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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: An ...
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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…
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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 stori…
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In today's episode, we have a dynamic conversation with Mike Ganino, an exceptional speaker coach who specializes in helping people harness the power of storytelling and public speaking. Forget everything you thought you knew about public speaking—Mike challenges traditional advice and offers new insights into how you can truly connect with your au…
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Unlocking Growth: CFO Strategies for Entrepreneurs - Shannon on "Earn Your Happy" with Lori Harder
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Today, we are sharing a portion of Shannon’s interview on Lori Harder’s podcast “Earn Your Happy.” In this episode, Shannon and Lori tackle some of the most common myths about financial management for business owners, including the misconception that you only need a tax professional once a year. Shannon sheds light on the significant value a fracti…
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In this episode, Shannon delves into three key strategies for becoming a better customer to small businesses, inspired by her recent experiences in Costa Rica. Through real-world examples and heartwarming stories from her community, Shannon highlights how to support local businesses during their slow seasons. Whether listeners are small business ow…
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In today's episode, Shannon delves into an essential but often overlooked topic: the difference between productivity and profitability. Drawing from personal experience and client stories, Shannon explains why simply working more hours doesn't necessarily translate to higher earnings. She shares actionable advice on prioritizing tasks that generate…
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Today Shannon is joined by special guest John Ray, author of "The Generosity Mindset." In this continuation from the previous episode, they explore the crucial concept of serving to sell. John Ray shares his strategies for articulating value, building confidence in services, and approaching clients with a heart of generosity. He provides insights o…
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In today's episode, Shannon delves into the complexities of pricing strategies with John Ray, a seasoned consultant and business coach. John specializes in helping service professionals such as consultants, attorneys, and coaches overcome their biggest challenges: pricing and business development. As the bestselling author of "The Generosity Mindse…
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In today's episode, Shannon breaks down the five essential money metrics every business owner and CEO should track. Simplifying the often overwhelming financial landscape, Shannon shares insights on gross margin, net margin, net cash flow, revenue retention, and the LTV to CAC ratio. This episode will equip you with the knowledge to understand thes…
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Today, Shannon tackles a common and critical mistake that business owners encounter when setting their goals. As Q4 begins and 2025 approaches, Shannon shares valuable lessons her team has learned about effective goal-setting. Listeners will discover how to avoid the pitfalls of over-measuring and the importance of celebrating milestones. Shannon w…
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In today's episode, Shannon addresses the challenge of knowing who to ask for help when running a business. Listeners will learn about the distinctions between legal and financial advice, understand why it's crucial to consult the right experts, and receive practical tips on finding the right person to answer their questions. Get ready to decode th…
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In this episode, Shannon continues a riveting conversation with Fred Moskowitz, an expert in alternative investing and mortgage note investing. Fred sheds light on leveraging connections with other entrepreneurs and investors to educate oneself on various investment strategies. The discussion covers the wealth of investment advice available, ways t…
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In today's episode, we're exploring alternative investment strategies with special guest Fred Moskowitz, an expert in mortgage note investing. Fred and our host Shannon Weinstein discuss moving beyond traditional investments like 401Ks and index funds. Fred breaks down mortgage note investing, emphasizing its potential for generating cash flow and …
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In today's episode, we're wrapping up our series on the Financial Priority Formula with Part 3. Shannon dives deep into the metrics that can help you acquire cheaper and better customers, ensuring you have a thriving, financially healthy business. We'll be exploring client lifetime value (LTV) and client acquisition cost (CAC) and their critical ro…
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On today's episode, Shannon dives into part two of our Financial Priority Formula as we explore how to maximize profit and cash flow for your business. We'll revisit the concept of gross margin from our previous discussion and delve into the intricacies of operating profit and cash flow. I’ll explain the key differences between these two metrics an…
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Today, Shannon breaks down how S Corporation owners can determine what to pay themselves as a reasonable salary. Shannon simplifies this complex topic, exploring both internal and external factors, the importance of thorough documentation, and shares real-life audit experiences. This episode equips listeners with a clear understanding of staying co…
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In today’s episode, Shannon sits down with Bob Wheeler, CFO, CPA, and host of "The Money Nerve," to discuss the power of your money story in personal and professional growth. They dive into how professionals can use empathy and effective communication to build trust with clients, overcome fear-based marketing, and tackle imposter syndrome. Bob shar…
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In today's chat, we dive into the world of comedy and finance with a truly unique guest, Bob Wheeler. Bob isn't your average CPA; he's also the CFO of the legendary Comedy Store and a stand-up comic. Join Shannon as she explores Bob’s journey of merging his passion for comedy with his accounting career. Discover how he brings humor into financial d…
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Today’s episode marks the beginning of a compelling multi-part series on the Financial Priority Formula. In this first installment, Shannon unveils a game-changing financial metric: Gross Margin. Inspired by a recent discovery call, Shannon introduces a powerful new framework for financial focus in business. Listeners will learn about the crucial r…
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In today's episode, Shannon addresses a timely and critical topic — the upcoming September 15 tax deadline. This episode is especially important for business owners operating as S corporations, multi-member LLCs, or partnerships. Shannon breaks down what you need to know about filing extensions, the significance of paying estimated taxes, and how t…
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In today’s episode, Shannon shares her recent guest appearance on Christine Corcoran’s podcast, "Next Level Life." During the episode, Shannon and Christine dive into crucial topics such as transforming money from a source of fear into a powerful tool for growth, and the importance of utilizing business data for informed decision-making. Shannon el…
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Today, Shannon delves into the essential topic of financial fear—what it is, how it manifests, and how to conquer it. She is joined by Justin Buonomo, the CEO and founder of Journey to Financial Freedom. Together, they explore the importance of maintaining control over one's finances rather than handing it over to professionals, addressing underlyi…
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In this episode, Shannon chats with Justin Buonomo, the CEO and Founder of Journey to Financial Freedom. Justin shares his personal journey from experiencing financial instability in his youth, due to his parents' bankruptcy, to becoming a passionate financial empowerment coach. Listeners will hear about Justin's unexpected career path in the finan…
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In today's episode, Shannon emphasizes the importance of focusing on sustainable growth rather than quick wins. She explains how comparing your progress to others can be detrimental and highlights the velocity at which success can turn into failure if not properly managed. Listeners will learn about building a solid foundation, the dangers of chasi…
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In this episode, Shannon explores "The Analog Advantage," delving into the irreplaceable value of human connection amid our increasingly automated world. Reflecting on a conversation with her mentor, Mel Abraham, Shannon addresses how over-reliance on automation may erode the personal touch crucial for client satisfaction. Shannon shares how her te…
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In today's episode, we dive deep into the mindset shift you need to transition from merely saving to truly expanding your worth. It's not just about tax strategies but about taking risks, growing your business, and prioritizing your goals beyond just cutting costs. Whether you're contemplating relocating for tax benefits or struggling with the bala…
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In this episode with Christine Corcoran, Shannon explores effective, non-pushy ways to sell high-ticket services, those valued over $1,000. Christine discusses feminine sales approaches, emphasizing value communication and addressing client uncertainties. They delve into the importance of understanding client needs, creating genuine connections, an…
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Today, we're joined by Christine Corcoran, a high-ticket sales strategist and business mindset coach. Christine combines her expertise in neuro-linguistic programming (NLP) and sales psychology to help women sell confidently and authentically. In this episode, we dive into transforming the often daunting sales process into an inviting experience. C…
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In today's episode, we'll dive into a topic that affects many business owners around this time of year: tax extensions. We'll explore why you might want to avoid them, the hidden costs and delays they bring, and how proactive planning can set you up for success. Whether you're an entrepreneur who procrastinates or someone looking to streamline your…
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In this episode, Shannon delves into simplifying sales strategy for entrepreneurs. She emphasizes the importance of focusing on two key elements among quality, speed, and price, rather than trying to achieve all three simultaneously. Listeners will learn how to align their sales strategy with their brand and attract the right customers by honing in…
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In this episode, Shannon reflects on the importance of maintaining an abundance mindset as an entrepreneur, even during financial struggles. She shares insights from a recent experience in a business networking group and provides tips on how to attract ideal clients by focusing on providing value rather than showcasing desperation. Shannon emphasiz…
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In today’s episode, we're diving into the essentials of financial planning for personal wealth with our expert guest, Drew Faloon, a certified financial planner (CFP). We're building on yesterday’s discussion about taking a step back from the hustle, reflecting on your core values, and letting those guide your wealth journey. Drew and I will break …
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Today's episode is all about learning why sometimes you need to slow down in order to speed up your wealth growth. Joining us is my friend and certified financial planner, Drew Faloon from Intrepid Wealth Partners. Drew brings a wealth of experience and a passion for helping entrepreneurs and trailblazers build a prosperous life by focusing on hone…
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In today's episode, we're diving into goal setting and key performance indicators (KPIs)—two concepts that often get misinterpreted and poorly implemented. We'll explore how to break down these abstract terms into actionable steps, how to set realistic yet ambitious goals, and how to measure your progress through effective KPIs. Whether you're aimi…
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Today, we're diving into a topic many business owners grapple with: the idea of lowering your price to boost sales. We'll explore why this may not be the go-to solution and look at smarter strategies to grow your customer base without sacrificing your profits. From analyzing objections to leveraging customer referrals, get ready for a deep dive int…
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In this episode, Shannon shares her frameworks for finding cost savings in your business. She explains how to evaluate your fixed costs, ensure a healthy ROI on expenses like marketing, and cautions against over-focusing on tax savings while ignoring core cash flow issues. Shannon also prompts you to reflect on why cost-cutting is a priority for yo…
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Welcome back to part two of our enlightening conversation with investing educator Tess Waresmith! In this episode, Tess and Shannon continue their deep dive into the world of investing for entrepreneurs. Tess shares her insights on how to start investing, even if you feel like you don't have extra cash flow. She breaks down the power of compound in…
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Are you ready to start thinking like an investor? In today's episode, we're joined by special guest Tess Waresmith, an investing educator and founder of Wealth with Tess. Tess is on a mission to empower people, especially women, to take control of their finances through simple investing strategies. Tess shares her personal journey of overcoming cos…
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In this episode, Shannon dives into the concept of "business macros" and how entrepreneurs can make smarter spending decisions by categorizing expenses into three key areas: acquisition, fulfillment, and operations. Drawing insightful parallels between nutritional macronutrients and business expenses, Shannon shares practical advice on effectively …
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In this episode, Shannon explores how entrepreneurs can cultivate genuine employee loyalty. She emphasizes the importance of creating a nurturing environment where teams feel challenged, valued, and truly enrolled in the company's mission. Shannon shares lessons on clear communication, aligning employee aspirations with company goals, and gathering…
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In today's episode, Shannon dives into the three critical things you need to know before buying a business - people, process and profit. When evaluating a potential business acquisition, Shannon explains, you must carefully consider the people involved. Is the owner essential to day-to-day operations or is there a strong team in place to carry on i…
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In today's episode, Shannon continues her conversation with Ashley Stahl, founder of Wise Whisper Agency. In part two of their discussion, Ashley dives into the tactics of delivering a memorable and impactful TEDx talk through the power of storytelling. She shares insights on what sets apart good vs. great TEDx talks, how to maximize the exposure a…
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On today's episode, we have a fascinating guest - Ashley Stahl, an entrepreneur, bestselling author, podcast host, and top 100 ranked TEDx speaker. In this episode, Ashley unpacks the secrets to booking and delivering a rock solid TEDx talk that makes an impact. She explains the key differences between TED and TEDx, and reveals that it's actually p…
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In this episode, Shannon makes a compelling case for why accounting is an excellent field of study that provides immense career flexibility and earning potential. While many students pursue majors based on their current passions, Shannon argues it's wiser to choose a versatile field like accounting that will provide more career options as interests…
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In today’s episode, Shannon explores the debate between product quality and customer experience. She argues that while an exceptional product is important, the experience a business cultivates for its customers can be even more impactful in creating raving fans. Drawing on lessons from the hospitality industry, Shannon explains how thoughtful touch…
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In today's episode, Shannon dives into the insights she garnered from the book "10x is Easier Than 2x" by Dan Sullivan and Dr. Ben Hardy. Shannon experienced a game-changing revelation about optimizing her calendar, which she simply had to share. She discovered the transformative power of categorizing her days into focus days, buffer days, and free…
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In today's episode, we have a special guest, the incredible Stephanie Skryzowski, founder and CEO of 100 Degrees Consulting. Join Shannon and Stephanie as they dive deep into the world of running a nonprofit. We'll explore the unique challenges and rewarding experiences of managing nonprofits, uncover essential tips on fundraising, overcoming scarc…
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In today's episode, we dive deep into the financial intricacies of running a nonprofit with our expert guest, Stephanie Skryzowski. As a CPA and fractional CFO specializing in the nonprofit sector, Stephanie brings a wealth of knowledge about the unique challenges and opportunities that nonprofits face. From debunking common myths about nonprofit f…
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In today's episode, we're diving into a topic that can evoke a mixture of excitement and anxiety for many business owners: preparing to sell your business. Drawing from personal experience and professional insights, I’ll share essential steps to ensure you’re ready when the time comes to make an exit. We’ll explore the importance of documenting sta…
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Today we're diving into a critical question that every entrepreneur needs to consider: Are you overspending on networking? While networking groups can be fantastic for business growth and connections, there's a fine line where the cost may outweigh the benefits. In this episode, we break down how to evaluate whether a networking group is worth your…
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