Best Taxsavings Podcasts (2024)

1
What Should You Track in Your Books? 15:33

36m ago15:33

15:33

Today, we’re diving into a crucial yet often overlooked aspect of running a successful business: your bookkeeping. As many of you are catching up on your books from last year or transitioning to new relationships with bookkeepers and accountants, it’s vital to understand what you should be tracking and how to customize your financial records to sui…

1
Listen to This Before Creating a Partnership 20:15

1h ago20:15

20:15

Today, we're diving into a critical topic for entrepreneurs—creating a business partnership. While partnerships can be incredibly rewarding, they come with their own unique set of challenges and responsibilities that can make or break your business. In this episode, we'll explore what a partnership truly entails, from the tax implications to the im…

1
Stop Doing This to Your Customers 15:26

3h ago15:26

15:26

Today’s episode dives deep into a topic that’s crucial for anyone looking to improve their customer relationships and ultimately their bottom line. I'll be sharing three major pitfalls that can severely hinder your customer experience—pitfalls you might not even realize you're falling into. From ensuring a clear and timely sales process to creating…

1
Cash Management Strategies 11:13

3h ago11:13

11:13

In today's episode, we dive deep into various cash management strategies to help your business grow its wealth. Whether you're curious about different types of bank accounts or wondering how to make your money work harder for you, this episode will offer insights into leveraging your cash, from checking and savings accounts to high-yield savings an…

1
How to Keep High Margins as a Franchisee 11:15

4d ago11:15

11:15

In today's episode, we're diving deep into the world of franchising. Whether you're looking to franchise your own business or thinking about purchasing one, there's a lot to unpack. I’ve had numerous chats with franchise business owners and even the founder of Squeeze, Brittany Driscoll, to shed light on both sides of franchising. From the hefty up…

1
How Do You Build a Business with an Exit Strategy in Mind? 10:44

7d ago10:44

10:44

Today, we're diving into a transformative topic: Building a Business with an Exit Strategy in Mind. Even if selling your business seems like a distant thought, planning for its eventual sale can shape a more robust and self-sustaining enterprise. Join me, Shannon Weinstein, as I discuss the importance of creating sellable processes, establishing re…

1
Creating a Memorable Customer Experience with Brittany Driscoll 29:50

2d ago29:50

29:50

Today we’re continuing our conversion with Brittany, who transitioned from marketing guru to entrepreneur with her innovative massage business, Squeeze, shares invaluable insights on making each customer feel special and valued. We discuss how integrating unique elements like champagne into traditional settings, such as tax offices, could redefine …

1
Building a Scalable Franchise Model with Brittany Driscoll 23:13

7d ago23:13

23:13

Today’s episode is particularly exciting as we're joined by Brittany Driscoll, the co-founder and CEO of Squeeze, an innovative massage franchise changing the way people experience wellness. Brittany will share her journey from her days with Drybar to launching Squeeze right on the cusp of the pandemic. We’ll explore the challenges and victories of…

1
What They Never Tell You About Depreciation 9:01

4d ago9:01

9:01

In today's episode, we're diving into one of the less talked about aspects of tax deductions: depreciation, and specifically, depreciation recapture. We'll unravel the intricacies of bonus depreciation and Section 179, and reveal why these strategies might seem like tax eliminators but are often just tax deferrals. Plus, you'll learn how selling yo…

1
How to Deduct Self-Employed Health Insurance Premiums 10:40

7d ago10:40

10:40

In today's episode, we'll be tackling a crucial topic for those of you who have transitioned from being employees to becoming self-employed or small business owners—deducting self-employed health insurance premiums. Navigating the intricacies of health insurance as an entrepreneur can be daunting, especially when it comes to tax deductions. We'll b…

1
Leaning Into a Profitable Purpose (from the ULTRA Life Podcast) 58:58

8d ago58:58

58:58

Today’s episode features Shannon on The Ultra Life Podcast, hosted by Samantha Nivens. Shannon shares her transformative journey from corporate America to entrepreneurial success, starting with her surprising introduction to accounting, pivoted by a bet with her father. Discover how pivotal moments, including personal challenges and a significant b…

1
Ditch the Excuses and Create Growth Through Accountability with Chris Goodman 44:29

9d ago44:29

44:29

Today, we're thrilled to have Chris Goodman back on the show, a seasoned life and business coach dedicated to shaping high performers. In this episode, we explore the often unseen struggles entrepreneurs face, and how reorienting their mindset can lead to significant breakthroughs in both life and business. We'll uncover how trust and accountabilit…

1
If I Started Over, Here's What I Would Do First 12:53

13d ago12:53

12:53

In today's episode, Shannon takes on a frequently asked question: what would she do if she had to start her business all over again from scratch? Drawing from her extensive experience as a CPA and business owner, Shannon shares key strategies she would prioritize, such as focusing on solving clients' problems over educating them and refining her pr…

1
Takeaways from Steps for Success with Junior Achievement 12:19

14d ago12:19

12:19

In today’s episode, Shannon dives deep into a heartwarming collaboration with Junior Achievement. Shannon shares her inspiring journey of sponsoring the "Steps for Success" program, which provides crucial financial education to local students. Join us as Shannon recounts the enthusiastic participation of these young minds eager to learn about savin…

1
Not Having This Can Ruin the Sale of Your Business 9:27

17d ago9:27

9:27

Today, Shannon connects the dots between pristine bookkeeping and securing the best possible deal when selling your business. We'll explore why understanding your financial statements isn’t just about ticking boxes for tax purposes but is a powerful tool in evaluating the true worth of your money-making venture. Whether you're eyeing that exit or j…

1
Discovering the Untapped Blue Oceans in Your Market 11:44

21d ago11:44

11:44

Today, Shannon will take you on a journey from the bustling streets of Boston to the serene coastline of Guanacaste, Costa Rica, exploring the boundless potential of untapped markets. Shannon shares captivating personal stories and key insights on identifying blue ocean opportunities—markets ripe for innovation and free from fierce competition, cre…

1
The Power of Positivity and Mindful Habits Kristen Butler 28:23

19d ago28:23

28:23

Welcome back! In today's episode, we continue our inspiring conversation with the incredible Kristen Butler, best-selling author and CEO of Power of Positivity. Yesterday, we learned about Kristen’s journey, rising from the ashes of a bankrupt business to building an online community with over 50 million followers. Today, we delve deeper into the m…

1
How Kristen Butler Went From Bankrupt Business to 50MM Followers 22:04

22d ago22:04

22:04

Today's episode features an incredible story of resilience and transformation with our guest, Kristen Butler. Kristen, a best-selling author and CEO of Power of Positivity, shares her journey from the depths of bankruptcy to building a global community with over 50 million followers. We'll explore how a mindset centered around positivity and constr…

1
Do I Sell More or Spend Less? 11:20

21d ago11:20

11:20

In today's episode, we dissect the critical decision every entrepreneur faces: should you increase sales or decrease spending to boost profits? Shannon shares key strategies for focusing on one goal at a time, the importance of operational efficiency, and why cutting costs isn’t always the answer. Discover how to streamline your business for profit…

1
My 3 Most Expensive Mistakes 14:21

24d ago14:21

14:21

Today, Shannon is turning the tables on herself to share something a bit personal and immensely valuable—her three most expensive mistakes in business. Yes, even as a CPA and CFO, Shannon’s not immune to the occasional financial mishap. Just like a personal trainer can't resist a slice of cheesecake, she, too has weaknesses when it comes to busines…

1
What Makes Finding a Reliable Tax Professional So Challenging? 18:48

28d ago18:48

18:48

Today, Shannon will not only explore why securing a qualified tax pro feels like an insurmountable task, but she'll also share some insider tips—consider them your cheat codes—to help you navigate this process with confidence. From the pitfalls of prioritizing convenience over quality to the struggles of aligning expectations, we'll uncover the bar…

1
How to Hire Top Talent with Jamie Van Cuyk 25:06

28d ago25:06

25:06

In today’s episode, we continue our chat with Jamie Van Cuyk, the reputable hiring strategist behind Growing Your Team. Join us as we unlock the secrets to hiring top talent without the trial and error that can cost small business owners dearly. From crafting compelling job postings to conducting insightful interviews and eventually making confiden…

1
Becoming a Champion Delegator with Jamie Van Cuyk 24:55

1M ago24:55

24:55

Today, we dive deep into the art of delegation with guest expert Jamie Van Cuyk, owner and lead strategist at Growing Your Team. We'll explore why hiring the right team members at the right time plays a critical role in the expansion and success of your business. From overcoming challenges in delegation as small business owners to understanding whe…

1
How to Integrate Business Development Into Habits 11:29

1M ago11:29

11:29

Today, Shannon delves into the essence of integrating business development into daily habits. She uncovers how consistent, small steps in sales, marketing, and networking can create a powerhouse of progressive movement for your business, much like training for a marathon. Shannon explores practical strategies using tools like Asana, the power of so…

1
My Biggest Takeaway from "10x is Easier Than 2x" 10:04

1M ago10:04

10:04

In today's episode, we're diving into a striking realization I had from my latest read by Dan Sullivan and Dr. Ben Hardy. It’s a nugget of wisdom that's shifting the way I view and manage my time, and it just might do the same for you. So shake off that corporate calendar mentality and let's learn how to categorize our days for maximum productivity…

1
Why You May Not Want to Start a New Business 9:39

1M ago9:39

9:39

In this episode, we tackle a common trend among entrepreneurs: the allure of starting fresh with a new venture. While evolving businesses to align with current trends and customer interests is wise, impulsively jumping into an entirely new entity can have unforeseen consequences. I'll discuss the risks of resetting your business's "birthday" and th…

1
The Inner Work it Took to Scale with Kat Norton (Miss Excel) 25:51

1M ago25:51

25:51

In today's episode, we're peeling back the layers of business growth to reveal the personal transformation at its core. Fresh off her viral TikTok success, Kat Norton, joins us again to dive into the nitty-gritty of the spiritual and mental shifts that propelled her seven-figure empire forward—far beyond her remarkable Excel tutorials. From tacklin…

1
How Kat Norton (Miss Excel) Started a 7-Figure Business Before Creating Funnels 28:50

1M ago28:50

28:50

Today, we’re chatting with Kat Norton, a.k.a. Miss Excel, on how she grew her Excel training empire to seven figures without the initial use of sales funnels. Kat shares her transition from a corporate job to making waves on TikTok, her strategy for scaling without scarcity, and the shift to a visionary CEO role. Hear about her intuitive beginnings…

1
The Little Things That Unlocked Growth in My Business and Life 13:38

1M ago13:38

13:38

In today's episode, we're delving deep into the nuances of gratitude and how appreciating simple conveniences can propel us forward. I'll share personal insights into the daily choices and investments that have significantly impacted my productivity and wellbeing – from hiring a cleaning service to prevent household arguments and stress, to orderin…

1
How Do I Avoid Payment Processing Fees? 10:39

1M ago10:39

10:39

In today's episode, we're diving into a common frustration for business owners: Those pesky payment processing fees from platforms like Stripe, Square, and PayPal. They might seem small, but they sure add up, and many of you have been asking – can we bypass these fees without sacrificing service? We'll tackle why embracing a slight cut in your reve…

1
Should I Hire a Tax Strategist? 14:16

1M ago14:16

14:16

In today's episode, we're diving into the realm of tax strategists. I'll be sorting out the hype from the truth and guiding you on whether you genuinely need a tax strategist or if you're simply buying into the marketing noise. We'll talk about the problems that a tax strategist can solve for you, why a close relationship with your CPA might be wha…

1
Making Bookkeeping Simple and Affordable with Tony Wilson 23:12

1M ago23:12

23:12

In this special episode, we have the pleasure of chatting with Tony Wilson, a CPA and CMA with a passion for simplifying bookkeeping for freelancers and business owners. We'll dive into the critical role that bookkeeping plays beyond tax preparation and discover how it can be a powerful tool for making informed decisions, optimizing financial healt…

1
How to Tell Your Financial Story with Tony Wilson 22:20

1M ago22:20

22:20

In this episode, we'll explore why bookkeeping should be approached not as a complex mathematical puzzle but as a narrative of your business's financial journey - with special guest, Tony Wilson. We'll discuss the common mental blocks and misconceptions that hold you back and the importance of tackling your finances monthly, if not quarterly, to cr…

1
CFO Q&A - Naming Your Business 13:57

2M ago13:57

13:57

On today’s episode, Shannon tackles why your name might not be the best choice for your company’s identity. She'll share insights on the potential risks and long-term considerations of business naming—from privacy concerns to future growth and sellability. If you're in the throes of naming your venture or rethinking your existing business name, Sha…

1
What Actually Happens If I Commingle Business and Personal Finances? 11:49

2M ago11:49

11:49

In today's episode, we're diving into a topic that may make you a tad uncomfortable but hold the key to your business's financial health – separating your business and personal finances. Despite warnings you've heard, I know it's tempting to treat your business account as an emergency wallet. Yet today, I'll unpack why blending cash from both world…

1
Why Should You Separate Your Business Money from Personal Finances? 14:30

2M ago14:30

14:30

Today’s episode is all about a fundamental business practice: separating your personal finances from your business accounts. We'll be exploring three powerful reasons why keeping these entities apart is absolutely crucial, touching on better tax organization, avoiding IRS audit complications, and protecting yourself legally by not piercing your LLC…

1
CFO Q&A: Should You Pay Off Loans with Extra Cash? 6:51

2M ago6:51

6:51

In this episode of Keep What You Earn, Shannon addresses a common question from a member of CFO on Demand: Should extra cash be used to pay off a small loan with 1% interest or placed in a high-yield savings account generating 3.5% interest? Shannon's insightful response delves into the logical and financial considerations behind this decision, cha…

1
Turn Your Business Into a Cash Flow Machine with Adam Lean 36:52

2M ago36:52

36:52

In today’s episode, we have Adam Lean joining us from the CFO Project, a pro at steering businesses toward peak cash flow and profit. Adam reveals the six pivotal drivers of cash flow and why mastering them is crucial for your company's health. Say goodbye to just 'owning a job' and hello to a thriving, profitable enterprise. We'll explore Adam's e…

1
Do You Need Business Surgery or Business Vitamins? 14:25

2M ago14:25

14:25

Today, we're diving deep into why waiting for a crisis to solve business problems is all too common, and how proactive, preventative measures can save you from financial pain later on. We’ll discuss the importance of good financial practices from the get-go, the analogy of business vitamins versus surgery, and when it might be time to seek professi…

1
What a Balance Sheet Actually Tells You 15:09

2M ago15:09

15:09

In today’s episode, we decode the balance sheet's mysteries and show you how this tool can guide your business decisions. You'll learn to check solvency, properly understand your assets, and ensure you're not just filling holes with bank loans. By the end, you'll have the confidence to use this info to your advantage. What you'll hear in this episo…

1
Breaking Down CFO On Demand 13:21

2M ago13:21

13:21

In this episode, Shannon breaks down the common challenges that entrepreneurs face when seeking financial help as their businesses grow. She addresses the issues of financial support being seen as a luxury, the high cost of hiring financial professionals, and the lack of engagement in community forums due to the shame around asking money-related qu…

1
How Can You Shake Off Business Boredom and Thrive? 11:13

2M ago11:13

11:13

Today, Shannon delves into the topic of business boredom. She addresses the common struggle of feeling bored with a successful business and offers insight into why this feeling may arise. Shannon encourages business owners to consider the true purpose of their business and explores the idea that the way to make the most money may not always be the …

1
How Childhood Financial Education is Changing Lives with Jeremy Race 34:11

2M ago34:11

34:11

Today we have the honor of chatting with Jeremy Race, president and CEO of Junior Achievement of Southwest New England. Together, we'll delve into the vital role childhood financial education plays in shaping future generations. Jeremy will share his passion for providing young students with the financial knowledge they need to succeed through Juni…

1
How to Read Your Tax Return 13:42

2M ago13:42

13:42

In this episode of Keep What You Earn, Shannon delves into the topic of how to read your tax return. She emphasizes the importance of understanding and taking responsibility for your tax return before signing off on it. Shannon breaks down the key components of the tax return, simplifying the process and empowering listeners with the knowledge they…

1
What to Do if You're Behind on Doing Your Taxes 12:21

2M ago12:21

12:21

In this episode, Shannon discusses what to do if you're behind on doing your taxes. As the tax deadline approaches, Shannon provides a detailed blueprint for handling the situation, covering various scenarios and offering valuable advice for business owners. She emphasizes the importance of taking ownership of the communication with your accountant…

1
Is Productivity the Same as Profitability? 9:58

2M ago9:58

9:58

In this episode, Shannon discusses the mindset shift from valuing productivity to prioritizing profitability in entrepreneurship. She shares personal experiences and insights on how to focus on tasks that generate real results and revenue for your business. Shannon emphasizes the importance of understanding your profit drivers and making strategic …

1
Building an Aesthetic-Driven Brand with Tori Kruse 23:42

2M ago23:42

23:42

In this episode of Keep What You Earn, Shannon continues her conversation with Tori Kruse, a personal stylist and founder of a mindset and confidence coaching company. Tori shares her journey from competing in Miss USA to founding her company, emphasizing the importance of internal discovery and personal development. Together, they discuss the powe…

1
Investing in Brand Presence with Tori Kruse 26:59

2M ago26:59

26:59

Today, Shannon interviews Tori Kruse, founder and CEO of Tori Kruse Enterprises. Tori shares her expertise in helping female speakers and leaders align their internal power with their external image. They discuss the importance of confidence in wardrobe choices and how it can impact one's performance on stage. Tune in as they unpack the deeper mean…

1
Who Do I Ask? 14:45

2M ago14:45

14:45

In this episode of Keep What You Earn, Shannon discusses the common dilemma faced by business owners of not knowing who to ask for important business and financial advice. She addresses the challenges of finding the right professionals to answer questions about setting up a business bank account, forming an LLC, and handling personal finances. Shan…

1
S Corp Salary Explained Like a 3rd Grader 15:51

2M ago15:51

15:51

In this episode of Keep What You Earn, Shannon breaks down the complex topic of S Corp salary in a way that's easy for anyone to understand. She explains the important requirement for S Corp owners to pay themselves a reasonable salary and delves into the internal and external factors that come into play when determining this salary. Shannon shares…

Podcasts Worth a Listen

Taxsavings Podcasts

Podcasts Worth a Listen

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