Keep What You Earn

Shannon Weinstein
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. 2天前

    The Truth About Tax Savings and Strategies

    Today, Shannon tackles the topic of tax savings and strategies for entrepreneurs. In this episode, she challenges common perceptions and discusses why not all tax-saving tactics are worth the time and effort. Shannon explores the importance of proactive tax planning to avoid surprises, evaluates popular tax strategies like hiring your kids, and emphasizes the value of focusing on revenue growth over implementing every tax hack. Get ready for valuable insights on how to better manage your business taxes.    What you'll hear in this episode: 04:27 Plan ahead to avoid surprise tax bills. 08:54 $2,800 tax-saving requires setting up payroll. 10:28 Invest time wisely; structural changes often valuable. 15:28 Assess risk tolerance; prioritize energy and time. 18:17 Optimize business structure and activities for profit.   If you like this episode, check out: Is Hiring A Tax Strategist For You? Simple S Corp Salary Guide for Beginners Why You Want to Avoid Tax Extensions   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.

    20 分钟
  2. 4天前

    Breaking Down BOI Reports with Frank Tumminello

    In this episode, Shannon delves into the new Beneficial Ownership Information (BOI) reporting requirements, which are essential for nearly all small business owners in the United States.   Shannon is joined by Frank Tumminello, co-founder and CEO of fileforms.com, a leading expert on navigating regulatory requirements. Together, they will break down the critical aspects of BOI reports—from the practical steps of filing and avoiding hefty fines, to the important role CPAs can play and how fileforms.com can streamline the compliance process.   Listeners will gain insights on how to steer clear of penalties and focus on business growth without the burden of administrative tasks. This episode promises valuable information for both seasoned entrepreneurs and those just starting out, ensuring they stay compliant and thrive in the current regulatory landscape.   Frank Tumminello comes from a decade-long background in the financial services and technology industry. Prior to FileForms, he was an investor, acquirer, and value-creation resource in several family-owned, operated financial services, insurance, and healthcare businesses throughout his private equity, corporate development, and investment banking career.   Businesses can take our free quiz to determine if they are a reporting company: https://apps.fileforms.com/boi/qualification  Website: www.fileforms.com  LinkedIn: https://www.linkedin.com/company/fileforms/    What you'll hear in this episode: 03:38 U.S. regulating shell companies to prevent financial crimes. 08:34 Resourceful site, practitioners must spread awareness quickly. 11:20 Misunderstanding about deadlines led to unnecessary urgency. 13:36 When unsure, prioritize over disclosing substantial control. 16:46 Beneficial owners ultimately responsible for reporting compliance. 19:25 FinCEN guidance: Quick initial filing, needs maintenance. 23:14 People need confidence and support with tax submissions. 27:59 States maintain autonomy despite Corporate Transparency Act. 31:02 Filing window shortens from 90 to 30 days. 33:28 File forms simplify compliance, prevent costly penalties.   If you like this episode, check out: Clearing Constraints in Your Business Exploring Alternatives to Capital Fundraising for Your Business Why Is It Hard to Find a Good Tax Pro?   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.

    39 分钟
  3. 5天前

    Why You Should Get Financing Before You Need It

    In today's enlightening discussion, Shannon dives into the crucial topic of cash management and why securing financing before you actually need it can be a game-changer for your business. Drawing from her extensive experience as a CPA and insights from the financial industry, Shannon explains the benefits of establishing a credit history, even for businesses that have thrived without debt. She discusses practical strategies like obtaining a line of credit for future opportunities and emphasizes the importance of building strong relationships with your bank. Whether you're a seasoned entrepreneur or just starting out, this episode will provide valuable advice on how to prepare your business for financial stability and growth. So stay tuned as Shannon breaks down why proactive financing is a smart move for any business owner.   What you'll hear in this episode: 04:47 Consider a line of credit for financial flexibility. 10:10 Explore bank options and consult financial professionals.   If you like this episode, check out: Maximize Profit and Cash Flow (Financial Priority Formula Part 2) Expanding Your Worth: Beyond Saving Mastering Abundance Mindset   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.

    13 分钟
  4. 6天前

    How Living in Costa Rica Changed My Mindset

    In this episode, Shannon explores how living in Costa Rica for the past four years has profoundly impacted her mindset and approach to both business and life. From shifting away from a hustle-centric mentality to embracing patience and a sense of community, the lessons Shannon has learned have reshaped her perspective. She shares key takeaways from her experiences, discusses the cultural differences that prompted these changes, and provides insights on how these shifts have positively influenced her personal and professional life. Join Shannon as she explores the transformative power of living in a different environment and how it can lead to a more fulfilling, balanced lifestyle.   What you'll hear in this episode: 04:16 Embrace the journey; tasks are perpetually ongoing. 07:49 Be patient, assume good intentions, trust process. 11:28 Be flexible and leave room for unexpected events. 13:37 Community importance for managing stress and burnout. 18:40 Appreciate US conveniences; Costa Rica enhances life.   If you like this episode, check out: Silence These Voices In Order to Succeed My 3 Most Expensive Mistakes How Can You Shake Off Business Boredom and Thrive?   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.

    22 分钟
  5. 10月11日

    What Taylor Swift Taught Me About Business

    In this installment, Shannon delves into the fascinating business acumen of global music sensation Taylor Swift. Shannon offers a unique perspective on Taylor Swift's career, exploring how her strategic moves can provide invaluable lessons for entrepreneurs. From playing the long game and handling criticism to evolving her brand and focusing on core strengths, Shannon uncovers key takeaways that can transform any business strategy. Whether you're a Swiftie or not, these insights are sure to inspire and educate. Tune in and discover what Taylor Swift can teach you about business!   What you'll hear in this episode: 03:38 Taylor Swift re-recorded albums after masters sold. 08:25 Forgive without forgetting; find peace internally. 11:25 Turn off notifications after a viral post. 13:38 Focus on one skill for initial success. 16:54 Focus efforts, earn the right to broaden scope.   If you like this episode, check out: Expanding Your Worth: Beyond Saving Mastering Abundance Mindset Silence These Voices In Order to Succeed   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.

    19 分钟
  6. 10月10日

    Is Hiring A Tax Strategist For You?

    In this episode, Shannon delves into the often overwhelming world of tax strategy and its true impact on business finances. If you've ever questioned whether you need a tax strategist or simply want to avoid surprise tax bills, this episode is tailor-made for you. Shannon will debunk common myths, highlight the importance of proactive communication with tax professionals, and stress why understanding your financial landscape is more important than chasing every possible deduction. Whether you're an experienced business owner or just starting your entrepreneurial journey, this episode offers valuable insights that could save you thousands and help you scale your business effectively. Get ready to learn and transform your approach to tax planning.   What you'll hear in this episode: 06:38 Don't sacrifice happiness for taxes; prioritize values instead. 10:02 Plan based on tax behavior updates, stress-free. 11:02 Focus on saving discipline and mindset shift.   If you like this episode, check out: Why You Want to Avoid Tax Extensions Think Twice Before Forming a Multi-Owner Business Moving to a Tax-Free State - Worth it?   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 LinkedIn: https://www.linkedin.com/in/shannonweinstein/  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.

    14 分钟
  7. 10月9日

    Captivating an Audience Through Story with Mike Ganino

    Today's episode features storytelling expert Mike Ganino, who reveals the secrets to captivating your audience through vivid, relatable narratives. We'll explore the power of non-judgmental messaging, the difference between autobiography and memoir, and how creating impactful scenes can make your communication memorable.   Discover why personal stories are more effective than credentials, how to craft engaging introductions, and the importance of avoiding cognitive overload. Plus, hear about Mike's free storytelling workbook and Shannon's comprehensive business starter kit to elevate your entrepreneurial journey.   Mike Ganino is a culture and storytelling expert who helps leaders communicate, connect, and engage. Author of Company Culture for Dummies and named a top 30 Culture Speaker by Global Guru, Mike combines his experience as a hospitality and tech executive with his improv background to help clients craft impactful stories that drive culture and boost results. He has worked with companies like Uber, US Foods, and Snagajob, and is a faculty member at Heroic Public Speaking. Mike is also the Head Performance Coach for TEDx Cambridge, known for his high-energy keynotes that inspire immediate action.   Website: www.mikeganino.com  Special Offer: www.mikeganino.com/storycraft    What you'll hear in this episode: 04:43 Illustrating points with relatable stories, not literal. 07:18 Be assertive and concise in networking storytelling. 10:00 Use an ing verb and location to engage. 13:36 Worst interview ever turned out surprisingly successful. 17:24 Value is in unique perspectives, not shared knowledge. 20:37 Stand out with genuine, memorable personal details. 23:58 Focus on addressing specific problems, not promotions. 28:10 Audience engagement requires relatable, indirect messaging.   If you like this episode, check out: Simplifying Sales Strategy Lowering Your Price to Sell More? Product or Experience - What is More Important?   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.

    33 分钟
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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.]

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