307 episodes

Keep What You Earn is a podcast where entrepreneurs at all levels learn how to navigate the financial side of entrepreneurship so they can keep what they earn and grow their business with confidence.

Your host, Shannon Weinstein, is a CPA, coach, and business mentor whose purpose is to simplify the money side of business so you can build your wealth and create the life you desire.

Each episode on Keep What You Earn will help you take action to unlock growth in your business through financial strategy and mindset work.

[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 Fitnancial Solutions, LLC.]

Keep What You Earn Shannon Weinstein

    • Business
    • 5.0 • 126 Ratings

Keep What You Earn is a podcast where entrepreneurs at all levels learn how to navigate the financial side of entrepreneurship so they can keep what they earn and grow their business with confidence.

Your host, Shannon Weinstein, is a CPA, coach, and business mentor whose purpose is to simplify the money side of business so you can build your wealth and create the life you desire.

Each episode on Keep What You Earn will help you take action to unlock growth in your business through financial strategy and mindset work.

[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 Fitnancial Solutions, LLC.]

    Tips for Negotiating Business Deals

    Tips for Negotiating Business Deals

    I am discussing the importance of negotiation in business and some tips to help you get ahead. Research and preparation are essential before entering any negotiation. Understanding the other party's position and alternatives can help you prepare. It's also crucial to understand who holds more leverage when going into the conversation.
     
    Another critical aspect of negotiating a deal is to not fixate on price but rather on the overall value that a deal can bring. And remember, think long-term. Look beyond short-term gains and consider the potential long-term value of the agreement. Don't be afraid to walk away from a deal that doesn't benefit both parties. Sometimes, focusing on building a strong relationship is more valuable than the immediate deal.
     
    Join me in this episode of "Keep What You Earn" to master negotiation strategies and thrive in the complex world of business negotiations.
     
    What you’ll hear in this episode:
    [0:50] Many aspects of business are negotiations, whether you realize this or not.
    [2:00] Do your homework and research before entering into any negotiation
    [4:28] Know who has more leverage when entering into the conversation.
    [6:00] Be prepared to walk away from a deal if it is not mutually beneficial.
    [8:00] Sometimes it is more beneficial to focus on the relationship with a person, than the deal at hand.
    [9:40] Focus on value, not price.
    [12:22] Try to not focus on the short-term outlook when negotiating, try to focus on the potential long-term value of the deal.
     
    Related Episodes:
    Why 100% Employee Retention Should Not Be Your Goal with Jason Weinstein
    Cash Flow Series Part 1: How to Measure Cash Flow
    Cash Flow Series Part 2: How to Maximize Cash Flow
     
    Resources:
    * Find everything you need at https://www.keepwhatyouearn.com
    * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa
    * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/
    * Hire us: https://www.fitnancialsolutions.com/accounting
    * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator
    * Find me on IG https://www.instagram.com/shannonkweinstein/
    * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
    * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html
     
    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.

    • 18 min
    Synching Your Business with Your Cycle with Melissa Rodriguez

    Synching Your Business with Your Cycle with Melissa Rodriguez

    I have the pleasure of speaking with Melissa Rodriguez, an inspiring force of nature who is not your average marketing expert. Melissa is a digital nomad and entrepreneur who has created a coaching business that helps female entrepreneurs tap into their unique feminine energy and menstrual cycles to unleash their full potential. 
     
    During our conversation, Melissa shared with me her insights on cycle syncing in business and how it can be leveraged to increase productivity. She broke down the phases of the menstrual cycle into easy analogies for understanding and explained how different phases align better with certain activities. I was really impressed by the emphasis on being aware of how each phase impacts you personally and finding ways to maximize productivity even if you cannot arrange your life around your cycles.
     
    Melissa also shares her insights on how men can use this information to support women in their lives and create a more supportive and understanding environment.
     
    Overall, Melissa's unique approach and expert guidance make her an ideal ally for any female entrepreneur looking to take their business to the next level. I learned so much from our conversation and I hope you do too. Tune in to learn more about cycle syncing in business and how it can help you unlock your full potential.
     
    [2:40] Who is Melissa Rodriguez and what is a cycle-syncing business coach?
    [5:45] How can cycle syncing be leveraged in business?
    [9:45] Breaking down the phases of the menstrual cycle into some easy analogies to understand. 
    [13:22] Do certain phases of the cycle align better with certain activities?
    [18:30] The importance of awareness during each phase of your cycle to understand how each impacts you personally.
    [24:45] What can you still do to maximize your productivity if you do not have the ability to arrange your life around your cycles?
    [27:31] What is a good first step for someone who wants to begin understanding the impacts of their cycle?
    [34:30] The importance of prioritizing rest, whatever rest means for you, during your menstrual phase.
    [40:42] As a male, how can you use this information to support the women in your life?
     
    Connect with Melissa:
    Link to the journal on Amazon - https://www.amazon.com/dp/B0BMT47FCJ
    Link to the free training I mentioned - https://melissarj.podia.com/ways-to-grow-your-business-with-the-help-of-your-menstrual-cycle
    IG: @iammelirodriguez
    Website: https://melissarj.com/
    Retreat: https://melissarj.com/the-retreat/
     
    Related Episodes:
    Getting Out of Your Own Way with Lindsey Mango
    Drown Out the Noise and Do Hard Things with Hannah Wells
    Unlocking The Next Level of Revenue
     
    Resources:
    * Find everything you need at https://www.keepwhatyouearn.com
    * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa
    * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/
    * Hire us: https://www.fitnancialsolutions.com/accounting
    * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator
    * Find me on IG https://www.instagram.com/shannonkweinstein/
    * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
    * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html
     
    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.

    • 48 min
    Which Financial Professionals Do You Need in Your Business?

    Which Financial Professionals Do You Need in Your Business?

    When starting a business, it is important to have some professional assistance that fits the specific needs of your business.
     
    Generally, the first step is to hire a bookkeeper to compile and collect financial data and categorize transactions. This is important in making informed business decisions and preparing for taxes. It is not recommended for business owners to do their own accounting unless they have knowledge in the area.
     
    Then comes the question, who should you hire next? With so many different financial professionals out there, which is the best option to help you with your business?
     
    As the business matures and revenue increases, it is often beneficial to hire a strategic advisor who can provide guidance on navigating the business and implementing growth strategies. I will cover the different types of professionals and the services they often provide in the episode today.
     
    What you’ll hear in this episode:
    [2:38] What does each type of accountant do?
    [5:23] What is a bookkeeper and what do they do?
    [8:23] What is accounting? What is a tax professional?
    [12:30] What are the layers of professionals that you can use in your business?
    [14:41] The importance of having a tax advisor in your corner.
     
    * Related episodes:
    The Hidden Costs of Not Hiring a Tax Pro
    CFO vs Accountant: Which is the Right Fit for Your Business?
    How to Hire a Tax Planner with Jackie Meyer
     
    * Find everything you need at https://www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/
    * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa
    * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/
    * Hire us: https://www.fitnancialsolutions.com/accounting
    * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator
    * Find me on IG https://www.instagram.com/shannonkweinstein/
    * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
    * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html
     
     
    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 min
    Defining Your Vision for a Financially Free Life with Brian Luebben

    Defining Your Vision for a Financially Free Life with Brian Luebben

    I am joined by Brian Luebben, an Entrepreneur, Podcaster, and Real Estate Investor on the show today. Brian has created multiple remote income sources and achieved financial freedom, allowing him to live life on his own terms.
     
    Brian shares his journey of realizing that the traditional corporate life was not for him, and how he found his passion for traveling the world. He emphasizes the importance of understanding your passion and incorporating it into the life of your dreams.
     
    Brian also gives his 4-step process for anyone looking to start working toward the life of their dreams. He advises listeners to identify their passion, create a plan, take action, and stay consistent.
     
    Overall, Brian provides listeners with practical advice on how to pursue their dreams and achieve financial freedom through remote income sources. I thoroughly enjoyed our conversation and hope you all find it as valuable as I did.
     
    [3:52] Who is Brian and what does he do?
    [5:45] Where did Brian's vision to travel the world originate?
    [12:30] Advice on why you should understand your passion as part of the life of your dreams.
    [16:00] Brian’s 4-step process to start working towards the life of your dreams.
    [21:30] How do you find the time to work through the 4-step process while living your current life?
    [24:15] How has Brian’s vision evolved as he’s reached his “previous” benchmarks?
    [30:30] What are some of the essential skills to invest in that you think are universally useful?
    [36:40] How should you identify a problem to solve with a new business venture?
     
    Connect with Brian:
    Action Academy Podcast
    IG: @brianluebben
     
    Related Episodes:
    My Costa Rica Story (Part 1): The Why
    My Costa Rica Story (Part 2): The How
    Getting Out of Your Own Way with Lindsey Mango
     
    Resources:
    * Find everything you need at https://www.keepwhatyouearn.com
    * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa
    * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/
    * Hire us: https://www.fitnancialsolutions.com/accounting
    * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator
    * Find me on IG https://www.instagram.com/shannonkweinstein/
    * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
    * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html
     
     
    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.

    • 45 min
    How to Handle a Negative Business Review

    How to Handle a Negative Business Review

    I want to discuss how bad reviews can actually be a positive opportunity for your business. I know that receiving negative feedback can be daunting, but it's important to remember that such reviews offer valuable insights into areas where your business needs improvement. 
     
    Negative reviews can be emotionally taxing for business owners, and I understand this very well. It's important to manage your emotional response to such feedback.
     
    Bad reviews don't have to be a negative experience for your business. With the right mindset and approach, they can be an opportunity to learn and improve. By addressing negative feedback publicly, you can enhance your online reputation and attract new customers. I hope that my advice helps you approach negative feedback in a constructive way.
     
    What you’ll hear in this episode:
    [3:41] My advice if someone does leave you a bad review.
    [6:45] I encourage all of you, to leave positive reviews for businesses that you interact with, if you expect others to do it for your business.
    [9:15] Your emotional response to negative reviews is likely the largest impact on your business, and this is why.
    [11:01] One option is to create a barrier between yourself and negative reviews if they have a significant impact on you.
     
    Related Episodes:
    Differentiating Yourself Based On Your Values
    Investing in Branded Merchandise Without Wasting Money with Amanda Hofman
    Investing in Your Digital Storefront with Lynzee Krohne
     
    Resources:
    * Find everything you need at https://www.keepwhatyouearn.com
    * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa
    * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so/
    * Hire us: https://www.fitnancialsolutions.com/accounting
    * See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator
    * Find me on IG https://www.instagram.com/shannonkweinstein/
    * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
    * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html
     
     
    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.

    • 13 min
    How to Build a Solid Financial Foundation in Your Business

    How to Build a Solid Financial Foundation in Your Business

    Tune into this replay of an interview that I did for The Chris Harder Show with Chris Harder.
     
    Here is the episode recap from Chris:
     
    One of the biggest mistakes I see new entrepreneurs make is that they start building their businesses in financial quicksand. I’m joined by fractional CFO and tax strategist Shannon Weinstein to break down how to set yourself up for success from day one. 
     
    I ask Shannon about everything from writing off phone bills and meals to how to find the right tax professional. We also talk about how she decided to go all-in on her brand, Keep What You Earn, and what inspired her brilliant approach to marketing. Don’t save this episode for Aprilーthe key to being tax savvy is proactivity and preparation. 
     
    What you’ll hear in this episode:
    [4:18] Chris asks Shannon, “You walked away from your corporate gig, which paid you multiple six figures, and you’ve made the transition that everybody hopes to make. So start there. Tell me about this transition. Was it scary? Was it hard? How’d you do it?”
    [5:26] Chris asks Shannon, “What milestone did you have to hit to know that you were secure walking away from that corporate job?”
    [7:40] Chris asks Shannon, “You’re also taking care of your husband and helping him out physically a little bit. Do you mind sharing some of that background?”
    [9:30] Chris asks Shannon, “Talk to me about how you reconcile this type of risk-averse personality with the risk that it requires to get into entrepreneurship.”
    [11:07] Chris asks Shannon, “Could you explain the difference between just being an accountant and being a fractional CFO and a tax strategist?” 
    [15:06] Chris asks Shannon, “When should somebody seek out a tax strategist?”
    [16:50] Chris asks Shannon, “How can somebody know if their tax strategist or accounting team is throwing up some red flags that they should be a little bit concerned about?”
    [19:59] Chris asks Shannon, “What are some more questions that somebody can ask their tax professional to know if they’re truly working with the right person or not?”
    [22:12] Chris asks Shannon, “Would you share maybe two or three of the traps that people think they can do but they should be a little bit cautious around?”
    [24:17] Chris asks Shannon, “Let’s say somebody buys a few outfits, and they do an all-day photo shoot. Is that deductible?”
    [26:00] Chris asks Shannon, “Now share one or two really fun deductions that people don’t think about, or that they typically miss, even if they have just a side hustle.”
    [27:18] Chris asks Shannon, “I’m gonna give you some rapid-fire yes or no questions. Can you write off your cell phone bill if you have a business?”
    [28:12] Chris asks Shannon, “Do you have to save receipts?”
    [31:00] Chris asks Shannon, “Do you have a good easy system of taking a picture and storing it somewhere?”
    [31:50] Chris asks Shannon, “We deduct a lot of DoorDash and Uber Eats. Is that deductible or not deductible?”
    [34:00] Chris asks Shannon, “What about writing off the majority of your travel and making up a business reason for it?”
    [35:01] Chris asks Shannon, “If both you and your partner are both officers in the company, can you write off retreats?”
    [35:50] Chris asks Shannon, “Can you explain that Augusta rule a little bit more?”
    [37:47] Chris asks Shannon, “How do you determine how much you should rent your house for?” 
    [39:23] Chris asks Shannon, “Why did you start a podcast and commit so heavily to it?”
    [45:03] Chris asks Shannon, “Where can individuals turn to at least get the basic knowledge?”
     
    * Related episodes:
    Deductions for Retreats and Events
    Worry Less About Efficiency in Your Business
    Unlocking The Next Level of Revenue
     
    *Link to Chris' Show: https://podcasts.apple.com/us/podcast/the-chris-harder-show/id1215523596
     
    * Find everything you need at https://www.keepwhatyouearn.com
    * Quest

    • 54 min

Customer Reviews

5.0 out of 5
126 Ratings

126 Ratings

AugDog5390 ,

So much value!

Most podcasts are comprised of small talk and bad jokes but not this one! Every episode is a punch to the gut if value and helpful info.

Ayzlismama ,

Financial questions answered in a flash

I love Shannon and her approach to answering financial questions that we all have as entrepreneurs in little bite-size nuggets so it’s not overwhelming. I love her shoot it straight personality and I really really want to work with her with my business. Thank you Shannon for taking the time to put out so many episodes and keep us educated on business, financial literacy.

@holisticnursewellness ,

Honest and valuable

Thank you for sharing tips and resources especially for entrepreneurs! Great info that everyone should hear.

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