The Jasmine Star Show

Are you making great money… but still not building real wealth? You’re not alone.
In this episode, I chat with Kaitlyn Carlson, former Wall Street wealth manager and founder of Theory Planning Partners, who helps 7-figure female entrepreneurs build financial legacies—not just businesses.
This isn’t your typical finance convo. We’re breaking down:
✨ Why high income doesn’t equal financial freedom
✨ Mindset blocks that keep you stuck, even at 7 figures
✨ How childhood money dynamics impact your business
✨ Why you need a wealth team, not just a bookkeeper
Kaitlyn shares practical strategies and powerful shifts to help you move from hustle to legacy—and finally keep more of what you earn.
Whether you’re making $500K or $5M, this conversation will help you rethink how you lead, earn, and build a future on your terms.
Click play to hear all of this and:
[03:44] Why most 7-figure entrepreneurs focus on income but ignore long-term wealth
[08:19] The financial wake-up call that led Kaitlyn to serve female founders
[11:11] How childhood experiences shape your financial mindset
[16:05] The key differences between an income strategy and a wealth strategy
[23:45] Why building wealth requires a team (and not just a bookkeeper!)
[29:32] How to evaluate if your business is scalable, sellable, or sustainable
[37:51] The mental shift that changes everything: from “I have enough” to “I’m enough”
Listen to Related Episodes:
Tax Secrets Every Entrepreneur Should Know with Karlton Dennis
8 Mindset Shifts to Transform Your Relationship with Money
Wealth Building Strategies: How to Budget, Invest, and Raise Your Prices
Connect With Kaitlyn Carlson:
Instagram: https://www.instagram.com/theoryplanningpartners
Facebook: https://www.facebook.com/profile.php?id=100090129347132
Website: https://theoryplanning.com/
📧 Join my Newsletter for a weekly cocktail of insider business strategy, personal reflections, and the journey of being a thought leader: https://jasminestar.com/newsletter 📧
For full show notes, visit jasminestar.com/podcast/episode620

In this episode, I share one of the most transformative moments of my life: watching my mom relearn how to walk after aggressive cancer treatments. It was humbling, heartbreaking, and taught me a core truth—if you don’t believe in yourself, nothing else matters.
Even with the support of loved ones, if you lack belief in your vision, your goals, or your ability to make it happen… your dreams will stall.
So what does belief really look like in business? It’s not about pretending everything’s fine or reciting affirmations in the mirror. It’s about choosing to lead with intention, not insecurity. It’s about seeing your future self clearly and making daily decisions that align with her.
This isn’t just mindset fluff—it’s a roadmap for making belief your business strategy.
Whether you’re feeling stuck, afraid, or like your “baby steps” aren’t working fast enough… this episode will remind you that every small, imperfect action counts. And belief? That’s the first one.
Let’s take that step—together.
Click play to hear all of this and:
[00:00] Why discomfort is the price of change (and what baby steps really teach us)
[01:45] The emotional moment watching my mom relearn how to walk—and what it taught me about belief
[02:38] Hard truth: If you don’t believe in you, your dreams won’t work
[03:39] The #1 mistake entrepreneurs make when trying to grow: consulting their past
[04:33] A guided exercise to envision your future self and reverse engineer their habits
[06:10] How small decisions (like online grocery delivery!) reflect your identity as a future CEO
[08:02] Why you must act like your future self today—not once you “arrive”
Listen to Related Episodes:
How to Become Your Own Advocate and Get What You Want With Heather Hansen
How to Gain Unshakable Confidence Through Clarity ft. Erin Weed
📧 Join my Newsletter for a weekly cocktail of insider business strategy, personal reflections, and the journey of being a thought leader: https://jasminestar.com/newsletter 📧
For full show notes, visit jasminestar.com/podcast/episode619

In today’s episode, we’re diving into the behind-the-scenes of my last quarter of 2025—a whirlwind of decisions, mindset shifts, and lessons learned. The theme? Laying bricks—small actions that lead to big breakthroughs.
I’ll share a personal moment walking my daughter into kindergarten for the first time and how it symbolized growth in my life and business. You’ll hear about my unconventional partnership with JD, where he’s the primary caretaker and I’m the CEO, and how I’ve built a business that serves my life first.
I’ll also talk about surprising lessons from a sales call, balancing business with personal life, and my plans for 2026. This episode is packed with mindset shifts, behind-the-scenes stories, and actionable tips for your own business journey.
Click play to hear all of this and:
[00:00] How volunteering at my daughter’s kindergarten and aligning my schedule taught me valuable lessons for business.
[02:00] The decisions JD and I made as parents and entrepreneurs to design a life and business that serves our family first.
[05:00] Why being in the right rooms and investing in experiences—like the Hampton Executive Retreat—can pay off in unexpected ways.
[08:00] A deep dive into my class on “The Three Money Beliefs That Made Me Millions” and how a major technical issue taught me the importance of mindset.
[10:00] The importance of getting clear on hiring decisions and understanding who you need on your team to scale in 2026.
[12:00] Why I spent $5,000 on a two-hour consult and how it helped me avoid costly mistakes while accelerating my growth.
Listen to Related Episodes:
Quarterly Review: Behind the Scenes of My Biggest Lessons of Q3
My Raw and Real Q2 Business Review
Quarter One Review: Inside My Podcast Monetization Strategy + Course Launch Wins
📧 Join my Newsletter for a weekly cocktail of insider business strategy, personal reflections, and the journey of being a thought leader: https://jasminestar.com/newsletter 📧
For full show notes, visit jasminestar.com/podcast/episode618

I was invited to speak at a $7M company’s all-hands meeting as they prepare to scale past eight figures—and they let me bring YOU with me. In this episode, I share how I restructured my own team, led through uncertainty, and got everyone to believe in a vision they couldn’t yet see. If you’re scaling and leading a team, this episode is your roadmap. Let’s grow together.
Click play to hear all of this and:
[00:49] The story of restructuring my company and leading through massive uncertainty
[02:41] A rare look inside a private team meeting at a 7-figure company scaling to 8
[03:33] What it really means to be in the top 1% of businesses—and why staying there requires change
[06:08] How to build a culture where “when we win, the team wins”
[07:59] How to ask your team to choose growth—even if it means choosing change or choosing to leave
[11:22] The 3 things required to scale: clear vision, clear action, and clear systems
[15:05] Why fixing systems is the fastest way to get more time, more money, or both
Listen to Related Episodes:
My (Un)Sexy Strategy for Business Growth
How to Create Team Systems and Operations That Simplify Scaling and Growth
3 Signs It’s Time to Restructure Your Team as a Leader
📧 Join my Newsletter for a weekly cocktail of insider business strategy, personal reflections, and the journey of being a thought leader: https://jasminestar.com/newsletter 📧
For full show notes, visit jasminestar.com/podcast/episode617

Feeling stuck at the same revenue level? In this tactical, no-fluff convo with Leila Hormozi, we unpack what’s really holding entrepreneurs back from scaling. From breaking past $100K to building a team that drives growth, Leila shares what separates stuck solopreneurs from powerful CEOs. If you're ready to scale smarter—not harder—this one’s for you.
Click play to hear all of this and:
[00:51] Why so many entrepreneurs get stuck before they ever start building
[01:38] The #1 reason people don’t hit six figures (and how to overcome it)
[03:57] What to do when you are the bottleneck in your business
[04:41] From six to seven figures: what changes in your mindset and strategy
[06:11] The power of staying focused—and how “shiny object syndrome” kills momentum
[08:00] Why perfectionism is actually a form of fear (and how to drop it)
[10:09] How Leila learned to lead, and why it changed everything in her business
[12:00] The hiring mindset shift every founder needs to scale a team
🎧 Listen to the full episode with Leila Hormozi, Building a Wildly Successful Business (and how to show up when it’s hard) with Leila Hormozi, >>HERE<<
Listen to Related Episodes:
Emotional Intelligence in Leadership: How You Can Develop, Practice, and Improve It
Breaking Up with Perfectionism to Scale Your Life
Finding Joy in “The Build” to Grow a Massive Business with Jason Phillips
Connect With Leila Hormozi:
Instagram: https://www.instagram.com/leilahormozi
Facebook: https://www.facebook.com/leila.naghshineh
Website: https://www.acquisition.com/
📧 Join my Newsletter for a weekly cocktail of insider business strategy, personal reflections, and the journey of being a thought leader: https://jasminestar.com/newsletter 📧
For full show notes, visit jasminestar.com/podcast/episode616