Shannon Weinstein

Keep What You Earn

Keep What You Earn is the podcast for aesthetics and wellness practice owners who want to scale profitably and build a business that is actually worth something. Hosted by Shannon Weinstein, CPA and Fractional CFO, this show is designed for med spa owners generating $1–5M in revenue who are ready to move beyond reactive decision-making and into disciplined, strategic growth. If you're trying to break past the $2M ceiling, improve cash flow predictability, increase margins, open additional locations, or prepare your practice for a future sale, this podcast gives you the financial clarity to do...

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Autor

Shannon Weinstein

Kategoria

Business

Strona podcastu

www.keepwhatyouearn.com

Ostatni odcinek

29 wrz 2026

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Odcinki

2024 Top Guest Replay - Organic Social Media Growth Tips with Jess Glazer DeRose 30.12.2024

In this special replay of a top guest episode from 2024, Shannon welcomes Jess Glazer DeRose to discuss organic social media growth. They explore moving from initial failures to seven-figure success by embracing learning, iteration, and authenticity.       Listeners will gain practical tips for selecting the right social media platforms, experimenting with diverse content types, and staying true t...

Shannon's Appearance on "The Unapologetic Entrepreneur" with Amanda McKinney 27.12.2024

Today, Shannon shares her appearance on The Unapologetic Entrepreneur with Amanda McKinney. This episode dives into effective and efficient content creation strategies that help capture and expand creative ideas without the overwhelm.     Listeners will hear Shannon discuss her unique approaches, such as "lazy content efficiency," capturing spontaneous thoughts for social media, and differentiatin...

Are You Considering Moving to a Tax-Free State? 26.12.2024

In this episode, Shannon delves into the popular topic of relocating to a tax-free state. She explores the potential benefits, hidden costs, and vital lifestyle considerations one should evaluate before making such a significant move. Whether listeners are considering states like Florida, Texas, or others with no income tax, Shannon provides insights to ensure their decisions are based on more tha...

Shannon's Appearance on "Profit First for Real Estate Investors" with David Richter 23.12.2024

Today's episode delves into Shannon's recent appearance on David Richter's "Profit First for Real Estate Investors" podcast.     Listeners will explore key takeaways from the conversation, including the importance of understanding business financials, the concept of paying oneself first, and breaking down complex financial topics into simple, actionable advice. David, the host of "Profit First for...

Upcoming Changes to the Podcast in 2025 20.12.2024

Today's episode features Shannon discussing exciting changes coming to the show in 2025. Shannon will share updates including a shift to three episodes per week, adjustments to the approach for guest interviews, and the introduction of varied content formats aimed at better serving dedicated listeners. She's eager to hear feedback on these changes, so listeners are encouraged to reach out on socia...

Key Advice for Starting a Partnership 19.12.2024

In this episode, Shannon explores the complexities and challenges of business partnerships. She explains essential concepts like aligning equity with effort, guaranteed payments, and the importance of complementary skill sets.     Shannon also discusses alternative business models to avoid common pitfalls, aiming to keep business relationships more professional and less conflict-prone. Whether you...

Why I'm Not Investing in a Mastermind This Year 18.12.2024

In today's episode, Shannon shares why she's made the unconventional decision to not invest in a mastermind or coaching community for 2025. Instead, Shannon is turning her focus inward, prioritizing the growth and development of her team. She reflects on the valuable lessons learned from past masterminds and how bringing her team along on this journey is more crucial than ever. Shannon also reveal...

How Katie Savarise Built a Culture, Not Just a Brand 17.12.2024

Today's episode features Katie Savarese, founder and CEO of Nova, a leading project management company.     Katie discusses transitioning from a background in mechanical engineering and a role at Uber to creating Nova. She emphasizes the importance of a strong team culture, financial preparedness, and innovative cash flow management. Discover how hiring a fractional CFO provided strategic financia...

Horizontal vs. Vertical Integration: When to Use Which 16.12.2024

In this episode, Shannon breaks down the concepts of horizontal and vertical integration, essential strategies for business growth. Horizontal integration involves expanding by merging with competitors, like Facebook acquiring Instagram. Vertical integration focuses on acquiring suppliers or distributors, such as Amazon taking over Whole Foods. Through real-world examples and insights, Shannon exp...

The Five Steps to Selling Your Business 13.12.2024

In today's episode Shannon offers invaluable guidance for entrepreneurs contemplating an exit strategy. Shannon breaks down the comprehensive process of selling a business into five essential steps—from clarifying goals and obtaining a valuation, to optimizing operations, understanding risk management, identifying the right buyer, and mastering the art of negotiation. Whether listeners are looking...

Understanding Bonus Depreciation and Recapture 12.12.2024

In today's episode, Shannon delves into the intricacies of bonus depreciation and the often-overlooked aspect of depreciation recapture. This episode aims to demystify these terms and explain why they might be more about tax deferral than tax elimination. Listeners will gain a clear understanding of how these deductions can impact them, particularly when it comes to selling a business or its asset...

Shannon on "CEO Glow Show" with Sheila Bella 11.12.2024

Welcome to a special replay episode of Keep What You Earn ! Today, we're thrilled to share an engaging conversation from the CEO Glow Show, where our very own Shannon Weinstein joins host Sheila Bella for an eye-opening discussion. Titled "Shannon on CEO Glow Show with Sheila Bella Final," this episode features Shannon's personal journey and her expert insights on financial empowerment for entrepr...

Approaching a Season of Growth? This Might Be a Sign 10.12.2024

Today, Shannon delves into the transformative latter half of 2024. This period marked immense growth for Shannon, not just in business metrics but also in mindset. She will discuss the pivotal moments that catalyzed this evolution and how embracing new influences and mentors can propel you to the next level. For anyone feeling stuck or in a content rut, this episode serves as a sign to switch thin...

My Word for 2025 09.12.2024

T oday's episode delves into the power of choosing an annual theme word to guide the year ahead. Shannon shares how this practice has profoundly impacted both her personal and professional life, leading to achievements in prosperity, ownership, and simplified processes. For 2025, her chosen word is "respect," and she explains how this theme will shape her actions, decisions, and business strategie...

Hiring Contractors vs. Employees - Pros and Cons 06.12.2024

In today's episode, Shannon delves into a crucial topic for any business owner: hiring contractors versus employees. She shares her personal journey of expanding her team from contractors to W2 employees and breaks down the pros and cons of each option. Whether listeners are planning to hire in the near future or are just curious about the differences, this episode provides valuable insights to he...

Managing Business Travel Expenses Made Easy 05.12.2024

In this episode, Shannon tackles the often overwhelming task of managing business travel expenses. Shannon, known for her mission to simplify money matters and empower listeners through knowledge, dives deep into practical strategies for keeping travel expenses under control. From tracking countless receipts to disputing charges and ensuring compliance with tax regulations, business travel can be...

The Most Valuable Currency to an Entrepreneur 04.12.2024

Today, Shannon explores the transformative power of relationships in business. Fresh from her inspiring trip to Laguna Beach, Shannon shares insights gained from interactions with notable entrepreneurs like Jeff Fenster and David Norrie. Listeners will learn about the concept of relationship capital and its significance, along with practical advice on authentically connecting with others and the i...

How to Turn Stolen Underpants into Profit with TJ Slattery 03.12.2024

In this episode, we chat with TJ Slattery, founder of Crowsnest Consulting. Together, we dive into the essentials of scaling your business wisely, highlighting thoughtful analysis, organizational changes, and delegation.   Using the "underpants gnomes" analogy, we explain the risks of missing crucial planning steps. TJ also breaks down the importance of pro forma financial forecasts and their oper...

Why Tolerating Risk Can Build Value 02.12.2024

In this episode, Shannon explores the pivotal role of risk-taking in building a sustainable and valuable business. She discusses the delicate balance between withdrawing cash flow for immediate needs and investing for long-term growth. With her personal reflections and actionable advice, this episode is essential for entrepreneurs at every stage. Tune in to discover how embracing risk can lead to...

Shannon's Appearance on "She Believed She Could" Podcast with Allison Walsh 29.11.2024

Today, we're thrilled to share an insightful episode featuring Shannon's appearance on the "She Believed She Could" podcast with host Allison Walsh. Shannon dives deep into her journey, from her initial inspiration to become an accountant to the valuable services she offers through her company. She shares practical tips on avoiding financial pitfalls, the importance of proactive tax planning, and...

Boosting Business with Better Client Care 27.11.2024

In today's episode, Shannon dives into a topic near and dear to her heart—boosting your business with top-notch client care. Drawing from her extensive background in customer service, which spans from McDonald's to Big Four firms to software companies, Shannon has firsthand experience in the power of excellent client interactions. This episode takes listeners through three critical aspects of clie...

Smart Cash Management for Business Owners 26.11.2024

Today, Shannon delves into non-traditional cash management strategies for business owners. Inspired by Shannon's experience at the Junior Achievement Steps for Success program, the episode explores various bank accounts and answers the question: "What do I do with my cash if it's just sitting in the bank?" Listeners will learn about checking and savings accounts, high-yield savings accounts, and e...

Shannon's Appearance on "Earn & Invest" with Jordan Grumet 25.11.2024

In today's episode, host Shannon Weinstein shares a special replay of her recent appearance on the "Earn & Invest" podcast hosted by Jordan Grumet, also known as Doc G.     During their conversation, Shannon discusses her entrepreneurial journey, offering advice for new business owners on building confidence and adjusting pricing gradually. She also addresses the emotional challenges of entreprene...

The Silent Business Killer 22.11.2024

In today's episode, Shannon uncovers the "Silent Business Killer"—complacency. Drawing insights from her experiences as a fractional CFO, Shannon explores how getting too comfortable can hinder a business's potential, the importance of tracking performance metrics like revenue by employee, and how to stay proactive in optimizing operations. Get ready for actionable strategies that ensure businesse...

Essential Phases in Selling Your Business 21.11.2024

In this episode, Shannon discusses the essential phases of selling a business. She breaks down four critical stages—from making an offer and conducting due diligence, to performing a valuation and transition planning. Drawing from personal experience, Shannon offers valuable insights to help entrepreneurs navigate the complex process of selling their business smoothly and profitably. Tune in for a...

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