118 - Kaitlyn Carlson Q&A: Planning for Support

In this special Q&A episode of Threshold Moments, Sarah Tacy is joined by financial strategist Kaitlyn Carlson for an honest, grounded conversation with members of the JUICE community. Kaitlyn Carlson is the founder of Theory Planning Partners a wealth building firm. She brings experience from advising some of the wealthiest entrepreneurs in America. Kaitlyn's work blends financial mastery with intuition, action with intention, and strategy with sustainability — offering a grounded, empowering perspective on wealth that benefits both visionary founders and everyday high achievers who want to grow their money wisely and well. Together, they explore what it really looks like to stand at a personal threshold, the moment where authenticity calls you forward but certainty hasn't arrived yet. Through live audience questions, Kaitlyn shares the behind-the-scenes reality of leaving a stable but soul sucking job to build something new. What she would do differently if she were to go back, and what small internal shifts create lasting transformation, and why financial systems, and our relationship to money, may be more expansive than we've been taught to believe. Also can capitalism really be regenerative? This conversation moves beyond mindset into practical, emotional, and philosophical territory: from trusting inner whispers to redefining capitalism, building sustainable business foundations, and taking the first doable steps toward financial stability (doing something is better than doing nothing!). If you've ever felt the pull toward a new version of yourself but wondered how people actually make the leap, this episode offers both reassurance and real-world guidance. In This Episode, We Explore: What it means to stand at a threshold of authenticity The "micro inner movements" that create big life changes Why courage often looks messy, uncertain, and incremental Trusting intuition while still making practical decisions Meditation as a tool for clarity and nervous system regulation Surrounding yourself with people who can hold belief for you Building frameworks that create sustainable transformation A new perspective on regenerative capitalism Moving from scarcity thinking to value creation Beginner-friendly first steps toward investing and financial stability Connect with Sarah Follow Sarah on Instagram @sarahtacyt Learn more about Sarah's work Join Sarah's email list Join Kate Northrup's free 3-day workshop Good With Money (affiliate link) Connect with Kaitlyn Follow Kaitlyn on Instagram Connect with Kaitlyn