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...
Author
Shannon Weinstein
Category
Podcast website
Latest episode
Jul 7, 2026
Where to listen?
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Episodes
The Power of Diverse Mastermind Groups for Comprehensive Growth 04.03.2024 16:54
In this episode of "Keep What You Earn," Shannon delves into the concept of mastermind groups and their potential impact on business growth. She breaks down three types of masterminds entrepreneurs should consider and provides valuable insights on how to approach each one for maximum return on investment. Shannon emphasizes the importance of building meaningful connections within these groups and...
Exploring Alternatives to Capital Fundraising for Your Business 01.03.2024 11:14
On this episode of Keep What You Earn, Shannon addresses the common struggle of business owners facing cash flow crunches. Rather than immediately turning to capital fundraising, she offers creative alternatives to inject cash into a business. Shannon's insight sheds light on the potential risks and commitments involved in taking on investors, encouraging entrepreneurs to consider temporary soluti...
Creating an Outstanding Customer Service Experience 29.02.2024 19:50
Today, Shannon delves into the essential strategies for creating an outstanding customer service experience. She emphasizes the importance of balancing processes and efficiencies with the personal touch and customization that customers appreciate. By sharing practical tips and examples, she challenges the notion that exceptional customer service is unattainable without sacrificing scalability. Thr...
How to Implement Chat Funnels for Instagram with Natasha Willis 28.02.2024 26:19
In this episode of Keep What You Earn, host Shannon Weinstein continues her fascinating conversation with Natasha Willis, co-founder of School of Bots. Natasha has already provided valuable insights into leveraging chat funnels to grow social media following, qualify leads, and build an email list. In part two, they delve deeper into the implementation of chat funnels, discussing specific use case...
Why to Use Chat Funnels in Your Social Strategy with Natasha Willis 27.02.2024 25:57
In this episode of "Keep What You Earn," we delve into the fascinating world of chat funnels with Natasha Willis, the co-founder and COO of School of Bots. Shannon and Natasha explore the evolution and practical applications of chat funnels, a powerful tool in social media strategy. They discuss how automation can enhance engagement while maintaining authenticity and trust. Natasha shares insights...
Blue Oceans are All Around Us 26.02.2024 12:05
Shannon explores the concept of blue ocean strategy as she shares her experience of living in Costa Rica and the unique business opportunities she has observed. She discusses the untapped market potential and how businesses are thriving by offering products and services that are not commonly available in the area. Shannon encourages entrepreneurs to consider expanding beyond their immediate market...
Best Practices to Collect Cash from Customers Faster 23.02.2024 14:54
In this episode of "Keep What You Earn," Shannon discusses the often overlooked aspect of business - collecting cash from customers. She shares the importance of distinguishing between sales contracted and cash collected, offering valuable insights into accelerating cash collection and setting clear policies for overdue payments. Shannon emphasizes the role of accountability in managing cash flow...
Tax Implications of Digital Product Sales 22.02.2024 14:26
Shannon delves into the complex world of tax implications for digital product sales. As online businesses have flourished, offering digital products has become increasingly popular. Shannon breaks down the sales tax considerations for digital products and the various factors that play into whether they are subject to tax in different states. Listeners will learn about the intricacies of state sale...
Managing $1B in Multifamily Transactions, Motherhood and Building an Unshakeable Mindset with Veena Jetti 21.02.2024 24:53
In this special episode of Keep What You Earn, we continue our conversation with Veena Jetti, a powerhouse in multifamily real estate transactions, and a dedicated mom. Veena shares her journey as a successful professional and a devoted mother of twins, providing valuable insights on managing multiple roles and the importance of seeking help without feeling guilty. She also reveals the pride she t...
How Getting in the Right Rooms Gets You the Biggest Advantage with Veena Jetti 20.02.2024 25:11
In this episode of Keep What You Earn, Shannon chats with Veena Jetti, a successful multifamily real estate investor and founding partner of Vive Funds. Veena shares her journey in the real estate space, discussing the impact of getting in the right rooms and leveraging communities and mentorships. She provides valuable insights into the multifamily market, including the significance of value add...
Why Is It Hard to Find a Good Tax Pro? 19.02.2024 18:54
Today Shannon delves into the challenges of finding the right tax professional for your business. With a focus on the common pitfalls of working with tax pros and the difficulties in communication and expectations, Shannon provides valuable insights and actionable tips for entrepreneurs seeking the right support for their financial needs. Join Shannon as she breaks down the complexities of the acc...
Never Let Your Scarcity Show 16.02.2024 13:33
Today, Shannon shares a personal experience of facing tough financial times as an entrepreneur and the importance of maintaining an abundance mindset even in the midst of scarcity. Through a candid and insightful narrative, she delves into the implications of showing desperation in business, providing valuable lessons and strategies for navigating challenging times while upholding a position of au...
Pricing Blunders That Could Cost You Thousands 15.02.2024 15:39
Articulating your offerings precisely can transform the trajectory of your business. It serves a dual purpose: it enlightens your existing customers about the extent of your services, including what falls outside your scope, and it acts as a magnet for potential new clients. When consumers are contemplating a purchase, their priority is to have a comprehensive understanding of what their investmen...
Organic Social Media Growth Tips with Jess Glazer DeRose 14.02.2024 40:58
Back today, we have the incredible Jess Glazer DeRose joining us to unlock the secrets of organic social media growth. We'll delve into the critical art of distinguishing yourself in a crowded digital landscape and why nurturing your unique voice is crucial for content that truly connects. Jess and I dissect the essence of creating impactful social media strategies and share success stories that...
Is Group Coaching Still a Viable Business? with Jess Glazer DeRose 13.02.2024 25:19
On today's episode of Keep What You Earn, we dive into the dynamics of group coaching as a viable business model with guest expert Jess Glazer de Rose. Shannon sets the stage by exploring the shift from one-on-one services to group coaching in today's digital economy. Join in as Jess shares her journey from personal trainer to multi-million dollar business owner and her insights on leveraging grou...
The Best Places to Look to Find Cost Savings 12.02.2024 14:31
In this episode, Shannon dives into the critical topic of finding cost savings in your business. She provides a framework for identifying where to cut costs, emphasizing the importance of understanding the root causes behind the need to save money. With insightful examples and practical advice, Shannon highlights the significance of managing cash flow and operational costs, while also addressing t...
The Steps to Selling a Business 09.02.2024 17:24
In this episode of Keep What You Earn, Shannon dives into the essential steps of selling a business. Offering valuable insights from her own experience, she breaks down the four main phases of selling a business. Shannon provides an in-depth understanding of the offer, due diligence, valuation and tax implications, and transition planning. Listeners will gain practical tips and advice for navigati...
How to Break Free from the Corporate 9 to 5 08.02.2024 13:52
Stepping away from a corporate career often comes with its fair share of stress. I've been there myself, wrestling with the decision to leave my own corporate position. Despite having a side gig and a reasonable cash flow, the fear was real. In this episode, I'll be sharing the mindset I wish I'd adopted during that crucial time. I believe that with the right attitude and viewpoint, this decision...
Roth vs. Traditional - Which is Better? with Sean Mullaney 07.02.2024 24:20
Welcome back to Keep What You Earn! In this episode, Shannon continues her conversation with financial planner Sean Mullaney, as they delve into the strategies of traditional versus Roth retirement accounts. Sean breaks down the key differences between the two, offering valuable insights and dispelling common misconceptions. He emphasizes the importance of considering individual circumstances and...
Understanding Retirement Account Options with Sean Mullaney 06.02.2024 28:48
Welcome back to Keep What You Earn! In this episode, Shannon continues her conversation with financial planner Sean Mullaney, as they delve into the strategies of traditional versus Roth retirement accounts. Sean breaks down the key differences between the two, offering valuable insights and dispelling common misconceptions. He emphasizes the importance of considering individual circumstances and...
What Is CFO On Demand? 05.02.2024 13:20
In this episode, Shannon introduces the new service, CFO on Demand. She addresses the common problem of financial help being inaccessible for many business owners and explains how CFO on Demand aims to provide affordable access to financial support and professional guidance. Shannon details the benefits of the membership, including private direct messaging with her, monthly group training, and opt...
Stop Shrinking Yourself in the Name of Saving 02.02.2024 15:36
On today's episode, Shannon delves into the mindset of tax savings and wealth building for entrepreneurs. Shannon discusses the importance of prioritizing growth over tax strategies and how focusing solely on tax savings could limit business expansion. She shares personal insights on her decision to move abroad, emphasizing that lifestyle and personal fulfillment should drive choices, with tax ben...
Determining the Appropriate Salary for an S Corp Owner 01.02.2024 12:31
Navigating S Corp compliance can be tricky, especially when it comes to determining the right salary. The IRS mandates a reasonable salary, yet the specifics remain elusive. In this episode, I guide you through a seven-step process that we employ with our clients to establish a fair and compliant salary. Avoid the pitfalls of paying too little and find clarity in this ambiguous aspect of S Corp re...
How to Use LinkedIn Strategically in Your Business with Cassandra Thompson 31.01.2024 30:27
Today we're delving into the secrets behind effective LinkedIn use—from engaging content creation to strategic commenting and multi-dimensional posts. Cassandra is here to unravel her tips for making meaningful connections and the importance of storytelling in your strategy. Expect to learn why LinkedIn might just be your business's best friend, how to tap into its potential for wider reach, and...
LinkedIn Profile Must-haves with Cassandra Thompson 30.01.2024 27:14
On this episode of Keep What You Earn, we dive into the world of LinkedIn with expert Cassandra Thompson. Host Shannon and Cassandra explore the must-haves for a killer LinkedIn profile and how to strategically use the platform to benefit your business. From the importance of your profile picture and headline to leveraging the featured section and incorporating a company page, Shannon and Cassandr...
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