EP 193 - Kaitlyn Carlson

Ellen Yin1h 4min

Ellen Yin

00:00

You're listening to cubicle to CEO episode 193. Welcome back to the second installment of our retirement mini series on how entrepreneurs are uniquely building wealth and planning for financial independence through their chosen retirement vehicle. Last week we explored real estate investing in this week. Our guest chosen retirement strategy is investing in a stock portfolio that will allow her to retire at age 60 with a $15 million portfolio that she can withdraw an annual income of $165,000 a year from Kaitlyn Carlson is the founder and CEO of theory planning partners, a boutique wealth creation firm for the top female entrepreneurs in the United States. Before launching theory planning partners, Kaitlyn spent the majority of her career at UBS Financial Services Inc, where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 billion.

Ellen Yin

00:56

I feel so lucky to be one of Kaitlyn's theory clients, where she is helping plan my own path to financial independence, with the goal to become work optional by my early to mid 40s. Today, Kaitlyn is getting vulnerable and walking us step by step through her and her husband's personal investment strategy, laying out the exact dollar amounts for everything outside of our own quarterly income reports we publish on the podcast. This is probably the most financially transparent and detailed episode we've ever recorded on the show. I highly recommend you break out your pen and paper or open a Google doc to take notes as you listen so you can fully process the insights Kaitlyn shares with us today.

Ellen Yin

01:40

Welcome to cubicle to CEO the podcast. I'm your host Ellen Yin. I quit my job without a backup plan and bootstrapped my first $300 freelance project into $2 million in revenue by age 28. On the show, you'll hear weekly case study interviews with leading entrepreneurs and CEOs who share one specific strategy that successfully grew their business revenue. Skip the expensive and time consuming learning curve of testing everything yourself by borrowing what actually works from the best and brightest mentors. You'll also get a front row seat to my founders journey through transparent income reports and behind the business solo episodes, subscribe now so we can grow together every Monday.

Ellen Yin

02:27

Video marketing is here to stay. So I want to introduce you to my go to Video Marketing Coach and friend Natasha, host of the shine online podcast. Natasha helps you create strategic video content by sharing a simpler way for you to show up with confidence that doesn't rely on the latest trends or gimmicky hacks. Her sustainable approach is especially refreshing in Episode 71 of the shine online podcast titled be a creator, not an influencer, using social media as a business owner. Here's a quick note of encouragement from that episode that really resonated with me.

Natasha Pierre

03:04

I'm literally saying that follower count doesn't matter. What matters is having the audience of the right size and the right people. You could literally have 1000s of people in your community. And that might not do nothing for your small business. I have seen it with one of my greatest friends Dielle. She's an amazing sales coach and she was literally making sales like her first six figure year with only a few 100 people in her audience and she still doesn't have a big audience and still has hit the seven figure mark right.

Ellen Yin

03:44

Natasha smart discernment between creating content as a CEO to drive sales versus creating content to chase vanity metrics is a must listen. Search for the shine online podcast to play the rest of episode 71 And make sure you hit follow on Spotify or the plus button on Apple podcasts to add Natasha show to your weekly rotation. We'll also drop a clickable link below in the show notes.

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