Ep152: What do Billionaires Invest in and More Financial Planning Advice for Entrepreneurs, with CPA, Kaitlyn Carlson

Filed in BUSINESS, The Blog, The Podcast 

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 first
  • The 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: 

Click ‘play’ to listen:

Browse My Best-Selling Programs.

Are you finally ready to launch your course, grow your audience, and build your dream business? Browse my best-selling programs and let’s get to work! Check them out here.

Free Class: Create & Launch Your Profitable Course in 6 Weeks

Ready to create and launch your first course? We are currently enrolling for Course Creator School! Find all the details here!

You might also like:


Follow on Instagram


free training

Turn Your Expertise Into An Online Course

Million Dollar Mentor