Episode 152 | What do Billionaires Invest in and More Financial Planning Advice for Entrepreneurs, with CPA, Kaitlyn Carlson

Kaitlyn Carlson, CPA, is the Founder of Theory Planning Partners, a boutique wealth creation firm built exclusively for the top female entrepreneurs in the United States (and possibly with a Canadian partnership coming soon!). She has worked in asset management for billionaires and has brought her extensive knowledge of wealth management to the entrepreneurial space. In this conversation, we talk about Why entrepreneurs need to have a financial plan and what to focus on fi...

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The Course Creator Show is your no-BS guide to building a wildly successful online course business—without sacrificing your sanity. We’re talking big revenue, part-time hours, and the kind of freedom that lets you work in your pajamas or from a café in Paris (because why not both?).Hosted by Gemma Bonham-Carter, an online business strategist who’s helped over 14,000 entrepreneurs through her paid programs, this show dishes out the insider strategies, real talk, and no-fluff advice you need to hit those big business goals.From behind-the-scenes peeks into her own 7-figure business to lessons from the best in the digital product game, Gemma keeps it real. When she’s not teaching you how to crush it online, she’s chasing her kids, scheming her next renovation project, or sipping matcha lattes while pretending she doesn’t love reality TV.If you’re ready to skip the hustle grind and build a business that works for your life (not the other way around), tune in. LFG.