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.

• 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

• Follow Sarah on Instagram @sarahtacyt
• Learn more about Sarah's work
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• Join Kate Northrup's free 3-day workshop Good With Money (affiliate link)

• Follow Kaitlyn on Instagram
• Connect with Kaitlyn

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
• Join Sarah's email list
• Join Kate in the free 3-day workshop Good With Money (affiliate link)

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

Today Amber Lilyestrom returns to Threshold Moments to share her new poetry collection Little Big Beautiful Things.

Amber is a globally recognized business mentor, a best selling author, a poet and a keynote speaker known for her groundbreaking work in business energetics and strategy. She's also one of my dear friends.

In this conversation, we explore:

• How we're rewriting the rules in this season of our lives
• Personal evolution through poetry
• Reconnecting with your heart and living beyond the mind
• Feeling rich in the simplicity of life
• The timeless wisdom of rocks
• How brave it can be to share our stories

Please enjoy this conversation, then buy a copy of Amber's book. I think it might be just what your spirit needs.

• Follow Sarah on Instagram @sarahtacyt
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• Buy Amber's books
• Visit Amber's website
• Listen to her first appearance on Threshold Moments
• Follow Amber on Instagram @amberlilyestrom

Today's episode is for you if you're in the midst of a threshold and wondering how you'll make it through.

When certain parts of our identity are stripped away, we go into the fertile void. In that space, we may not be able to find the rhyme or reason why it's happening, but I promise that the darkness enriches us all the same.

Join me as I dip into the past decade of my practice and offer reflections on how to feels to be in the middle and make it to the other side. I also share thoughts on pausing and the future of this show.

Thank you for listening and for your heart.

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I once heard from a teacher that awe might be one of the first reflexes we have as babies: eyes wide, breath held in wonder, taking in the world for the very first time.

I haven't found a study to prove it, but it feels true—the impulse to point, to name, to exclaim, "Look at that! And that over there!" The small hand tugging toward something marvelous, seemingly ordinary, yet entirely new.

Where trauma narrows our world, awe expands it. It brings our breath into the back body, our perspective into wholeness.

Awe is an invitation to pause and ask: is there anything ordinary that for a moment I could honor as extraordinary?

In this episode, I share a personal story where I embraced awe and how it changed my perspective on everyday life.

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Many of my clients come to me craving calm — slower mornings, quieter children, less chaos in their day-to-day.

That sense of peace is a beautiful goal, but I also like to remind them: calm alone isn't the full picture of nervous system regulation.

In this episode, we explore the pendulum between safety and activation — how to embrace life's natural rhythms, rather than resist them. I also offer reframes for resonance, aliveness, and the tidal waves of life.

Tune in for an invitation to get curious about living in range. Life isn't just about calm. That's only one stop on the journey.

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