Hey, welcome back to another bonus episode of Kivocal to CEO, the podcast where we ask

successful entrepreneurs, the business questions you can't Google. If you're new here,

hello, my name is Ellen Yin. I'm your host. And today I wanted to continue this conversation that I started with

Caitlin on the podcast this week. So she is installment number two in our Retirement for Entrepreneurs

mini series on the podcast. We're going to take a pause from the series and hopefully bring it

back at a later date when we can continue to

select another guest that shares a different investment strategy than the one that Caitlin

shared, which is all about investing in the stock market and different than the one that

Aaron shared, which is about investing in real estate. So this is a to be continued series.

However, there were a lot of amazing concepts

that Caitlin brought up in our interview on Monday that I have loved seeing your story tags around

and so many of you are like, oh my goodness, my mind is being blown by this conversation.

And I concur, Caitlin is brilliant. And one of the concepts that I actually learned from Caitlin is this

concept of creating an investment thesis any time that I want to deploy funds towards any sort of

investment. And this is particularly helpful because of a couple of reasons. So essentially,

when I'm working with Caitlin as my

wealth manager, as my financial advisor, we have created together a plan for how I can be work

optional in about 12 to maybe 15 years. And to reach that financial milestone, we have certain

savings goals that we need to reach

on an annual basis to build a portfolio of a sizable amount that can allow me to withdraw the

income that I need each month from the portfolio in a sustainable way so that I can, again,

be work optional if I choose at that point in my life.

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