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Design Your Legacy - Life Lessons
Angelina Carleton
281 episodes
3 days ago
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.
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Society & Culture
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All content for Design Your Legacy - Life Lessons is the property of Angelina Carleton and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Society & Culture
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Wealth with Purpose: Designing a Legacy with Peter Mu
Design Your Legacy - Life Lessons
53 minutes
3 weeks ago
Wealth with Purpose: Designing a Legacy with Peter Mu


Peter Mu, CFP® ChFC®, is the Founder and CEO of Wealth Cairn, a boutique advisory firm dedicated to helping affluent families design legacies that align wealth with purpose. With decades of experience in financial planning and advanced wealth strategies, Peter brings clarity and compassion to complex issues such as tax efficiency, multigenerational planning, and philanthropic giving. He is recognized for blending technical expertise with a deep understanding of the emotional dynamics that shape family decisions around money. Passionate about guiding clients beyond balance sheets, Peter empowers leaders to create lasting impact that extends far beyond their lifetime.

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
Design Your Legacy - Life Lessons
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.