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What Are Others Designing For Their Legacies?

Ownership Of Your Health For Your Legacy with Kevin Burchler
35:43

Ownership Of Your Health For Your Legacy with Kevin Burchler

Since 1997, SIP Medical Family Office® is committed to protecting what is your real wealth: Your Health. We are one of the world’s leading independent consultants for International Medical Insurance and Health Management, based in Zurich, Switzerland, and with further group companies in London and Liechtenstein that are licensed as medical insurance intermediaries for the EU/EEA and the United Kingdom. We provide a complete range of medical insurance and comprehensive health management services for private clients and executives. For over 25 years, individuals, families and companies as well as their advisors have been relying on our expertise and experience. Our team of dedicated medical and insurance professionals and health advocates helps our clients every day to protect what matters most. If you would like to benefit also from our expertise and experience, please get in touch with us today to learn more about our full range of services and how we can assist you. Learn more at https://thoughtleaders4.com/private-client/private-client-event/sip-global-health-conference-2024/booking - #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.
Legacy Skills: The Fine Art of Communicating with Jake Stahl
29:53

Legacy Skills: The Fine Art of Communicating with Jake Stahl

Feel free to say "no" ... but does it make sense to design your legacy ... if it gives you purpose for your life beyond short term goals? - Once you realize your legacy might be how other speak of you and remember you when you aren’t in the room, you start paying attention. This is where the perfect conversation comes in. Learning to communicate effectively, both in words as well as in your photographs, is the first step to proficiency as well as mastery. For example, a great quarterback (in American football) performs for the winning touchdown has training that is broad and with multiple facets. So too should your holistic legacy planning be broad and with many facets! In this week’s podcast episode, hostess Angelina Carleton speaks with Master Mason Jake Stahl about how your legacy doesn’t have to be specific or singular … as he constantly strives to craft the perfect conversation with those that matter the most in his life. His legacy vision? To be a great parent and spouse for starters … Tune in as he breaks down key strategies to set your conversations up for a win and how you too can listen to what is actually be said, starting with your emails in today's world of artificial intelligence. Learn how you are still smarter than AI, especially when it comes to designing your legacy! Learn more about Jake’s communication insights at https://jakestahlconsulting.com. - Jake is a communications powerhouse and a highly sought-after executive and sales coach on a mission to unlock human potential. Driven by a curiosity for the "why" behind our words and actions, Jake leverages his degree in Psychology and a Master Certification in Neuro-Linguistic Programming (NLP) to craft impactful books and equip business professionals and executives with the tools to shatter performance ceilings. A recognized leader in his field, Jake wears many hats. As a fractional Chief Learning Officer, executive coach, and sales coach, he's empowered 10,000+ individuals across 6 countries to achieve their peak performance. As a public speaker, Jake has connected with audiences in 47 US states and across 6 countries. Best of all, he has a plan for his holistic legacy! - About Legacy Planning(c):There is an empty space between financial planning and estate law where a co-active 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. Our Theme If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey. www.designurlegacy.com!
The Myth of the Silver Spoon with Kirsten Keffeler
01:01:02

The Myth of the Silver Spoon with Kirsten Keffeler

Kristin Keffeler, MSM, MAPP is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.” Kristin is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life (Wiley, 2022), an Amazon bestseller in its category. As the founder of Illumination360 and the Chief Learning Officer for the Denver-based Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her life experience as the daughter of wealth-creating parents and her years of research and private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and uses a lens of strengths to help them to ignite their potential. Keffeler brings a multi-dimensional approach to her work. She earned an undergraduate degree in human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management with a concentration in Public Health from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania. - #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.
Protection and Opportunity For Your Legacy with David Lesperance JD
01:29:17

Protection and Opportunity For Your Legacy with David Lesperance JD

Often, the hardest part of change has to do with when we can no longer look at the world as we wish it to be, we have to look at it as it is. First, there was the pandemic, then US taxation of unrealized capital gains adding to the stress, then a US ultra-millionaire tax by politicians. So how do you arbitrage yourself to exist in different jurisdictions? The US feels different today compared to a decade or two ago … whether it’s political polarization or radical prejudice – when it gets too close to your family’s wealth and well-being, it’s time to consider which country is best if you are a golden goose. Many Americans don’t realize they can only stay in Europe for 90 days. Whether it’s external or internal forces (ie. rivalry for leadership, population management, etc), the world is changing and we won’t even bring up the talk around the 2% billionaire’s tax. In this episode, hostess Angelina Carleton speaks again with David Lesperance JD about second citizenship opportunities as well as protections. When you have a wider view of the world as well as more to lose, it’s smart ‘legacy planning’ to deal with both the immediate and long-term future challenges. When a variety of countries seek your domicile and/or residence, it’s time to tune in to hear why a second or third passport can be your next best investment … especially when compliance now rules the roost in the banking world. Tune in to make the most of your choices, time and family's legacy! - Lesperance and Associates are Trusted International Tax and Immigration Advisors. We Provide Specialized, Holistic and Un-biased Solutions. In the complex world of international immigration, citizenship, and taxation, Lesperance & Associates stands out. As highly respected International Tax and Immigration advisors we pride ourselves with providing our clients with expert advice. We always fully consider our clients’ personal, family, business and succession situations when offering bespoke, holistic solutions. Moreover, Lesperance & Associates never accepts commissions or financial incentives from any Citizenship by Investment, Residence by Investment or Golden Visa type programs. Therefore, our clients can be assured that the advice they receive from our firm is in their best interest. We represent them, and only them — and not ourselves or any foreign government. David Lesperance is one of the world’s leading international tax and immigration advisors. A published author in the field, David’s personal interest in these areas of law grew from his experience working as Canadian immigration and customs officer while studying law. Since being called to the bar in 1990, he has established his expertise with major law firms, his own law firm and as a private consultant. David has successfully advised scores of high and ultra high net-worth individuals and their families, many of whom continue to seek his counsel today. In addition he has provided pro bono advice to many governments on how to improve their Citizenship by Investment, Residence by Investment or “Golden Visa” type programs to better meet the needs of his global clients. David is supported by a team of professionals, some of whom have worked with him since the early 1990s. “In addition to providing immigration, citizenship and international tax advice, my firm is special in the eyes of our clients because of our holistic and integrated approach to address their situations and needs. In most cases, our work is also carried out in close collaboration with our clients’ existing financial, legal and family office advisors – to get the best results.” This holistic approach is best exemplified by the highly specialized Back Up Plans pioneered by Lesperance & Associates. Our innovative Back Up Plans provide a comprehensive and client-focused solution that “plans for the worst…and hopes for best”. Firstly each customized plan is designed to deliver the optimal citizenship, residency and domicile outcomes to our clients and their families. These plans are always based on their unique situations, requirements, and objectives. Therefore our Back Up Plans are aligned with our clients’ financial, family, business situations, their family wealth and personal protection objectives. Moreover they are fully integrated with their existing tax structures and estate planning. Most importantly, each Back Up Plan is meticulously researched, prepared and executed. They are not an “off-the-shelf” citizenship solution proposed by a salesperson or firm working on commission paid by some government program office.
A Legacy Of Faith & Healing Prayer with Rev. Dr. David Chotka
01:11:57

A Legacy Of Faith & Healing Prayer with Rev. Dr. David Chotka

Western capitalism as an enterprise, including the roads on six continents, can be attributed to such entrepreneurs as Ford, Rockefeller and Carnegie. However, what about when money supersedes God in what influences your heart? Do you feel guilt, shame or pride more profoundly than Christ’s love? Do you fear expressing emotions such as hope, peace or the love of God when he pours into your life? Could you be operating out of your wounds compared to your prayer life? What’s the point of your wealth if there’s little to no faith? In this week’s podcast episode, hostess Angelina Carleton speaks with Rev. Dr. David Chotka as to how all of scripture is about designing your holistic legacy. Faith appears more than any other words in the Bible! And God left many stories to transform you from the inside out. What if your legacy planning operated from a basis of love and faith compared to fear and condemnation? The Kingdom of God isn’t just about eating and drinking but rather … peace, joy and righteousness. How are your spiritual best practices intertwined with your business practices ... in designing a legacy beyond your lifetime? Tune in to hear about God’s presence through Dr. Chotka’s healing prayers and legacy plans. - Rev. Dr. David Chotka has his doctorate in Spiritual Discernment from Gordon-Conwell seminary, and has led seminars/conferences nationally and internationally (17 countries). He develops resources and training tools “to equip God’s people for works of service.” His book, “Hey! Are You There? It’s Me—God” has been acclaimed by Jack Canfield (co-author of the Chicken Soup For the Soul books) as “a great read” and “an incredible book.” It gives practical advice on How to Listen, Test and Know When God Speaks. His recently published title, Healing Prayer is God’s Idea, co-authored with Rev. Dr. Maxie Dunnam, is described as a book which makes “something like healing, which can seem complicated and intimidating, simple and accessible…” Purchase his books online at https://bit.ly/chotka. - #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/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats 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 7-Stage Map To Your Legacy Plan with Scott Ritzheimer
31:14

The 7-Stage Map To Your Legacy Plan with Scott Ritzheimer

Leadership as a Founder can make you feel like a star when you’re successful. Other times, it can feel as if you are walking off the edge of the map into the great unknown … guessing what to do next – whether that’s growing, selling or succession. When there’s no map, you search for clues to anticipate what’s next and what’s best before there's the pain of a blind spot. If you don’t read the baseline correctly, you may embarrass yourself publicly in taking two steps backwards to take one step forwards, in order to save face and the vision for your legacy. So how can a coach guide you as you grow forwards? In this podcast episode. hostess Angelina Carleton speaks with Scott Ritzheimer as they explore his 7-step map based on the patterns he’s observed in the last 15+ years of building businesses, non-profits and founder’s careers. Scott will talk about over applying past lessons to the present and how to better optimize your focus for the actual leadership stage you are at. When will you find the time to do it right a second time? A good map gives you reassurance, offers insights and holds you to your vision, which will greatly impact the holistic design of your legacy. Tune in and understand that how you end is just as important as how you began in your broad legacy planning! - Scott has helped start about 20,000 new businesses and nonprofits in the last 15 years. With his business partner, they also started and led a multi-million dollar business through a growth phase over 10 years into the double-digits all. Scott then founded Scale Architects to help founders and executives identify and implement their best strategy, given their business stage and season, to ultimately have them arrive at their legacy vision! If you'd like to lead your business or nonprofit to a visionary legacy in the privilege of what you have built, then Scott’s plan is surprisingly simple. Step 1. Download your FREE copy of the Founder's Evolution e-book. Step 2. Find out what stage you are in, and what your essential strategy is Step 3. Stop feeling like you "should" be doing more, and start doing what you know will create the legacy you desire. Get your FREE copy of the Founder's Evolution at https://www.scalearchitects.com/founders. - #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/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats 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.
Financial Wealth for Women's Legacies with Anna N'Jie-Konte
49:11

Financial Wealth for Women's Legacies with Anna N'Jie-Konte

Are you a woman who feels she is not receiving a fair chance when it comes to being invited to the ‘money table’? Many female professionals and entrepreneurs, whether they are self-made or part of a multi-generational family of wealth, feel as if they shouldn’t be making financial decisions … so they aren’t focusing on it. They may feel anxious about the added levels of complexity as well as the new vocabulary needed to communicate confidently. Simply setting up small habits now is just a start to feeling a sense of belonging to ‘wealth conversations’. You need an investment account for both your retirement and to live your legacy dreams. In this episode, hostess Angelina Carleton speaks with registered investment advisor Anna N’Jie-Konte, MBA, CFP and co-founder to Re-Envision Wealth, a black and Latina founded wealth management firm. Anna shares strategies on how money can be a tool for your legacy and how today’s wealth firms in their business model need to let women and immigrants into the decision-making process so as to not overlook billion-dollar niches. Focusing on women, as 40% of wealth is now being managed by women, accepts the changing demographics and recognizes the very real societal limitations placed on women’s dreams in what they had to give up in the past. Tune in and learn how to turn your money stressors into actionable steps in your financial and legacy wealth building. Learn more about Anna at https://re-envisionwealth.com. - #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-podcast 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/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats 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 Pillars Underwrite Your Legacy? with Chris Ford
01:07:28

What Pillars Underwrite Your Legacy? with Chris Ford

Do you know what an exceptional life looks like, given today’s superficiality and transactional nature? Despite the brevity of life being one of the biggest surprises, you might find yourself still determined to design both a life and a legacy with a clear vision. This usually happens when discipline weighs ounces while regrets weigh tons … making the days expensive. Without a structured framework to show you how to define, develop and execute on a sensible plan, it’s tough to believe a great legacy is possible. So how do you create that roadmap that allows you to maximize your time, talent and treasure? In this week’s podcast episode, hostess Angelina Carleton speaks with Chris Ford, founder of Wingate Capital. They review one of his favorite books, the 12 Pillars, to break down how to set up your priorities right as well as your calendar to find results. Starting with the first six (6) pillars, we discuss how influence is subtle and how each day offers one ‘best’ opportunity so as to not get distracted by the urgent. Listen in and learn how to borrow from this great book and the clues it left behind for your holistic legacy plan of action as a lifelong learner! - Wingate Capital is a Real Estate Private Equity firm that provides investors opportunities to passively invest in institutional-quality, recession-resilient, real estate. Their direct access allows investors to invest alongside experienced operating partners who have a proven track record of delivering attractive risk-adjusted returns. Their goal is to help investors build long-term wealth and passive income streams through a diversified offering of value-add multifamily, self-storage, manufactured home and RV park investments located in growing markets across the U.S. The deals that they fund allow their investors to preserve capital while collecting consistent cash distributions, building equity in hard assets, and benefiting from these assets' appreciation over time. Reach out directly to join their investor club via https://www.linkedin.com/in/christopherlloydford or https://www.wingatecapital.com. - #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-podcast 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/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats 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.
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