

Keep What You Earn
Shannon Weinstein
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.]
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.]
Episodes
Mentioned books

Sep 12, 2024 • 53min
How Healthy Is Your Business? (Appearance on Next Level Life Podcast)
In today's episode, Shannon shares her recent guest appearance on Christine Corcoran's podcast, "Next Level Life." During the episode, Shannon and Christine dive into crucial topics such as transforming money from a source of fear into a powerful tool for growth, and the importance of utilizing business data for informed decision-making. Shannon elaborates on essential aspects of cash flow management and stresses the necessity of keeping personal and business finances separate. She also addresses the common fear of commitment, particularly in terms of hiring and scaling a team. The discussion further explores how to prepare a business for a potential sale, set measurable goals, and maintain a healthy money mindset. Additionally, Shannon offers listeners a free resource bundle filled with tools and templates designed to help start or clean up their business operations. Listeners are sure to find immense value in Shannon's insights and practical advice. So, join us as we dive into her enlightening conversation with Christine Corcoran on "Next Level Life." What you'll hear in this episode: 07:26 Embracing the power of data for health. 12:22 Separate personal and business finances to avoid audits. 14:34 Combining accounts impacts business health and awareness. 19:35 Financial planning: cash flow, expenses, investments, forecasting. 21:23 Women aim to replace old corporate jobs. 24:07 Hiring employees changes perspective, motivates proactive action. 27:56 Contact companies to adjust expenses for cash flow. 29:54 Anxious for second paycheck but remained empowered. 35:29 Open relationship with accountant is key for growth. 37:31 Business success requires focus beyond technical skills. 42:09 Invest in top talent for key roles. 46:21 Good SOPs, strong financials, reduce risk, recurring revenue. 48:20 Train and delegate for business and client success. If you like this episode, check out: How to Set Goals and KPIs Why You Should Tell Your Kids to Study Accounting How You Know You Need a CFO 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.

Sep 11, 2024 • 25min
How to Recognize Financial Fear and Defeat It with Justin Buonomo
Today, Shannon delves into the essential topic of financial fear—what it is, how it manifests, and how to conquer it. She is joined by Justin Buonomo, the CEO and founder of Journey to Financial Freedom. Together, they explore the importance of maintaining control over one's finances rather than handing it over to professionals, addressing underlying money beliefs, and shifting perspectives on entities like the IRS. Justin outlines his four-step process for achieving financial freedom and emphasizes the necessity of personalized financial strategies that cater to individual goals and circumstances. This conversation is filled with valuable insights and practical advice aimed at helping listeners navigate financial challenges and become financially unshakable. CEO & Founder of Journey to Financial Freedom, which provides financial coaching and consulting for business owners. Justin and his company help business owners take control of their finances and unlock new levels in their lives and businesses. Justin & JFF are extremely passionate about helping business owners live their dream life that is fueled and funded by their dream business. Instagram: https://www.instagram.com/justin_buonomo/ Freebie (How to make AND keep more money): https://www.group.journeytofinancialfreedom.co/free-masterclass What you'll hear in this episode: 05:34 Choose the option with a return on investment. 06:32 Embracing tasks leads to enjoyable progress. 11:44 Taxes can shift perspective and drive success. 15:33 Personalized finance advice yields optimal results. 19:31 Take responsibility, communicate clearly, go deeper. 22:00 Maximize business profits through optimizing income and margins. If you like this episode, check out: Mastering Abundance Mindset Silence These Voices In Order to Succeed My 3 Most Expensive Mistakes 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.

Sep 10, 2024 • 22min
Mapping Your Own Journey to Financial Freedom with Justin Buonomo
In this episode, Shannon chats with Justin Buonomo, the CEO and Founder of Journey to Financial Freedom. Justin shares his personal journey from experiencing financial instability in his youth, due to his parents' bankruptcy, to becoming a passionate financial empowerment coach. Listeners will hear about Justin's unexpected career path in the financial sector at Johns Hopkins, the importance of addressing one's money story, and actionable strategies for achieving financial success. This episode provides valuable insights for entrepreneurs looking to reshape their financial future. CEO & Founder of Journey to Financial Freedom, which provides financial coaching and consulting for business owners. Justin and his company help business owners take control of their finances and unlock new levels in their lives and businesses. Justin & JFF are extremely passionate about helping business owners live their dream life that is fueled and funded by their dream business. Instagram: https://www.instagram.com/justin_buonomo/ Freebie (How to make AND keep more money): https://www.group.journeytofinancialfreedom.co/free-masterclass What you'll hear in this episode: 04:56 Promised to never worry about money again. 08:46 Sudden revelation led to life-changing realization. 10:40 Balancing strategies and internal beliefs for success. 16:32 Conversations about money impact business success. 19:13 Address money habits before seeking more income. If you like this episode, check out: Mastering Abundance Mindset Silence These Voices In Order to Succeed My 3 Most Expensive Mistakes 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.

Sep 9, 2024 • 11min
Don't Stop Playing the Long Game
In today's episode, Shannon emphasizes the importance of focusing on sustainable growth rather than quick wins. She explains how comparing your progress to others can be detrimental and highlights the velocity at which success can turn into failure if not properly managed. Listeners will learn about building a solid foundation, the dangers of chasing shortcuts, and the necessity of adapting to the ever-changing business environment. Additionally, Shannon introduces a special five-day financial mindset refresh delivered straight to your email, designed to help recalibrate your approach to money. Tune in and learn how to transform your mindset and strategy for lasting business success! What you'll hear in this episode: 04:56 Avoid shortcuts, invest in sustainable tools instead. 08:06 Set focused goals, listen, adapt, and deliver. If you like this episode, check out: How to Set Goals and KPIs Why You Should Tell Your Kids to Study Accounting How You Know You Need a CFO 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.

Sep 6, 2024 • 9min
The Analog Advantage
In this episode, Shannon explores "The Analog Advantage," delving into the irreplaceable value of human connection amid our increasingly automated world. Reflecting on a conversation with her mentor, Mel Abraham, Shannon addresses how over-reliance on automation may erode the personal touch crucial for client satisfaction. Shannon shares how her team has rebalanced their processes, reducing automation to reintroduce high-touch, personalized interactions. This episode is packed with practical advice on balancing efficiency with genuine human connections, bolstering client loyalty and long-term value. What you'll hear in this episode: 06:30 Balance automation with personal touch for client loyalty. If you like this episode, check out: My Key Insight from "10x is Easier Than 2x" What I Learned from Getting My First Job What a Tanning Salon Taught Me About Customer Experience 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.

Sep 5, 2024 • 16min
Expanding Your Worth: Beyond Saving
In today's episode, we dive deep into the mindset shift you need to transition from merely saving to truly expanding your worth. It's not just about tax strategies but about taking risks, growing your business, and prioritizing your goals beyond just cutting costs. Whether you're contemplating relocating for tax benefits or struggling with the balance between saving and earning, this episode is packed with insights to help you plan better and find joy in your entrepreneurial journey. Let's get into it and start changing the way you think about money and growth. What you'll hear in this episode: 03:44 Strategic approach needed for business growth. 09:44 Hiring teenagers for high value tasks is worthwhile. 11:12 Plan better, reduce tax liability, empower sooner. 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? 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.

Sep 4, 2024 • 32min
Pressure-Free Sales Strategies with Christine Corcoran
In this episode with Christine Corcoran, Shannon explores effective, non-pushy ways to sell high-ticket services, those valued over $1,000. Christine discusses feminine sales approaches, emphasizing value communication and addressing client uncertainties. They delve into the importance of understanding client needs, creating genuine connections, and avoiding manipulative tactics. Christine highlights strategies for pre-qualifying clients, managing objections, and maintaining a positive sales mindset. She also shares resources and programs to support listeners further. Tune in for actionable insights on selling with confidence and care. 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: 03:48 Invested a lot, uncertain about returns. 07:42 Identify customer needs to align product value. 10:23 Feminine approach to building instead of tearing. 14:01 Forced into a miserable relationship with regrets. 19:22 Surprising onboarding experience leads to appreciation. 22:58 Sales strategies require the right mindset. Confidence, expectation. 24:11 Overcome scarcity mindset, attract more clients confidently. 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.

Sep 3, 2024 • 18min
How to Turn Sales Into an Inviting Experience with Christine Corcoran
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.

Sep 2, 2024 • 12min
Why You Want to Avoid Tax Extensions
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.

Aug 30, 2024 • 11min
Simplifying Sales Strategy
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.


