Many people believe that rewards and accolades are enough in life – accumulating external success to never have to feel the past or present – in escaping into the future. But for most founders and entrepreneurs, this dream falls short when tragedy arrives and you find yourself at the choice point of reviewing the movie of life, leading you to make different choices in a second chance and reseting the family history. When no one else is willing to be the leader, you might just find yourself going against the karma of the past in order to design a better future. So what if in force and magnetics, you are left then to draw in different people in the development of your legacy? What if there’s a more realistic and sustainable way to manage your money and build security? In this episode, hostess Angelina Carleton speaks with business owner Alan Lazaros about how “social courage" matters in one’s ability to stand up for their value of a legacy, compared to being a “social coward” in not telling the truth. Alan talks about healing his past trauma in facing his flight, fight and fawn responses and seeing mortality as an emotional experience compared to an intellectual concept. Alan breaks down his journey as well as remedies to help anyone achieve their legacy mission, whether you’re living with “boats and BS” or “abandoned by all” in a lonely achiever’s lifestyle. Tune in and learn how to design your fulfilling legacy plan without sacrificing your identity and dreams! - 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 LEGACY PROGRAM: https://www.angelinacarleton.com/onli... SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retr... 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.

Are you losing sleep over the details? Overthinking and worrying about details that don't matter in the big picture? It takes courage to be honest with yourself, both about what you are good at as well as what it is you actually love ... more than the chasing of money. Especially when the business gets built up to the $30-40M range and it comes time to sell and how you choose to live the rest of your life. So how do you solve the puzzle of how to build a business in today's marketplace as well as design a legacy that allows you to live a full life? In this episode of the "Design Your Legacy" podcast, I speak with Jeremy Parker, a founder who recently sold his business as his consistency compounded over the years. Jeremy talks about how his focus is on the process and how legacy means making yourself proud re: sleeping well at night. Tune in to hear how Jeremy combines his business values with his artistic values to inspire you to do the same with your legacy's vision, no matter your industry or obstacles! - Jeremy's achievements have earned him well-deserved recognition, including being named to Crain's NY 40 under 40 in the Class of 2020. His impact on the business world is further underscored by Swag.com's placement on the Inc 500 list as the #218 fastest-growing private company in 2020 and #368 in 2021. Jeremy is currently incubating a new venture under Custom Ink known as Swag Space. With a visionary goal to level the playing field, Swag Space aims to build a Universal Swag Platform, empowering Promo Distributors, Event Planners, Print Shops, Branding Agencies, Wedding Planners, and aspiring entrepreneurs to effortlessly sell swag to their audiences. Beyond powering the front-end experience, Swag Space handles all aspects of production, warehousing, and distribution once orders are received. Jeremy Parker graduated from Boston University in 2007. Then, in collaboration with his brother David and Jesse Itzler (Co-Founder of Marquis Jet, investor and partner in Zico Coconut Water, and owner of the Atlanta Hawks), Jeremy co-founded an eCommerce platform designed to distribute unique promotion codes through social media influencers’ Facebook and Twitter posts. This platform was acquired by a publicly traded company. Swag.com boasts an extensive clientele, including major players like Facebook, Google, Amazon, Apple, Netflix, Spotify, and TikTok. - 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 LEGACY PROGRAM: https://www.angelinacarleton.com/onli... SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retr... 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.

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 legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! - So you’re a successful business owner or executive. You are busy focusing in on your work that you hardly look up to think about future transitions, the time value of money or organizing all of your data now … to design your legacy. For your peace of mind, you know time passes and the train is coming and yet, you haven’t clarified your road map in your 'trip across the country'. So how do you pay yourself first, stay on top of quarterly tax filings and plan your legacy sooner than later? In this episode of the “Design Your Legacy” podcast, hostess Angelina Carleton speaks with Adam Koos, CFP®, CMT, CFTe, CEPA who is President and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm. Adam speaks about what legacy means to him and what many business owners feel when there is a changing of the guard with any transition, specifically around vision and leadership. Yet, planning ahead of time is key where money can become a unit of choice and your legacy too. Listen in to hear how you too can aspire to design your legacy plan with excellence! - Adam Koós has been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust. Learn more at www.libertaswealth.com. - LOST TRYING TO DESIGN YOUR LEGACY ON YOUR OWN? SUBMIT YOUR QUESTION FOR A CHANCE TO HAVE US COACH ON THE TOP ON A FUTURE PODCAST: www.angelinacarleton.com/podcast BOOK YOUR VIRTUAL SESSION AND TRANSFORM YOUR LEGACY IDEAS INTO A VISION YOU CAN START EXECUTING ON TODAY: www.angelinacarleton.com/sessions IF YOU'RE SERIOUS ABOUT PLANNING YOUR LEGACY RIGHT FROM THE START TO MAXIMIZE YOUR TIME AND RELATIONSHIPS, A SIGNATURE PACKAGE IS FOR YOU! SIGN UP NOW: www.angelinacarleton.com/consultation FIND AND FOLLOW US ON INSTAGRAM: www.instagram.com/designurlegacy/ - 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.

You may have heard the phrase “the stars incline, but they do not compel” in fate vs. freewill. But “location, location, location” may be just as important when designing your legacy as it is with the acquisition of real estate. Many entrepreneurs struggle to align with their higher selves, let alone find peace of mind given the pace we are living at today where stress became normalized. And yet, you might be wondering: How can I find harmony and peace within, if I can’t get to the ideal peaceful places on Earth? In this podcast episode, hostess Angelina Carleton speaks with Indra Rinzler, a seasoned vedic astrologer about how Astro Cartography can help you better design your legacy plans. Indra talks about how most people today want to heal their inner child and personify this intention on the outside, as he shares the four doorways to conscious living. You’ll learn why your Enneagram of Personality matters in your core personality and core triggers and, how to get out of the movie of your life and into the audience to let go of what no longer serves you. Listen in and discover the secrets of how the ‘wheel of life’ can help you better design your legacy in your free will. - 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 LEGACY PROGRAM: https://www.angelinacarleton.com/onli... SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retr... 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.

As a business owner, you know you can feel out of control most times with everything. But what if that loss of control in your business spills over to your internal emotions as well as relationships? If the level of connection with others equals your quality of life, isn’t it time to get some coaching in this area? The secret is stop hurting on the inside and to start feeling good isn’t more achievements or money: it’s simpler: re-evaluate your beliefs as well as existing stories. In the week’s episode, hostess Angelina Carleton speaks with Matthew Stafford, a business owner who has seen $800M in sales through conversions and optimizations. They discuss how anger can mask fear of loss as well as confusion in how many intellectuals can think vs. feel their feelings. Yet, Matthew doesn’t shy away from doing the internal work and paying it forward in the conscious planning of his legacy. Whether you're an Ecom Guru or a young entrepreneur, tune in and learn how to create true connections so your legacy is based on conscious stories compared to living out reactionary stories! Find more info about Matt at https://buildgrowscale.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 LEGACY PROGRAM: https://www.angelinacarleton.com/onli... SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retr... 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.

Here's a wakeup call and warning: Lack of exercise affects your sense of purpose and ... purposeless is often at the foundation of addiction. Then, when you rely on other’s labels of you, these labels can serve as the excuse to not design your legacy in taking agency because it’s easier to cop out. So who are you when all of your resources are depleted? How you manage yourself, physically and emotionally, is the high wire act that literally develops or sabotages your legacy plan. Thankfully today, we recognize we have the power to influence our body, mind and nervous system, and there are key steps anyone can take to stay emotionally driven and not sell yourself short. In this week’s podcast, hostess Angelina Carleton speaks to Joseph Malone, a former US MARSOC Marine (who served in Special Operations) who is now a business owner with a vision. Their legacy conversation covers how Joe has tapped into ‘personal development’ in order to overcome brain injuries, concussions, homelessness, suicide attempts, cocaine use, oxicotton, and growing up alongside Chicago’s mafia to now be smart, organized and healed. You’ll pick up realistic tips from Joe’s experience and learn how he leverages the law of vibration to serve others. If you feel like so many entrepreneurs do – left to wallow in your own tragedies re: past events – be sure to catch this episode and discover that everything is energy and how you can transform your energy now to begin designing 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). - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/onli... SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retr... 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.

What does it take to capture your family’s best memories? It’s easy to think of your legacy only in terms of assets and image. But that belief around only money, or materialism, can leave you empty – feeling lonely when we as humans need and find meaning through connection. But what if your greatest wealth lies in dusty boxes filled with decades of photographs as well as online images that just require organization and an artistic touch? The truth is, you came from love and were born into love no matter your family’s struggles against all odds. In this week’s episode, hostess Angelina Carleton speaks with Haleh Shoa, Founder and CEO of Picturli in Los Angeles, CA (USA). They talk about how we are wired to know where we come from, even if the human experience is joyful and bittersweet. Haleh shares profound insights about what happens when her clients see well-organized albums, as well as gallery walls, slideshows and a variety of other formats... in what it means to plans for the next 7 generations in love. We are reflected in our ancestors, and vice versa. She unveils how to make your photos really safe as well as the benefits of being connected to your past. Tune in and hear the holistic legacy Mrs. Shoa would like to design as well as the core values she incorporates so you too can feel inspired as a business owner, entrepreneur and legacy aficionado. - To connect with Haleh Shoa, the CEO and founder of Picturli, or to receive the 7-step guide to organizing and archiving your photos, please visit www.picturelifecurated.com You can also follow them on these social channels: www.intagram.com/picturli www.facebook.com/picturli www.linkedin.com/in/halehshoa - 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 LEGACY PROGRAM: https://www.angelinacarleton.com/onli... SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retr... 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.

The enemy of holistic legacy planning is not having a plan. Not only is this true if you are in the early stages of growing your wealth or if you are in a multi-generational family of wealth. But how many times do we put off the difficult conversations around money, mortality or even balancing checkbooks? That kind of bobbing at sea can leave you to figure out your legacy plans the same way your parents did, without a lot of support. In this week’s episode, hostess Angelina Carleton speaks with Andrew Van Alstyne, an investment advisor representative and fiduciary about the five forms of capital (spiritual, social, intellectual, human and lastly, financial). He also talks about the five biggest problems we are facing today: not wanting to outlive one’s financial capital, concerns around complacency for the next generations in how they will build upon prior intellectual capital, control from the grave through wills and trusts, women as the beneficiaries of wealth with $31T to be passed in the next decade and their questions of ‘what to do next?” as well as how to create a family bank. What’s at stake is the human capital so as to not create ‘country club kids’. Tune in to hear more, including how Andrew is designing his holistic legacy vision! Learn more at https://forfiduciary.com/meet-andrew-van-alstyne. - #advisory #legacyplanning #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). - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/onli... SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retr... 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.

Does facing your family’s "four horsemen of the apocalypse" make you want to rather have a drink, go shopping or eat as an escape? We’ve all been there! We all want to feel safe in our relationships but how do you define these words, along with power, money or even communication when it comes to our rules, biases and what we are willing to fight for. It’s easy to think that financial security creates emotional security, but it doesn’t. Even if you have the best governance documents, how can you design a legacy when you haven’t had the vulnerable conversations when it comes to what you tell yourself internally as well as family dynamics? In this podcast episode, hostess Angelina Carleton speaks with Francesco Lombardo of Veritage about how we can fight for our biases, including “the cottage”, what all of it represents based on our perspective of biases. All you need to understand is that there are multiple examples of best as well as worst family traditions that play out until we consciously choose to create new emotional traditions. Tune in to hear about the four horsemen for your holistic legacy design as well as how Franco is diving with the sharks in developing his legacy’s vision! Learn more about Franco at https://veritage.ca/. - Veritage, and its founder Francesco Lombardo, exist to build trust and respect with family owned businesses through a holistic approach combining the past, present and future generations. We connect hindsight, insight and foresight to enable family-owned businesses to create a meaningful, purposeful and sustainable legacy. Veritage's process and program is multidimensional and works with families to build healthy and emotionally safe relationships. Through our unique and highly personalised model, families are able to move from a place of disconnect and disharmony to a place where they can flourish for generations to come. For more than 20 years, Francesco Lombardo has been a family business advisor to some of the world’s most successful and affluent families. His early years spent in the corporate world, in tandem with his own journey of emotional self-discovery, gave Franco a deep insight into the unique pressures facing high-net-worth families and the complexity of not only sustaining their financial wealth, but their emotional wealth. - #advisory #legacyplanning #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). - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/onli... SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retr... 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.