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...