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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

47:09

Stop Waiting and Start Scaling with Sam Vander Wielen

Keep What You Earn ·

2025/04/16

Believe it or not, it is possible to scale your business while keeping things simple. Today, I'm joined by Sam Vander Wielen, an attorney turned entrepreneur and leading legal educator to online business owners. Sam and I explore the myths of business complexity, the pitfalls of shiny object syndrome, and the importance of focusing on core offers. We also discuss practical strategies for email marketing, lead generation, and balancing personal happiness with business success. If you're ready to

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08:32

Is My Business Doing Okay?

Keep What You Earn ·

2025/04/14

There's a recurring theme in my recent client calls: the uncertainty many business owners face about the true health of their business. Discover why it's crucial to periodically step back and assess your business's performance objectively. You'll learn how to interpret common financial signals and maintain a balanced view of your business's health, even when self-doubt creeps in. Tune in to find out why concise, honest feedback can be a game-changer for your peace of mind and long-term success.

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44:15

Tackling Tough Conversations About Money with Mary...

Keep What You Earn ·

2025/04/02

In today's episode, we talk with Certified Financial Planner Mary Clements Evans, author of "Emotionally Invested". Mary shares her approachable, jargon-free insights on personal finance. We break down the emotional aspects of financial planning, focusing on the personalities that drive financial behaviors. Mary also delves into her own experience of transitioning from corporate America to launching her own financial advisory firm at the age of 52. We discuss the importance of having a

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11:47

How to Play the Long Game in Marketing and Still...

Keep What You Earn ·

2025/03/31

In this episode, I'm tackling a common challenge many business owners face: balancing long-term marketing strategies with the need for immediate cash flow. While the long game in marketing often yields the highest ROI through sustainable results, it requires patience and consistent investment, which can strain your budget if not managed properly. I'll dive into effective ways to manage your spending, discuss the importance of setting monthly budgets, and share actionable tips on maintaining a

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01:03:21

The Key to Building Authentic Relationships and...

Keep What You Earn ·

2025/03/26

Today, I'm thrilled to welcome back Cass Thompson, a former career coach and expert in all things networking. Cass believes that while our opportunities to connect are endless thanks to social media and digital tools, those connections require genuine effort to transform into meaningful relationships. That's why she founded The One Hello Society, a community designed to foster accountability in follow-ups, which are crucial for business success. In this episode, we dive deep into

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12:04

My Advice on Communicating with Investors

Keep What You Earn ·

2025/03/24

In this episode, I'm diving into the nuances of investor relations, especially for those who've never raised capital before. We'll explore the essentials of forming a corporation, crafting investor agreements, and, crucially, how to communicate effectively with your investors. I'll share actionable tips on maintaining strong investor relationships, the importance of setting realistic expectations, and the downsides of over-sharing financial details. Learn how to keep your investors informed,

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09:22

You Are Overthinking Tax Strategies

Keep What You Earn ·

2025/03/10

In this episode, I dive deep into the intricacies of tax season and how it's affecting business owners. We’ll explore common questions around tax deductions, tax savings, and the strategies that are often suggested by various sources on the internet. While there are many legitimate strategies out there, I highlight the potential pitfalls and time costs related to overcomplicating your tax approach. Through real-life anecdotes and practical advice, I urge you to reallocate your time towards

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10:21

How Cash Flow is Different From Profit

Keep What You Earn ·

2025/03/07

In this episode, I guide you through the crucial distinction between profit and cashflow—two terms often mistakenly used interchangeably. You'll learn why understanding the difference is essential for your business's financial health. We'll cover how profit is generated purely through business operations, representing what’s left after expenses. In contrast, cash flow accounts for all movements of money in and out of your bank account, including loan payments, distributions, and

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12:11

How to Know if Your Pricing is the Problem

Keep What You Earn ·

2025/03/05

In this episode, I'll discuss how to decipher your profit and loss statement to identify if pricing is a problem, and how to make strategic adjustments to scale your business effectively. By analyzing core offers, gross margins, and net margins, we'll explore ways to optimize profitability. I'll also share practical strategies to align your pricing with market value, reduce costs, and structure offers to encourage customer loyalty. Whether you're struggling with cash flow or just curious about

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10:58

How We Handle Personal Expenses in a Business

Keep What You Earn ·

2025/03/03

Today I discuss the common issue of commingling personal and business expenses, a practice that many entrepreneurs unintentionally fall into. While it's understandable to make occasional mistakes, it's vital to know how to handle these situations to avoid significant repercussions like audits. I'll share key pointers on why recurring personal expenses should never go through your business account and how to better manage your personal finances. Additionally, I'll explain why it's smarter to increase

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09:13

Is Your CPA a Problem Finder or Problem Solver?

Keep What You Earn ·

2025/02/28

In this episode, I dive into the crucial distinction between a financial professional who merely reports results and a true advisor who offers valuable insights and guidance. If someone is just giving you the numbers without explaining how you got there, why you’re there, or what needs to change for better financial trajectory, they may not be the advisor you need for business growth. Join me as I explore the importance of having a CFO-type adviser who adds intrinsic value beyond just reporting the

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12:09

How to Confidently Leave Your 9 to 5 and Embrace...

Keep What You Earn ·

2025/02/26

In this episode, I reflect on a significant lesson from leaving my corporate job. I discuss the fears associated with leaving a secure 9 to 5, the illusions about the risks involved, and how you're not truly starting from scratch but rather equipped with valuable skills. Whether you're contemplating a career change, have already taken the leap, or are looking to understand the true risks and rewards, this episode is for you. I'll also share insights on how to leverage your accumulated skills and

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16:04

How to Budget for a Growing Company

Keep What You Earn ·

2025/02/24

Today, I share the simplest approach to budgeting for your business. You'll learn how to create a profit plan using a streamlined method we've been implementing for our clients. This method helps you understand your financial standing without the complexities often associated with budgeting. I'll walk you through key concepts like profit margins, cost of goods, acquisition costs, and operating costs. Discover how to categorize your expenses into three main areas—fulfillment, acquisition,

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10:30

My Biggest Fear as a CFO

Keep What You Earn ·

2025/02/21

In this episode, I get candid about a topic that's been on my mind—what sets a CFO apart from a traditional accountant. I'll dive into my biggest fear as a CFO: not delivering enough value and being seen as just another run-of-the-mill accountant. We work hard to differentiate our services, positioning ourselves as strategists who happen to be accountants, and I’ll share why this matters. From discussing industry practices to providing analogies with Spirit Airlines and Delta, I'll clarify why

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51:49

When to Persist or Pivot with Lori Harder

Keep What You Earn ·

2025/02/19

In this episode, I sit down with my friend and mentor Lori Harder, the podcast host of 'Earn Your Happy' and the founder and CEO of Gloci. Lori shares her incredible journey from an in-debt high school dropout to a multimillionaire serial entrepreneur. We dive deep into her experiences, from her initial venture in fitness and network marketing to the challenging yet rewarding pivot from her first iteration of Gloci, originally called Light Pink. Lori opens up about the emotional and strategic

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31:05

Shannon's Appearance on "The Million Dollar Machine"...

Keep What You Earn ·

2025/02/17

Let's dive into my journey to becoming a finance professional, insights on cash flow forecasting, the nuances of financial metrics like P&L statements, and strategic investments to grow your business. We also discuss the emotional aspects of financial management and how to navigate the metrics that truly matter for your business's health. If you've ever felt overwhelmed by the financial side of your business, this episode will equip you with practical tools and a clearer understanding to help you

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18:39

What You Need to Know Before Investing in a Business

Keep What You Earn ·

2025/02/14

Today, I dive into crucial considerations for investing in businesses, applicable whether you’re an investor or a business owner seeking capital. Drawing from a recent conversation with a friend receiving numerous business proposals and pitch decks, I created a comprehensive checklist of factors to evaluate. I emphasize understanding financials, team management, unique expertise, profit management, and cash flow. Additionally, I explore the importance of knowing investment time horizons, exit plans,

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53:29

Shannon's Appearance on "Digital Business Evolution"...

Keep What You Earn ·

2025/02/12

We dive into my journey from a childhood influenced by my father, who was a CPA to becoming a successful business owner and financial educator. I share invaluable insights on how entrepreneurs can better manage their finances, the importance of tax planning, and the common mistakes to avoid. We also touch on the importance of mindset in financial success and the necessity of diversifying both revenue streams and investments. This episode is packed with practical advice for entrepreneurs at any stage

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12:45

I Lost a $75K Revenue Client - Here is What I Learned

Keep What You Earn ·

2025/02/10

We all struggle with, and often avoid the topic of losing clients, but the truth is, it happens to everyone. I reflect on why we lost a key client, the mistakes I made, and how confidence without competence can be damaging in business. Discover the importance of self-awareness, honesty with clients, and collaborative communication. I'll share how these lessons have shaped the way I approach client relationships now and how you can apply them in your business to ensure you serve your clients as

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12:49

Better Decisions Start with Better Data

Keep What You Earn ·

2025/02/07

In this episode, we dive into the power of good data in business decision-making. You’ll learn how better data can validate your intuition, remove emotional biases, and help you make strategic decisions that drive growth and profitability. Discover the importance of focusing on key performance indicators without getting lost in the minutiae. I’ll share my personal experiences with data-driven decisions, especially in managing team dynamics, and why having quick access to reliable data is crucial

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