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Keep What You Earn — Business
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 it confidently.

Each episode focuses on the financial building blocks that determine whether your practice scales smoothly or stalls under pressure, including pricing discipline, operating margin control, cash flow forecasting, customer lifetime value, and enterprise value planning. This isn’t about more spreadsheets. It’s about financial leadership.

Whether you’re preparing for expansion or positioning your practice to sell, Keep What You Earn helps you think like a CFO and operate like a CEO.

[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.]

Copyright: © 2021 All rights reserved Fitnancial Solutions.

Latest Episodes:

How to Turn Sales Into an Inviting Experience with Christine Corcoran Sep 03, 2024

Show notes

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. Christine shares her journey from corporate sales to empowering business owners, emphasizing the importance of mindset and the feminine approach to selling. If you've ever struggled with sales or want to refine your approach, this episode is packed with actionable insights and uplifting inspiration.

Over the course of the last seven transformative years, Christine has guided and coached hundreds of remarkable women, both through personalized 1-1 coaching and engaging events, and masterminds. She has invested in expertise in NLP and other sales related psychologies and applied them to help women feel more confident and authentic while selling

Website: https://christinecorcoran.com.au/

Instagram: https://www.instagram.com/christinecorcoran_coach/?hl=en

Freebie: https://christine-corcoran-8c76.mykajabi.com/authenticsales-scripts

What you'll hear in this episode:

06:08 Selling with empathy and asking great questions.

07:57 Evaluate clients' behaviors, offer proposal, secure deal.

12:45 Understanding neurolinguistic programming for effective communication and respect.

If you like this episode, check out:

How to Prepare to Sell Your Business

The Framework for the Perfect Offer

Stop Doing This to Your Customers

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.

Why You Want to Avoid Tax Extensions Sep 02, 2024

Show notes

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 financial processes, this episode is packed with insights to help you stay ahead. So let's get started!

What you'll hear in this episode:

05:24 Business return affects personal return, timing crucial.

06:25 Stay focused on the future, avoid distractions.

09:47 Extend by May 31, focus on growth.

If you like this episode, check out:

Think Twice Before Forming a Multi-Owner Business

Moving to a Tax-Free State - Worth it?

A Shortcut to Business Travel Deductions

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.

Simplifying Sales Strategy Aug 30, 2024

Show notes

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 on their unique value proposition. Shannon also shares insights on targeting the appropriate audience and offers a special bundle of resources for new business owners to help them start and manage their ventures effectively. Tune in for practical tips to streamline your sales approach and grow your business.

What you'll hear in this episode:

04:58 Emphasize quality, speed, and personalized service.

06:20 Value, quality, and speed in setting expectations.

If you like this episode, check out:

Product or Experience - What is More Important?

How to Prepare to Sell Your Business

The Framework for the Perfect Offer

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.

Mastering Abundance Mindset Aug 29, 2024

Show notes

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 emphasizes the significance of showing up as an expert and communicating the right message to cultivate trust and attract the right customers.

What you'll hear in this episode:

04:31 Avoid hiring desperate individuals to maintain integrity.

09:55 Diagnose, commit, find solutions for lack of cash.

10:57 Be flexible in attracting the right customers.

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?

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.

Financial Planning Basics for Personal Wealth with Drew Faloon Aug 28, 2024

Show notes

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 down how to translate your personal goals into a concrete financial strategy, why cash flow is the backbone of your financial health, and the importance of holistic planning with a coordinated professional team. Plus, Drew shares practical tools and strategies to organize your financial life and drive long-term success.

Drew Faloon is a CERTIFIED FINANCIAL PLANNER with Intrepid Wealth Partners, LLC who specializes in helping hardworking working trailblazers live a more prosperous life, take care of their family and optimize their retirement strategy. Since graduating Cum Laude from Fort Lewis College, Drew has focused his business around honesty, intentionality, values based planning and creating an impact in the world.

Website: https://www.intrepidwealthpartners.com

LinkedIn: https://www.linkedin.com/in/drew-faloon-cfp®-098777a7/

E-book: https://www.intrepidwealthpartners.com/ebook/virtual-wealth-management-transformation-ebook

What you'll hear in this episode:

05:33 Fractional CFO helps clients manage extra cash.

10:02 Seek professional help for navigating financial matters.

11:02 Communication challenges in professional financial advice.

15:42 Financial success requires organization and planning.

19:20 Prioritizing cash flow and financial stability options.

20:50 Key aspects of exit planning and investments.

If you like this episode, check out:

Takeaways from Steps for Success with Junior Achievement

What's the Best Way to Pour Money Into Your Business?

Introducing Money to Kids: Where Do You Start?

Want to learn more so you can earn more?

CFO On Demand click 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.

Slow Down to Speed Up Your Wealth Journey with Drew Faloon Aug 27, 2024

Show notes

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 honest, intentional, and values-based planning.

In this episode, we'll delve into the complexities of financial planning and how to distill valuable information amidst the noise. Drew will share actionable strategies to help you align your financial goals with your personal values, ensuring your wealth journey is not just about accumulating money but about fulfilling a meaningful vision for your future. So, whether you're overwhelmed by the sheer abundance of financial advice out there or you're looking for ways to refine your strategy, this conversation will provide the clarity you need to make informed decisions.

Drew Faloon is a CERTIFIED FINANCIAL PLANNER with Intrepid Wealth Partners, LLC who specializes in helping hardworking working trailblazers live a more prosperous life, take care of their family and optimize their retirement strategy. Since graduating Cum Laude from Fort Lewis College, Drew has focused his business around honesty, intentionality, values based planning and creating an impact in the world.

Website: https://www.intrepidwealthpartners.com

LinkedIn: https://www.linkedin.com/in/drew-faloon-cfp®-098777a7/

E-book: https://www.intrepidwealthpartners.com/ebook/virtual-wealth-management-transformation-ebook

What you'll hear in this episode:

04:38 Financial planner encompasses various aspects of finance.

08:44 Financial planners should prioritize individual values first.

11:26 Financial planning evolves with changing life goals.

15:24 Financial advisors filter information for clients effectively.

17:45 People seek custom education, despite abundant information.

If you like this episode, check out:

Takeaways from Steps for Success with Junior Achievement

What's the Best Way to Pour Money Into Your Business?

Introducing Money to Kids: Where Do You Start?

Want to learn more so you can earn more?

CFO On Demand click 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.

How to Set Goals and KPIs Aug 26, 2024

Show notes

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 aiming to grow your podcast, boost your revenue, or expand your client base, this episode will provide you with a framework to drive meaningful results. So, grab your headphones and join me as we make goal-setting and tracking KPIs a clear and actionable part of your business strategy.

What you'll hear in this episode:

05:37 Set goals, measure outcomes using KPIs.

07:50 Set clear goals, measure and address constraints.

11:02 Define leading and lagging indicators for goals.

If you like this episode, check out:

Why You Should Tell Your Kids to Study Accounting

How You Know You Need a CFO

4 Brutally Honest Facts About Why Your Business Is Losing Money

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 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.

Lowering Your Price to Sell More? Aug 23, 2024

Show notes

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 into making informed pricing decisions that support your business's financial health. Let's unpack these insights together and find out what really drives your sales.

What you'll hear in this episode:

06:18 Plan, metrics, data - addressing sales objections effectively.

08:28 Consider pricing impact on margins, adjust accordingly.

If you like this episode, check out:

Product or Experience - What is More Important?

How to Prepare to Sell Your Business

The Framework for the Perfect Offer

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.

Where Are the Best Places to Look to Find Cost Savings? Aug 22, 2024

Show notes

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 you right now to better guide your approach. Stay tuned for her actionable tips to trim the fat in your business expenses!

What you'll hear in this episode:

05:13 Consider switching to incentive-based commission model.

08:24 Reducing tax liability through strategic operational decisions.

11:48 Question why you seek cost savings critically.

If you like this episode, check out:

When to Invest in Premium Products and Services

Do I Sell More or Spend Less?

How Do I Avoid Payment Processing Fees?

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.

Using a Simple Approach to Building Wealth with Tess Waresmith Aug 21, 2024

Show notes

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 interest and how small, consistent investments can lead to massive returns over time. Shannon and Tess also explore the emotional barriers that hold people back from investing and provide practical tips for overcoming them.

Whether you're just starting your business or looking to level up your financial game, this episode is packed with actionable advice to help you grow your wealth.

Tess is an investing educator and founder of Wealth with Tess, a financial education community that helps millennial female founders in their 30's and 40's, learn how to grow their money using simple stock market investing strategies so that they can retire comfortably and live life on their terms.

After losing thousands in investing mistakes in her 20's, Tess learned everything she could about wealth building and used simple investing strategies to build her net worth from 0 to over 1 million by 35 as a single woman. Tess's story and business was recently featured on Business Insider.

Now she's helped thousands of women take control of their money and learn how to invest (even if you're short-on-time or a total newbie investor). Thousands of women have attended her free investing workshops, hundreds of women have joined her online beginner investing program, and she regularly shares simple money and investing tips on Instagram at @wealthwithtess so be sure to give her a follow there.

Free Beginner Investor Starter Pack

What you'll hear in this episode:

05:08 Millennials share financial lessons to empower others.

09:10 Start early, manage cash flow, plan ahead.

12:37 Investing $50/month can change wealth mindset.

15:41 Outpace escalator speed to reach financial goals.

17:02 Paying off mortgage vs. investing $500.

20:10 Consider return on investment for business decisions.

24:03 Save money for flexibility, reduce anxiety.

If you like this episode, check out:

What's the Best Way to Pour Money Into Your Business?

Introducing Money to Kids: Where Do You Start?

4 Steps to Start Your Investing Journey with Tess Waresmith

Want to learn more so you can earn more?

CFO On Demand click 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.

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