Latest / The Jasmine Star Show
The 3 Financial Mistakes Ambitious Founders Make
Are you making great money… but still not building real wealth? You’re not alone.
In this episode, I chat with Kaitlyn Carlson, former Wall Street wealth manager and founder of Theory Planning Partners, who helps 7-figure female entrepreneurs build financial legacies—not just businesses.
This isn’t your typical finance convo. We’re breaking down:
✨ Why high income doesn’t equal financial freedom
✨ Mindset blocks that keep you stuck, even at 7 figures
✨ How childhood money dynamics impact your business
✨ Why you need a wealth team, not just a bookkeeper
Kaitlyn shares practical strategies and…
The skinny
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