Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs.
From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitlyn shares how she’s rewriting the rules of financial advising. We get into:
The outdated financial models keeping women stuck (and how to break free)
Why your financial plan shouldn’t be based on your current bank balance
The connection between money, mindset, and success (yes, it’s a thing)
How to regulate your nervous system around money to unlock more abundance
What most financial advisors won’t tell you about building real wealth
Plus, we talk about why so many women struggle with financial literacy, the emotional side of money, and how to create a plan that aligns with your long-term vision.
If you're ready to shift the way you think about money and start making empowered financial decisions, this episode is a must-listen.
Podden och tillhörande omslagsbild på den här sidan tillhör
Courtney Tarrant. Innehållet i podden är skapat av Courtney Tarrant och inte av,
eller tillsammans med, Poddtoppen.
