Keep What You Earn

Shannon Weinstein
  • 5.0 (192)
  • ENTREPRENEURSHIP
  • UPDATED DAILY
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 HR. AGO

    My Biggest Fear as a CFO

    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 comparing fractional CFO services to regular bookkeeping is like comparing apples to oranges. Plus, you’ll hear about the importance of client collaboration and how our strategic input can yield multi-thousand-dollar partnerships. If you're an entrepreneur looking to understand the deeper impact a CFO can make, this episode is for you. Tune in and let's grow your wealth together while keeping things enjoyable. Don't forget to leave a review on your favorite podcast platform!   What You'll hear in this episode: [0:50] Understanding the Role of a CFO [1:50] Differentiating CFOs from Accountants [2:50] Challenges and Fears of a CFO [5:15] Client Collaboration and Value Delivery [8:00] Overcoming Fears and Ensuring Value   If you like this episode, check out: Why It's So Hard to Communicate Our Value with Lynn Smith Mastering Your Messaging with Meghan Clor Creating a Memorable Customer Experience with Brittany Driscoll   Want to learn more so you can earn more?    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 min

  2. 2 DAYS AGO

    When to Persist or Pivot with Lori Harder

    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 challenges of pivoting a business, the importance of persistence, and how to handle the fear of making or facing tough decisions. This episode is a must-listen if you've ever been afraid to pivot in your business or felt the weight of entrepreneurial challenges. Don't miss Lori's invaluable insights and her advice on maintaining confidence and navigating through the messy middle of business.   What You'll hear in this episode: [1:20] Meet Lori Harder [3:30] Lori's Entrepreneurial Journey and Personal Development [5:55] The Importance of Mindset in Business [7:55] Lori's Venture into Consumer Products [14:35] The Birth of Glossy and Overcoming Challenges [26:50] Facing Hard Truths in Business [27:25] The Emotional Weight of Investor Money [28:55] Pivoting to a New Business Model [29:45] Communicating the Pivot to Investors [30:50] Learning from Business Mentors [34:00] The Importance of Asking for Help [36:10] Embracing Hard Conversations [47:15] The Role of Financial Clarity [48:15] Mastermind Programs and Mentorship   If you like this episode, check out: How Katie Savarise Built a Culture, Not Just a Brand Hiring the Right Pro (Interview on She Leads First Podcast) One Why and How to Embrace More Failure in Business with Lynn Smith   Want to learn more so you can earn more?    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.

    52 min

  3. 4 DAYS AGO

    Shannon's Appearance on "The Million Dollar Machine" with Ernesto Mandowsky

    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 succeed.   What You'll hear in this episode: [2:15] Shannon's Journey to Becoming a CPA [6:15] The Impact of Personal Loss [10:20] Understanding Financial Health [21:00] Hiring and Cashflow Forecasting [27:35] Connecting Financial Tools   If you like this episode, check out: Shannon's Appearance on "The Unapologetic Entrepreneur" with Amanda McKinney How Katie Savarise Built a Culture, Not Just a Brand Why Tolerating Risk Can Build Value   Check out "The Million Dollar Machine" Podcast: https://podcasts.apple.com/br/podcast/100-the-million-dollar-machinew-ernesto-mandowsky/id1625319682?i=1000669906096   Want to learn more so you can earn more?    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.

    31 min

  4. FEB 14

    What You Need to Know Before Investing in a Business

    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, and your rights as an investor. If you’re looking to invest wisely or attract investors, this episode is packed with invaluable insights. Listen in to arm yourself with knowledge for making informed investment decisions and ensuring your capital works effectively for you.   What You'll hear in this episode: [1:55] Key Questions to Ask Potential Investments [5:55] Understanding Financials and Cash Flow [6:45] The Importance of Knowing Where Your Money Goes [8:35] Investor Rights and Share Classes [11:10]  Evaluating Business Projections and Exit Plans [15:25]  Creative Investment Structures   If you like this episode, check out: Must-haves for an Investor Pitch Deck Using Your Money Story to Grow with Bob Wheeler Adopting an Investor Mindset with Tess Waresmith   Want to learn more so you can earn more?    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/

    19 min

  5. FEB 12

    Shannon's Appearance on "Digital Business Evolution" with Jess DeRose

    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 of their financial journey. Tune in to learn how to scale your business, save money in taxes, and create a sustainable and profitable venture.   What You'll hear in this episode: [04:25] Shannon's Journey into Accounting [08:10] Lessons from Shannon's Father [12:35] Building a Business and Finding Fulfillment [21:40] The Turning Point: Leaving the Corporate Job [26:45] Working with Entrepreneurs and Business Owners [28:45] Financial Advice for New Business Owners [33:40] Misconceptions About Business Write-Offs [37:05] Understanding Business Revenue and Profit [41:35] Tax Planning and Financial Strategies [45:55] Rapid Fire Questions and Personal Insights   If you like this episode, check out: How Katie Savarise Built a Culture, Not Just a Brand Hiring the Right Pro (Interview on She Leads First Podcast) One Why and How to Embrace More Failure in Business with Lynn Smith   Check out the Digital Business Evolution Podcast https://podcasts.apple.com/us/podcast/digital-business-evolution/id1612170868 Connect with Jess DeRose on IG @iamjessicaderose   Want to learn more so you can earn more?    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/

    53 min

  6. FEB 10

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

    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 the expert they deserve. Tune in to gain insights that could transform your client management strategies and improve your overall business approach.   What You'll hear in this episode: [0:50] Facing Client Losses: A Personal Story [2:30] Lessons Learned from Client Breakups [6:15] Balancing Confidence and Competence [10:20] Improving Client Communication   If you like this episode, check out: Unlocking Business Success: Mastering the Art of the Accountable Plan How to Build Trust with Your Customers Creating an Outstanding Customer Service Experience   Want to learn more so you can earn more?    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/

    13 min

  7. FEB 7

    Better Decisions Start with Better Data

    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. Whether you’re an entrepreneur tracking financials or looking to raise your decision-making game, this episode is packed with actionable insights to help you succeed.   What You'll hear in this episode: [00:50] The Power of Data in Business Decisions [01:55] Emotional Decision-Making in Business [02:55] Effective Data Tracking and Utilization [04:05] Implementing Data-Driven Strategies [07:15] The Importance of Timely Financial Data [09:40] Access and Control of Financial Records [10:40] Year-End Accounting Insights   If you like this episode, check out: I Don’t Do My Own Books as a CPA - Here’s Why End-of-Year Financial Prep: Three Essential Steps for Business Owners Minimizing Tax Season Anxiety with Three Simple Steps   Want to learn more so you can earn more?    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/

    13 min

  8. FEB 5

    What Drives You Beyond the Numbers?

    In this episode, I share my passion for understanding my clients' goals beyond just the numbers. Inspired by a podcast from Mike King, I dive into the five drivers of behavior: goals, dreams, aspirations, fears, and uncertainties. Join me as I explain how these drivers influence business decisions and why it's essential for financial advisors to acknowledge them fully. Discover how you can enhance your relationship with financial advisors by openly discussing your personal and professional aspirations. This episode aims to inspire and equip you to take actionable steps towards achieving your business and personal goals.   What You'll hear in this episode: [00:50] Understanding Client Goals [02:00] The Five Drivers of Behavior [05:10] Addressing Fears and Uncertainties [07:20] Tailoring Services to Client Needs   If you like this episode, check out: Who Do I Ask? Don't Make This Huge Mistake with Goal Setting How to Recognize Financial Fear and Defeat It with Justin Buonomo   Check out The CFO Accelerator: https://www.thecfoaccelerator.com/   Want to learn more so you can earn more?    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 min
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5
out of 5
192 Ratings

About

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.]

Information

  • Creator
    Shannon Weinstein
  • Years Active
    2021 - 2025
  • Episodes
    744
  • Rating
    Explicit
  • Copyright
    © 2021 All rights reserved Fitnancial Solutions.
  • Show Website
    Keep What You Earn

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