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Arthur's Round Table-Subscription to Curiosity.Author: Arthur Andrew Bavelas
Conversations with leading entrepreneurs and investors. Arthur is Founder of Family Office Insights, a pioneer in developing one of the first private opportunity review networks. Arthur is a globally recognized entrepreneur, author, and family office investor. He is the host of the Arthurs Round Table Series, and creator of the Family Office Funding Challenge, Global Business Network, The Family Office Impact Summit, Creator of The Bavelas Index (TBI) Family Office Investor Sentiment Index . Arthur Bavelas is a pioneer in developing one of the first private opportunity review networks. Language: en-us Genres: Business, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Designing Your Legacy: Insights from Angelina Carleton
Episode 225
Friday, 5 December, 2025
In this engaging conversation, Angelina Carleton shares her journey from a commercial real estate broker to a legacy planning coach. She discusses the importance of legacy planning, especially in light of the COVID-19 pandemic, which prompted many to reflect on their lives and legacies. The conversation delves into the emotional and psychological aspects of legacy planning, the impact of family dynamics, and the necessity of addressing trauma. Angelina emphasizes the importance of mentorship, coaching, and having difficult conversations within families to ensure a meaningful legacy. The discussion also touches on the role of spirituality and personal growth in the legacy planning process, highlighting the need for individuals to do the inner work to create a lasting impact.TakeawaysLegacy planning is not just about financial documents; it's about meaning.COVID-19 prompted many to reflect on their legacies.Family dynamics play a crucial role in legacy planning.Addressing trauma is essential for effective legacy planning.Mentorship can significantly impact one's career and legacy.Difficult conversations within families are necessary for legacy design.The importance of identity in legacy planning cannot be overlooked.Coaching can help individuals navigate their legacy planning journey.Spirituality and personal growth are integral to legacy design.Inner work is essential for creating a meaningful legacy.Sound bites"Who is thinking about their legacy?""You can't unsee it once you see it.""More is coming to the surface today."Chapters00:00 Introduction to Legacy Conversations03:12 The Impact of COVID on Legacy Awareness04:52 The Role of Advisors in Legacy Planning06:35 Personal Legacy Reflections and Inciting Events08:49 The Need for Legacy Conversations11:24 Overcoming Barriers to Legacy Discussions14:58 Examples of Legacy Planning Challenges19:16 The Importance of Meaning in Legacy21:29 Courage in Legacy Conversations24:22 Addressing Family Dynamics and Money27:18 The Psychological Aspects of Legacy30:04 Trauma and Legacy in Family Dynamics33:10 Quantum Entanglement in Family Dynamics33:58 Healing Legacy Traumas35:19 The Crossroads of Legacy and Personal Growth36:14 The Importance of Planning for Legacy37:42 Rebuilding After Loss38:55 The Role of Spirituality in Legacy Design40:35 Family Culture and Expectations41:53 Navigating Wealth and Relationships43:07 The Power of Belief in Human Connection45:27 Reconciling Divine Purpose with Human Suffering47:01 The Impact of Past Trauma on Legacy47:53 Engaging with Legacy Coaching50:02 Sources of Influence in Legacy Planning51:42 Transforming Energy and Healing Trauma54:09 Inner Resourcefulness vs. External Resources56:43 Tools for Navigating Life's Challenges58:50 Investing in Inner Work for Legacy
