Cubicle to CEO

For more insight on investment strategies, listen to episode 193 with my personal wealth advisor, Kaitlyn Carlson: https://cubicletoceo.co/wealth-building-strategy/Access the transcript of this episode HERE: https://otter.ai/u/RtRE1RCmcc7XDSEpB2Xt6L1zC5c?utm_source=copy_url What's your signature CEO style? Take the quiz: ellenyin.com/quizIf you enjoyed today's episode, please: Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Sign 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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_urlThank 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/mhWiLtY8 Try 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.com Instagram: @theoryplanningpartners Schedule 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/quizIf you enjoyed today's episode, please: Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Sign 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Thank you to our contributors who we quoted in this episode: @shinewithnatasha @thetiffanycoyle @ericapowellandco @thelistcoach @joyymichelle @hayleyluckadoo @erinhurleymd @sigruncom @kc_creativellc @MizDailey Check out these previous podcast episodes: Meet My Biz Besties w/ Tessabella Jelten+ Laura Markz 3 Practical Ways To Use AI To Create Content: How Jasmine Garnsworthy Runs A Media Company As The Only Full Time Employee This NON-WEBINAR “Open House” Funnel Generates 25% Application Rates For A High Ticket Program w/ Veronica Romney 3 Life-Changing Lessons I Learned From My First Personal Wellness Retreat Our Company's Big 3 Goals For 2023 Subscribe to our channel on YouTube! https://www.youtube.com/c/CubicletoCEOAccess the transcript of this episode HERE: https://otter.ai/u/Vd4q1_8r8ea03ZzmG-r4yMAqpz8?utm_source=copy_urlIf you enjoyed today's episode, please: Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Sign 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... Learn more about your ad choices. Visit megaphone.fm/adchoices

As entrepreneurs, we have the rare privilege of deciding when and how we retire. For many of us, retirement isn’t necessarily an age, but rather a milestone of financial independence where the income from assets outside of our business fully cover our lifestyle expenses, thus rendering work optional. “Desirement”, not “retirement” as today’s guest would call it. In this first installment of our retirement series, we’re talking to Erinn Bridgman, a money management and mindset coach who helps female entrepreneurs not only design a profitable business, but generate personal wealth. Erinn reveals how she used $22,700 from her then-photography business to invest in her first real estate property, which she then snowballed to pay off $100K of student debt + build a real estate portfolio worth $7 million. Her current strategy puts her on a path to retire by 40 with an income of $300K/year, fully funded by her real estate empire.We’re running through all the numbers, profit margins, and real estate investing tactics involved - get ready to take copious notes!View the transcript for this episode at: https://otter.ai/u/H4dxDZXo5_UOXU13cddSDzLDVDM?utm_source=copy_urlThank 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/mhWiLtY8 Try 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 Join Erinn's 8-Week VIP Money Coaching Intensive: https://www.erinnbridgman.com/money-makeover-transformation Connect with Erinn: Get started with Erinn's Real Estate Investing Guide: https://www.erinnbridgman.com/real-estate-investing-guide Listen to the Wealthy Woman Podcast: https://www.erinnbridgman.com/podcasts/the-wealthy-woman-podcast Instagram: @erinn_bridgman 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/quizIf you enjoyed today's episode, please: Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Sign 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for our next Paid to Create cohort at https://ellenyin.com/paidtocreateWant to hear from our previous Paid to Create students? Check out these podcast episodes:  [$10K Launch Case Study] How She Sold Out A Course That Wasn't Created Yet How This Business Newbie Spent $0 of Her Own Money To Create & Launch Her First Online Course How to Get Paid for a Product You Haven’t Even Created Yet How This Neurodivergent Artist Increased Her Income From $250 to $10K/Month With An Online Course About Cooking Chinese Food Access the transcript of this episode HERE: https://otter.ai/u/cmusSFUQGSq8WXmsvCQI8YnOWeY?utm_source=copy_url What's your signature CEO style? Take the quiz: ellenyin.com/quizIf you enjoyed today's episode, please: Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Sign 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to our Q1 2023 Income Report! I have been publicly sharing my income reports for my business since 2019, making this our fifth year now of reporting exactly what our business makes spends and profits every 90 days. We've been doing this practice for so many years because we really believe that financial transparency is the future and that we all benefit when we collectively share our insights and our data. This is part of our advocacy work as a media platform that creates content through a financially transparent lens. Thank you for sharing and taking part in this important conversation; I hope it inspires you to be more transparent in whatever way makes sense for you in terms of money conversations. Let’s get into the numbers for quarter 1 2023!View the transcript for this episode at: https://otter.ai/u/nVbxvsYb_ZgYxUSD1QUVnaEV5mE?utm_source=copy_urlThank you to our sponsors: Swap out your ineffective questions that lead to close-ended responses with Dr. Kristine Medyanik's prompts and questions that build trust by downloading your digital copy of the Curiosity Based Leadership booklet for only $9: ellenyin.com/curiositybooklet. This booklet is a must-have for every CEO! Try 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 Try the #1 all-in-one E-commerce platform: Shopify! Sign up for a one dollar per month trial period at shopify.com/cubicle  Fellow podcasters, this is for you! Save 30% discount on your annual Mic Check Society membership (monthly payment plans are available) by going to micchecksociety.com and entering the code CEO at checkout. Hear Haley go more in depth on the 3 Wealth Systems in this episode of The Recurring Wealth Podcast: https://podcasts.apple.com/us/podcast/the-3-wealth-systems/id1479078919?i=1000607095293Catch up on all of our past income reports at https://ellenyin.com/incomereportFor the rest of the links mentioned in this episode, check out our blog post: https://cubicletoceo.co/financially-independent-women/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/quizIf you enjoyed today's episode, please: Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Sign 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... Learn more about your ad choices. Visit megaphone.fm/adchoices

Access the transcript of this episode HERE: https://otter.ai/u/CYs6U8bwEUXUAt-wscimUkYbZt4?utm_source=copy_url What's your signature CEO style? Take the quiz: ellenyin.com/quizConnect with Carmen + learn more about the Permission Slip Retreat I attended: https://carmenohling.com/permissionslipretreat/ https://www.instagram.com/carmenohling/ https://www.instagram.com/permissionslipcommunity/ If you enjoyed today's episode, please: Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Sign 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s a love story that rivals Taylor’s version of Romeo & Juliet. Follow the saga of two Cubicle to CEO mentees turned biz besties, from meet-cute to making $25K together by leaning on each other’s strengths. Mindi Trimble + Juliette Molina's case study is proof that biz besties not only better your life, but also grow your bottom line - and why relationships are key to your success in business. View the transcript for this episode at: https://otter.ai/u/CKEGIVVgxtvxH8faaE3hLodTWsQ?utm_source=copy_urlThank 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/mhWiLtY8 Try 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 Fellow podcasters, this is for you! Save 30% discount on your annual Mic Check Society membership (monthly payment plans are available) by going to micchecksociety.com and entering the code CEO at checkout. Connect with Mindi:  Book your Accepted Academy connection call: https://www.minditrimble.com/bookacall https://www.minditrimble.com/mentoring Instagram: @minditrimblementoring Connect with Juliette: https://www.beautybyjuliette.com/ Instagram: @julesbmakeupgirl https://www.linkedin.com/in/juliette-m-89125aa/ https://www.facebook.com/Julesbmakeupartist/ 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/quizIf you enjoyed today's episode, please: Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Sign 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Find out your unique CEO style here: https://ellenyin.com/quizAccess the transcript of this episode HERE: https://otter.ai/u/jE5I8jFFUpJAcwjlQhBaf6VESgw?utm_source=copy_url If you enjoyed today's episode, please: Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Sign 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re continuing our back to back conversations with entrepreneurs who monetize as content creators or influencers with this week’s guest, Mattie James. Mattie is a former Miss Liberia USA turned best-selling author of Everyday MAGIC, the CEO of the Mattie James Company, and founder of Bossfluence. In today’s case study, Mattie reveals 3 key strategies she implemented in her business over 3 years that made her $3 million dollars. To add to the synchronicities, Mattie is also a proud mom of 3, leaning into her role as a parent to inspire the content she creates. View the transcript for this episode at: https://otter.ai/u/Y14frpm1638l15kpMtbvB5kcSFA?utm_source=copy_urlThank 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/mhWiLtY8 Try 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 Fellow podcasters, this is for you! Save 30% discount on your annual Mic Check Society membership (monthly payment plans are available) by going to micchecksociety.com and entering the code CEO at checkout. Connect with Mattie:  https://www.mattiejames.com https://www.bossfluence.com Instagram: @themattiejames Influencers, Creators & UGC - What's The Difference? Listen to Ellen's perspective in bonus episode #14 here: https://cubicletoceo.buzzsprout.com/820498/12588783-bonus-14-influencers-creators-ugc-what-s-the-differenceIconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: https://ellenyin.com/quizIf you enjoyed today's episode, please: Leave a positive review or rating at www.ratethispodcast.com/cubicletoceo Sign 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 Learn more about your ad choices. Visit megaphone.fm/adchoices