Keep What You Earn

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.