Episodios

  • How To Create Your Lifestyle For Your Legacy with Rich Potter

    How To Create Your Lifestyle For Your Legacy with Rich Potter
    Apr 2 2026
    The unemployment rate amongst college graduates is higher than high school graduates in 2026. So what does anyone do if they still want to succeed and reach millionaire status in today's day and age? And what do the latest white papers have to say about this? Is designing a legacy out of reach or how do you get there, starting from where you are at now?

    In this episode, hostess Angelina Carleton speaks with Rich Potter about his journey from an employee to owning three businesses with his wife as well as brother. While he may not have thought about his 'legacy plans' during his college years at Arizona State University, he is now in the place to invite his three children into his businesses as well as help them design their legacies. Tune in to hear Rich's four core values, success stories as well as the 'how to' to inspire you to design your legacy today!

    -

    Rich Potter is an award-winning franchise consultant and multi-unit business owner. He has been self-employed for ten years by launching startup and franchise businesses, such as billboards, photo booths as well as e-commerce businesses. Learn more about Rich at https://franchiseheroes.co.

    -

    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.
    Más Menos
    56 m
  • Your Heart Has To Be In It with Richard Gearhart, Esq.

    Your Heart Has To Be In It with Richard Gearhart, Esq.
    Mar 27 2026
    Entrepreneurs often pour everything into building a meaningful business and assets—only to realize too late that without proper protection, their intellectual property ("IP") is vulnerable.

    In this episode, hostess Angelina Carleton speaks with Richard Gearhart, Esq. to reveal how legal planning can become the hidden infrastructure that determines whether your IP endures or disappears. Drawing from his experience with founders, celebrities, and innovators, he shares his knowledge and life insights to get you started. Tune in to discover how to shift from simply creating and scaling to owning and safeguarding what you build. If you’re serious about designing a legacy that lasts, this conversation offers your next steps forward.

    -

    Richard Gearhart Esq. is an award-winning speaker, TV network expert guest, nationally syndicated radio show host and an attorney. Richard speaks on a variety of intellectual property and business topics. He has worked with Larry Namer - founder of E! Entertainment TV, former WWE wrestler Brimstone, The Sopranos actor Kevin Interdonato, celebrity dentist Dr. Bill Dorfman, TV shopping network celeb Victoria Wieck, Dave Noll - creator of the TV show Chopped , world renowned relationship strategist Dr. Gilda Carle, Terry Joes - founder of Kayak and Travelocity and more. Learn more at https://www.richardgearhartesq.com.

    -

    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.
    Más Menos
    52 m
  • Where Are You Not Leading In Your Legacy with Mark Vincent

    Where Are You Not Leading In Your Legacy with Mark Vincent
    Mar 16 2026
    When leaders feel anxiety around change, they often slip into performance mode instead of asking the deeper questions that matter most: Who am I now, and what does success look like in this next chapter? If we are lucky enough to live to age 80, we have roughly 4,000 weeks, making it essential to design our legacy plan now with intention.

    And planning anything can be hard, unless we see the advantages of it right away. In this episode, hostess Angelina Carleton speaks with Mark Vincent, Ph.D. about how succession and wealth transfers are not merely financial events, but deeply human transitions that can reshape, recast and reform anyone’s identity, purpose, and motivations. Mark shares how holistic legacy planning starts with a personal mission statement, a guiding philosophy, and clarity about the people who will embrace your 'personal development'. Just as Beethoven composed his Symphony No. 9 while deaf, you too can find inspiration to transform your life's changes from moments of uncertainty into opportunities to compose your timeless legacy.

    -

    Mark L. Vincent is a Maestro-level Executive Advisor who can be reached at https://teallvincententerprises.com/mark.

    -

    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.
    Más Menos
    1 h y 2 m
  • Fulfillment In Your Legacy with Wealth Adviser Stephen Wagner

    Fulfillment In Your Legacy with Wealth Adviser Stephen Wagner
    Mar 8 2026
    Many entrepreneurs spend decades building successful companies, yet when it’s finally time to sell, most discover a hard truth: success in business does not automatically translate into a successful exit or a meaningful legacy.

    In this episode, hostess Angelina Carleton speaks with wealth manager Steven Wagner to explain why nearly 80% of businesses that go to market never sell—and why the real issue often has less to do with market conditions and more to do with a lack of intentional planning for the end of the journey. Entrepreneurs are the heroes of their story. They build businesses, create jobs, and generate wealth. But when the moment of transition approaches, many founders realize they are facing unfamiliar questions:
    • What does life look like after the liquidity event?
    • Who will carry forward the vision of the enterprise?
    • How will the wealth they created strengthen—not fracture—their relationships?
    Mr. Wagner speaks about how a successful exit requires more than financial preparation—it requires designing the next chapter of life and legacy. Tune in to discover why founders often struggle to sell and how to avoid the most common traps:

    • Owners rarely start with the end in mind for their biz, life, or legacy.
    • Why many founders approach a liquidity event without a trusted team or a clear game plan for what comes next.
    • How neglecting social and human capital—especially family council meetings and intentional communication—can fracture relationships.

    The result of this kind of planning is profound. When founders intentionally design their exit, they gain more than financial security. They create continuity of leadership, stronger personal relationships, and a legacy that extends far beyond the balance sheet. If you are an entrepreneur, business owner, or family steward thinking about the long-term impact of your success, this episode will challenge you to rethink one powerful idea: Your business exit isn’t the finish line—it’s the beginning of your legacy.

    -

    Learn more about Mr. Wagner at https://iwaplan.com.

    -

    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.
    Más Menos
    1 h
  • Why Were You Born Rich? For Your Legacy with Rafael Pinho

    Why Were You Born Rich? For Your Legacy with Rafael Pinho
    Mar 5 2026
    If you took 2 months off, what would show up as fragile in your life? What if the lack of preparation destroys your legacy?

    If you care about building a Legacy that lasts beyond your lifetime, this episode with Rafael Pinho (originally from Brazil) reveals what affluent individuals and families overlook when planning their Legacy... if one takes the time to plan a Legacy at all. Tune in to learn how to transfer your wisdom and values as a part of your wealth (aka human and relational capital) to ensure success from blind spots so there can be a multi-generational vision rather than short-lived fortune and tragedy.

    -

    Rafael Pinho is a wealth advisor with TD Pine Advisors in the Dallas area of Texas, USA, where he works with high-net-worth individuals and families to align sophisticated financial strategies with long-term wealth preservation and generational planning. His work focuses on helping clients navigate complex financial decisions while designing structures that support enduring family legacy, stewardship, and multigenerational impact.

    -

    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.
    Más Menos
    1 h y 2 m
  • Mindset, Identity and Pride In Your Legacy with Brandon Moon

    Mindset, Identity and Pride In Your Legacy with Brandon Moon
    Feb 26 2026
    Many family businesses remain dependent on the founder, leaving a ripple effect that challenges power, loyalty as well as motives. And yet "personal identity shifts" are the last to be talked about at meetings, about even if it leads to building a lasting enterprise and stronger family that outlives the founder(s) to serve the 'rising generation'. So do you develop your values so there's an integrated as well as broader purpose for succession, exit planning as well as your legacy?

    In this episode, hostess Angelina Carleton speaks with Brandon Moon, COO and strategic partner at TD Pine Advisors, who also served as a 3rd generation member in a family business before branching out on his own. He reveals how any entrepreneur can transform their mindset, identity and pride into assets for their lasting legacy. If you would like your legacy to become more than financial capital—tune in to hear how it can become "an opportunity for meaning, growth, and freedom". This conversation provides a roadmap based on personal experience.

    -

    Brandon Moon is the COO and strategic partner at TD Pine Advisors, where he helps founder-led businesses scale with clarity, structure, and long-term enterprise value in mind. Known for turning operational chaos into intentional growth, he guides entrepreneurs through the leadership and systems shifts required to stabilize, transition, or prepare for a successful and meaningful exit.

    -

    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.
    Más Menos
    1 h y 9 m
  • Genograms and A Coat of Arms For Your Legacy with Emily Bouchard

    Genograms and A Coat of Arms For Your Legacy with Emily Bouchard
    Feb 20 2026
    In 2026, blended and step-families are facing unprecedented complexity as multiple households, shifting roles, and unclear expectations strain relationships and derail even the best legacy intentions. So how do you start as well as successfully unpack this complexity in blended families that are often layered with loyalty conflicts, power imbalances, and unspoken emotional histories that most professionals don't know how to resolve?

    In this episode, hostess Angelina Carleton speaks with Emily Bouchard about practical remedies to help affluent blended families, couples, and next-generation members create clarity, strengthen trust, and prepare all branches of the family for better relationships. Tune in if your vision is for a unified multi-generational legacy rather than a divided one as this episode provides knowledgeable and timely insights.

    -

    Emily Bouchard is a leading authority on the emotional dynamics of wealth, helping multigenerational families strengthen communication, leadership, and continuity of both assets and values. A TEDx speaker and sought-after global voice, she has shared her insights with international audiences in Davos, Switzerland and trained clients around the world to integrate family systems into estate and business transition planning. With a background in social work and family therapy and as a co-author of multiple books on blended families and purposeful prenups, Emily equips individuals to turn financial complexity into relational legacy.

    -

    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.
    Más Menos
    1 h y 1 m
  • Reuniting Families For Their Legacy Thru Aviation with David Clark

    Reuniting Families For Their Legacy Thru Aviation with David Clark
    Feb 13 2026
    In today’s private aviation landscape, many high-net-worth and UHNW families enter ownership seeking freedom and convenience—only to encounter hidden complexity, staffing challenges, financial inefficiencies, and governance gaps. Without the built-in infrastructure that corporations rely on, family office aviation can expose individuals as well as families to operational risk, cultural misalignment, and unnecessary capital drain.

    In this episode, hostess Angelina Carleton speaks with David Clark of Integris Aviation Consultancy about clarifying the differences between corporate aviation, fractional ownership, and family aviation—so families can honor the Founder's legacy vision. David outlines a path forward: intentional staffing aligned with family culture, disciplined oversight, strategic budgeting, and expert support to mitigate risk. When structured correctly, a family aviation program becomes more than transportation—it becomes strategic infrastructure that protects time, enhances flexibility, and strengthens legacy continuity. Tune in as this conversation reframes private aviation not just as a luxury, but as a governance decision that can either undermine or elevate multigenerational legacy success.

    -

    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.
    Más Menos
    1 h y 13 m