Transformative Financial Insights: Pathway to Savvy Business Strategies with Shannon K Weinstein
Business & Bubbly Podcast with Charity Majors
Release Date: 10/17/2024
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info_outlineIn this episode of Business & Bubbly, host Charity Majors is joined by the dynamic Shannon K Weinstein, a seasoned expert in accounting, fitness, and financial education. Together, they explore essential bookkeeping and tax-saving strategies for business owners. With a glass of bubbly in hand, dive into a captivating discussion that intertwines financial literacy and business success.
Speaker Bio:
Shannon K Weinstein is an accomplished accountant who transitioned from a successful career at a big four accounting firm to pursue her passion for teaching. As the podcast "Keep What You Earn" founder, she is dedicated to helping business owners understand financial intricacies, make informed decisions and find joy in the journey. With a background in fitness and a love for sharing knowledge, Shannon empowers her audience to take control of their finances.
Summary of the Episode:
Join Charity Majors and Shannon K Weinstein as they discuss common financial pitfalls and transformative strategies to pave the path to business financial success. Shannon shares insights on tackling financial fears, embracing tax-saving opportunities, and understanding financial numbers.
Key Discussion Points:
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Shannon K Weinstein’s inspiring career transition from accounting to financial education and fitness.
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Common financial mistakes business owners make and how to avoid them.
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Highlighting the significance of financial literacy for achieving business goals.
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Exploring effective tax-saving strategies including tax loss harvesting and the Augusta Rule.
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The value of having a robust financial team, including when to hire a CFO for strategic decision-making.
Time Stamps for Important Conversation Points:
02:15 – Shannon K Weinstein shares her career transition from a big four firm to teaching and fitness.
10:35 – Discussion on the fear of finances and how avoidance can lead to major business pitfalls.
22:05 – Charity and Shannon analyze popular tax strategies and their customization for different needs.
33:20 – The role and timing of hiring financial professionals like bookkeepers and CFOs.
45:10 – Shannon's advice for preparing for tax season and the long-term benefits of getting financial books in order.
As the episode unfolds, Shannon's invaluable advice on tackling financial challenges reminds us of the power and potential of financial literacy. Understanding and interpreting financial data can dramatically shift business owners' perceptions and fuel their strategic growth.
Call to Action:
Don't miss this enlightening episode with Shannon K Weinstein on Business & Bubbly. Tune in to transform your financial mindset and strategies for business success!
Get 50 of the BEST networking questions by texting the words "networking questions" to 833-231-8098.
Links:
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Follow Shannon K Weinstein on Instagram @shannonkweinstein Listen to Shannon's podcast "Keep What You Earn" for more on money mindset and business strategies.
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