#18 - Mastering Wealth Management for High Earners with Kaitlyn Carlson, CEO of Theory Planning Partners
Millions Were Made - Un pódcast de Jessica Marx - Miercoles
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In this episode of the Millions Were Made Podcast, Jessica Marx sits down with Kaitlyn Carlson, the Founder and CEO of Theory Planning Partners, to explore the dynamic world of wealth management for high-net-worth female entrepreneurs. Kaitlyn brings her extensive finance background to the table, shedding light on critical aspects of managing and growing wealth. They dive into common financial planning mistakes, the advantages of a holistic approach, and practical strategies to conquer invest...
