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PODCAST

Keep What You Earn

Shannon Weinstein

Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: Any

business entrepreneurship

All Episodes

15:30

Don't Make This Huge Mistake with Goal Setting

Keep What You Earn ·

2024/09/27

Today, Shannon tackles a common and critical mistake that business owners encounter when setting their goals. As Q4 begins and 2025 approaches, Shannon shares valuable lessons her team has learned about effective goal-setting. Listeners will discover how to avoid the pitfalls of over-measuring and the importance of celebrating milestones. Shannon walks through their journey of transformation, offering practical insights to help entrepreneurs set purposeful, manageable, and motivating objectives for

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25:03

Build Wealth Through Connections with Fred Moskowitz

Keep What You Earn ·

2024/09/25

In this episode, Shannon continues a riveting conversation with Fred Moskowitz, an expert in alternative investing and mortgage note investing. Fred sheds light on leveraging connections with other entrepreneurs and investors to educate oneself on various investment strategies. The discussion covers the wealth of investment advice available, ways to sift through it safely, and how to leverage expert networks to best serve investment goals. Additionally, Shannon and Fred touch on tax-efficient

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21:05

Exploring Alternative Investment Strategies with Fred...

Keep What You Earn ·

2024/09/24

In today's episode, we're exploring alternative investment strategies with special guest Fred Moskowitz, an expert in mortgage note investing. Fred and our host Shannon Weinstein discuss moving beyond traditional investments like 401Ks and index funds. Fred breaks down mortgage note investing, emphasizing its potential for generating cash flow and offering more financial control. Whether you're a seasoned investor or just starting, this episode is packed with insights on diversifying your

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17:21

Acquire Cheaper and Better Customers (Financial...

Keep What You Earn ·

2024/09/23

In today's episode, we're wrapping up our series on the Financial Priority Formula with Part 3. Shannon dives deep into the metrics that can help you acquire cheaper and better customers, ensuring you have a thriving, financially healthy business. We'll be exploring client lifetime value (LTV) and client acquisition cost (CAC) and their critical roles in your business's success. Shannon also shares insights on focusing your time effectively and addresses why tax minimization might not be as urgent

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12:33

Maximize Profit and Cash Flow (Financial Priority...

Keep What You Earn ·

2024/09/20

On today's episode, Shannon dives into part two of our Financial Priority Formula as we explore how to maximize profit and cash flow for your business. We'll revisit the concept of gross margin from our previous discussion and delve into the intricacies of operating profit and cash flow. I’ll explain the key differences between these two metrics and why understanding them is crucial for running a successful and profitable enterprise. Plus, Shannon will share actionable tips to improve your financial

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16:14

Simple S Corp Salary Guide for Beginners

Keep What You Earn ·

2024/09/19

Today, Shannon breaks down how S Corporation owners can determine what to pay themselves as a reasonable salary. Shannon simplifies this complex topic, exploring both internal and external factors, the importance of thorough documentation, and shares real-life audit experiences. This episode equips listeners with a clear understanding of staying compliant with IRS rules while optimizing financial benefits. Plus, Shannon offers a valuable resource to help S Corp owners manage their responsibilities

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16:45

Making Fun While Making Money with Comedy Store CFO...

Keep What You Earn ·

2024/09/17

In today's chat, we dive into the world of comedy and finance with a truly unique guest, Bob Wheeler. Bob isn't your average CPA; he's also the CFO of the legendary Comedy Store and a stand-up comic. Join Shannon as she explores Bob’s journey of merging his passion for comedy with his accounting career. Discover how he brings humor into financial discussions, helping entrepreneurs lighten up while making sound money decisions. From scaling mountains like Kilimanjaro to leading workshops on money and

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11:50

Start with This Financial Metric (Financial Priority...

Keep What You Earn ·

2024/09/16

Today’s episode marks the beginning of a compelling multi-part series on the Financial Priority Formula. In this first installment, Shannon unveils a game-changing financial metric: Gross Margin. Inspired by a recent discovery call, Shannon introduces a powerful new framework for financial focus in business. Listeners will learn about the crucial role of Gross Margin in assessing core profitability and get practical tips on how to calculate and leverage this often-overlooked metric. Tune in and

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11:14

September 15 Deadline Approaching - What to Do

Keep What You Earn ·

2024/09/13

In today's episode, Shannon addresses a timely and critical topic — the upcoming September 15 tax deadline. This episode is especially important for business owners operating as S corporations, multi-member LLCs, or partnerships. Shannon breaks down what you need to know about filing extensions, the significance of paying estimated taxes, and how to effectively prioritize your financial obligations. With quarter three tax estimates also due on the same date, there's plenty of vital information to

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53:26

How Healthy Is Your Business? (Appearance on Next...

Keep What You Earn ·

2024/09/12

In today’s episode, Shannon shares her recent guest appearance on Christine Corcoran’s podcast, "Next Level Life." During the episode, Shannon and Christine dive into crucial topics such as transforming money from a source of fear into a powerful tool for growth, and the importance of utilizing business data for informed decision-making. Shannon elaborates on essential aspects of cash flow management and stresses the necessity of keeping personal and business finances separate. She also addresses

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24:48

How to Recognize Financial Fear and Defeat It with...

Keep What You Earn ·

2024/09/11

Today, Shannon delves into the essential topic of financial fear—what it is, how it manifests, and how to conquer it. She is joined by Justin Buonomo, the CEO and founder of Journey to Financial Freedom. Together, they explore the importance of maintaining control over one's finances rather than handing it over to professionals, addressing underlying money beliefs, and shifting perspectives on entities like the IRS. Justin outlines his four-step process for achieving financial freedom and emphasizes

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09:06

The Analog Advantage

Keep What You Earn ·

2024/09/06

In this episode, Shannon explores "The Analog Advantage," delving into the irreplaceable value of human connection amid our increasingly automated world. Reflecting on a conversation with her mentor, Mel Abraham, Shannon addresses how over-reliance on automation may erode the personal touch crucial for client satisfaction. Shannon shares how her team has rebalanced their processes, reducing automation to reintroduce high-touch, personalized interactions. This episode is packed with practical

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31:39

Pressure-Free Sales Strategies with Christine Corcoran

Keep What You Earn ·

2024/09/04

In this episode with Christine Corcoran, Shannon explores effective, non-pushy ways to sell high-ticket services, those valued over $1,000. Christine discusses feminine sales approaches, emphasizing value communication and addressing client uncertainties. They delve into the importance of understanding client needs, creating genuine connections, and avoiding manipulative tactics. Christine highlights strategies for pre-qualifying clients, managing objections, and maintaining a positive sales

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17:50

How to Turn Sales Into an Inviting Experience with...

Keep What You Earn ·

2024/09/03

Today, we're joined by Christine Corcoran, a high-ticket sales strategist and business mindset coach. Christine combines her expertise in neuro-linguistic programming (NLP) and sales psychology to help women sell confidently and authentically. In this episode, we dive into transforming the often daunting sales process into an inviting experience. Christine shares her journey from corporate sales to empowering business owners, emphasizing the importance of mindset and the feminine approach to

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12:12

Why You Want to Avoid Tax Extensions

Keep What You Earn ·

2024/09/02

In today's episode, we'll dive into a topic that affects many business owners around this time of year: tax extensions. We'll explore why you might want to avoid them, the hidden costs and delays they bring, and how proactive planning can set you up for success. Whether you're an entrepreneur who procrastinates or someone looking to streamline your financial processes, this episode is packed with insights to help you stay ahead. So let's get started! What you'll hear in this episode: 05:24

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13:59

Mastering Abundance Mindset

Keep What You Earn ·

2024/08/29

In this episode, Shannon reflects on the importance of maintaining an abundance mindset as an entrepreneur, even during financial struggles. She shares insights from a recent experience in a business networking group and provides tips on how to attract ideal clients by focusing on providing value rather than showcasing desperation. Shannon emphasizes the significance of showing up as an expert and communicating the right message to cultivate trust and attract the right customers. What you'll hear

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21:48

Slow Down to Speed Up Your Wealth Journey Drew Faloon

Keep What You Earn ·

2024/08/27

Today's episode is all about learning why sometimes you need to slow down in order to speed up your wealth growth. Joining us is my friend and certified financial planner, Drew Faloon from Intrepid Wealth Partners. Drew brings a wealth of experience and a passion for helping entrepreneurs and trailblazers build a prosperous life by focusing on honest, intentional, and values-based planning. In this episode, we'll delve into the complexities of financial planning and how to distill valuable

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13:43

How to Set Goals and KPIs

Keep What You Earn ·

2024/08/26

In today's episode, we're diving into goal setting and key performance indicators (KPIs)—two concepts that often get misinterpreted and poorly implemented. We'll explore how to break down these abstract terms into actionable steps, how to set realistic yet ambitious goals, and how to measure your progress through effective KPIs. Whether you're aiming to grow your podcast, boost your revenue, or expand your client base, this episode will provide you with a framework to drive meaningful results. So,

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11:59

Lowering Your Price to Sell More?

Keep What You Earn ·

2024/08/23

Today, we're diving into a topic many business owners grapple with: the idea of lowering your price to boost sales. We'll explore why this may not be the go-to solution and look at smarter strategies to grow your customer base without sacrificing your profits. From analyzing objections to leveraging customer referrals, get ready for a deep dive into making informed pricing decisions that support your business's financial health. Let's unpack these insights together and find out what really drives

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14:53

Where Are the Best Places to Look to Find Cost Savings?

Keep What You Earn ·

2024/08/22

In this episode, Shannon shares her frameworks for finding cost savings in your business. She explains how to evaluate your fixed costs, ensure a healthy ROI on expenses like marketing, and cautions against over-focusing on tax savings while ignoring core cash flow issues. Shannon also prompts you to reflect on why cost-cutting is a priority for you right now to better guide your approach. Stay tuned for her actionable tips to trim the fat in your business expenses! What you'll hear in this

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