All my fellow female entrepreneurs - this episode is for you. It can be quite challenging being a female entrepreneur. I know personally because I’ve been one since I was 19 in college. You get so busy in the day-to-day trying to grow your business that you overlook one of the main reasons for creating your business - wealth creation. I will tell you something about all the people I’ve worked with financially, the wealthiest of them own a business. But the key is to figure out how to set up your business for success so you can create wealth. Our guest, Kaitlyn Carlson, is the head of Theory Planning Partners, a boutique financial planning firm for top female entrepreneurs with the sole purpose of wealth creation. In this episode, Kaitlyn shares her top tips for wealth creation, why she thinks the Enneagram chart is key to your success, and why she thinks your business needs a financial planner.
Links
Theory Planning Partners https://theoryplanning.com/
Kaitlyn on Instagram https://www.instagram.com/theoryplanningpartners/
Leave a review for Everyone's Talkin' Money https://etmpod.link/review
SPONSORS
Thanks to EarnIn for sponsoring the show. Just download the EarnIn app in Google Play of the Apple App store and use code Talkin Money under Podcast.
Thanks to Factor for sponsoring the show. Head to www.factormeals.com/etm50 and use code ETM50 to get 50% off.
Thanks to Noom for sponsoring the show. Start taking control of your weight management and join the millions who have lost weight with Noom. Sign up for your TRIAL today at www.noom.com.
Thanks to NetSuite for sponsoring the show. Download NetSuite’s popular KPI Checklist for free at www.netsuite.com/etm.
Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order.
Thanks to AirDoctor for sponsoring the show. Head to www.airdoctorpro.com and use promo code ETM and depending on the model, you’ll receive UP TO 39% off or UP TO $300 off.
How To Connect with Shannah:
Learn more about your ad choices. Visit megaphone.fm/adchoices
How Much Money Should I Save For Retirement
How to Negotiate Any Situation Fearlessly with Mori Taheripour
Do This, Not That In Your Career
How to Pay off Your Debt: Strategies and Tips to Get Rid of Debt Fast
What is the Fate of Student Loan Forgiveness and What Comes Next
How to Create Passive Income on Any Budget
Ask Shannah: Should I Take Money From My Retirement Account to Buy a House
Top Real Estate Investing Mistakes Newbies Make
Expired Mindsets: Breaking the Money Patterns That No Longer Serve You with Dr. Charryse Johnson
The Benefits of Investing in Medium-Term Rentals: A Comprehensive Guide with Sarah Weaver
How to Track Your Cash and Stop Wasting Your Money
How To Eat Plant-Based On A Budget with Toni Okamoto
Is Saving Money Ruing Your Social Life with Charlotte Cowles
Your Complete Guide to Paying Off Debt
Your Guide to Finding Balance With How You Spend & Save Money with Allison Baggerly
Money Lessons You Can Learn From Michael Jordan's Mom
How To Turn Your Anxiety Into Your Superpower at Work with Morra Aarons-Mele
Money and Dating: The Perfect Match or a Recipe for Disaster with Michael Kaye
Ask Shannah: Are There Good Reasons to Buy a House
The Power of Scarcity: How it Influences Your Money Decisions
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
So Money with Farnoosh Torabi
The Payoff
The Mental Wealth Show with Rich Jones
Jill on Money with Jill Schlesinger
WSJ Your Money Briefing