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E31 Planning for Parenthood and Beyond with Kaitlyn Carlson
- 2022/11/30
- 再生時間： 48 分
- ポッドキャスト
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サマリー
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あらすじ・解説
EA031 - Planning for Parenthood and Beyond with Kaitlyn Carlson Kaitlyn Carlson, CFP®, CEPA®, AWMA, is the CEO and founder of Theory Planning Partners, a boutique wealth advising company that caters explicitly to top female entrepreneurs in the United States. Kaitlyn founded the business after observing the vast support for male multi-millionaires and billionaires, seeking to help close the gap for their female counterparts. Kaitlyn specializes in exit planning, which involves helping business owners plan for the sale of their businesses with a focus on retirement. Kaitlyn joins me today to describe her professional journey and why she pursued a career in wealth creation and retirement planning. She explains what motherhood is like and how she manages to balance her family and career. She differentiates between building an enterprise and a lifestyle business. She discusses the type of clients she likes to work with and what it means to be intentional in wealth management. Kaitlyn also reveals what parents can learn from their children and how it can translate to their professional lives. “Your savings is going to be what secures your financial independence.” - Kaitlyn Carlson This week on the Expensive Advice Podcast: Kaitlyn Carlson and how she found her way into the financial industry How pregnancy and parenthood change your career plans Building an enterprise versus a lifestyle business The best time to start preparing for retirement Having intentionality behind your financial planning The tipping point in the private wealth space Kaitlyn’s thoughts on money and whether you can have too much of it How to wrap your mind around starting from the bottom What parents can learn from their children Kaitlyn’s upcoming projects and thoughts on motherhood Connect with Kaitlyn Carlson: Theory Planning Kaitlyn Carlson on LinkedIn Email: kaitlyn.carlson@theoryplanning.com Turning Boring Money into FUN Money Thanks for tuning into this week’s episode of Expensive Advice. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | GooglePlay | Stitcher | Spotify | Amazon Music | iHeart | Android | Podchaser Deezer Be sure to share your favorite episodes on social media to help us reach more listeners, like you. Join us on Facebook and LinkedIn. For more exclusive content and information, visit our website.