Design Your Legacy - Life Lessons

What are the unique pressures facing today’s affluent families, where complexity—not lack of resources—is the true adversary?  Rising wealth fragmentation, global mobility, and multi-jurisdictional assets have made succession planning more overwhelming than ever. Affluent individuals often find themselves isolated, unsure whom they can trust, and hesitant to discuss money, purpose, or legacy—even...

In a world where wealth is growing faster than wisdom, affluent individuals as well as families face an invisible crisis: How do you turn prosperity into purpose — and build a legacy that transcends geography, politics as well as generations? In this podcast episode, hostess Angelina Carleton speaks with Naava Mashiah, a global connector and CEO of ME LINKS, known for mobilizing capital across Isr...

Most individuals and families want to pass on more than money, but legacy is slow food for the soul — it requires intention, preparation, and steady nourishment. Like sex education class, talking about your legacy can be awkward — but avoiding the discomfort only guarantees confusion later. In this episode, hostess Angelina Carleton speaks with Simon Holzapfel of CrowBox Partners to reveal why you...

Most affluent individuals excel at building wealth but struggle to build emotional continuity, because unprocessed trauma quietly drives control, perfectionism, and isolation. In this episode, hostess Angelina Carleton speaks with licensed therapist and TEDx speaker Marcy Pusey about how unresolved pain becomes an unintentional legacy that gets passed down through silence, avoidance, and emotional...

In multi-generational families of wealth, dyslexia can quietly challenge the very ideals of achievement, confidence, and continuity. A child who struggles to read may internalize shame or feel they’ve disappointed the family. Parents, driven by high expectations, often oscillate between guilt and overcorrection—seeking to fix rather than understand. Grandparents may misinterpret the struggle throu...

Many affluent parents struggle with teaching their children the true value of wealth beyond material possessions. Without guidance, kids can grow up thinking money alone defines success, missing out on lessons in generosity, gratitude, and emotional richness. So where do you start … so your legacy can be passed on as well as your values, alongside their personal development beyond consumerism?   I...

Many business owners waste money on marketing that looks good but doesn’t actually bring in qualified leads — Wes Towers knows why. For over two decades, he’s helped builders and trades cut through the noise, turning their websites and SEO into tools that earn market share and generate steady work. In a world drowning in digital fluff, Wes shows founders how to stand out authentically and connect...

Many affluent individuals want to leave a meaningful legacy, but they often feel overwhelmed by the complexity of wealth, taxes, and family dynamics. So what are the hidden challenges wealthy individuals and families face, from the “No Talk Rule” around money (as the #1 reason around financial failure) to fears of not having enough, and fears around ‘doing the wrong thing’. What are a few steps to...

Many individuals families want to secure their retirement and also pass on a meaningful legacy , but the fear of outliving money or leaving loved ones unprepared can feel overwhelming. For older generations, echoes of the Great Depression and Dust Bowl have shaped how we view money—through the lens of scarcity and survival. In this episode, hostess Angelina Carleton speaks with Laura Phillips on h...

How do you shift from focusing on loss to being able to move past grief to see the joy and beauty each day? We know processing emotions is difficult but what’s worse is sweeping it under the rug when the rug is only so big. So how do you move the energy trapped within you, caused by stress, grief or loss, so as to be grateful and present compared to checking out? There are many forms of escape as...

What if men asked women more often to join boards, in trusting they can handle it, and women trusted themselves more in their experiences and skills ... to show up and become board members in the design of their legacies? And how is unconscious bias getting in the way when we look at examples of the Finnish Prime Minister vs. the Australian PM? Why do so many women all over the world get left out...

Parents traveling with young children often face the stressful reality of rideshares and taxis without car seats. In 2016, Nelson Nigel saw this firsthand as an Uber driver and recognized the risk families were forced to take... even before app's were well known as they are in 2025. Instead of waiting for another to lead, he chose to act as a pioneer, creating apps such as Kidmoto (under "Moto Nat...

Many women stepping into philanthropy face common but rarely discussed challenges: uncertainty about how to give effectively, lack of confidence in navigating male-dominated financial structures, and difficulty finding trusted advisors who truly honor their values and vision. Add to this the pressure of balancing family expectations with their desire to lead boldly, and the path to creating a mean...

For too long, venture capital has been a game reserved for the elite—where only accredited investors with deep pockets get access to the most promising startups. But what happens when you challenge that system and design a future where everyone can participate? In this episode of Design Your Legacy, host Angelina Carleton sits down with Gerry Hays, JD, founder of Doriot, to discuss how he’s tearin...

Few agents, lenders, or brokers can communicate in sign language, forcing reliance on interpreters who may not always be provided. On top of that, closing documents are full of legal jargon. Without clear, accessible communication, deaf/HoH clients risk signing documents they don’t fully understand. In some scenarios, interpreters aren’t offered at all, or those provided aren’t trained in legal te...

Individuals as well as families don’t know how to articulate their stories. We all have extraordinary experiences and insights, but we struggle to capture them in a way that’s compelling and coherent to create the through-line—the “golden thread”—whether that's now or for 10, 100 or 500 years from now. Add to this lack of clarity the fear of vulnerability as well as oversharing. So how do you bala...

If you do not believe you are enough, you will never believe you have enough. Or are doing enough. So then how do you get to your mindset of abundance in order to discover ‘what matters most’?  The challenge is not just getting your paperwork in order —it’s about aligning decisions for how you would like to contribute to the world when feeling worthy and whole.  Especially when there’s unresolved...

Christian LeFer is the Founder to Instant Nonprofit. He speaks about nonprofits and social enterprise topics based on his track record of starting almost 3,000 US 501(c)3organizations, in addition to 30+ years of writing and fundraising for myriad causes. He believes social enterprise founders are the superheroes of today's new era. Christian also believes in empowering people to live their purpos...

People are often expected to make good decisions in many areas of life, as well as business, when they have no training. So what if your knowledge can be distilled into a manuscript knowing that less than 7% of society publish a book? When traditional publishing houses only carry so many titles a year, how about hybrid? Who are you not to share what it is you know as a part of your legacy vision?...

David Hrizak is a seasoned real estate investor, fund manager, and visionary entrepreneur with nearly 30 years of experience in the commercial real estate space. Based in Arizona (USA), David is the co-founder and CEO of Streamline Capital Group—a private real estate firm focused on helping high-income professionals, including doctors, athletes, and business leaders, build tax-efficient, passive i...

In this thought-provoking episode, William Bissett joins to explore the deeper meaning of legacy beyond numbers, metrics or AI. With years of experience guiding high-net-worth individuals and business owners, William shares how true legacy planning includes passing on values, tough love and confidence—not just financial assets. We discuss why legacy should be a living, ongoing design process, the...

What if the sale of your business could be more than a transaction — what if it could be a transformation for your legacy planning? And how do you elevate human flourishing so as to protect the legacies of all involved?   In this podcast episode, Angelina Carleton speaks with Kevon Saber, a values-based entrepreneur and founder of Legacy Outcomes, an elite M&A firm helping sellers transition t...

🎧 Subscribe, rate, and share this episode if our content inspires you. Your legacy is waiting—let’s design it together: www.designurlegacy.com! - In this episode of Design Your Legacy, hostess Angelina Carleton welcomes Laura G. Patac—a global business leader, storyteller, and transformation guide whose career has spanned seven countries across five continents. With over 25 years of experience in...

Food is the love language for many people. So, what do you do when you find yourself, or those you care about, going blind? How do you maintain your dignity as well as identity, if you lose a major part of yourself and are no longer able to make that “New Year’s Eve” soup or that Hanukah dinner? And we won’t even bring up grilling on the BBQ!  It’s then easy to socially isolate and become depresse...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - What are the emotional and psychological challenges faced by members of the "rising generation"—often overlooked in traditional legacy and wealth planning? What could be a new perspective on legacy building, centered not just on financial capital, but on the flourishing of hum...