You're listening to cubicle to CEO, Episode 218. Hey, welcome back to our show, we're here for our quarter 3, 2023 income report, made possible by our amazing sponsor, Theory Planning Partners. My name is Ellen Yin, I am the founder of Cubicle to CEO. And I have been publicly sharing my income reports for my business since 2019. So this is our fifth year now of reporting exactly what our business makes spends and profits every 90 days. And if you're new here, you can catch up on all of our past income reports at Ellenyin.com/incomereport. But if you're not new here, then you know, we've been doing this practice for so many years because we really believe that financial transparency is the future and that we all benefit when we collectively share our insights and our data. And we don't gate keep this really important information. So this is part of our advocacy work as a media platform that creates content through a financially transparent lens. And I hope it inspires you to be more transparent in whatever way makes sense for you. In terms of money, conversations. All right, let's get into the numbers.
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.
Quarter Three covers the month of July, August and September. And this past quarter was very slow for us. Summers are usually slow for us anyways, but I will say this quarter was especially slow. And I feel like this makes sense based on the fact that I took all of August off for my wedding sabbatical. I was gone for a month from the business. And we didn't really do a whole lot of sales activity in July or September either. I would say the past three months, we're really focused on delivery delivery for our brand clients who we run sponsored campaigns with and have partnerships with, and then also delivery for our students in my 12 month mentorship program that we officially wrapped and retired in August of this year. So our final cohort into their time with us into their year with us August 5. And this was very much a bittersweet transition, right. Because I've had this program for three and a half years, it was really our bread and butter in terms of revenue for so many years. So to sunset this program permanently to retire from coaching and no longer offer any sort of ongoing coaching experience has been a transition for me and for our team. And we're just trying to find our footing now that that's officially done. This is something we planned for over a year ago, right, we knew this was coming, but still for it to actually happen. And for the revenue to actually completely dry up from that source. It has been a transition, that's really the best word I can use to describe this.
Now let's get into the numbers real quick. So you have a little bit more context, as we're talking about these last three months. So our top line revenue was right around $96,000. Our expenses were right around $77,000. And then our profit was right around $19,000. Now, if you're a longtime listener of our income reports, you know that generally for our business model, we aim for a 30% pre tax profit margin. That's how we know we're on track that our business is in a healthy place that we're seeing sustainable growth. And this is the first quarter in a very long time where we actually didn't hit that mark. So our profit margin was right around 20%, much lower than it's been all year. The good news is, you know, your business is not dictated by any single quarter, you have to kind of zoom out and look at the bigger picture. So for our year to date, profits, we're actually sitting at a really good place over 30% I can't remember the exact number but it's I think even over 35% Potentially. So we're doing well from an annual perspective, but this particular quarter because we didn't you know have really any promotions that we were putting out, we weren't selling our own offers per se, it really was just, you know, recurring invoices that were coming in from our brand clients that had longer term partnerships with us and maybe have a, you know, an installment plan that they're paying on.
I mean, that was a majority of our revenue plus our ongoing recurring affiliate income that we get with certain brands and tech partners that we have. So with that in mind, you know, it again, it makes sense that we had lower profit margins because of our slower sales activity. Now, I don't regret this at all, because I feel that in the past, there have been times in my life where I sacrificed a personal moment, to have more, I guess, capacity to show up in my business, but for this particular time of my life for you know, getting married, and all of the, you know, stress that brings to the table as well in terms of planning a wedding, and being present for loved ones in such a special moment, I wanted to make sure I was able to do that. And there's no way that I could have done that, while still operating at the same level that I normally do. So zero regrets in doing this. But it was interesting, because when you're not actively selling, it kind of opens up your eyes to where the gaps in your business potentially could be from a long term sustainability perspective, our business has mostly run on evergreen offers for the last few years.
But with the closing of our largest evergreen offer, which again was my 12 month mentorship program, I've realized that since we switched over to being a media business, we haven't really had any evergreen offers running in the background that are providing us that more sustainable income. And so that is a big focus of ours, leading into the new year into 2024. We're starting to kind of put the pieces together in q4. But really launching in 2024. We want to bring back evergreen offers so that we have some form of recurring sustainable income outside of our brand deals outside of our sponsorships and whatnot. Because those are ebb and flow right like very, very slow in q3. I'm recording this right now in late October in real time. So we're already in q4. And I can tell you the pace has picked up immensely in q4, like in the next two weeks, we have I think four to five back to back campaigns. So there's a lot of stuff going on right now, as I'm recording this in real time. But reflecting back on the last 90 days, there wasn't a whole lot going on in the summer. And so because of that ebb and flow that's, you know, natural spike, and slowing of different times of year, I think it's important to complement that with your own offers that can be sold at all times, and that you can create more automated sales systems for so that there's consistency in the production of those sales. So that was kind of my big takeaway.
Now, in July, we also made some changes on our personnel team on our staff. So for the past, I would say about six months, we have been working with an amazing content writer who has helped us really launch our blog and be consistent with a blog and putting out long form SEO optimized content on a regular weekly basis. We gave this six months. And I will say I definitely wanted to see larger growth in that six month window than we saw. But knowing that we kind of started from ground zero in terms of SEO optimization for our blog, and for the consistency of the content that we were putting out. It's also understandable that it wasn't hyper growth, right. But I think what I had to make a decision on is are we going to continue to invest a significant amount of money in a content channel that we're not seeing any monetization from right now. And isn't also bringing in a ton of traffic to drive to other places like growing our podcast or to our digital offers or whatnot. Like if it's not really producing income on its own, and it's not necessarily assisting our other assets and producing income. Is this the best place for us to use our funds right now? And ultimately, we decided, no, it was not.
So we brought the content writing internal. So our Podcast Producer, Sabrina took on the blog posts and has learned a lot about using AI tools to help craft the first draft of some of these blog posts and then we go in and tweak and add our human touch, obviously, but we wanted to continue to keep a consistent presence on the blog. But we understood that of all the available channels that we had. This was not the one that we felt most excited about, or most like we had the right momentum to push behind it at this moment in time. So instead, we reallocated some of the funds that we had been paying for a writing contractor, and instead hired a video editor on retainer. So Nhes joined our team by referral from my amazing friend, Ashley Brasseaux. And we love working with someone outside of our regular full time team to take on a specialized skill set, like video editing, because Nhes is so fast, so great at what she does. And it's really taken a lot off of Sabrina's plate, as well as that she can focus on her podcast specific priorities, since that's our primary media channel. So that's been a really great addition to our team. We're really excited about it. All of the reels and YouTube content that we've been putting out over the last few months have been possible because we added this extra support to our team.
And from a CEO perspective, again, when I was looking at where are we going to allocate our labor budget, right? Where does it make the most sense in this moment in time, as you know, one of our big three goals from this year was to become monetization eligible on YouTube, which requires 1000 subscribers and 4000 watch hours, I'm really proud to share that in Q3, we did actually meet half of that eligibility requirements. So we have now surpassed 1000 subscribers on YouTube, we're actually approaching 1100. And our subscriber count is actually growing very consistently, we're not making huge leaps and bounds, but we are seeing steady, consistent daily growth. So that side is humming along quite well. Our watch hours on the other hand, that's the much more difficult side of the equation. So we're really trying to figure out ways that we can get those watch hours up, but it is still growing, I will say that too. It is still trending upward, trending positively. And knowing that was one of our big goals. And knowing that YouTube is going to be a long term strategy for us growing our podcast, which again, is our primary media channel. It just made more sense right now to spend a little bit more on YouTube to complement our podcast efforts than it did to spend on our blog, which doesn't complement our podcasts efforts as much. So that's kind of the why behind that decision.
And if you're going through something similar right now, I always encourage you that if you're going to test a new strategy, give it at least 90 days, and if possible, six months to really see it through because there's so much that can change day to day, week to week, and you don't want to make snap, like reactive decisions just based on what's happening in a short time window. But if you give yourself a runway of three to six months, I feel like that's enough time for you to accurately reflect on the data and then make a more informed decision from there on whether or not it makes sense for you to continue down that path, or to adjust to pivot and maybe to spend your resources somewhere else like we did. So anyways, hope that was helpful.
So that's kind of the main thing that happened in July. And then August, as you know, I took that month off. And then in September, September was really focused on live events, we were sponsors for two live events. One was Make Your Mark in Dallas hosted by my friend Jordan Gill at Systems Saved Me. And the other one was a mini Summit hosted by our friends at Upper Left Ladies, which was a local event in Portland, Oregon. So I actually did a bonus episode describing a really cool in person strategy that we used at both of these events, to shoot our podcasts up in the charts by nearly 100 spots. So if you're a fellow podcaster, check out that episode, I think you'll find it really interesting. Or even if you're someone who's thinking about attending more events or sponsoring an event, these in person activations that we hosted in September, I think would work really well for almost anyone in this online business industry. So I highly recommend you give it a listen. I will link that below in the show notes if you haven't had a chance to listen yet.
But September, like I said was it was a blur of a month. I mean, beyond the two business events that we sponsored. I also flew to New York for a friend's wedding. And so there was just a lot going on. I was out of town quite a bit and on the road and when I'm on the road, I don't have as much of a like a focused work schedule that I normally do when I'm at home. So again that contributed also to not putting as much effort into with sales activities on the brand campaign side, which requires a lot of personal attention, individualized pitches, it's definitely a very what is the word labor intensive sales process compared to what we're used to, which is selling digital products, which you can automate the sales process for. So again, just learning new things, trying different things, and seeing what is going to be a long term sustainable strategy for us.
And with doing the sponsorships in September, we also spent a little bit more in our budget than we normally would. For example, in the September event, we had this whole installation built out for our live puppet podcast. So we hired an events team in Dallas to design and install this setup. So that was an additional contractor fee that we normally wouldn't be paying for also paying for my flight, my team's flight, our stay in Dallas food costs, all the things transportation, Uber, you know, these costs all add up significantly. And because both of these events, we were not selling any sort of product at these events, right at the Make Your Mark event, we were really promoting our podcast. And then same thing at the other event. And so this is another just like, interesting layer to understand about where we're at, at this point in the business with being only about a year into this new business model, that a lot of the things that we're investing in and spending time on and investing resources in and traveling for, you know, they are not things that net us an instant return, it's not exactly the same as before, when you know, if we created a digital product, and we invested, let's say in a copywriter to write our sales sequence, or if we invested more money in Facebook ads, those things are strategies that can realistically net a positive ROI in 30 to 90 days, right? It's a pretty short term window where you can gauge Okay, was this effort effective or not?
With the things that we're doing now, which are very much focused on audience growth on brand awareness, these are much longer term loftier goals that you don't necessarily see an instant ROI from. So it's not like we attended an event, get a bunch of new podcast listeners, and then all of a sudden, there's something for them to buy. In fact, for a very long time, as I've just alluded to, we haven't really had anything for them to buy. So that's kind of the deeper context, I guess, around what we're investing in, and why you don't see immediate returns for it. But I do think that all of the work, we're doing matters for the long term of this business, because media companies really are valued on in many ways audience right, like your your access to audience is what the value of your company is that attention that you're able to capture in the marketplace. And so with me wanting to eventually sell this business, whether or not I stay on as an like an acquisition hire, where I would still get to be the voice of the podcast and still be the talent behind the content. You know, that's something I'm still very open to, but with the ultimate five to 10 year goal of wanting to sell this business, we have to invest in some of those longer term gains, even if it means that it's costing us in profit in the short term.
Okay, what else do I want to share from Quarter Three? Oh, another really exciting thing that we did in quarter three that I absolutely loved was getting to partner with Norby who was one of our longtime sponsors, our longtime friends who have this incredible all in one communications platform where you can text with your audience. That's primarily how we use Norby. We use them for all of our SMS text marketing. You can send emails, you can create beautiful landing pages, you can host events through Norby both virtual and in person. You can like sell your tickets through Norby, do all of the follow up communication and reminders. They're really such a versatile platform. It's all about communicating and engaging and nurturing your audience. So highly recommend checking Norby out I'll make sure to include a link below if you want to start a free trial and see what they're all about.
But anyways, Norby and I, or Norby and Cubicle to CEO, not me personally, I guess, Norby and our company decided to partner together to offer two $1,000 cash grants to to deserving entrepreneurs in our community. And being able to do any sort of give back to you all is seriously the most fulfilling thing like it really feels like we are together on this journey, right like you guys have supported us and this is our way to support you back. And it was so cool to see the hundreds of applications that poured in from this grant. I do not envy team Norby for having to pour through these applications and do the very, very difficult job of picking only two winners, I feel like it was an impossible task. I mean, I read every single application that came in, so I did read them. But I wasn't the one who ultimately chose the winners, because I wanted to make sure I removed myself from any bias that I might have from pre existing relationships or connections with some of you in the community. So I left that all to Team Norby.
But I was just floored you guys are incredible. Like the businesses, you're building your hearts, your stories, your tenacity, your resilience in in what's been a very hard year for a lot of small businesses. 2023 has honestly not been easy for a lot of people. And I'm just so impressed with your continual ability to show up for yourselves to advocate to dream big, even in difficult times. And I want to do more of that, like that's basically the takeaway there is that I loved getting to provide the opportunity, it had been a couple of years since we have provided a grant of any sorts. The last time we did one was actually in 2020, right around the start of the pandemic, when a lot of small businesses were really suffering from the shutdowns. So we had hosted a much on a much smaller scale, our own grant at that time as well. But getting to do this, on a much bigger scale just inspired me and encouraged me to do even more of this. So that was something that just really filled my heart from this last quarter. And I didn't want to leave it out of this recap episode.
As you all know, I've said this many times before, these income reports are a way for us to advocate for financial transparency, and to walk the walk right, lead the way. But it also very much serves as a personal audio diary of my journey of building this company in public. And so I love to pepper in these wins and the celebrations that I don't want to forget, you know, years down the line, I want to be able to hear this and remember, oh, yeah, we did that in fall of 2023. And it was so special. So thank you, for all of you who participated, if you submitted an application, thank you, for showing up for yourself or throwing your name in the hat. I loved reading about you, I loved reading about what you're working on. I'm cheering you on, I'm supporting you, even if you didn't win, I hope you felt like you really got something out of the experience of participating and continue showing up and participating. There are so many incredible grants out there that go unnoticed, because there's not a whole lot of publicity around them, do the research, seek out those resources, throw your name in the hat over and over again, you never know when it's going to be your opportunity and your chance. So best of luck to all of you who are applying for grants throughout the end of this year and into the next.
All right, I think that's all I have for you today. I know this is a shorter income report than you're used to. But like I said, there wasn't a whole lot happening on the revenue generating side in these last three months. So I'll have a lot more to share with you in our Q4 income report, a lot of exciting things we're testing. I'm very much looking forward to sharing the data with you all. So stay tuned for our end of year income report. But for now we're going to finish this income report wrap up our conversation by bringing back one of your favorite repeat guests, Kaitlyn Carlson.
If you've listened to the podcast over the last year, you already know and love Kaitlyn Carlson. She's been on the podcast a few times. She's my financial advisor, the CEO of Theory Planning Partners. We love her here, she gives you all the juicy information about how to build long term wealth as a business owner. And Kaitlyn, I'm so excited. You're back today. So hello, good to see you.
Hello, good to see you too.
All right. So for our first time listeners who are just being introduced to you real quick in 30-60 seconds, can you share what Theory Planning Partners does?
Sure. So I'm the founder and CEO of Theory Planning Partners, and we are on a mission to teach women how to utilize their business to create personal wealth.
Amazing. And one of the ways that business owners are uniquely positioned to build wealth is through different options for retirement accounts that regular employees at nine to five jobs typically don't have access to. So we're going to talk about those options that you have available to you as a business owner today but through the lens of how can you be preparing for your end of the year, so the fiscal year, you know, ending December 31 here in the United States. What are some of the things that people can be thinking about as they're looking at? Okay? Am I making sure that I've made all my contributions etc. So, Kaitlyn real quick, tell us why most of your clients don't use SEP IRAs and maybe even quickly define what a SEP IRA is. because that tends to be the default option for most self employed individuals.
Yeah, absolutely, Ellen. So I think a good point that you hit on before is how many more options business owners have than traditional employees. That is super important to understand. And small business owners are the backbone of America. So there are a lot of rewards for taking the risk of being an entrepreneur, since Small businesses are the backbone. So it's mostly about being aware of the solutions that are available to you. For a typical employee, they usually only have the 401k that's offered through their company, or outside of that they can contribute to a traditional IRA or Roth IRA. For business owners, they have access to SEP IRAs solo 401, K's defined contribution plans defined benefit plans. cash balance plan is one example of that. So there are all these different solutions that are available. But the one that gets recommended the most often is the SEP IRA. And that's for a couple reasons.
One reason is it's the solution that most CPAs are familiar with. And for most business owners who are not working with a financial advisor, usually their CPA is somewhat of their financial advisor in their life. And so even CPAs aren't aware of or fluent in all the retirement options available. So a SEP is what gets recommended the most often. And a SEP stands for a self employed plan, I believe. A SEP IRA is the full name for it. So IRA stands for Individual Retirement Account. So with a sub, the max that you can put into a SEP is either 25% of the employee's compensation or 66,000, for 2023. So in order for you to put $66,000 in your SAP, which is the max, your compensation would have to be at least $264,000.
Wow.
Which is pretty significant. And another reason why that gets recommended the most by CPAs, is because it's very simple to set up. And there are low administrative fees. But I was actually Ellen and I were speaking before this, and I was just saying none of our clients have SEP IRAs, because everyone is either using a traditional Safe Harbor 401 K plan or a solo 401 K plan. And the solo 401 K is one of the juiciest retirement plans. If you're a financial planning nerd like me, like it's so sexy, because you can put so much money into it, and it's so attractive. So it does have the same limits as the SEP, but it's so much easier to get to the 66,000. And that's because it's part employee, part employer. So when you are contributing to a solo 401 K, you have those two components. And right off the bat as an employee, it opens the door to you being able to do the employee Max, which is $22,500 for 2023.
So you have the employee portion covered and then the employer portion leaves $43,500 to get to that total of 66,000. Now this is what makes it so different than a SEP because for most people, you're capping out for a lot of people even before they get to the 22,500. But from the employer side of things, you can put in same thing, 25% of compensation from the employer side. And then you can actually do after tax contributions. So there's this strategy called the mega backdoor Roth, where you can actually get potentially up to $66,000 into a Roth bucket, which as you know from previous episodes is a tax free bucket. So this is huge, because this would take employees potentially like seven or eight years to do the equivalent if we're doing $66,000 divided by $6500, which is the limit for 2023 Actually 10 years. So it would take an employee potentially 10 years to do what a business owner could do and one aware of these strategies, and how to utilize them.
Okay, I just want to pause for a moment because there's a lot to soak in there that just want to recap real quick for our listeners. So and I'm learning so much of this right alongside of you guys, as we're all listening to Kaitlyn share these strategies. Luckily for me, most of the strategy is covered entirely hands off by her team, so I don't necessarily have to understand it. But Kaitlyn knows me I'm such a personal finance nerd. I love understanding the why So me reprocessing, this is kind of like my way of my brain clicking on on these concepts.
So anyways, what Kaitlyn was referring to, as many of you are probably familiar with a Roth IRA, like she said, is a retirement account that you put in money that has already been taxed so that at retirement, when you withdraw it, you're not paying additional taxes on it. So any growth you see is technically tax free. And the $6,500 limit she was mentioning is in 2023. Like if you are just a normal person contributing to a Roth IRA, the government does not allow you to put in more than $6,500 in a single year. I think the only exception to that is if you're like super close to retirement, right. Like if you're in your late 50s or something.
Yes, there's a catch up contribution if you're over 50 years old.
Okay, awesome. So the backdoor Roth is just such a mind blowing strategy, like Kaitlyn mentioned, because you can contribute up to, like she said, about $66,000 in a single year as a business owner, that would take a normal person 10 years, I want to go back real quick to the point that she made about the main difference between a solo 401 K, which you can utilize the backdoor Roth strategy for is my understanding, right, Kaitlyn?
Yes, correct.
Awesome. So that main difference between that and the SEP IRA is the employer employee like you can hit it from both sides. So Kaitlyn, I just want you to expand on that a little bit. Because maybe not everyone immediately grasped that concept of maybe talk us through, if you are a business owner, and you're an LLC, that files taxes as an S corp, like you were saying, before we hit record that requires you to run a payroll and to essentially put yourself on payroll as an employee of your company, even though you are also the owner of the company, but you kind of play two roles at that point. And that's, by the way, just for our listeners, that's how our company operates like, I'm an employee of my business, and I receive a regular monthly paycheck from my business that is run through payroll, but I also obviously own the business. So when I contribute from the employee side, it's out of my paycheck. When I contribute from the employer side, it's like the actual business revenue, after expenses. Right. So Kaitlyn, can you expand on that piece a little bit more about how the different sides actually contribute to that $66,000 amount?
Yeah, absolutely. And that's well done, Ellen, because you conceptualize that and articulated that really well. So I think it's always so abstract unless we use an example. So I'll give one more example. So if your compensation was $100,000, and you used the SEP, you would be capped out at contributing to that tax advantaged account at $25,000. Because it's $25,000 of your compensation for the SEP. Now, if you have that same $100,000 as your income, but it's in the solo 401k vehicle, you can already get up to the $22,500 as an employee, because that's your employee contribution. So it's just like a much more powerful vehicle right off the bat, because of those two compartments, because of the employee portion and the employer portion. And then it's your decision after that for solo 401K's again, they have for the employer side of things, they have that 25% as well. So that's $25,000. So So you have the honor to do some quick math here. $22,500 plus the $25,000. So that gets you up to $47,500. So $66,000 minus $47,500 equals $18,500. So you could choose to put $18,500 in after tax to get up to the $66. Whereas remember, with the SEP you can't go beyond 25. You're stuck at the 25. With the solo 401K, it's just a matter of choosing how you want to get to the $66,000.
Okay, so let me process that and see if I'm understanding correctly. So you're saying when you're using a solo 401 K, the employee, so again, the employee employer in this situation, if you're self employed is the same person, just so we're all clear. But it's just all about how that I guess like the government views where the money is coming from or how it's processed. So you as the employee in Kaitlyn's scenario, you're saying, I'm getting paid $100,000 a year in salary. So however, that's divvied up right whether I get paid bi weekly paychecks, monthly paychecks my total compensation adds up to $100,000. And you're saying as the employee I can have I have a certain amount deducted from my paycheck, that equals A $22,500 contribution at the end of the year to my solo 401 K from my employee paychecks side. And then at that point, I put on my employer hat as the owner of the business and I can, then you said contribute another, what was the number 27,500 25,000.
So you have to, it's a little technical, but you have to look at all compensation. And then say that, like you looked at all compensation, and it was still $100,000, you got $25,000 in as the employer contribution.
Got it, okay, so I'm still looking at total yearly compensation as 100k taking 25% of that from the employer side, so I'm maxed at 25,000. So then from your business, your business, like whatever bucket of money I guess you have available to you, at the end of the year, you could then take an additional $25,000 for the business side and add it to your solo 401 K. And then like you said that 22.5 plus the 25k, adds up now to 47.5k. But then you said, technically in a backdoor Roth using a solo 401 K, you can get up to 66,000. So to make up that difference of 18,500. Because the 47,500 was all contributed pre tax, right? So you're saying the 18,500 has to be contributed with post tax money? Did I understand that piece correctly? Or is that wrong?
Almost. So as an employee, you can decide whether you want your contributions to be pre tax or post tax.
Okay. But on the employer side, you only have the option for one or the other,
You can convert that immediately, I believe, but that's even where we pull in the rest of the team. So
This is quite complicated, which is why it's so important to have a great financial advisor on your team to really manage the strategy, and also, perhaps even more importantly, manage the execution as a strategy, which is why I'm so grateful that Kaitlyn and her team at Theory Planning Partners does all of this for us, because even just in trying to process what Kaitlyn is sharing and regurgitate it back to you. As you can see, I can get really tripped over this. And that's the encouragement I want you to have. As a listeners, if you're sitting here, panicking a little bit, because you just heard all this math and you're like, wait a second, I don't understand. It's okay. It's not your job to understand this, you if you're not a financial planner, yourself, and you're not doing this for clients, it's actually not your job to understand this.
The whole purpose of bringing Kaitlyn on for these segments is that we want to expand your mind to be aware of strategies that are unique to you as a business owner that you may not ever come across. If you don't have access to someone like Kaitlyn in your life. And hopefully by becoming aware of this concept, even if you don't fully understand it, that's okay. Just the fact that you're aware of it now allows you to ask smarter questions if you're looking to hire support in your life in this area. So Kaitlyn, I, of course, want to ask you, if someone's hearing this, and they're like, Okay, December 31 is coming up soon, I want to take advantage of some of these tax vehicles that are unique to me as a business owner, what is the best way that they can connect with you to see if they might be a great fit to work with you?
Yeah, thanks so much for asking Ellen, please feel free to head over to our website. It's theoryplanning.com. And I think Ellen will link it below. And I'm also on Instagram @TheoryPlanningPartners, so feel free to DM me there as well. That's easier.
Amazing. Thank you so much, Kaitlyn. We're gonna drop Kaitlyn's links, the Theory Planning Partners links below. And then also make sure if you haven't listened to Kaitlyn's other episodes, if this is your first introduction to her, and you're like, Who is this wizard? Genius? Like what? What are these things that are coming out of her mouth? I promise you the other episodes that she's been on give you a more full picture of the entire financial plan. She's even personally walked us through her retirement plan, like how she's contributing as a business owner as someone who can understand what it's like to be in your shoes as an entrepreneur. So anyways, all of Kaitlyn's past appearances on our podcast will be linked below for your listening resources. Thank you, Kaitlyn.
Thank you, Ellen.
If you are enjoying two doses of Cubicle to CEO and your podcast feed every week, will you help support our efforts and continuing to bring you more quality free content by going to ratethispodcast.com/cubicletoCEO that spelled Cubicle to CEO and sharing a review for our podcast. If you go to ratethispodcast.com/cubicletoCEO, it will allow you to choose which podcast player you want to leave us a review or rating on. It's super easy, it takes less than 30 seconds. You can even leave just a rating without having to write a review. So it's literally as simple as one click but it goes so far and helping us continue to pour into these resources for you. So thank you so much if you choose to do that to support our show. Again, the link is ratethispodcast.com/cubicletoCEO. We'll also link it below in the show notes.
