Retirement For Entrepreneurs Series: This Wealth Advisor’s Investment Strategy To Grow A $15M Portfolio And Retire On $360K/Year Cubicle to CEO

Last week, we explored real estate investing as a retirement vehicle and this week, our guest’s chosen retirement strategy is investing in a stock portfolio that will allow her to retire at age 60 with a $15 million portfolio that she can withdraw an annual income of $360,000/year from.

Kaitlyn Carlson is the founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.  Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion.

I feel so lucky to be one of Kaitlyn’s Theory clients, where she is helping plan my own path to financial independence, with the goal to become work-optional by my early to mid-40s.

Today, Kaitlyn is getting vulnerable and walking us step by step through her and her husband’s personal investment strategy, laying out the exact dollar amounts for everything. Outside of our quarterly income reports we publish on the podcast, this is the most financially transparent + detailed episode we’ve ever recorded on the show. I highly recommend you break out your pen + paper or open a Google doc to take notes as you listen so you can fully process the insights Kaitlyn shares with us today.


View the transcript for this episode at: https://otter.ai/u/BOzQ_WrZI-DDJkbaf-jv7xyUVqg?utm_source=copy_url


Thank you to our sponsors:Subscribe to Natasha Samuels' show, The Shine Online Podcast, and check out the rest of episode 71 HERE: https://link.chtbl.com/mhWiLtY8Try your first 7 days of Honeybook free (no credit card required) +  save 35% on your first year of ANY plan when you sign up with our link: http://share.honeybook.com/ellen
Connect with Kaitlyn:https://theoryplanning.comInstagram: @theoryplanningpartnersSchedule to meet with Kaitlyn! https://calendly.com/theoryplanning
Iconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: https://ellenyin.com/quiz

If you enjoyed today's episode, please:Leave a positive review or rating at www.ratethispodcast.com/cubicletoceoSign up for our text notifications at ellenyin.com/superfan so you can be the first to know when a new case study has dropped!Post a screenshot & key takeaway on your IG story and tag us @missellenyin & @cubicletoceo so we can repost you.Follow (+) our show for new episodes every Monday & Wednesday