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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

12:42

Why The Rich Pay No Taxes and You Feel Left Out

Keep What You Earn ·

2025/05/09

In this episode, we dive into the often-asked question: Why don't the rich pay taxes? I break down common misconceptions about income, taxes, and wealth accumulation. We explore the distinction between ordinary income and passive income, and how leveraging assets plays a crucial role in minimizing tax liabilities. Learn why trading time for money continues to generate tax obligations and discover strategies to build and utilize assets for sustainable wealth growth. Join me for valuable insights on

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47:55

Invest in Building or Buying with Jackie Koch

Keep What You Earn ·

2025/05/07

I'm joined by HR expert Jackie Koch, who brings a wealth of knowledge and experience from her extensive background in high-growth startups and HR consulting. We dive into one of the most challenging aspects of entrepreneurship: hiring. Whether you're debating whether to buy talent or build it within your organization, this conversation has invaluable insights for you. Jackie and I explore the pros and cons of both approaches, discuss the importance of aligning your expectations with your hiring

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08:51

I Hired My Husband - Here's Why

Keep What You Earn ·

2025/05/05

I recently hired my husband, Jason, into our business. Jason, an adept entrepreneur with 17 years of experience, brings invaluable insights into operations and sales. Join us as we discuss the advantages of his unique perspective, collaboration opportunities, and how this move will benefit our clients. Despite bringing personal and professional challenges, this decision aligns with our goal to grow our household income and enhance service for our clients. Tune in to discover how Jason's expertise

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13:42

3 People You Should Avoid if You Want to Grow Your...

Keep What You Earn ·

2025/04/28

You want to grow your business, but to do that effectively, there are certain types of people you should avoid. Drawing from my own experiences and self-reflections, I underscore the importance of steering clear of those who disrespect your time, are overly price-sensitive, and complain excessively. These individuals can zap your energy and hinder your business growth. Join me as I offer practical advice on setting expectations, recognizing detrimental patterns, and politely

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12:49

Three Things We Look For In a Client

Keep What You Earn ·

2025/04/25

Have you ever considered the importance of evaluating values fit when bringing an employee or client on board? I'll discuss why having clearly defined core values is crucial and how it helps us identify the right clients to work with. You'll learn about the key aspects we look for in clients, such as a proven offer, a growth mindset, and resiliency from past business challenges. We'll also talk about the importance of coachability, collaboration, and setting realistic expectations. Plus, I'll

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18:34

How to Find Your Financial Constraint in Your Business

Keep What You Earn ·

2025/04/23

Let's dive into the hidden financial constraints that could be holding back your business. We explore common roadblocks like improper pricing strategies, ineffective marketing, hiring pitfalls, and leadership challenges. Learn how each constraint can impact your path to profitability, and discover practical solutions for overcoming these hurdles. From ensuring your pricing matches market tolerance and value, to enhancing your marketing efforts and making smart hiring decisions, this

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19:08

Traits of My Most Successful Clients

Keep What You Earn ·

2025/04/21

Let's dive into the critical traits that set successful entrepreneurs apart from the rest. I share insights from my lunch with one of my most successful clients and reflect on the common patterns I've noticed among thriving business owners. From the importance of fast action to making decisions quickly, and being okay with making mistakes, I share it all. We also explore the significance of having clear goals and how crucial it is to know what you want for your business. Lastly, we talk about

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14:47

Don’t Speed If You Can’t Afford a Ticket

Keep What You Earn ·

2025/04/11

In this episode, we dive deep into the financial side of running a business, translating the complexities into enjoyable, understandable concepts. Using engaging analogies, I shed light on IRS audits and the nuances of handling personal expenses through your business. We explore the risks associated with aggressive tax strategies, the importance of knowing your risk tolerance, and how strategic planning can help save taxes. Plus, I share practical tips to keep your business and personal expenses

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15:02

Early Warning Signs of a Cash Flow Crisis

Keep What You Earn ·

2025/04/09

In this episode, we tackle one of the most stressful situations a business owner can face—a cash flow crunch. I discuss how cashflow issues can drastically affect behavior and business culture, and the importance of recognizing early warning signs. I'll guide you through effective strategies to manage cash flow, such as creating a cash flow forecast and building a cash reserve. You'll learn why it's crucial to avoid quick fixes like loans or deep discounts, and why increasing the speed of cash

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13:56

Use This Hack to Hire Financial Experts in Your Business

Keep What You Earn ·

2025/04/07

In this episode, I discuss the common challenges faced by business owners when hiring financial help. I offer a strategic approach to hiring financial support by explaining the importance of building your finance team from the ground up. I also emphasize the cost-effectiveness of hiring a rock-solid accounting specialist or clerk for day-to-day operations and then layering on a fractional CFO for high-level strategic advice. I highlight the pitfalls of hiring a high-cost CFO without adequate

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10:40

How to Properly Classify Assets and Expenses

Keep What You Earn ·

2025/04/04

In today’s episode, I dive into a topic that often confuses business owners: the difference between an expense and an asset. While you might think your bookkeeper has it all handled, it's vital to understand how these distinctions affect your business's tax benefits and overall financial health. We’ll cover the basics of expenses – your typical operating costs such as advertising, materials, and rent. On the other side, we’ll define assets, like ovens or refrigerators for a bakery, which help

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09:23

Do This Before Offering a Discount

Keep What You Earn ·

2025/03/28

In this episode, we're discussing creative strategies for offering discounts without hurting your bottom line. I'll share insights on how to effectively scale your business, save money in taxes, and create a wealth-growing enterprise. While offering discounts is a common approach to driving sales and accommodating price-sensitive customers, there are smarter ways to do it that ensure you still capture full value. Learn how to make discounts contingent on referrals or specific actions taken by the

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11:30

Are You Ready For a CFO in Your Business?

Keep What You Earn ·

2025/03/21

In this episode, I'm breaking down the considerations you need to evaluate before hiring a CFO for your business. From understanding the differences between a CPA, bookkeeper, and CFO services, to knowing the signs that indicate you're ready for a CFO, this episode covers it all. I'll share insights on how a CFO can help you make data-driven decisions, challenge you to think differently, and ultimately drive your business to greater financial success. Whether you're unsettled with your current

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44:53

Judgment Free Taxes with The Only Consultant,...

Keep What You Earn ·

2025/03/19

In this episode, I had the pleasure of welcoming back Katherine Studley, the founder of The Only Consultant and Prisma Tax Group. Katherine specializes in providing judgment-free tax preparation and bookkeeping services for OnlyFans models, strippers, and exotic dancers. She shares her journey, the unique challenges her clients face, and how her firm offers a safe space for individuals in the spicy industry to handle their financial needs without fear of discrimination or harassment. We dive

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13:47

Seismic Shifts in My Mindset and Business

Keep What You Earn ·

2025/03/17

In this episode, we explore the significant moments of clarity and paradigm shifts in business, focusing on how to align your client base and operations for optimal growth. I'll share personal experiences and reflections on realizing the need for change, receiving invaluable client feedback, and the importance of intentional client selection. We'll discuss the process of honing in on what makes your business different, the power of positive affirmation, and the critical role of alignment

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10:43

Should the Same Accountant Do My Business and...

Keep What You Earn ·

2025/03/14

Drawing from a recent client experience, I'll highlight key factors to consider, such as state-specific tax nuances and the importance of specialized knowledge in areas like real estate. I’ll also share my honest approach to when outsourcing or hiring a different accountant is the best move for optimizing your tax strategy. If you're ready to gain insights that could significantly impact your financial planning and tax efficiency, this episode is for you. Remember, the information provided is for

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08:48

An 8-Figure Business Almost Missed Payroll - Here's How

Keep What You Earn ·

2025/03/12

In this episode, I dive into a real-life cautionary tale about an eight-figure business that unexpectedly faced payroll issues despite being highly profitable. I share insights on the critical difference between profit and cash flow, and highlight how blind spots in cash flow management can create significant challenges for even the most successful businesses. Through this client's experience, we explore the importance of weekly cash flow forecasting, the necessity of strict collections processes,

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14:11

Why I Didn’t Pick an Industry Niche

Keep What You Earn ·

2025/01/31

In this episode, I dive into the topic of industry niches, sharing why I chose not to limit myself to a specific industry and how focusing on core values instead has driven the growth and success of my business. Learn about the importance of identifying who you want to serve, not just by their industry, but by their attitudes, behaviors, and alignment with your core values. Discover practical tips on how to apply this approach to scale your own business, save on taxes, and create lasting

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18:33

Shannon's Appearance on "She Believed She Could"...

Keep What You Earn ·

2025/01/29

Today, I am re-sharing an episode from when I was the guest on the 'She Believed She Could' podcast. I had the pleasure of being interviewed by the host, Allison Walsh. I share my journey into accounting, which began on a dare from my father. Little did I know that demystifying financial management for small business owners would become my passion. We discuss the importance of proactive financial planning, the benefits of having a fractional CFO, and my podcast. I emphasize the need for ongoing

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42:05

Shannon's Appearance on "The Abundant Accountant...

Keep What You Earn ·

2025/01/24

Dive into this conversation I had on “The Abundant Accountant" podcast with Michelle Weinstein. As a fractional CFO and business owner, I have been thriving by using podcast appearances as a lead generation. I share my journey running my own fractional CFO practice, and how leveraging podcasts has helped me achieve a fivefold increase in annual recurring revenue. We dive into the nuts and bolts of how to select the right podcasts, craft compelling pitches, and create captivating content that

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119 results

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