Kaitlyn Carlson is the brains behind Theory Planning Partners, a boutique firm that helps female entrepreneurs establish a wealth-building strategy and plan for financial independence—i.e. retirement. In fact, our founder Ellen Yin trusts Kaitlyn with her own finances! Today, wealth advisor Kaitlyn Carlson is sharing her REAL household finances (yeah, you read right)! This is […]

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May 8, 2023

Kaitlyn Carlson Will Retire With $15M in the Bank: Check Out the Juicy Details Behind This Wealth Advisor’s Personal Wealth-Building Strategy

wealth-building strategy

In today’s case study, money and mindset coach Erinn Bridgman reveals the ultimate wealth builder AND how she’s used it to generate cash flow and set herself up to retire by 40: REAL ESTATE.  Erinn and her husband, Brent, scaled their photography business to over six figures in two years, then used that capital to […]

featured, Podcast Episodes

May 1, 2023

The Ultimate Wealth Builder: Erinn Bridgman Shares the Real Estate Strategies She Used to Pay Off $100K in Student Loans and Retire by 40

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