Keep What You Earn

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.

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.

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. 

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. 

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. 

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. 

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 with diverse content types, and staying true to their personal brand. Jess also promotes her upcoming free virtual event, the Digital Business Evolution Live Experience, which is packed with insights for scaling digital businesses.     This episode is filled with actionable strategies and inspiring stories, making it a must-listen for anyone looking to enhance their social media presence and business growth.  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: 04:55 Experiment, learn, iterate: success in entrepreneurship. 09:18 Tools assist progress; persistence leads to success. 10:56 Prioritize learning over immediate financial success. 15:03 Express beliefs without disparaging opposing perspectives. 17:56 Embrace growth: Changing opinions is acceptable. 20:54 Identify your strengths and understand client presence. 24:50 Cross-country drive inspired favorite podcast episodes. 26:44 Free event reveals roadmap to seven-figure business. 33:04 Engage with trends; balance with evergreen content. 35:31 Building community through engaging, relatable content online. 38:32 Try something trending, DM results for audit.  If you like this episode, check out: Managing Business Dynamics with a Partner  Start with This Financial Metric (Financial Priority Formula Part 1)  What Are the 3 Things You Need to Know Before Buying a Business?  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. 

Amanda McKinney, host of "The Unapologetic Entrepreneur," shares her journey of entrepreneurial success and creative strategies. She discusses 'lazy content efficiency' and how to capture spontaneous ideas for social media. The conversation emphasizes authenticity in content creation and the significance of focusing on one platform for productivity. Listeners learn about overcoming obstacles, strategic planning, and maintaining balance in a busy schedule. McKinney’s insights offer entrepreneurs practical tips to enhance their content strategy while staying inspired.

Considering a move to a tax-free state? Discover the pros and cons of relocating to places like Florida and Texas. Shannon highlights not just the tax savings but also the hidden costs and lifestyle factors to weigh. Evaluate convenience and resources against travel expenses. Plus, see why the US tax system might be a better fit than more complex options abroad. Get ready to rethink your financial strategy and make informed choices that truly enhance your life and business!

Join Shannon Weinstein, a former would-be Spanish teacher turned successful accountant, as she talks with David Richter, the host of "Profit First for Real Estate Investors." They dive into the significance of financial literacy and the often-overlooked strategy of paying oneself first. Shannon shares her journey from corporate dissatisfaction to entrepreneurial success, emphasizing the need for clear communication around finances. They also discuss simplifying complex financial concepts for better decision-making and the value of hiring professional guidance to ensure business growth.