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Hosted by legacy advisor Angelina Carleton, each episode invites you to explore the mindset, values, and actions that shape how you’ll be remembered—long after the deal is closed or the...
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Hosted by legacy advisor Angelina Carleton, each episode invites you to explore the mindset, values, and actions that shape how you’ll be remembered—long after the deal is closed or the estate is settled.
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Support the Podcast
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Transcribed
11 JUN 2026 · Gregory Kovsky is the President of IBA (International Business Associates), one of the Pacific Northwest's most established business brokerage and mergers & acquisitions firms, serving entrepreneurs and family-owned businesses for over 50 years. A licensed business intermediary with more than 300 completed transactions across multiple states, Gregory specializes in the sale of manufacturing, distribution, technology, service, education, and industrial companies. He is a sought-after speaker, podcast guest, and media resource on business valuation, succession planning, entrepreneurship, and maximizing value during a business sale.
Learn more at https://ibainc.com.
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.
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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Transcribed
5 JUN 2026 · Leadership, emotional intelligence, and legacy. Many entrepreneurs excel at strategy, efficiency, and performance but struggle to create trust, loyalty, and genuine human connection. Many companies have excellent products and services but fail to differentiate themselves emotionally in the marketplace. Many founders build valuable businesses but lack a framework for preserving values, purpose, and love for their holistic legacy.
In this episode, hostess Angelina Carleton speaks with Sebastian Schelper to discuss how to design your legacy, business and future as a creative fusion of art and science. Tune in to bridge the gap between performance and purpose, precision and humanity, as well as success and legacy!
What is the emotional value of your Legacy?
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Sebastian Schelper is a globally minded business leader and former BMW executive known for combining German precision, innovation, and emotional intelligence in leadership, the customer experience and product design. His work focuses on transforming the human side of business by helping founders and executives align performance, purpose, and meaningful impact. Learn more about Sebastian at https://bqcapital.us as well as https://www.linkedin.com/pulse/how-win-competitive-marketplace-without-fighting-your-schelper-3lo9c/?trackingId=8F1c6UfVSGayzNzyRBW9Pg%3D%3D.
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.
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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Transcribed
29 MAY 2026 · How do transform 250 rural properties in Italy into energy-independent communities built for the future? As rising energy costs, urban burnout, and neglected villages challenge modern Europe, how do you transform a problem into part of your Legacy Vision so that there's renewable energy, ecological construction, and sustainable hospitality for your and other's futures?
In this episode, hostess Angelina Carleton speaks with Foppe Seekles and Nancy Stewart about how innovation and stewardship can work together to create both economic opportunity and environmental impact. Through La Chiave Verde, Foppe and Nancy are not simply restoring properties, villages and choices for discreet buyers — they are helping restore purpose, resilience, and human connection in forgotten regions of Italy. Tune in to explore what it means to 'design a legacy' that serves future generations thru JV partnerships and other creative remedies! If you care about sustainability, regenerative living, or the future of community design, this episode offers an inspiring blueprint for meaningful impact, influence and holistic legacy planning!
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Foppe Seekles and Nancy Stewart are the founders of La Chiave Verde S.R.L., an innovative Italian startup focused on transforming abandoned rural properties into energy-independent, healthy living communities through sustainable technology and ecological design. Based in Calabria, their work blends renewable energy, hospitality, and regenerative development to help revitalize rural Europe while creating a lasting environmental and social legacy.
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.
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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Transcribed
22 MAY 2026 · What happens when a man is fired at 63 and realizes the money he spent a lifetime earning will not last?
In this powerful episode of Design Your Legacy, hostess Angelina Carleton speaks with David Nassief as he shares how fear, uncertainty, and a collapsing financial future forced him to simplify everything he thought he knew about wealth and his skills in building it. Instead of chasing risky trends or complicated strategies, David built a simple “One-Page Wealth Compass” that transformed his financial life and helped him become a millionaire within six (6) years. His story reveals why discipline can beat income, how simplicity can outperform complexity, and why it is never too late to design your legacy. Whether you are 25 and trying to escape the “cubicle-for-life” trap or 55 and worried you started too late, this conversation offers a practical and honest roadmap toward your financial freedom and your legacy!
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Learn more about David at https://onepagewealthcompass.com and https://www.amazon.com/One-Page-Wealth-Compass-Nearly-Millionaire/dp/B0GCNSGRLG.
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.
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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Transcribed
16 MAY 2026 · How do we teach durable skills, such as reflection, as well as create support that allows for 'multiple a-ha moments' for legacies to come to fruition? As today's communities, families, and organizations struggles to prepare the next generation(s) for an ever changing world, many overlook the deeper human qualities that create resilience, adaptability, and 'being comfortable with failure' when navigating rigorous challenges. So how do we invest in K-16 (kindergarten thru age 17) as a strategy for economic and societal impact as well as 'legacy development'?
In this episode, hostess Angelina Carleton speaks with Dr. Jennifer Berry to reveal how and why STEM education as well as a growth mindset begins long before a résumé is ever written. Jennifer shares how collaboration between education, industry, and community ecosystems can transform not only confidence, but contribution and legacies. This conversation challenges listeners to think beyond AI success and consider the kind of support, partnerships and values we are all modeling as well as passing forward. If you care about designing a legacy that strengthens future generations, this episode offers a powerful new perspective!
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https://media.kitcaster.com/jennifer-berry?utm_source=chatgpt.com is the CEO of https://smartlablearning.com?utm_source=chatgpt.com and a transformational leader working at the intersection of education, workforce development, and community collaboration. She is passionate about helping organizations and communities build resilient future generations through innovation, strategic partnerships, and a long-term vision for human potential and legacy. Learn more about Jennifer at https://www.linkedin.com/in/dr-jennifer-berry-9a05113/ and https://www.smartlablearning.com.
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.
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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Transcribed
8 MAY 2026 · Some affluent individuals think the greatest legacy they can pass on is their financial capital, when in reality, it is their 'thinking'. Their intellectual, emotional and spiritual capital. Yet as a society and in our family cultures, it can be easy to avoid regular conversations about all forms of wealth. Even worse, silence around money or the 'internal thoughts in our head' can fracture trust as well as relationships for one or more generations.
In this episode, hostess Angelina Carleton speaks with John Knowlton who has built businesses, advised affluent and helped steward more than a billion dollars in client assets. They speak on how to be as well as raise financially responsible individuals of any and all ages, creating unity and living into values instead of entitlement or tragedy. Tune in to hear how to prepare yourself and those around you for the emotional responsibility of wealth because with a solid roadmap, wealth can strengthen relationships, preserve values, and become a force for good for generations to come.
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John Knowlton is an entrepreneur, author, pastor, and multi-generational planning advisor who helps families build stronger relationships through intentional wealth stewardship and better thinking. After helping grow a wealth management firm overseeing more than $1 billion in client assets, John now works with owner-families to create governance structures, family councils, and legacy frameworks that preserve both wealth and family unity across generations. Learn more at https://www.joinc12.com as well as https://abundantthoughtrevolution.com.
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.
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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Transcribed
30 APR 2026 · Why do so many successful men silently lose their energy, clarity, and purpose—and how can they reclaim their health to also transform every area of their life in 2026? Are there cultural beliefs that decline is inevitable and if so, how can men still restore their momentum, presence, and long-term vitality through intentional lifestyle redesign? Is the greatest legacy a man can leave behind not just financial success, but an example of strength, purpose, and drive he models for future generations?
In this episode, hostess Angelina Carleton speaks with Dr. Stephen Sanders as he draws from his own experience with burnout and rebuilding in front of his wife and children. Together, they discuss science-driven approaches to longevity, hormone optimization, and high performance for men navigating demanding lives. Tune in to hear how physical strength, discipline, and personal agency are not just health goals, but foundational pillars of leadership, stewardship, and lasting legacy!
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Dr. B. Stephen Sanders is a board-certified family medicine physician and founder of Whole Men's Health, where he helps men restore energy, resilience, and long-term vitality through an evidence-based, holistic approach to health and performance. After personally overcoming declining health in his late 30s, Dr. Sanders made it his mission to help men reclaim ownership of their bodies, mindset, and purpose so they can lead more powerfully at home, at work, and in their communities. With more than 15 years of clinical leadership experience, he now leads a nationwide team focused on hormone optimization, metabolic health, lifestyle redesign, and high-performance longevity for men. Learn more at www.wholemenshealth.com.
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.
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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Transcribed
24 APR 2026 · Successful entrepreneurs and investors are courageous heroes—having built significant wealth for themselves and those that lean on them, yet they still face the risks of losing it with tax erosion, lack of liquidity or worse, forced asset or fire sales. Further, things that aren't written down tend to not be well defined. And when will they declare their wishes to others - while alive or during the reading of the will?
In this episode, hostess Angelina Carleton speaks with Steven Bowles, founder of Catalyst Advisory and a former family office advisor, about translating wealth strategies into practical, accessible solutions. We speak about how the ultra-wealthy use tools like strategically designed life insurance, private banking concepts, and family governance systems to protect and grow wealth for 100+ years. Tune in if your parents forgot to tell you about these things at the kitchen table growing up so you can avoid specific pitfalls that cause most families to lose many forms of capital by the second generation!
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Steven Bowles is the founder of Catalyst Advisory and a Chartered Life Underwriter (CLU®) who specializes in helping entrepreneurs, investors, and business owners protect and preserve generational wealth. After spending seven years working inside family offices advising ultra-high-net-worth families, he now brings those sophisticated strategies to successful individuals with $15–50 million in net worth—an often underserved market. Steven focuses on advanced planning strategies including asset protection, life insurance design, succession planning, and tax-efficient wealth transfer.
Learn more at https://catalystadvisory.io.
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.
-
Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Transcribed
17 APR 2026 · Not only do the majority of business owners fail to sell—there's a lack of legacy planning that erodes long-term wealth as well as that Founder's legacy. So how do you shift in your critical focus to “start with the end in mind” so everyone respects the money earned as well as create meaningful relationships? What conversations need to be had so that the 'rising' or NextGen can understand the full picture of success to manage all forms of capital well so resources aren't wasted so quickly? Will it be 'easy come easy go' for future generations, given the shallowness of society we can often feel today? What's the strategy to treat wealth creation and holistic legacy planning as separate pursuits?
In this episode, hostess Angelina Carleton speaks with wealth advisor Stephen Wagner about the hidden risks that arise when business owners delay their legacy planning, including lost enterprise value, relationship and family conflicts, as well as missed opportunities for their 'own contribution' that is much needed. Tune in to hear how intentional planning, emotional governance, and communication can transform your business exit into a meaningful legacy chapter to inspire your days. This episode offers grounded insights for both business owners and their beneficiaries.
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Steven Wagner is a wealth advisor specializing in guiding business owners and affluent families through exit planning, wealth preservation, and multigenerational legacy strategy. As a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®), he helps clients align their financial success with long-term purpose, family continuity, and lasting impact. Learn more at www.iwaplan.com.
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.
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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Transcribed
10 APR 2026 · Many high-achieving leaders are doing everything “right,” yet still feel exhausted by the constant pressure to do more. So how do you design a legacy built not on endless hustle but on sustainable influence that compounds over time? How can clarity, presence as well as boundaries create your legacy plan more than relentless effort?
In this episode, hostess Angelina Carleton speaks with Nell Derick Debevoise Dewey to reveal why the traditional formula for your legacy, or 'being right' based on the past, typically can lead to diminishing returns and personal depletion. She introduces her concept of Systematic Subtraction, an approach that helps people remove what drains their energy so their impact can actually grow. Tune in to design your legacy where you can come alive with your strengths and needs!
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Learn more about Nell at https://www.nell3d.com as well as through a guest pass for listeners to use to get into the paid section of her substack: https://nell3d.substack.com/guestpass
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At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.
Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.
-
Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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Hosted by legacy advisor Angelina Carleton, each episode invites you to explore the mindset, values, and actions that shape how you’ll be remembered—long after the deal is closed or the...
show more
Hosted by legacy advisor Angelina Carleton, each episode invites you to explore the mindset, values, and actions that shape how you’ll be remembered—long after the deal is closed or the estate is settled.
show less
Information
| Author | Angelina Carleton |
| Organization | Angela Carleton |
| Categories | Society & Culture |
| Website | www.spreaker.com |
| info@angelinacarleton.com |
Copyright 2026 - Spreaker Inc. an iHeartMedia Company
