Episode 152 | What do Billionaires Invest in and More Financial Planning Advice for Entrepreneurs, with CPA, Kaitlyn Carlson

Kaitlyn Carlson, CPA, is the Founder of Theory Planning Partners, a boutique wealth creation firm built exclusively for the top female entrepreneurs in the United States (and possibly with a Canadian partnership coming soon!). She has worked in asset management for billionaires and has brought her extensive knowledge of wealth management to the entrepreneurial space. In this conversation, we talk about Why entrepreneurs need to have a financial plan and what to focus on firstThe difference between an “enterprise business” and a “lifestyle business” and how either one can get you to your financial freedom number The pyramid of wealth creation What she learned from working with billionaire clients… and so much more! This was a really insightful episode. Tune in for all the details and start to think about your financial future. To get in touch with Kaitlyn, visit her at: Insta - @theoryplanningpartnersWebsite - theoryplanning.comCalendly - calendly.com/theoryplanning---Subscribe to the podcast so you never miss an episode: https://podcasts.apple.com/us/podcast/the-course-creator-show/id1470482672Are you on my email list? It’s where I send out my best content, stories, freebies, and business-building advice. Get on the list here: https://learn.gemmabonhamcarter.com/list/ Support the show by leaving a rating/review, sharing it on Instagram, or sending it to your biz bestie. Thanks! Support the Show.