Keep What You Earn

Shannon Weinstein
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  • DIÁRIO

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. HÁ 7 H

    Finding Your Financial Constraint with Jim Emerich

    Today, I'm speaking with Jim Emerich, founder of Backbone CFO, a fractional CFO practice that specializes in supporting construction firms and manufacturers. Jim and I talk about the role data plays in making strong business decisions, and he walks me through a simplified framework he created to help identify key financial issues and constraints that often hold businesses back. The framework focuses on five core areas: cash, profit, people, systems, and position.   Jim shares insights from his work with business owners and explains how financial planning and a clear understanding of enterprise value can shape the growth and scalability of a company. Whether you're running a lifestyle business or working to build long-term enterprise value, this conversation offers practical strategies to move from chaos to clarity and control.   What you'll hear in this episode: [01:50] The Backbone CFO Framework [05:40] Diagnosing Financial Issues [12:55] Case Study: Financial Control Framework in Action [24:00] Understanding the Data Equity Ratio [25:30] Framework for Financial Control [26:25] Managing Inventory and Cash Conversion [27:45] Educating Business Owners on Financial Metrics [29:00] Financial Projections and Growth Planning [34:35] Balancing Tax Savings and Enterprise Value [43:25] Aligning Business Goals with Actions   If you like this episode, check out: How to Build Investor-Ready Financials Your Most Expensive Habit How to Create Enterprise Value for Your Business   Learn more about Backbone CFO: https://backbonecfo.com/   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along 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. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    48min

  2. HÁ 5 DIAS

    Think Bigger Than a Niche

    In this episode, I'm breaking down the idea of industry niches and why I chose a different path for my business. Instead of narrowing my focus to a single industry, I've built success by centering on core values, and it's made all the difference. You'll hear why understanding who you serve on a deeper level (their mindset, values, and behaviors) matters more than what industry they're in.   I'll also share practical ways to apply this approach to scale sustainably, reduce taxes, and build long-term wealth. Tune in for a conversation that challenges the traditional "find your niche" advice and invites you to build success on your own terms.   What you'll hear in this episode: [00:45] Rethinking the Niche Mindset [02:10] What Really Defines Your Ideal Client [04:55] How Core Values Shape Lasting Client Partnerships [08:40] Why a Diverse Client Base Creates Strength and Stability   If you like this episode, check out: How Can You Shake Off Business Boredom and Thrive? Never Let Your Scarcity Show Creating Clients for Life with Racheal Cook   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/

    14min

  3. 27 DE OUT.

    Cash Flow Mastery for Entrepreneurs

    Today, Shannon shares tactical and actionable advice for entrepreneurs to improve their cash flow without making common mistakes. Learn the key differences between profit and cash flow, discover the importance of timing in managing your money, and understand how certain habits, like paying off credit cards too early or having a lax collection process, can sabotage your cash flow.   Shannon also delves into the nuances of paying estimated income taxes and prioritizing your expenses to ensure your business runs smoothly. Tune in to gain insights that could be game-changing for your enterprise, and consider booking a power session to customize your cash flow strategy.   What you'll hear in this episode: [0:45] Understanding Cash Flow vs. Profit [02:00] Common Cash Flow Mistakes [03:50] Prioritizing Payments and Collections [06:45] Rethinking Estimated Tax Payments   If you like this episode, check out: How to Unf*ck Cash Flow Understanding What is Breaking Your Cash Flow Transform Your Idle Cash into Active Profits   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along 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. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    10min

  4. 22 DE OUT.

    From Fashion Apparel to Facial Franchising with Michele Henry

    Shannon sits down with Michele, the founder and CEO of FACE FOUNDRIÉ. Michele shares her entrepreneurial journey from running a successful women's clothing company to tackling her hormonal acne struggles by creating FACE FOUNDRIÉ, offering accessible and high-quality skincare experiences.   Learn how FACE FOUNDRIÉ's focus on customer service, community engagement, and a scalable franchise model has led to its rapid growth. Michele also discusses key traits of successful franchisees, the importance of listening to customers, and innovative plans for the future of FACE FOUNDRIÉ.   Whether you're an aspiring entrepreneur or a seasoned business owner, this episode offers invaluable insights into building a scalable yet high-touch business.   [00:40] Meeting Michelle: A Unique Encounter [13:30] Scaling and Franchising FACE FOUNDRIÉ [18:45] Qualities of Successful Franchisees [23:45] Core Mistakes of Franchisees [27:15] High Touch Customer Experience [35:30] Balancing Standardization and Personalization [38:00] Future Goals and Innovations   If you like this episode, check out: Your Finance Hire - Dos and Don'ts One of the Most Common Struggles While Growing Your Business I Hired My Husband - Here's Why   Visit FACE FOUNDRIÉ's website: https://facefoundrie.com/ Interested in becoming a franchisee? Visit https://facefoundrie.com/franchise/#own Follow Michele @michelemanifests   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along 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. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    43min

  5. 20 DE OUT.

    Depreciation Decoded: Avoiding Tax Traps Final

    Today, Shannon breaks down the essentials of bonus depreciation and depreciation recapture: two topics every business owner should understand. She explains how these deductions really work, why they're often about tax deferral rather than elimination, and what to watch for when selling assets or a business.   You'll walk away with practical insights to help you manage your assets wisely and make confident, informed tax decisions.   What you'll hear in this episode: [05:35] Consult your tax advisor before selling assets. [06:45] Discuss depreciation recapture impact with a tax professional.   If you like this episode, check out: How to Create Enterprise Value for Your Business Why Enterprise Value is the Goal Build Like You're Selling   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along 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. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    8min

  6. 13 DE OUT.

    Building Wealth Without Wall Street with Joey Mure

    Shannon is joined by Joey Mure, founder of Wealth Without Wall Street. Joey shares his journey of creating financial freedom by focusing on passive income and debunking the traditional notion of trading time for money. The discussion dives into sustainable and customized wealth-building strategies that are not about quick fixes but about understanding and implementing a logical process.   Joey emphasizes the importance of becoming an educated investor, leveraging unique methods like the infinite banking concept, and avoiding the pitfalls of relying solely on retirement accounts. This episode is a must-listen for entrepreneurs and business owners who want to gain control over their financial future and start living abundantly today.   What you'll hear in this episode: [0:45] Meet Joey Mure: Founder of Wealth Without Wall Street [1:05] The Philosophy of Wealth Building [3:55] Rethinking Retirement and Financial Freedom [6:15] The Importance of Passive Income [9:30] Becoming an Active Investor [18:00] The Problem with Traditional Retirement [26:15] Infinite Banking Concept Explained   Discover Your Financial Freedom Score: https://go.wealthwithoutwallstreet.com/keepwhatyouearn   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along 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. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    36min

  7. 8 DE OUT.

    Fractional CFO vs. Bookkeeper - What Do I Need?

    Today, Shannon dives into the crucial differences between a bookkeeper and a fractional CFO, revealing why scaling businesses should consider the latter. Shannon explains how fractional CFO services provide deeper insights, strategic decision-making, and future-focused projections that surpass what a bookkeeper or an in-house accountant can offer. With compelling arguments and real-world examples, Shannon highlights the value and cost-effectiveness of hiring a fractional CFO to drive business growth.   What you'll hear in this episode: [0:45] The Value of a Fractional CFO [01:20] Comparing Bookkeepers and CFOs [05:15] The Role of a Controller [07:00] Why Fractional CFOs Are Cost-Effective   If you like this episode, check out: Ways to Maximize Customer Value I Hired My Husband - Here's Why Your Finance Hire - Dos and Don'ts   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along 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. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.Fractional CFO vs. Bookkeeper - What Do I Need?

    12min

  8. 6 DE OUT.

    Do You Need a Financial Facelift?

    Today, Shannon guides entrepreneurs and business owners through the challenges of financial overwhelm and decision fatigue. Shannon shares tactical and actionable advice on identifying the biggest constraints in your business, specifically focusing on cash flow management.   Tune in to learn how to map out your cash flow, prioritize impactful financial issues, and make confident decisions that will help you scale your business. Don't miss Shannon's insights on how to stop masking core financial problems and start accelerating your business growth.   What you'll hear in this episode: [0:45] Overcoming Financial Overwhelm [2:10] Finding Clarity Through Action [3:25] Identifying and Solving Key Financial Issues [4:55] Cash Flow Management Strategies [7:00] Deep Dive into Cash Flow Analysis   If you like this episode, check out: How to Ensure Your Core Offer is Scalable Fine-Tuning Your Core Offer for Growth Is My Business Doing Okay?   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/

    10min
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Sobre

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.]

Informações

  • Criado por
    Shannon Weinstein
  • Anos de atividade
    2021 - 2025
  • Episódios
    831
  • Classificação
    Explícito
  • Copyright
    © 2025 All rights reserved Fitnancial Solutions LLC dba Keep What You Earn Co.
  • Site do podcast
    Keep What You Earn

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