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.

Om Podcasten

The Course Creator Show is for ambitious entrepreneurs who want to build successful online course businesses, but make it chill. We’re after freedom, flexibility, part-time hours… and big revenue goals.Hosted by Gemma Bonham-Carter, The Course Creator Show pulls back the curtain to give you the tips, strategy and inspiration you need to create a profitable online course business. Gemma is a sought after Online Business Strategist who has helped over 11,000 entrepreneurs launch and scale their courses across a wide variety of industries. She is the founder of Course Creator School, The Passive Project, and events like AI Unlocked and Growth Week. When she’s not hosting this show or working with her students, you can find Gemma running after her two young kids, planning her next international trip, renovating her latest real estate project, or reading a book with an oat milk latte in hand. Tune in to learn from today’s most successful digital product creators and get a behind-the-scenes look at Gemma’s own 7-fig/year business.