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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:

Roth vs. Traditional - Which is Better? with Sean Mullaney Feb 07, 2024

Show notes

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 goals when selecting the right approach for retirement savings, and provides practical advice for business owners to optimize their retirement planning. Shannon and Sean also address the evolving landscape of investment advice, encouraging listeners to make informed decisions and embrace the benefits of diversification. If you're looking for expert insights on building a secure financial future, this episode is a must-listen!

Sean Mullaney is a financial planner and writes The FI Tax Guy blog focused on the intersection of tax and financial independence. In 2022 he authored the book Solo 401(k): The Solopreneur's Retirement Account.

X (formerly Twitter): https://twitter.com/SeanMoneyandTax LinkedIn: https://www.linkedin.com/in/seanwmullaney/ YouTube:https://www.youtube.com/@SeanMullaneyVideos Website: https://fitaxguy.com/

The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Shannon and the Keep What You Earn podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc., and their services.

What you'll hear in this episode:

04:11 Concern over $34 trillion government debt grows.

06:29 Retirement tax rates favor upfront deductions.

10:11 Traditional vs. Roth, retirement dates and conversions.

14:42 Traditional 401k offers low effective tax rate.

18:12 Predictable fees, controlling for known investment costs.

21:47 "Trust market, diversify investments for personal finance.

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 Maximize the Return on an Unpaid Opportunity

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.

Understanding Retirement Account Options with Sean Mullaney Feb 06, 2024

Show notes

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 goals when selecting the right approach for retirement savings, and provides practical advice for business owners to optimize their retirement planning. Shannon and Sean also address the evolving landscape of investment advice, encouraging listeners to make informed decisions and embrace the benefits of diversification. If you're looking for expert insights on building a secure financial future, this episode is a must-listen!

Sean Mullaney is a financial planner and writes The FI Tax Guy blog focused on the intersection of tax and financial independence. In 2022 he authored the book Solo 401(k): The Solopreneur's Retirement Account.

X (formerly Twitter): https://twitter.com/SeanMoneyandTax LinkedIn: https://www.linkedin.com/in/seanwmullaney/ YouTube:https://www.youtube.com/@SeanMullaneyVideos Website: https://fitaxguy.com/

The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Shannon and the Keep What You Earn podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc., and their services.

What you'll hear in this episode:

04:11 Concern over $34 trillion government debt grows.

06:29 Retirement tax rates favor upfront deductions.

10:11 Traditional vs. Roth, retirement dates and conversions.

14:42 Traditional 401k offers low effective tax rate.

18:12 Predictable fees, controlling for known investment costs.

21:47 "Trust market, diversify investments for personal finance."

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 Maximize the Return on an Unpaid Opportunity

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.

What Is CFO On Demand? Feb 05, 2024

Show notes

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 optional one-on-one sessions. She emphasizes the judgment-free and jargon-free environment for entrepreneurs to comfortably seek advice and learn from others' questions. The episode offers a clear overview of what CFO on Demand offers and how it can benefit business owners looking to scale and grow their ventures.

What you'll hear in this episode:

03:31 People were inactive in the community forum.

07:20 Q&A included, $49/month for basic tier.

12:19 New offer: message for affordable CFO help.

If you like this episode, check out:

How Publishing a Book Affects Your Taxes

Decoding the Messages in Your Numbers

What Your Numbers Are Trying to Tell You

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.

Stop Shrinking Yourself in the Name of Saving Feb 02, 2024

Show notes

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 benefits as a secondary consideration. Shannon encourages listeners to proactively plan their finances and prioritize strategies that truly move the needle. Join us as we explore the balance between tax savings and business growth in this thought-provoking episode.

What you'll hear in this episode:

04:37 Focus on making money, not just taxes.

06:43 Enjoy being here, taxes not a priority.

10:02 Hiring children for tax benefits requires justification.

13:23 Ensure business goals align with tax strategy.

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?

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.

Determining the Appropriate Salary for an S Corp Owner Feb 01, 2024

Show notes

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 regulations.

What you'll hear in this episode:

04:28 Defining salary based on business involvement and role.

07:29 Analyze salary to maintain business cash flow.

If you like this episode, check out:

How to Stop Feeling Unprepared For Tax Time

Harness the Benefits of an Accountable Plan in Your Business

Minimizing Tax Season Anxiety with Three Simple Steps

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 Use LinkedIn Strategically in Your Business with Cassandra Thompson Jan 31, 2024

Show notes

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 why personal anecdotes can be just as compelling as business insights. Plus, Cassandra has a special gift for you—a free cheat sheet with 20 top-notch LinkedIn post ideas.

Ready to elevate your LinkedIn game and create opportunities that resonate with your audience? Let's get the insights straight from the expert.

Cassandra Thompson is a globally recognized speaker whose work casting contestants for Wheel of Fortune, strategizing on the recruitment team at Riot Games, and coaching ambitious professionals made her into a networking paragon.

By leveraging the power of LinkedIn, Cassandra helps professionals extend their networking reach far beyond any single event. Backed with the skillset of industry experience and practical application, Cassandra helps her clients establish powerful connections while simultaneously increasing their professional credibility.

Recently named the Top Career Channel on YouTube by The Muse, her insights have reached over 11 million people on YouTube and have been featured on high-performing podcasts as well as ABC7, CNBC, and other major media outlets. Whether it's through Cassandra's keynotes, workshops, training, or coaching you always walk away motivated and equipped with actionable steps to implement immediately.

Cassandra is on a mission to get people back to building authentic, real relationships.

www.linkedin.com/in/cassthompson www.instagram.com/cassthompsonconsulting www.youtube.com/@onehelloconsulting |https://www.linkedin.com/pulse/topics/home

What you'll hear in this episode:

05:18 Challenges in posting content on professional platforms.

09:19 Professional content on LinkedIn, personal posts important.

12:31 Be creative, stand out for the right purpose.

16:11 Passion for simplicity and non-conformity resonates.

17:51 Engage with comments, build authentic relationships online.

22:25 Engage in daily, thoughtful comments to grow.

25:30 LinkedIn uses AI to create collaborative articles.

26:27 Engage on LinkedIn to build profile presence.

If you like this episode, check out:

How to Build Trust with Your Customers

Why Just Bumping Up Prices Doesn't Cut It

Navigating Networking When You're Not a Fan of Events

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.

LinkedIn Profile Must-haves with Cassandra Thompson Jan 30, 2024

Show notes

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 Cassandra break down the core mistakes to avoid and the opportunities to seize. Join us as we unravel the secrets to making LinkedIn work for you and your business.

Cassandra Thompson is a globally recognized speaker whose work casting contestants for Wheel of Fortune, strategizing on the recruitment team at Riot Games, and coaching ambitious professionals made her into a networking paragon.

By leveraging the power of LinkedIn, Cassandra helps professionals extend their networking reach far beyond any single event. Backed with the skillset of industry experience and practical application, Cassandra helps her clients establish powerful connections while simultaneously increasing their professional credibility.

Recently named the Top Career Channel on YouTube by The Muse, her insights have reached over 11 million people on YouTube and have been featured on high-performing podcasts as well as ABC7, CNBC, and other major media outlets. Whether it's through Cassandra's keynotes, workshops, training, or coaching you always walk away motivated and equipped with actionable steps to implement immediately.

Cassandra is on a mission to get people back to building authentic, real relationships.

www.linkedin.com/in/cassthompson www.instagram.com/cassthompsonconsulting www.youtube.com/@onehelloconsulting |https://www.linkedin.com/pulse/topics/home

What you'll hear in this episode:

03:52 Learned from experience, passionate about helping others.

07:35 Managing inbox with canned responses, filtering messages.

10:20 LinkedIn connections rely on mutual acquaintances, boundaries.

15:39 Newer feature allows link promotion on LinkedIn.

16:18 Auditing profile while listening for key details.

If you like this episode, check out:

How to Build Trust with Your Customers

Why Just Bumping Up Prices Doesn't Cut It

Navigating Networking When You're Not a Fan of Events

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.

How My Dad's Advice Shaped My Career and Business Success Jan 29, 2024

Show notes

In today's soul-stirring episode, we take a personal turn as I recount the influential role my father played in guiding me toward a path in accounting—a decision that spiraled into a career marked by highs, lows, and tough lessons learned.

I'll share with you the profound impact of his words, especially when faced with ethical dilemmas and personal conflict at a big four firm, leading up to the life-altering advice to "do whatever the fuck" I wanted. This episode delves into the heart of making choices that align with our core values, and the importance of resilience and support systems that empower us to pivot toward more fulfilling ventures.

Join me as we navigate through these transformative experiences and the lasting wisdom from a father to his daughter. And before we sign off, don't miss out on my free tax deduction guide to help keep more of what you earn.

What you'll hear in this episode:

04:06 High school electives included fine arts options.

07:14 Understanding teen's passion can have broad impact.

12:57 High school accounting class set me up.

15:59 Firm accused of forging documents for inspection.

18:17 Job offer dilemma: stick with current company?

23:04 Lesson from father: be patient and persevere.

26:23 Realized late that he wanted me independent.

29:47 Seeking fun opportunities, I explored diverse roles.

If you like this episode, check out:

The Best Hiring Skill You Need

How to Make Sure Your Pay Aligns with Your Business Structure

Should You Hire Your Family?

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.

Taking Money Out of Your Business Jan 26, 2024

Show notes

In this episode, we dive into the topic of taking money out of your business. Shannon breaks down the complexities of taking money out of different types of businesses - from single-member LLCs to S Corporations, Partnerships, and C Corporations. Shannon explains the implications of taking money out of your business, the importance of managing cash flow, and how to pay yourself in ways that minimize tax implications. Tune in to gain valuable insights and actionable tips for managing the financial side of your business.

What you'll hear in this episode:

03:34 IRS taxes all income, plan withdrawals wisely.

07:47 Determining reasonable salary for entrepreneurs is ambiguous.

12:50 Consider unequal distributions and guaranteed payments in partnerships.

14:15 Trainer seeks extra payment for unequal business work.

17:20 C corporation tax implications and payment considerations.

If you like this episode, check out:

How Publishing a Book Affects Your Taxes

Decoding the Messages in Your Numbers

What Your Numbers Are Trying to Tell You

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.

Best Ways to Negotiate Business Deals Jan 25, 2024

Show notes

Today, we're immersing ourselves in the realm of business negotiation. Begin with meticulous research and preparation, understanding your counterpart's position. Shift your focus from fixating on price to embracing the overall value a deal can offer. Think long-term and assess the enduring impact of your agreements.

Navigate power dynamics astutely, recognizing who holds sway in the conversation. Importantly, be willing to walk away from a deal that doesn't mutually benefit both parties. This episode is your guide to mastering negotiation strategies, propelling you to thrive in the dynamic world of business negotiations. Join us for insights that will amplify your success in the art of deal-making!

What you'll hear in this episode:

[0:50] Negotiations permeate many facets of business, whether you're aware or not.

[2:00] Prioritize homework and research before stepping into any negotiation.

[4:28] Identify who holds the upper hand as you enter the conversation.

[6:00] Be ready to exit a deal if mutual benefit is absent.

[8:00] Emphasize building relationships, sometimes more valuable than the immediate deal.

[9:40] Embrace a focus on value over price.

[12:22] Shift your perspective from short-term gains to the potential long-term value of the deal when negotiating.

If you like this episode, check out:

Why You Need More Than One Type of Mastermind

Want to Leave Your Corporate Job? It's Easier Than You Think

Do You Really Need a Business Plan?

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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