Best Shannon Weinstein Podcasts (2025)

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120. Become the CFO of your Life with Shannon Weinstein 50:16

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9d ago50:16

50:16

Take the Old Money Podcast Listener Survey: https://forms.gle/5gCMoWpSx31guwaU8 To Hear Amber guesting on Keep What you Earn: https://podcasts.apple.com/us/podcast/finding-your-marketing-focus-with-amber-frankhuizen/id1580071347?i=1000724355179 This week we sit down with Shannon Weinstein, fractional CFO, CPA, CEO and host of Keep What You Earn. We…

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Fractional CFO vs. Bookkeeper - What Do I Need? 11:47

4h ago11:47

11:47

Today, Shannon dives into the crucial differences between a bookkeeper and a fractional CFO, revealing why scaling businesses should consider the latter. Shannon explains how fractional CFO services provide deeper insights, strategic decision-making, and future-focused projections that surpass what a bookkeeper or an in-house accountant can offer. …

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Do You Need a Financial Facelift? 9:59

3d ago9:59

9:59

Today, Shannon guides entrepreneurs and business owners through the challenges of financial overwhelm and decision fatigue. Shannon shares tactical and actionable advice on identifying the biggest constraints in your business, specifically focusing on cash flow management. Tune in to learn how to map out your cash flow, prioritize impactful financi…

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Why Gut-Based Marketing Doesn't Work with Ricky Shockley 37:47

8d ago37:47

37:47

Shannon is joined by Ricky Shockley, owner of Med Spa Magic Marketing and a digital marketing professional with over a decade of experience. Ricky shares valuable insights on the importance of using data-driven strategies over gut-based marketing, the challenges of local vs. national marketing, and the critical metrics every business owner should t…

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How to Build Investor-Ready Financials 13:58

11d ago13:58

13:58

Maintaining high-quality financial records for business owners is critical, especially if you're interested in selling your business. Shannon explains why you should always be prepared for potential buyout offers, shares strategies for keeping your financials in order, and emphasizes the importance of transparency and accuracy in financial reportin…

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The Hidden Cost of Complexity in $3M+ Businesses 13:45

18d ago13:45

13:45

As you scale your business past the $3-5 million revenue mark, there are complexities that arise, including increased overhead, team expansion, and the temptation to offer more products or services. Shannon emphasizes the importance of simplicity in scaling, advising business owners to standardize their offerings and create streamlined processes. T…

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High School Hobby to Vegas Merch Enterprise - How Austin Boyd Approached Business as a Young Entrepreneur 44:29

21d ago44:29

44:29

Shannon chats with Austin Boyd, the founder of Alive Print Shop. Austin shares his incredible journey from starting a custom t-shirt business in his parents' garage to growing it into a multi-million dollar enterprise over the past 17 years. They discuss the importance of humility, continuous learning, and seeking knowledge from those more experien…

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The Ultimate 5-Step Financial Framework for Medspa Owners 44:30

23d ago44:30

44:30

Shannon discusses the importance of understanding key financial metrics, such as offer profit and operating profit, and their impact on overall business health. She introduces her five-step 'Profitable Scaling Playbook' and shares practical tips for managing cash flow and optimizing customer value. Whether you're a small business owner or running a…

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119. Cultivating an Old Money Mindset in Times of Chaos 51:16

22d ago51:16

51:16

Register for the Old Money Mindset Course: http://oldmoneypodcast.com/mindset Take the Old Money Podcast Listener Survey: https://forms.gle/5gCMoWpSx31guwaU8 Subscribe on Substack: https://oldmoneypodcast.substack.com/ ---------------------------- When the world feels like it’s burning — political unrest, financial crashes, and pure chaos — how do …

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Get Away from the Decimal Point 11:10

27d ago11:10

11:10

Shannon addresses common misconceptions about financial management, emphasizing the importance of focusing on macro-level decisions rather than micro-level cost-cutting. Shannon advocates for prioritizing impactful activities that drive significant business growth and encourages entrepreneurs to delegate tasks to maintain a CEO mindset. Tune in to …

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Why You Need More than Contracts to Protect Your Assets with Attorney Blake Harris 35:24

1M ago35:24

35:24

Asset protection is invaluable, especially for business owners. Shannon is joined by Blake Harris, an expert attorney specializing in offshore trusts. Dive deep into the intricacies of asset protection trusts, understand the benefits of offshore trusts in places like the Cook Islands, and why this strategy is not just for the ultra-wealthy. Discove…

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118. 7 Magnificent Investing Myths (& Why You Should Stop Playing the Lottery) 57:20

1M ago57:20

57:20

Register for the Old Money Mindset Course: http://oldmoneypodcast.com/mindset Take the Old Money Podcast Listener Survey: https://forms.gle/5gCMoWpSx31guwaU8 Subscribe on Substack: https://oldmoneypodcast.substack.com/ ---------------------------- Last week’s Powerball jackpot ballooned into the billions. Tempting, sure- but your odds are slim. Mea…

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Your Most Expensive Habit 10:43

1M ago10:43

10:43

The most expensive habit for business owners is distraction. Shannon explains how distraction not only wastes valuable time but also has a compounding negative effect on your business's growth. From shiny object syndrome to direct distractions like social media, learn how to identify and manage distractions, maintain focus on your core profit engin…

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Four Ways You Might Be Stuck in Business 10:12

1M ago10:12

10:12

Shannon discusses the multifaceted role of business owners as resource allocators. She introduces a quadrant framework that helps identify where businesses stand in terms of capital and information, offering actionable advice for each scenario—whether you're capital-constrained, data-constrained, or simply overwhelmed with resources. Tune in for pr…

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117. The Art of Effortless Elegance 1:00:14

1M ago1:00:14

1:00:14

Register for Old Money Mindset Course: http://oldmoneypodcast.com/mindset Take the Old Money Podcast Listener Survey: https://forms.gle/5gCMoWpSx31guwaU8 Subscribe on Substack: https://oldmoneypodcast.substack.com/ ---------------------------- What makes someone truly unforgettable? It’s not the flashy logos, the loud flex, or the endless hustle- i…

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Finding Your Marketing Focus with Amber Frankhuizen 38:54

1M ago38:54

38:54

Dive deep into the intersections of finance and marketing with guest Amber from AF Marketing. They explore the importance of data-driven decisions in marketing, understanding customer acquisition costs, and the lifetime value of customers. Shannon and Amber discuss the significance of consistent branding, effective use of referral programs, and the…

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116. Women, Wealth & the Psychology of Power with Mira Katz 1:04:28

2M ago1:04:28

1:04:28

Register for the Workshop, Thursday August 28, 2 PM PST: oldmoneypodcast.com/workshop ---------------------------- What really separates how women and men approach money, business, and wealth-building? In this powerful conversation, I sit down with Mira Katz to unpack the money stories, societal conditioning, and psychological patterns that keep wo…

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Your Finance Hire - Dos and Don'ts 14:23

2M ago14:23

14:23

Today, we will address a critical pain point for businesses hitting the $5 million revenue mark: knowing when to bring your finance function in-house. Shannon discusses the drawbacks of relying solely on outsourced bookkeepers and CPAs and delves into the benefits of hiring a fractional CFO. From understanding how to lead a finance team effectively…

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Profit Sharing Options for Employees with Rob Gallaher 51:17

2M ago51:17

51:17

In this episode, Shannon dives into the transformative potential of profit sharing with expert guest Rob Gallagher. Rob, a successful business owner, shares his journey from the grueling early days of entrepreneurship to a thriving, profitable enterprise powered by a well-crafted profit sharing program. Learn the ten critical rules to structuring a…

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115. Happy Millionaire or Miserable Millionaire? How to Start Healing your Attachment Style 1:13:27

2M ago1:13:27

1:13:27

Take the Attachment Archetype Quiz Now! To Register for the Workshop - Click Here! Money doesn’t just sit in your bank account- it sits in your nervous system. Some millionaires are radiant and free, others are restless and empty. The difference? Their attachment style with money. In this episode, we crack open the truth: whether you’re anxiously c…

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Meet KWYE's Newest CFO, Erica 16:15

2M ago16:15

16:15

Join Shannon, as she introduces the newest team member, Erica Barrow, to 'Keep What You Earn Co'. With a unique background in forensic accounting and military experience, Erica brings a fresh perspective to boosting client success. Discover their collaborative approach to solving financial puzzles and empowering business owners to make smarter deci…

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Luxury Travel & Perks for Business Owners with Eli Facenda 43:53

2M ago43:53

43:53

Ready to unlock a life of luxury travel without breaking the bank? In this episode, Shannon sits down with Eli Facenda, the “Eli Travel Guy,” to reveal how business owners can experience bucket-list adventures, maximize credit card points, and design a business that funds your dream lifestyle. What You'll Hear: [2:00] The 3 big myths stopping entre…

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114. Trust Fund Energy or Trauma & Trust Issues? Unpacking your Money Attachment Archetype! 55:57

2M ago55:57

55:57

Take the Attachment Archetype Quiz Now! To Register for the Workshop - Click Here! Think you’re just “bad with money”? Think again. You might just have unresolved trust issues... with your bank account. In this episode of Old Money, Amber unpacks the psychology of your financial habits through the lens of attachment theory- yes, the same one you cr…

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What to Expect From Your CFO with Pam Jordan 45:43

2M ago45:43

45:43

In this episode, Shannon sits down with Pam Jordan, an experienced CFO and founder of Pivot Business Group. Together, they demystify the role of a CFO, discuss the differences between CFOs, CPAs, and bookkeepers, and share actionable advice for business owners looking to scale and build enterprise value. What You'll Hear: [5:00] What is a fractiona…

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113. Financial Foreplay & Toxic Situationships 28:57

2M ago28:57

28:57

Take the Attachment Archetype Quiz Now! Let’s be real—your relationship with money is just as messy, complicated, and emotionally charged as your relationships with people… maybe even more so. In this episode, we’re peeling back the velvet curtain on the truth: we form deep, emotional relationships with things that aren’t people all the time—our jo…

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How to Create Enterprise Value for Your Business 13:17

2M ago13:17

13:17

In this episode, Shannon breaks down the essential steps to building enterprise value in your business. Whether you’re planning to scale, sell, or simply want to create a more resilient and valuable company, Shannon shares practical strategies and mindset shifts to help you get there. Tune in to focus on intentional budgeting and aligning expenses …

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112. 3 Easy Steps to Become Your Future Wealthy Self TODAY 48:37

3M ago48:37

48:37

FREE RESOURCE: Get your Money Plan Download Here! Ready to rewire your brain and build a richer reality—all while you walk the dog or grab your iced matcha? In this bite-sized episode, we’re guiding you through a 3-step process to tap into your most abundant, magnetic self using nothing but your imagination, your logic, and a little help from AI. Y…

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Why Enterprise Value is the Goal 7:24

3M ago7:24

7:24

In this episode we will dive into the final phase of the Profitable Scaling Playbook: building enterprise value. Shannon breaks down what enterprise value means and why it's crucial for scaling and ultimately selling your business. She emphasizes the importance of risk mitigation, the need for replicable and transferable operations, and how to avoi…

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Ways to Maximize Customer Value 12:47

3M ago12:47

12:47

Let's get into the concept of customer lifetime value (LTV) and its pivotal role in profitable scaling. Discover strategies to maximize customer spend, enhance retention, and improve cash flow by transitioning from reoccurring to recurring revenue models. Shannon shares actionable tips on upselling, improving customer experience, and leveraging cus…

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Don't Miss Out on Customer Value Metrics When Scaling 8:46

3M ago8:46

8:46

Today, Shannon discusses how entrepreneurs and business owners can maximize their customer value by understanding and managing two crucial metrics: Customer Acquisition Cost (CAC) and Lifetime Value (LTV). Shannon breaks down how to calculate these metrics accurately and highlights the importance of maintaining a healthy ratio between them. She pro…

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111. I’M BACK! Time Wealth Is the New Trust Fund: Design Your Old Money Summer 39:17

3M ago39:17

39:17

Are you Cash Rich but Time Poor? Today Amber is exploring how 'time wealth' is the new status symbol and helping you create your wealthiest summer ever. We're talking about breaking routines, eliminating a false sense of urgency, and setting boundaries to make room for joy. PLUS- if you're ready to retire- Amber has a tip on how you can 'live your …

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How to Unf*ck Cash Flow 13:18

3M ago13:18

13:18

Let's get into the critical topic of cash flow management for business owners. Building on the previous discussion about cash flow basics, Shannon outlines practical strategies for 'unf*cking' your cash flow, pinpointing issues of timing and blind spots. Whether you're overspending on personal expenses or mismanaging payments for loans and leases, …

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Understanding What is Breaking Your Cash Flow 10:35

3M ago10:35

10:35

In this episode Shannon takes a deep dive into the crucial distinction between profit and cash flow. Learn why cash flow is an essential tool for managing your money effectively and how to measure it accurately. Shannon breaks down how cash flow incorporates various elements beyond operational profit, including investments, debt financing, and asse…

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Keep Your Business Profitable with Strategic Cost Management 11:30

3M ago11:30

11:30

Do you understand the true importance of a solid budget? Shannon calls this your 'profit plan,' and explains how to categorize expenses into fulfillment costs, acquisition costs, and operating costs. She provides actionable strategies for ensuring your business remains profitable despite variable monthly profits. Learn how to analyze your profit an…

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110. Money is my Boyfriend: Building a Relationship with your Finances - Encore Episode 41:45

3M ago41:45

41:45

Counting Down the Top Ten Old Money Episodes! While Old Money is on Summer Vacation, join us for the encore presentation of Episode 1: Make Money your Boyfriend, originally released August 2023. ---------------------------- Welcome to the first episode of Old Money! Shake up a martini, slip into some silky PJs and get ready to get intimate with you…

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A Deep Dive into Your Profitability Strategy 11:08

3M ago11:08

11:08

This episode dives deep into understanding operating profit or net profit, a metric crucial for any entrepreneur or business owner. Learn how to measure and manage your operating profit effectively, why it's essential to look at it as a percentage of sales, and how to balance acquisition costs, operating expenses, and your overall budget for sustai…

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How to Ensure Your Core Offer is Scalable 10:22

3M ago10:22

10:22

How can you ensure you're making enough on each unit sold to cover the costs of running your business? The focus is on evaluating your pricing strategy, understanding product-market fit, and considering the impact of scaling on customer affordability. Shannon offers actionable advice on reducing costs, negotiating with suppliers, and fine-tuning yo…

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109. Financial Fight or Flight is Ruining Your Life - Heal your Financial Nervous System - Encore Episode 35:36

3M ago35:36

35:36

Counting Down the Top Ten Old Money Episodes! While Old Money is on Summer Vacation, join us for the encore presentation of Episode 3: Financial Fight or Flight is Ruining Your Life, originally released August 2023. ---------------------------- We've all heard about the physiology of fight or flight, but have you ever thought about how it affects y…

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Fine-Tuning Your Core Offer for Growth 9:23

3M ago9:23

9:23

Let's dive into the concept of core offer profit, which is essentially the profit derived from a specific product or service after direct costs are subtracted. She highlights the importance of understanding industry norms and calculating gross margin, providing actionable tips for both product-based and service-based businesses. Shannon also offers…

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108. Afford Everything you Want, Automatically - Encore Episode 24:02

3M ago24:02

24:02

Counting Down the Top Ten Old Money Episodes! While Old Money is on Summer Vacation, join us for the encore presentation of Episode 5: Afford Everything you Want , originally released August 2023. ---------------------------- Get a pen and paper ready for this game-changing episode. ✍🏻 Today, Amber spills how she climbed out of debt while saving mo…

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Our Model for Scaling Profitably 15:57

3M ago15:57

15:57

In this episode Shannon introduces the Profitable Scaling Playbook, a comprehensive framework designed to help entrepreneurs and business owners build scalable, profitable businesses without costly mistakes. Shannon outlines the five core focus areas: core offer profit, operating profit, cash flow, customer value, and enterprise value. Dive deep in…

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How to Never Lose a Credit Card Dispute 12:05

3M ago12:05

12:05

In this episode, we will dive into the often-overlooked but critical topic of managing disputes and chargebacks. These financial leaks can quietly chip away at your profits if you’re not prepared. Shannon is sharing tactical, actionable steps to build solid systems for handling refunds, disputes, and chargebacks with confidence. You’ll hear why doc…

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107. Rich Girl Rituals: 11 Ways to Increase Your Abundance - Encore Episode 1:07:16

3M ago1:07:16

1:07:16

Counting Down the Top Ten Old Money Episodes! While Old Money is on Summer Vacation, join us for the encore presentation of Episode 36: Rich Girl Rituals: 11 Ways to Increase Your Abundance, originally released February 2024. ---------------------------- Imagine starting your day feeling as wealthy as Lisa Vanderpump. And no, it's not by savvy inve…

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Hire People Smarter Than You 11:18

3M ago11:18

11:18

Shannon shares her transformative experience at the Acquisition.com scaling workshop. She discusses the critical need for business owners to hire individuals who are smarter and more skilled in specific areas to unlock growth and enterprise value. Shannon emphasizes the importance of moving from a control-centric mindset to empowering leaders withi…

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Essential W-9 Practices for Compliance 12:03

4M ago12:03

12:03

Today's episode focuses on the significance of collecting W-9 forms from contractors and why it can save you time and avoid issues at year-end. We'll discuss the purpose of W-9s, how to effectively collect and manage them, and best practices for keeping your records organized. Ensuring you have up-to-date W-9s can streamline tax filing, prevent pen…

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106. The Hot Girl’s Guide to Investing - Encore Episode 39:01

4M ago39:01

39:01

Counting Down the Top Ten Old Money Episodes! While Old Money is on Summer Vacation, join us for the encore presentation of Episode 11.:The Hot Girl’s Guide to Investing, originally released September 2023. ---------------------------- Don't let the finance bros scare you off from investing—it's not that deep. If you're an absolute beginner to inve…

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Businesses I Think Are Unsellable 16:33

4M ago16:33

16:33

In this episode, I dive into the types of businesses that are typically challenging to sell. We explore why businesses built on personal brands, online courses, and creative agencies often face hurdles in creating enterprise value. I also discuss the effect of low barriers to entry, lack of proprietary intellectual property, and the impact of AI on…

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105. Healing from Credit Card Debt: How to Get Out For Good - Encore Episode 54:18

4M ago54:18

54:18

Counting Down the Top Ten Old Money Episodes! While Old Money is on Summer Vacation, join us for the encore presentation of Episode 18: Drowning in Credit Card Debt: Healing Habits & Personal Loans, originally released October 2023. ---------------------------- JOIN THE VIP LIST Sign up for the Old Money newsletter now to be hooked up with news, up…

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The Role of an Owner at $1M, $10M, and Beyond 10:05

4M ago10:05

10:05

In this episode, we dive into what it truly takes to scale your business to $1 million, $5 million, $10 million, and beyond. From building and relying on a capable team to evolving your role from a doer to a visionary leader, we cover the necessary steps and mindset shifts required for substantial growth. I'll also share practical advice on managin…

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When NOT to Sell Your Business 13:12

4M ago13:12

13:12

In this episode, I get into the critical topic of when not to sell your business. We’ll explore various scenarios that indicate it's not the right time to exit, including emotional burnout and declining financials. I emphasize the importance of having a business that runs independently of you, and discuss the factors that can impact your business's…