Latest Financialstrategy Podcast Episodes
Exploring Alternatives to Capital Fundraising for Your Business
Keep What You Earn - March 01, 2024 10:00 - 11 minutes ★★★★★ - 170 ratingsOn this episode of Keep What You Earn, Shannon addresses the common struggle of business owners facing cash flow crunches. Rather than immediately turning to capital fundraising, she offers creative alternatives to inject cash into a business. Shannon's insight sheds light on the potential risks...
Creating an Outstanding Customer Service Experience
Keep What You Earn - February 29, 2024 10:00 - 19 minutes ★★★★★ - 170 ratingsToday, Shannon delves into the essential strategies for creating an outstanding customer service experience. She emphasizes the importance of balancing processes and efficiencies with the personal touch and customization that customers appreciate. By sharing practical tips and examples, she chal...
How to Implement Chat Funnels for Instagram with Natasha Willis
Keep What You Earn - February 28, 2024 10:00 - 26 minutes ★★★★★ - 170 ratingsIn this episode of Keep What You Earn, host Shannon Weinstein continues her fascinating conversation with Natasha Willis, co-founder of School of Bots. Natasha has already provided valuable insights into leveraging chat funnels to grow social media following, qualify leads, and build an email li...
Why to Use Chat Funnels in Your Social Strategy with Natasha Willis
Keep What You Earn - February 27, 2024 10:00 - 25 minutes ★★★★★ - 170 ratingsIn this episode of "Keep What You Earn," we delve into the fascinating world of chat funnels with Natasha Willis, the co-founder and COO of School of Bots. Shannon and Natasha explore the evolution and practical applications of chat funnels, a powerful tool in social media strategy. They discuss...
Blue Oceans are All Around Us
Keep What You Earn - February 26, 2024 10:00 - 12 minutes ★★★★★ - 170 ratingsShannon explores the concept of blue ocean strategy as she shares her experience of living in Costa Rica and the unique business opportunities she has observed. She discusses the untapped market potential and how businesses are thriving by offering products and services that are not commonly ava...
Best Practices to Collect Cash from Customers Faster
Keep What You Earn - February 23, 2024 10:00 - 14 minutes ★★★★★ - 170 ratingsIn this episode of "Keep What You Earn," Shannon discusses the often overlooked aspect of business - collecting cash from customers. She shares the importance of distinguishing between sales contracted and cash collected, offering valuable insights into accelerating cash collection and setting c...
Tax Implications of Digital Product Sales
Keep What You Earn - February 22, 2024 10:00 - 14 minutes ★★★★★ - 170 ratingsShannon delves into the complex world of tax implications for digital product sales. As online businesses have flourished, offering digital products has become increasingly popular. Shannon breaks down the sales tax considerations for digital products and the various factors that play into wheth...
Managing $1B in Multifamily Transactions, Motherhood and Building an Unshakeable Mindset with Veena Jetti
Keep What You Earn - February 21, 2024 10:00 - 24 minutes ★★★★★ - 170 ratingsIn this special episode of Keep What You Earn, we continue our conversation with Veena Jetti, a powerhouse in multifamily real estate transactions, and a dedicated mom. Veena shares her journey as a successful professional and a devoted mother of twins, providing valuable insights on managing mu...
How Getting in the Right Rooms Gets You the Biggest Advantage with Veena Jetti
Keep What You Earn - February 20, 2024 10:00 - 25 minutes ★★★★★ - 170 ratingsIn this episode of Keep What You Earn, Shannon chats with Veena Jetti, a successful multifamily real estate investor and founding partner of Vive Funds. Veena shares her journey in the real estate space, discussing the impact of getting in the right rooms and leveraging communities and mentorshi...
Why Is It Hard to Find a Good Tax Pro?
Keep What You Earn - February 19, 2024 10:00 - 18 minutes ★★★★★ - 170 ratingsToday Shannon delves into the challenges of finding the right tax professional for your business. With a focus on the common pitfalls of working with tax pros and the difficulties in communication and expectations, Shannon provides valuable insights and actionable tips for entrepreneurs seeking ...
Never Let Your Scarcity Show
Keep What You Earn - February 16, 2024 10:00 - 13 minutes ★★★★★ - 170 ratingsToday, 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, pro...
Pricing Blunders That Could Cost You Thousands
Keep What You Earn - February 15, 2024 10:00 - 15 minutes ★★★★★ - 170 ratingsArticulating 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 c...
Organic Social Media Growth Tips with Jess Glazer DeRose
Keep What You Earn - February 14, 2024 10:00 - 40 minutes ★★★★★ - 170 ratingsBack 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....
Is Group Coaching Still a Viable Business? with Jess Glazer DeRose
Keep What You Earn - February 13, 2024 10:00 - 25 minutes ★★★★★ - 170 ratingsOn 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 ...
The Best Places to Look to Find Cost Savings
Keep What You Earn - February 12, 2024 10:00 - 14 minutes ★★★★★ - 170 ratingsIn 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, ...
The Steps to Selling a Business
Keep What You Earn - February 09, 2024 10:00 - 17 minutes ★★★★★ - 170 ratingsIn 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 a...
How to Break Free from the Corporate 9 to 5
Keep What You Earn - February 08, 2024 10:00 - 13 minutes ★★★★★ - 170 ratingsStepping 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'...
Roth vs. Traditional - Which is Better? with Sean Mullaney
Keep What You Earn - February 07, 2024 10:00 - 24 minutes ★★★★★ - 170 ratingsWelcome 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 dis...
Understanding Retirement Account Options with Sean Mullaney
Keep What You Earn - February 06, 2024 10:00 - 28 minutes ★★★★★ - 170 ratingsWelcome 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 dis...
What Is CFO On Demand?
Keep What You Earn - February 05, 2024 10:00 - 13 minutes ★★★★★ - 170 ratingsIn 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 ...
Stop Shrinking Yourself in the Name of Saving
Keep What You Earn - February 02, 2024 10:00 - 15 minutes ★★★★★ - 170 ratingsOn 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 decisio...
Determining the Appropriate Salary for an S Corp Owner
Keep What You Earn - February 01, 2024 10:00 - 12 minutes ★★★★★ - 170 ratingsNavigating 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 complian...
How to Use LinkedIn Strategically in Your Business with Cassandra Thompson
Keep What You Earn - January 31, 2024 10:00 - 30 minutes ★★★★★ - 170 ratingsToday 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 lear...
LinkedIn Profile Must-haves with Cassandra Thompson
Keep What You Earn - January 30, 2024 10:00 - 27 minutes ★★★★★ - 170 ratingsOn 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 pictur...
How My Dad's Advice Shaped My Career and Business Success
Keep What You Earn - January 29, 2024 10:00 - 33 minutes ★★★★★ - 170 ratingsIn 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 wor...
Taking Money Out of Your Business
Keep What You Earn - January 26, 2024 10:00 - 20 minutes ★★★★★ - 170 ratingsIn 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...
Best Ways to Negotiate Business Deals
Keep What You Earn - January 25, 2024 10:00 - 18 minutes ★★★★★ - 170 ratingsToday, 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 impac...
Leaving Your Business as a Legacy with Guillermo Salazar
Keep What You Earn - January 24, 2024 10:00 - 18 minutes ★★★★★ - 170 ratingsOn this episode, Shannon and guest Guillermo Salazar delve into the complexities of passing on a family business to the next generation. They explore the challenges of getting the next generation engaged in the business and discuss the importance of maintaining the value of the business through ...
Managing the Dynamics of a Family Business with Guillermo Salazar
Keep What You Earn - January 23, 2024 10:00 - 21 minutes ★★★★★ - 170 ratingsIn today’s episode, we’re getting into the intricacies of managing and navigating family businesses with special guest Guillermo Salazar. Guillermo, an experienced family business advisor, sheds light on the challenges and dynamics of family-owned enterprises, offering valuable insights and stra...
How to Empower Your Sales Team with Jason Weinstein
Keep What You Earn - January 22, 2024 10:00 - 23 minutes ★★★★★ - 170 ratingsJoin Shannon and her husband, Jason, from the car on a trip visiting family as they chat about business and Jason shares some wisdom from his years of running his sales teams. Jason recently exited his business of 17 years and considers sales to be his biggest strength and key to success. ...
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