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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:

Managing $1B in Multifamily Transactions, Motherhood and Building an Unshakeable Mindset with Veena Jetti Feb 21, 2024

Show notes

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 takes in influencing and impacting others, highlighting the significance of community and uplifting others. Veena sheds light on the power of surrounding oneself with like-minded individuals and the value of sharing solutions in building strong relationships. Additionally, she discusses attracting investors and provides a wealth of information on alternative investments and tax-efficient opportunities in real estate. This episode is packed with valuable lessons and practical advice, offering a unique perspective on professional success and personal fulfillment. Don't miss this enlightening conversation with Veena Jetti!

Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices

combined with cutting edge technologies. Veena also leads a Facebook

Community Called Mastering Multifamily with Veena Jetti.

After graduating from the University of Illinois at Chicago with a degree in Finance

at 20 years old, she pursued her passion for real estate. Veena has over a decade

of real estate experience and a $1Billion in multifamily transactions in her own

portfolio.

Veena is also a passionate philanthropist. In 2017, she was one of only three women to

receive the Politico Woman of the Year award for the significant amount of time and

focus she spent on aiding in a grassroots Hurricane Harvey disaster response.

Facebook Community: https://www.facebook.com/groups/482404780511836

Youtube:https://www.youtube.com/@veenajetti1

Instagram:www.instagram.com/veenajetti

Masterclass:https://mastering-multifamily-with-veena-jetti.teachable.com/courses/

LinkedIn: https://www.linkedin.com/in/veena-jetti/

What you'll hear in this episode:

03:20 Celebrating together, but impact on others matters most.

06:58 Share workload, outsource tasks, improve relationship dynamics.

10:49 Envious of your best life, interested in details.

14:24 Exposure changes perceptions, surrounding yourself with people.

18:57 Work with supportive people, help succeeding together.

20:49 Vive Funds attracts high-income professional investors.

If you like this episode, check out:

How to Build Trust with Your Customers

How to Have a Successful Podcast

Navigating Networking When You're Not a Fan of Events

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 Getting in the Right Rooms Gets You the Biggest Advantage with Veena Jetti Feb 20, 2024

Show notes

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 components and the lessons she learned from her past mistakes. Veena also delves into the power of collaboration and the importance of women supporting and uplifting each other in the industry. Tune in for an inspiring conversation about mindset, female empowerment, and navigating the multifamily real estate world with Veena Jetti.

Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices

combined with cutting edge technologies. Veena also leads a Facebook

Community Called Mastering Multifamily with Veena Jetti.

After graduating from the University of Illinois at Chicago with a degree in Finance

at 20 years old, she pursued her passion for real estate. Veena has over a decade

of real estate experience and a $1Billion in multifamily transactions in her own

portfolio.

Veena is also a passionate philanthropist. In 2017, she was one of only three women to

receive the Politico Woman of the Year award for the significant amount of time and

focus she spent on aiding in a grassroots Hurricane Harvey disaster response.

Facebook Community: https://www.facebook.com/groups/482404780511836

Youtube:https://www.youtube.com/@veenajetti1

Instagram:www.instagram.com/veenajetti

Masterclass:https://mastering-multifamily-with-veena-jetti.teachable.com/courses/

LinkedIn: https://www.linkedin.com/in/veena-jetti/

What you'll hear in this episode:

06:32 Choose strategy, focus on value add component.

08:38 Mom encouraged quitting job due to taxes.

11:32 Inspiring success for women and minorities.

15:15 Undervalued power of communities and mentorships.

18:04 Contact number, regret of not acting on advice.

20:44 Sharing resources and being open-minded.

23:35 Overcoming business setup and financial fears.

If you like this episode, check out:

How to Build Trust with Your Customers

How to Have a Successful Podcast

Navigating Networking When You're Not a Fan of Events

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.

Why Is It Hard to Find a Good Tax Pro? Feb 19, 2024

Show notes

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 accountant-client relationship and offers a guide to finding the perfect professional match through the MoneyPro matchmaker. Don't miss out on this episode if you're looking to build a successful partnership with your tax pro.

What you'll hear in this episode:

05:49 Customers want proactive updates for peace of mind.

08:56 Developing sales skills and relationships with clients.

12:36 Clarify services and manage client expectations effectively.

16:06 Business jargon isn't common sense for everyone.

If you like this episode, check out:

Why Raising Capital May Not Be The Answer

Asset vs. Expense: What's The Difference?

Don't Leave These Terms Out of Your Contracts

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.

Never Let Your Scarcity Show Feb 16, 2024

Show notes

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 authority and trust. Listeners will gain practical tips on approaching cash flow difficulties, attracting the right clients, and cultivating an unwavering abundance mindset throughout the various seasons of entrepreneurship. Join us as we explore the intersection of mindset and finance in the ever-evolving world of business.

What you'll hear in this episode:

05:43 Positioning in marketing; sharing scars, not wounds.

07:22 Find problems, show expertise, never surrender.

10:42 Invest in finding the right customers wisely.

If you like this episode, check out:

Maximize Your Income with the Help of a CFO

Staying Motivated in Times of Stress

Is There Such Thing as Too Much Transparency?

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.

Pricing Blunders That Could Cost You Thousands Feb 15, 2024

Show notes

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 investment entails, making transparency from the get-go absolutely essential.

Conversely, being forthright about what you provide is advantageous for you as the provider. Often, we might extend ourselves beyond the agreed terms out of goodwill or because a task appears straightforward. Yet, establishing firm boundaries can markedly enhance your professional relationships and pave the way for additional offerings. Sticking to your defined services can foster a mutually beneficial dynamic between you and your clientele.

What you'll hear in this episode:

[1:15] What's causing the blurred lines around your service offerings?

[2:00] Could your unclear communication be turning what should be explicit offers into implicit ones?

[7:32] It's crucial to inform your clients about the entire range of available services, including what's part of the package.

[9:40] Exercise caution when breaking down your services into itemized costs.

If you like this episode, check out:

How to Build Trust with Your Customers

Why Just Bumping Up Prices Doesn't Cut It

How to Have a Successful Podcast

Want to learn more so you can earn more?

See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

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.

Organic Social Media Growth Tips with Jess Glazer DeRose Feb 14, 2024

Show notes

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 exemplify the unwavering potential of persistence in entrepreneurship.

Get ready for actionable advice, including how Jess's event can help scale your coaching business, and my personal experience with course creation. Jess will even leave us with a little homework, pushing us to experiment with our content.

So buckle up, entrepreneurs—this episode is a treasure trove of inspiration and tips tailored for the modern digital creator. Remember to share your thoughts and takeaways by tagging us on social media; we can't wait to see your growth. Let's dive into the conversation with Jess Glazer DeRose.

As a former celebrity personal trainer & elementary school teacher, Jess turned her once "cute side hustle" into a multimillion dollar business in 18 months.

As evident through her biz, life, & philanthropic endeavors, Jess's mission is to cause a ripple effect & inspire change for generations to come, making a massive impact along the way and leaving a lasting legacy beyond her singular actions

What you'll hear in this episode:

03:32 Empowering self-trust, remove expectations for success.

08:58 Embrace learning and act with foresight. Success follows.

13:24 Uniqueness and effort stand out in saturation.

14:41 Navigating between antivanilla and pro chocolate politely.

17:35 Evolution of beliefs and business is normal.

20:30 Embrace discomfort, choose content based on strength.

26:36 Free event shares roadmap for successful business.

29:50 Data analysis reveals content posting patterns and effectiveness.

32:26 Sharing personal story, finding trends on social media.

35:09 Creating community through relatable, engaging content. Don't miss!

38:13 Try something new on social media and DM.

If you like this episode, check out:

Best Ways to Negotiate Business Deals

3 Reasons to Separate Your Business Money from Personal

Why You Need More Than One Type of Mastermind

Want to learn more so you can earn more?

Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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.

Is Group Coaching Still a Viable Business? with Jess Glazer DeRose Feb 13, 2024

Show notes

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 group coaching to create impactful and scalable coaching businesses. Learn about the benefits of group coaching, how it leads to accelerated learning, and its applications across various niches. Prepare to gain valuable perspectives on embracing market saturation, standing out, and creating a thriving coaching business from our expert guest, Jess Glazer de Rose.

As a former celebrity personal trainer & elementary school teacher, Jess turned her once "cute side hustle" into a multimillion dollar business in 18 months.

As evident through her biz, life, & philanthropic endeavors, Jess's mission is to cause a ripple effect & inspire change for generations to come, making a massive impact along the way and leaving a lasting legacy beyond her singular actions

What you'll hear in this episode:

05:55 Transition from teaching to successful entrepreneurship journey.

09:30 Learn, teach, and sell with confidence and purpose.

10:27 Overcomplicating things, micro steps, overwhelmed, no rules.

15:01 "More clients mean more feedback, better results."

18:22 Leverage foundational elements for building business machine.

22:27 Diverse professionals use social media for marketing.

24:04 Embrace growth mindset, master money, refresh mindset.

If you like this episode, check out:

Best Ways to Negotiate Business Deals

3 Reasons to Separate Your Business Money from Personal

Why You Need More Than One Type of Mastermind

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.

The Best Places to Look to Find Cost Savings Feb 12, 2024

Show notes

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 the role of taxes in the cost-saving process. If you're seeking to improve profitability and make strategic financial decisions for your business, then this episode is a must-listen. Tune in and get ready to take action towards effective cost management and business growth.

What you'll hear in this episode:

04:40 Evaluating staffing mix for possible layoffs.

09:29 Focus on real business problems, not taxes.

11:38 Focus on managing cash, not saving taxes.

If you like this episode, check out:

Supercharge Your Income Goals for Real Results

Don't Confuse Productivity with Profitability

Boosting Your Income Without the Sales Hassle

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.

The Steps to Selling a Business Feb 09, 2024

Show notes

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 navigating the intricate process of selling a business, derived from real-life examples. So, if you're considering selling your business, be sure to tune in as Shannon Weinstein sheds light on the crucial steps you need to know.

What you'll hear in this episode:

04:07 Discussing hypotheticals with a lawyer is crucial.

10:14 Transition planning for business sale and handover.

11:20 Documentation crucial for solopreneurs; affects business value.

14:36 Prepare early and seek professional guidance for selling.

If you like this episode, check out:

Why Building a Sellable Business Should Be Your Goal

How to Know if a CFO Power Session is for You

You Accomplished Your Goal. What's Next?

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.

How to Break Free from the Corporate 9 to 5 Feb 08, 2024

Show notes

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 can be far less daunting than it initially appears.

What you'll hear in this episode:

[0:50] The emotions I felt during my departure from the corporate world, which I believe many can relate to in a similar situation.

[2:32] Tackling a key thought when facing this choice: What's the worst that could happen?

[4:30] Adopt this change in mindset to ease the psychological hurdle of making the big jump.

[7:50] Take a moment to look back at your corporate journey and appreciate the array of skills and abilities you've honed.

[9:45] Back when I left my job, I didn't possess the mindset I have today, but I'm sharing it with you now, wishing I had known it then.

If you like this episode, check out:

3 Reasons to Separate Your Business Money from Personal

Why You Need More Than One Type of Mastermind

Do You Really Need a Business Plan?

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.

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