateplanning #familybusiness #familyoffice #PhilanthropyStrategy #FamilyGovernance #nextgenwealth #legacybuilding #highnetworth #wealtheducation #ValuesBasedPlanning #WealthAndFamily #financiallegacy #successionplanning #familytrust #InheritingWealth #legacymindset

A Life Settlement is the act of selling a life insurance policy and is so powerful that a single sale can bring more than six times the cash surrender value (CSV), allowing you to dream again, and develop your legacy vision. So what makes a third party company, known as a LS provider, want to exchange your life policy for a lump sum cash payment? The path to enjoying your retirement isn’t just about minimizing expenses – it’s about worrying less, learning more, and making the best choices. So what if your neighbor cashed in? Today’s episode pulls back the curtain on the fascinating world of life settlements. Hostess Angelina Carleton and guest Rob Haynie explore how life settlements began about a century ago with a US Supreme Court case unexpectedly shaping the insurance industry, why policy holders are beginning to explore this growing trend given the nod from FINRA and what truly makes life settlements a life changer at the number of $842M in 2023 in what consumers received. Along the way, Rob shares his personal legacy thoughts —and whether buying into a settlement is worth it. Listen in for a compelling look at how life settlements are great planning for your legacy future! Learn more about Robert at https://councils.forbes.com/profile/Rob-Haynie-Managing-Director-Life-Insurance-Settlements-Inc/0b363e3e-46db-4405-89dd-6ad2e614862f. - There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations in and around your holistic legacy... that is much needed today. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching once a week, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000+ sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: @designurlegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-pod... Facebook: @designurlegacy ---- Thank you for watching this video—Please share it! ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the affluent to entrepreneurs of all stages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email: info@angelinacarleton.com (No Soliciting). - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL. - #designurlegacy #designyourlegacy #legacy #LifeSettlements #legacyplanning #insurancwealth #selllifeinsurancepolicy #lifeinsurancestrategy #highnetworthplanning #alternativeretirementincome #insuranceplanning #generationalwealth #familyofficestrategies #estateplanning #financiallegacy #wealthtransfer #cashvaluelifeinsurance #lifesettlementprovider #retirementsolutions #innovativeestateplanning #legacyandwealth #dreamagain #monetizeyourlegacy #financialfreedomplanning #retiresmart #createyourlegacy #legacymindset #worrylesslivemore #hiddenwealthstrategies #insurancesecrets #planforthefuture

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. -- There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations in and around your holistic legacy... that is much needed today. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching once a week, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000+ sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: @designurlegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-pod... Facebook: @designurlegacy ---- Thank you for watching this video—Please share it! ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the affluent to entrepreneurs of all stages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email: info@angelinacarleton.com (No Soliciting). - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL. - #wealthwithpurpose #freedomthroughfranchising #investinyourlegacy #legacydrivenwealth #entrepreneurlife #ownyourfuture #smartinvesting #hiddenwealthstrategies #fromcorporatetofranchise #franchiseinvesting #alternativeinvestment #alternativeinvestments #franchisingforwealth #privateequityfranchising #franchiseownership #semiabsenteeownership #buildyourlegacy #businessyoucansell #legacyplanning #passiveincomeideas #franchisewealth #familyofficestrategies #highnetworthinvesting #generationalwealth #franchisestacking #businesssuccession #entrepreneurmindset #corporateexitplan #franchiseopportunities #altternativeassetclass #franchiseopportunity #legacy #legacyplanning #designurlegacy #designyourlegacy

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. - There is an empty space between financial planning and estate law where a professional, Co-Active coach can expand the conversations in and around your holistic legacy planning ... that is much needed today in the avoidance of this topic! Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy leveraging our coaching session once a week, progress follows. Since 2014, Angelina Carleton has advised individuals in over 1,000+ coaching sessions with their holistic legacy vision and plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: @designurlegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-pod... Facebook: @designurlegacy ---- Thank you for watching this video—Please share it! ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the affluent to entrepreneurs of all stages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email: info@angelinacarleton.com (No Soliciting!). - DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL. - #legacy #legacyplanning #entrepreneurhealing #comebackstory #selfworthjourney #rebuildyourlife #healingthroughleadership #personalgrowthjourney #entrepreneurmindset #resilientleadership #lifeafterdivorce #selfcareforleaders #leadershipdevelopment #valuesdrivenlife #purposedrivenlife #purposedrivenbusiness #coachingforsuccess #emotionalresilience #transformyourlegacy #growpastfear #healingentrepreneurs #coachinglegacies #frompaintopurpose #transformyourstory #leadwithpurpose #healinglegacy #growththroughadversity #innerpeacejourney #legacywithmeaning #strengththroughstruggles #selfloveandsuccess #riseagainstories

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! -- There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations in and around your holistic legacy... that is much needed today. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching once a week, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000+ sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: @designurlegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-pod... Facebook: @designurlegacy ---- Thank you for watching this video—Please share it! ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the affluent to entrepreneurs of all stages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email: info@angelinacarleton.com (No Soliciting). - DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL. - #beauthentic #vulnerabilityisstrength #purposedrivenlife #legacythroughaction #leadwithpurpose #truetoyourself #liveyourlegacy #whoareyoureally #dreamtoreality #alignwithpurpose #legacyandimpact #buildyourbrand #personalbranding #legacyplanning #reputationbuilding #holisticlegacy #authenticbranding #entrepreneurbranding #valuesdriven #valuesdrivenlegacy #personalgrowthjourney #identityandlegacy #brandwithpurpose #personalbrandcoach #familylegacy #generationalwealth #wealthandreputation #missiondriven #personalbrandstrategist #personalbrandstory