Keep What You Earn

In this episode, Shannon delves into the often overwhelming world of tax strategy and its true impact on business finances. If you've ever questioned whether you need a tax strategist or simply want to avoid surprise tax bills, this episode is tailor-made for you. Shannon will debunk common myths, highlight the importance of proactive communication with tax professionals, and stress why understanding your financial landscape is more important than chasing every possible deduction. Whether you're an experienced business owner or just starting your entrepreneurial journey, this episode offers valuable insights that could save you thousands and help you scale your business effectively. Get ready to learn and transform your approach to tax planning. What you'll hear in this episode: 06:38 Don't sacrifice happiness for taxes; prioritize values instead. 10:02 Plan based on tax behavior updates, stress-free. 11:02 Focus on saving discipline and mindset shift. If you like this episode, check out: Why You Want to Avoid Tax Extensions Think Twice Before Forming a Multi-Owner Business Moving to a Tax-Free State - Worth it? 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 LinkedIn: https://www.linkedin.com/in/shannonweinstein/ 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.

Today's episode features storytelling expert Mike Ganino, who reveals the secrets to captivating your audience through vivid, relatable narratives. We'll explore the power of non-judgmental messaging, the difference between autobiography and memoir, and how creating impactful scenes can make your communication memorable. Discover why personal stories are more effective than credentials, how to craft engaging introductions, and the importance of avoiding cognitive overload. Plus, hear about Mike's free storytelling workbook and Shannon's comprehensive business starter kit to elevate your entrepreneurial journey. Mike Ganino is a culture and storytelling expert who helps leaders communicate, connect, and engage. Author of Company Culture for Dummies and named a top 30 Culture Speaker by Global Guru, Mike combines his experience as a hospitality and tech executive with his improv background to help clients craft impactful stories that drive culture and boost results. He has worked with companies like Uber, US Foods, and Snagajob, and is a faculty member at Heroic Public Speaking. Mike is also the Head Performance Coach for TEDx Cambridge, known for his high-energy keynotes that inspire immediate action. Website: www.mikeganino.com Special Offer: www.mikeganino.com/storycraft What you'll hear in this episode: 04:43 Illustrating points with relatable stories, not literal. 07:18 Be assertive and concise in networking storytelling. 10:00 Use an ing verb and location to engage. 13:36 Worst interview ever turned out surprisingly successful. 17:24 Value is in unique perspectives, not shared knowledge. 20:37 Stand out with genuine, memorable personal details. 23:58 Focus on addressing specific problems, not promotions. 28:10 Audience engagement requires relatable, indirect messaging. If you like this episode, check out: Simplifying Sales Strategy Lowering Your Price to Sell More? Product or Experience - What is More Important? 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.

In today's episode, we have a dynamic conversation with Mike Ganino, an exceptional speaker coach who specializes in helping people harness the power of storytelling and public speaking. Forget everything you thought you knew about public speaking—Mike challenges traditional advice and offers new insights into how you can truly connect with your audience. From memorable tips on enhancing your Instagram bio to unlocking the full potential of your voice and movement, Mike shares it all. You'll hear about his unique approach and real-life examples that will have you reevaluating how you communicate in business and beyond. Get ready to laugh, learn, and maybe even take a few notes as we explore how to stop over-educating and start truly connecting. Mike Ganino is a culture and storytelling expert who helps leaders communicate, connect, and engage. Author of Company Culture for Dummies and named a top 30 Culture Speaker by Global Guru, Mike combines his experience as a hospitality and tech executive with his improv background to help clients craft impactful stories that drive culture and boost results. He has worked with companies like Uber, US Foods, and Snagajob, and is a faculty member at Heroic Public Speaking. Mike is also the Head Performance Coach for TEDx Cambridge, known for his high-energy keynotes that inspire immediate action. Website: www.mikeganino.com Special Offer: www.mikeganino.com/storycraft What you'll hear in this episode: 04:07 Success in public speaking is intentional, not instinctive. 07:50 Use pacing, volume, proximity to cue emotions. 11:33 Mike introduced himself rambling at a conference, lesson learned. 16:06 Need video showcasing your personality on camera. If you like this episode, check out: Simplifying Sales Strategy Lowering Your Price to Sell More? Product or Experience - What is More Important? 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.

Today, we are sharing a portion of Shannon's interview on Lori Harder's podcast "Earn Your Happy." In this episode, Shannon and Lori tackle some of the most common myths about financial management for business owners, including the misconception that you only need a tax professional once a year. Shannon sheds light on the significant value a fractional CFO can bring to your business, regardless of its stage. From the importance of good bookkeeping to the strategic oversight that can help you reach your business goals, Shannon's insights are invaluable. Together, Lori and Shannon explore when and why you should consider hiring a fractional CFO, setting realistic and meaningful financial goals, and why expert advice is essential right from the start. Shannon also shares inspiring stories and practical advice that can help you take charge of your financial journey. Check out Lori's podcast, "Earn Your Happy" here. What you'll hear in this episode: 06:12 Aspiring businesswoman invests in coaching and experts. 07:42 Need guidance to address business blind spots. 12:43 Goal setting for entrepreneurs requires deeper insight. 13:17 Connecting financial plans with meaningful personal goals. If you like this episode, check out: Don't Make This Huge Mistake with Goal Setting Don't Stop Playing the Long Game How to Set Goals and KPIs Want to learn more so you can earn more? Get $50 off your HR audit with People Principles by using code SHANNON50 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.

In this episode, Shannon delves into three key strategies for becoming a better customer to small businesses, inspired by her recent experiences in Costa Rica. Through real-world examples and heartwarming stories from her community, Shannon highlights how to support local businesses during their slow seasons. Whether listeners are small business owners or dedicated patrons, these tips aim to foster stronger relationships and create a thriving business ecosystem. What you'll hear in this episode: 03:23 Ask where they prefer positive reviews posted. 08:52 Be positive, understanding; people try their best. 11:11 Bulk purchasing can lead to cost savings. If you like this episode, check out: Don't Stop Playing the Long Game How to Set Goals and KPIs How You Know You Need a CFO 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.

In today's episode, Shannon delves into an essential but often overlooked topic: the difference between productivity and profitability. Drawing from personal experience and client stories, Shannon explains why simply working more hours doesn't necessarily translate to higher earnings. She shares actionable advice on prioritizing tasks that generate profit and avoiding common pitfalls like "procrasti-working." Plus, stick around for tips on evaluating your business activities for maximum profitability. Whether you're just starting out or looking to streamline your operations, this episode is packed with valuable insights that will help you focus your energy and boost your bottom line. What you'll hear in this episode: 05:37 Focus energy on most profitable business activities. 07:28 Prioritize tasks to boost productivity and profitability. If you like this episode, check out: Where Are the Best Places to Look to Find Cost Savings? How to Make Spending Decisions Are You Overspending on Networking? 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.

Today Shannon is joined by special guest John Ray, author of "The Generosity Mindset." In this continuation from the previous episode, they explore the crucial concept of serving to sell. John Ray shares his strategies for articulating value, building confidence in services, and approaching clients with a heart of generosity. He provides insights on differentiating oneself in a crowded market by prioritizing client needs and fostering strong, value-based relationships. The discussion also highlights the importance of balancing generosity with appropriate pricing, and how this balance can lead to long-term success and fulfillment. Get ready to receive actionable advice from John Ray that will elevate your business approach. John Ray is a consultant and business coach who advises consultants, coaches, attorneys, and other services professionals on what are often their two biggest problems: pricing and business development. John's #1 national best-selling book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, covers topics like value and adopting a mindset of value, pricing your services more effectively, proposals, and essential elements of growing your business. John is also a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. John is the host of North Fulton Business Radio and The Price and Value Journey, and he has hosted and/or produced over 2,200 podcast episodes. Go to thegenerositymindset.com to learn more about John's book and to buy it. Website: www.johnray.co What you'll hear in this episode: 04:18 Address client's actual problems, not just symptoms. 09:11 Connect clients to solutions, add value efficiently. 11:52 Value clients, discern fit, avoid long-term resentment. 14:39 Understanding client gratitude improves value exchange. 18:15 Quarterly, clients answer two specific, valuable questions. If you like this episode, check out: Simplifying Sales Strategy Lowering Your Price to Sell More? Product or Experience - What is More Important? Lowering Your Price to Sell More? 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.

In today's episode, Shannon delves into the complexities of pricing strategies with John Ray, a seasoned consultant and business coach. John specializes in helping service professionals such as consultants, attorneys, and coaches overcome their biggest challenges: pricing and business development. As the bestselling author of "The Generosity Mindset," he shares invaluable insights on identifying pricing red flags, effectively communicating value, and breaking free from the outdated model of selling time by the hour. Whether listeners are entrepreneurs running handyman businesses, marketers, or professionals looking to optimize their financial strategies, this episode is packed with practical advice on how to price services based on their true value. Join Shannon and John as they explore how to turn business goals into reality with actionable tips and expert insights. John Ray is a consultant and business coach who advises consultants, coaches, attorneys, and other services professionals on what are often their two biggest problems: pricing and business development. John's #1 national best-selling book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, covers topics like value and adopting a mindset of value, pricing your services more effectively, proposals, and essential elements of growing your business. John is also a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. John is the host of North Fulton Business Radio and The Price and Value Journey, and he has hosted and/or produced over 2,200 podcast episodes. Go to thegenerositymindset.com to learn more about John's book and to buy it. Website: www.johnray.co What you'll hear in this episode: 03:28 Lacked business resources; passionate about helping others. 08:59 Start by discussing client needs, not selling. 10:14 Service-based businesses struggle with setting initial pricing. 15:14 Intangible value often boosts business owners' ego. 17:03 Judgment-free zone emphasizes clear communication and value. 21:22 Power sessions now results-based, not time-based. If you like this episode, check out: Simplifying Sales Strategy Lowering Your Price to Sell More? Product or Experience - What is More Important? Lowering Your Price to Sell More? 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.

In today's episode, Shannon breaks down the five essential money metrics every business owner and CEO should track. Simplifying the often overwhelming financial landscape, Shannon shares insights on gross margin, net margin, net cash flow, revenue retention, and the LTV to CAC ratio. This episode will equip you with the knowledge to understand these critical metrics, so you can make informed decisions, diagnose business issues, and ultimately drive growth. Stay tuned for actionable tips that can transform how you measure and manage your business finances! What you'll hear in this episode: 03:48 Compare your gross margin to industry standards. 08:08 Measure net cash flow to increase reserves. 11:22 Measure revenue retention and LTV to CAC ratio. 14:05 Calculate client acquisition cost dividing total spend clients. 16:27 LTV to CAC ratio should be positive. If you like this episode, check out: Where Are the Best Places to Look to Find Cost Savings? How to Make Spending Decisions Are You Overspending on Networking? 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.

Today, Shannon tackles a common and critical mistake that business owners encounter when setting their goals. As Q4 begins and 2025 approaches, Shannon shares valuable lessons her team has learned about effective goal-setting. Listeners will discover how to avoid the pitfalls of over-measuring and the importance of celebrating milestones. Shannon walks through their journey of transformation, offering practical insights to help entrepreneurs set purposeful, manageable, and motivating objectives for their businesses. This episode is packed with strategies to ensure goals drive success and foster team collaboration. What you'll hear in this episode: 04:37 Refocused goals around mission statements and pillars. 09:58 Identify and discuss indicators affecting goal achievement. 12:05 Track and celebrate team milestones and accomplishments. If you like this episode, check out: Don't Stop Playing the Long Game How to Set Goals and KPIs Why You Should Tell Your Kids to Study Accounting Want to learn more so you can earn more? Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4 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.