Many individuals families want to secure their retirement and
also pass on a meaningful legacy, but the fear of outliving money or leaving loved ones unprepared can feel overwhelming. For older generations, echoes of the Great Depression and Dust Bowl have shaped how we view money—through the lens of scarcity and survival.
In this episode, hostess Angelina Carleton speaks with Laura Phillips on how reverse mortgages can free trapped equity and transform fears into confidence. By preserving investments, easing financial pressure, and opening new streams of stability, individuals and families can plan not just for themselves but
for three or four generations to come. Listeners will discover that legacy isn’t just about documents—
it’s about funding hopes and dreams that last. When you shift how you see money and equity, you gain the clarity and courage to design a legacy that truly endures.
Learn more at https://lauraphillips.com.
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At Legacy Planning©, we work with rising 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 truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.
Whether you're navigating a personal transition, succession planning, 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 now.
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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.
