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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:

Lessons Learned in Entrepreneurship and Wealth Building with Wealth Twins Nadia Busseuil and Nicole Carter Apr 07, 2022

Show notes

Are you late to the wealth-building party?

Nadia and Nicole from the Wealth Twins join us today to discuss their journey in leaving their high-paying corporate jobs to create multi-million-dollar assets.

This episode is all about demystifying wealth and investing with a goal of helping you realize how easy it can be for everyone to get on the same level when it comes to investing in the stock market.

If you take nothing else away from this episodes, it's that you shouldn't stand in the middle of the road. Not sure what I mean? Listen to the episode to hear it for yourself!

>>> Learn more about the Wealth Twins at wealthtwins.com or by searching Wealth Twins on YouTube!

>>> For Wealth Twin's Free 3-day training on how to invest in the stock market without feeling like you're gambling, head to wealthtwins.com/keepwhatyouearn

>>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

>>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

>>> Hire us!: https://www.fitnancialsolutions.com/accounting

>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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.

3 Ways to Stop Owing Taxes Every Year Apr 05, 2022

Show notes

It's that time of year! Maybe you're paying your taxes, getting your return back, and you're disappointed that you owe or are getting back less than you expected. This episode is for you!

We all have to pay our taxes but in this episode we'll discuss 3 ways you can be proactive in paying them so that at tax time each year, you're all set.

>>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

>>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

>>> Hire us!: https://www.fitnancialsolutions.com/accounting

>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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 Your Retirement Funds Tax and Penalty Free with Daniel Blue Mar 31, 2022

Show notes

Every so often you'll see some financial and tax tips on social media or blogs and think "There's no way this can be legit". The funny thing is that often those strategies are in fact real. However, we've been conditioned into staying in the "bumper lane" with our finances because it's what we were taught. We don't want to risk it, we don't want to challenge the ways we've been taught, we want to stay safe.

Our guest for this episode is here to challenge that and share some strategies that will help you build wealth using your retirement account, penalty and tax-free, that are completely legal.

We have entrepreneur and author Daniel Blue with us. Daniel is the owner of Quest Education, which serves customers in all 50 states, helping them take advantage of wealth-building methods that the banks and Wall Street do not want you to know about. Daniel is a regular contributor to Forbes and the host of the podcast How Winners Win.

The focus of this conversation is really on building wealth and using your retirement account in a tax-advantaged way. This is not your average run-of-the-mill boring lecture. You're going to want to listen to this podcast especially if you're an entrepreneur who is thinking of saving for retirement, or if you have a 401K from an old job just sitting there, you will benefit immensely from this episode.

>>> Connect with Daniel Blue on IG @danielblue__

>>> https://www.danielblue.me/

>>> #1 Course: https://quest-education.mykajabi.com/offers/ioXcYyCX?coupon_code=KEEPWHATYOUEARN

>>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

>>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

>>> Hire us!: https://www.fitnancialsolutions.com/accounting

>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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.

Reflecting on the Journey from Employee to Entrepreneur with Mike DeRose Mar 29, 2022

Show notes

I am excited to welcome Mike Derose to the podcast. Mike works alongside his wife Jess Glazer building a seven-figure business while also living life on their terms. While Jess is usually front-facing and coaching her clients, Mike is working the magic behind the scenes as the CFO, managing the financials and operations of the business.

Mike and Jess spent the last year traveling the country in an RV and building their business together from the road. Mike left his corporate job in New York to work with Jess full-time in her business. In our interview, we'll unpack what making that decision was like, the lessons learned on the road since going full-time into entrepreneurship, and Mike and I both discuss our philosophies around business, entrepreneurship, and a little bit of the mindset stuff that it really takes to make that transition from employee to entrepreneur.

If you are working a corporate job and you want to road-map your way to getting out, this is a great episode for you.

Explore Empower here >>> https://www.jessglazer.com/Get-ready-for-empower?affiliate=fitnancial

>>> Connect with Mike DeRose on IG @mike.derose and @iamjessicaderose

>>> https://fitnancial--digital-business-evolution.thrivecart.com/empower-spring-2022/

>>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

>>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

>>> Hire us!: https://www.fitnancialsolutions.com/accounting

>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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.

Achieving Financial Independence Through Community with Diania Merriam Mar 24, 2022

Show notes

Are you passionate about finding financial independence but not sure how to actually implement it with the right level of support and accountability? It feels like no matter how much advice you see on social media or you absorb from the personal finance gurus, it's so difficult to cultivate the discipline on your own to make things happen.

That's why I really wanted to have our guest on for this week to talk about how financial independence is not meant to be done alone. This week we're joined by Diania Merriam who is the founder of the EconoMe Conference, which is an event centered around financial independence for everyone. She's the host of the popular podcast Optimal Finance Daily, where she shares top articles from thought leaders in the personal finance space.

After getting out of $30,000 dollars in debt in less than a year, she launched her own business and is completely passionate about helping others achieve their own financial independence. I know you'll see that passion shine through in our discussion today.

>>> Connect with Diania on IG @economecon

>>> https://economeconference.com/about/

>>> Optimal Finance Daily Podcast: https://podcasts.apple.com/us/podcast/optimal-finance-daily/id1090822398

>>> https://www.youtube.com/channel/UCaZHcGgBO42McWZPaSIJhYw

>>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

>>> Hire us!: https://www.fitnancialsolutions.com/accounting

>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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 File Taxes for an LLC Mar 22, 2022

Show notes

We're talking about how to file taxes for an LLC. Specifically what to do as a Single-Member LLC. If you're a Sole Proprietor or a Single-Member LLC operating within your state, this episode is for you.

https://www.irs.gov/pub/irs-pdf/f1040sc.pdf

>>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

>>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

>>> Hire us!: https://www.fitnancialsolutions.com/accounting

>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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 Strategy for Long-term Success with Eunicia Peret Mar 17, 2022

Show notes

Eunicia Peret is a Financial Strategy Consultant. She's the CEO and Founder of The Empowered Financial Planner. She's an accomplished financial professional and business owner with over 15 years of experience in financial strategy consulting. Her passion is to work with successful leaders and business owners who are serious about optimizing their wealth and are looking to take control of their money, minimize tax exposure (you know we love that here!), and are motivated to seek the answers that the financial services industry is holding under lock and key.

I love Eunicia's message of collaborative approach, teamwork among your financial professionals, and all of the advice that she gives you as a business owner in this interview. Eunicia is so aligned with the messages of Fitnancial Solutions and this podcast. I know you're going to get so much out of this interview!

>>> Connect with Eunicia on IG @euniciaperet

>>> https://www.empoweredfinancialplanner.com/

>>> 5 Pitfalls to Avoid and Maximize Financial Portfolio - https://www.empoweredfinancialplanner.com/pitfalls

>>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

>>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

>>> Hire us!: https://www.fitnancialsolutions.com/accounting

>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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 Hire Your Kids Tax-Free Mar 15, 2022

Show notes

So you may have heard about this cool tax savings trick where you can pay your children in your business and get tax-free money. I am happy to report that is 100% true and it's a legit strategy.

A lot of folks question this strategy and wonder if it's shady or scheme. They like to question it because unfortunately we have been conditioned as a society to believe that some things are too good to be true. Especially if it benefits us.

I'm going to walk you through how to hire your kids to generate tax-free wealth for you and for them.

>>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

>>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

>>> Hire us!: https://www.fitnancialsolutions.com/accounting

>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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 Start and Run a Profitable Franchise Business with Diane Pleuss Mar 10, 2022

Show notes

If you're starting a small business, have you ever considered skipping all of the steps that are associated with coming up with your own marketing from scratch, creating your own personal brand, and creating your own systems, processes, and recipes that you need to create a business? Do you just have that small business itch, but you're dreading the idea of having to do all of this by yourself? Then this is a perfect conversation for you to listen to!

Diane Pleuss joins us on this episode. She's a franchise consultant. She helps connect aspiring franchise owners with the right company to fit them. She offers a complimentary service for aspiring business owners who want to learn more about whether owning and running a franchise may be a good fit for them. We discuss how franchises include more than just your typical fast-food restaurant, the benefits of being a franchisee, and the top success tips of performing owners so that you can insure that you're generating profit as fast as possible as a franchisee.

>>> Connect with Diane on LinkedIn: Diane Pleuss the Franchise Fitter

>>> Get in touch with Diane: quickchatwithdiane.com

>>> www.dianepleuss.com

>>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

>>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

>>> Hire us!: https://www.fitnancialsolutions.com/accounting

>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

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.

Special Episode: Live Q&A with Past Guests Mar 08, 2022

Show notes

This is a very special episode. We decided to do a reunion of past guests from prior episodes. So if you've been listening to the podcast and you were thinking "Gosh, I love what this person shared and I wish I could ask them more questions." this is your chance.

We are doing a live Q&A with the questions you have been sending me after the episodes. So you actually have a chance to interact with these guests, which is super cool.

This was filmed on a Zoom call, and in true Zoom fashion, please forgive any background noise or distractions/interruptions that might happen.

Here are the guests you'll hear from again...

Jillian Murphy - @thejillianmurphy

Eric Masson - https://www.ericmassonlaw.com/

Misa Ledguies - www.perfectlykeptbooks.com

Katie White - @centsandbalance

Christine O'Reilly - @christineinfinance

Additional input from participant Yaremi Arenas, bookkeeper

All of these guests are experts in their own right and it was so cool to have this mix of people altogether. Also, it was great to hear their stories of success, triumph, struggle, and fear around their own businesses. Remember that we're all entrepreneurs and we all have our own struggles. Being able to talk about that and bounce off each other was such a great vibe to have in the room, and we're definitely going to do this again.

>>> Text me!: https://my.community.com/shannonweinsteincpa

>>> Fitnancial Solutions Accounting Suite: https://www.fitnancialsolutions.com/accounting

>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

>>> Join the Keep What You Earn Community https://keepwhatyouearn.circle.so/home

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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