There can be agonizing fear and uncertainty of what will happen to a child with disabilities once their parents are no longer able to provide care, advocate for them, and navigate complex financial and benefit systems. But ... what if you could realize 'Legacy' is your decision and within your control when you are deliberate ... even if there has to be the design of two plans? In this episode, hostess Angelina Carleton speaks with Ryan Platt to discuss the realities of legacy design for families who need to think and plan with greater detail of 'what life will look like in the future'. They explore why financial and estate paperwork is only the beginning and how true preparedness involves a wider strategy. This conversation is essential for any parent looking to bridge the gap between current assets and future needs as each timeline is unique. Tune in to learn about the nuances of special needs planning as well as the advantages of a 'Special Needs Trust', ensuring your children are protected and supported after you are gone! Learn more at https://aspecialneedssupport.com and https://aspecialneedsplan.com. - To book your first consultation and to start designing your holistic legacy plan with clarity and accountability, visit http://www.DesignUrLegacy.com or www.AngelinaCarleton.com. 🌐 LET'S CONNECT 🔹 Website: https://www.angelinacarleton.com/ 🔹 Facebook: https://www.facebook.com/DesignUrLegacy/ 🔹 Twitter: https://twitter.com/DesignUrLegacy 🔹 LinkedIn: https://www.linkedin.com/in/angelinacarleton/ 🔹 Pinterest: https://www.pinterest.com/angelinacarleton/ 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/design-your-legacy/id1562218846 🔹 Email: info@angelinacarleton.com 👇🏻 Don't Forget To SUBSCRIBE 🔥 https://www.youtube.com/channel/UCb2u4Pq48Flf7urj5JI80Tg/?sub_confirmation=1

Every ambitious leader wants to build a meaningful legacy, but most fall into the trap of measuring success solely by their balance sheet. In this episode, former pastor turned serial entrepreneur Matt Estrin reveals the hidden cost of ignoring your spiritual, social, and human capital when chasing business growth. Having launched 477 Distilling and six other companies, Matt steps in as our guide to share the raw, hard-won lessons from his book, I Know the Owner. He lays out a clear, repeatable roadmap for aligning your core values with aggressive entrepreneurial execution so you can scale without selling your soul. Without this holistic approach, founders risk achieving financial wealth only to wind up relationally and spiritually bankrupt. Tune in to discover how to intentionally design a whole-life legacy that creates true generational impact far beyond the bottom line. - To book your first consultation and to start designing your holistic legacy plan with clarity and accountability, visit http://www.DesignUrLegacy.com or www.AngelinaCarleton.com. 🌐 LET'S CONNECT 🔹 Website: https://www.angelinacarleton.com/ 🔹 Facebook: https://www.facebook.com/DesignUrLegacy/ 🔹 Twitter: https://twitter.com/DesignUrLegacy 🔹 LinkedIn: https://www.linkedin.com/in/angelinacarleton/ 🔹 Pinterest: https://www.pinterest.com/angelinacarleton/ 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/design-your-legacy/id1562218846 🔹 Email: info@angelinacarleton.com 👇🏻 Don't Forget To SUBSCRIBE 🔥 https://www.youtube.com/channel/UCb2u4Pq48Flf7urj5JI80Tg/?sub_confirmation=1

A first-generation wealth creator has to move from offensive to defensive, but there’s a rarely a legacy playbook to tell them that. A founder builds something entirely from scratch through grit, intuition, and personal sacrifice. Then comes the paradigm shift from mastering the art of offensive strategy: taking risks, absorbing hits, funding prototypes, and surviving business turbulence to learning defensive strategy. How do they move from the engine that drives all financial and operational momentum to designing a fortress that outlasts them? In this episode, hostess Angelina Carleton speaks with inventor Jeanine Lum about her intellectual property (IP) and journey as an entrepreneur. Legacy isn’t just a bank account; it’s a patent, a brand, and a new standard. Tune in to hear how she will now consider new avenues of opportunity as well as growth. How will her IP and licensing agreements be managed, protected and monetized to provide for her heirs without requiring them to operate the business or contracts themselves? Will she bring her grandchildren into the business to teach them her work ethic and pass down her resilience and grit -- the actual asset that made all of it possible--to experience the struggle of starting from an idea? Hear from the matriarch that defied the odds time and again!   - Jeanine Lum is the inventor and founder of 3rd Bottle®, a patent-pending wine transport system designed to protect fine wine from heat exposure and travel shock. Drawing on a diverse career as a former Los Angeles County Sheriff’s Sergeant, flight attendant, commercial construction founder, and WSET II wine certified expert, she uses her unique background to question accepted industry norms and engineer practical solutions. Today, Jeanine speaks and consults on innovation, resilience, and licensing, inspiring entrepreneurs to build lasting legacies by turning everyday frustrations into game-changing opportunities. - To book your first consultation and to start designing your holistic legacy plan with clarity and accountability, visit http://www.DesignUrLegacy.com or www.AngelinaCarleton.com. 🌐 LET'S CONNECT 🔹 Website: https://www.angelinacarleton.com/ 🔹 Facebook: https://www.facebook.com/DesignUrLegacy/ 🔹 Twitter: https://twitter.com/DesignUrLegacy 🔹 LinkedIn: https://www.linkedin.com/in/angelinacarleton/ 🔹 Pinterest: https://www.pinterest.com/angelinacarleton/ 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/design-your-legacy/id1562218846 🔹 Email: info@angelinacarleton.com 👇🏻 Don't Forget To SUBSCRIBE 🔥 https://www.youtube.com/channel/UCb2u4Pq48Flf7urj5JI80Tg/?sub_confirmation=1

Every family carries a deep well of history, yet few heirs ever receive a clear 10-point checklist detailing the define-and-shape war stories and pivotal moments of their parents or grandparents. To make matters worse, patriarchs and matriarchs often remain silent about their knowledge, leaving children unprepared to navigate their evolving legacy. As an impending $124 trillion wealth transfer hits incoming generations like a massive barge crashing into a small boat, many individuals find themselves as "Accidental Millionaires" lacking direction. While the duty falls on the heirs to steward these assets wisely, most simply do not even know the right questions to ask. In this episode, hostess Angelina Carleton speaks with John Link about understanding what happened in a loved one's life and why they made their choices as one of the greatest gifts parents can share—like one of the seven wonders of the world. By choosing to "say the quiet parts out loud," parents can move beyond uncontrollable market forces and transfer their core decision-making mindsets to the next generation. After all, high-net-worth individuals utilize a deliberate, structured process for making decisions, because a well-crafted legacy plan will outshine a default or non-existent one. Tune in as we discuss how structured conversations and thoughtful fiduciary guidance can turn a chaotic wealth transfer into an empowered, multi-generational legacy! - Disclaimer: John Link is an Investment Adviser Representative with Royal Fund Management, LLC, an SEC Registered Investment Adviser. This content is for informational purposes only and does not constitute personalized financial advice. Full disclosures will be provided at the end of this video. Advisory services are offered through Royal Fund Management, LLC, Link Wealth Mgmt. Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through (Link Financial). Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. The information should not be construed as an offer to buy or sell or a solicitation of any offer to buy or sell securities mentioned here. This presentation should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the advisor as of the date of the presentation and are subject to change. Past performance may not be indicative of future results therefore, no current prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Royal Fund Management LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Content was prepared by a third-party, unaffiliated provider and is not the product of the adviser or Royal Fund Management LLC, and should not be regarded as a complete analysis of the subjects discussed. Language used by the third-party that appears promissory should be considered as mere marketing hype or hyperbole, and the reader is reminded that there can be no guarantees or assurances or any particular outcome. Although we believe the content is reliable, it is not guaranteed as to accuracy and is not intended to be the primary basis for investment decisions. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. All information and ideas should be discussed in detail with your Investment Adviser Representative prior to implementation. - To book your first consultation and to start designing your holistic legacy plan with clarity and accountability, visit http://www.DesignUrLegacy.com or www.AngelinaCarleton.com. 🌐 LET'S CONNECT 🔹 Email: info@angelinacarleton.com 👇🏻 Don't Forget To SUBSCRIBE 🔥 / @your-legacy

When a part of our identity isn’t developed for an expanded legacy, the weight of responsibility that comes with wealth can weigh heavy as well as unspoken. “What if I am wasting what someone else created, that I didn’t work for? I don’t know what I am supposed to do with all of this”. All of it can feel fleeting in the wind or we can find ourselves storing up for the tomorrow that is not promised. We all want our journey to end with fulfillment, but what if we could buy our way into access re: opportunities? In this episode, hostess Angelina Carleton speaks with former pastor Kenneth Kollasch about reinvesting the equity of tangible success back into the equity of spiritual, emotional and mental success in what we will carry for eternity. When we skillfully invest into relational capital for the objective of duplication, we grow in our personal development as well as our skills as a ‘shepherd’. Tune in to hear how you can move from surface level tangible destination points in your Legacy Plan to spiritual health given your talents! - As a 3rd-generation entrepreneur, Kenneth Kollasch grew up witnessing firsthand both the incredible potential and the grueling demands of family enterprise. Drawing on his background as a former pastor, he brings a deeply compassionate, purpose-driven perspective to helping business leaders align their operational goals with timeless spiritual values. Having spent over 14 years navigating business leadership, franchising, and coaching, Kenneth has a unique gift for bridging the gap between marketplace performance and meaningful, multi-generational stewardship. Today, as a certified business coach, he helps entrepreneurs transform their operations so they can build a lasting legacy that thrives both at work and at home. - To book your first consultation and to start designing your holistic legacy plan with clarity and accountability, visit http://www.DesignUrLegacy.com or www.AngelinaCarleton.com. 🌐 LET'S CONNECT 🔹 Website: https://www.angelinacarleton.com/ 🔹 Facebook: https://www.facebook.com/DesignUrLegacy/ 🔹 Twitter: https://twitter.com/DesignUrLegacy 🔹 LinkedIn: https://www.linkedin.com/in/angelinacarleton/ 🔹 Pinterest: https://www.pinterest.com/angelinacarleton/ 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/design-your-legacy/id1562218846 🔹 Email: info@angelinacarleton.com 👇🏻 Don't Forget To SUBSCRIBE 🔥 https://www.youtube.com/channel/UCb2u4Pq48Flf7urj5JI80Tg/?sub_confirmation=1

Most founders spend decades building their financial capital, yet nearly 90% fail to protect and transfer their true legacy. Building wealth isn't the same as sustaining it. Neither is designing your legacy. A separate team of advisors is needed. In the day to day, many wealth creators also stumble because of slow adaptation, lack of liquidity, unaligned advisors, and no clear map for passing on their mindset, experiences and ‘all other forms of capital’.   In this episode, hostess Angelina Carleton speaks with Alexey Sokolov of Northwestern Mutual to break down why standard wealth strategies fall short—and how to build different systems for family alignment, financial security, and inter-generational impact. To design a legacy that truly protects and inspires, you need a holistic, dedicated discipline—not just standard financial products. Also, by developing your family into a healthy and functional team and surrounding yourself with advisors who ask the uncomfortable questions AI can’t, you transform your business success into an enduring legacy. Tune into hear how you too can prepare yourself for real legacy preservation and why your human experiences are as valuable as original artwork! - Alexey Sokolov helps tech founders, investors, and senior professionals design tax‑efficient, resilient wealth strategies so they can focus on building, not worrying. Over the last decade, he has: -Managed capital in a hedge fund environment and navigated multiple market cycles. -Led a broker‑dealer and worked inside regulated financial infrastructure. -Built fintech products for investors and professionals, seeing where systems fail in real life. Typical challenges he works on: -Founder liquidity and diversification without “blowing up” future upside. -Structuring cross‑border and multi‑jurisdiction wealth in a tax‑aware way. -Building investment frameworks that balance growth, downside protection, and lifestyle goals. Alexey can be reached at: https://www.linkedin.com/in/alexeysokolovnm; alexey.sokolov@nm.com. - To book your first consultation and to start designing your holistic legacy plan with clarity and accountability, visit http://www.DesignUrLegacy.com or www.AngelinaCarleton.com. 🌐 LET'S CONNECT 🔹 Website: https://www.angelinacarleton.com/ 🔹 Facebook: https://www.facebook.com/DesignUrLegacy/ 🔹 Twitter: https://twitter.com/DesignUrLegacy 🔹 LinkedIn: https://www.linkedin.com/in/angelinacarleton/ 🔹 Pinterest: https://www.pinterest.com/angelinacarleton/ 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/design-your-legacy/id1562218846 🔹 Email: info@angelinacarleton.com 👇🏻 Don't Forget To SUBSCRIBE 🔥 https://www.youtube.com/channel/UCb2u4Pq48Flf7urj5JI80Tg/?sub_confirmation=1

The development, execution as well as the staying power of any Legacy is much harder when there's a lack of knowledge (in all forms of capital) coupled with the pressure to know in order to perform well. Link in bio for podcast with guest Douglas Bates. #LegacyPlanning #GenerationalWealth #FamilyLegacy #PassingTheTorch #WisdomTransfer #LifeLegacy #PersonalDevelopment #FamilyLegacyCoach #LegacyDynamics #LegacyAndRelationships #LegacyPsychology #RelationshipWithLegacy #FamilyDynamics #EmotionalWealth #Advisory #GenerationalWealth #EmotionalGovernance #WealthStewardship #MultiGenerationalWealth #Legacy #PassTheTorch #TransgenerationalWealth #FamilyCulture #HNW #FamilyOffice #SingleFamilyOffice #MultiFamilyOffice #FamilyEnterprise #BusinessFamilies #WealthTransition

Young and adult children should have the conversations about your wishes, dreams, and decisions before they need the answers. You can’t wait until the emergency or the funeral when emotions are high in a crisis. Few humans rarely regret having these communications sooner. Legacy isn’t about death; it’s about getting prepared. And the best time to prepare is when the sun is shining on your roof compared to when the rain is falling down. In this episode, hostess Angelina Carleton speaks to Douglas Bates about how we fear the unknown, especially when the spouse and children of all ages don’t know what’s going on or how anything works. The concept of ‘legacy’ as well as ‘family’ need to be more important than one’s own ego, so there can be these discussions as well as dialogue about future endeavors. Tune in to hear remedies when there’s a big ‘legacy gap’ due to when your advisors aren’t all working together because they are staying in their silos! - An estate plan does not mean a family is prepared. That’s why Legacy Preparedness is so vital. Legacy is that which survives a person—the family relationships they nurtured, the financial capital they created, the values and wisdom they passed on, the charitable impact they made, and the institutions they helped strengthen. Legacy is not measured by how much a person leaves behind, but by how well the next generation is prepared to secure it. For many people, family is their most important legacy. A legacy may also include financial assets, businesses, leadership responsibilities, and charitable commitments that must be understood, protected, and preserved for future generations. DePaul & Associates is a legacy planning firm that explains why Legacy Preparedness goes beyond estate planning. It prepares the next generation for stewardship so that what matters most can endure across generations. Estate Planned. Family Prepared. Learn more at Reach out to Douglas at https://www.linkedin.com/in/douglasbateschiefstrategist and/or https://www.linkedin.com/company/depaul-&-associates. - To book your first consultation and to start designing your holistic legacy plan with clarity and accountability, visit http://www.DesignUrLegacy.com or www.AngelinaCarleton.com. 🌐 LET'S CONNECT 🔹 Website: https://www.angelinacarleton.com/ 🔹 Facebook: https://www.facebook.com/DesignUrLegacy/ 🔹 Twitter: https://twitter.com/DesignUrLegacy 🔹 LinkedIn: https://www.linkedin.com/in/angelinacarleton/ 🔹 Pinterest: https://www.pinterest.com/angelinacarleton/ 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/design-your-legacy/id1562218846 🔹 Email: info@angelinacarleton.com 👇🏻 Don't Forget To SUBSCRIBE 🔥 https://www.youtube.com/channel/UCb2u4Pq48Flf7urj5JI80Tg/?sub_confirmation=1

Most people are reserved to write about their stories of transformation, even if it led to their life's wisdom. They become shy to show their smile, to share their style or to speak about their refined judgement ... especially if it comes from the messy or painful parts of their life and business. Yet this is exactly what developed you and will develop others ... thus, key intellectual property, if written down in a book, that can become additional Legacy Assets. Writing a book is a powerful way to define your legacy. Yet, many individuals still don't know why their authorship matters in the age of AI and how your thought leadership can become a legacy asset ... particularly for founders, business owners, family enterprises, and affluent individuals. In this conversation, hostess Angelina Carleton speaks with Aurora Winter as shares her unique perspective on why writing a book has its role in legacy preservation, intellectual capital, succession, governance, and inter-generational wealth transfer. Is it only you whom can share your life's SOP (standard operating procedures)? Drawing on her life and business experiences, she explains the connection between storytelling and your lasting legacy. So how can your Legacy IP (intellectual property) to stand the test of time? Tune in to hear what the four irreplaceable assets are to lead the way for your Legacy Assets of IP! Subscribe for new videos as well as 'Legacy' tips, and comment below with your biggest question about starting your own Legacy project. - Get your free copy of Aurora's book at https://dl.bookfunnel.com/mq5wmvplbz. Additional Links: 1. Free "Ready to Launch as a Thought Leader?" quiz: https://thoughtleaderlaunch.com/ 2. Same Page Publishing: https://www.samepagepublishing.com 3. Marketing Fastrack: How I Made $250,000 in 90 Days Using This Short Book by Aurora Winter- on Amazon: https://www.amazon.com/dp/B08Y7Y93HJ/ 4. Claim your gift hardcover book here: https://turnwordsintowealth.com/ - To book your first consultation and to start designing your holistic legacy plan with clarity and accountability, visit http://www.DesignUrLegacy.com or www.AngelinaCarleton.com. 🌐 LET'S CONNECT 🔹 Website: https://www.angelinacarleton.com/ 🔹 Facebook: https://www.facebook.com/DesignUrLegacy/ 🔹 Twitter: https://twitter.com/DesignUrLegacy 🔹 LinkedIn: https://www.linkedin.com/in/angelinacarleton/ 🔹 Pinterest: https://www.pinterest.com/angelinacarleton/ 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/design-your-legacy/id1562218846 🔹 Email: info@angelinacarleton.com 👇🏻 Don't Forget To SUBSCRIBE 🔥 https://www.youtube.com/channel/UCb2u4Pq48Flf7urj5JI80Tg/?sub_confirmation=1