• Kaitlyn Carlson: Wealth Creation, Financial Planning, and Why you Shouldn’t Touch The Soap

  • Jul 4 2024
  • Duración: 53 m
  • Podcast

Kaitlyn Carlson: Wealth Creation, Financial Planning, and Why you Shouldn’t Touch The Soap

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  • Resumen

  • Did you know that merging psychology and finance can actually help you achieve your wealth goals?


    On this episode of Become Sensible, we sit down with Kaitlyn Carlson, a Certified Financial Planner and CEO of Theory Planning Partners. Kaitlyn shares her journey from studying psychology to becoming a top financial advisor, and how she uses her unique background to help female entrepreneurs build and protect their wealth. We delve into practical tips for financial planning, the importance of cash flow, and the steps to ensure long-term financial security.


    "It's not about having a zero tax bill; it's about understanding how taxes fit into your overall wealth creation strategy."


    Guest Links:

    • Theory Planning Partners
    • Kaitlyn Carlson on LinkedIn

    Hosted on Acast. See acast.com/privacy for more information.
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