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
Is It A Good Time To Buy Real Estate with Selling the Hamptons Star Bianca D'Alessio
Ask Shannah: My Partner Won’t Let Me See What He Spends + I Lent My Friend Money, Now What
Top 5 Retirement Risks to Avoid Right Now with Joe Curry
Quantum Fertility; Affordable Tips To Help You Get Pregnant with Carrie Bennett
Ask Shannah: Credit Card vs. Debit Card - Which Should You Use?
Mastering the Money Game: How to Maximize Every Dollar with Tanja Hester
The Dos and Don'ts of Managing Money as a Couple
Become a Millionaire | Manage Debt | Invest Wisely with Deacon Hayes
The Billion Dollar Question…How Much Money Is Really Enough with Ben Hockema
Tina Wells Spills the Beans on Finding Your Work-Life Harmony
Work Hard, Live Well: Unlocking the Secrets to Work-Life Harmony with Tina Wells
Ask Shannah: I'm An Actress on Strike & I'm Worried About Paying My Bills
5 Money Questions to Ask Yourself Right Now with Dielle Charon
How to Self-Coach Yourself Through Money Drama So You Can Achieve Your Goals & Dreams with Dielle Charon
Dome Living 101: Essential Steps to Build An Affordable & Profitable Dome Home with Whitney Hansen
"Is It Ok To Break Up With My Partner Over Money?" Listener Question
Takeaways w/Shannah: Money And Your Wardrobe with Jennifer Mackey-Mary
Saving Money On Your Wardrobe Starts With Pants with Jennifer Mackey-Mary
5 Ways to Build Good Money Habits: A Summer Guide with Eric Roberge
Stop Stressing Over Your Money: A Simple Budgeting Solution
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