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Design Your Legacy - Life Lessons

Design Your Legacy - Life Lessons

Di: Angelina Carleton
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A proposito di questo titolo

 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.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.Copyright Legacy Planning Scienze sociali
Episodi
  • How 831(b) Can Protect Your Legacy with Van Carlson

    How 831(b) Can Protect Your Legacy with Van Carlson
    Jan 17 2026
    What if the real risk to your legacy isn’t market volatility or taxes—but the way your business thinks about risk in the first place? Most founders and business owners, with over $2M in profit, sense that something in their risk strategy is incomplete—but they can’t quite name it.

    In this episode, hostess Angelina Carleton sits down with Van Carlson, Founder of Strategic Risk Advisors, to clarify what 831(b) captives truly are, separating legitimate risk architecture from the rumors that create hesitation. Together, they reveal why institutions treat risk as infrastructure—not an afterthought—and how disciplined insurance design protects both operating businesses and family continuity. Van explains the simple tests that distinguish defensible captives from structures that fail under scrutiny, bringing much-needed clarity to a misunderstood tool. The real remedy isn’t tax reduction—it’s alignment between risk, governance, and long-term decision-making. For families designing a legacy, this conversation reframes 831(b)s as part of holistic legacy planning: preserving resilience today so wealth, values, and leadership can endure tomorrow.

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    Van Carlson is the Founder of Strategic Risk Advisors (SRA) and a recognized authority in captive insurance and enterprise risk management, with decades of experience designing and administering insurance solutions for closely held and sophisticated businesses. Through SRA, he has helped companies approach IRC 831(b) captives not as tax products, but as disciplined risk-financing tools grounded in actuarial science, governance, and real insurance principles. Van is known for emphasizing substance over structure—ensuring captives are built to withstand regulatory scrutiny while serving a legitimate business purpose. His work positions 831(b)s within a broader framework of institutional risk thinking that supports long-term business resilience, continuity, and legacy preservation.

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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.
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    1 ora e 2 min
  • Americans Welcome Switzerland For Your Legacy with Anne Liebgott

    Americans Welcome Switzerland For Your Legacy with Anne Liebgott
    Jan 9 2026
    Building significant wealth in one country often creates an invisible risk: total exposure to a single political, legal, and regulatory system. As policies, taxes, and enforcement priorities shift, even successful individuals and families can find their wealth vulnerable to changes beyond their control. Many hesitate to diversify internationally due to regulatory complexity, misinformation, or fear of 'the unknown' in an increasingly transparent global system. Others delay action until uncertainty feels urgent, at which point options narrow and decisions become reactive rather than strategic.

    In this episode, hostess Angelina Carleton speaks with Anne Liebgott about finding trusted guidance, as many domestic advisors are not equipped—or incentivized—to support international diversification. Emotional attachment to one’s home country and identity can also prevent rational long-term planning. Yet today's 'rising' generations seek mobility and optionality. Tune in as this episode reframes international diversification not as an escape, but as a thoughtful legacy strategy—one rooted in stability, compliance, and long-term stewardship across generations.

    Explore the platform to learn more at www.americanswelcome.swiss.

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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.
    Mostra di più Mostra meno
    59 min
  • How He Built a Legacy Before He Had Money with Scott Curry

    How He Built a Legacy Before He Had Money with Scott Curry
    Jan 3 2026
    When life strips everything away—health, security, and certainty—most people retreat, but Scott Curry chose to rebuild with intention.

    In this episode, hostess Angelina Carleton speaks with Scott as he shares how faith, clarity, and disciplined action helped him create financial freedom before he ever had money. You’ll hear how he transformed profound loss, illness, and betrayal into a business model that restored stability, purpose, and personal sovereignty. Scott reveals the mindset shifts and principles that allowed Faith Roar to grow rapidly while anchoring his life in meaning rather than survival. This conversation offers a realistic yet powerful roadmap for anyone navigating adversity while designing a life of resilience, freedom, and integrity. If you’re ready to stop reacting to circumstances and start intentionally designing your legacy, this episode is for you.

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    Scott Curry is a world renowned Christian businessman, speaker, author, and educator. His videos have been viewed over 6 million times by more than 2 million people around the world. Scott owns five successful businesses and is the founder and CEO of Faith Roar, a company that teaches people how to achieve financial freedom through business and investing.

    Learn more at: https://scottcurry.me.

    -

    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.
    Mostra di più Mostra meno
    1 ora e 3 min
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