Design Your Legacy - Life Lessons

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...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - Daniel is educated in law and diplomacy with academic degrees from Yale, Georgetown, and American Universities. After attaining those degrees, he decided to chase a childhood passion flowing from rock collecting in his native Rocky Mountains. That love led him to earn a Gradua...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - People do not seem to value what makes them intrinsically unique. Yet celebrities and top influencers have teams to distill their best qualities for success. So what do you do if you wake up one morning and you find yourself as an entrepreneur who has gotten off track in who y...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - Imagine getting in your own way, day after day, year after year. Especially after adversity to find yourself living a life of seclusion, going into hiding. Then, your own mother looks at you in horror, which further erodes your sense of self-worth. But what if your legacy isn’...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - Legacy planning is often boring, ineffective as well as too conventional. That’s why the ‘Rising Generation’ change advisors and why fissures can run deep in families, never receiving the guidance and coaching needed for healing. Most advisors adhere to a ‘paper road map’ beca...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - How can high-net-worth individuals and families move beyond traditional luxury travel to create meaningful journeys that ignite personal growth, deepen core values, and leave a lasting positive impact on the world? From connecting with global changemakers to aligning travel wi...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - Imagine if the meanings you gave to your life’s events did not serve you nor your legacy. And yet, there is a book in you that touches upon deep human suffering, universal truths and universal themes, where the content is timelier than you realize. Even if your book could be b...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - We are told things shouldn’t be hard, including the designing of our legacy. That it should be easier. But courage isn’t the absence of fear. And if it’s hard, that can also mean you are growing and things are working. Hard doesn’t have to be scary and with some things, there...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - Foster care. Not belonging. No one to call Mom. Foster Dad shot Foster Mom. Alcoholic foster father whose wife out-earned him. Hid from father due to fear, fear that could be cut like a knife. No sense of identity. Need to be liked. College drinking that turned to 20 years of...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - What inspires someone to design a 100-year legacy plan, or even a 1,000 year plan, especially when the word ‘legacy’ can be overwhelming? And when 80% of the world is only caring about the money, in being ‘money driven’, are you ready for ‘what is waiting for you when you arri...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  -   Your subconscious programming is running all the time. And it determines 90% of your decisions, behaviors and emotions. Even more, there can be limiting beliefs lodged in your subconscious mind that not only stays in your brain all the time, but it doesn’t serve your highest...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - How can gentlemen live an authentic, powerful, and successful life as the model for their fulfilling legacy? Guest Owen Marcus returns for a second conversation on the 'Design Your Legacy' podcast. - At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - What if the handbag you carried made a difference? In today's world of high end Hermes, Gucci and other iconic brands, carrying a luxury handbag—especially one crafted with purpose, like a J. Christophe—is not just about style.  It's about starting new conversations, specifica...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values?  - 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 do...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values? - Women, especially those of color, are underrepresented in executive roles, boardrooms, and high-influence spaces. When they do rise, they may feel added scrutiny as well as an expectation they are supposed to be self-sacrificing. From having their professionalism or intelligenc...

Design your legacy with confidence at www.designurlegacy.com ! Are you ready to shape your legacy based on your values? - Imagine the emotions if you built your legacy around something that isn’t your own. That’s what happens when you ignore the much-needed tool of personal development. Then, add to that stress when your persona gets attacked by others, scrutinized for your every move.  When pride...