Best Financialstrategy Podcasts (2025)

1
How to Know if Your Pricing is the Problem 12:11

1d ago12:11

12:11

In this episode, I'll discuss how to decipher your profit and loss statement to identify if pricing is a problem, and how to make strategic adjustments to scale your business effectively. By analyzing core offers, gross margins, and net margins, we'll explore ways to optimize profitability. I'll also share practical strategies to align your pricing…

1
How We Handle Personal Expenses in a Business 10:58

3d ago10:58

10:58

Today I discuss the common issue of commingling personal and business expenses, a practice that many entrepreneurs unintentionally fall into. While it's understandable to make occasional mistakes, it's vital to know how to handle these situations to avoid significant repercussions like audits. I'll share key pointers on why recurring personal expen…

1
Is Your CPA a Problem Finder or Problem Solver? 9:13

6d ago9:13

9:13

In this episode, I dive into the crucial distinction between a financial professional who merely reports results and a true advisor who offers valuable insights and guidance. If someone is just giving you the numbers without explaining how you got there, why you’re there, or what needs to change for better financial trajectory, they may not be the …

1
How to Confidently Leave Your 9 to 5 and Embrace Entrepreneurship 12:09

8d ago12:09

12:09

In this episode, I reflect on a significant lesson from leaving my corporate job. I discuss the fears associated with leaving a secure 9 to 5, the illusions about the risks involved, and how you're not truly starting from scratch but rather equipped with valuable skills. Whether you're contemplating a career change, have already taken the leap, or …

1
How to Budget for a Growing Company 16:04

10d ago16:04

16:04

Today, I share the simplest approach to budgeting for your business. You'll learn how to create a profit plan using a streamlined method we've been implementing for our clients. This method helps you understand your financial standing without the complexities often associated with budgeting. I'll walk you through key concepts like profit margins, c…

1
My Biggest Fear as a CFO 10:30

13d ago10:30

10:30

In this episode, I get candid about a topic that's been on my mind—what sets a CFO apart from a traditional accountant. I'll dive into my biggest fear as a CFO: not delivering enough value and being seen as just another run-of-the-mill accountant. We work hard to differentiate our services, positioning ourselves as strategists who happen to be acco…

1
When to Persist or Pivot with Lori Harder 51:49

15d ago51:49

51:49

In this episode, I sit down with my friend and mentor Lori Harder, the podcast host of 'Earn Your Happy' and the founder and CEO of Gloci. Lori shares her incredible journey from an in-debt high school dropout to a multimillionaire serial entrepreneur. We dive deep into her experiences, from her initial venture in fitness and network marketing to t…

1
Shannon's Appearance on "The Million Dollar Machine" with Ernesto Mandowsky 31:05

17d ago31:05

31:05

Let's dive into my journey to becoming a finance professional, insights on cash flow forecasting, the nuances of financial metrics like P&L statements, and strategic investments to grow your business. We also discuss the emotional aspects of financial management and how to navigate the metrics that truly matter for your business's health. If you've…

1
What You Need to Know Before Investing in a Business 18:39

20d ago18:39

18:39

Today, I dive into crucial considerations for investing in businesses, applicable whether you’re an investor or a business owner seeking capital. Drawing from a recent conversation with a friend receiving numerous business proposals and pitch decks, I created a comprehensive checklist of factors to evaluate. I emphasize understanding financials, te…

1
Shannon's Appearance on "Digital Business Evolution" with Jess DeRose 53:29

22d ago53:29

53:29

We dive into my journey from a childhood influenced by my father, who was a CPA to becoming a successful business owner and financial educator. I share invaluable insights on how entrepreneurs can better manage their finances, the importance of tax planning, and the common mistakes to avoid. We also touch on the importance of mindset in financial s…

1
I Lost a $75K Revenue Client - Here is What I Learned 12:45

25d ago12:45

12:45

We all struggle with, and often avoid the topic of losing clients, but the truth is, it happens to everyone. I reflect on why we lost a key client, the mistakes I made, and how confidence without competence can be damaging in business. Discover the importance of self-awareness, honesty with clients, and collaborative communication. I'll share how t…

1
Better Decisions Start with Better Data 12:49

28d ago12:49

12:49

In this episode, we dive into the power of good data in business decision-making. You’ll learn how better data can validate your intuition, remove emotional biases, and help you make strategic decisions that drive growth and profitability. Discover the importance of focusing on key performance indicators without getting lost in the minutiae. I’ll s…

1
What Drives You Beyond the Numbers? 10:31

30d ago10:31

10:31

In this episode, I share my passion for understanding my clients' goals beyond just the numbers. Inspired by a podcast from Mike King, I dive into the five drivers of behavior: goals, dreams, aspirations, fears, and uncertainties. Join me as I explain how these drivers influence business decisions and why it's essential for financial advisors to ac…

1
This Will Kill Your Opportunities 8:21

1M ago8:21

8:21

Let's address a common pitfall many entrepreneurs face—sunk cost bias. I discuss how this bias can lead you to continue investing time, money, and energy into projects or paths that are no longer beneficial, simply because you've already invested so much in them. I'll explain how you can identify this bias, why it's important to recognize the costs…

1
Why I Didn’t Pick an Industry Niche 14:11

1M ago14:11

14:11

In this episode, I dive into the topic of industry niches, sharing why I chose not to limit myself to a specific industry and how focusing on core values instead has driven the growth and success of my business. Learn about the importance of identifying who you want to serve, not just by their industry, but by their attitudes, behaviors, and alignm…

1
Shannon's Appearance on "She Believed She Could" Podcast with Allison Walsh 18:33

1M ago18:33

18:33

Today, I am re-sharing an episode from when I was the guest on the 'She Believed She Could' podcast. I had the pleasure of being interviewed by the host, Allison Walsh. I share my journey into accounting, which began on a dare from my father. Little did I know that demystifying financial management for small business owners would become my passion.…

1
Are You Sabotaging Your Own Cash Flow? 10:25

1M ago10:25

10:25

In this episode, I’m diving into the critical differences between profit and cash flow, comparing cash flow to the metabolism of your business’s money. I’ll share some of the most common mistakes I see business owners make that can sabotage their cash flow—like paying off credit cards too early or being too relaxed about collections. I’ll also expl…

1
Shannon's Appearance on "The Abundant Accountant Podcast" with Michelle Weinstein 42:05

1M ago42:05

42:05

Dive into this conversation I had on “The Abundant Accountant" podcast with Michelle Weinstein. As a fractional CFO and business owner, I have been thriving by using podcast appearances as a lead generation. I share my journey running my own fractional CFO practice, and how leveraging podcasts has helped me achieve a fivefold increase in annual rec…

1
My 3 Favorite Interview Questions 12:11

1M ago12:11

12:11

Don't miss these three must-ask interview questions that can save you from costly hiring mistakes. Learn the importance of understanding a candidate’s strengths and weaknesses, gathering insights from their past feedback, and recognizing their core values to ensure a great fit for your team. Whether you’re new to interviewing or looking to refine y…

1
I Don’t Do My Own Books as a CPA - Here’s Why 8:56

2M ago8:56

8:56

In this episode, I dive into why as a seasoned CPA and accountant, I have chosen not to handle my own bookkeeping. I share insights on the importance of outsourcing, drawing from my personal experience. Listen in to understand why delegating bookkeeping tasks, even if you’re capable of doing them yourself, can lead to better business decisions, mor…

1
Do I Tell My Employees I’m Planning to Exit? 10:59

2M ago10:59

10:59

In this episode, I dive into one of the most challenging conversations you'll face as a business owner – informing your employees about your business exit. I discuss the importance of timing, transparency, and empathy when breaking this news. Understand the impact this conversation can have on your team and learn strategies to maintain stability an…

1
Best Practices to Control Employee Spending 8:53

2M ago8:53

8:53

I'm diving into an important topic for all business owners: managing employee expenses. Whether your employees are current expense-makers or you're anticipating future growth, it's crucial to establish clear policies now. I'll share practical tips on defining reimbursable costs, setting spending limits, and creating a seamless expense reimbursement…

1
Must-haves for an Investor Pitch Deck 13:25

2M ago13:25

13:25

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 …

1
Should I Be a C Corp or S Corp? 11:30

2M ago11:30

11:30

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 …

1
How Courtney Tarrant Built a Profitable Agency Breaking All the Rules 40:49

2M ago40:49

40:49

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 o…

1
When to Get a Business Valuation Done 17:14

2M ago17:14

17:14

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…

1
2024 Top Guest Replay - How Kat Norton (Miss Excel) Started a 7-Figure Business Before Creating Funnels 29:07

2M ago29:07

29:07

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. Toget…

1
2024 Top Guest Replay - Roth vs. Traditional - Which is Better? with Sean Mullaney 25:15

2M ago25:15

25:15

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 Sea…

1
2024 Top Guest Replay - Why Sales is a Wealth-building Tool with Ro Shah 32:53

2M ago32:53

32:53

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 signific…

1
2024 Top Guest Replay - Integrating AI Into Your Team and Processes with Mike Abramowitz 42:43

2M ago42:43

42:43

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…

1
2024 Top Guest Replay - Organic Social Media Growth Tips with Jess Glazer DeRose 41:28

2M ago41:28

41:28

In this special replay of a top guest episode from 2024, Shannon welcomes Jess Glazer DeRose to discuss organic social media growth. They explore moving from initial failures to seven-figure success by embracing learning, iteration, and authenticity. Listeners will gain practical tips for selecting the right social media platforms, experimenting wi…

1
Shannon's Appearance on "The Unapologetic Entrepreneur" with Amanda McKinney 52:02

2M ago52:02

52:02

Today, Shannon shares her appearance on The Unapologetic Entrepreneur with Amanda McKinney. This episode dives into effective and efficient content creation strategies that help capture and expand creative ideas without the overwhelm. Listeners will hear Shannon discuss her unique approaches, such as "lazy content efficiency," capturing spontaneous…

1
Are You Considering Moving to a Tax-Free State? 11:03

2M ago11:03

11:03

In this episode, Shannon delves into the popular topic of relocating to a tax-free state. She explores the potential benefits, hidden costs, and vital lifestyle considerations one should evaluate before making such a significant move. Whether listeners are considering states like Florida, Texas, or others with no income tax, Shannon provides insigh…

1
Shannon's Appearance on "Profit First for Real Estate Investors" with David Richter 36:46

2M ago36:46

36:46

Today’s episode delves into Shannon's recent appearance on David Richter's "Profit First for Real Estate Investors" podcast. Listeners will explore key takeaways from the conversation, including the importance of understanding business financials, the concept of paying oneself first, and breaking down complex financial topics into simple, actionabl…

1
Upcoming Changes to the Podcast in 2025 9:04

3M ago9:04

9:04

Today’s episode features Shannon discussing exciting changes coming to the show in 2025. Shannon will share updates including a shift to three episodes per week, adjustments to the approach for guest interviews, and the introduction of varied content formats aimed at better serving dedicated listeners. She’s eager to hear feedback on these changes,…

1
Key Advice for Starting a Partnership 20:06

3M ago20:06

20:06

In this episode, Shannon explores the complexities and challenges of business partnerships. She explains essential concepts like aligning equity with effort, guaranteed payments, and the importance of complementary skill sets. Shannon also discusses alternative business models to avoid common pitfalls, aiming to keep business relationships more pro…

1
Why I’m Not Investing in a Mastermind This Year 9:59

3M ago9:59

9:59

In today's episode, Shannon shares why she's made the unconventional decision to not invest in a mastermind or coaching community for 2025. Instead, Shannon is turning her focus inward, prioritizing the growth and development of her team. She reflects on the valuable lessons learned from past masterminds and how bringing her team along on this jour…

1
How Katie Savarise Built a Culture, Not Just a Brand 42:06

3M ago42:06

42:06

Today’s episode features Katie Savarese, founder and CEO of Nova, a leading project management company. Katie discusses transitioning from a background in mechanical engineering and a role at Uber to creating Nova. She emphasizes the importance of a strong team culture, financial preparedness, and innovative cash flow management. Discover how hirin…

1
Horizontal vs. Vertical Integration: When to Use Which 12:09

3M ago12:09

12:09

In this episode, Shannon breaks down the concepts of horizontal and vertical integration, essential strategies for business growth. Horizontal integration involves expanding by merging with competitors, like Facebook acquiring Instagram. Vertical integration focuses on acquiring suppliers or distributors, such as Amazon taking over Whole Foods. Thr…

1
The Five Steps to Selling Your Business 19:15

3M ago19:15

19:15

In today's episode Shannon offers invaluable guidance for entrepreneurs contemplating an exit strategy. Shannon breaks down the comprehensive process of selling a business into five essential steps—from clarifying goals and obtaining a valuation, to optimizing operations, understanding risk management, identifying the right buyer, and mastering the…

1
Understanding Bonus Depreciation and Recapture 8:44

3M ago8:44

8:44

In today's episode, Shannon delves into the intricacies of bonus depreciation and the often-overlooked aspect of depreciation recapture. This episode aims to demystify these terms and explain why they might be more about tax deferral than tax elimination. Listeners will gain a clear understanding of how these deductions can impact them, particularl…

1
Shannon on "CEO Glow Show" with Sheila Bella 42:43

3M ago42:43

42:43

Welcome to a special replay episode of Keep What You Earn! Today, we’re thrilled to share an engaging conversation from the CEO Glow Show, where our very own Shannon Weinstein joins host Sheila Bella for an eye-opening discussion. Titled "Shannon on CEO Glow Show with Sheila Bella Final," this episode features Shannon’s personal journey and her exp…

1
Approaching a Season of Growth? This Might Be a Sign 11:23

3M ago11:23

11:23

Today, Shannon delves into the transformative latter half of 2024. This period marked immense growth for Shannon, not just in business metrics but also in mindset. She will discuss the pivotal moments that catalyzed this evolution and how embracing new influences and mentors can propel you to the next level. For anyone feeling stuck or in a content…

1
My Word for 2025 14:24

3M ago14:24

14:24

Today’s episode delves into the power of choosing an annual theme word to guide the year ahead. Shannon shares how this practice has profoundly impacted both her personal and professional life, leading to achievements in prosperity, ownership, and simplified processes. For 2025, her chosen word is "respect," and she explains how this theme will sha…

1
Hiring Contractors vs. Employees - Pros and Cons 16:31

3M ago16:31

16:31

In today's episode, Shannon delves into a crucial topic for any business owner: hiring contractors versus employees. She shares her personal journey of expanding her team from contractors to W2 employees and breaks down the pros and cons of each option. Whether listeners are planning to hire in the near future or are just curious about the differen…

1
Managing Business Travel Expenses Made Easy 12:24

3M ago12:24

12:24

In this episode, Shannon tackles the often overwhelming task of managing business travel expenses. Shannon, known for her mission to simplify money matters and empower listeners through knowledge, dives deep into practical strategies for keeping travel expenses under control. From tracking countless receipts to disputing charges and ensuring compli…

1
The Most Valuable Currency to an Entrepreneur 12:52

3M ago12:52

12:52

Today, Shannon explores the transformative power of relationships in business. Fresh from her inspiring trip to Laguna Beach, Shannon shares insights gained from interactions with notable entrepreneurs like Jeff Fenster and David Norrie. Listeners will learn about the concept of relationship capital and its significance, along with practical advice…

1
How to Turn Stolen Underpants into Profit with TJ Slattery 41:15

3M ago41:15

41:15

In this episode, we chat with TJ Slattery, founder of Crowsnest Consulting. Together, we dive into the essentials of scaling your business wisely, highlighting thoughtful analysis, organizational changes, and delegation. Using the "underpants gnomes" analogy, we explain the risks of missing crucial planning steps. TJ also breaks down the importance…

1
Why Tolerating Risk Can Build Value 9:19

3M ago9:19

9:19

In this episode, Shannon explores the pivotal role of risk-taking in building a sustainable and valuable business. She discusses the delicate balance between withdrawing cash flow for immediate needs and investing for long-term growth. With her personal reflections and actionable advice, this episode is essential for entrepreneurs at every stage. T…

1
Shannon's Appearance on "She Believed She Could" Podcast with Allison Walsh 20:48

3M ago20:48

20:48

Today, we're thrilled to share an insightful episode featuring Shannon’s appearance on the “She Believed She Could” podcast with host Allison Walsh. Shannon dives deep into her journey, from her initial inspiration to become an accountant to the valuable services she offers through her company. She shares practical tips on avoiding financial pitfal…

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Financialstrategy Podcasts

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