Keep What You Earn

Shannon Weinstein
  • 5.0 (190)
  • 创业
  • 一日一更
Keep What You Earn

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 opinions, recommendations, and tips offered on this podcast or other social media forums do not constitute individual tax or accounting advice. This content is designed to provide education and awareness about financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Shannon or Keep What You Earn Co.]

  1. 12小时前

    Are You Considering Moving to a Tax-Free State?

    In this episode, Shannon delves into the popular topic of relocating to a tax-free state. She explores the potential benefits, hidden costs, and vital lifestyle considerations one should evaluate before making such a significant move. Whether listeners are considering states like Florida, Texas, or others with no income tax, Shannon provides insights to ensure their decisions are based on more than just tax savings. Get ready to rethink strategies and make informed choices that truly benefit life and business.    What you'll hear in this episode:  01:24 States with no income tax; other taxes apply.  04:08 Consider convenience, resources, and potential travel costs.  07:13 US tax system preferred over Costa Rica's complexity.    If you like this episode, check out:  Business Travel Expenses Made Easy  The Truth About IRS Agents and Getting Audited  End-of-Year Financial Prep: Three Essential Steps for Business Owners    Want to learn more so you can earn more?  5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

    11 分钟

  2. 3天前

    Shannon's Appearance on "Profit First for Real Estate Investors" with David Richter

    Today’s episode delves into Shannon's recent appearance on David Richter's "Profit First for Real Estate Investors" podcast.    Listeners will explore key takeaways from the conversation, including the importance of understanding business financials, the concept of paying oneself first, and breaking down complex financial topics into simple, actionable advice. David, the host of "Profit First for REI," discusses with Shannon why many entrepreneurs struggle with appropriate self-compensation and how Shannon's journey—shifting from a would-be Spanish teacher to running her own successful accounting firm—informs her mission to educate growth-minded business owners.    The episode also touches on Shannon's experiences with corporate dissatisfaction, her transition to launching her own practice, and her drive to foster financial clarity among her clients. Emphasizing the power of podcasting in knowledge sharing, this episode offers practical steps for ensuring a business’s financial health.    Listen to "Profit First for Real Estate Investors" podcast here: https://podcasts.apple.com/us/podcast/profit-first-for-real-estate-investors/id1526029555    What you'll hear in this episode:  06:01 Realized teaching gift; started firm and podcast.  07:49 Early lesson: Invest in stocks, not toys.  10:23 Realized importance of clear, non-judgmental communication.  16:14 Business thrived remotely during 2020's opportunities.  18:22 Helping growth-minded, goal-focused business owners simplify finances.  22:48 Transitioning to an in-house bookkeeping team.  26:01 Pay yourself first to avoid business pitfalls.  28:11 Increasing salary to match employee compensation.  32:54 Guide growth-minded owners, emphasize paying yourself first.    If you like this episode, check out:  My Most Expensive Mistakes  What Taylor Swift Taught Me About Business  Mastering Abundance Mindset    Want to learn more so you can earn more?  Join Gusto today and get a $100 Visa Gift Card  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

    37 分钟

  3. 6天前

    Upcoming Changes to the Podcast in 2025

    Today’s episode features Shannon discussing exciting changes coming to the show in 2025. Shannon will share updates including a shift to three episodes per week, adjustments to the approach for guest interviews, and the introduction of varied content formats aimed at better serving dedicated listeners. She’s eager to hear feedback on these changes, so listeners are encouraged to reach out on social media. Additionally, the episode teases future content that will focus on more advanced business strategies and solutions. Tune in to discover what's next for Keep What You Earn!    What you'll hear in this episode:  01:02 Focusing on value, fewer but richer episodes.  05:21 Expanding content: interviews, client calls, business growth.    If you like this episode, check out:  My Most Expensive Mistakes  How Living in Costa Rica Changed My Mindset  What Taylor Swift Taught Me About Business    Want to learn more so you can earn more?  Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

    9 分钟

  4. 12月19日

    Key Advice for Starting a Partnership

    In this episode, Shannon explores the complexities and challenges of business partnerships. She explains essential concepts like aligning equity with effort, guaranteed payments, and the importance of complementary skill sets.    Shannon also discusses alternative business models to avoid common pitfalls, aiming to keep business relationships more professional and less conflict-prone. Whether you're considering a partnership or are already in one, this episode offers valuable insights for navigating this tricky landscape. Tune in to gain practical tips and make informed decisions for your business journey.     What you'll hear in this episode:  04:04 Distributions should align with ownership, unlike salaries.  07:04 Align equity to effort in business partnership.  13:18 Partnerships complicate life; independence offers freedom.  14:43 Joint ventures enable flexible business collaboration initiatives.    If you like this episode, check out:  Managing Business Dynamics with a Partner  Start with This Financial Metric (Financial Priority Formula Part 1)  What Are the 3 Things You Need to Know Before Buying a Business?    Want to learn more so you can earn more?  Transform your small business journey – download the Small Business $tarter Kit here.  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

    20 分钟

  5. 12月18日

    Why I’m Not Investing in a Mastermind This Year

    In today's episode, Shannon shares why she's made the unconventional decision to not invest in a mastermind or coaching community for 2025. Instead, Shannon is turning her focus inward, prioritizing the growth and development of her team. She reflects on the valuable lessons learned from past masterminds and how bringing her team along on this journey is more crucial than ever. Shannon also reveals her exciting plans for the first-ever company off-site, emphasizing the importance of connecting and learning together. Whether you're a solo entrepreneur or leading a team, this episode is packed with insights on how to invest in your team's success. Stay tuned for an inspiring conversation about team building, mentorship, and creating a collaborative work environment.    What you'll hear in this episode:  04:55 Hosting cost-effective team retreat with influential speakers.  07:42 Invest in employee growth to support company culture.    If you like this episode, check out:  My Most Expensive Mistakes  How Living in Costa Rica Changed My Mindset  What Taylor Swift Taught Me About Business    Want to learn more so you can earn more?  5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

    10 分钟

  6. 12月17日

    How Katie Savarise Built a Culture, Not Just a Brand

    Today’s episode features Katie Savarese, founder and CEO of Nova, a leading project management company.    Katie discusses transitioning from a background in mechanical engineering and a role at Uber to creating Nova. She emphasizes the importance of a strong team culture, financial preparedness, and innovative cash flow management. Discover how hiring a fractional CFO provided strategic financial support, allowing Katie to focus on growth.    Listeners will gain valuable insights into building a company culture, understanding financials, and proactive planning. Tune in for an enlightening conversation with Katie Savarese that could transform your business approach.    Katie is the Founder and CEO of NOVA, a woman-owned project management firm that specializes in renovations and large-scale developments, particularly those adjacent to sports arenas and entertainment venues. Prior to starting NOVA, she led Uber's Global Event Operations team for 7 years where she learned the importance of transportation logistics to designing developments. Katie has a passion for building strong teams that are focused on creatively solving problems and delivering impressive results.    Website: www.teamnovas.com    What you'll hear in this episode:  05:43 Started Nova, renovated White Sox visiting bathroom.  09:11 Grateful mindset enables confident career decisions.  12:43 Creating jobs inspires and carries significant responsibility.  14:32 Team-centric approach prioritizes clients and rewards employees.  18:04 Young COO learned finance through hands-on experience.  22:16 Know challenges, make informed decisions, reduce stress.  26:14 Friend recommended Shannon; realized need for fractional CFO.  29:30 Unexpected expenses challenge; strategic planning offers relief.  30:27 S Corp setup saved us significant tax money.  36:11 Focus on long-term planning for small business.    If you like this episode, check out:  Hiring Contractors vs. Employees - Pros and Cons  The Silent Business Killer  Authentic Hiring: Showcase Your Values    Want to learn more so you can earn more?  Download the Money Pro Matchmaker tool here  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

    42 分钟

  7. 12月16日

    Horizontal vs. Vertical Integration: When to Use Which

    In this episode, Shannon breaks down the concepts of horizontal and vertical integration, essential strategies for business growth. Horizontal integration involves expanding by merging with competitors, like Facebook acquiring Instagram. Vertical integration focuses on acquiring suppliers or distributors, such as Amazon taking over Whole Foods. Through real-world examples and insights, Shannon explains the benefits and challenges of each approach, helping listeners understand how to leverage these strategies for their own business success. Tune in to learn more about scaling efficiently and effectively.    What you'll hear in this episode:  03:07 Scalability, integration challenges, immense growth, regulatory scrutiny.  09:09 Vertical integration controls risk, demands strategic focus.    If you like this episode, check out:  The Most Valuable Currency to an Entrepreneur  Essential Phases in Selling Your Business  Become the Director, Not the Lead Actor Want to learn more so you can earn more?  Get $50 off your HR audit with People Principles by using code SHANNON50 here.  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

    12 分钟

  8. 12月13日

    The Five Steps to Selling Your Business

    In today's episode Shannon offers invaluable guidance for entrepreneurs contemplating an exit strategy. Shannon breaks down the comprehensive process of selling a business into five essential steps—from clarifying goals and obtaining a valuation, to optimizing operations, understanding risk management, identifying the right buyer, and mastering the art of negotiation. Whether listeners are looking to sell their company, scale it, or buy out a partner, this episode provides actionable insights and expert advice to help navigate this complex journey. So, grab a notepad and dive into the steps to ensure a smooth, profitable, and strategic business sale. What you'll hear in this episode: 06:13 Build trust, maintain data, ensure legal structure. 09:27 Client dependency risks business stability post-sale. 10:59 Over-reliance on key employees hampers business transition. 14:15 Negotiate terms; prioritize trust and risk management. 16:54 Decide clearly what you want before accepting. If you like this episode, check out: The Most Valuable Currency to an Entrepreneur Essential Phases in Selling Your Business Become the Director, Not the Lead Actor Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

    19 分钟
查看全部 717 集

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关于

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 opinions, recommendations, and tips offered on this podcast or other social media forums do not constitute individual tax or accounting advice. This content is designed to provide education and awareness about financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Shannon or Keep What You Earn Co.]

信息

  • 创作者
    Shannon Weinstein
  • 活跃年份
    2021年 - 2024年
  • 单集
    717
  • 分级
    儿童不宜
  • 版权
    © 2021 All rights reserved Fitnancial Solutions.
  • 节目网站
    Keep What You Earn

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