Episodes

  • Must-haves for an Investor Pitch Deck

    Must-haves for an Investor Pitch Deck
    Jan 13 2025
    Raising capital for your business? Drawing from my experiences with various business owners, I highlight effective strategies and common pitfalls when approaching investors. I emphasize the importance of presenting a clear value proposition, backed by solid market data and realistic financial projections. Learn how to target investors who resonate with your mission, showcase your business's unique position in the market, and understand the significance of your team structure and compensation. I'll also discuss the critical role of the founder in securing investment and share insights on building momentum and networking early to streamline your capital-raising efforts. Whether you're starting a seed round or looking for strategic investors, this episode will equip you with the tools to confidently attract and secure the funding your business deserves. What You'll hear in this episode: [1:25] Targeting the Right Investors [2:15] Market Opportunity and Business Model [4:14] Momentum and Traction [5:35] Team Structure and Compensation [6:40] Financial Projections and Investor Outlook [8:25] The Importance of the Founder [10:35] Networking and Final Tips If you like this episode, check out: Build Wealth Through Connections with Fred Moskowitz Adopting an Investor Mindset with Tess Waresmith When to Invest in Premium Products and Services Want to learn more so you can earn more? 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.
    Show more Show less
    13 mins
  • Should I Be a C Corp or S Corp?

    Should I Be a C Corp or S Corp?
    Jan 10 2025

    Many business owners are overwhelmed by the current marketing hype around S corporations, and it can be confusing to cut through the noise. I explain why, in certain cases, staying with a C corporation might be more beneficial. I also highlight key tax differences between the two corporate structures. From understanding flat corporate tax rates to the implications of double taxation, I break down the essential elements you need to consider. It's crucial to make an informed decision based on your business needs, and I encourage you to use this episode as a starting point for deeper research. Tune in as I clarify common misconceptions and provide actionable insights for your business's financial strategy.

    What You'll hear in this episode:

    [0:25] The Hype Around S Corporations

    [0:50] Understanding C Corporations

    [1:30] Tax Implications of C Corporations

    [5:50] Double Taxation Explained

    [6:10] Choosing the Right Business Formation

    [7:50] Investor Considerations

    If you like this episode, check out:

    Why You May Want a C Corp in Your Business Structure

    Simple S Corp Salary Guide for Beginners

    S Corp Salary Explained Like a 3rd Grader

    Want to learn more so you can earn more?

    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.

    Show more Show less
    12 mins
  • How Courtney Tarrant Built a Profitable Agency Breaking All the Rules

    How Courtney Tarrant Built a Profitable Agency Breaking All the Rules
    Jan 8 2025
    In this engaging episode, we sit down with Courtney Tarrant, the COO and owner of The Ad Girls, a female-focused Facebook and Instagram advertising agency. Courtney shares her journey of building a thriving business that has generated over $40 million in revenue for clients through a unique messaging-first methodology. We dive deep into her focus on maintaining consistent profitability with 35-40 percent margins and explore how her non-traditional approach has set her agency apart in the industry. Courtney also discusses her recent business acquisition, emphasizing the importance of trust, values alignment, and strategic integration. Additionally, she reveals key metrics to track for agency success and offers listeners a valuable revenue calculator tool. This episode is packed with actionable insights for entrepreneurs looking to create sustainable and scalable business models. Tune in and learn how to put more money in the hands of more women! What You'll hear in this episode: [1:05] Courtney's Background and Business Philosophy [3:40] Results-Only Work Environment [11:20] Profit-First Approach [19:45] Intuition and Customer Experience [21:40] The Importance of Retention [24:55] Trust and Client Relationships [27:25] Proactive Business Strategies [29:15] Business Acquisition Story [31:50] Scaling and Supporting Women Entrepreneurs [37:15] Financial Discipline and Profitability If you like this episode, check out: How Katie Savarise Built a Culture, Not Just a Brand Mapping Your Own Journey to Financial Freedom with Justin Buonomo Using a Simple Approach to Building Wealth with Tess Waresmith Connect with Courtney on IG https://www.instagram.com/courtney.tarrant/ Want to learn more so you can earn more? 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.
    Show more Show less
    41 mins
  • When to Get a Business Valuation Done

    When to Get a Business Valuation Done
    Jan 6 2025
    Today we're taking a deep dive into the fascinating world of business valuations. Having studied this intricate subject over the past year, I am excited to demystify the process for you, explaining it through the lens of a CFO. From selling your business to buying out a partner or navigating estate planning, understanding business valuations is key. I'll share practical scenarios and valuable insights on how to maximize your business's worth, prepare for strategic planning, and choose the right valuation expert. Tune in to learn why getting a business valuation could be beneficial, even if a sale isn't on your immediate horizon. What You'll hear in this episode: [0:30] Understanding the Basics of Valuation [1:45] When to Consider a Business Valuation [2:31 The Role of Valuation in Buying and Selling [3:15] Valuation in Partnerships and Equity [5:55] Valuation in Mergers, Acquisitions, and Estate Planning [7:00] Valuation for Litigation and Strategic Planning [8:10] Preparing for a Business Valuation [10:25] Choosing the Right Valuation Expert [12:35] Essential Documents for Valuation If you like this episode, check out: The Steps to Selling a Business Essential Phases in Selling Your Business How to Prepare to Sell Your Business Want to learn more so you can earn more? 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.
    Show more Show less
    17 mins
  • 2024 Top Guest Replay - How Kat Norton (Miss Excel) Started a 7-Figure Business Before Creating Funnels

    2024 Top Guest Replay - How Kat Norton (Miss Excel) Started a 7-Figure Business Before Creating Funnels
    Jan 3 2025
    In today's episode, we're excited to bring you a top guest replay from 2024 that shines a spotlight on the incredible journey of Kat Norton, also known as Miss Excel. Joined by your host, Shannon Weinstein, Kat takes us through her inspiring transition from corporate life to building a seven-figure business without even starting with funnels. Together, they explore how Kat's unique blend of creativity, authenticity, and intuition led her to identify untapped opportunities in the world of Excel training on TikTok. We delve into her remarkable viral success, her innovative content creation techniques, and how she transformed her hobby into a full-fledged business that thrives on personal growth and community engagement. Kat shares invaluable insights on taking "messy action," the importance of pivoting and scaling intuitively, and her future vision as she expands her team and educational offerings. Since launching Miss Excel in June of 2020, Kat Norton has grown a 7-figure course sales business and a community of over 2 million people across her social media platforms through viral Excel trick videos infused with creativity, music and dance. Her trainings are known to make Excel fun and have been featured in Forbes, Business Insider, Entrepreneur Magazine, CNBC and 50+ global news outlets. Website: www.miss-excel.com Instagram: https://www.instagram.com/miss.excel/ TikTok: https://www.tiktok.com/@miss.excel What you'll hear in this episode: 05:28 Overcame doubts, started posting Excel tips online. 07:54 CEO hires me to create G Suite tutorials. 11:04 Create without expectation; many overthink ideas. 14:49 Content first, business idea follows, leverage strengths. 18:09 Started teaching Excel on TikTok through dance. 20:02 Authentic, fun dance content captures attention effortlessly. 23:33 Unpredicted success: intuited origins confirmed by data. 27:01 Scaling up operations boosts business efficiency significantly. If you like this episode, check out: Boosting Business with Better Client Care Acquire Cheaper and Better Customers (Financial Priority Formula Part 3) Simplifying Sales Strategy 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.
    Show more Show less
    29 mins
  • 2024 Top Guest Replay - Roth vs. Traditional - Which is Better? with Sean Mullaney

    2024 Top Guest Replay - Roth vs. Traditional - Which is Better? with Sean Mullaney
    Jan 2 2025
    Today, we're diving into one of our top guest episodes of 2024, featuring financial planner Sean Mullaney. Sean brings expert insights on the often debated topic of Roth versus Traditional retirement accounts, particularly tailored for small business owners looking to optimize their retirement savings. We'll break down the core differences, and Sean will share why both account types have their merits and strategic advantages. Whether you're a Roth advocate, a Traditional enthusiast, or somewhere in between, this episode will equip you with the knowledge to make informed decisions about your financial future. Let's get started and learn how to effectively blend these strategies to bolster your wealth-building journey. 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: 04:40 Federal debt may not heavily burden retirees. 06:46 Retirement accounts lightly taxed despite tax increases. 10:24 Optimize retirement strategy with Roth conversions timing. 14:08 Clarity on retirement goals overrides generic advice. 19:52 Diversify income and investment channels equally. 20:20 We're in the best era for investors. If you like this episode, check out: Boosting Business with Better Client Care Acquire Cheaper and Better Customers (Financial Priority Formula Part 3) Simplifying Sales Strategy 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.
    Show more Show less
    25 mins
  • 2024 Top Guest Replay - Why Sales is a Wealth-building Tool with Ro Shah

    2024 Top Guest Replay - Why Sales is a Wealth-building Tool with Ro Shah
    Jan 1 2025
    This episode features a powerful replay conversation from 2024 with Ro Shah, a sales coach for women in finance. Ro shares her expertise on why sales is a key wealth-building tool, addressing common challenges like imposter syndrome, undervaluation, and over-reliance on referrals. Listeners will learn about proactive client engagement, the significance of mentorship, and effective lead generation strategies. Ro's journey from a quarter-life crisis at 23 to becoming a renowned sales mentor offers valuable insights for finance professionals and beyond. Tune in for actionable advice on recognizing your worth and securing long-term business success. Don’t forget to share your takeaways, leave a rating and review, and check the show notes for additional resources. Ro helped over 100 Money Coaches, Bookkeepers, and Accountants make their first sale and grow their businesses by learning Sales strategies to book out. As an agency owner who has managed teams of 10+ I understands the value of growing fast and keeping your sanity at the same time. Host of the industry leading podcast for WOC in finance to empower them to create 5 figure months in their business Instagram: instagram.com/theroshah YouTube: https://youtube.com/@financeclientacquisition725 Website: theroshah.com LinkedIn: linkedin.com/shahroma What you’ll hear in this episode: 04:39 Women in finance lack essential sales skills. 07:30 Focus on long-term value, not immediate results. 09:57 Women in finance undercharge; collaboration encourages value. 14:34 Entrepreneurs face unmet expectations, burnout from startups. 17:08 Focus on authentic lead generation and niche connection. 21:16 Clients: Beginners, expansion-focused, national exposure seekers. 26:17 Diversify lead sources; don't solely rely on referrals. 27:34 Train clients on desired, aligned referrals effectively. If you like this episode, check out: Takeaways from Steps for Success with Junior Achievement What's the Best Way to Pour Money Into Your Business? Introducing Money to Kids: Where Do You Start? 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.
    Show more Show less
    33 mins
  • 2024 Top Guest Replay - Integrating AI Into Your Team and Processes with Mike Abramowitz

    2024 Top Guest Replay - Integrating AI Into Your Team and Processes with Mike Abramowitz
    Dec 31 2024
    In this episode, Shannon talks with Mike Abramowitz, an expert with over 20 years' experience and author of nine self-help books, about integrating AI into business processes. They discuss the hurdles of delegation, valuing tasks, and optimizing teams using systems like AI. Drawing parallels to McDonald’s streamlined operations, Mike highlights the 10-80-10 strategy, blending human effort and AI efficiency while keeping authenticity intact. Listeners will hear practical examples and tips for adopting AI tools like ChatGPT, maintaining a human touch in AI-generated content, and transforming business operations for better time and financial management. Mike Abramowitz has 20 years of direct sales experience training 5000+ sales reps for $17M sold, has 9 books in the self-help space, and founded PB&J for Tampa Bay. He has scaled his several 6 figure businesses and nonprofit to be run without him so he can experience time freedom that he desires. He’s a busy father and husband who helps other busy entrepreneurs implement systems in their businesses by leveraging automation and delegation to help business operators become business owners and truly experience the financial and time freedom that drew them to entrepreneurship in the first place. He has a podcast called The Better Than Rich Show and a community called Automate, Delegate, Systemize. Facebook: https://www.facebook.com/betterthanrich LinkedIn: https://www.linkedin.com/company/betterthanrich Instagram: https://www.instagram.com/betterthan_rich/ YouTube: https://www.youtube.com/c/BetterThanRich Website: https://va.betterthanrich.com Facebook Group: https://www.facebook.com/groups/betterthanrichshow Twitter: https://twitter.com/betterthan_rich TikTok: https://www.tiktok.com/@betterthanrich What you'll hear in this episode: 03:35 Dan Martell's book: Offload tasks, maximize value. 07:43 Focus on goals, time, and financial planning. 11:11 Simplify processes using if-then logic flowcharts. 13:37 McDonald's simplifies jobs; AI enhances, reduces costs. 16:48 Old-school sales vet learns business optimization steps. 20:19 Creating a social media marketing plan guide. 25:12 Use AI to optimize content creation efficiently. 28:13 Administrative tasks: social media, communication, reports, transactions. 30:48 Balance AI and human input for successful outputs. 34:42 Consider me a guest; streamline podcast operations. 37:12 Understand objectives for success in business game. If you like this episode, check out: What Entrepreneurs Need to Know About Tax Deductions The Analog Advantage My Key Insight from "10x is Easier Than 2x" 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.
    Show more Show less
    43 mins