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01.

Emotional: Decision fatigue, fear of making mistakes, stress, dis-satisfaction, second-guessing, avoidance of shame or uncomfortable topics hindering confidence. 

02.

Relational: Power struggles, entitlement issues, resentment, family fractures, lack of mentoring/mentors, ability to articulate values, vision and wishes, leading to discord or misinterpretations.

03.

Strategic: Structures to stay focused on best habits and practices so critical work gets finished v. procrastinated, ideas for long-term impact ... legacy is more than wealth, it's influence.

Humanistic Capital. Emotional Capital. Legacy Capital.
The Connected Gentlemen's Guide to Legacy with Owen Marcus
01:05:43

The Connected Gentlemen's Guide to Legacy with Owen Marcus

How can gentlemen live an authentic, powerful, and successful life as the model for their fulfilling legacy? - Since 2014, Angelina Carleton has advised and coached 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.
From Loss to Legacy: A Widow's Journey with Michelle Hensley
01:05:35

From Loss to Legacy: A Widow's Journey with Michelle Hensley

How do you rebuild as a widow, after age 50, when you have been out of the workforce over a decade and there are two teenagers at home? What if there are funds for other sectors of society, but “the widows” are left in quiet loss having to figure it out on their own so they don’t become impoverished in 3-5 years? What if a woman still wants to plan her legacy, even if her husband is no longer around? How does she find her sea legs again? In this episode, hostess Angelina Carleton speaks with Michelle Hensley, a former pastor’s wife in Orange County, California (USA) to unpack how she leveraged her 3:30am prayer time for ideas when she was left alone, unable to relate to married couples and having to find a new way forward. They contrast her success today to the many emotional as well as financial challenges as stepping stones. Tune in to hear how determination allowed for her $300,000+ plus luxury gift wrapping business that serves clients such as Versace, KKW Beauty (Kim Kardashian), Coach, Justin and Hailey Bieber as well as The White House. Transform your losses into win’s and design your legacy by picking up those pieces and discovering all types of resources! Learn more about Michelle at https://www.michellemhensley.com. -- Since 2014, Angelina Carleton has advised and coached 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.
When The Founder Becomes God with Chris Koenemann
01:08:01

When The Founder Becomes God with Chris Koenemann

When a founder becomes the center of everything, legacy turns into idolatry. In this bold and soul-stirring episode, we confront the hidden power dynamics in wealthy families and founder-led businesses—where ego, control, and unchallenged influence can quietly sabotage succession and connection. In this episode, hostess Angelina Carleton speaks with Chris Koenemann, a former Catholic monk and priest turned family advisor, joins us to explore what happens when leadership crosses into worship—and how the power of grace can redeem even the most personality-driven legacies. If you’ve ever wondered how spiritual wisdom meets family enterprise, this conversation will challenge and inspire you to reimagine legacy from the inside out. Learn more about Chris at https://www.chriskoenemann.com. - Since 2014, Angelina Carleton has advised and coached 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.
The Laws of Physics for your Legacy with Jay Hughes Jr., Esq.
01:21:04

The Laws of Physics for your Legacy with Jay Hughes Jr., Esq.

Millions of people around the world will receive a meteor, known as an inheritance or the invitation to succession. But will these recipients be ready to receive what’s coming? And will it be a transfer or a gift? Money is difficult because no nice person will speak of it … so how do we decide to make the journey together in the art of governance and joint decision making? And how do our decisions intentionally enhance the lives of others … as well as our and their legacies? When consciousness isn’t present, mother nature wins. In this episode, hostess Angelina Carleton speaks with James (Jay) Hughes Jr., Esq. about social compacts, the liberation of energy in the entropy that catches many families off guard (in the laws of physics) as well as the role of the second generation. They explore the metaphor of vortexes and black holes in the context of enabling families to flourish by their view of themselves as more than their financial capital. You’ll hear about the distinctions between the power to love compared to the power over love, in the choices we have to enhance other’s lives. Tune in to understand how important it is to consider the nature and condition of the ‘human being’ before there’s an eternal gift as well as the two important questions for your trust indenture. - Since 2014, Angelina Carleton has advised and coached 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.
Reclaiming Connection: Owen Marcus on Designing Your Legacy
01:01:44

Reclaiming Connection: Owen Marcus on Designing Your Legacy

Men’s bodies have built the railroads and gone to wars in being expendable, so when was there a chance to learn ‘worth beyond performance’? And how do you pass on the skills around connection if you don’t even know them yourself? Men can often disassociate in a freeze response than risk being vulnerable – even if the collateral damage of sabotaging his own personal development then rolls onto his family – the unintentional default of a legacy that still has an impact on himself and society. So how do you get a man to reconnect to what it is he really wants, not just what others want of him? What if the ‘secure attachments’ men can offer others in relationships is their legacy gift and it is free? In this week’s episode, hostess Angelina Carleton speaks with Owen Marcus as they unpack the biggest obstacle of not ‘feeling good enough’ in the belief that “it will work for others, but it won’t work for me” – whether it is designing one’s legacy or finding happiness in authenticity. And the older men get, their beliefs can often become their emotions. Owen reveals as how self-connection is the starting point – especially as men ask if “they can win at this?” You’ll learn what works, what doesn’t work and how to start today. Tune in to find out how this knowledge can work for you and how you can avoid a tragic life. -- We help purpose-driven individuals align their wealth, values, and impact—so they can live fully now and leave nothing important unsaid or undone. Through coaching and advisory, we turn legacy from a legal or financial afterthought into a living, intentional design. Because the best legacy isn’t what you leave behind—it’s what you live into. 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.
The Story of Hikari Senju’s Legacy Blueprint: Bettering Humanity
49:30

The Story of Hikari Senju’s Legacy Blueprint: Bettering Humanity

At a time when tools outlive their creators, can your legacy live on? Similar to Chuck Fenney of the Duty-Free stores in airports, who pioneered giving while living, how can you help others as well as human progress? You may have written a business plan in your lifetime, but have you written a “legacy manifesto” in answering the questions of: 1) Did I live a life of service?; and 2) Was I self-actualized in delivering my mission? There’s an element of pride in planning one’s legacy, as people are drawn to what it is they can control, yet for many innovators – they have a great career paired with a terrible personal life. In this episode. hostess Angelina Carleton speaks with Harvard graduate and founder Hikari Senju to discuss Generative AI and what it can do for entrepreneurs in democratizing growth. He states ‘creativity is the most important lever for growth’, not discounts, but for many entrepreneurs, they never know which half of their ad budget actually works. If one can’t retain high priced ad agencies, the good ideas that can come from anyone, anywhere … never reach market. So what is the remedy in honoring the struggle of and empowering entrepreneurs? Tune in to hear how to solve for “ad fatigue” in today’s attention span of 1.5 seconds as well as the 3 values that drive Hikari’s legacy! Learn more about Hikari at www.omneky.com. - We help purpose-driven individuals align their wealth, values, and impact—so they can live fully now and leave nothing important unsaid or undone. Through coaching and advisory, we turn legacy from a legal or financial afterthought into a living, intentional design. Because the best legacy isn’t what you leave behind—it’s what you live into. 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.
Wayfinding Through Faith & Tech: Ben Johnson's Journey to Legacy
56:38

Wayfinding Through Faith & Tech: Ben Johnson's Journey to Legacy

When it comes to designing your legacy plans, there's one thing you could be doing to start ... especially if you are a person of your word, but aren't. So what's holding you back? Does your heart favor the ineffective, such as anger, despair, fear or foolishness... when squeezed by the circumstances of life? In this podcast episode, hostess Angelina Carleton sits down with Founder & CEO Ben Johnson of Particle41 to talk about how "way finding" starts with what's going on in the heart and mind. And how kindness is more important than 'being nice' as it confronts how we think and what we believe vs. avoidance.Tune in to hear how most folks end conversations with niceness and not go deeper in kindness for the win/win of everyone's legacy. Learn more about Ben at https://particle41.com. --- We help purpose-driven individuals align their wealth, values, and impact—so they can live fully now and leave nothing important unsaid or undone. Through coaching and advisory, we turn legacy from a legal or financial afterthought into a living, intentional design. Because the best legacy isn’t what you leave behind—it’s what you live into. 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.
Reverse Mortgages Preserving Your Legacy with Kevin Guttman
50:37

Reverse Mortgages Preserving Your Legacy with Kevin Guttman

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
The Family: House of Carleton
13 Generations in America: Heritage
Your Legacy Plan:
A gift for the next 100, 500 or 1,000 years
for the reasons of "service to others" or preservation of your family.
The School Of Legacy:
Online Course Coming Soon
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