In this episode of Threshold Moments, Sarah Tacy sits down with wealth strategist and financial planner Kaitlyn Carlson for a deeply personal conversation about identity, integrity, and redefining success.

Kaitlyn Carlson is the founder of Theory Planning Partners who once upon a time advised some of the wealthiest men in America, but stepped in a new direction to stay devoted to a way of higher integrity.

After seeing how the biggest players in the game were positioned for exponential wealth creation, and the financial advisors making plans to benefit themselves, and the abuse she experienced as a woman in that field, she felt called to build a model rooted in greater transparency, deep care, and long-term stewardship.

What begins as a story about an unexpected friendship unfolds into a powerful exploration of what it means to live beyond binary choices — between ambition and alignment, structure and intuition, achievement and freedom.

Kaitlyn shares her journey from a fiercely competitive childhood athlete and national championship hockey player to a successful career in finance, revealing how early experiences shaped her belief in equality, resilience, and possibility. Along the way, she discovered that true wealth isn't just financial — it's emotional, relational, and deeply personal.

Together, Sarah and Kaitlyn explore the idea of the "sacred third" — a path that exists beyond the traditional either/or choices many high-achieving women feel forced to make.

This conversation dives into the psychology of money, the importance of representation and opportunity, and how integrity becomes the foundation for both financial freedom and personal joy.

• Kaitlyn's journey from competitive hockey to wealth strategy
• Growing up believing opportunity should be equal — and living that belief
• How sports shaped resilience, confidence, and leadership
• The intersection of psychology and financial decision-making
• The concept of the Freedom Number and redefining wealth
• Integrity as a guiding principle in business and life
• Moving beyond patriarchal success models
• Creating a "sacred third" path between ambition and authenticity

• Follow Sarah on Instagram @sarahtacyt
• Learn more about Sarah's work
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• Follow Kaitlyn on Instagram
• Connect with Kaitlyn

Today, Kate Northrup returns to Threshold Moments for a live Q&A exploring money, energy, and the deeper patterns shaping how we show up in our work and lives.

In this grounded and eye-opening conversation, we explore the internal and external shifts required to move beyond scarcity, and how those shifts ripple into the systems we're part of. Kate gets specific about her role in ushering in a new economic paradigm, and answers questions about how to stay consistent even when we don't feel like it.

Kate Northrup is a bestselling author, entrepreneur, and body-based financial educator who helps conscious humans build wealth without burning out. Blending practical money strategy with nervous system awareness and cyclical living, she teaches a simple but radical approach: body first, business and money second, so you can feel safe before the external circumstances change and be present through every season of life. Through her program Relaxed Money, her books Do Less and Money: A Love Story, and the Plenty podcast, Kate offers a clear roadmap for expanding prosperity from a well-resourced foundation.

In this episode, we dive into:

• How Kate is specifically working to be a part of usher in a new economic paradigm
• The energetic imprint of money—and how to "clean" it through conscious use
• How scarcity thinking shapes behavior, decisions, and entire systems
• The role of devotion and consistency in creating meaningful work
• Navigating the tension between structure and flow
• How to show up when you don't feel resourced (without burning out)
• Micro-practices for grounding and reconnecting in the moment
• Why your internal state matters more than your strategy
• Releasing the pressure to do everything perfectly
• Trusting the next step without needing the full plan

• Follow Sarah on Instagram @sarahtacyt
• Learn more about Sarah's work
• Join Sarah's email list

• Follow Kate on Instagram
• Visit Kate's website
• Join Kate in the free 3-day workshop Good With Money (affiliate link)

Today, Kate Northrup returns to Threshold Moments for a powerful kickoff to Season 4.

Kate Northrup is a bestselling author, entrepreneur, and body-based financial educator who helps conscious humans build wealth without burning out. Blending practical money strategy with nervous system awareness and cyclical living, she teaches a simple but radical approach: body first, business and money second, so you can feel safe before the external circumstances change and be present through every season of life. Through her program Relaxed Money, her books Do Less and Money: A Love Story, and the Plenty podcast, Kate offers a clear roadmap for expanding prosperity from a well-resourced foundation.

In this expansive and deeply personal conversation, we explore what happens when internal transformation meets real-world structure—and how true power is built from both.

In this episode, we dive into:

• Why simplifying your life and business can unlock more abundance (not less)
• The hidden "money ecosystem" shaping your financial reality
• How nervous system patterns impact your ability to receive and hold wealth
• A profound story of relational healing and re-patterning in just 25 minutes
• The connection between power, money, and the integration of masculine & feminine energy
• Why both structure (masculine) and flow (feminine) are essential for sustainable success
• The concept of "right resistance" and how it actually creates usable power
• What it means to expand your capacity—financially, emotionally, and energetically
• How your internal shifts reshape the way the world responds to you
• Letting go of the pressure to "make the right decision" and trusting your growth instead

Please enjoy this episode—and if it resonates, join us in the free 3-day workshop Good With Money. It's about creating internal steadiness first - so the external growth feels sustainable. If you're the one everyone counts on to keep things moving…

You don't want to miss this.

• Follow Sarah on Instagram @sarahtacyt
• Learn more about Sarah's work
• Join Sarah's email list

• Follow Kate on Instagram
• Visit Kate's website
• Join Kate in the free 3-day workshop Good With Money (affiliate link)