Bonus: How Much Do You Really Need To Make In Your Business? Wealth Advisor Shares Shocking Truth

Cubicle to CEO

Ellen Yin

Business, Marketing, Entrepreneurship

5.0 • 580 Ratings

🗓️ 2 August 2023

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

Book an intro call with Theory Planning Partners at https://calendly.com/theoryplanningHear Kaitlyn's full investment portfolio that is setting her up for retirement in episode 193: https://cubicletoceo.co/wealth-building-strategy/Access the transcript of this episode HERE: https://otter.ai/u/HAEBrm9I-94X1DAS6s62HManDLs?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

Transcript

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1:12.2	Hey friends, welcome back to Cuvicle to CEO, the podcast where we ask successful entrepreneurs,
1:18.1	the business questions you can't Google. This segment is a continuation of our Q2-2020 income report, an ongoing series advocating for financial transparency and supported by our
1:24.2	sponsor Theory Planning Partners. Returning to the podcast for this special is the
1:29.1	CEO of Theory and my personal wealth manager, Caitlin Carlson. Here to answer the existential
1:34.8	question that plagues most entrepreneurs, how much is really enough? In our quest to earn more,
1:41.9	scale more, and advance our business to new financial statuses
1:45.2	by striving for six, multi-six, seven figures, and beyond, are we really getting closer
1:50.7	to making enough to support our dream lifestyle, or are we blindly reaching for more because
1:55.4	we don't understand the actual numbers required to achieve what we want? After spending
2:00.6	years managing money for the world's
2:02.5	richest people and entrepreneurs, Caitlin has a unique take on understanding when more revenue
	...

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